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©© 2012 SAP AG. All rights reserved. Scenario/Processes Physical Inventory Management Scenario Overview Initiating Physical Inventory Processing Monitoring and Managing Physical Inventory Processing Scenario Explorer Open Legend Scenario Description The following business roles are involved in this scenario: The Physical Inventory Management business scenario enables you to count the physical inventory in your warehouse and is supported by count tasks. The warehouse manager creates a count document and then the system automatically creates count tasks. Each count document can contain a number of count tasks, which an assigned warehouse operator accesses from physical inventory task folders. This helps to organize the counting-related work in your warehouse. You can monitor the counting process and preview detailed information about the progress and status of count items and count documents. You can view the counting results, including any differences when compared to the book values. With this detailed information, you can quickly see and react to deviations as they occur and initiate appropriate follow- up actions, such as requesting recounts. Once you approve a count document, the system updates the inventory and the inventory records of your finance department. Click process chevrons for details Warehouse Manager Warehouse Operator Business Value Scenario Flow + Further Information

©© 2012 SAP AG. All rights reserved. Scenario/Processes Physical Inventory Management Scenario Overview Initiating Physical Inventory Processing Monitoring

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Page 1: ©© 2012 SAP AG. All rights reserved. Scenario/Processes Physical Inventory Management Scenario Overview Initiating Physical Inventory Processing Monitoring

©© 2012 SAP AG. All rights reserved.

Scenario/Processes

Physical Inventory ManagementScenario Overview

Initiating Physical Inventory Processing

Monitoring and Managing Physical Inventory Processing

Scenario Explorer

Open LegendScenario Description

The following business roles are involved in this scenario:

The Physical Inventory Management business scenario enables you to count the physical inventory in your warehouse and is supported by count tasks. The warehouse manager creates a count document and then the system automatically creates count tasks. Each count document can contain a number of count tasks, which an assigned warehouse operator accesses from physical inventory task folders. This helps to organize the counting-related work in your warehouse. You can monitor the counting process and preview detailed information about the progress and status of count items and count documents. You can view the counting results, including any differences when compared to the book values. With this detailed information, you can quickly see and react to deviations as they occur and initiate appropriate follow-up actions, such as requesting recounts. Once you approve a count document, the system updates the inventory and the inventory records of your finance department.

Click process chevrons for details

Warehouse Manager

Warehouse Operator

Business Value

Scenario Flow

+ Further Information

Page 2: ©© 2012 SAP AG. All rights reserved. Scenario/Processes Physical Inventory Management Scenario Overview Initiating Physical Inventory Processing Monitoring

©© 2012 SAP AG. All rights reserved.

Scenario/Processes

Physical Inventory ManagementScenario Overview

Initiating Physical Inventory Processing

Monitoring and Managing Physical Inventory Processing

Scenario Explorer

Open LegendScenario Description

The following business roles are involved in this scenario:

The Physical Inventory Management business scenario enables you to count the physical inventory in your warehouse and is supported by count tasks. The warehouse manager creates a count document and then the system automatically creates count tasks. Each count document can contain a number of count tasks, which an assigned warehouse operator accesses from physical inventory task folders. This helps to organize the counting-related work in your warehouse. You can monitor the counting process and preview detailed information about the progress and status of count items and count documents. You can view the counting results, including any differences when compared to the book values. With this detailed information, you can quickly see and react to deviations as they occur and initiate appropriate follow-up actions, such as requesting recounts. Once you approve a count document, the system updates the inventory and the inventory records of your finance department.

Click process chevrons for details

Warehouse Manager

Warehouse Operator <Role Name><Role Name> <Role Name>

Legend

Process mainly driven by the user

Process mainly driven by the system

Manual process not supported by the system

Process that communicates with third-party software (mouse-over for details)

Process with relevance to Financials

Related scenario

Info button with more information

Close Legend

i

Business Value

Scenario Flow

+ Further Information

Page 3: ©© 2012 SAP AG. All rights reserved. Scenario/Processes Physical Inventory Management Scenario Overview Initiating Physical Inventory Processing Monitoring

©© 2012 SAP AG. All rights reserved.

Scenario/Processes

Initiating Physical Inventory Processing

Physical Inventory ManagementProcess Details: Initiating Physical Inventory Processing

Scenario Explorer

Process Description Further Information

Click process chevrons for details

Monitoring and Managing Physical Inventory Processing

Create a Count Task

X

i

In the Work CentersPhysical Inventory

The Initiating Physical Inventory Processing business process enables the counting of physical inventory in the warehouse and is supported by physical inventory count tasks. The warehouse manager creates a count document and then the system automatically creates count tasks.

Business Value

Scenario Flow

+ Further InformationSee alsoPhysical InventoryPhysical Inventory Counting

Performed by Warehouse Manager

Page 4: ©© 2012 SAP AG. All rights reserved. Scenario/Processes Physical Inventory Management Scenario Overview Initiating Physical Inventory Processing Monitoring

©© 2012 SAP AG. All rights reserved.

Scenario/Processes

Physical Inventory ManagementProcess Details: Monitoring and Managing Physical Inventory Processing

Scenario Explorer

Process Description Further Information

Click process chevrons for details

Initiating Physical Inventory Processing

Monitoring and Managing Physical Inventory Processing

Confirm a Count Task

Approve a Count Item

Recount a Count Item

Reject a Count Item

X

Performed by Warehouse Operator Warehouse Manager

In the Work CentersPhysical InventoryExecution

The Monitoring and Managing Physical Inventory Processing business process provides you with the ability to monitor the physical inventory counting process and enables you to prioritize and quickly access all current count documents that might require your attention.

Business Value

Scenario Flow

+ Further InformationSee alsoWorking with Count TasksPhysical Inventory Counting

Page 5: ©© 2012 SAP AG. All rights reserved. Scenario/Processes Physical Inventory Management Scenario Overview Initiating Physical Inventory Processing Monitoring

©© 2012 SAP AG. All rights reserved.

AnalyzeFulfill

CountConfirm a Count Task

Print Stock Overview

Physical Inventory Management Business Value

Scenario Explorer

Overview

For midsize companies that want to optimize the management of their physical inventory, this scenario enables you to perform item counting, including approval processes and automatic financial postings more efficiently.

By improving the efficiency and timeliness of the physical inventory processes, you improve your inventory accuracy.

SAP Business ByDesign helps you to effectively manage the entire item counting process, from count task initiation, actual counting, auditing and recounting, through to financial posting and reporting.

The following summarize the key benefits of the scenario:

Count by logistics area and product are enabled

Count of empty bins is possible

Completeness of an annual physical inventory count can be cross-checked with the Stock Overview report

Key Benefits

Initiate

Create a Count Task

Approve

Recount Count Items

Approve Count Items

Business Value

Scenario/Processes

Scenario Flow

+ Further Information

Page 6: ©© 2012 SAP AG. All rights reserved. Scenario/Processes Physical Inventory Management Scenario Overview Initiating Physical Inventory Processing Monitoring

©© 2012 SAP AG. All rights reserved.

Physical Inventory Management Scenario Flow

Legend

Scenario Explorer

Monitoring and Managing Physical Inventory Processing

Initiating Physical Inventory Processing

Work center in which process is performed

Business document flow

Process mainly driven by the user

Process related to FinancialsWork center

Physical Inventory

Physical Inventory / Execution

Business Value

Scenario/Processes

Scenario Flow

+ Further Information

Page 7: ©© 2012 SAP AG. All rights reserved. Scenario/Processes Physical Inventory Management Scenario Overview Initiating Physical Inventory Processing Monitoring

©© 2012 SAP AG. All rights reserved.

Further Information

Physical Inventory ManagementFurther Information

Scenario Explorer

Business Value

Scenario/Processes

+

Scenario Flow

Business Process Procedure(90-120 min*)

To get a comprehensive how-to documentation to run the business scenario, click here.

ForumGet in touch with experts to discuss your specific requirements. To enter the community, click here.

More Details(30-90 min*)

SAP provides a complete product documentation, covering all aspects of the business scenario. For more details, click here.

Self-Enablement SystemsIf you want to try out the business scenario, click here.

WIKIIn addition to the product documentation, SAP provides Wikis that describe additional aspects of a business scenario. To access the WIKI, click here.

Do you want to try it out? Do you need more information? Do you want to discuss with others?

VV

* The time values are given as an orientation for the required time you need to get through the information on one scenario. Since some scenarios are shorter than others, the minimum time refers to the shortest scenario and the maximum refers to the longest. The actual time you will need depends on your level of knowledge and your interest in the topic.

Page 8: ©© 2012 SAP AG. All rights reserved. Scenario/Processes Physical Inventory Management Scenario Overview Initiating Physical Inventory Processing Monitoring

©© 2012 SAP AG. All rights reserved.

Physical Inventory ManagementFurther Information

Scenario Explorer

Scenario/Processes

ForumGet in touch with experts to discuss your specific requirements. To enter the community, click here.*

More DetailsSAP provides a complete product documentation, covering all aspects of the business scenario. For more details, click here.

Self-Enablement SystemsIf you want to try out the business scenario, click here.*

WIKIIn addition to the product documentation, SAP provides Wikis that describe additional aspects of SAP Business ByDesign. To access the WIKI, click here.*

Do you want to try it out? Do you need more information? Do you want to discuss with others?

VV

* Note that to access the links above you need to have a user in SAP Business Center. If you cannot access the page directly and if you are using Microsoft Internet Explorer®, please check http://support.microsoft.com/kb/890474.

Further Information

Business Value

Scenario/Processes

+

Scenario Flow