Initial Physical Inventory

Ensure you have initialized your warehouse and completed all setups in TWL, including setting up all of your products and locations. You can generate the WL Audit Inventory Report to balance the on hand and unavailable quantities in Product Maintain Balances Entry to the quantities recorded in TWL.

The WL Audit Inventory Report looks at all stocked products, with the exception of labor products, and lists the out-of-balance products and quantities recorded in both systems. Any exception errors, which can prevent updates, and any edit errors, which can occur because of timing differences between the two systems, are included on the report. With this information, you can research the errors and discrepancies to determine the source of the problem. Then, you can run the WL Audit Inventory Report again in update mode to generate transactions to balance the quantities between the system and TWL.

Create the initial physical inventory request from the TWL Web module, in TWL Execution-Physical Inventory. Then, your RF operator can access the necessary RF screens and perform the initial physical inventory.

The initial physical inventory is designed to record everything in the warehouse, even if discrepancies are found. For example, although multiple products can be stored in a random location, primary locations are typically dedicated to a specific product. If multiple products are found in one primary location during the initial physical inventory, each product and quantity must be captured by the system. Even though the multiple products are tracked by TWL in a primary location, a picker is only directed to the primary pick location by TWL for the product that the location was assigned. We recommend you avoid a scenario with multiple products in primary locations. After you are live, stock moves must be performed to relocate the additional products.

The first portion of the initial physical inventory count involves auditing your inventory to ensure the bin locations contain the correct products and quantities. The second portion of the initial physical inventory count involves balancing the inventory.

The initial physical inventory count differs from a regular physical inventory count because the initial physical inventory maps products to their locations; there is no initial inventory to verify quantities on. Running an initial physical inventory enables you to know what you have in your warehouse and precisely where to locate quantities of a specific product at all times. Knowing what you have and where to locate quantities is especially important when random storage locations are involved. This is because the only time those locations are recorded in the system is when you run an initial physical inventory. A regular physical inventory does not serve this purpose.

Discrepancies are not recorded for an initial physical inventory because there is nothing in the system to compare a quantity against.

The initial physical inventory function populates the TWL records with inventory quantities and updates Product Warehouse Product Setup records in the system.

The initial physical inventory does not have data with which to compare quantities and locations. Therefore, you cannot inquire on the progress of the counting function as you can when a regular physical inventory is being performed.

See the Counting documentation in the Infor Distribution SX.e Total Warehouse Logistics User Guide for Handling, Counting, and Balancing.

Use the instructions in the Counting documentation for performing a physical inventory to perform your initial physical inventory.