Stocktake During Picking

Limitations

The functionality is only enabled when reporting picking using APIs, not when reporting picking in 'Picking List. Report' (MWS420) and 'Picking List. Report Lines' (MWS422).

Setup

The following must be done to enable the functionality.

1. Parameter '560 - Create physical inventory during picking' in 'Dispatch Policy. Open' (MWS010) must be activated.
2. The same parameter also exists on the locations. It must be activated on each location to facilitate creation of physical inventory lines for the balance identities on the location.
3. Valid records must be set up in (MMS309) and the triggers for creation of physical inventory lines must be activated.

   (MMS309) is a parameter program with an object-controlled table. That means that the key fields are dynamic. Therefore, the setup can be made on a detailed level. The parameters in (MMS309) can be set-up on a general level, such as a warehouse, but can also be set up on a specific item number.

   The setup of which fields are used as control objects is made in 'Generic Object Control Table. Open' (CMS017) for parameter 'Physical Inv Setting' (which is reached from 'Available Object Control Parameters. Open' (CMS016)).

This table shows the parameters in (MMS309) that control creation.

Parameter	Description
Physical inventory time fence control	The parameter controls if and how a time fence is considered when creating a physical inventory line. When time fence is used, the current date must be later than the latest physical inventory date on the balance identity plus the time fence value. For value 1 the time fence is the physical inventory cycle time of the item. This is set up on the item in 'Item. Connect Warehouse' (MMS002). It is not a requirement to set a physical inventory cycle on the item. If none is set, the time fence is considered to be zero days. For value 2, the time fence is the value of the physical inventory time fence parameter in (MMS309). A time, in calendar days, added to the latest physical inventory date of the balance identity forms a calculated limit date which must be passed in order for creation of a physical inventory line for the balance identity.
Quantity limit control	The parameter controls whether a physical inventory line should be created when the remaining on-hand balance on the balance identity, after pick reporting, is below a set quantity limit or equal to zero.
Quantity limit for count task	The value in this field is the quantity limit used when the quantity limit control parameter is active and the remaining on-hand balance is checked.
Short pick	The parameter controls whether a physical inventory line should be created when not all the quantity on the picking list is picked, when the line is short picked. The short pick is an indication that not all the allocated quantity could be picked and that there could be a discrepancy between the quantity in the system and the actual quantity.
Deviating location	The parameter controls whether a physical inventory line should be created when picking is reported from a location different from the location on the picking list. Picking from a different location is an indication that not all the allocated quantity could be picked from the location on the picking list and that there could be a discrepancy between the quantity in the system and the actual quantity.
Set non-allocatable	When a physical inventory line is created due to shortpicking or deviating location, it is likely that the quantity of the balance identity in the system does not correspond to the actual quantity of the balance identity. For these two reasons it is possible to set the balance identity to non-allocatable, and with that prevent further allocation from the balance identity, until physical inventory has been performed.

Workflow

This section describes what steps to take to create physical inventory during picking.

1. Perform the setup in 'Stock Location. Open' (MMS010) and (MMS309) to enable the functionality.
2. Create order lines that generate a picking list, for example a customer order. Use an order type that uses a dispatch policy where the 'Create physical inventory during picking' parameter (parameter 560) is activated.
3. Allocate a balance identity where the 'Create physical inventory during picking' parameter on the location is activated.
4. Release the delivery for picking so that the picking lists are created.
5. Report the picking list lines using one of the following API transactions:
   • MHS850MI.AddCOPick
   • MHS850MI.AddMOPick
   • MHS850MI.AddDOPick
   • MHS850MI.AddROPick
   • MHS850MI.AddReplPick
   • MHS850MI.AddPickViaRepNo
   • MHS850MI.AddPickViaPack
   • MHS850MI.AddPickByPacStk
6. In case a physical inventory line is created, the physical inventory number and the line number are returned by the API transaction.
7. The physical inventory line can be reported and the balance identity can be updated.
8. The benefit is that at the same time as a picking list line is reported, a physical inventory line is created, reported and the balance identity is also updated.

Whether a physical inventory line is created when a picking list line is reported depends on if the conditions for creating a physical inventory line are met, or not.

When packages are reported, a number of picking list lines are reported with one transaction. In that case, several physical inventory lines can be created by one transaction call. The last number of the last created physical inventory line is returned.