Posting the physical inventory for new physical inventory ID

This screen enables you to finalize the physical count process and post the adjustments for variances.

This setting must be done when the Owner configuration is used during Posting process at the Warehouse level:
  • If the Automatically run Validation Process prior to Posting of New Physical Inventory check box is selected, the Validation process is automatically executed prior to Posting.
  • If the Automatic Hold and Release of locations during New Physical Count Process check box is selected, the Physical Inventory Holds for locations are removed after posting.
  • If the Team Count to Post during New Physical Inventory field value is specified:
    • A count – A counts are Posted
    • Last Count Performed:
      • If C counts exist, the C counts are Posted
      • If no C counts exist, the B counts are Posted
      • If no B counts exist, the A counts are Posted

To post the physical inventory:

  1. Select WMS > Execution > Cycle Count > New Physical Inventory ID.The New Physical Inventory ID screen is displayed.
  2. Click Search. The list of new physical inventory records is displayed.
  3. Select the required new physical inventory ID.
  4. Click Post Physical from the Actions menu. The count records are created after the successful validation.
  5. Click Yes to confirm the prompt to post the physical.
    Note: 
    • The system checks all control numbers for review records for team being posted must be counted, missing Lot number, status not in process or post that is already started.
    • The post process is executed separately for each record. If some count records cannot be posted, the process continues and post other records.
    • When the post process is completed without any errors encountered, The physical inventory post process completed successfully message is displayed.
    • If there is a variance, an inventory adjustment is created, and inventory is updated accordingly. The adjustment reason recorded in the adjustment record is determined by the Positive and Negative Reason Codes selected when the physical inventory control record was created.
    • Errors encountered during the post process are logged for your review. The records are identified in the New Physical Review screen with a status of Post Failed.
    • The overall status of the physical count is only updated to Posted when all individual counts have passed validations and have been updated to Posted status.
    • If the post process cannot post an individual count record because of validation checks, the system records the information regarding the error as a system alert. You can view the system alerts within the Alerts screen list (Administration > Application Alerts).
    • Once records that did not post successfully are corrected, you can execute the Post Physical action again.