Posting the physical inventory

You can finalize the physical count process and post the adjustments for variances.

When the POSTPHYSICALNEWBACKGROUND parameter is enabled on the System Settings screen and the Post Physical option is selected from the Actions menu on the New Physical Control screen:

  • The application submits the process as a background job instead of processing the job synchronously
  • The application displays a confirmation message after the job is submitted.
  • The status of the job is displayed on the Background Job Process Review screen. The jobs that are in the In Progress status can be unlocked using the Unlock option.

To post the physical inventory:

  1. Select Facility > Warehouse > WMS > Execution > Cycle Count > New Physical Control. The New Physical Control screen is displayed.
  2. Click Search to display the list of records.
  3. Select the applicable control number.
  4. Click Actions > Post Physical.
  5. Click Yes to confirm the prompt to post the physical.
    Note: 
    • 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 message The physical inventory post process completed successfully 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 (Facility > Warehouse > WMS > Administration > Application Alerts).
    • Once records that did not post successfully are corrected, you can execute the Post Physical action again.
    • Once all count records have been successfully posted, the control record is updated to Posted status by the system.