solution manager content for periodic physical inventory - sap

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Solution Manager Content for Periodic Physical Inventory 2013_SP36 1

Solution Manager Content for Periodic Physical Inventory

CUSTOMER

Document Version: 2012_SP35 – December 11, 2012

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Table of Contents Solution Manager Content for Periodic Physical Inventory ....................................................... 6

Periodic Physical Inventory .................................................................................................... 7

Configuration of Periodic Physical Inventory and Cycle Counting ....................................... 12

Checking Product Master for Cycle Counting .................................................................. 15

Configuration of PI Document Creation ........................................................................... 16

Checking PI Areas ........................................................................................................ 17

Configuring PI-Specific Settings in Warehouse ............................................................ 20

Checking Warehouse Order Creation Rules .................................................................... 22

Configuration of Printing ................................................................................................... 23

Configuring Printing of PI Documents .......................................................................... 24

Configuring Printing of Warehouse Orders ................................................................... 26

Checking Resource Management .................................................................................... 28

Configuration of Tolerances ............................................................................................. 29

Checking Tolerance Groups ......................................................................................... 30

Maintaining Users ......................................................................................................... 32

Scheduling Background Jobs ........................................................................................... 33

Test Case for Periodic Physical Inventory ........................................................................... 35

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Solution Manager Content for Periodic Physical Inventory

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Periodic Physical Inventory

You use this business process to control your warehouse stock and to meet legal requirements. In this process, you create physical inventory (PI) documents for a chosen number of storage bins or products on a regular basis to spread the PI workload over the year. You carry out the counting using a radio frequency (RF) device or paper. By posting the PI documents, you adjust the book inventory in SAP Extended Warehouse Management (SAP EWM). By posting the differences to SAP ERP, you balance the stock accounts.

You can monitor the progress of your PI by using the warehouse management monitor.

The following figure illustrates the correlation between the physical process and the manual or automatic activities in the system:


Physical Activity System Activity

Step 3

Exceptional case

Create

recount documents and

carry out the recounting

(EWM)

Step 1 Create PI documents

and WOs (EWM)

Step 2

Count the bins

or products (EWM)

A counter logs on

as a resource (RF only)

The counter counts

the bin or product

The warehouse clerk monitors

the recount document creation

Step 4

Post the PI documents

(EWM)

Step 5

Set completeness (EWM)


The system creates

PI documents (variant B)

The warehouse clerk

prints the WOs (paper only)

The system assigns

the WOs to a queue (RF only)

The system proposes

the next product or bin

to be counted (RF only)

The warehouse clerk (paper

only) or the counter (RF only)

enters the count results

The system creates

recount documents

The counter carries out the

recounting (repeating step 2)

The system posts

the PI documents

depending on tolerances

A supervisor posts

the remaining PI documents

The system sets completeness

Step 6

Post the differences

(EWM)

The system posts

the differences

depending on tolerances

The supervisor reviews and

posts the remaining differences

A warehouse clerk monitors

the PI progress and creates

PI documents (variant A)

The system creates WOs

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To reduce the counting effort, we recommend making use of the continuous PI procedures Putaway PI and Low-Stock PI in your warehouse.

For more information, see Customizing for Extended Warehouse Management under

Internal Warehouse Processes Physical Inventory Physical-Inventory-Area-

Specific Settings Define Physical Inventory Area .

If you use the storage-bin-specific PI procedures, you can carry out the PI for handling units (HUs). For example, you can set an HU to complete, empty, missing without counting the packed products themselves.

Prerequisites

You have created stock for the PI-relevant products in your warehouse.

For more information about the configuration prerequisites, see Configuration of Periodic Physical Inventory and Cycle Counting [Page 12].

Process

The business process runs in SAP EWM as follows:

1. Create PI documents and WOs (EWM)

Variant A: A warehouse clerk monitors the PI progress of all storage bins or products in the warehouse and calculates how many storage bins or products have to be counted in the given period. He or she then creates PI documents for the calculated number of storage bins or products.

Variant B: With the help of a background job, the system automatically creates PI documents for a number of storage bins or products to be counted. In regular intervals (for example, monthly), the warehouse clerk monitors the PI progress and verifies the number of storage bins or products still to be counted. He or she then adjusts the background job accordingly if necessary.

The system automatically creates one or several warehouse orders (WOs) with a predefined maximum number of PI document items. In a WO, the storage bins to be counted are sorted according to an optimized path in the warehouse.

For an RF-based PI, the system sends the WOs to a PI-specific RF queue.

For a paper-based PI, the warehouse clerk prints the WOs and lays them out in the office.

2. Count the bins or products (EWM)

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In the case of RF-based PI, a counter chooses an RF device and logs on as a resource that is assigned to the PI queue. The system guides the counter to the first storage bin. He or she verifies the storage bin, the handling unit (HU) (if there is one), and the product proposed by the system. Then he or she counts the product and enters the quantity. When he or she finishes the counting of this storage bin, the system guides him or her to the next storage bin.

In the case of paper-based PI, the counter goes to the office and picks up the printouts of the first WO. He or she goes to the first storage bin shown on the first printout. He or she counts the products and writes the count results on the printout. When he or she finishes the counting of the storage bin, he or she goes to the next storage bin listed on the printout. After counting the last bin listed on the printout, he or she notes down the count date and time and signs the printout. Then he or she continues with the next printout. At the end, he or she brings all printouts back to the office and picks up the printouts of the next WO. The warehouse clerk takes the printouts and enters the name of the counter, the count date, and the count results into the system.

If the counter finds a product not proposed by the system (in the case of a bin-specific PI process), he or she brings it physically (without creating any WOs) to the clarification zone. In the clarification zone, an inventory specialist records the product in an ad hoc PI document and moves it to an appropriate bin with the help of an ad hoc WO.

If you use paper for PI, moving products from or to a storage bin during the counting may lead to unexpected results. Therefore, we recommend forbidding movements during the PI process by selecting the Phys. Inventory Blocking Indicator checkbox in the transaction for creating the PI documents. Otherwise, the system might trigger a recount more often than expected.

When saving the count results, the system calculates the differences on the basis of the count results and the book inventory.

3. Create recount documents and carry out the recounting (EWM)

This step is necessary only in exceptional cases with high-value differences.

If a difference exceeds the predefined, counter-dependent thresholds for recounting, the system automatically creates a recount document. A warehouse clerk monitors the creation of recount documents and asks a counter to recount the bins or products.

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4. Post the PI documents (EWM)

When saving the count results, the system automatically posts the PI documents if the differences do not exceed the posting thresholds assigned to the counter (using RF) or the warehouse clerk (using paper). The system adapts the book inventory in the storage bins and posts the differences to the Difference Analyzer.

At the end of the count process, the supervisor checks the remaining PI documents that are not posted yet due to exceeded thresholds and posts them manually.

5. Set completeness (EWM)

This step is necessary only for a product-specific PI.

With the help of a background job, the system checks if a product is completely counted. If so, the system sets its status to complete.

Run this background job once a day.

6. Post the differences (EWM)

To adjust the stock accounts and the available-to-promise (ATP) quantity in a timely manner, the system automatically posts all differences up to a certain value to SAP ERP with the help of a background job. The value threshold is defined in the tolerance group assigned to the background user. The supervisor reviews the remaining, bigger differences in the Difference Analyzer. He or she blocks the differences for posting and defines follow-on actions, such as the analysis of the movements or even the creation of a new PI document for the product. After the review and clarification, he or she posts all differences to SAP ERP manually.

Process Monitoring

In this business process, you can use the following monitoring functions:

Process Step

Objects To Be Monitored

Activities

1 and 5 PI progress 1. On the SAP Easy Access screen, choose Extended

Warehouse Management Monitoring Warehouse

Management Monitor Physical Inventory Physical

Inventory Progress Storage Bin or Extended



Inventory Progress Product . 2. Select the bins or products by activity area.

1 WOs and PI 1. On the SAP Easy Access screen, choose Extended

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documents to be counted


Management Monitor Physical Inventory Count

Overview . 2. Select the count overview by activity area and drill

down to the PI documents to be counted.

2 Counted PI documents with differences

1. On the SAP Easy Access screen, choose Extended



Inventory Documents . 2. Select the counted PI documents by activity area, count

date, and difference quantity greater than 0.

3 Recounted PI documents




Inventory Documents . 2. Select the recounted PI documents by activity area,

physical inventory status RECO (Recounted), and

creation date.

4 Counted PI documents to be posted




Inventory Documents . 2. Select the counted PI documents by activity area,

physical inventory status COUN (Counted), and count

date. 3. To post the counted PI documents, use method Post PI

Doc..

6 Differences in the Difference Analyzer



Management Monitor Physical Inventory Difference

Overview . 2. Select difference overview and navigate to the

Difference Analyzer for a detailed view.

More Information

For more information about how to run this business process in the system, see Test Case for Periodic Physical Inventory [Page 35].

For more information about the functions used in this business process, see SAP Library for SAP Extended Warehouse Management on SAP Help Portal at http://help.sap.com/ewm.

http://help.sap.com/ewm

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Configuration of Periodic Physical Inventory and Cycle Counting

You use this process to configure the following business processes:

Periodic Physical Inventory [Page 7]

Cycle Counting [External]

You can use this configuration process in the following warehouses in SAP Extended Warehouse Management (EWM):

Standard warehouse W001 with preconfigured business processes

This is the recommended way of getting started with EWM. For more information, see the business scenario Warehouse Management with Preconfigured Processes [External].

Your own warehouse

To set up the preconfigured business processes in standard warehouse W001, implement all

configuration steps except the steps marked with Optional. These steps help you to understand the configuration of the processes but do not require a manual activity.

To configure the processes in your own warehouse, implement all configuration steps. In the steps marked with Optional, check if you need to adapt the existing entries to your own warehouse and carry out changes as needed.

All configuration steps require activities in EWM unless the documentation explicitly tells you to carry out an activity in SAP ERP.

Following features are covered by this configuration process:

Counting using radio-frequency (RF) devices or paper

Working with product-specific or bin-specific physical inventory (PI) procedures in the business process Periodic Physical Inventory

.

Prerequisites

In transaction OB29, you have created a fiscal year variant in EWM as prerequisite for

defining the PI year.

For more information, see Configuration of Warehouse Management with Preconfigured Processes [External].

Process

1. Checking Product Master for Cycle Counting [Page 15] (Optional) 2. Configuration of PI Document Creation [Page 16] 3. Checking Warehouse Order Creation Rules [Page 22] (Optional) 4. Configuration of Printing [Page 23] 5. Checking Resource Management [Page 28] (Optional)

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6. Configuration of Tolerances [Page 29] 7. Scheduling Background Jobs [Page 33]

Result

You have configured the business processes Periodic Physical Inventory and Cycle Counting.

In warehouse W001, you can run the processes as described in the following test cases:

Test Case for Periodic Physical Inventory [Page 35]

Test Case for Cycle Counting [External]

Example

You configure the business processes in warehouse W001 using the following data (see

Configuration of Warehouse Structure and Master Data for SAP EWM [External]):

Warehouse Structure

Storage Type Description T010 Pallet Rack – Medium Parts T020 Pallet Rack – Small Parts T050 Pallet Rack – Large Parts T051 Rack Storage – All Size Parts

Storage Type Storage Section Description T010 S001 Total Section T020 S001 Fast-Moving Items T020 S002 Slow-Moving Items T050 S001 Total Section T051 S001 Small Parts T051 S002 Medium Parts T051 S003 Large Parts

Activity Area Description PIA1 PI Area 1: Periodic Physical Inventory PIA2 PI Area 2: CC for Fast-Moving Parts PIAC PI Area C: Clarification Zone

Master Data

Product Description PROD-S01 Small part, fast-moving 01 PROD-S02 Small part, fast-moving 02 PROD-S03 Small part, fast-moving 03 PROD-S04 Small part, fast-moving 04

PROD-S05 Small part, slow-moving 05 PROD-S06 Small part, slow-moving 06 PROD-M01 Medium part 01 PROD-M02 Medium part 02 PROD-M03 Medium part 03 PROD-M11 Medium part 11 PROD-L01 Large part 01 PROD-L02 Large part 02 PROD-L03 Large part 03

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In the business process Cycle Counting, only products with cycle counting indicator are used.

Printer Description PR01 Printer located at the internal office PR06 Printer located at the clarification zone

Spool Data Description 01 Use in case one copy is needed

Process-Specific Settings

Queue Description Q-PI Physical Inventory

Resource Description COUNTER01 Counter 1

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Checking Product Master for Cycle Counting

You define cycle counting indicators with an interval in work days after which a new counting should be performed. The values for the cycle counting indicator are given by the classification of your products. These cycle counting indicators are assigned to the products relevant for cycle counting.

Procedure

1. Check the following entries in Customizing for Extended Warehouse Management

under Internal Warehouse Processes Physical Inventory Warehouse-Number-

Specific Settings Configure Cycle Counting :

Warehouse Number

Cycle Counting Indicator

Interval of Physical Inventories in Workdays

Buffer Time in Workdays

W001 A 20 0

W001 B 60 0

W001 C 120 0

2. Check the following assignments of cycle counting indicators to the fast-moving

products created for warehouse W001 on the SAP Easy Access screen for Extended

Warehouse Management under Master Data Product Maintain Warehouse

Product :

Product Cycle Counting Indicator PROD-S01 A

PROD-S02 A

PROD-S03 B

PROD-S04 C

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Configuration of PI Document Creation

You use this process to configure the physical inventory (PI) document creation.

Process

1. Checking PI Areas [Page 17] (Optional) 2. Configuring PI-Specific Settings in Warehouse [Page 20]

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Checking PI Areas

You define a physical inventory (PI) area to specify how you want to perform the PI within this area. If you want to perform the PI in different ways (for example, in area 1 you want to count using radio frequency (RF) devices and in area 2 you want to count using paper), you define several PI areas.

You set some control parameters for each PI area (like enabling low stock PI) and you allow specific PI procedures.

Procedure

1. Check the definition of physical inventory areas as follows:

1. In Customizing for Extended Warehouse Management, choose Internal

Warehouse Processes Physical Inventory Physical-Inventory-Area-

Specific Settings Define Physical Inventory Area . 2. Check the following entries:

Physical Inventory Area

Putaway PI

Low Stock PI

Posting After Count

Display Item Objects at Time of Count Entry

HU Complete Allowed

Printout of Item Objects in Phys. Inventory Count Document

Completeness Check Online/Offline (Report)

W001_PIA

1 X X X X X X X

W001_PIA

2 X X X X X X X

W001_PIA

C - - X X - - X

3. Select entry W001_PIA1, choose Permitted Document Types in the dialog

structure, and check the following entries:

Physical Inventory Area Procedure W001_PIA1 AL (Annual Physical Inventory (Storage-Bin-Specific))

W001_PIA1 AS (Annual Physical Inventory (Product-Specific))

W001_PIA1 NL (Low Stock Physical Inventory (Storage-Bin-Specific))

W001_PIA1 PL (Putaway Physical Inventory (Storage-Bin-Specific))

4. Go back.

5. Select entry W001_PIA2, choose Permitted Document Types in the dialog

structure, and check the following entries:

Physical Inventory Area Procedure W001_PIA2 CC (Cycle Counting Physical Inventory (Product-Specific))

W001_PIA2 NL (Low Stock Physical Inventory (Storage-Bin-Specific))

W001_PIA2 PL (Putaway Physical Inventory (Storage-Bin-Specific))

6. Go back.

7. Select entry W001_PIAC, choose Permitted Document Types in the dialog

structure, and check the following entry:

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Physical Inventory Area Procedure W001_PIAC HL (Ad-hoc Physical Inventory (Storage-Bin-Specific))


under Master Data Activity Areas Define Activity Area :

Warehouse Number Activity Area Description W001 PIA1 PI Area 1: Periodic Physical Inventory W001 PIA2 PI Area 2: CC for Fast-Moving Parts

W001 PIAC PI Area C: Clarification Zone


under Master Data Activity Areas Assign Storage Bins to Activity Areas :

Warehouse Number

Activity Area

Sequence Number

Storage Type

Aisle Start

Aisle End

Stack Start

Stack End

Level Start

Level End

W001 PIA1 1 T010 - - - - - -

W001 PIA1 2 T050 - - - - - -

W001 PIA1 3 T020 01 06 05 08 A E

W001 PIA1 4 T051 - - - - - -

W001 PIA2 1 T020 01 06 01 04 A E

W001 PIAC 1 T970 - - - - - -


under Master Data Activity Areas Define Sort Sequence for Activity Area :

Warehouse Number Activity Area Activity Sequence Number Storage Type W001 PIA1 INVE 1 T010

W001 PIA1 INVE 2 T050




W001 PIAC INVE 1 T970

5. Check the storage bin sorting as follows: 1. On the SAP Easy Access screen for Extended Warehouse Management,

choose Master Data Storage Bins Sort Storage Bins . 2. Enter the following data on the selection screen and choose Display:

Warehouse Number Activity Area Activity W001 PIA1 INVE

3. Check the entries that are displayed.

Repeat steps 1 and 2 for activity areas PIA2 and PIAC.



Specific Settings Assign Physical Inventory Area to Activity Area :

Warehouse Number Activity Area Physical Inventory Area W001 PIA1 W001_PIA1

W001 PIA2 W001_PIA2

W001 PIAC W001_PIAC

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You assign the PI areas 1:1 to activity areas. These activity areas have to be sorted for activity Physical Inventory as in step 5.

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Configuring PI-Specific Settings in Warehouse

Step 2 of this procedure requires a manual activity.

Procedure

1. Check the number range interval 01 for warehouse number W001 in Customizing for

Extended Warehouse Management under Internal Warehouse Processes

Physical Inventory Warehouse-Number-Specific Settings Define Number Range

for Physical Inventory Documents . 2. Check the following entry and add your fiscal year variant in Customizing for

Extended Warehouse Management under Internal Warehouse Processes

Physical Inventory Warehouse-Number-Specific Settings Specify Physical-

Inventory-Specific Settings in the Warehouse :

Warehouse Number

Fiscal Year Variant of Physical Inventory Year

No Tolerance Check in Counting

Number Range Interval for Physical Inventory Document

W001 <fiscal year

variant> X 01



Specific Settings Reason and Priority Define Priorities :

Warehouse Number Priority Description W001 1 HIGH W001 2 MEDIUM W001 3 LOW

You define the permitted reasons for creating a PI document. By assigning a priority to each reason, you can control the processing urgency of a PI document. Besides monitoring purposes, the priority can be used for tailoring the warehouse orders by using warehouse order creation rules. In the business processes Periodic Physical Inventory and Cycle Counting, the warehouse order creation rule does not consider the priority.



Specific Settings Reason and Priority Define Reason for Physical Inventory :

Warehouse Number

Reason Description Priority Create Physical Inventory Document Active

W001 LOW Low Stock Physical Inventory

3 X

W001 PUT Putaway Physical Inventory

3 X

W001 STND Standard Physical 2 X

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Inventory W001 UNPL Unplanned Physical

Inventory

1 X

You can configure on reason level if the PI document is active after the creation.



Specific Settings Reason and Priority Define Standard Reason for Each Phys.

Inv. Procedure :

Warehouse Number Physical Inventory Procedure Reason W001 AL STND

W001 AS STND

W001 CC STND

W001 HL UNPL

W001 NL LOW

W001 PL PUT

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Checking Warehouse Order Creation Rules

You use the warehouse order (WO) creation rule to create optimum work packages for the counter.

Procedure

1. Check the following entry in Customizing for Extended Warehouse Management

under Cross-Process Settings Warehouse Order Define Limit Values for the

Size of a Warehouse Order :

Warehouse Number

Limit Description Limit Value Type

Minimum Number of Items per WO

Maximum Number of Items per WO

W001 L004 Max. 20 PI Items

A (Physical

Inventory)

1 20


under Cross-Process Settings Warehouse Order Define Creation Rule for

Warehouse Orders :

Warehouse Number

Warehouse Order Creation Rule

Description

Creation Category

Item Filer

Limit

WO Sorting

Packaging Profile

W001 R004 Max. 20 PI Items

H

(Physical Inventory)

- L00

4 PIPA -

With WO sorting PIPA, the sort sequence defined for the activity area and the

activity Physical Inventory are used.


under Cross-Process Settings Warehouse Order Define Search Sequence of

Creation Rules for Activity Areas :

Warehouse Number

Activity Area

Activity Sequence Number

Warehouse Order Creation Rule

W001 PIA1 INVE 1 R004

W001 PIA2 INVE 1 R004

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Configuration of Printing

You use this process to configure the printing of physical inventory (PI) documents and warehouse orders.

Process

1. Configuring Printing of PI Documents [Page 24] 2. Configuring Printing of Warehouse Orders [Page 26]

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Configuring Printing of PI Documents

You use this procedure to define which printer is found and which print form is used when you

print PI documents. This may depend on the PI area, for example. In warehouse W001, the

printers PR01 and PR06 and the standard form /SCWM/PI_CNT_DOC are used. Printer PR01

is located in the internal office and printer PR06 is located at the clarification zone (see

Creating Printers [External] in Configuration of Warehouse Structure and Master Data for SAP EWM [External]).

Procedure

1. Check the determination procedure as follows:

1. In Customizing for Extended Warehouse Management, choose Internal

Warehouse Processes Physical Inventory Print Create and Change

Determination Procedure . 2. Check the following entry:

Application Usage Procedure PPI PI 0001

3. Select determination procedure 0001, choose Elements of Determination

Procedure in the dialog structure, and check the following entry:

Level Number Counter Condition Type 1 1 0001

2. Check the following assignment of determination procedure to the warehouse number

in Customizing for Extended Warehouse Management under Internal Warehouse

Processes Physical Inventory Warehouse-Number-Specific Settings Specify

Physical-Inventory-Specific Settings in the Warehouse :

Warehouse Number Determination Procedure

W001 0001

3. Check the warehouse-specific printing parameters as follows: 1. On the SAP Easy Access screen for Extended Warehouse Management,

choose Work Scheduling Print Settings Maintain Warehouse-Specific

Printing Parameters .

2. Select warehouse W001, choose Spool Parameters in the dialog structure,

and check the following entry:

Spool Data

Output Device

Print Immediately

Release After Output

New Spool Request (Print Parameters)

Number of Identical Copies

01 - X X X 1

You maintain warehouse-specific printing parameters such as spool data for grouping of printing parameters (such as point in time for printing, printer, handling of spool job after printing, text for cover page, and so on) to be used for condition record creation.

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4. Create condition records for printing as follows: 1. On the SAP Easy Access screen for Extended Warehouse Management,

choose Work Scheduling Print Settings Create Condition Records for

Printing (Physical Inventory) .

2. On the selection screen, enter application PPI, maintenance group PI, and

choose Execute. 3. Create the following entries:

Condition Type

Warehouse Number

PI Area

Form Printer

Spool Data

PPF: Name of Action Definition

Form Type

0001 W001 PIA

1 /SCWM/PI_CNT_DO

C PR01 01 PI_COUN

T -

0001 W001 PIA

2 /SCWM/PI_CNT_DO

C PR01 01 PI_COUN

T -

0001 W001 PIA

C /SCWM/PI_CNT_DO

C PR06 01 PI_COUN

T -

The printer can be determined directly using the condition record (first priority), the spool data (second priority) or the user defaults (third priority).

5. For more information about any issues during printing, you can activate the application log on the SAP Easy Access screen for Extended Warehouse

Management under Work Scheduling Print Settings Activate Application Log

.

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Configuring Printing of Warehouse Orders

You use this procedure to configure the automatic printing of warehouse orders during the

warehouse order creation at the clarification zone with warehouse process type P999. With

help of this warehouse order, you can put away a product that has been recorded at the clarification zone in a physical inventory.

Procedure

1. Check the definition of determination procedure as follows:

1. In Customizing for Extended Warehouse Management, choose Cross-

Process Settings Warehouse Order Print Define Determination

Procedure . 2. Check the following entry:

Application Usage Procedure PWO PW 0001

3. Select the determination procedure 0001, choose Elements of Determination

Procedure in the dialog structure, and check the following entry:

Level Number Counter Condition Type

1 1 0001


under Cross-Process Settings Warehouse Order Print Assign Determination

Procedure :

Warehouse Number Warehouse Process Type Determination Procedure W001 P999 0001

3. Check the warehouse-specific printing parameters as follows: 1. On the SAP Easy Access screen for Extended Warehouse Management,

choose Work Scheduling Print Settings Maintain Warehouse-Specific

Printing Parameters .

2. Select warehouse W001, choose Spool Parameters in the dialog structure,

and check the following entry:

Spool Data

Output Device

Print immediately

Release after output

New Spool Request (Print Parameters)

Number of Identical Copies

01 - X X X 1

You maintain warehouse-specific printing parameters such as spool data for grouping of printing parameters (such as point in time for printing, printer, handling of spool job after printing, text for cover page, and so on) to be used for condition record creation.

4. Create condition record for printing of warehouse orders as follows:

SAP Library


1. On the SAP Easy Access screen for Extended Warehouse Management,

choose Work Scheduling Print Settings Create Condition Records for

Printing (Warehouse Orders) .

2. On the selection screen, enter application PWO, maintenance group PWO, and

choose Execute. 3. Create the following entries:

Condition Type

Warehouse Number

Activity Area

Warehouse Process Type

Form Printer

Spool Data

PPF: Name of Action Definition

Form Type

0001 W001 - P999 /SCWM/WO_SI

NGLE PR06 01 WO_SIN

GLE -

The condition record decides if printing should take place. The decision is based on the fields maintained in the condition record. Once the system has decided to create a printout, the condition record is also the basis to determine the printer, form, and spool data.

The printer can be determined directly by means of the condition record (first priority) or by means of the spool data (second priority) or from the user defaults (third priority).

5. For more information about any issues during printing, you can activate the application log on the SAP Easy Access for Extended Warehouse Management

under Work Scheduling Print Settings Activate Application Log .

More Information

For more information, see the following:

SAP Library for SAP Extended Warehouse Management on SAP Help Portal at

http://help.sap.com/ewm under Warehouse Order Creation Printing Warehouse

Orders and Warehouse Tasks

Customizing documentation for Extended Warehouse Management under Cross-

Process Settings Warehouse Order Print

http://help.sap.com/ewm

SAP Library


Checking Resource Management

Procedure


under Cross Process Settings Resource Management Define Queues . In the activity, choose Define Queues.

Warehouse Queue Description Operating Environment W001 Q-PI Physical Inventory 3 (RF Resource Management Active)


under Cross Process Settings Resource Management Define Queues . In the activity, choose Define Queue Determination Criteria.

Warehouse Activity Area: Source

Destination Activity Area

Bin Access Type

Warehouse Process Type

Activity Queue

W001 PIA1 - - - INVE Q-PI

W001 PIA2 - - - INVE Q-PI


under Cross Process Settings Resource Management Define Queues . In the activity, choose Define Queue Access Sequences.

Warehouse

Sequence Number

Consideration of Source Activity Area

Consideration of Destination Activity Area

Consideration of Storage Bin Access Category

Take Warehouse Process Type into Account

Consideration of Activity

W001 7 X - - - X

4. Check the following entry on the SAP Easy Access screen for Extended Warehouse

Management under Master Data Resource Management Maintain Queue

Sequence for Resource Group :

Warehouse Resource Group Sequence No. Queue W001 RG03 1 Q-PI

SAP Library


Configuration of Tolerances

You use this process to configure tolerances.

Process

1. Checking Tolerance Groups [Page 30] (Optional) 2. Maintaining Users [Page 32]

SAP Library


Checking Tolerance Groups

Procedure



Specific Settings Define Tolerance Groups Define Tolerance Group for

Recounting :

Warehouse Number

Tolerance Group for Recount

Allowed Percentage Quantity-Based Tolerance

Do Not Perform Quantity-Based Tolerance Check

Allowed Value-Based Tolerance

Do Not Execute Value-Based Tolerance Check

W001 COUNTER - X 1000 -

You define tolerance groups to set thresholds for triggering a recount automatically. By assigning your counters to these tolerance groups (see Maintaining Users [Page 32]), you can use these counter-specific tolerance groups as quality measures for counting.



Specific Settings Define Tolerance Groups Define Tolerance Group for Posting

Differences :

Warehouse Number

Tolerance Group for Posting

Allowed Percentage Quantity-Based Tolerance

Do Not Perform Quantity-Based Tolerance Check



W001 COUNTER - X 1000 - W001 CLERK - X 10000 - W001 SUPERVISOR - X - X

You define tolerance groups to set thresholds for posting the differences in SAP Extended Warehouse Management (EWM). By assigning your users to these tolerance groups (see Maintaining Users [Page 32]), you can use these user-specific tolerance groups as authorization for posting differences up to a certain value.



Specific Settings Define Tolerance Groups Define Tolerance Group for Difference

Analyzer :

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Warehouse Number




W001 BACKGROUND 100 - W001 CLERK 10000 - W001 SUPERVISOR - X

You define tolerance groups to set thresholds for posting the differences to SAP ERP. By assigning your users to these tolerance groups (see Maintaining Users [Page 32]), you can use these user-specific tolerance groups as authorization for posting differences up to a certain value.

SAP Library


Maintaining Users

Procedure

1. Create the following entries for warehouse W001 on the SAP Easy Access screen for

Extended Warehouse Management under Settings Physical Inventory Assign

User to Tolerance Group for Recount/Clearing :

User Activity Area for Physical Inventory


Tolerance Group for Recount

<user

counter> - COUNTER COUNTER

<user clerk> - CLERK -

<user

supervisor> - SUPERVISOR -

2. Create the following entries for warehouse W001 on the SAP Easy Access screen for

Extended Warehouse Management under Settings Physical Inventory Assign

User to Tolerance Group for Difference Analyzer :

User Tolerance Group for Difference Analyzer <user background> BACKGROUND

<user clerk> CLERK

<user supervisor> SUPERVISOR

SAP Library


Scheduling Background Jobs

Procedure

1. Schedule a background job to determine and set prices from SAP ERP as follows: 1. On the SAP Easy Access screen for Extended Warehouse Management,

choose Physical Inventory Periodic Processing Determine and Set

Prices from ERP . 2. Schedule this transaction as background job on a daily basis (at night).

As the tolerance checks are based on the product value, this job has to be scheduled to keep the values up-to-date.

2. Schedule a background job to create PI documents for periodic PI as follows: 1. On the SAP Easy Access screen for Extended Warehouse Management,

choose Physical Inventory Periodic Processing Create Physical

Inventory Document . 2. Create a variant with the following data:

Warehouse Number: W001

Activity Area: PIA1

Physical Inventory Procedure: AS or AL

Select Active PI Document Enter Maximum Number of Items or Maximum Number of Products Select for the Count Date the dynamic date calculation Current Date

3. Schedule this transaction with the variant as background job on a daily basis (in the morning).

3. Schedule a background job to create PI documents for cycle counting as follows: 1. On the SAP Easy Access screen for Extended Warehouse Management,

choose Physical Inventory Periodic Processing Create Physical

Inventory Document (Cycle Counting) . 2. Create a variant with the following data:


Activity Area: PIA2

Select Active PI Document Select for the Count Date the dynamic date calculation Current Date.

3. Schedule this transaction with the variant as background job on a daily basis (in the morning).

4. Schedule background job to post differences to SAP ERP as follows: 1. On the SAP Easy Access screen for Extended Warehouse Management,

choose Physical Inventory Periodic Processing Post Differences to

ERP System . 2. Create a variant with the following data:

Select all difference categories Select Post on Cumulative Level under Settings

3. Schedule this transaction as background job on a daily basis (in the evening). 5. Schedule a background job to set the completeness status for completely counted

products as follows:

SAP Library


1. On the SAP Easy Access screen for Extended Warehouse Management,

choose Physical Inventory Periodic Processing Check Product for

Complete Counting . 2. Create a variant with the following data:


Activity Area: PIA1 and PIA2

Select Current Fiscal Year under Execution 3. Schedule this transaction as background job on a daily basis (at night).

SAP Library


Test Case for Periodic Physical Inventory

You can use this test case to run the business process Periodic Physical Inventory [Page 7]

(PI) in warehouse number W001.

Prerequisites

This test case requires the following roles:

Background user with authorization to schedule and run various reports in the background

Warehouse clerk with standard application authorization

Counter with authorization to use the radio-frequency (RF) environment (in the case of an RF-based physical inventory (PI))

Supervisor with unlimited authorization

You have created stock in storage types T010, T050, and T051 in warehouse number W001

in one of the following ways:

Using stock data transfer on the SAP Easy Access screen under Extended

Warehouse Management Interfaces Data Upload Stock Data Transfer

(transaction /SCWM/ISU)

Running the following business processes:

o For T010: Inbound Process with Repacking for Putaway [External]

o For T050: Inbound Process Without Packing Information (Manual GR)

[External] or Inbound Process Without Packing Information (Manual WT) [External]

o For T051: Customer Returns with Quality Inspection [External] or Automatic

Replenishment [External]

For more information, see the prerequisites of the business process Periodic Physical Inventory [Page 7].

Features

This test case uses the following transactions that you can find on the SAP Easy Access screen for Extended Warehouse Management:

Physical Inventory Periodic Processing Determine and Set Prices from ERP

(transaction /SCWM/VALUATION_SET)

Physical Inventory Periodic Processing Create Physical Inventory Document

(transaction /SCWM/PI_DOC_CREATE)

Monitoring Warehouse Management Monitor (transaction /SCWM/MON)

To customize the transaction, check the default values.

Choose F5 and enter the following data:

o Warehouse Number: W001

o Monitor: SAP

SAP Library


Execution Log On to RF Environment (transaction /SCWM/RFUI)

Physical Inventory Create Phys. Inventory Count in List (transaction

/SCWM/PI_COUNTLIST)



o Warehouse No.: W001

o Document Year: <current year>

Physical Inventory Periodic Processing Check Product for Complete Counting

(transaction /SCWM/PI_COMPL_CHECK)

Physical Inventory Periodic Processing Post Differences to ERP System

(transaction /SCWM/WM_ADJUST)

Physical Inventory Difference Analyzer (transaction /SCWM/DIFF_ANALYZER)



o Warehouse No.: W001

o Select the Phys. Inv. Diff. checkbox

Activities Step Number

Step Description

Step Processor

Input Data Expected Results

Preparation Step

Determine and set prices from SAP ERP

Automatic step scheduled by background user

1. Start transaction /SCWM/VALUATION_SET

. 2. Enter a warehouse

number, for example,

W001.

3. Choose Execute (F8). 4. Select all lines and

choose Overtake values (F8).

Prices for all products are available in EWM.

1 Create PI documents and WOs (EWM)

- - -

SAP Library


1.1

Variant A

Review the PI progress in the warehouse management monitor

Warehouse clerk

1. Start transaction

/SCWM/MON.

2. Choose Physical

Inventory Physical

Inventory Progress . 3. Choose Bin or Product. 4. Search for the bins or

products by activity area

PIA1.

5. To calculate the number of storage bins or products to be counted on the current date, check the value of the Number of Open Objects field.

You have calculated the number of storage bins or products to be counted.

1.2

Variant A

Create PI documents

Warehouse clerk

1. Start transaction /SCWM/PI_DOC_CREATE

. 2. Enter the following data:

o Warehouse Number: for

example, W001

o Activity Area: for

example, PIA1

o Count Date: <current

date>

o Physical Inventory

Procedure: AL (Annual

Physical

Inventory

(Storage-Bin-

Specific) or AS (Annual

Physical

Inventory

(Product-

Specific)

o Select the Active PI Document checkbox

o For paper-based PI only, select the Phys. Inv. Block. Ind. (Physical Inventory Blocking Indicator) checkbox

o Maximum Number of Items or Maximum Number of

Products: <the calculated

number of

PI documents are created.

1.2

Variant B


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storage bins>

or <the calculated

number of

products>

o Deselect the Simulation Mode checkbox

3. Choose Execute (F8). 4. Select all lines and

choose Create.

1.3 Create WOs Automatic step

- WOs are created.

1.4

RF

Assign the WOs to an RF-relevant queue

This step is only needed if you use RF for counting.

Automatic step

- The WOs are assigned to an RF-relevant queue.

1.4

Paper

Print the WOs from the warehouse management monitor

This step is only needed if you use paper for counting.

Warehouse clerk


/SCWM/MON.

2. Choose Documents

Warehouse Orders . 3. Search for the WOs using

the following data: o Select the Open

WOs checkbox o Activity Area:

PIA1

o WOCR Category: H (Physical

Inventory)

o Creation Date: <current

date>

4. Select the WOs and

choose More methods

Print .

The WOs are printed. You can check the spool requests in transaction

SP01.

2 Count the bins or products (EWM)

- - -

2.1

RF

Log on to the RF environment as a resource,

Counter 1. Start transaction

/SCWM/RFUI.

2. Log on to warehouse

W001 as resource

COUNTER01 with

Option A: The PI document is

SAP Library


count the bins or products, and enter the count results in the system

This step is only needed if you use RF for counting.

presentation device

PD01.

3. Choose Internal

Processes Inventory

Counting Inventory

Counting Guided (fast

path 511).

4. Verify the bin. 5. Verify the HU (if there is

one). 6. Verify the product (if stock

is available). 7. Enter counted quantity

and correct UoM (if stock is available).

You have the following options:

o Option A: Same quantity as book quantity

o Option B: Quantity that slightly differs from the book quantity

o Option C: Quantity that largely differs from the book quantity, which triggers a recount (see thresholds of tolerance group for recount

(COUNTER))

8. Choose F11 to save

results and to continue with the next bin.

counted and there are no differences.

Option B: The PI document is counted and differences have been calculated.

Option C: The PI document has status RECO

(Recounted) and a new PI document has been created (see Step 3: Exceptional case below).

2.1

Paper

Pick up the printouts, count the bins or products, and note down the count results on the printouts

This step is only needed if you use paper for

Counter This step is carried out outside of the system.

-

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counting.

2.2

Paper

Enter the count results in the system

This step is only needed if you use paper for counting.

Warehouse clerk


/SCWM/PI_COUNTLIST.

2. Enter a warehouse order. 3. Choose Execute (F8). 4. Enter a counter and a

count date. 5. Enter the counted

quantity and correct UoM (if stock is available).

You have the following options:

o Option A: Same quantity as book quantity

o Option B: Quantity that slightly differs from the book quantity

o Option C: Quantity that largely differs from the book quantity, which triggers a recount (see thresholds of tolerance group for recount

(COUNTER))

6. Repeat this procedure with the next item.

Option A: The PI document is counted and there are no differences.

Option B: The PI document is counted and differences have been calculated.

Option C: The PI document has status RECO

(Recounted) and a new PI document has been created (see Step 3: Exceptional case below).

3

Exceptional case

Create recount documents and carry out the recounting (EWM)

Automatic step

- -

3.1 Review recounted documents

Warehouse clerk


/SCWM/MON.

2. Choose Physical

For the selected recounted PI

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in the warehouse management monitor

Inventory Physical

Inventory Documents . 3. Search for the PI

documents using the following data:

o Activity Area: PIA1

o Physical Inventory Status: RECO(Recounte

d)

o Creation Date: <current

date>

documents, note the number of the referenced recount documents in the Number of Physical Inventory Document field.

3.2 Retrigger the count process for the recount documents noted in step 3.1

Warehouse clerk

1. If you use paper, repeat the paper-specific steps from 1.4.

2. If you use RF, repeat the RF-specific steps from 2.1.

All PI documents are counted.

4 Post the PI documents (EWM)

Automatic step

- The PI documents with differences lower than the threshold of the tolerance group assigned to the warehouse clerk (using paper) or counter (using RF) have status

POST (Posted).

The book quantities in the storage bins are adjusted. The differences are posted to the Difference Analyzer.

4.1 Post the remaining PI documents (with high-value differences) from the warehouse management monitor

Supervisor


/SCWM/MON.

2. Choose Physical

Inventory Physical

Inventory Documents . 3. Search for the PI

documents using the following data:

1. Activity Area: PIA1

2. Physical Inventory Status: COUN

(Counted)

3. Creation Date: <current

All PI documents are posted.

SAP Library


date>

4. Select all lines and

choose More methods

Post PI Doc. .

5 Set completeness (EWM)

This step is necessary only for product-specific PI.


1. Start transaction /SCWM/PI_COMPL_CHEC

K.

2. Enter the following data: o Warehouse

Number: W001

o Activity Area: PIA1

o Select the Completeness Without Stock checkbox

o Select the Current Fiscal Year radio button

3. Choose Execute (F8).

The Complete checkbox is selected for all products that are completely counted.

6 Post the differences (EWM)



/SCWM/WM_ADJUST.

2. Enter the warehouse

number W001.

3. Select all difference categories and the Post on Cumulative Level radio button.

4. Choose Execute (F8).

All differences with a value lower than the threshold of the tolerance group

(BACKGROUND)

assigned to the background user are posted to SAP ERP.

6.1 Review the remaining high-value differences and post them to SAP ERP from the Difference Analyzer

Supervisor

1. Start transaction /SCWM/DIFF_ANALYZER

. 2. Display the remaining

differences. 3. Select the differences and

choose Post.

All differences are posted to SAP ERP.