Inventory

Inventory > Inventory transactions > Inventory (Stocktaking)

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Beas extends the standard stocktaking of SAP Business One with the following features:

 

Extended functions:

 

Part inventory across multiple warehouses and storage areas
Stocktaking templates, administration of counting lists, inventory valuation
Full support for batch and serial numbers and bin locations
Easy import of counted stock, freely adjustable counting and recording list
Regular inventory – with stocktaking, correction of stock and bins
Log and archive for all inventory transactions

 

youtube Webinar 11/2017

 

Note:

SAP Bin Management and WMS Bin Management are not supported.

 

The following types of stocktaking are available:

 

hmtoggle_plus1   Annual inventory count

Use annual inventory count to register all stock on a given date. System stock is compared to counted stock, differences are corrected automatically. Only differences are registered.

 

Process

Define annual inventory count

Start stocktaking, save system stock

Optional: create counting lists

Register counting lists, see counting list, single registration, WEB-Application. NOTE: only registered entries are corrected and posted.

Check counting lists

Post differences

Close stocktaking

 

Note:

Only the difference is posted between stock and counting list to the moment of stocktaking. In this period there may be no goods movements.

 

Example:

Stocktaking started 20.12. for warehouses  01 and  02

Counting lists are printed. Goods are counted in warehouse 01. Counting completed. From now it is allowed to post goods to warehouse 01.

The differences are posted once counting in warehouse 02 has finished and all values have been registered.

 

hmtoggle_plus1Regular inventory

Use this feature to get recommendations for stocktaking and start a counting for the selected items.
Prerequisites:

- Define inventory cycles. See SAP Business One > Inventory cycle > Definition.
- Store inventory cycle in the item. See SAP Business One > Regular inventory > Definition.

 

The process of regular inventory is the same as for annual inventory count.

See Annual inventory count.

Create regular stocktaking see Regular inventory.

 

hmtoggle_plus1Initial stocktaking

 

Use initial stocktaking to import or register stock for the first time.

 

Process

Start initial stocktaking

Import stock or use counting lists, single registration

Check counting lists

Post in stock

 

document-powerpoint Training unit Inventory

 

hmtoggle_plus1Work with SAP Standard Inventory

 

Beas-stocktaking function replaces the original SAP Business One function. We recommend to use the Beas function because all rules of the Beas-logic (e.g. reservation feature) are taken into account. Nevertheless, it is possible to use the original SAP Business One function. To do so go to Configuration wizard > Materials management > Warehouse management > Use original SBO inventory

 

However, this is not recommended as several problems could occur when using the SAP Business One inventory:

 

-no support of bin location management
-posting problems with reserved goods

Help URL: https://help.beascloud.com/beas202102/index.html?inventur.htm