You can count items as often as you'd like. For example, because they're more valuable, or because they're fast movers and a large part of your business. Specify the counting frequency by assigning special counting periods to the items.

Depending on your warehouse setup, you can do cycle counting in the following ways. Learn more at Setting Up Warehouse Management.

• If your location doesn't use directed put-away and picks, use the Physical Inventory Journal page. The steps are similar to counting physical inventory without cycle counting.
• If your location uses directed put-away and picks, use the Warehouse Physical Inventory Journal page. Then use the Item Journals page to run the Calculate Warehouse Adjustment action.

Counting physical inventory is typically a recurring task, for example monthly, quarterly, or annually. You can set up the inventory counting periods you need and assign one to each item. Afterward, use the Calculate Counting Period action on the Physical Inventory Journal page to automatically create lines for the items.

1. Choose the  icon, enter Physical Inventory Counting Periods, and then choose the related link.
2. Fill in the fields as necessary. Hover over a field to read a short description.

1. Choose the  icon, enter Items, and then choose the related link.
2. Select the item to which you want to assign a counting period.
3. In the Phys Invt Counting Period Code field, select the counting period.

 Note

If you're changing the counting period, a message displays information about the results of the change. Choose Yes to change the code and calculate the first counting period for the item. The next time you choose to calculate a counting period in the physical inventory journal, the item appears as a line on the Phys. Invt. Item Selection page. You can then count the item periodically.

1. Choose the  icon, enter Physical Inventory Journal, and then choose the related link.

2. Choose the Calculate Counting Period action.

   The Phys. Invt. Item Selection page shows items that need to be counted according to their counting periods.

3. Count the physical inventory. Learn more at To count physical inventory.

1. Choose the  icon, enter Warehouse Physical Inventory Journal, and choose the related link.

2. Choose the Calculate Counting Period action.

   The Phys. Invt. Item Selection page show items need to be counted according to their counting periods.

3. Count the physical inventory. Learn more at To count physical inventory.

   

    Note
   

   Count the item in all bins that contain it. If you delete bin lines that were retrieved for counting on the Whse. Phys. Inventory page, the count will be incorrect when you post it in a physical inventory journal

After you've done a physical count of an item, use the Adjust Inventory action to record the actual inventory quantity.

1. Choose the  icon, enter Items, and then choose the related link.
2. Select the item for which you want to adjust inventory, and then choose the Adjust Inventory action.
3. In the New Inventory field for the location, enter the result of the count.
4. Choose the OK button.

You can also use the Adjust Inventory action as an easy way to add purchased items to inventory if you don't use purchase invoices or orders to record your purchases. Learn more at Record Purchases.

 Note

After you adjust inventory, update its current value. For more information, see Revalue Inventory.

On the Item Journal page, you can post item transactions directly to adjust inventory for purchases, sales, and positive or negative changes without using documents.

If you often use the item journal to post the same or similar journal lines, for example, for material consumption, the Standard Item Journal page can make this recurring work easier. For more information, see Work with Standard Journals.

1. Choose the  icon, enter Item Journals, and then choose the related link.
2. Fill in the fields as necessary. Hover over a field to read a short description.
3. Choose the Post action to adjust the quantities.

If your location uses directed put-away and pickss, use the Warehouse Item Journal page to post unplanned positive and negative quantity changes. For example, for items posted as missing that show up unexpectedly, or losses due to breakage.

Warehouse item journals give you more levels of adjustment to make your quantities more precise. The warehouse knows how many items are on hand and where they're stored, but each adjustment isn't posted to the item ledger. Credits or debits are made to the real bin with the quantity adjustment. A balancing entry is made in an adjustment bin. The adjustment bin is a virtual bin with no real items. You specify the virtual bin in the Invt. Adjustment Bin Code field on Location Card pages.

1. Choose the  icon, enter Warehouse Item Journal, and then choose the related link.
2. Fill in the header information.
3. In the Item No. field on the line, choose the item.
4. Enter the bin in which you're putting the extra items or where you've items are missing.
5. In the Quantity field, if you've found extra items, enter a positive quantity. If items are missing, enter a negative quantity.
6. Choose the Register action.

Post the adjustment bin records in the item ledger for the periods you've defined. Some companies post daily adjustments to the item ledger, while others reconcile less often.

1. Choose the  icon, enter Item Journal, and then choose the related link.
2. Fill in the fields on each journal line.
3. Choose the Calculate Warehouse Adjustment action, and then add filters on the Calculate Warehouse Adjustment page. Adjustments are calculated only for the entries in the adjustment bin that meet the filter requirements.
4. On the Options FastTab, fill in the Document No. field with a number that you enter manually. Because no number series has been set up for this batch job, use the number scheme set up by the warehouse, or enter the date followed by your initials.
5. Choose OK. The positive and negative adjustments are totaled for each item, and lines are created in the item journal.
6. Post the journal lines to enter the quantity differences in the item ledger. The inventories in the bins and the item ledger now matches.

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Warehouse Management Overview