Steps for use physical inventory journal to count inventory.
1, Use search function to find the Physical Inventory Journal
2, In Physical Inventory Journals, select Prepare => Calculate Inventory action
3. Enter the options and filter for calculate inventory then click OK
(1) Enter Document No. Manually
(2) Select the option if needs
(3) Select the item filter, for example, if the stock count only for specific type of item (e.g. specific Item Category)
(4) Select the location if the physical count for specific location only
4. System will populate the inventory quantity per item and location into the physical inventory journal
5. Qty. (Calculated) - existing inventory quantity in system
6. Qty. (Phys. Inventory) - default same as the Qty. (Calculated)
7. Print the document for physical count - by default, Show Qty. (Calculated) is disable.
8. Conduct the physical count (out of system process)
9. Back to the physical inventory journal then enter the counted quantity into Qty. (Phys. Inventory) if the qty is different.
10. If the Qty. (Phys. Inventory) entered by user is less then Qty. (Calculated), system will calculate the adjust qty into Quantity column and change the entry type accordingly
11. Post the physical inventory journal when Qty. (Phys. Inventory) have been entered.