Recording the count results and the stock status for new parts in the PI plan

During physical inventory counting, you may come across a part, which is not already attached to a storage location. Tell me more

Select the “Record New Parts/Stock Status Balances” link in the “Enter Phy.Inventory Count Results” page.

The “Record New Parts/ Stock Status” page appears.

The system displays the following fields in the “Plan Level Details” group box:

PI Plan #	The number identifying the PI plan.
Plan Description	The textual description of the PI plan.
Warehouse #	The number that identifies the warehouse.
Warehouse Description	The textual description of the warehouse.

The system displays the following in the “Part Information” multiline:

Line #	The line number of the part.
Tag #	The number identifying the tag.

Enter the following fields:

Part #	The number that identifies the new part (Alphanumeric, 40). Mandatory. Ensure this is a valid part number as defined in the “Create Parts Main Information” activity of the “Part Administration” business component and in the “Active” status.
	Help facility available.

Note: Ensure the part does not already exist in the storage location.

The system displays the following:

Part Description

The textual description of the part.

Enter the following fields:

Stock Status	Use the drop-down list box to assign a user-defined stock status to the new part. The system lists “Accepted”, “Rejected”, “Held”, “Quarantined” and all the stock statuses defined in the “Create User Defined Stock Status” activity of the “User Defined Stock Status” business component for transaction “Physical Inventory”. The system displays “Accepted” by default.
Quantity	The quantity of parts available (Decimal). Mandatory. Ensure this is a positive value.

Note: You can enter quantity in fractions, if it is allowed for the UOM in the “Create UOM” activity of the Unit of Measurement Administration” business component.

Reason-Qty Mismatch	Use the drop-down list box to select the reason for mismatch between the stock quantity and the count quantity of the part. The drop-down list box displays all the Active reason codes defined under the reason code type “Stock Correction” in the Logistics Common Master component. This field is mandatory for Serial-Lot Controlled parts, if the process parameter “Enforce Reason when Count Qty is different from Stock Qty” under the “Physical Inventory” category is ‘1’ as defined in the Set Inventory Process Parameters” activity of the Logistics Common Master
Transaction UOM	The unit of measurement of parts for the transaction (Alphanumeric, 10). Mandatory. Ensure this UOM is already defined in the “Create UOM” activity of the “Unit of Measurement Administration” business component or in the “Maintain UOM Conversion” activity of the ‘Part Administration” business component.
WH – Zone #	The number that identifies the zone in the warehouse in which the new part is stored (Alphanumeric, 10). Ensure this is a valid zone number in the specified warehouse.
	Help facility available.
Bin #	The number that identifies the bin in the warehouse in which the new part is stored (Alphanumeric, 10). Ensure this is a valid bin number for the specified zone and warehouse.
	Help facility available.
Counted By	The name of the user who performed the physical inventory counting (Alphanumeric, 30). Mandatory. Ensure this is a valid employee name as defined in the “Record Personal Information “ activity of the “HRMP” business component and in the “Active” status. The system displays the login user name by default. Help facility available.
Date of Counting	The date on which the physical inventory counting was performed (Date Format). Mandatory. Ensure this date is not later than the current server date and last modified date of the plan. The system displays the current server date by default.

The system displays the following field:

Part Control Type	The type of control for the part, which could be either lot-controlled or serial-controlled.
Part Type	The type to which the part belongs.

Enter the following fields:

Remarks

Any remarks pertaining to new part entry or the stock status change (Alphanumeric, 255).

Check the box in the multiline, to mark the parts for updating the count records.
Click the “Record New Part/ Status” pushbutton, to add the new parts and their status.

Note: If the plan level is "Warehouse" and the warehouse is "Free Warehouse", the system checks whether a unique part #- stock status combination exists for the “Warehouse” in the multiline. If it does not, the system throws an error message.

Note: If the plan level is "Warehouse-Zone" and the warehouse is "Normal Warehouse", the system checks whether a unique part #-stock status combination exists for the "Warehouse-Zone-Bin" in the multiline. If it does not, the system throws an error message.

Click the “Confirm New Part /Status” pushbutton to confirm the newly added parts and their stock status.

The system updates the count results for the selected parts.

To proceed further,

Select the “Record Serial & Lot Details” link, to add the serial and lot numbers of the new part.

What you can do in this page

Record the stock status and count results of the new parts

You can assign a user-defined stock status and record the count results for the new parts.

Set the appropriate option in the “Stock Status” field, to assign a stock status to the part.
Enter the count quantity in the “Quantity” field.
Click the “Record New Part/Status” pushbutton.

Recording the count results and the stock status for new parts in the PI plan – An overview

During physical inventory counting, you may come across a part, which is not already attached to a storage location. This page allows you to enter the details of the new part that is added to the warehouse. You can enter the part number, along with the stock status, quantity, warehouse-zone and bin number to which it belongs.

You can also update the stock status of the part in this page. You can select the part for which you need to enter the stock status. In this page, you can also enter the count quantity details. The system updates the stock and quantity record for the part.