Cepheid XpertERP IM Cycle Count

Process

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Objectives

• Understand physical count process and reports for Inventory

managed Materials
• T-codes and related fields
• Learn how to create and Print Physical Inventory documents
• Learn how to count and enter the quantities
• Learn how to post the inventory differences
• Learn how to get a report on Inventory counting

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Inventory Physical Count Process

• Physical Inventory Document

– MI01 Create
– MI02 Change
– MI03 Display
– MI11 Recount
– MI21 Print
• Inventory Count
– MI04 Enter
– MI05 Change
– MI06 Display
• Difference
– MI07 Post
– MI20 Difference List

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Step 1 – MI01 Create Physical Inventory
document
• Document and Planned count dates are defaulted to the system dates

• Select a Plant and Sloc

• Press Enter

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Step 1 – MI01 Create Physical Inventory
document
• Type the Material number and batch number, if batch is applicable. Press Save. Document is saved.

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Step 1 – MI21 Print Document

• Type the document number and press execute. In the Printer, type the Printer name and press enter.

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Step 2 – MI04 Enter Count

• Enter Physical Inventory Document created

• One can search by Material

• Press Enter

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Step 2 – MI04 Inventory Count

• Enter the Counted quantity. Save

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Step 3 – MI07 Posting the difference

• Enter the Physical Inventory document

• Press enter

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Step 3 – MI07 Posting the difference

• Document shows the difference in quantity being posted. Click

Save. Difference gets posted.

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Step 3 – List of Inventory difference

• This list provides the inventory in the system before posting

and the difference in quantity and Dollar value.

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Step 3 – List of Inventory difference

• Check Phys Inventory Items check box and execute. Select the appropriate Options.
Execute. List will appear.

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Cycle Count

• Physical Inventory count is preferred process in the beginning as it allows users to judiciously
select the Materials and count and post the difference.
• Cycle count allows users to automatically initiate the counting process which are due at any
given point of time. However, this would generate all the documents due for all the Materials
at the point of running this. This is not recommended initially as this would generate many
documents, which can become difficult to manage.

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