Section 9 of 10

Physical Inventory

Counting methods, the sequence from inventory document to difference posting, and how to design cycle counting.

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Book stock and physical stock always diverge over time โ€” breakage, loss, unrecorded movements, wrong picks. Physical inventory finds the difference and brings the books back to reality.

Counting methods

Comparing methods
MethodWhat it isAdvantageDrawback
Periodic countCount everything at period endA clean cut-off dateOperations must stop
Cycle countingSpread counts across the yearNo shutdownNeeds designing
ContinuousCount when stock reaches zeroLow effortLimited applicability
SamplingCount a sample and infer statisticallyLeast effortRequires statistical assumptions

Period-end counting remains common in Japan, but companies with large material ranges increasingly use cycle counting to keep accuracy without halting work.

The process

Steps in a count
StepActivityCodeWhat happens
1Create the inventory documentMI01Name the materials and storage locations
2Print count sheetsMI21Produce the paperwork
3Countโ€”Physically count
4Enter the countMI04Record what was found
5Review differencesMI20Compare book and physical
6Recount if neededMI11Where differences are large
7Post differencesMI07Adjust book stock to physical

Posting the difference

Where stock was short
Dr Inventory loss        50,000
     Cr Raw material inventory   50,000

Large differences deserve investigation. Differences concentrated in particular materials or locations usually point at a process problem there.

Designing cycle counting

ABC classification and count frequency
ClassShare of itemsShare of valueFrequency
Aabout 10%about 70%Four times a year
Babout 20%about 20%Twice a year
Cabout 70%about 10%Once a year

Concentrating effort on high-value items keeps accuracy achievable with limited staff. The ABC indicator sits on the material master plant view, and MIBC selects what is due.

Counting special stock

Consignment stock and components at subcontractors also have to be counted, and because they are special stock the inventory document must be created with the appropriate special stock indicator.

Components at a subcontractor are your asset and appear on your balance sheet, so their existence has to be verified โ€” by asking the processor to count, or by visiting, depending on how material the value is.

๐Ÿ“– Unfamiliar term? Look it up in the SAP glossary.

Check your understanding

Test what you just read.

Quiz 1

Which transaction is used to enter actual inventory counts?

Quiz 2

Cycle Counting counts all materials at the same frequency.

Quiz 3

Which transaction posts inventory count differences?

Quiz 4

After MI07, the book inventory matches the actual physical count.

Quiz 5

Which describes an A-class item in inventory ABC analysis?

Quiz 6

Arrange the physical inventory process in the correct order.

Click items in the correct order