Calculate Phys. Inventory

In order to select the Phy. Inv journal navigate to Inventory folder under menu pane then follow the below steps.

1. Inventory> Phys. Inventory Journal

. By clicking Phys. Inv journal form, below page will appear on screen. Create a batch name followed by exiting format. Click on batch name lookup button. And enter the batch name& Description

I have created a batch name PHY038 and description PHYSOHOFEB2017. Click on OK button.

3. As you can see below, by selecting the newly created batch, system will create a new journal to calculate Phys. Inv.

Click on Function menu and follow below steps.

4. Function > Calculate Inventory

Specify Location & date following by the format.

Note: Date filter must be an Inventory calculating date.

5. Click on Option tab then Specify Posting date and Document No, press OK button. System will start to calculate inventory.

As you can see below, once the calculation process complete, system will generate calculated Quantity (System Qty). This process will take 5 to 10 minutes.

6. Once the calculation process done , you need to clear the Physical Quantity. Follow the steps and clear Phys. Qty.

Click on Function > Clear Phys Qty.

By clicking Clear Phys Qty button, system will activate a field to import physically counted inventory to NAV. Now system is ready to upload counted inventory. Click on Upload Phys. Qty button and select Physical inventory file.

In order to upload a Physical inventory to Navision, system required a .csv file format following by Item Number Location code& Qty.

Save a copy of counted excel sheet with .csv format then upload to Navision.