Physicals can be entered into the system when actual inventory counts have been taken and should be taken after reconciling your accounts/Periods.
The Physical is taken for the very end of a given day. Once a physical inventory is taken, it can lock down inventory for the past.
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Validating Physicals - If a physical is entered, it can affect what you are able to do in the system prior to a physical date for that item. Check this documentation to see what is limited.
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When added, this column will display the last physical inventory date taken for the displayed inventory balance.
I enter a physical adjustment and reload the screen. We can see the inventory has now been corrected.
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The only way to allow users to proceed will be to delete the physical inventory. The current forms do not include this feature, so we are adding it.
To delete physical inventory counts by lot or location we will need:
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If we want to delete the physical, we'll right click the row and choose "Delete Physical". We'll be asked to confirm our deletion before proceeding.
Keep in mind that whether we have an inventory taken by lot or location, inventory can no longer be used, allocated, or transferred anywhere else in ERP before their physical dates.
Allow Reversal of Physical after the record has been Posted
Master → Administration → System Settings
