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Physical Inventory Journals

Use this page to record physical inventory using a journal.

For a full description and more information on this page, see the Microsoft Dynamics 365 Business Central documentation .

Note icon. Note: Usually, the Entity Code in the header should be the same as the Entity Code for the lines. It is not common for the Entity Code in the header to be different from the Entity Code on the line.

Adjust Inventory

To create a physical inventory journal transaction, follow the steps within the Microsoft Dynamics 365 Business Central documentation (Count, Adjust, and Reclassify Inventory Using Journals ), and incorporate these steps: 

  1. In the header, do the following: 
    1. If the Entity Code is empty or you do not want to use the default entity, select an entity.
    2. If needed, change the Batch Name.
    The transaction lines are updated with transactions that have the same entity as the selected Entity Code and are in the specified Batch Name.
  2. Select Prepare > Calculate Inventory.
  3. In the Calculate Inventory dialog, specify the criteria you want and select OK.

    4. The lines that satisfy the criteria specified appear in the list. The Entity Code that appears for the line is based on the owner entity of the location as set up on the Location page.

  4. Edit the values for the Qty. (Phys. Inventory) with the quantities that you physically counted.

    5. The Quantity value is updated with the adjustment amount.

  5. You can then finish processing the transaction as per the instructions in the Microsoft Dynamics 365 Business Central documentation.

Fields

This page contains the following fields: 

Field Description
Entity Code

Select the entity for the transactions. The default value is your default entity. The default entity for the line is automatically updated with the entity value of the selected the customer, vendor, account, or item record. If needed, you can change it any entity to which you have access.

  • When you select the entity, only the transactions in the batch that belong to the entity appear in the list. If the entity is empty, only transactions that do not have an entity appear in the list.
Lines
Entity Code

Displays the entity for the line. The default value is specified in the header. The default entity for the line is automatically updated with the entity value of the selected the customer, vendor, account, or item record.

The selected entity filters the other records such that only the records that belong to that entity are available. For example, when entity 100 is selected, only the account numbers that belong to entity 100 are available.

If needed, you can change the entity.

Applies-to Entry

Specify the entry number to which the quantity is to be applied. When you select the ellipses (…) for the cell, only the entries that have the same entity code as the selected line appear as options and can be selected.

Actions

This page contains the following actions: 

Inventory Calculation Table
Action Description
Prepare > Calculate Inventory

Generates inventory line(s). The entity for each line is based on the location code for the item.

Note icon. Note: The entity code for lines added in this method cannot be changed.

For more information about this action, see the Count, Adjust, and Reclassify Inventory Using Journals

Post/Print > Post with Multiple Entities

Opens the MEM Mass Batch Processing page, where you can do the following types of actions:

  • Post and print batches of journal lines.
  • Delete batches of journal lines of specific entities.

Note icon. Note: The Process with Multiple Entities action has replaced the Post with Multiple Entities action as of MEM version 1.1.92.0. Use the Process with Multiple Entities action to open Mass Batch Processing where you can post and print batches.

Home > Process with Multiple Entities

Opens the MEM Mass Batch Processing page, where you can do the following types of actions:

  • Post and print batches of journal lines.
  • Delete batches of journal lines of specific entities.

Note icon. Note: The Process with Multiple Entities action has replaced the Post with Multiple Entities action as of MEM version 1.1.92.0. Use the Process with Multiple Entities action to open Mass Batch Processing where you can post and print batches.