Creating journal for Item Counting

Finance and Operations/AX Developer Forum
1

Hi All,

I’d like to know how to create and post a counting journal in Item Counting in Inventory Management of Ax 2009.

Regards,

Naveen Raaj

2

Hi,

The steps to create counting journal using the menu option.

**Inventory management—>****Journals—>**Item Counting—> Counting

  1. Click Ctrl+N to create a new journal

  2. A new dimension form is opened, with only Storage and Tracking dimensions check boxes enabled. · Select any dimension check box as required and click OK

  3. Select the journal name in the Name field for which you are running the counting.

  4. Click the lines button to add the journal lines

5.a) Here either you can enter the lines manually for the required items

or

5.b)Click on Create to select one of the three methods of creating lines



On-hand





Selecting this creates a journal listing only for those items for which on-hand inventory is registered—that is, on hand inventory is not equal to zero.






Items





Selecting this creates a journal listing for all items, and through the counting process, warehouse staff will identify those that are on-hand (by noting the number Counted) or not on-hand (zero).






Expired



batches





Selecting this creates a journal listing only for those items with an expired batch date. This enables warehouse staff to count only those items with expired batches so that these items can be removed from inventory or otherwise treated in a special manner.
  1. In the Counted field, enter the actual physical quantity of items counted.

The difference between the on-hand inventory and the counted quantity is calculated automatically and appears in the Quantity field. Notice that you must enter a quantity, even if the quantity is zero, for every line that appears in the counting journal.

· Enter any additional lines for items that were not generated when you created the counting journal lines.

  1. Click Validate to see any errors and resolve the errors.

  2. Click Post to post any differences in system counted and physically counted quantity.

Regards,

Raghav.

3

Hi Mr.Raghav sorry i didnt mention earlier that i need to create and post it using x++.Can you pls help me with that.

Regards,

Naveen

4

Hi,

Refer to the below blog, i have shared the code snippet there.

http://axwise.wordpress.com/2014/07/28/counting-journal-using-x-code-in-ax/

Regards,

Raghav.