Today, we’re diving into the process of physical stock count adjustment in Dynamics 365 Business Central. Keeping your inventory accurate is crucial for efficient operations and decision-making. This guide will walk you through the necessary steps to perform a physical stock count adjustment, complete with screenshots for clarity.

Why Perform Physical Stock Count Adjustments?

Physical stock count adjustments are essential for reconciling your actual inventory with the system records. This process helps identify discrepancies, prevent stockouts or overstock situations, and maintain financial accuracy.

Step-by-Step Guide to Physical Stock Count Adjustment in Business Central

Step 1: Open the Physical Inventory Journal

Begin by navigating to the Physical Inventory Journal. This is where you’ll manage your stock adjustments.

Step 2: Click Prepare and Select Calculate Inventory

Next, click on the Prepare option and select Calculate Inventory. This will initiate the process of counting and adjusting your inventory.

Step 3: Fill in the Date of Physical Inventory Count / Posting and Document Number

In the next step, fill in the Date of Physical Inventory Count / Posting and Document Number fields. This ensures your records are accurate and traceable. Once done, click OK.

Step 4: Rewrite Actual Quantity and Cost

Update the Actual Quantity in the highlighted field. If necessary, adjust the cost as well. Note that if you do not wish to update the unit cost, leave the Unit Cost field blank to retain the previous value.

Step 5: Post the Adjusted Inventory

Finally, after making all necessary updates, click Post to update the inventory records.

Additional Tips

1. Review Data Carefully: Ensure all data entries are correct before posting to avoid discrepancies.
2. Backup Records: Maintain a backup of your inventory records prior to making adjustments.
3. Regular Audits: Conduct regular physical audits to keep your inventory records accurate.

Conclusion

By following these steps, you can efficiently perform physical stock count adjustments in Dynamics 365 Business Central, ensuring your inventory records are accurate and up-to-date. This not only helps maintain operational efficiency but also aids in better decision-making.

I hope this guide helps you streamline your inventory management process. If you have any questions or need further assistance, feel free to reach out.

Thanks for reading!

Summary Table

#	Feature	Description
1	Open Journal	Navigate to the Physical Inventory Journal
2	Calculate Inventory	Initiate inventory count process
3	Fill Date	Enter the date and document number
4	Adjust Quantity	Update actual quantity and cost
5	Post	Finalize and update records

FAQ Section

1. What is a physical stock count adjustment?
   A process to reconcile actual inventory with system records in Dynamics 365 Business Central.
2. Why is inventory adjustment important?
   It ensures financial accuracy and prevents stock discrepancies.
3. How often should physical stock counts be performed?
   Regularly, based on your business needs and inventory turnover rate.
4. Can I adjust costs during a stock count?
   Yes, you can update the cost if necessary or leave it unchanged.
5. What should I do if discrepancies are found during a stock count?
   Investigate the differences and adjust the records accordingly in Dynamics 365 Business Central.