Microsoft Dynamics NAV: Cycle Counting with SKUs

Let’s suppose that you have an implementation of Dynamics NAV and you want to use cycle counting. Cycle counting allows you to organize the periodic counting of inventory so that more important items or more costly items are counted more frequently. It basically maintains a record of when you counted an item last and when you need to count it next.


Since we have a client that’s been implementing cycle counting without warehouse management, I’ve located a few interesting things that aren’t obvious from the documentation. In fact, the easiest way to find what was going on was to look at the code itself.

Here a few notes:

  • In order for an item to show up in the Calculate Counting Period window, it’s Next Counting Period Start and End Date range must include the work date. The item will not show up for counting outside this range. In NAV 2015, you could filter the item list on the Next Counting End Date to find items that you had missed. You can also recalculate the counting period from the item list. This means that once you miss the counting¬†period of an item, the item will not show up again unless you change the work date or recalculate the counting period.
  • If you have SKUs, these are treated as separate items and must have their own physical inventory counting period set in the SKU. Otherwise, these items will not show for selection in the Physical Inventory Journal.
  • In order for an item to show up for counting at all, some type of transaction must have occurred at the location. Suppose that you set up a new location. Unless you have some sort of transaction like transfer in, receipt, shipment, etc. the location will not be selected for physical inventory.

I am sure there is more to mention, but that is all that occurs to me now. Give us a ring if we can help with your issue with Dynamics NAV.