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In order for a Physical Inventory to be completed in an accurate manner, certain steps must be taken in a particular order.  This order must not be deviated from in any manner. 

Before the four steps of the Physical Inventory process may be started, the system must be prepared.  All vouching and billing that can be completed should be completed.  Orders may be entered into the system but all shipping and receiving must be stopped.  Realistically, it may not be possible to complete all orders in the system prior to starting a Physical Inventory.  The EZZ system will take into account the open selling orders that have been partially or completely shipped and the purchasing orders that have been partially or completely received.  Once the vouching, billing, shipping and receiving has been completed as far as possible, the Physical Inventory process may begin. 

Again, the four menu options on the PIS menu must be completed in order.  Step 4 cannot be completed before step 2 or step 3.  Physical Inventory may only be performed on programs that have fulfillment and/or customer owned items.  Co-op items have no On Hand inventory.  Non-Inventory and production items do not show on the Physical Inventory reports.