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Perform Periodic Inventory#

🔒 PeriodicInventory.Perform

Overview#

This operation is used to perform a Periodic Inventory.

Setup#

No special setup is required other than to meet the preconditions.

Preconditions#

  • The Periodic Inventory must be Active.
  • The Periodic Inventory system state must be In Progress.

Sequence of Steps#

Step 1 - Resources#

  1. Select the Resources where the Periodic Inventory will be performed.
  2. Select Next to select the Materials.

Screenshot showing the Perform Periodic Inventory wizard in the Resources tab.

Step 2 - Materials#

  1. Select the physical primary quantity to include in the Periodic Inventory.
  2. Select the physical secondary quantity to include in the Periodic Inventory.
  3. Select Perform to complete the operation.

Screenshot showing the Perform Periodic Inventory wizard in the Materials tab.