--- alias: user-guide-perform-periodic-inventory tags: - material logistics description: "This documentation outlines the steps for executing a periodic inventory process" --- # Perform Periodic Inventory :lock: 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.](images/perform_periodic_inventory_step_one.png) ### 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.](images/perform_periodic_inventory_step_two.png)