Skip to content

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 InProgress.

Sequence of Steps#

Step 1 - Resources#

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

perform_periodic_inventory_step_one

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. Press the Perform button to complete the operation.

perform_periodic_inventory_step_two