How to Perform Cycle Count

Use this workflow to start or continue a scheduled cycle count, enter physical quantities, save progress, and submit the final count.

When to use this workflow

Use this workflow when a scheduled cycle count row should be physically counted and finalized.

Do not submit a count until the physical quantity has been verified. A submitted count is final and creates inventory adjustments for variances.

Before you start

Confirm:

• The correct count category is selected.
• The scheduled session date is correct.
• The part and lot quantities have been physically counted.
• Lot-level quantities are known for lot-tracked items.
• Notes are available for unusual variances.

Steps

1. Go to Dashboard > Inventory > Cycle Counting.
2. Choose the count category.
3. Choose the session date chip, or use All sessions.
4. Search for the part if needed.
5. Select Start Count for a scheduled row, or Continue Count for an in-progress row.
6. Review Part Number, Description, UOM, and System Quantity.
7. Enter Physical Quantity.
8. Review the variance amount and percentage.
9. If lot details appear, review and enter the physical quantity for each lot.
10. Add notes when helpful.
11. Select Save Progress if the count is not ready to finalize.
12. Select Submit Count when the count is final.

Lot-level counts

When PAX finds valid lots for the part, the count modal shows Lot-Level Counts.

For lot-tracked items, verify each lot quantity. The top-level physical quantity is recalculated from the lot quantities, and lot-level details are used for inventory adjustments.

Save Progress vs Submit Count

PAX highlights variance. A variance over 5% shows a high-variance warning and should be double-checked before submitting.

What happens behind the scenes

Starting a scheduled row creates a cycle count session and changes the schedule to In Progress.

Saving progress stores the physical quantity, notes, and lot-level details without completing the schedule.

Submitting the count stores the final physical quantity, marks the session verified, changes the schedule to Completed, and updates the last count date.

If there is a variance, PAX creates inventory adjustments. Lot-level variances adjust the individual lots. If no lot details are used, PAX can only auto-adjust when the part has exactly one inventory lot/no-lot row.

The adjustment records are inserted as Discrepancy adjustments, and inventory adjustment posting automation handles the accounting impact.

Related docs

• Cycle Counting Overview
• How to Schedule Cycle Count
• Cycle Count Detail Overview
• Adjustments Overview
• Inventory Lot Detail Overview