Use this workflow to generate cycle count schedules for a selected inventory category.
When to use this workflow
Use Cycle Count Settings when the current cycle count schedule needs to be generated or rebalanced for Finished Goods & Resale or Raw Materials & WIP.
Schedule generation is category-specific. Generating one category does not replace the other category.
Before you start
Confirm:
- The category to schedule is correct.
- Inventory parts have cycle count priorities where needed.
- The desired start date is known.
- You understand that scheduled rows in the selected category will be replaced.
Steps
- Go to
Dashboard > Inventory > Cycle Counting. - Choose
Finished Goods & ResaleorRaw Materials & WIP. - Select
Cycle Count Settings. - Choose
Schedule Method. - Enter the required settings.
- Select
Generate Schedules. - Review the confirmation message.
- Confirm schedule generation.
Schedule settings
| Setting | What it does |
|---|---|
Schedule Method |
Choose By Frequency or By Parts per Session. |
Count Frequency |
For frequency scheduling, choose weekly, bi-weekly, or monthly. PAX calculates how many parts to count per session. |
Parts per Session |
For parts-per-session scheduling, choose how many parts should be counted in each session. |
Start Date |
First scheduled date to use. |
Skip Recently Counted |
Skips parts counted within their ABC cycle window. |
ABC cycle windows are:
| Priority | Label | Cadence |
|---|---|---|
1 |
A - Quarterly | About every 90 days. |
2 |
B - Bi-annual | About every 180 days. |
3 |
C - Annual | About every 365 days. |
What happens behind the scenes
PAX selects active inventory parts in the selected category that have a cycle count priority.
If Skip Recently Counted is selected, PAX avoids parts counted within the matching ABC window.
PAX deletes only Scheduled rows for the selected category, then inserts the new schedule rows. Completed, In Progress, and Skipped rows are preserved. The other category is not touched.
Schedule generation does not change inventory quantities, lots, costs, or GL.
Troubleshooting
No parts are scheduled
Likely cause: No active parts in the selected category have cycle count priority, or recently counted parts were skipped.
Safe fix: Review part setup and consider whether Skip Recently Counted should remain selected.
Contact support if: Parts with cycle count priority still do not schedule.
The wrong category was scheduled
Likely cause: The category picker selection was incorrect.
Safe fix: Generate the correct category after confirming the settings. Remember that only Scheduled rows in the selected category are replaced.
Contact support if: In Progress or Completed history appears affected.