Refreshing existing physical inventory data

Refresh existing physical inventory data to update the expected quantities in the physical inventory data snapshot as necessary. Refreshing existing physical inventory data enables you to update an existing physical inventory if you have been unable to perform the actual cycle count for some time following creating the physical inventory record. You can only refresh physical inventory data for records with Unfinished status.

After refreshing existing physical inventory data, you can view the updated expected quantities for the physical inventory on the Parts page.

To refresh existing physical inventory data:

  1. Open the Physical Inventory form.
  2. Select the record for which to refresh existing physical inventory data, and then click the Record View tab.
  3. Right-click on the form, and then select Refresh Inventory. The system updates the quantities for the physical inventory on the Parts page.