Select an archive method for cycle counting records

Article • 4/27/2026 • 2 min read

The first step in preparing for cycle counting is to select either to store or remove tag records after you post them.

To select an archive method

  1. Open the Phy Inventory Set-up (PHYSET) page.

    • Select Production Management > Production Transactions > Inventory > Physical Inventory.

    Or

    • Search for PHYSET or Phy Inventory Set-up in the Navigation box and then select Phy Inventory Set-up.

    The Phy Inventory Set-up (PHYSET) page appears.

  2. Make the necessary changes.

  3. Click the Facility arrow and select the facility .

  4. Click the Archive Method arrow and select whether to store or remove the tag records after you have posted them.

    The other boxes in the page may show information about a previous physical inventory. For cycle counting, Made2Manage uses only your archive method option.

  5. Click the Zero Existing Balance on the Toolbar to zero out all existing on-hand inventory quantities and on-hand dimensions for multi-dimensional inventory (MDI) parts.

  6. Click the Data Integrity check on the Toolbar to update the on-hand quantity in item master and the on-hand tables. This will post the difference in OCDIST.

    A message, ‘This operation will update the on hand quantity in item master and on hand tables and post the difference in OCDIST. Please confirm this action by pressing OK.’ appears.

    Click OK to confirm the operation.

    Click Cancel to exit.

  7. Click Save to keep the physical inventory setup.

The next step is to Set cycle counting rules.

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