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Excerpt

The Available Balance reflects the quantity that is available to be allocated to a Sales or Inventory transaction. Available Balances are updated as transaction statuses of Sales and Inventory transactions are updated

The Available Balance is calculated as follows:

  • (+) On Hand Balance
  • (-) On Hold Balance
  • (-) Committed - Positive Qtys
  • (+) Committed - Negative Qtys
  • (-) Allocated - Positive Qtys
  • (+) Allocated - Negative Qtys

The Available Balance calculation is dynamic based on how the the following Inventory Preferences are configured:

  • Include Shipped & Approved Sales Orders in On Hand balances

Inventory Lots that are On Hold cannot be allocated to any sales or inventory transaction and any item 

  = (On Hand) - (On Hold) - (Committed) - (Allocated) 

On Hold Lots cannot be allocated

Only Lot Tracked Items can be placed on Hold
  • Include open Adjustment transactions in Available balances
  • Include open Production transactions in Available balances
  • Include open Receipts transactions in Available balances
  • Include open Transfer transactions in Available balances