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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 calculated in real time as quantities on Sales and Inventory transactions are updated and saved.

The Available Balance is calculated as follows:

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

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
  • 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