The Available balance reflects the quantity of inventory that is available to be allocated to a Sales or Inventory transaction. Available balances are calculated in real-time as quantities on Sales and Inventory participating transactions are updated and saved. The Available Balance is calculated as follows: (+) | Operator | Balance Type | Comment |
|---|
| Start with | On Hand |
| Subtract | On Hold | For a Lot on hold, if the On Hand balance is >0, this would represent the On Hand balance, otherwise this would be 0.00 | | (-) |
| Subtract | Committed (-) | The ordered or requested balance (that is outbound) but not yet allocated. If Allocated is less than Ordered, then [Ordered] - [Allocated] else 0.00. | | (+) |
| Add | Committed (+) | The ordered or requested balance (that is incoming) but not yet allocated. If Allocated is less than Ordered, then [Ordered] - [Allocated] else 0.00. | | (-) |
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
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