Versions Compared

Old Version 13

changes.mady.by.user Tom Williams

Saved on

compared with

New Version 14

changes.mady.by.user Tom Williams

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Excerpt

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 participating transactions) are updated and saved. The Available Balance is calculated as follows:

OperatorBalance TypeExample
Comment
Start withOn Hand1,000
SubtractOn Hold
0
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
SubtractCommitted (-)700
The ordered / requested balance, that has not yet been allocated, on an open transaction for outgoing product. If Allocated is less than Ordered, then it is calculated as: [Ordered] - [Allocated] otherwise it is 0.00.
AddCommitted (+)200
The ordered or requested balance, that has not yet been allocated, on an open transaction for incoming product. If Allocated is less than Ordered, then it is calculated as [Ordered] - [Allocated] else 0.00.
SubtractAllocated (-)400
The allocated balance, on an open transaction, for outgoing product.
AddAllocated (+)100
The allocated balance, on an open transaction, for incoming product.
Available Balance200


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