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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
Start withOn Hand1,000
SubtractOn Hold0
SubtractCommitted (-)700
AddCommitted (+)200
SubtractAllocated (-)400
AddAllocated (+)100
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