The Committed (-) balance reflects is the quantity of an Inventory Lot that would decrease the On Hand balance if all the underlying transactions were posted. As a result, the Committed (-) balances decrease ordered (requested) quantity, that has not yet been allocated, on an open transaction containing outgoing product. The Committed (-) balance reduces the Available balance. The following transactions are included in the Committed (-) balance is comprised of: - Unposted Inventory Adjustment line items with (+) quantities (based on the "Include open Adjustment transactions in Available balances" Inventory Preference)
- Unposted Inventory Production (Output) line items with (+) quantities (based on the "Include open Production transactions in Available balances" Inventory Preference)
- Unposted Inventory Production (Input) line items with (-) quantities (based on the "Include open Production transactions in Available balances" Inventory Preference)
- Unposted Inventory Receipt line items with (+) quantities (based on the "Include open Receipt transactions in Available balances" Inventory Preference)
- Unposted Inventory Transfer line items (for the Receiving Site) (based on the "Include open Transfer transactions in Available balances" Inventory Preference)
- Unposted Sales Orders with line items with (-) quantities
- Unposted Sales Returns with line items with (+) quantities Inventory transactions: where the quantity of a Lot Tracked line item where the item has been saved without a Production Batch and/or Warehouse Lot (if the Site is Warehouse Lot tracked). For example, if 10 Cases were entered on a Production Input line item and either the Production Batch or Warehouse Lot was unassigned, the Committed (-) balance for that transaction would be 10.
- Open Production Orders where the quantity of an Input line item has been saved without a Production Batch and/or Warehouse Lot (if the Site is Warehouse Lot tracked). For example, if 10 Cases were entered on the transaction and either the Production Batch or Warehouse Lot was unassigned, the Committed (-) balance for that transaction would be 10.
- Open Purchase Orders where a negative quantity of an inventory item has been saved and not yet received (on a Posted Receipt transaction). For example, if the inventory item on the Purchase Order is for -100lbs and has not yet been received, the Committed (-) balance for that item would be -100lbs. If a Receipt is then Posted with -60lbs of that item, the Committed (-) balance would be -40lbs.
- Sales Transactions: Items on Sales Order Shipments, where the Shipment has not been Shipped, where the Ordered quantity is greater than the Allocated quantity. When this occurs, it is calculated as [Ordered] - [Allocated]. For example, if 15 Cases were ordered and 3 have been allocated, the Committed (-) balance would be 12. Note, this amount cannot be negative. For example, if there were 5 Cases ordered and 7 Allocated, the Committed (-) balance would be 0 not -2.
Note: Each Inventory Transaction can be conditionally included/excluded from the Committed balances based on the "Include open ### transactions in Available balances" Inventory Preference. If the preference are set to "Yes", they will be included in Committed balances and used to update the Available balances, if they are set to "No", they will not be included in Committed so they will not update Available balances. Additionally, for Production Order Inputs, these can be conditionally included/excluded from the Committed balances based on the "First status to include Production Order Inputs in Available balances" Inventory Preference. If the transaction is set to a status equal to or greater than the Preference value, and is not in a status of Closed and not set to "Do Not Include", it will be included in Committed balances and used to update the Available balances, otherwise if the status is set to a value less than the Preference value, it will not be included in Committed so they will not update Available balances. |