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changes.mady.by.user Tom Williams

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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 TypeBalance Qty
Example
Running Calculation
Start withOn Hand1,0001,000
SubtractOn Hold01,000
SubtractCommitted (-)700300
AddCommitted (+)200500
SubtractAllocated (-)400100
AddAllocated (+)100200
Available Balance200

The Available balance calculation is dynamic based on how the the following Inventory Preferences are configured:

  • Include Sales Quote Transactions in Available Balances
  • Include Shipped & Approved Sales Orders in On Hand balances
  • Include open Adjustment Production transactions in Available balances
  • Include open Production Adjustment transactions in Available balances
  • Include open Receipts Transfer transactions in Available balances
  • Include open Transfer transactions non-PO Receipt lines in Available balances
  • First Status to include unreceived Purchase Order Quantities in Available 
  • First Status to include Production Order Inputs in Available Balances
  • First Status to include Production Order Outputs in Available Balances