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 The Available Balance is calculated as follows: | Operator | Balance Type | Balance Qty |
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Comment| Running Calculation |
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| Start with | On Hand |
(-) 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 | (-) The ordered or requested balance (that is outbound) but not yet allocated. If Allocated is less than Ordered, then [Ordered] - [Allocated] else 0.00. | (+) 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 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
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