The Available Balance reflects the quantity that is available to be allocated to a Sales or Inventory transaction. Available Balances are updated as transaction statuses of Sales and Inventory transactions are updated
The Available Balance is calculated as follows:
- (+) On Hand Balance
- (-) On Hold Balance
- (-) Committed - Positive Qtys
- (+) Committed - Negative Qtys
- (-) Allocated - Positive Qtys
- (+) Allocated - Negative Qtys
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
Inventory Lots that are On Hold cannot be allocated to any sales or inventory transaction and any item
= (On Hand) - (On Hold) - (Committed) - (Allocated)
On Hold Lots cannot be allocated
Only Lot Tracked Items can be placed on Hold