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
- 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