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:
| Operator | Balance Type | Comment |
|---|---|---|
| Start with | On Hand | |
| (-) Subtract | On Hold | 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 |
| (-) Subtract | Committed (-) | The ordered or requested balance (that is outbound) but not yet allocated. If Allocated is less than Ordered, then [Ordered] - [Allocated] else 0.00. |
| (+) Add | Committed (+) | The ordered or requested balance (that is incoming) but not yet allocated. If Allocated is less than Ordered, then [Ordered] - [Allocated] else 0.00. |
| (-) Subtract | Allocated (-) | |
| (+) Add | Allocated (+) |
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