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Def - Available Balance

Def - Available Balance

Apr 12, 2024

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

Balance Qty

Running Calculation

Start with

On Hand

1,000

1,000

Subtract

On Hold

0

1,000

Subtract

Committed (-)

700

300

Add

Committed (+)

200

500

Subtract

Allocated (-)

400

100

Add

Allocated (+)

100

200

Available Balance

200

 

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 Production transactions in Available balances

  • Include open Adjustment transactions in Available balances

  • Include open Transfer transactions in Available balances

  • Include open 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