Def - Available Balance
- Tom Williams
- Emma Greenwood
Owned by Tom Williams
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