8.7.4.�Inventory Availability

8.7.4.1. Inventory Availability by Sales Order
8.7.4.2. Inventory Availability by Item

Inventory Availability Reports section.

8.7.4.1.� Inventory Availability by Sales Order

To view Inventory Availability by Sales Order, select the "Inventory Availability by Sales Order" option. The following screen will appear:

Inventory Availability by Sales Order

When displaying Inventory Availability by Sales Order, you are presented with the following options:

Sales Order #: Enter the Sales Order Number of the Sales Order whose Availability you want to view.
Order Date: Displays the date the Sales Order was placed.
Cust. Name: Displays Customer name.
Cust. Phone: Phone: Displays Customer phone number.
P/O Number: Displays Purchase Order Number.
Only Show Shortages: Select to only show Inventory shortages in display. A shortage describes Inventory quantity whose Availability is negative.
Use Reservation Netting: Select to show Sales Order Reservations (if any) for the Sales Order Items included in the display. When selected, the "This Availability" column will dynamically change to "This Reservation" and the quantity reserved for each Sales Order Item (if any) will be shown. This option will not be visible if Sales Order reservations are not enabled at your site.

Tip

To manipulate Sales Order Reservations by Line Item, see the options available in the right-click menu. These options will not be visible if Sales Order Reservations are not enabled at your site.
Show W/O Supply: Select to include current Work Orders for the Sales Order Items shown in the display. If current Work Orders exist, they will appear nested below each relevant Sales Order Item.
Availability: Display lists Inventory Availability by Sales Order, using the specified parameters. If an available quantity value displays in the color orange, this means the actual or projected Quantity on Hand is at or below the Reorder Level. If the color is red, the current or projected Quantity on Hand is below 0.

Note

The display features additional color-coding to help easily identify the Sales Order Reservation status of individual Orders and also Line Items. The following color conventions are used:

Green (Line Item level): Line Item quantity is fully-reserved.

Green (Header level): Sales Order has been added to the Packing List Batch

Blue: Line Item quantity is partially-reserved.

Black: Line Item has no Sales Order reservations.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
PRINT: Runs the report associated with this screen.
Automatically Update: Select to automatically update the information displayed in the screen. The list will automatically update every 60 seconds if this option is selected.

Right-clicking on an Item in the Availability list enables you to select from the following context-sensitive menu options:

View Allocations: Select to view Orders the specified Item Site is allocated to.
View Orders: Select to view all the pending Orders for the specified Item.
Running Availability: Select to view Running Availability for the specified Item Site.
Substitute Availability: Select to view availability of substitute Items, if any.
Issue Work Order: Select to create a Work Order for the specified Item.
Show Reservations: Show Sales Order Reservations for the specified Item.
Unreserve Stock: Select to remove Inventory reservations for the specified Sales Order Item.
Reserve Stock: Select to reserve Inventory quantity for the specified Sales Order Item.
Reserve Line Balance: Select to reserve Inventory quantity for the entire Line Item balance.
Issue Count Tag: Select to create a Count Tag for the specified Item Site.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

The following additional option is available for purchased Items:

Issue Purchase Order: Select to create a Purchase Order for the specified Item.

8.7.4.2.� Inventory Availability by Item

To view Inventory Availability by Item, select the "Inventory Availability by Item" option. The following screen will appear:

Inventory Availability by Item

When displaying Inventory Availability by Item, you are presented with the following options:

Item Number

Enter the Item Number of the Item whose Inventory Availability you want to display.

UOM

Inventory Unit of Measure.

Show Availability as of

Show Availability using one of the following criteria:

Item Site Lead Time: Select to show projected Availability based on the Lead Time specified in the Item Site master.
Look Ahead Days: Select a number using the arrow buttons, or manually enter a value up to a maximum of 1000. Future Availability for the specified Item will be displayed based on the value entered here.
Cutoff Date: Display will show projected Inventory Availability as of date entered up to a maximum of 1000 days.
Dates: Display will show projected Inventory Availability for the date range entered.

Show Reorder Exceptions

Select to show Reorder Exceptions in display. Reorder Exceptions are an indication that an Item Site's projected Availability will drop below the Reorder Level for the Item Site.

Ignore Reorder at 0

Select to ignore Reorder Exceptions in cases where both the Item Site Reorder Level and Planned Availability are equal to zero ("0"). If selected, Item Sites matching these criteria will not be displayed.

Show Shortages

Select to only show Inventory shortages in display. Shortages are always shown in the report, if they exist. However, using this option simply separates shortages out so you can see only them. A shortage exists if Availability is less than zero, as in

QOH - Allocated + Ordered < 0

All Warehouses

Select to display Inventory Availability for all Warehouses.

Selected

Specify Warehouse whose Inventory Availability you want to display.

Availability

Display lists Inventory Availability by Item, using the specified parameters. If Planned Availability displays in the color orange, this means the actual or projected Quantity on Hand is at or below the Reorder Level. If the color is red, the current or projected Quantity on Hand is below 0.

Note

When quantity appears in the "On Order" column, this refers to quantity that is on order through either a Work Order or Purchase Order. In the case of Purchase Orders, the quantity will always be represented in the Inventory Unit of Measure (UOM)--regardless of the Vendor UOM used on the Purchase Order.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.

Right-clicking on an Item in the Availability list enables you to select from the following context-sensitive menu options:

View Inventory History: Select to view Inventory history for the specified Item Site.
View Allocations: Select to view Orders the specified Item Site is allocated to.
View Orders: Select to view all the pending Orders for the specified Item.
Running Availability: Select to view Running Availability for the specified Item Site.
Issue Count Tag: Select to create a Count Tag for the specified Item Site.
Invoice Information: Select to view details for the specified Invoice.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

The following additional options are available for purchased Items:

Create P/R: Select to create a Purchase Request for the specified Item.
Create P/O: Select to create a Purchase Order for the specified Item.

The following additional option is available for manufactured Items:

Create W/O: Select to create a Work Order for the specified Item.