📈 Custom Availability

This module allows displaying availability in document lines based on custom calculation methods.

Availability Template Settings

Availability Templates

  • Code - a unique identifier for the custom availability template
  • Enabled - specifies whether the template rules are active or not
  • Description - a description of the template
  • Document Type - the type of document the template applies to
  • Caption to Show - the name of the column where the value calculated based on the template's conditions will appear. The default value is Availability.
  • Rules Count - the number of rules/operations included in the template

Existing templates can be modified by using the Edit action.

Availability Template Card

To create a custom template, start by defining global settings:

  • Document Type - specify the document types the template will apply to
  • Code - create a unique identifier for the template
  • Description - optionally, add a description to make the template easier to identify
  • Caption to Show - define the name of the field that will display the custom availability value on applicable pages
  • Enabled - decide whether the rules should be active or not

Below the global settings, you can add or remove individual calculation rules for the template. Each value can be added to or subtracted from a selected field.

  • Operator - specifies the operation to be performed
  • Field Name - defines the value to be added or subtracted based on the selected operator

Example of Functionality

For example, in a sales order, a previously defined template appears as a new column in the document lines.

Sales Order

By clicking on the value in the above column for a selected line, you can view the transactions that influenced the calculated value.

Calculation Details

Custom Availability by Location

The Custom Availability by Location feature allows displaying the total inventory availability for selected locations.

Configuration

To use this feature:

  1. Open the User Setup page.
  2. Enter the appropriate filter for the user in the Location Filter for Inventory Availability field.
    • The filter should contain location names separated by the | character.
    • Example: "PRIMARY|ADVANCED" – the system will sum availability from the PRIMARY and ADVANCED locations.
  3. You can define any number of locations.

Displaying Availability

Custom availability by location can be enabled through Page Personalization.

Supported Pages

Sales
  • Sales Quote Lines
  • Sales Order Lines
  • Sales Invoice Lines
Service
  • Service Quote Lines
  • Service Order Lines
  • Service Item Worksheet Lines
Production
  • Planned Production Orders
  • Firm Planned Production Orders
  • Released Production Orders
  • Simulated Production Orders
Components and Warehouse Transfers
  • Production Order Component Lines
  • Production Order Components
  • Transfer Order Lines