Custom Availability

Define custom availability calculation templates and display them as extra columns in sales, purchase, and production document lines.

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

📚 Functionality Example

Using the sales order example, you can see that a previously defined template has been inserted as a new column in the document lines.

Sales order lines in Business Central with a custom availability column showing negative values

When clicking on the value of the above column for a selected row, we can see which transactions affected the calculated value.

Availability calculation steps preview showing the breakdown of calculated availability

📍 Custom Availability by Location

The custom availability by location feature allows displaying the total availability of inventory for selected locations.

Items by Location (Item List → Items by Location)

This feature is available on the standard Items by Location page (matrix), which you can open from the Item List using the Items by Location action.

On the Items by Location page, a toggle Use Custom Availability is available:

  • Enabled – matrix values are calculated using the Custom Availability module.
  • Disabled – the matrix shows standard values (on-hand inventory).

Additionally, clicking a value in the matrix can open a preview of the calculation steps (a list of transactions affecting the result), similarly to document lines.

Configuration

To use this feature:

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

Displaying Availability

Custom availability by location is available through Page Personalization.

Supported Pages

🛒 Sales
  • Sales Quote Lines
  • Sales Order Lines
  • Sales Invoice Lines
🛗 Purchase
  • Purchase Quote Lines
  • Purchase Order Lines
  • Purchase 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
🎯 Projects
  • Project Planning Lines
  • Project Journals
📦 Items (only based on the user filter)
  • Item list
  • Items by Location
  • Item card
📋 Inventory Documents
  • Inventory Receipts
  • Inventory Shipments