📈 Inventory Level

The Inventory Status module allows for quick determination of the current stock levels for a specific item and location—directly from system documents.

General

There is a new field called Inventory in each of the specified documents. It shows the current stock of an item for a chosen location. To customize how values are calculated, see Custom Availability.

There are two main fields:

  1. Inventory Availability - the current item inventory availability for the currently selected location on the current document. It is only calculated if the item type is set to Inventory.

Inventory Availability

  1. Inventory by Locations - the field is hidden by default. It calculates item inventory availability only for defined locations under User Setup for each user.

Functionalities for both of the fields:

  • preview of the current item inventory availability for specified locations and variants, if applicable,
  • preview of all transactions that affected the item availability from the document lines,

Inventory Availability Transactions Preview

  • colorizing item lines based on the Inventory Availability Quantity.

Supported pages

Here is the complete list of all supported pages and documents where we added the inventory fields.

Sales

Calculation based on: Item No., Variant code, Location code.

Supported documents:

  • Sales Quotes,
  • Sales Orders,
  • Sales Invoices.

Purchases

Calculation based on: Item No., Variant code, Location code.

Supported documents:

  • Purchase Orders,
  • Purchase Invoices.

Transfers

This document type supports additional fields - Source Availability and Target Availability. Colorizing is based on the source availability.

Calculation based on: Item No., Variant code, Source Location Code.

Supported documents:

  • Transfer Orders

Service

Calculation based on: Item No., Variant code, Location code.

Supported documents:

  • Service Lines,
  • Service Quote Lines,
  • Service Item Worksheet Subform.

Production

Calculation based on: Item No., Variant code, Location code.

Supported documents:

  • Planned Production Order
  • Firm Planned Prod. Order
  • Released Production Order
  • Simulated Production Order
  • Prod. Order Comp. Lines
  • Prod. Order Components

Item Journal

Calculation based on: Item No., Variant code, Location code.

Item Reclassification Journals

Calculation based on: Item No., Variant code, Location code.

Consumption Journals

Calculation based on: Item No., Variant code, Location code.

Job Journals

Calculation based on: Item No., Variant code, Location code.

Job Planning Lines

Calculation based on: Item No., Variant code, Location code.