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7.6.  Inventory Availability by Sales Order

To view inventory availability by sales order, go to Sales > Reports > Availability by Sales Order. 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, use the right-click options found on this screen.

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 (QOH) is at or below the reorder level. If the color is red, the current or projected QOH is below zero.

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.