Understanding Inventory Status

The inventory status pages enable you to define and modify status information for the stock in the business unit. You can assign inventory statuses and identify material that is unsuitable for commercial or internal use. The available statuses are Open, Restricted, Hold, and Rejected. These statuses, combined with the Incl Non Open in Avail (include non-open in available) option on the Inventory Definition - Business Unit Options page, affect how stock is handled during inventory transactions and which stock is considered part of the available quantity in a business unit.

There are three important factors to note:

You cannot put an item into a storage location if the identical item (including identical staged date, lot ID, serial ID, container ID, and unit of measure attributes) already exists in the storage location with a status of Hold or Rejected.

However, if the item is lot-controlled and the lot status is any status other than Open, the item is put away with the same status as the lot. Similarly, if the storage location is on hold and the item is not lot-controlled or is lot-controlled with an open lot, the item is put away with a Hold status.
The system does not include items with a status of Restricted, Hold, or Rejected on picking plans.

You can override the picking instructions and pick items with a Restricted status on the Material Picking Feedback page, but you cannot pick items with a status of Hold or Rejected.
You cannot make quantity adjustments for items with a status of Hold, unless the items reside in inspection locations.

Inventory Status	Transfers	Adjustments	Picking/Shipping	Physical Accounting
Open	Yes	Yes	Yes	Yes
Restricted	Yes	Yes	Yes, through the Material Picking Feedback page, but not included on pick batch ID.	Yes
Hold	Yes	No, unless in an inspection location.	No	Yes
Rejected	Yes	Yes	No	Yes

Lot Status	Location Status	Inventory Status	Available Quantity for the Business Unit	Available Quantity for the Lot
Open	Open	Open	Always included.	Always included.
Open	Open	Restricted	Included if Incl Non Open in Avail check box is selected when defining the business unit.	Never included.
Open	Open	Hold	Included if Incl Non Open in Avail check box is selected when defining the business unit.	Never included.
Open	Open	Rejected	Never included.	Never included.
Open	Hold	Hold	Included if Incl Non Open in Avail check box is selected when defining the business unit.	Never included.
Restricted	Open/Hold	Restricted	Included if Incl Non Open in Avail check box is selected when defining the business unit.	Never included.
Hold	Open/Hold	Hold	Included if Incl Non Open in Avail check box is selected when defining the business unit.	Never included.
Rejected	Open/Hold	Rejected	Never included.	Never included.

These statements summarize how the inventory status is derived:

If the item is lot-controlled and the item's lot is not Open, all inventory for the lot inherits the lot status.
If the item is not lot-controlled or the item's lot is Open and the storage location is on hold, all inventory within the location inherits the location status of Hold.
If the item is not lot-controlled or the item's lot is Open and the location is not on hold, you can assign any of the four statuses to particular inventory. If the item's lot is not Open or the storage location is on hold, you cannot override the status at the inventory-item level.