Inventory Page
The portlet details on the Inventory page are pre-populated based on the selection made under Item filter in the Item Overview page by default. You can also change the default selections to populate the corresponding transactions on the portlets.
Inventory by Location
The Inventory by Location portlet can be viewed across all locations and subsidiaries. It gives a real time availability of on hand quantity of the item across all locations. This includes total on hand in the base unit measure of the item.
This portlet has calculated fields as mentioned below:
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Available to Allocate: The field displays the current quantity of item that are available to be allocated.
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Unallocated Demand: The field displays the total required quantity of item that are yet to be allocated for the demand transactions (sales orders, transfer orders, and work orders).
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Overdue Demand: The field displays the total quantity of item that are yet to be:
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Fulfilled for sales or transfer orders.
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Used in assembly build.
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Overdue on Order: The field displays the total quantity of item that are yet to be:
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Received for purchase or transfer orders.
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Built from a work order.
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If Allow Cross-Subsidiary Record Viewing in role and Advanced Item Location Configuration feature is enabled in the account, then the user can view all locations for the item.
Projected On Hand
The Projected On Hand portlet gives a projection on the future on hand quantity of the item across all locations and subsidiaries. This portlet data is calculated based on expected future supply and demand item quantities. If the Location filter is not selected, the portlet displays on hand quantity based on the sum of all subsidiaries and locations accessible to the user.
Inbound Transactions
The Inbound Transactions portlet displays all inbound transactions for the item with corresponding quantities for inbound orders (purchase orders, transfer orders, work orders, inbound shipments, return material authorizations, and so on) that have not been fully received.
Outbound Transactions
The Outbound Transactions portlet displays all outbound transactions for the item with corresponding quantities for outbound orders (sales orders, work orders, and so on) that are either partially fulfilled or partially built.
Inventory by Status
The Inventory by Status portlet displays quantities available plus on hand quantities based on the Inventory Status column for the item.
Inventory by Lot
The Inventory by Lot portlet displays the quantities if the item is a lot numbered item. It is tracked using a Lot Number column along with the status of the lot.
Inventory by Bin
The Inventory by Bin portlet displays the quantities of items in bins. It is tracked using a Bin Number column along with the status of the bin.
Open Transfer Orders
The Open Transfer Orders portlet displays the transfer orders that have not been fully received or closed for the item. Click the hyperlink in the TO# column to go to the corresponding transfer order record.
Open Inter-Co Transfer Orders
The Open Inter-Co Transfer Orders portlet displays the inter-company transfer orders for the item that have not been fully received or fully closed. Click the hyperlink in the TO# column to go to the corresponding transfer order record.
Planned Transfer Orders
The Planned Transfer Orders portlet displays the planned transfer orders for the item that have been in planned or released status.
Inventory History
The Inventory History page displays the past transactions (inbound, outbound, and inventory adjustments) for the item which have impacted the on hand quantity. By default, the portlet displays a week’s inventory transactions prior to the current date in a descending order. However, you can choose the date from which you want to view the transactions.
The data in the Inventory History portlet can be filtered based on date and type of transaction.