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Project Inventory Tracking: Item Availability Tracking

In Acumatica ERP, you can configure the way that availability data is calculated in accordance with your company’s policies. The following sections describe how the system indicates that inventory has enough items for processing documents if the Project-Specific Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

In This Topic [Hide/Show]

Back to TopReviewing Availability Status of Stock Items

For stock items, the system calculates availability status based on the availability calculation rules, which you define on the Availability Calculation Rules (IN201500) form. To specify how the system calculates availability for particular items, you assign the availability calculation rules you have created to particular item classes on the Item Classes (IN201000) form. By default, each item of this item class is assigned this rule. You can override the default availability calculation rule for each particular stock item on the Stock Items (IN202500).

When the documents that record inventory transactions have been released, Acumatica ERP automatically updates the on-hand quantities of items at warehouses. On-hand quantities usually differ from the quantities that are actually available because documents may be processed after the actual operations with items have been performed. For more information about the configuration of availability rules, see Availability Calculation Rules: General Information.

Back to TopReviewing Project-Specific Availability Data

When a user adds a line with an inventory item to a sales order, shipment, purchase receipt, or inventory transaction, the system calculates and shows the availability quantities for each line in the table footer on the Details tab of the following forms:

In the project-related lines of documents and transactions, the way the system shows item availability for each line depends on the setting of the selected project that is specified in the Inventory Tracking box on the Summary tab of the Projects form.

For each of the availability buckets, the system shows two values (separated by a slash) in the following cases:

  • The line has a warehouse location that is linked to a project that has the Track by Project Quantity inventory tracking mode. The quantities are calculated as follows:
    • The first value shows the available quantity of items in the selected warehouse location related to this particular project and project task.
    • The second value shows the quantity of free stock items and project-specific items stored in this warehouse location.
  • The line is linked to a project that has the Track by Project Quantity and Cost inventory tracking mode. The quantities are calculated as follows:
    • The first value shows the available quantity of items in the selected project-specific cost layer related to this particular project and project task.
    • The second value shows the quantity of free stock items and project-specific items stored in the warehouse location that is specified in the line.

For each of the availability buckets, the system shows one value if the following is true for the line:

  • The line has a warehouse location that is linked to a project with the Track by Location inventory tracking mode. Each quantity is calculated based on the items received to this location for this project and the items received to this location with a non-project code.
  • The line is not linked to any project. That is, this line has the non-project code specified. Each quantity is calculated based on the items received to this location with a non-project code.