Inventory Summary

Form ID: (IN401000)

Note: This form is available only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

You use this form to view detailed information about inventory items available at warehouses. You can specify criteria to filter the data to be displayed.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Selection Area

By using the elements in this area, you can view in the table the data that is most relevant to your information needs.

Element Description
Company/Branch

The company, branch, or company group for which you want to view information. By default, the current company or branch is selected. You can select another branch, company, or company group to which you have access. This setting is required if the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form.

Inventory ID The inventory item for which you want to view data. You must select an item.
Warehouse The warehouse for which you want to view data. Select a warehouse to view its data, or leave the box blank to view the data of the item at all warehouses.

This box appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.

Expand by Lot/Serial Number A check box that you select to view the data related to each lot or serial number for the selected item on a separate line in the table. Clear the check box to instead view summary data for the item.

This box appears only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features form.

Subitem

The subitem of the stock item for which you want to view data.

This box is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features form.

Important: The Inventory Subitems check box has been removed from the Enable/Disable Features form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
Location

The location for which you want to view data; select a location, or make no selection to view data for all locations.

This column appears only if the Multiple Warehouse Locations feature is enabled on the Enable/Disable Features form.

Table

In this table, you can view the availability data of the inventory item, filtered by the selections made in the Selection area. The availability data is calculated based on the availability calculation rule selected for the item class on the General tab of the Item Classes (IN201000) form. For more information, see Availability Calculation Rules: General Information.

Table 1. Table Columns
Column Description
Inventory ID The selected inventory item.
Subitem

The applicable subitem.

This column is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form.

Important: The Inventory Subitems check box has been removed from the Enable/Disable Features form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
Warehouse

The warehouse where the selected inventory item is available.

This column appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features form.

Location

The location where the selected inventory item is available.

This column appears only if the Multiple Warehouse Locations feature is enabled on the Enable/Disable Features form.

Available The quantity of the inventory item available at the specific warehouse and location.
Available for Shipment The quantity of the inventory item available at the specific warehouse and location calculated based on the quantity on hand with the quantities shipped and on shipping deducted.
Available for Issue The quantity of the inventory item available for issue at the specific warehouse and location, which is calculated based on the quantity on hand with the shipped quantity deducted.
Not Available The quantity of the inventory item on locations for which the Include in Qty. Available option is not selected.
SO Prepared

The quantity of the inventory item listed on sales orders of the SO, CS, and IN types with the On Hold, Credit Hold, Rejected, and Pending Approval statuses.

This quantity affects the available quantity only if the Deduct Qty. on Sales Prepared option is selected for the item class on the Item Classes (IN201000) form.

To view the list of sales orders, open the Inventory Allocation Details (IN402000) form.

SO Booked

The quantity of the inventory item booked according to open sales orders of the SO types. This value is calculated as the open quantity of the inventory item included in all sales orders with the Open status (the quantities of shipped items and items being shipped are deducted).

This quantity affects the available quantity only if the Deduct Qty. on Sales Orders option is selected for the item class on the Item Classes form. To view the list of sales orders, open the Inventory Allocation Details form.

SO Allocated

The quantity of the inventory item currently being shipped according to the unconfirmed shipments. This value also includes the quantities on orders of the SA type with On Hold, Credit Hold, Pending Approval, Rejected, and Open statuses; it also includes the quantities specifically allocated for sales orders of the SO type with the On Hold, Credit Hold, Pending Approval, and Open statuses.

This quantity affects the available quantity only if the Deduct Qty. Allocated check box is selected for the item class.

If the Multiple Warehouses and Sales Order to Purchase Order Link features are enabled on the Enable/Disable Features form, the SO Allocated quantity includes the quantities on transfer orders based on sales orders.

SO Shipped

The quantity of the inventory item shipped according to the confirmed shipments; also includes the quantities on open orders of the CS and IN types.

This quantity affects the available quantity only if the Deduct Qty. Shipped option is selected for the item class.

SO Back Ordered

The quantity of the inventory item on sales orders with the Back Order status. Also includes the unallocated quantities (those which are unavailable at the specified locations) for On Hold, Credit Hold, Rejected, Pending Approval, and Open orders of SA order type.

This quantity affects the available quantity only if the Deduct Qty. on Back Orders option is selected for the item class on the Item Classes form.

Production Supply Prepared

The quantity of the inventory item calculated for all production orders that are not yet open (that is, that have a status of On Hold or Planned). This value affects the available quantity only if the Include Qty. on Production Prepared option is selected on the Availability Calculation Rules (IN201500) form (as reflected by the read-only check box to the right of this box).

This box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features form.

Production Supply

The quantity of the inventory item on all open production orders. This quantity affects the available quantity only if the Include Qty. on Production Orders option is selected on the Availability Calculation Rules form (as reflected by the read-only check box to the right of this box).

This box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features form.

Purchase for Prod. Prepared

The quantity of the inventory item listed on purchase orders of the line type Goods for MFG for all production orders that are not yet open (that is, that have a status of On Hold or Planned).

This box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features form.

Purchase for Production

The quantity of the inventory item listed on purchase orders of the line type Goods for MFG for all production orders that are not yet open (that is, that have a status of Released or In Process).

This box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features form.

Production Demand Prepared

The quantity required of the inventory item calculated for all production orders that are not yet open (that is, that have a status of On Hold or Planned). This value affects the available quantity only if the Deduct Qty. on Production Demand Prepared option is selected on the Availability Calculation Rules form (as reflected by the read-only check box to the right of this box).

This box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features form.

Production Demand

The quantity required of the inventory item calculated for all production orders that are open (that is, that have a status of Released or In Process). This value affects the available quantity only if the Deduct Qty. on Production Demand option is selected on the Availability Calculation Rules form (as reflected by the read-only check box to the right of this box).

This box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features form.

Production Allocated

The quantity allocated of the inventory item calculated for all production orders. This value affects the available quantity only if the Deduct Qty. on Production Allocated option is selected on the Availability Calculation Rules form (as reflected by the read-only check box to the right of this box).

This box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features form.

SO to Production

The quantity of the inventory item listed on sales order lines marked for production. This quantity does not affect the item availability.

This box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features form.

Production for Sales Order Prepared

The quantity of the inventory item listed on production orders created for sales orders that have a production order status of On Hold or Planned.

This box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features form.

Production for Sales Order

The quantity of the inventory item listed on production orders created for sales orders that have a production order status of Released or In Process.

This box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features form.

Production for Production

The quantity of the inventory item on production order supply allocated to another production order. This quantity does not affect the item availability.

This box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features form.

Production for Purchase

The quantity of the inventory item on production order materials that have been allocated to purchase orders.

This box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features form.

IN Issues

The quantity of the inventory item included in the inventory issue documents that haven't yet been released.

This quantity affects the available quantity only if the Deduct Qty. on Issues option is selected for the item class on the Item Classes form.

IN Receipts

The quantity of the inventory item included in the inventory receipt documents that haven't yet been released.

This quantity affects the available quantity only if the Include Qty. on Receipts option is selected for the item class on the Item Classes form.

In Transit

The quantity of the inventory item that is included in the two-step transfer documents that have been released, and the inventory receipts for this quantity were not created in the destination warehouse or the inventory receipts have been created but not released.

This quantity affects the available quantity only if the Include Qty. In-Transit option is selected for the item class on the Item Classes form.

In Transit to SO

The quantity of the inventory item on transfer orders (not yet released) that were generated for sales order allocations.

For more information on processing transfer orders, see Sales from Multiple Warehouses: General Information.

This column is available only if the Multiple Warehouses feature is enabled on the Enable/Disable Features form.

In Assembly Demand

The quantity of the inventory item included in unreleased kit assembly documents as components or kits, depending on whether the item is a kit or a kit component.

This quantity affects the available quantity only if the Deduct Qty. of Kit Assembly Demand option is selected for the item class on the Item Classes form.

This column is available only if the Kit Assembly feature is enabled on the Enable/Disable Features form.

In Assembly Supply

The quantity of the inventory item listed on unreleased kit assembly documents.

This quantity affects the available quantity only if the Include Qty. of Kit Assembly Supply option is selected for the item class on the Item Classes form.

This column is available only if the Kit Assembly feature is enabled on the Enable/Disable Features form.

Purchase Prepared

The quantity of the inventory item listed on purchase orders with the On Hold and Pending Approval statuses.

This value affects the available quantity only if the Include Qty. on Purchase Prepared option is selected for the item class on the Item Classes (IN201000) form

Purchase Orders

The quantity of the inventory item included in open purchase orders. To view the purchase orders, open the Purchase Orders (PO301000) form.

This value affects the available quantity only if the Include Qty. on Purchase Orders option is selected for the item class on the Item Classes form.

PO Receipts

The quantity of the inventory item included in the purchase receipts that have not yet been released. To view the purchase receipts, open the Purchase Receipts (PO302000) form.

This quantity affects the available quantity only if the Include Qty. on PO Receipts option is set for the item class.

Expired

The quantity of the inventory item that has reached its expiration date.

This column is available only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features form.

On Hand The quantity of the inventory item available on hand at the specified warehouse and location.
SO to Purchase The quantity of the inventory item included in unreleased sales orders requiring creating purchase orders.
Purchase for SO

The quantity of the inventory item listed on open purchase orders created for sales orders. This value is not included in the quantity available.

This column is available only if the Sales Order to Purchase Order Link feature is enabled on the Enable/Disable Features form.

Purchase for SO Prepared

The quantity of the inventory item listed on purchase orders with the On Hold and Pending Approval statuses created for back orders. This value is not included in the quantity available.

This column is available only if the Sales Order to Purchase Order Link feature is enabled on the Enable/Disable Features form.

Purchase for SO Receipts

The quantity of the inventory item listed on purchase receipts for orders that were created for sales orders. This value is not included in the quantity available.

This column is available only if the Sales Order to Purchase Order Link feature is enabled on the Enable/Disable Features form.

SO to Drop-Ship

The quantity of the inventory item included in open purchase orders created for drop-ship orders.

This column appears only if the Drop Shipments feature is enabled on the Enable/Disable Features form.

Drop-Ship for SO

The quantity of the inventory item listed on open drop-ship orders. This value is not included in the quantity available.

This column appears only if the Drop Shipments feature is enabled on the Enable/Disable Features form.

Drop-Ship for SO Prepared

The quantity of the inventory item listed on drop-ship sales orders with a status of On Hold or Pending Approval; this value is not included in the quantity available.

This column appears only if the Drop Shipments feature is enabled on the Enable/Disable Features form.

Drop-Ship for SO Receipts

The quantity of the inventory item listed on receipts for drop-ship sales orders; this value is not included in the quantity available.

This column appears only if the Drop Shipments feature is enabled on the Enable/Disable Features form.

FS Prepared [**]

The quantity of the inventory item listed in service orders with the On Hold status. This quantity affects the available quantity only if the Deduct Qty. on Service Orders Prepared check box is selected on the Availability Calculation Rules (IN201500) form for the item class.

This box appears on the form only if the Service Management feature is enabled on the Enable/Disable Features form.

FS Booked [**]

The quantity of the inventory item listed on open service orders. This quantity affects the available quantity only if the Deduct Qty. on Service Orders check box is selected on the Availability Calculation Rules form for the item class.

This box appears on the form only if the Service Management feature is enabled on the Enable/Disable Features form.

FS Allocated [**]

The quantity of the inventory item allocated on the undelivered service orders. This quantity affects the available quantity only if the Deduct Qty. Allocated on Service Orders option is selected on the Availability Calculation Rules form for the item class.

This box appears on the form only if the Service Management feature is enabled on the Enable/Disable Features form.

FS to Purchase

The quantity of the inventory item included in service order lines that are marked for purchasing. This quantity doesn’t affect the availability of the item.

This box appears on the form only if the Service Management feature is enabled on the Enable/Disable Features form.

Purchase for FS

The quantity of the inventory item listed on open purchase orders created for service orders. This quantity doesn’t affect the availability of the item.

This box appears on the form only if the Service Management feature is enabled on the Enable/Disable Features form.

Purchase for FS Prepared

The quantity of the inventory item listed on purchase orders created for service orders and not yet open. This quantity doesn’t affect the availability of the item.

This box appears on the form only if the Service Management feature is enabled on the Enable/Disable Features form.

Receipts for FS

The quantity of the inventory item listed on purchase receipts that were created for service orders. This quantity doesn’t affect the availability of the item.

This box appears on the form only if the Service Management feature is enabled on the Enable/Disable Features form.

Base Unit The unit of measure (UOM) selected as the base unit for the inventory item on the Stock Items (IN202500) form.
Estimated Unit Cost The estimated unit cost of the selected inventory item. For details, see The Cost of Inventory.
Estimated Total Cost The estimated total cost of the inventory item available at the specified warehouse and location.