Recalculate Inventory

Form ID: (IN505000)

Note:

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

You use this form to recalculate the quantities of stock items available at warehouses. The process recalculates availability data for the items based on all open inventory documents and open sales and purchase orders. You can view the list of stock and non-stock items registered in the system and perform recalculation for all stock items at a selected warehouse or for only the selected stock items at this warehouse. For details on availability calculation, see Availability Calculation Rules: General Information.

Tip:

We recommend that you perform the recalculation after you change the item availability calculation options—the system will recalculate the item availability and allocation data in accordance with the options selected most recently. The recalculation process does not update the cost layers.

During the recalculation process, if the system recovers available quantities of specific stock items, it attempts to update plans for sales orders with the Back Order status created for these items. Starting from the earliest back order, the system checks the quantity on the back order. If the quantity is equal to or less than the recovered quantity, the system moves the respective quantity to a Booked plan and switches to the next back order until either all recovered quantities are applied or all back orders are checked.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Button	Description
Process	Starts the recalculation process for the items that you have selected in the table.
Process All	Starts the recalculation process for all items listed in the table.

Selection Area

In this area, you can specify selection criteria to filter the items listed below.


Element	Description
Warehouse	The warehouse for which the recalculation will be performed. This box appears on the form only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form. The value in this box is mandatory.
Item Class	The class of the items for which you want to recalculate availability data.
Inventory ID	The particular inventory item for which you want to recalculate availability data. You can leave the box blank to view all items within the selected warehouse and item class; alternatively, you can click the List button next to the box, and in the dialog box that opens, add multiple inventory items.
Rebuild Item History Since	A check box that indicates (if selected) that the system builds the history of items based on the available open and released documents starting from the financial period that you specify in the adjacent box.
Replan Back Orders	A check box that indicates (if selected) that the system will update the plans for back orders if the available quantities of stock items have been detected during the recalculation. Applicable only to sales orders that do not require allocation.
Exclude Items Without Allotted Plan Types	A check box that indicates (if selected) that items without any item plan are excluded from the recalculation of availability data. For details on items plans, see Availability Calculation Rules: General Information.

Table

You use this area to view all the items that meet the criteria you have selected. You can select the items for which the recalculation will be performed.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Included	An unlabeled check box that you select to include the item in recalculation if you click Process.
Inventory ID	The inventory item available at the warehouse.
Qty. on Hand	The quantity of the base units of the inventory item on hand at the selected warehouse.
Qty. Available	The total quantity of base units of the inventory item available at the selected warehouse.
Qty. Not Available	The quantity (in base units) of inventory items on locations with the Include in Qty. Available check box cleared. The option can be found on the Warehouses (IN204000) form.