Availability Calculation Rules

Form ID: (IN201500)

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

On this form, you can define the rules for calculating the availability of stock items that belong to a particular item class. You can add new rules, modify existing rules, and delete unused rules if they are not assigned to any item classes. For more information, see Availability Calculation Rules: General Information.

You can view the availability data for each item on the Inventory Allocation Details (IN402000) form.

Form Toolbar

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

Summary Area

By using the elements in this area, you set the rules for calculating the availability of stock items that belong to the item class to which this availability calculation rule is assigned.

Table 1. Availability Calculation Section
Element	Description
Availability Calculation Rule	The unique identifier of the availability calculation rule. You can use an alphanumeric string of up to 10 characters.
Description	The description of the availability calculation rule.
Deduct Qty. on Issues	A check box that you select to deduct (for items of the class) the quantities of issued items from the available quantities of these items. The documents with the On Hold and Balanced statuses are used for availability calculation.
Deduct Qty. on Sales Prepared	A check box you select to deduct (for items of the class) the quantities of items on sales orders of the SO, CS, and IN types with the On Hold, Credit Hold, Rejected, and Pending Approval statuses from the available quantities of these items. The item's quantity on sales orders with these statuses is shown in the SO Prepared box on the Inventory Allocation Details form.
Deduct Qty. on Sales Orders	A check box you select to deduct (for items of the class) the quantities of items on sales orders with the Open status from the available quantities of these items. The item's quantity on these sales orders is shown in the SO Booked box on the Inventory Allocation Details form.
Deduct Qty. Shipped	A check box you select to deduct (for items of the class) the quantities of shipped items from the available quantities of these items. The item's quantity on these sales orders is shown in the SO Shipped box on the Inventory Allocation Details form.
Deduct Qty. Allocated	A check box you select to deduct (for items of the class) the quantities of items being prepared for shipping (on unconfirmed shipments) and the quantities that were specifically allocated for sales orders (of the SA and SO types) from the available quantities of these stock items. The orders with the On Hold, Credit Hold, Rejected, Pending Approval, and Open statuses are used for this calculation. The item's quantity on these sales orders is shown in the SO Allocated box on the Inventory Allocation Details form.
Deduct Qty. of Kit Assembly Demand	A check box you select to deduct (for items of the class) the quantities of items allocated for kit assembly from the available quantities of these items. The documents with the On Hold and Balanced statuses are used for availability calculation. This check box is available only if the Kit Assembly feature is enabled on the Enable/Disable Features (CS100000) form.
Deduct Qty. on Back Orders	A check box you select to deduct (for items of the class) the quantities of items allocated to sales orders with the Back Order status from the available quantity of these items. The quantities on these sales orders are shown in the SO Back Ordered box on the Inventory Allocation Details form.
Deduct Qty. on Service Orders Prepared	A check box that indicates (if selected) that the quantities of items on service orders with the On Hold status are deducted (for items of the class) from the available quantities of these items. The item quantity on service orders with this status is shown in the FS Prepared box on the Inventory Allocation Details form. This box appears on the form only if the Service Management feature is enabled on the Enable/Disable Features form.
Deduct Qty. on Service Orders	A check box that indicates (if selected) that the quantities of items on service orders with the Open status are deducted (for items of the class) from the available quantities of these items. The item quantity on these service orders is shown in the FS Booked box on the Inventory Allocation Details form. This box appears on the form only if the Service Management feature is enabled on the Enable/Disable Features form.
Deduct Qty. Allocated for Service Orders	A check box that indicates (if selected) that the quantities that were specifically allocated for service orders are deducted (for items of the class) from the available quantities of these stock items. The item quantity on these service orders is shown in the FS Allocated box on the Inventory Allocation Details form. This box appears on the form only if the Service Management feature is enabled on the Enable/Disable Features form.
Deduct Qty. on Production Prepared	A check box that indicates (if selected) that the quantities of materials in production orders with the On Hold or Planned statuses are deducted from the available quantities of the materials. The item quantities on sales orders with these statuses is shown in the Production Demand Prepared box on the Inventory Allocation Details form. This box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features form.
Deduct Qty. on Production	A check box that indicates (if selected) that the quantities of materials in production orders with the Released or In Process status are deducted from the available quantities of the materials. Attention: The system does not update an item plan for a production order that has the Completed status if a material has not been issued in full for the production order, such as when the material is out of stock. The item quantities on sales orders with these statuses is shown in the Production Demand box on the Inventory Allocation Details form. This box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features form.
Deduct Qty. on Production Allocated	A check box that indicates (if selected) that the quantities of items allocated to production orders are deducted from the available quantities of these items. The item quantity on sales orders with these statuses is shown in the Production Allocated box on the Inventory Allocation Details form. This box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features form.
Include Qty. on Receipts	A check box you select to include (for items of the class) the quantities of items on inventory receipts (with On Hold and Balanced statuses) in the available quantities of these items.
Include Qty. In Transit	A check box you select to include (for items of the class) the quantities of items in transit in the available quantities of these stock items. The documents with the On Hold and Balanced statuses are used for availability calculation.
Include Qty. on PO Receipts	A check box you select to include (for items of the class) the quantities of items on unreleased purchase receipts in the available quantities of these items.
Include Qty. on Purchase Prepared	A check box you select to include (for items of the class) the quantities of items on purchase orders (with the statuses of On Hold and Pending Approval) in the available quantities of these items. The item quantity in the purchase orders with the On Hold and Pending Approval statuses is shown in the Purchase Prepared box on the Inventory Allocation Details form.
Include Qty. on Purchase Orders	A check box you select to include (for items of the class) the quantities of items on open purchase orders in the available quantities of these items. The item quantity in the purchase orders with the Open status is shown in the Purchase Orders box on the Inventory Allocation Details form.
Include Qty. of Kit Assembly Supply	A check box you select to include (for items of the class) the quantities of items that are kits and listed on the kit assembly documents in the available quantities of these items. This check box is available only if the Kit Assembly feature is enabled on the Enable/Disable Features form.
Include Qty. on Sales Returns	A check box you select to include (for items of the class) the quantities of items on return orders and on shipments with the Receipt operation selected (on the Shipments (SO302000 form) in the available quantities of these items. In particular, quantities are affected as follows: The quantities on return orders with the On Hold status are deducted from the SO Prepared quantities. The quantities on return orders with the Open status are deducted from the SO Booked quantities. The quantities on unconfirmed shipments with the Receipt operation are deducted from the SO Allocated quantities. The quantities on confirmed shipments are deducted from the SO Shipped quantities. Thus, the quantities on shipments with the Receipt operation decrease the Total Deduction quantities on the Inventory Allocation Details form.
Include Qty. of Production Supply Prepared	A check box that indicates (if selected) that the quantities of items allocated to production orders with the On Hold or Planned statuses are included in the available quantities of these items. The item quantity on sales orders with these statuses is shown in the Production Supply Prepared box on the Inventory Allocation Details form. This box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features form.
Include Qty. of Production Supply	A check box that indicates (if selected) that the quantities of items allocated to production orders with the Released, and In Process statuses are included in the available quantities of these items. The item quantity on sales orders with these statuses is shown in the Production Supply box on the Inventory Allocation Details form. This box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features form.