Visma Net
Availability calculation rules (IN201500)
This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.
In this window, 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 About availability calculation.
You can view the availability data for each item in the Inventory allocation details (IN402000) window.
Search line in list window
If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.
There are two types of search fields:
- White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or % and get different results:
space: the result contains the words in any order,
%: the result contains the words in the specific order, and the % functions as a wildcard as well.
- Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.
The top part
By using the elements in this part, 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.
| Element | Description |
|---|---|
| Availability calculation rule | The unique ID of the availability calculation rule. You can use up to 10 characters, both numbers and letters. |
| Description | The description of the availability calculation rule. |
| Deduct qty. on open issues |
If you select this check box, the system deducts (for items of the class) the quantities of issued items from the available quantities of these items. The documents in the On hold and Balanced statuses are used for availability calculation. |
| Deduct qty. on sales on hold |
If you select this check box, the system will deduct the quantities of the item on sales orders (of the SO, IN, and CS types) with the On hold, Credit hold, Pending approval, and Rejected statuses from the available quantity. The quantity of each item on sales orders with these statuses is shown in the Sales order prepared field in the Inventory allocation details (IN402000) window. |
| Deduct qty. on sales orders |
If you select this check box, the system will 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 Sales orders booked field in the Inventory allocation details (IN402000) window. |
| Deduct qty. on shipments |
If you select this check box, the system will 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 Sales orders shipped field in the Inventory allocation details (IN402000) window. |
| Deduct qty. allocated |
If you select this check box, the system will 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 Sales orders allocated field in the Inventory allocation details (IN402000) window. |
| Deduct qty. of kit assembly demand |
If you select this check box, the system will 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 functionality is enabled in the Enable/disable functionalities (CS100000) window.
|
| Deduct qty. on back orders |
If you select this check box, the system will 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 Back orders field in the Inventory allocation details (IN402000) window. |
| Include qty. on receipts | If you select this check box, the system will 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 | If you select this check box, the system will 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 purchase order receipts | If you select this check box, the system will 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 on hold |
If you select this check box, the system will 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 field in the Inventory allocation details (IN402000) window. |
| Include qty. on purchase orders |
If you select this check box, the system will 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 field in the Inventory allocation details (IN402000) window. |
| Include qty. of kit assembly supply |
If you select this check box, the system will include (for items of the class) the quantities of items that are kits and listed in the kit assembly documents in the available quantities of these items. This check box is available only if the Kit
assembly functionality is enabled in the Enable/disable functionalities (CS100000) window.
|
| Include qty. on returns |
If you select this check box, the system will include (for items of the class) the quantities of items on return orders and on shipments with the Receipt operation selected (in the Shipments (SO302000) window) in the available quantities of these items. In particular, quantities are affected as follows:
Thus, the quantities on shipments with the Receipt operation decrease the Total deduction quantities in the Inventory allocation details (IN402000) window. |
