Visma Net
Inventory summary (IN401000)
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.
You use this window to view detailed information about stock items available at warehouses. The typical user of this window is a warehouse manager or salesperson, who wants to have information about the stock available in your company's warehouse.
The information is grouped by location, so that you can see where specific items are located.
You can specify criteria to filter the data to be displayed.
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 |
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Slow mover |
Select this check box to see stock items that have had minimal customer demand based on the quantity on hand for a longer period of time. By selecting this check box, the field Not moved since becomes available, where you select a date. |
Not moved since |
Select a date to show slow moving stock items. This field only appears if the Slow mover check box is selected. |
Item ID | The stock 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 field blank to
view the data of the item at all warehouses. This field only appears if the Multiple warehouses functionality in the Enable/disable functionalities (CS100000) is enabled.
|
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 field only appears if the Lot and serial tracking functionality in the Enable/disable functionalities (CS100000) is enabled.
|
Location | The location for which you want
to view data; select a location, or make no selection to view data
for all locations. This element only appears if the Multiple warehouse locations functionality in the Enable/disable functionalities (CS100000) is enabled. |
In this table, you can view the availability data of the stock item, filtered by the settings in the top part.
The availability data is calculated based on the availability calculation options selected for the item class on the General settings tab of the Item classes (IN201000) window.
Column | Description |
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Item ID | The selected stock item. Click the link in the Item ID column to open the Inventory allocation details (IN402000) window, where you can see more details about the allocation of the item. |
Warehouse | The warehouse where the selected stock item is available. This column is only displayed if the Multiple warehouses functionality in the Enable/disable functionalities (CS100000) is enabled. |
Location | The location where the selected
stock item is available. This column is only displayed if the Multiple warehouse locations functionality in the Enable/disable functionalities (CS100000) is enabled. |
Available | The quantity of the stock item available at the specific warehouse and location. |
Available for shipment | The quantity of the stock item available for shipment at the specific warehouse and location, which is calculated based on the quantity on hand with the quantity of shipped items and items being shipped deducted. |
Available for Issue | The quantity of the stock 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 stock item on locations for which the Include in qty. available option is not selected. |
Sales order prepared |
The quantity of the stock 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 on hold option is selected for the item class in the Item classes (IN201000) window. To view the list of sales orders, open the Inventory allocation details (IN402000) window. |
Sales order booked |
The quantity of the stock item booked according to sales orders. This value is calculated as the total quantity of the stock item included in all sales orders after deduction of the quantities of shipped items and items being shipped. To view the list of sales orders, open the Sales orders (SO301000) window. |
Sales orders allocated |
The quantity of the stock 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 statues; 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 in the Enable/disable functionalities (CS100000) window, the sales orders allocated quantity includes the quantities on transfer orders based on sales orders. |
Sales orders shipped |
The quantity of the stock 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. on shipments option is selected for the item class. |
Back orders |
The quantity of the stock 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 in the Item classes (IN201000) window. |
Inventory issues |
The quantity of the stock item included in the inventory issue documents that have not yet been released. This quantity affects the available quantity only if the Deduct qty. on issues option is selected for the item class in the Item classes (IN201000) window. |
Inventory receipts |
The quantity of the stock item included in the inventory receipt documents that have not yet been released. This quantity affects the available quantity only if the Include qty. on receipts option is selected for the item class in the Item classes (IN201000) window. |
In transit |
The quantity of the stock item included as in-transit quantities in the inventory transfer documents that have not yet been released. This quantity affects the available quantity only if the Include qty. in transit option is selected for the item class in the Item classes (IN201000) window. |
In transit to sales order |
The quantity of the stock item on transfer orders (not yet released) that were generated for sales order allocations. This column is available only if the Multiple warehouses feature is enabled in the Enable/disable functionalities (CS100000) window. |
In assembly demand |
The quantity of the stock 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 in the Item classes (IN201000) window. This column is available only if the Kit assembly feature is enabled in the Enable/disable functionalities (CS100000) window. |
In assembly supply |
The quantity of the stock 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 in the Item classes (IN201000) window. This column is available only if the Kit assembly feature is enabled in the Enable/disable functionalities (CS100000) window. |
Purchase prepared |
The quantity of the stock 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 on hold option is selected for the item class in the Item classes (IN201000) window. |
Purchase orders |
The quantity of the stock item included in open purchase orders. To view the purchase orders, open the Purchase orders (PO301000) window. This value affects the available quantity only if the Include qty. on purchase orders option is selected for the item class in the Item classes (IN201000) window. |
Purchase order receipts |
The quantity of the stock item included in the purchase receipts that have not yet been released. To view the purchase receipts, open the Purchase receipts (PO302000) window. This quantity affects the available quantity only if the Include qty. on purchase order receipts option is set for the item class. |
Expired | The quantity of the stock item that has reached its
expiration date. This column is only displayed if the Lot and serial tracking functionality in the Enable/disable functionalities (CS100000) is enabled. |
On hand | The quantity of the stock item available on hand at the specified warehouse and location. |
Sales order to purchase | The quantity of the stock item included in unreleased sales orders requiring creating purchase orders. |
Purchase for sales order |
The quantity of the stock 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 in the Enable/disable functionalities (CS100000) window. |
Purchase for sales order (prepared) |
The quantity of the stock 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 in the Enable/disable functionalities (CS100000) window. |
Purchase for sales order receipts |
The quantity of the stock 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 in the Enable/disable functionalities (CS100000) window. |
Sales order to drop-ship | The quantity of the stock item included in open purchase
orders created for drop-ship orders. This column is only displayed if the Drop shipments functionality in the Enable/disable functionalities (CS100000) is enabled. |
Drop-ship for sales order | The quantity of the stock item listed on open drop-ship
orders. This value is not included in the quantity available. This column is only displayed if the Drop shipments functionality in the Enable/disable functionalities (CS100000) is enabled. |
Drop-ship for sales order, prepared | The quantity of the stock 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 is only displayed if the Drop shipments functionality in the Enable/disable functionalities (CS100000) is enabled. |
Drop-ship for sales order, receipts | The quantity of the stock item listed on receipts for
drop-ship sales orders; this value is not included in the quantity
available. This column is only displayed if the Drop shipments functionality in the Enable/disable functionalities (CS100000) is enabled. |
Base unit | The unit of measure (UoM) selected as the base unit for the stock item in theStock items (IN202500) window. |
Estimated unit cost | The estimated unit cost of the selected stock item. |
Estimated total cost | The estimated total cost of the stock item available at the specified warehouse and location. |
Related concepts
About availability calculation
Related windows