Update and refresh of M3 Business Engine stock inventory values

The Stock reports contain these M3 Business Engine stock inventory values:

Report column Description
On-hand Approved on-hand balanced quantity
Alloc qty Allocated quantity per balance ID
Sts Balance ID status

This information is updated and saved in the M3 Graphical Lot Tracker database at each transfer of data from M3 Business Engine. Data transfer is scheduled to be run regularly by the system administrator. If the data transfer fails, then a warning message is displayed on the home page. See the Infor M3 Graphical Lot Tracker Administration Guide for M3 Business Engine.

The Stock reports are generated based on snapshot data from the M3 Business Engine table MITLOC that is stored locally in the M3 Graphical Lot Tracker database. The snapshot is updated at each data transfer. Depending on how often the data transfer is set to run, you might need to refresh these values, ad hoc, in these reports.

For example, when you perform a reclassification, the M3 Business Engine stock inventory values in the ‘On-hand’, ‘Alloc’, or ‘Sts’ columns in the report might have changed, which could have an impact on the expected outcome of the reclassification.

If the .M3API:REFRESHSTOCK setting is enabled in the Application Settings panel, then you can use the refresh function in the two reports, Stock Products per Balance ID and Stock Components per Balance ID. The purpose with the refresh function is to show the current M3 Business Engine stock inventory values and M3 Business Engine balance status values. Before the next data transfer, the current values are displayed only temporarily, that is, only as long as the report is open. If you close and reopen the report, then you must use the refresh function so that the updated values are displayed again. After the next data transfer, the updated values are saved and permanently available.

To temporarily refresh the M3 Business Engine stock inventory values, select the rows to be refreshed and click the Refresh values button.

After you click this button, the On-hand, Alloc, and Sts columns in the report show the current M3 Business Engine stock inventory values. After the update, the Refresh result column shows the OK message. If all on-hand quantity on a lot, warehouse, or location in M3 Business Engine has been used or moved, this message is displayed: No data found for current query.

Recommended steps for reclassification from the Stock reports

  1. To view the current M3 Business Engine stock inventory values in the On-hand, Alloc, and Sts columns, select rows and click the Refresh values button.
  2. To reclassify lots, see Reclassifying lots.
  3. To view all the reclassification operations that are connected to a lot, use the Reclassified Items/Lots report.
    Note: You can reclassify lots also from the Group Hold Report.