Viewing multi-facility inventory balances

Inventory across the enterprise or within any of the levels configured can be viewed using the Multi-Facility Inventory Balances screen.

To access the screen to view balances:

  1. Select Enterprise.
  2. Select Multi-Facility > Inventory Balances.
  3. Select the level to view the inventory. The levels available are Enterprise (checkbox), Division (list to select), Distribution Center (list to select), and Warehouse (list to select).
    Only one level can be viewed at one time, but multiple selections within a level can be made.
    • To select more than one record within a level, hold the CTRL button when clicking the records that you want to select.
    • To de-select a record, hold the CTRL key and click those records.
  4. To limit the search to a specific Item or Owner, specify those in space provided.
  5. Click Action and then click View Balances.
    The list of inventory by owner for the level selected is displayed. Field definitions for the fields that display are:
    On Hand
    Quantity of item currently stored in the warehouse.
    Available
    Quantity available for new shipment orders.
    Allocated
    Quantity committed to shipment orders.
    Picked
    Quantity picked for shipment.
    Quantity in Transit
    Quantity currently being shipped between facilities as part of transfer orders.
  6. To view inventory by item within that level, click the arrow on the far left.
    • To return to the previous view, click Owner List.
    • To return to the initial search input screen, click Search Form.