Dynamics NAV Deep-Dive: Item Availability By Location
Looking for some clarity regarding the availability information in Dynamics NAV? This blog explains the availability information that displays when the “Item Availability by Location” option is selected. This option is available from several screens, but it typically accessed from the Item Card.
Multiple View Options
The first thing to note about the Item Availability by Location view is that there are multiple ways you can run the function. The option you select to run depends on what you are trying to understand. You can use this function to understand the inventory available at the end of a period of time (Balance At Date), or you can view the volume of activity in each functional area in a time frame (Net Change). Notice on the options tab, there are two option boxes.
View By:
This controls the date range that will be used as the filter set that will drive the totals. The options you can choose from are:
- Day – sets the date filter as of today
- Week – sets the date filter as of the last day of the week
- Month – sets the date filter as of the last day of the month
- Year – sets the date filter as of the last day of the year
View As:
This controls the type of information being shown in the totals. It also controls how the date filter is set. The date filters will be set as a range, or as a total from the beginning of time.
- Balance at Date – this option shows the totals as the balance as of the date defined in the “View By” option. NAV will set the filter so that all records through that date are calculated (e.g., 12/10/17).
- Net Change: – this option shows the change in the date range defined by the “View By” option. If net change is used, then the date filter looks only at the date range of the “View By” option (e.g., 12/04/17..12/10/17).
Using the Correct “View As” Option
It is important to make sure you are using the correct “View As” option. If you have Net Change set as the “View As” option, the Expected Inventory, Available Inventory, or Projected Available Balance fields will not make sense by totaling the other columns. The Net Change is used more to see the totals of the supply and demand in a given date range. Net Change will not help you understand the inventory balance based on supply and demand. If you want to understand the “Available Inventory” calculation then make sure you have selected “Balance at Date” as the “View As” option.
The explanation of each field is explained below.
Figure 1 – The Item Availability by Location View in Dynamics NAV
Field Options
I have shown all fields, and arranged them in a sequence that makes sense to me. I have started with the Quantity on Hand field. Next I show “arriving product”, then outgoing product, and finally the ending inventory information. Note that you can click on a number and in most cases, it will show you the filtered list for how the number was calculated.
Quantity on Hand:
This is the sum of all item ledger entry records for this location where the remaining quantity >0. This reflects the quantity that is on hand in the location at this time (regardless of the View By and View As option that have been selected).
Quantity on Assembly Order:
This is the sum of all the Assembly Orders that meet the date range set by the View By and View As options. Clicking on this number will show the filtered set that was found.
Quantity on PO:
This is the sum of all Purchase Order lines that meet the date range set by the View By and View As options. Clicking on this number will show the filtered set that was found.
Scheduled Receipt:
This is the sum of all inbound orders (Purchase, Transfer, Released Production, and Assembly Orders) that meet the date range set by the View By and View As options. Clicking this number will list the totals for each type of receipt. Clicking on any of those numbers will show the filtered set that was found.
Planned Receipt:
This is the sum of all Planned Production Orders that meet the date range set by the View By and View As options. Clicking on this number will show the filtered set that was found.
Scheduled Receipt (Qty):
This is the sum of all Released Production Orders that meet the date range set by the View By and View As options. Clicking on this number will show the filtered set that was found.
Transfer Receipt:
This is the sum of all Transfer Receipts that meet the date range set by the View By and View As options. Clicking on this number will show the filtered set that was found.
Quantity in Transit:
This is the sum of all transfer order shipments that have been made and therefore are now in transit.
Gross Requirements:
This is the sum of all transactions that will consume inventory (Sales, Transfer shipments, Assembly Component lines, Production Component lines, Service, and Job lines) in the timeframe that meet the date range set by the View By and View As options. This is a summary of what is detailed below. Clicking this number will list the totals for each type of Receipt. Clicking on any of those numbers will show the filtered set that was found.
Quantity on Sales Orders:
This is the sum of the sales order lines that meet the date range set by the View By and View As options. Clicking on this number will show the filtered set that was found.
Quantity on Assembly Orders:
This is the sum of the Assembly Order component lines that meet the date range set by the View By and View As options. Clicking on this number will show the filtered set that was found.
Schedule Issue:
This is the sum of the Production Order component lines that meet the date range set by the View By and View As options.
Transfer Order Shipment:
This is the sum transfer order shipment lines that meet the date range set by the View By and View As options. Clicking on this number will show the filtered set that was found.
Quantity on Service Order:
This is the sum of items on Service Item Worksheet lines that meet the date range set by the View By and View As options. Clicking on this number will show the filtered set that was found.
Quantity on Job Order:
This is the sum of items listed on Jobs. Clicking on this number will show the filtered set that was found.
Net Change:
This shows the net change of the inventory of the item during the period entered in the Date Filter field.
Planned Order Releases:
This is the sum of all lines in the planning worksheet. Clicking on this number will show the filtered set that was found.
Expected Inventory:
This is the same as the Projected Available Balance except that it does not include the Assembly Component when calculating the inventory, so shows more inventory than the Projected Available Balance.
Available Inventory:
This is the same as the Projected Available Balance except that it does not include the Assembly Component when calculating the inventory, so shows more inventory than the Projected Available Balance.
Projected Available Balance:
This is the sum of inventory, inbound and outbound transactions. It shows the projected inventory by adding the inbound transactions (Assembly Orders, Released Production Orders, Transfer Order, and Purchase Order lines), to current inventory, and then subtracting all outbound transactions (Production Order component, Assembly component, Sales Order and Transfer Order shipment lines). Clicking this number will list the totals for each type of Receipt. Clicking on any of those numbers will show the filtered set that was found.
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