Inventory on-hand list

This topic describes how to use the On-hand list page to inspect on-hand inventory details. It shows a few of the ways that the various filtering and sorting options work together, and how those options can sometimes produce unexpected results when they are combined.

Query your on-hand inventory

To check the availability of inventory, go to Inventory management > Inquiries and reports > On-hand list.

The On-hand list page is automatically updated when transactions are made in inventory. Those transactions might be forecasted, physical, or financial transactions.

Use the following tools to find the set of products that you're looking for:

  • On the Action Pane, select Dimensions to open a dialog box where you can add or remove columns that are shown in the On-hand grid.
  • In the Filters pane, enter values for specific fields to show only records that match those values. Note that filters that you define here apply to source tables that might be aggregated later, according to the dimensions that you've selected to show. For information about how this behavior can affect your results, see the examples later in this topic.
  • In the Filters pane, select Apply to generate the list of matching on-hand inventory in the On-hand grid.
  • In the On-hand grid, select any column heading to sort or filter by values in that column. A QuickFilter at the top of the grid provides additional filtering options. These filters apply to the results, not to the source tables. For information about how this behavior can affect your results, see the examples later in this topic.

For each matching item, the On-hand grid provides the following columns of inventory information.

Column Description
Physical inventory The physical quantity that is available in inventory.
Physical reserved The total quantity that was physically reserved.
Available physical The available (not reserved) quantity that is available in physical inventory.

Available physical is a calculated field. The value equals the Physical inventory value minus the Physical reserved value.

Available physical on extra dimensions The available physical quantity for all the dimensions that are shown in the grid.
Ordered in total The total quantity that is included on inbound orders or that has a positive quantity in various inventory journals.
On order The total quantity that is included on outbound orders or that has a negative quantity in various inventory journals.
Ordered reserved The total quantity that is reserved on ordered receipts. The value in this field represents the total quantity of items in outbound transactions that have a status of Ordered reserved. Items that are reserved as ordered aren't physically available in inventory. Therefore, they can't be directly picked and delivered.
Available for reservation The total quantity of on-hand inventory that can be reserved.

Note: If the Reserve ordered items check box is selected on the Inventory and warehouse management parameters page, the value in this field includes expected receipts. If the check box is cleared, the value excludes expected receipts.

Total available The total available quantity.

Total available is a calculated field. The value equals the Available physical value plus the Ordered in total value minus the On order value.

Apply filters to find the records that you're looking for

Use the Filters pane to filter the on-hand inventory list so that it includes only records where the field values match the filtering criteria. To define a filter, follow these steps.

  1. In the Filters pane, find the field that you want to filter on.
  2. In the field below the name of the target field, select a logical operator (for example, starts with, equal to, or greater than).
  3. Enter or select the value to look for.

Important

The On-hand list page is assembled from a detailed on-hand inventory table that includes all available dimensions. However, the list on this page is a summary. Therefore, it might combine rows from the source table by aggregating values according to the dimensions that are shown.

The filters that you define in the Filters pane apply to the source table, not to the aggregated list. This behavior can sometimes produce unexpected results. For information about how this behavior can affect your results, see the examples later in this topic.

However, the filters that are provided in the grid do apply to the aggregated list. These filters include both the QuickFilter at the top of the grid and the filter for each column heading.

You can modify the set of filters that is available in the Filters pane by following these steps.

  • To remove a filter from the pane, select its Close button (X).
  • To add a filter, select Add at the top of the Filters pane. The Add filter fields dialog box that appears shows a list of the available fields. It also shows information about the data type and table for each field. Use the column headings to filter and sort the list as you require, and then select the check box for each field that you want to add to the Filter pane. When you've finished, select Insert to apply your changes.

Select which dimensions to show

Dimensions tell you more about each item in the on-hand inventory list, and give you more ways to sort and filter the list. The dimensions that you select to show also affect how rows are aggregated on the On-hand list page. This aggregation, in turn, can affect how rows from the source tables are combined in the results that you see. For information about how this behavior can affect your results, see the examples later in this topic.

To customize the selection of inventory dimensions that is shown, follow these steps.

  1. On the Action Pane, select Dimensions.

    The Dimension display dialog box that appears shows every dimension.

  2. Select the check box for each dimension that you want to include in the grid.

  3. If you want your selection to be used by default the next time that you open the On-hand list page, set the Save setup option to Yes. If you set this option to No, your selection will be used only during the current session. Therefore, the next time that you open the page, the current default selection will be used.

  4. Select OK to close the dialog box and apply your changes.

Filter on the output of the inventory on-hand list

You can select any column heading in the On-hand grid to sort or filter by values in that column. A QuickFilter at the top of the grid provides additional filtering options. These filters apply to the results, not to the source tables. For information about how this behavior can affect your results, see the examples later in this topic.

Note

You can't filter and sort by all columns. Most of the quantity columns don't include sorting and filtering controls, because they are calculated fields. The On order column is an exception.

Examples

Your system includes a detailed (non-aggregated) inventory table that shows the following on-hand inventory.

Item Number Site Warehouse Physical Inventory Available Physical
IA0001 1 1 1 1
IA0001 1 2 2 2
IA0001 1 3 1 1

Scenario 1

The On-hand list page is set up to show the following final dimensions:

  • Item number
  • Site
  • Warehouse

In the Filters pane, the following filtering criteria are set up:

  • Item Number | is exactly | IA0001
  • Available Physical | less than or equal | 1

Here is the resulting output.

Item Number Site Warehouse Physical Inventory Available Physical
IA0001 1 1 1 1
IA0001 1 3 1 1

Scenario 2

The On-hand list page is set up to show the following final dimensions:

  • Item number
  • Site

In the Filters pane, the following filtering criteria are set up:

  • Item Number | is exactly | IA0001
  • Available Physical | less than or equal | 1

Here is the resulting output.

Item Number Site Physical Inventory Available Physical
IA0001 1 2 2

Note that the settings in the Filters pane apply to the detailed (non-aggregated) inventory table that is shown at the beginning of this section. Therefore, the criterion Available Physical | less than or equal | 1 finds two rows from that table (the first and third rows, each of which shows an Available Physical value of 1). However, in this scenario, the On-hand list page isn't set up to show the Warehouse dimension. Therefore, it aggregates the two original rows into a single resulting row, because both rows have identical values in all the dimensions that are shown. This row appears to violate the filtering criterion, because the Available Physical value is shown as 2. However, the result is correct, because the settings in the Filters pane apply to the source table, not to the aggregated table that is shown on the On-hand list page.

Note

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