Balances screen

The Balances screen shows all the stock of the active warehouse. A balance is one row of stock: this SKU, this lot, in this location, in this container, owned by this owner. The screen has a summary strip on top and seven tabs below it. Each tab is a read-only list that looks at the same stock in a different way.

How to open it

1. Sign in and select a warehouse.
2. In the left sidebar open Inventory Balances.
3. Click Balances.

The sidebar item is inventory_balance_list_menu. It opens the form inventory_balances (kind Tabbed, style balshell).

The summary strip

Above the tabs a strip shows five totals. They are read from the API method list_inventory_balance_kpi (one row, view inventory_balance_kpi). The code is crates/services/web-ui-server/src/components/layout/balances_shell.rs:60-90.

Tile	Small text	How it is counted
Total qty	{n} balance rows	The sum of qty over all balance rows. n is the number of rows.
Available (ATP)	qty − alloc − hold	The sum of atp over all balance rows. See ATP.
Allocated	for shipments	The sum of qty_allocated.
On hold	{n} active holds	The sum of qty_on_hold (only holds that block taking stock out). n is the number of rows of inventory_hold that are on (any code).
Expected	open ASN	The quantity that is still expected on open receipt lines, counted once for each SKU and owner. Shown with a plus sign.

A legend under the strip says Stored — DB column and Computed — view / aggregation. Column values are drawn in two styles to show which kind they are. The legend also says hover row → ⋮ for actions. No row action is defined for the lists of this screen (Row action is no for every column in the metadata).

Not confirmed by code: what the strip shows when the warehouse has no stock at all. To verify: open Balances in a new empty warehouse. The code uses 0 for a missing value.

The tabs

All seven tabs show a count next to the tab name (Shows count is on for every tab).

Tab	Code	Form	What one row is	Page
By Location	loc	inventory_balance_list	One balance row. Click it to move the stock.	By Location
By Container	cnt	inventory_balance_container_list	One container (pallet, case, tote).	By Container
By SKU	sku	inventory_balance_sku_list	One SKU of one owner, summed over all places.	By SKU
By Lot	lot	inventory_balance_lot_list	One lot of one SKU and owner, summed over all places.	By Lot
By Serial	srl	inventory_balance_serial_list	One serial number.	By Serial
Open Episodes	epi	serial_episode_open_list	One serial capture that is not finished.	Open Episodes
On Hold	hld	inventory_balance_on_hold_list	One balance row that has a hold on it.	On Hold

Every list in the screen is read only: no cell is editable and no list has a toolbar. Every list has a filter bar (More filters), a Columns menu and Views, like the receipts list. Quick filters are marked on each tab page.

ATP (available to promise)

ATP is the quantity that can be promised to an order. It is computed by the view inventory_balance_atp (crates/libs/wms-lib-sql/sql/wms-app/migrations/011_a_hold_says_what_it_forbids.sql:77-155):

ATP = max( 0 , qty − qty_allocated − qty_picked − (qty if a blocking hold applies, else 0) )

• qty_picked is stock already picked and not yet shipped.
• A hold applies to a balance row when it is on (is_hold_on) and it names the row's lot, its location, or the code of its container.
• A hold blocks when its reason code is active and has the flag block_outbound_flow (take-out is forbidden). A reason code that is missing from the table of codes blocks too. A reason code that is switched off (active off) does not block.
• When a blocking hold applies, the whole qty of the row is taken away, so ATP is 0.

The column qty_on_hold is qty for such a row, and 0 for the others. The tabs By SKU, By Lot, By Container and the strip add these values up.

The text On hold (column Status) is wider than the rule above. It is shown for any hold that is on, even a hold whose code does not block taking stock out. The migration says so on purpose: "a hold exists" stays true although it does not lock the door (011_a_hold_says_what_it_forbids.sql:48-52).

What this screen affects

• Nothing is changed by looking. The only action is the click on a By Location row, which opens the Move stock document.
• The numbers change when receiving, putaway, picking, moves, adjustments, holds and allocation run.

Who can use it

Reading: ADMIN, MANAGER, OPERATOR, VIEWER by the default API lists, and SUPERVISOR by the grants of the database baseline. Moving stock: ADMIN, MANAGER, SUPERVISOR, OPERATOR. See Who can do what.

Related pages

• Move stock
• Placing a hold
• Transactions
• Operator guide: Inventory inquiry (RF)
• API: list_inventory_balance_kpi, list_inventory_balance, list_inventory_balance_by_container, list_inventory_balance_by_sku, list_inventory_balance_by_lot, list_inventory_balance_serial, list_serial_capture_episode_open, list_inventory_balance_on_hold. Each list has a count_... partner.
• RF terminal: Inventory > Stock inquiry (INVINQ01 to INVINQ03).