By Location tab

The By Location tab is the first tab of the Balances screen. It shows one row for each balance: one SKU and lot, in one location, in one container (or loose), for one owner. The form is inventory_balance_list. The data object is inventory_balance, over the view inventory_balance_atp. The list is read by the API method list_inventory_balance.

Click a row to open the Move stock document for that balance. The click is a SelfSwap to the form balance_move_doc.

Columns

Every column is read only. Quick filter means the column has a quick filter box in the filter bar.

Label	Column	Type	Filter	Quick filter	Shown at first	What it shows
ID	id	Whole number	Number	No	No	The id of the balance row.
SKU Description	sku_descr	Text	None	No	No	The description of the SKU (sku.descr). It feeds the SKU cell, which shows the description under the code.
Location	location	Text, up to 20 characters	Text	Yes	Yes	The location code.
Container	lpn	Text	Text	No	Yes	The code of the container (LPN). Empty for loose stock. Drawn with a glyph for the container type.
SKU	sku_code	Text, up to 50 characters	Text	Yes	Yes	The SKU code.
Lot	lot	Text, up to 10 characters	Text	No	Yes	The lot.
Qty	qty	Decimal	Number	No	Yes	The quantity in the row.
Alloc	qty_allocated	Decimal	Number	No	Yes	The part promised to orders and not yet picked. Never more than Qty.
ATP	atp	Decimal	Number	No	Yes	Available to promise. See ATP.
Owner	owner_id	Whole number	Number	Yes	Yes	Shown as the owner code.
Last move	mod_when	Date and time	Date	No	Yes	When the row was last changed.
Status	hold_status	Text	Text	No	Yes	On hold when any hold that is on applies to the row. Empty when no hold applies.
Hold reason	hold_detail	Text	Text	No	Yes	The code of the hold and what it is fixed to, for example QcQuarantine · Container. Empty when no hold applies.

Sources: the form list in crates/libs/wms-lib-sql/sql/wms-meta-ui/migrations/001_baseline.sql (form inventory_balance_list); the view in crates/libs/wms-lib-sql/sql/wms-app/migrations/011_a_hold_says_what_it_forbids.sql:77-155; the table inventory_balances in 001_baseline.sql of the same folder.

Widths of the columns in the table: inventory_balances.lot is varchar(10) and location is varchar(20) (widened by wms-app migration 089); sku_code is varchar(50). qty, qty_allocated and qty_picked are double precision. A balance row must have 0 <= qty_allocated <= qty (database check chk_inv_bal_qty_allocated).

What each column affects

Qty, Alloc, ATP

• Alloc is raised by allocation of orders and lowered by picking. This screen does not change it.
• ATP is computed, not stored. It is 0 for a row under a hold that blocks taking stock out.

Status and Hold reason

• Both come from the table inventory_hold. A hold applies to a row when it names the row's lot, its location, or the code of its container. See Placing a hold.
• If several holds apply, Hold reason shows one. The order is: a hold on the container first, then on the lot, then on the location (011_a_hold_says_what_it_forbids.sql:123-141).
• Status is On hold even for a hold whose code does not block anything. ATP is not lowered for such a hold.

Last move

• It is the column mod_when of the balance row. Any change of the row (quantity, allocation) updates it.

Row click

A click on a row opens Move stock. The document needs the row's location, SKU, lot, owner and container, and the quantities shown above. They are read from the row when you click and kept in the session (crates/services/web-ui-server/src/extensions/customization/balance/move_action.rs:55-63).

Not confirmed by code: what the Move stock document does for a balance whose container is InTransit, Empty or in another unusual status. The list does not filter by container status. To verify: click a row whose container is InTransit and press Move; read the message.

Related pages

• Balances screen
• Move stock
• On Hold tab
• API: list_inventory_balance, count_inventory_balance
• RF terminal: Inventory > Stock inquiry (INVINQ01 to INVINQ03), Inventory > Move stock (INVMOV01 to INVMOV04)