Inventory Balances

The sidebar group Inventory Balances holds seven screens. Together they answer four questions:

• What stock do we have, and where? Balances.
• What stock is blocked? Holds.
• How do we correct the stock? Inventory Adjustments, Adjustment Reasons, Inventory Counts.
• What happened to the stock? Transactions. A fifth question, "which free space is promised to a pallet that has not arrived?", is answered by Pending Move-In.

Every screen works on the active warehouse. The group is not available in Enterprise mode.

How to open it

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

The group is the menu item inventory_balances_group.

The seven screens

Sidebar item	Menu code	Opens form	What it is	Page
Balances	inventory_balance_list_menu	inventory_balances	Seven tabs of stock: by location, container, SKU, lot, serial, open serial captures, held stock. Click a row of By Location to move stock.	Balances screen
Holds	inventory_hold_list_menu	inventory_hold_list	The holds that are on now, and the New Hold form.	Holds list
Inventory Adjustments	inventory_adjustment_list_menu	inventory_adjustment_list_form	Documents that set the stock of chosen places to a target quantity.	Adjustments list
Inventory Counts	inventory_count_list_menu	inventory_count_list_form	Counts of locations: a supervisor starts them, counters count them, a supervisor decides the differences.	Counts list
Adjustment Reasons	inventory_adjust_reason_list_menu	inventory_adjust_reason_list_form	The reasons an adjustment can use, and what each one allows.	Adjustment reasons
Transactions	txn_log_menu	txn_log_list_form	The stock ledger: every change of stock, one row each.	Transactions
Pending Move-In	pending_move_in_menu	pending_move_in_list_form	Space that putaway has promised to a pallet on its way.	Pending Move-In

The mapping of a menu item to its form is stored as a main-viewport event on the menu item (table ui_event, tab codes tab_inventory_balance_list, tab_inventory_hold_list, tab_inventory_adjustment_list, tab_inventory_count_list, tab_inventory_adjust_reason_list, tab_txn_log_list, tab_pending_move_in). The sidebar order is: Balances, Holds, Inventory Adjustments, Inventory Counts, Adjustment Reasons, Transactions, Pending Move-In.

How the parts fit together

Part	What it does to stock	Where you meet it
Receiving, putaway, picking, move	Change the quantity in a balance row and write a ledger row.	Other sections. Their rows appear in Transactions.
Adjustment	Post sets the quantity of each line to its target, all lines or none. Writes one ledger row of type Adjust per changed line.	Posting an adjustment
Count	Never changes stock itself. It records what the counter saw. An accepted difference becomes an adjustment that is validated and posted at once.	Accepting a variance
Hold	Blocks stock without changing its quantity. A hold can take the stock out of the available quantity (ATP), and can set the status of a location.	Placing a hold
Pending Move-In	Reserves space in a location for a pallet that is not there yet. Changes no balance.	Releasing a reservation

Who can use it

Role	Read the lists	Move stock, place holds, adjust, count
ADMIN	Yes	Yes
MANAGER	Yes	Yes
SUPERVISOR	Adjustments, counts, reasons, balances, holds, transactions and pending move-in: yes.	Move stock, adjustments, counts and releasing a pending move-in reservation: yes. Creating or releasing holds: no. Approving an adjustment: no.
OPERATOR	Balances, holds, transactions, pending move-in: yes. Adjustments, counts, reasons: no.	Move stock: yes. Counting on the RF terminal: yes. The rest: no.
VIEWER	Yes (read only)	No

These are the defaults that a new database gets. An administrator can change them in Users & Roles > Permission Matrix. The full table, button by button, is on Who can do what.

RF terminal

The RF menu Inventory (screen INVM) has three entries that work on the same data:

• Stock inquiry (INVINQ01 to INVINQ03): finds stock by filters.
• Move stock (INVMOV01 to INVMOV04): moves a position. Partial moves of serial-tracked stock scan the serials on INVMOV_SN.
• Count location (CNTA, CNT00, CNT01, CNT02, CNT03, CNT_DONE): the counter's side of an inventory count.

Adjustments and holds have no RF screen.

Not on this screen

The cycle-count policies (inventory_count_policy_list_form, which schedule counts) are not in this sidebar group. They are not described in this section. The hold reason codes are maintained under Code Lists (menu item hold_code_menu). They are not described in this section either, but Placing a hold says how a code changes what a hold does.

Related pages

• Balances screen
• Who can do what
• Statuses and transitions
• Operator guide: Inventory inquiry (RF)
• Operator guide: Moving stock (RF)
• Operator guide: Putaway (RF)
• Operator guide: Inventory count (RF)
• API: list_inventory_balance, list_inventory_hold_detail, inventory_adjustment_list, inventory_count_list, list_transaction_log, list_inventory_pending_move_in_ui
• RF terminal: Inventory (INVM)