Item Availability Overview

Check item availability across locations, reservations, and inbound/outbound documents.

Bevica can help you manage your stock, how much you have and where it is. Additionally, the Item Availability factbox and Availability By... pages help you see the impact of receipts and despatches on fluctuating stock levels - when you might be overstocked or out of stock. Reservations make sure you can allocate current or future stock to your customers.

Prerequisites

Inventory, Purchase and Sales setup.

Item Availability factbox

Found throughout Bevica wherever the item number exists, the factbox gives you a quick summary of that item stock position. The factbox displays information against an Item No., displays figures represented in the displayed Unit of Measure and filtered to the details listed in the Filters section.

Field	Purpose	Note
Open Inventory	Shows how much receipted stock the company owns.	This figure is calculated from Item Ledger Entry Remaining Quantity value. It excludes paid reserves.
Inventory (Paid Reserve)	Displays the quantity held in Paid Reserve.	This stock is hard allocated against customers. See Private Reserve articles.
Available Inventory	This shows how much available stock there is now.	Clicking the figure opens the Item Availability by Event page where you can see how the figure was reached.
Projected Inventory	This looks forward to see your closing inventory position given all documents in Bevica.	Clicking the figure opens the Item Availability by Event page where you can see how the figure was reached.
Requirement fields
Qty. on Sales Order	Displays all sales line details for the particular item and filter.	Clicking the figures displays the relevant document lines.
Qty. on Blanket Sales Order	Displays how many outstanding units of this item are on blanket sales order lines.	Clicking the figure displays the sales line page filtered on blanket order lines for this items.
Qty. on Transfer Order	Displays all shipment transfer line details for the particular item and filter.	Clicking the figures displays the relevant document lines.
Qty. on Assembly Lines	Displays assembly line consumption details for the particular item and filter.	Clicking the figures displays the relevant document lines.
Qty. on Other Demand	Displays demand quantities for a number of document types.	Clicking the figure opens a dialogue box with further information. Most notably, Qty. on Job Order (quantities on Paid Reserve) and Qty. on Purch. Return.
Receipt fields
Qty. on Purch. Order	Displays all purchase line details.	Clicking the figures displays the relevant document lines.
Qty. on Blanket Purch. Order	Displays how many outstanding units of this item are on blanket purchase order lines.	Clicking the figure displays the purchase line page filtered on blanket order lines for this items.
Qty. on Transfer Order	Displays all receipt transfer line details for the particular item and filter.	Clicking the figures displays the relevant document lines.
Qty. on Assembly Order	Displays assembly line output details.	Clicking the figures displays the relevant document lines.
Qty. on Other Supply	Displays supply quantities for a number of document types.	Clicking the figure opens a dialogue box with further information, most notably, Qty. in Transit and Qty. on Sales Return.

The factbox ribbon has links to further availability pages.

Availability By...

Bevica can display item availability in a number of different ways. They all revolve around stock held in inventory (Item Ledger Entries) and then demand/supply governed by details held on document lines.

• Event (Document)
• Location
• Variant
• Unit of Measure
• Date

Different documents use different dates to calculate availability over time.

Document	Type	Date used
Sales Order Line	Demand	Shipment Date
Sales Return Order Line	Supply	Shipment Date
Purchase Order Line	Supply	Expected Receipt Date
Purchase Return Order Line	Demand	Expected Receipt Date
Transfer Line	Demand / Supply	Shipment Date and Receipt Date. In the period between these two dates stock is considered unavailable.
Assembly Order Header	Supply	Due Date
Assembly Order Line	Demand	Due Date

The following Availability pages exist: Event, Period, Variant, Location, BOM Level and Unit of Measure accessible from the Item Card/List, Item Availability factbox and document 'Lines' fasttabs.

See View the Availability of Items for more detailed information from Microsoft.

Item Moving Annual Totals Sales Analysis

This page, as well as showing sales over the previous 12 months by item, displays Availability, Qty. on Sales Order and Qty. on Purchase Order.

Reservations

Refer to this article: Bevica Reservations & Auto Reservations

In addition to availability looking at gross quantities on stock and on documents, Reservations can be used to hard allocate a quantity of stock (Item Ledger or supply) against a required demand.

To place a reservation against a quantity of stock requested by a Customer do the following:

• Create a Sales Order against the customer, making sure Duty Status, Location Code and Shipment Date are populated.
• Once the sales line is populated with a quantity, click Assist Edit to the right of the Type field (three vertical dots) and select Bevica Reserve.

You can also access this through the Line > Functions ribbon above the Sales Lines.

• The dialogue box that appears, Bevica Reservation Selection displays all the related records that the sales line can be reserved against. This is, most typically Item Ledger Entries and Purchase lines.

For Purchase order lines to appear, the Expected Receipt Date on purchase order lines must be before the Shipment Date on the sales order. i.e. Bevica is expecting to have receipted the goods before you need to ship the sales line.

• A sales line can only be reserved against one supply line. Where the quantity on the sales line exceeds the quantity on the selected supply line Bevica will create an additional sales line for the remaining quantity.
• Reservations are also used where you want to allocate a specific Rotation No. to a sales line.

Where a sales line reservation is made against a purchase line, when that purchase line is receipted Bevica will automatically transfer the reservation to the newly created Item Ledger Entry.