Topic overview

With the Output availabilities report application, you can output an overview of the available inventories of an item at a specific point in time as a report document. Based on a selected availability rule and specified date, the available quantities determined are grouped by item, stock owner and warehouse.

This article describes the parameters of the application that you can use to define what the report document to be output contains. You will also find information about the output result. The possible output settings in this application correspond to the setting options in the dialog box for any output. You will find a description of the possible output settings in the Operating guidelines.

The procedures for using the application can be found in the Procedures: Outputting report documents article.

Definitions of terms

Report document
A voucher document or report document is generated when a report is output to an output device, such as a printer or to a file. The report document contains a list of objects, e.g., a list of addresses. A voucher document always concerns one object—a sales order, for example. The documents may be archived or forwarded to a partner, for example, as a fax or by e-mail.

Warehouse inventory
The current quantity of an item present in the warehouse in the displayed inventory unit.

Availability
The availability is the predicted supply of an item on a current or a future date. Availability is calculated by means of an availability rule and consists of:

• the current inventory,
• planned receipts,
• the planned issues.

Possible back orders can also be taken into account with the calculation of availability. If the reservation function is used, availability consists of:

• the unreserved current inventory,
• the unreserved planned receipts, and
• the unreserved planned issues.

Partial quantities are also taken into consideration in the process.

Application description

With the reporting application Output availabilities, you can output some data as a report document, which you can also use in the Availability query application in the Items view.

The report document issued can be used to answer the question of what quantity of a particular item is available at a specific warehouse (or several or all warehouses) and on a specific date.

The available inventories determined are grouped in the report per warehouse, possibly inventory owner and item.

Parameters grouping

You use the parameters to determine the search criteria and, as a result, the output result. Parameters are therefore used to select data.

Below are detailed description of the parameters:

Report title – the Title parameter contains the title of the report document. The default value is usually the name of the underlying report. The title can be defined individually. Enter the desired title or change the default value.

Inventory item – this parameter is used to define a selection of items to which the determination of the available item inventory should refer and which should be output in the report document. To do this, enter the required item identifiers.

Material category – this parameter is used to specify a material category selection to which the determination of the available item inventory should refer. At least one material category must be defined. Select from the following entries:

• Inventory item
• Kit item
• Storage unit
• Variant item

Inventory owner – this parameter is used to define an inventory owner selection to which the determination of the available item inventory should relate and which should be output in the report document. To do this, enter the partner identifications of the desired inventory owners.

Warehouse – this parameter is used to specify a warehouse selection to which the determination of the available item inventory should refer and which should be output in the report document. Enter the desired warehouse identifiers.

Availability rule – this parameter is used to specify the availability rule according to which the availability of an item inventory is to be determined and output in the report document. The availability rule determines the investigation procedures. Enter the identification of an availability rule.

by date – this parameter is used to specify the date on which the availability of an item inventory is to be determined.
The availability of an item inventory is determined from the current inventory plus the planned receipts and minus the planned issues up to the specified date. Any back orders from orders are also taken into account.
Reserved inventories are not taken into account when determining availability. Only unreserved quantities are used for the calculation.
Enter a date for which you would like to have the respective available item inventories determined.

Output for inventory owner group – you use this parameter to specify whether the availability data is output grouped per inventory owner or as a whole for the inventory owner group of a warehouse.
If you activate the function, the Inventory owner field is not ready for input and you must enter the identifications of exactly one item and warehouse in the Item and Warehouse fields.
In this case, the availability data is not grouped by inventory owner in the output result, but is displayed in total for the inventory owner group specified for the warehouse. The available quantities of those inventory owners who are not assigned to the group are not displayed.

Packaging unit – you use this parameter to define a packaging unit to which the determination of the available item inventory refers and which is to be output in the report document.
If possible, the quantities of the items in this unit are displayed. However, this is only possible for items for which one of the item units or a packaging unit matches the selected unit. If this is not the case, the quantities are output in the 1st item unit. If you do not select a packaging unit, the quantities are output in the 1st item unit.

Output result

In the report document, the data is displayed in a similar way to the Availability query application in the Item view based on the defined parameters.

Below are detailed description of the columns:

Item/inventory owner/warehouse – depending on the grouping, the current item, the current inventory owner or the current warehouse is displayed. Each time the item or inventory owner changes, a corresponding totals line is displayed.

Reserved – this column contains the reserved inventory quantity of an item.

Released – this column contains the quantity of released inventory. The released inventory is the current inventory minus the quarantined inventory and the blocked inventory. The quantity depends on the setting of the selected availability rule.

Not released – this column contains the cumulative quantities of the quarantined and blocked inventory.
The blocked inventory is the inventory with the Blocked quality status. The Blocked status is usually assigned by the user by blocking an attribute, a warehouse or a warehouse zone. The status can, however, also be assigned automatically when assigning the identifier.
The quarantined inventory is the current inventory with the In quarantine quality status. These items are normally checked again and then blocked or released if necessary. The status In quarantine is usually assigned by the user. However, the status is also assigned by the system if the item is placed in a quarantine warehouse or the warehouse or warehouse zone in which the item is located is placed in quarantine. The In quarantine status can also be assigned automatically when the identifier is assigned.

Total – this column provides information on the quantity of the entire inventory. The quantity displayed is the sum of the released and unreleased inventory.

Available – the quantity of available inventory is displayed in the Available column. This quantity is the sum of the released inventory and the planned receipts and issues. Reserved quantities are excluded. The available inventory depends on the setting of the selected availability rule.

Customizing

For the Output availabilities application, no settings need to be defined in the Customizing application.

Report

For the Output availabilities report application, the following report is relevant:

Availability: com.cisag.app.inventory.rpt.Availability

Authorizations

Authorizations can be assigned via the authorization roles as well as by assigning an organization. The authorization concept can be found in the technical article Authorizations.

Special capabilities

There are no special capabilities for the Output availabilities application.

Organization assignments

Organization structures are used to control which data is visible, usable or editable. To do this, the Content-related authorizations function must be activated in the Customizing application.

If the Content-related authorizations function is activated in the Customizing application, the Output availabilities application is only displayed to a person if they have been assigned an organization in the partner master data that is included in at least one of the following organizational structures:

• Inventory management

Special features

There are no special features for the Output availabilities application.

Authorizations for business partners

The Output availabilities application is released for the following types of business partners:

• Customers
• Suppliers
• Sales representatives

The visibility of the data is different for the various business partner types and is controlled by authorizations. These are described below.

Customers

For external customers, only the data of those warehouses for which they have authorization is displayed.

The authorization of a customer for a warehouse depends on the following settings:

• Assignment of a sales organization responsible for the customer in the Customer logon authorizations application
• Assignment of a responsible sales organization to the warehouse in the Warehouses application (Authorizations tab)

If a field for selecting an organization is visible in the title bar of the application and you are logged into the system as an external customer, the Availability query application displays all external organizations that are assigned to you as an external customer in this field.

Further information can be found in the Customer logon authorizations article.

Suppliers

For external suppliers, only the data for those warehouses for which they have authorization is displayed.

The authorization of a supplier for a warehouse depends on the following settings:

• Assignment of a purchasing organization responsible for the supplier in the Supplier logon authorizations application
• Assignment of the responsible purchasing organization to the warehouse in the Warehouses application (Authorizations tab)

If a field for selecting an organization is visible in the title bar of the application and you are logged into the system as an external supplier, the Availability query application, all external organizations that have been assigned to you as an external supplier are displayed in this field.

Further information can be found in the Supplier logon authorizations article.

Sales representatives

For external sales representatives, only the data of those warehouses are displayed for which they have authorization.

The authorization of a representative for a warehouse depends on the following settings:

• Assignment of a sales organization responsible for the sales representative in the Sales representative logon authorizations application
• Assignment of the responsible sales organization to the warehouse, in the Warehouses application (Authorizations tab)

If a field for selecting an organization is visible in the title bar and you are logged into the system as an external sales representative, the Availability query application, all external organizations that have been assigned to you as an external sales representative are displayed in this field.

Further information can be found in the Sales representative logon authorizations article.