Available to Promise report

The Available to Promise (ATP) report (Reports>Available to Promise) shows you a list of item masters sorted by item number. It displays the amount of inventory available to promise, that is, the total quantity on hand plus the saved and pending purchases and items pending kit creation, less the saved and pending sales and the items pending kit consumption.

SmartTurn recommends that you only make the ATP report available to internal employees. See Default roles and Understanding permissions.

To view inventory available to promise:

1. Select Reports>Available to Promise.
2. Review and configure the list to locate or display the items desired.

   Is the list too long? You can filter the list with the Filter and Contains fields up above. More info... You can also sort the list by Item # or Description.

   If you have a multi-warehouse operation, make sure you have selected the correct warehouse from the Warehouse drop-down up above.

3. The report displays several different inventory quantities, in several different units of measure

   You can view or change the units of measure of an item in the item master. See Managing units of measure.

   • The Item # and Description identify the item master. (You can customize this page to add additional identifying information for each item master, such as the Owner, Preferred Vendor, Product ID, UPC, etc.)
   • The Unlicensed Qty on Hand and Licensed Qty on Hand are the amounts of unlicensed and licensed inventory, respectively, currently in the warehouse. These quantities display in the standard unit of measure.
   • The Total Qty on Hand is the total amount of inventory currently in the warehouse. (It is equal to the sum of the Unlicensed Qty on Hand and Licensed Qty on Hand.) This quantity displays in the standard unit of measure.
   • The Pending Kit Creation is the amount of inventory that will be created if you complete all of the In Progress (Planned) kit orders in the system. (This is the items to produce, unless they are for disassembly, and by-product items of kit orders.) This quantity displays in the standard unit of measure.
   • The Pending Kit Consumption is the amount of inventory that will be consumed if you complete all of the In Progress (Planned) kit orders in the system. (This is the component items of kit orders, and the items to produce of kit orders if they are for disassembly.) This quantity displays in the standard unit of measure.
   • The Saved POs amount is the Ordered Quantity on purchase orders in the Saved state. These are purchase orders that have been entered into the system but not yet approved. This quantity displays in the receiving unit of measure.
   • The Saved SOs amount is the Ordered Quantity on sales orders in the Saved state. These are sales orders that have been entered in the system but not yet approved. This quantity displays in the shipping unit of measure.
   • The Pending Purchases amount is the Pending Quantity on purchase orders in the Approved or In Progress state. These are purchase orders that have been approved or partially received (the received items have already been added to the Total Qty on Hand; the unreceived items are listed here as pending purchases.) This quantity displays in the receiving unit of measure.
   • The Pending Sales amount is the Pending Quantity on sales orders in the Approved or In Progress state. These are sales orders that have been approved or partially shipped (the shipped items have already been subtracted from the Total Qty on Hand; the unshipped items are listed here as pending sales). This quantity displays in the shipping unit of measure.
   • The Available to Promise amount is calculated as the total quantity on hand plus the saved and pending purchases and items pending kit creation, less the saved and pending sales and the items pending kit consumption. This quantity displays in the shipping unit of measure.
   • The Over (Under) Stock is the amount of inventory over (or under) the reorder point for this item, as set in the item master. This quantity displays in the standard unit of measure.
   • The Reorder Point is from the item master. This quantity displays in the standard unit of measure.
   • The Inventory Value is the inventory cost of the Total Qty on Hand, in dollars.
4. To export the list: Select the Export button up above. More info...

To view an individual item:

1. Locate the item you want to view.
2. Double-click the item you want to view. (You can also highlight the line and select View.) The Item Master Inventory screen displays, showing any remaining quantities in their respective locations, and other details. From here, you can again filter or sort the list. You can also proceed with the following actions:
   • View an inventory item (Select an item, then select View, in the Inventory Items table header.)
   • Edit an inventory item (Select an item, then select Edit, in the Inventory Items table header.)
   • Adjust an inventory item (Select an item, then select Adjust, in the Inventory Items table header.)
   • Bin Transfer an inventory item (Select an item, then select Bin Transfer, in the Inventory Items table header.)
   • Ship an inventory item (Select an item, then select Ship, in the Inventory Items table header.)
   • Export the list (Select Export, in the Inventory Items table header.)

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