Inquiring stock balance

This activity allows you to view the stock balance details of a selected part. Tell me more

Select the “Inquire Stock Balance” link under the “Stock Maintenance” business component.

The “Inquire Stock Balance” page appears.

Enter the following fields in the “Search Criteria” group box, to search for the part for which you wish to view the stock balance details:

Part #	The number identifying the part for which you wish to view the stock balance (Alphanumeric, 40). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the part numbers similar to the value entered here.
Part Description	The textual description of the part. You can enter the part description in full or specify it partially using the “*” character. The system retrieves all the balance details of parts with descriptions that are similar to the description entered here. Leave this field blank, to retrieve the balance details of all parts, irrespective of the part description.
Part Group	Use the drop-down list box to select the part group as defined in the “Create Part Groups” activity of the “Part Administration” business component.
Part Type	Use the drop-down list box to select the type of the part for which the balance must be viewed. The part type could be “Raw Material”, “Component”, “Expendable”, “Tool”, “Kit” or “Consumable”.
Part Category	Use the drop-down list box to select the part category. The system lists all the quick codes of the type “Part Category” defined in the “Create Quick Codes” activity of the “Part Administration” business component, that are in “Active” status.
Stock Status	Use the drop-down list box to select the stock status of the part. The system lists all the user-defined stock statuses which are in “Active” status for selection.
Serial #	Enter the serial number of the part, for which you wish to view the stock balance details. (Alphanumeric, 40). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the serial numbers similar to the value entered here.
Lot #	Enter the lot number of the part, for which you wish to view the stock balance details. (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the lot numbers similar to the value entered here.
Trading Partner Type	Use the drop-down list box to select the trading partner type. The system lists the following options: Supplier – Select this option to indicate that the parts are owned by the supplier. Trading Partner # and Trading Partner Name will be considered as supplier # and Supplier Name for searching, if this option is selected. Customer – Select this option to indicate that the parts are owned by the customer. Trading Partner # and Trading Partner Name will be considered as Customer # and Customer Name for searching, if this option is selected. The system leaves the field blank by default.
Trading Partner #	The unique code identifying the supplier or customer (Alphanumeric, 45). You can enter the trading partner code in full or specify it partially using the “*” character. The system retrieves all the reference document numbers with the trading partner code entered here.
Condition	Use the drop-down list box to select the condition of the part, for which you wish to view the stock balance details. The part condition could be “New”, “Overhauled”, “Serviceable” or “Unserviceable”.
Check one or more of the following ‘Display Option’, to view the stock balance selectively:
Parts With Zero Qty.	Check this box to display the parts whose current stock balance in the warehouse is zero.
With Trading Partner Info.	Check this box to display the parts along with the corresponding trading partner information.

Check one or more of the following ‘Display Option’, to view the stock balance selectively:

Click the “Search” pushbutton, to retrieve the search results.

The system displays the following in the “Stock Information” multiline based on the search criteria entered:

Part #	The number identifying the part.
Part Description	The description of the part.
Condition	The condition of the part, which could be “New”, “Overhauled”, “Serviceable” or “Unserviceable”.
Warehouse #	The number identifying the warehouse in which the part is available.
Warehouse Description	The description of the warehouse.
Total Quantity	The total quantity of the part available in the warehouse.
Available Qty.	The total number of parts available in the warehouse in the particular stock status, which is not allocated. Available Qty = Total Qty-Allocated Qty.
Allocated Qty	The quantity of stock allocated out of the total quantity, available in the particular Stock Status.
Part Type	The type of the part as defined in the “Part Administration” business component. It could be “Raw Material”, “Component”, “Expendable”, “Tool”, “Kit” or “Consumable”.
Planning Type	The method in which the part requirement is planned. This could be "Reorder Level", "Min-Max", "Disposition" or "None".
UOM	The unit of measurement in which the part is stocked in the warehouse.
Stock Status	The stock status of the part.
Part Category	The category of the part.
Trading Partner Type	The trading partner type which could be “Supplier” or “Customer”.
Trading Partner #	The unique code identifying the supplier or customer.
Trading Partner Name	The name of the supplier or customer.

Note: If the “Trading Partner Type” is set as “Customer” and the trading partner number is not entered in the search criteria, the system retrieves and displays only those serial/lot or serial and lot-controlled parts whose stock status attribute “Ownership-Customer” is set to “Yes” in the “User Defined Stock Status” business component. Also the system displays “Customer” as the trading partner type, customer number as the trading partner number and customer name as the trading partner name along with the part details in the multiline, from the “Customer” business component.

Note: If the “Trading Partner Type” is set as “Supplier” and the trading partner number is not entered in the search criteria, the system retrieves and displays only those serial/lot or serial and lot-controlled parts whose stock status attribute “Ownership-Supplier” is set to “Yes” in the “User Defined Stock Status” business component. Also the system displays “Supplier” as the trading partner type, supplier number as the trading partner number and supplier name as the trading partner name along with the part details in the multiline, from the “Supplier” business component.

Note: The system retrieves and displays the serial/lot or serial & lot controlled parts, and none-controlled parts from the warehouse-zone-bin to which the customer or supplier is mapped in the “Maintain External Stock Allocation” page of the “Storage Administration” business component, based on the trading partner type and the trading partner # specified in the search criteria.

Check the box in the “Select” column of the multiline, to mark a part for viewing the alternate parts or the quantity available in part kits.

To proceed, carry out the following

Select the “View Availability of Alternate Parts” link at the bottom of the page, to view the availability of alternate parts for the selected part.

Select the “View Quantity available in Kits” link at the bottom of the page, to view the quantity of parts available as a constituent of kits.
Select the “View Allocated Quantity” link at the bottom of the page, to view the allocated quantity details of the selected part.
Select the “View Warehouse stock Balance” link at the bottom of the page, , to view the stock balances in a warehouse.
Click the hyperlinked Part # in the multiline, to view the information of the part.

Refer “View Parts Information –A summary of the activity” in the “Part Administration” business component for more details.

Select the “View Alternative Part Information” link at the bottom of the page, to view the information of the alternative part.

Refer “View Alternative Parts Information –A summary of the activity” in the “Part Administration” business component for more details.

Select the “View Material Count & Location Details” link at the bottom of the page, to view the material count and location information of the part.

Refer to the topic “View Material Count & Location Details – A summary of the activity” for more details.