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Stockkeeping Units (SKU) Inventory Fields Calculations

Overview

GoldFinch allows you to automatically create Stockkeeping Units (SKUs) and calculate five key inventory fields during transaction entries:

  • On Hand

  • Allocated

  • Incoming

  • Transfer Out

  • Waiting

  • On Work Order

  • On Work Line

Setting Up Automatic Inventory Calculations on SKUs

Refer to Managing GoldFinch Custom Settings to configure a new custom setting:

  • Name: EnableSKU

  • Value: True

Inventory Field Calculation Logic

GoldFinch calculates inventory fields based on specific triggers during transaction updates. Below is an overview of the calculation sources and logic for each inventory field:

On Hand

  • Calculation Source:
    Based on the Qty. Base from Bin Contents.

  • Trigger:
    Updated when Bin Contents are modified.

Allocated

  • Calculation Formula:
    Allocated = Qty. Allocated Base on Sales Lines + Qty. Allocated Base on Transfer Lines + Quantity on Product Allocations (Posted = false)

  • Triggers:

    • Triggered when Sales Lines or Transfer Lines are updated.

    • Product Allocations are automatically created from Salesforce Order objects.

    • Quantity on Product Allocations by default is in the Base Unit of Measure.

For more details, visit: Product Allocations.

Incoming

  • Calculation Source:
    Based on O/S Qty. Base from Purchase Lines and O/S Receive Qty. Base on Transfer Lines

  • Trigger:
    Triggered when Purchase Lines or Transfer Lines are updated.

Waiting

  • Calculation Source:
    Based on Qty. Not Allocated Base from Sales Lines, Transfer Lines and Order Items.

  • Trigger:
    Triggered when Sales Lines or Transfer Lines are updated.

Transfer Out

  • Calculation Source:
    Based on O/S Ship Qty. Base from Transfer Lines.

  • Trigger:
    Updated when Transfer Lines are modified.

On Work Order

  • Calculation Source:
    Based on Remaining Qty. Base from Work Order.

  • Trigger:
    Updated when Work Orders are modified.

On Work Line

  • Calculation Source:
    Based on Remaining Qty. Base from Work Line.

  • Trigger:
    Updated when Work Lines are modified.

Daily Resyncing Inventory Quantities

To maintain accurate and up-to-date inventory quantities for all SKUs, we recommend scheduling a nightly update routine to run the CreateItemSKUBatch Apex Class. This will help ensure that all SKUs are correctly created and that inventory fields on each SKU reflect the latest information.

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