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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. Warehouse drop-down

  3. The report displays the following sets of information:
    1. Information about the item master. The ATP report is based on the item master.
      • 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 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.
    2. Information about the quantity on hand. The Qty on Hand is the total amount of inventory currently in the warehouse. In the ATP report, there are four columns that report on Qty on Hand:
      • 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 Unlicensed Qty on Hand is the amount of unlicensed inventory currently in the warehouse. This quantity displays in the standard unit of measure.
      • The Licensed Qty on Hand is the amount of licensed inventory currently in the warehouse. This quantity displays in the standard unit of measure.
      • The Inventory Value is the inventory cost of the Total Qty on Hand, in dollars.
    3. Information about pending orders. Pending orders are orders that have been both created and approved (or dispatched, or planned) in the system. In the ATP report, there are four columns that report on pending orders:
      • 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 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.
    4. Information about saved orders. Saved orders are orders that have been created in the system, but have not yet been approved. Note that these orders are still editable in the system, and their ordered quantities may still change. In the ATP report, there are two columns that report on saved orders:
      • 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.
    5. Information about the amount of an item master that is available to promise. The Available to Promise quantity is the results of this report's calculcations. 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.
  4. To export the list: Select the Export icon without Export labelExport button up above. More info...

    Note that the columns report their data 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.

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 iconView.) 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:

See Also

Inventory Reports

Inventory By Item report

Inventory By Lic # report

Inventory By Serial # report

Inventory w/o Lic # report

Quantity by Item report

Quantity By Location report

Quantity By Owner report

Quantity By Vendor report

Quantity By Group report

Quantity By Lic # report

Items in Stock report

Inventory Stockout report

Inventory reporting for wave fulfillment

Exporting an inventory report to a spreadsheet

Creating a shipment from an inventory report

Inventory item details field descriptions

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