Stockkeeping Units (SKU) Inventory Fields Calculations

Applies toInventory Reports

AudienceAll users

Last updatedSeptember 29, 2025

GoldFinch can automatically create Stockkeeping Units (SKUs) and calculate key inventory fields.

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 on Transfer Lines.
• Trigger:
  Updated when Transfer Lines are modified.

On Work Order

• Calculation Source:
  Based on Remaining Qty. Base on Work Order.
• Trigger:
  Updated when Work Orders are modified.

On Work Line

• Calculation Source:
  Based on Remaining Qty. Base on Work Line.
• Trigger:
  Updated when Work Lines are modified.

Available

• Available (On Hand - Allocated)

Note To prevent users from editing these fields, you should add read-only formula fields for display on both the page and list views. The following formula fields (with a period(.) at the end of the name) are included in the package and can be used: On Hand. Allocated. Incoming. Waiting. If needed, you can also create additional formula fields to display the following data: Transfer Out. On Work Order. On Work Line.

Additionally, to display these fields on the Item page or Item list, you can implement a trigger to populate a SKU lookup field. Then, use formula fields to pull data from the associated SKU records.

Daily Routine to Resync Inventory Fields

To maintain accurate and up-to-date inventory quantities for all SKUs, use GoldFinch Job Scheduler to schedule the CreateItemSKUBatch routine to run at night. This will ensure that all SKUs are created and that inventory fields are accurate.

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Article Stockkeeping-Units-SKU-Inventory-Fields-Calculations  ·  Last updated September 29, 2025 · GoldFinch ERP Help Center