The Order balance form shows whether the quantities to be obtained from stock and through purchase orders and production orders are consistent with the quantities that must be delivered through sales orders. This information will tell you whether there are sufficient quantities in production to be able to deliver the required quantities to the customer.

The 'Difference' field under the Total column will show '0' if the lines balance. You can view the order balance by sales line.

Run the Check for sales order exceptions process to generate a list on the Sales order exceptions form, showing all sales lines of which the order balance does not equal 0.

This allows you to view the sales orders or offers concerned, track the cause of the imbalance, and take any measures required. Then, on the Sales order exceptions form, indicate that a correction has taken place.

The order balance is not in balance whenever:

• The quantities (or the quantities of a particular origin) found on a sales line differ from the quantities (or origin quantities) found on the shipping lines.
• The quantities found on a purchase order line are not equal to the sum of the quantities listed on the receipt schedule.
• The quantity specified in a production order is not equal to the sum of the quantities listed on the production order schedule.
• The assigned quantity is smaller than the quantity listed in the production file. You can change the assigned quantities by using the Change production file destination process.