Mass Balance Analysis List
Mass Balance Analysis provides a systematic reconciliation of inventory movements within a defined period. It helps verify that all incoming, outgoing, and internal inventory transactions are accounted for and identifies any variances between expected and actual balances.
To create a mass balance analysis, follow these steps:
-
Select the Search icon
, enter Mass Balance Analysis List, and then choose the related link.
The Mass Balance Analysis List page opens. -
On the action bar, select New.
The Mass Balance Analysis card page opens. -
On the General FastTab, enter the required information in the following fields:
| Field | Description |
|---|---|
| No. | Specifies the code for this mass balance analysis. |
| Description 1 | Enter a description for the mass balance analysis. |
| Description 2 | Enter an additional description for the mass balance analysis. |
| Accepted Tolerance % | Specifies the accepted variance percentage for the analysis. |
| Item Filter | Select the item number filter for the mass balance calculation. |
| Lot No. Filter | Select the lot number filter for the mass balance calculation. |
| Location | Select a location filter for the mass balance calculation. |
| Start Date | Specifies the start date of the calculation period. |
| End Date | Specifies the end date of the calculation period. |
| Date/Time Calculation | Specifies when the mass balance was last calculated. This field is updated automatically after calculation. |
Start Date and End Date are mandatory. In addition, at least one item-related filter (Item No. or Lot No.) must be specified before the calculation can be performed.
- On the Lot Attribute Filters FastTab, specify optional lot attribute filters.
| Field | Description |
|---|---|
| Lot Attribute Code 1 | Specifies the first lot attribute code filter. |
| Lot Attribute Value 1 | Specifies the value associated with Lot Attribute Code 1. |
| Lot Attribute Code 2 | Specifies the second lot attribute code filter. |
| Lot Attribute Value 2 | Specifies the value associated with Lot Attribute Code 2. |
| Lot Attribute Code 3 | Specifies the third lot attribute code filter. |
| Lot Attribute Value 3 | Specifies the value associated with Lot Attribute Code 3. |
Each attribute code and value combination further restricts the lots included in the analysis.
- On the action bar, select Calculate Mass Balance.
The system:
- Validates that all mandatory fields contain values.
- Executes the mass balance calculation based on the selected filters.
- Updates the analysis lines with the calculated results.
-
Updates the Date/Time Calculation field with the current date and time.
When you modify a filter field in the General Fast Tab and Lot Attribute Filters for a Mass Balance Analysis record that has already been calculated, a confirmation message is displayed:
"Mass Balance Details already exist for this Mass Balance Analysis code. Do you want the details to be recalculated using the changed filter settings and thus replace the existing details?"
-
Select Yes to recalculate the analysis using the updated filter settings, which replaces the existing Mass Balance Details and updates the Date/Time Calculation field.
-
Select No to cancel and retain the existing Mass Balance Details unchanged.
-
When the Clear action is selected for a Mass Balance Analysis record that contains calculated data, the system displays the following confirmation message:
"This will clear all calculated data. Do you want to continue?"
-
Select Yes to clear all calculated Mass Balance Details and reset the calculated data.
-
Select No to cancel the action and retain the existing calculated data.
For Catch Weight items, weight quantities across all Mass Balance sub-pages are sourced from the Item Weight Ledger Entry. For standard items, weight quantities are sourced from the Item Ledger Entry total net weight. Both item types are supported within the same dataset.