2024-12-12 Highlighting insufficient quantities in sales documents

The system was updated with a new setting that will highlight invoice item's quantity field if the selling quantity is higher than the balance in the warehouse.

1. To enable the function, first you need to turn the setting on. Go to Setup - Settings - Stocks - General, select the option Limit the amount of goods by the stock balance in Opportunities, Estimates and/or Invoices.

2. How does this setting function? Let's say we create a new opportunity, that does not have this new setting applied. The warehouse has 2 units of Invoice item X, although we selected 3 units in the document.
3. The sale is successful, the opportunity is converted to invoice (Invoices have a new setting applied). The quantity field will be highlighted in red because the sale quantity exceeds the factual balance in the warehouse.
4. If the quantity is not edited, the system will display the notification, warning about the insufficient balance.

5. The goal of this setting is to help you double-check the goods balances and avoid confusions when sales quantity is bigger than the actual amount in the warehouse.