Match supply jobs to demand for a period

Article • 6/18/2026 • 1 min read

Use the Balance window to automatically match supply to demand for the selected period.

To match supply jobs to demand for a period

  1. Select the job for which you want to match to demand.

  2. On the Toolbar, click More Actions.

    Select More Actions > Actions > Balance.

    The Balance window opens.

  3. Set the lot sizes:

    a. To use those lot sizes set in the Item Master (INV) page, ensure that the Use Min Ord Qty, Use Max Ord Qty, and Use Mlt Ord Qty check boxes are unselected.

    b. To enter a lot size other than those set in the Item Master (INV) page, select any of the following check boxes and specify the quantity in the adjacent field:

    • Use Min Ord Qty

    • Use Max Ord Qty

    • Use Mlt Ord Qty

  4. In the Supported Demands area, select the appropriate check box according to the demands that you want to balance.

  5. Click Run Balance.

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