Understanding the Open To Buy (OTB) Screen

To access the OTB screen, click Open To Buy under Accounting & Claims.

This will open the OTB screen along with its details:

Limit

This section shows the store's assigned purchasing limit.

Un-Changed Invoices, Credits and Un-Invoiced Orders

This part of the screen displays the following information:

• Un-Invoiced Orders

• Un-Charged Invoices

• Uncharged Credit Notes

Un-Charged Invoices, Credits and Un-Invoiced Orders = Un-Charged Invoices - Uncharged Credit Notes

Chargeouts

This part of the screen displays the following information:

• Charged Invoices

• Charged Credit Notes

Chargeouts = Charged Invoices – Charged Credit Notes

Open to Buy

This section shows the remaining balance the store can use for purchases.

Open to Buy = Limit - Un-Changed Invoices, Credits and Un-Invoiced Orders – Chargeouts

Clicking the magnifying glass icon to the right of any OTB line will display a table below the OTB box, showing details related to the selected line

Clicking the Export button will download the table as a CSV file.