Inventory Reservation
Holds stock for a customer's order. For a sales order, Save finds available stock (by site, warehouse, batch) and reserves it on the order's lines; other documents then cannot issue that stock, and the delivery challan for the order releases it as it ships.
What it is for
It protects a promise. Stock is reserved only from open stock, in sites (and warehouses) that have Use in Reservation ticked, and not from batches that have expired unless the item allows issuing expired stock.
The one rule people get wrong: only a reservation for a sales order holds stock. A general reservation (or one for any other purpose) is recorded with its lines, but no stock check or issue reads it. To keep stock away from everyone else without an order, move it to a separate warehouse instead.
Every field in plain words
| Field | What it means | What to put |
|---|---|---|
| Reservation | The number | Given on Create |
| Request No | The request it comes from | Optional. The reservation cannot exceed what the request still has open |
| Reservation For | For a sales order, or general | Required |
| Reference number | The sales order | Required for a sales order reservation |
| Date From, Date To | The period | Required, here and on each line |
| Site, Warehouse | Where | |
| Responsible, Notes | ||
| Item No, Item Variant, Name | The item | From the sales order |
| Inventory Unit, Reservation Unit, Reservation Quantity | How much | Not zero, and not more than the order line still has unreserved |
| Site, Warehouse | Where to reserve from | |
| Batch/Serial Number, Manufacture Serial Number | A particular batch or serial | Empty to take any available |
| Line Text | Free text |
What happens on Save
For a sales order, available stock is reserved line by line, split across batches when needed, and written onto the sales order line as its reservation. If not enough is available: "Stock not available of Item ...".
What it is connected to
- Inventory Reservation Request.
- Site and Warehouse - Use in Reservation.
- Item Issue To Sales Order - releases the reservation as it delivers.
- Sales Order - the sales order.
If something looks wrong
- "Line ID: ... - Reservation Quantity cannot be 0", "... Date From cannot be Empty", "... Date To cannot be Empty"
- "No Line found in Sales order of Item ..." - the line is not on the referenced order.
- "Line ID : ... already reserve quantity of this item" - the order line is already reserved in full.
- "Stock not available of Item ..." - not enough open, reservable stock.
- "Basic Data - Line ID: ... - Reservation Quantity: ... cannot exceed Balance Quantity: ... of Item: ... in Request : ..."