RE: Sales Reservation Avail. report does not modify Qty To Ship
Thanks Theo,
In all the years working with NAV/BC, I've never seen or noticed this report, so it is an interesting one. However, I will admit we do not receive too many questions on many reports, only a handful of specific ones. I have played around with it and found how it works.
The Sales Reservation Avail. Report is really driven from Reservations, so if your not using Reservations, the report won't show you too much.
For Example...
- I have 5 Qty on my Sales Order (By the way - I have Sales & Receivables setup with 'Default Qty. to Ship' = BLANK, which I assume you do too).
- My Shipment Date on the Sales Order line is today, 05/14/20 (mm/dd/yy).
- I have just posted 1 qty into stock, so I have 1 on hand.
- I have 2 qty on a Purchase Receipt with expected Receipt date of today also 5/14/20.
- If I print this report, it doesn't show me what I have on hand or what I have expected to come in.
- As the name of the report indicates I guess, it needs to be reserved.
- So if i reserve the sales order line for 1 Qty On hand, and 2 qty on the expected Purchase, then print the report (must print (pdf)), not preview, it will then show and also update the Qty to Ship on the Sales Order..
On that Report, it'll show the Expected Receipt Date of the Purchase...if reserved against it, and then if you receive that purchase, and run the Report again, it'll update Qty to Ship to 3 on the Sales Line.
I'm not sure if you use Reservations. But I would not recommend using reservations just for the pure purpose/reason of getting the report to work. It would be something you'd need to play with, understand, and see.
Other than that, I'm not finding much else for reporting.
This may not help, but there is the Fact Box on the Sales Order also, where it shows the Sales Lines details for each line....and shows how much stock you have, and what is expected...but that is a per order/line basis..not a full report of everything.
Perhaps someone else out in the community has any ideas. Maybe I missed something.
Bryan
