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Supply chain | Supply Chain Management, Commerce
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Question about working 'Primary stock' function when item reservation

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Posted on by 45

Dear community,

I want to clarify if it is normal system behavior or not.
For me, it seems that there is something wrong.

There are 2 items with the next setups:
Item 'SW-M' with Storage DimGroup = SiteWH-M (Mandatory = YES)
Item 'SW-PS' with Storage DimGroup = SiteWH-PS (Mandaroty = YES, Primary stock = YES)
pastedimage1681133486049v1.png

Warehouses are not used in warehouse management processes.
There are no also item reservation hierarchy rules.

There is a Sales order with 2 lines for both of these items:
pastedimage1681133770630v2.png


Just for your information - Inventory on-hand:
pastedimage1681133820481v3.png

I want to reserve items manually. There are 2 options; Reserve lot AND Reserve line.

The 'Reserve lot' automatically reserves stock in the warehouse which is assigned to the Sales order line. For example, for both SW-M & SW-PS items, it reserves stock in warehouse #13:
pastedimage1681134404079v4.png

And the 'Reserve line' allows me to reserve a selected line (in this case I select stock in warehouse #14, which differs from assigned on the sales order line):
pastedimage1681134704707v5.png

Per my understanding of working Primary stocking, the system shouldn't allow me to reserve item SW-PS in warehouse #14, but I can do it.

Another situation is if I hide via the 'Display Dimensions' warehouse field (only for item 'SW-PS'). What I'm doing:
1/ Hide warehouses
2/ Use the Reserve line function
3/ Show Warehouses
And the system automatically selects warehouse #13 (as 'Reserve lot'). And it's not because #13 is the 1st line (I checked for #14, and the system selects the required warehouse)
pastedimage1681135162583v6.png


If I create the situation when stock will be only in warehouse #14, and #13 will be still assigned for sales order lines:
pastedimage1681135441027v7.png
And I try to reserve stock when Site and warehouse dimensions are shown: the 'Reserve lot' function reserves nothing and the 'Reserve line' reserves qty for a selected line. 
But, when I hide the warehouse dimension:
'Reserve lot' > reserves nothing, without any errors;
'Reserve line' shows the next type of error:
1/ For the item 'SW-M' (Mandatory = YES)
pastedimage1681135888162v9.png
2/ For the item 'SW-PS' (Mandatory = YES; Promary stock = YES)
pastedimage1681135787699v8.png

My questions:
Why does the Reserve line' function allow reserving items on different warehouses when 'primary stock' = yes?
Is it normal behavior?
Why system doesn't show such errors when warehouse information is available on the form?

I want to reach the same behavior (error #2) when warehouse information is shown in the reservation form.
Business standpoint: users can manually reserve any warehouse (sometimes, by mistake, that leads to some difficulties). Automatic reservation is not considered. 
Hide warehouses is also not working, in a case with Primary stocking display dimension function always returns to the initial state - show warehouse. Personalization also is not working. The reason - is using primary stock.

I will be appreciated If someone clarifies for me these differences in behavior and how to reach the results I need.

  • Charlotte X Profile Picture
    Charlotte X on at
    RE: Question about working 'Primary stock' function when item reservation

    Hi anika.afi, 

    Please wait for someone more experienced in this area to answer this question. Or you can create a support ticket to ask Microsoft technical support team for assistance. 

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