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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Re-generate reservatio...
Supply chain | Supply Chain Management, Commerce
Answered

Re-generate reservation on sales order

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Posted on by Abdulla Magdy 19
I'm using D365 F&O, My setup is auto reservation on sales orders.
A sales order is created for several items that don't have full stock, so the sales order reserves some quantities and the remaining are "On order".
 
Ex: Item 123: have stock of 10 kg
The sales order created with 15 kg

The reservation transitions will be: 10 kg reserved and 5 kg on order.
 
Then I made an adjustment journal to add 5 kg of the item.

My current solution: To go on each line of the sales order and update the reservation from 10 kg to 15 kg.

My question: How can I regenerate the reservation on the total sales order to reserve the remaining quantities, knowing that each sales order can have more than 50 lines?
Categories:
Dynamics 365 Supply Chain Management
  • Verified answer
    Danny Bilodeau Profile Picture
    Danny Bilodeau 4,199 Super User 2024 Season 1 on at
    Re-generate reservation on sales order
    Hello Abdulla,
    That is a complication. Auto-reservation is only for when the line is created; at that time, it reserved what is inventory, if inventory is added later the reservation is not automatic.  
     
    There is only one way that I know how. There is a batch job for automatic release of the Sales Order; here is the documentation on this batch job: https://learn.microsoft.com/en-us/dynamics365/supply-chain/warehousing/release-to-warehouse-process#automatic-release-to-the-warehouse.  Your question is about re-generating reservation after inventory has been added. If you setup the parameters just so, you can have the behavior that you want.  
      
     
    You can further control with Fulfillment policies (can be applied to customer) to determine whether or not to release partially reserved Sales Order lines: https://learn.microsoft.com/en-us/dynamics365/supply-chain/warehousing/batch-release-of-partially-reserved-transfer-orders#specify-fulfillment-criteria-for-transfer-orders-and-sales-orders
     
    You will have to tweak and experiment a bit, but you can arrive to a point where system will reserve the inventory and the sale line will not be released to warehouse until fully reserved.  You could also adjust the setup so that it will release for partially reserved quantities with the remaining being released at a later date when available.  
     
    The outcome will be sales lines that are released to warehouse automaticall, which might not be exactly the outcome you are looking for.
     
    Good luck!
     
     
  • Suggested answer
    Guy Terry Profile Picture
    Guy Terry 28,626 Super User 2024 Season 2 on at
    Re-generate reservation on sales order
    You could set the Reservation parameter on the order header to Manual, and save, and have the system copy this setting to all Lines.
    Then you could set the Reservation parameter on the order header to Automatic, and save, and have the system copy this setting to all Lines. This will cause the system to attempt automatic reservation again.
     
    It is possible to configure that the system will copy the setting to all Lines automatically, without you having to answer a prompt.
     
    However, I recognise this is not ideal! If you are utilising functionality in the Warehouse management module, there is the capability for a batch job to perform automatic reservation, but if you are not, I don't know any good answer.

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