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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Allocating Lot Numbers...
Small and medium business | Business Central, N...
Suggested Answer

Allocating Lot Numbers and Reserving Stock at Sales Order Entry

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Posted on by Phil0867 162

Hi

In Business Central I am trying to allocate lot numbers and reserve stock at sales order entry. When I enter the sales order line, the Reserve field is coming through as never so it is preventing me from reserving the stock. The reserve field on the shipping tab for the customer is set to optional, as is the reserve field on the planning tab for the item. Are there any other settings that could be impacting this that I am missing?

Regards

Phil

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  • Suggested answer
    CarmenNunes Profile Picture
    CarmenNunes on at

    Hi Phil,

    In case you want to Reserve Items, you should set at Item Card - field  "Reservation= Always".

    Items that are set  with this condition,  you will automatically see the quantities entered at sales flows as Reserved.

    Hope this can help you to move forward.

  • Phil0867 Profile Picture
    Phil0867 162 on at

    Hi

    I think that the issue is related to the fact that the sales order has a purchasing code of Special Order. As soon as I set this purchase code, the reserve field on the sales order line changes to never regardless of the setting on the item or customer.

    Do you know of a way around this?

  • Suggested answer
    jerome77 Profile Picture
    jerome77 on at

    Hi

    Right, with actual design you cannot use special order and reservation:

    https://docs.microsoft.com/en-us/dynamics365/business-central/sales-how-to-create-special-orders

    pastedimage1603294565809v1.png

    Maybe you can give a try and reserve at purchase order level to the sales order, maybe this can do the way around

    Kind regards

    Jerome

  • Suggested answer
    CarmenNunes Profile Picture
    CarmenNunes on at

    Hi Phil,

    As mentioned by Jerome please try to go in this way:  Reserve at purchase order level to the sales order .

    Hope it helps you to move forward.

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