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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / How to customize the r...
Supply chain | Supply Chain Management, Commerce
Answered

How to customize the reservation logic for the Sales Order

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Posted on by Community member 10
Hi,
 
As you know there are defaults reservation policies for sales order , such as FIFO, LIFO, Std etc..
But the user's expection is just not standard reservation, they need use recipt date/create date/ xxx date/xxx number to determine the reservation (You can image that there is the complex logic for reservation).
 
So I want to if there is the method to extension or create the reservation policy ?
 
thanks!
  • Community member Profile Picture
    Community member 10 on at
    How to customize the reservation logic for the Sales Order
    Hi Kevin
     
    thanks for your detail suggestion.
    I think that's the good way and I will try to do as your said.
     
    Best Regards.
  • Verified answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    How to customize the reservation logic for the Sales Order
    Hi,
    You can create a new class or extended existing category to meet your need. This may involve considering the receipt data, the create data, or other specific standards for reserved. Cover or extend the method of reserved services to achieve your custom logic. Or a better approach, you can provide configuration settings to allow users to choose the reserved policy they want, which includes your custom logic, add a new field or option to the sales order settings to select the required reserved logic.
    Best regards,
    Kevin
  • Community member Profile Picture
    Community member 10 on at
    How to customize the reservation logic for the Sales Order
    Hi Mohamed
     
    yes i agree that it's possible with the customization or development.
    In fact i want to know the best practice to do the customization if you have some experiences on it.
     
    thanks!
  • Suggested answer
    Mohamed Amine Mahmoudi Profile Picture
    Mohamed Amine Mahmoudi 10,611 Super User 2024 Season 2 on at
    How to customize the reservation logic for the Sales Order
    Hi,
     
    I think it possible with customization and developing.
     
    Best regards,
    Mohamed Amine MAHMOUDI

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