Sales Order Lines - Reservation

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Posted on by SU-22040800-0

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Is there a report/view in D365 that can show ALL the Sales Order lines with their respective Reserved / Ordered Reserved quantity? (exactly like "General --> Line Quantity" screen, but accross ALL SO Lines.

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Hana Xue Microsoft Employee on at

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RE: Sales Order Lines - Reservation

Hi James,

Not sure if this is what you mean:

If you want to see the reservation, you can click insert columns as shown in the screenshot, select the reservation option, and if you want to display more content, you can also Make selections from other options in the list.

Best Regards,

Hana

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SU-22040800-0 2,459 on at

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RE: Sales Order Lines - Reservation

Thanks for the reply Hana

What you are showing, shows the status of Reservation.

What I'm looking for is a screen that can show Quantity - like the below

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Hana Xue Microsoft Employee on at

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RE: Sales Order Lines - Reservation

Hi James,

In the Sales and Marketing module, there are several sales order reports available, such as "Open Sales Order Lines", etc.

I found the column with quantity in the list of open sales order lines. At the same time, I also checked the column that can be added in all sales order, and there is no relevant quantity displayed. If you want a complete sales order report, then you need contact a developer to help you make it happen.

Yours sincerely,

Hana

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SU-22040800-0 2,459 on at

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RE: Sales Order Lines - Reservation

I understand - thank you Hana

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Kirk Anger 50 on at

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RE: Sales Order Lines - Reservation

I use inventory transactions for this (&mi=InventTrans). You could set up a saved filter something like Reference is exactly sales order, Issue is not Purchased, Receipt is not Sold and that should show you open lines and their respective reservation / ordered reserved, ordered qtys, e.g.

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SU-22040800-0 2,459 on at

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RE: Sales Order Lines - Reservation

Thank you Kirk - This looks like the best option/workaround!

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Osvel Reyes 46 on at

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Sales Order Lines - Reservation

I see this has been answered, but I find pretty useful another form which I personally use for seeing reservation and can be extracted if you are using WMS.

Navigate to Warehouse management/Release to warehouse/Release sales order to warehouse. In that form there is a field called "Quantity available to release" which is nothing but the reserved item without work generated.

I hope this also works good for you.

Best,

Os

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