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Sales Order Line Item Reservation

Posted on by 3,482

Hi:

Is there a way of preventing reservation of line item quantity for a Sales Order?

Thanks!

John

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  • Verified answer
    KasparsSemjonovs Profile Picture
    KasparsSemjonovs 3,924 Super User 2024 Season 2 on at
    RE: Sales Order Line Item Reservation

    To prevent this You can adjust the Reserve option field on the Item Card. (Planning tab) OR on Customer Card (Shipping tab)Set to to Never or Manual - so that reservation is not done automatically.

  • Jun Wang Profile Picture
    Jun Wang 7,437 Super User 2024 Season 2 on at
    RE: Sales Order Line Item Reservation

    not all sales order has order tracking information. it could be manually created by users.

    you could simply add the column Reserve to the line and choose Never. This could be set up on item card as well. Item set up as Never won't be be able to be reserved

    pastedimage1683316146643v1.png

  • john.ellis Profile Picture
    john.ellis 3,482 on at
    RE: Sales Order Line Item Reservation

    Hi Nitin:

    I'm not finding an "Actions" button, at the line item level.

    And, the "Actions" button at the top of the Sales Order does not offer a suggestion to delete a Planning Line.

    John

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    RE: Sales Order Line Item Reservation

    Hi,

    Yes, it is possible to prevent reservation of line item quantity for a Sales Order in Business Central.

    To do this, you can follow these steps:

    1. Open the Sales Order page in Business Central.
    2. Navigate to the "Line" section of the page.
    3. Select the line item(s) for which you want to prevent reservation.
    4. Click on the "Actions" button and select "Line -> Planning Line -> Delete Line."
    5. Confirm the deletion of the planning line(s) for the selected line item(s)

    By deleting the planning lines for the selected line item(s), you will prevent the system from reserving the quantity of the item(s) for the sales order. This means that the item(s) will be available for other sales orders or transactions until the order is shipped. However, it is important to note that deleting the planning line(s) for a sales order line item will also remove any available-to-promise information for that item, which may impact future order fulfillment decisions.

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