Skip to main content

Notifications

Small and medium business | Business Central, N...
Suggested answer

Automatic Reservation not working as intended

Posted on by 5

Hello All,

Suppose i have a purchase order for 100 qty. A total of 30 qty is reserved against 3 different sales orders as below..

Order A - 10

Order B - 10

Order C- 10

Order A is booked first followed by Order B and Order C.

Suppose we have a partial incoming against this purchase order, (Lets say 5 pcs). Ideally BC should allocate this to the first Order entered in the system which is Order A.

However, it allocated to Order B sometimes or to Order C which is incorrect.

BC Should allocated for orders which are booked first.

Please advise on how to set this up the right way. 

  • BCChecker Profile Picture
    BCChecker 5 on at
    RE: Automatic Reservation not working as intended

    Can anyone please reply on this?

  • BCChecker Profile Picture
    BCChecker 5 on at
    RE: Automatic Reservation not working as intended

    Hello,

    To elaborate on my question i have used an actual live scenario here.

    7206.JPG

    As you can see - there are three Sales order - 48/49/50 booked in that sequence.

    21048 order has 5 Qty

    21049 order has 6 Qty

    20150 order has 7 Qty.

    Reservation for these valves were done from the same purchase order - 21028.

    Now we receive the first lot of 3 qty.

    2555.JPG

    Here BC , correctly allocated the first 3 Qty to Sales Order 21048.

    Now the second lot we receive 5 Qty.

    5270.JPG

    As you can see, BC has allocated the entire 5 pcs to 21049. It should have actually first fulfilled the balance 2 nos in 21048 SO as this was booked first , and then allocated only 3 pcs to 21049.

    Hope my query is clear now.

    Thanks

  • LaurentD Profile Picture
    LaurentD 95 on at
    RE: Automatic Reservation not working as intended

    I continue with my personnal question.

    the automatic reservation is a function inside BC ? i don't know how to manage it

    Should i open a new request, or can we speack about this inside this ?

    best regards

  • BCChecker Profile Picture
    BCChecker 5 on at
    RE: Automatic Reservation not working as intended

    Hello, Thanks for your reply. I agree that the first time, the incoming purchase qty is allocated to the first reserved order. 

    For eg. in my question above,  lets say we first receive 5 Qty. It is correctly allocating to Order A.

    However, now if the next lot of 7 pcs is getting received, it gets allocated to Order B , which is incorrect. 

    It should first fulfill balance 5 pcs of Order A and then allocate only 2 pcs to Order B

  • Suggested answer
    Manan_Shah Profile Picture
    Manan_Shah 1,457 on at
    RE: Automatic Reservation not working as intended

    Hi,

    Thanks explaining question in detail.

    As you mention I create a same scenario. 

    I create a Purchase Order with Qty. as 30. 

    pastedimage1673513369850v1.png

    And then I create 3 Different Sales Order. And while creating Sales Orders from sales line Function ->  Reserve action I reserve Purchase Order of 30 qty.

    After I received 5 qty on Purchase Order. And when I check Reservation entries from Purchase Order can see it's allocated to first sales order. 

    My 1st Sales Order no. is 101008 and when you make reservation system create entry no. 

    pastedimage1673513632306v2.png  
    The above screenshot was taken after received 5 qty out of 30. and it's auto allocated received stock to 1st received sale order line.  Also If you can show on Last line entry no. is 7 and it's transferred from entry no. is 4. 

    Hope this will help.

    Many Thanks,
    Manan

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

New! Quick response templatesâš¡

Save time with the new custom templates!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,219 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,056 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans