web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Unanswered

Reservation worksheet - allocation policy

(1) ShareShare
ReportReport
Posted on by 41
Hi,
 
We have BC configured to require reservations, but reservations to be done via worksheet rather than automatically (using filters when getting requirements to prioritise). 
 
Consider this scenario:
 
zero physical inventory, zero on purchase order.
Sales order 1 - quantity 2
Sales order 2 - quantity 2
Both customers have same priority.
 
We then later raise a PO manually and receive 2 physical into stock and go to the reservations worksheet to reserve to the sales orders.
 
- If we set reservation policy to /basic/, neither is suggested as an reservation because there is insufficient quantity to fulfill both.
- If we set reservation policy to /equally/,  it appeares to suggest reserving 1 to each order. This means neither order is shipped, but one of them obviously could be as we have sufficient stock to fulfill one or the other (but not both).
- By customer priority - because both are at same priority, this seems to act the same as 'basic' and not suggest reservation to either order.
 
Ideally, our reservation should be based on order sequence - e.g. in above scenario it would reserve both inventory units to the first order, so that could be shipped today. Manually reviewing is not practical given we could have 2000 orders per day at busy times. 
 
a) is there any way to achieve this out of the box?  
b) if not and we need to look at implenting our own allocation policy - has anyone done anything similar / any pointers? Or equally any negative experiences/ is it likely to be more problem than benefit?
 
Thanks
Andrew
 
  • Michaela-Dobrila Tesinovic Profile Picture
    24 on at
    Hi Andrew,
     
    we are also looking into using the reservation worksheet and came across the same issue. The allocation policy is simply missing a "1st come 1st serve" option, which should really be a baseline for managing order reservations.
     
    Playing around with the filters to come around this issue, also doesn´t look promissing. I have some items setup for reserve "never", but they appear in the worksheet, and if I am not careful it basically does reserve stock and simply overrule the item setup.
     
    Many filters I tried to use are not working either. So it seems like the function does still have needs to be improved a lot.
     
    Lets hope somebody here will pick up and don´t leave our post´s unanswered.
     
    As your post is from January maybe you came across your issue and can share some of your findings? How did you fix your issue?
     
    Thanks for sharing
    Best
    Mika

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

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the July Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 719 Super User 2026 Season 2

#2
YUN ZHU Profile Picture

YUN ZHU 410 Super User 2026 Season 2

#3
AndrewThomas81 Profile Picture

AndrewThomas81 369 Super User 2026 Season 2

Last 30 days Overall leaderboard

Featured topics

Microsoft Training Manuals

Product updates

Dynamics 365 release plans