Skip to main content

Notifications

Announcements

No record found.

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 16
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
    Reservation worksheet - allocation policy
    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

Ramesh Kumar – Community Spotlight

We are honored to recognize Ramesh Kumar as our July 2025 Community…

Congratulations to the June Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

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

#1
Sohail Ahmed Profile Picture

Sohail Ahmed 2,655

#2
Mansi Soni Profile Picture

Mansi Soni 1,574

#3
YUN ZHU Profile Picture

YUN ZHU 1,453 Super User 2025 Season 1

Featured topics

Product updates

Dynamics 365 release plans