Dynamics Community Forum Thread Details

WHSwork is created for the remaining quantity instead of the reserved quantity

Hi everyone,

I am working on a customization for Production orders where we need to reserve raw materials by License Plate (LP) and then generate the corresponding WHS work for the reserved quantity.

I am currently using the standard reservation engine with InventUpd_Reservation to reserve against a specific LP. The reservation is created correctly (e.g., 8 units reserved physically on a specific License Plate).
However, when I release the production order to the warehouse, the WHS work that gets created is not for the reserved quantity (8 units), but instead for the remaining unreserved quantity (e.g., 3 units).

It seems that the WHS work creation logic ignores the reservation created via InventUpd_Reservation and only generates work for the quantity that is still “unreserved” from a WHS perspective.

Is there any way to make WHS work generation respect the reservation performed by InventUpd_Reservation?

Here's the code:

private void licensePlateReserve()
{
ProdBOM prodBOMAux;
WHSInventTable whsInventTable;
InventTrans inventTrans;
InventTransOrigin inventTransOrigin;
InventSum inventSum;
InventDim inventDim, inventDimAux;
InventMovement inventMovement;
InventUpd_Reservation reservation;
real remainQty;
boolean reserveSuccess = false;
Set licensePlatesChecked = new Set(Types::String);
WHSWorkTable whsWork;

remainQty = prodTable.qtySched;

while select prodBOMAux
join whsInventTable
where whsInventTable.ItemId == prodBOMAux.ItemId
join inventDim
where inventDim.inventDimId == prodBOMAux.InventDimId
&& prodBOMAux.ProdId == prodTable.ProdId
{
while (remainQty > 0)
{
reserveSuccess = false;

while select inventSum
order by LicensePlateId asc
where inventSum.ItemId == prodBOMAux.ItemId
&& inventSum.InventLocationId == inventDim.InventLocationId
&& inventSum.InventSiteId == inventDim.InventSiteId
&& inventSum.AvailPhysical > 0
&& inventSum.LicensePlateId != ''
{
if (licensePlatesChecked.in(inventSum.LicensePlateId))
{
continue;
}

inventMovement = InventMovement::construct(prodBOMAux);

inventDimAux.clear();
inventDimAux.data(inventDim);
inventDimAux.LicensePlateId = inventSum.LicensePlateId;
inventDimAux.wMSLocationId = inventSum.wMSLocationId;
inventDimAux.inventBatchId = inventSum.inventBatchId;

inventDimAux = InventDim::findOrCreate(inventDimAux);

InventDimParm inventDimParm;
inventDimParm.initFromInventDim(inventDimAux);

InventAvailabilityByUnit inventAvailabilityByUnit = InventAvailabilityProvider::findByItemSumDim(inventSum.inventTable(), inventSum, inventDimAux);
InventQty availQtyreserve = inventAvailabilityByUnit.parmInventAvailability().availReservation();

if(availQtyreserve >= prodBOMAux.BOMQty)
{
reservation = InventUpd_Reservation::newParameters(inventmovement,
inventDim,
inventDimParm,
InventDimFixedClass::inventDimParm2InventDimFixed(inventDimParm),
-prodBOMAux.BOMQty,
false);

reservation.parmInventDimOnHandSelectionCriteria(inventDimAux);
reservation.updateNow();

remainQty--;
reserveSuccess = true;
break;
}
else
{
licensePlatesChecked.add(inventSum.LicensePlateId);
}
}

if (!reserveSuccess)
{
warning(strFmt('No se encontró matrícula con cantidad suficiente para el artículo %1. Cantidad requerida: %2. Piezas pendientes: %3', prodBOMAux.ItemId, prodBOMAux.BOMQty, remainQty));
break;
}
}
}
}

Thanks!

Categories:

Dynamics 365 Finance

Microsoft Dynamics AX

Dynamics 365 Project Operations

Hi JP-03031608-0,

1) Issue
- WHS work is created for the remaining (unreserved) quantity instead of the quantity reserved on License Plate
- Reservation via InventUpd_Reservation works correctly and reserves physical inventory on LP (e.g. 8 units)
- When releasing the production order, WHS work is generated only for the remaining quantity (e.g. 3 units)
- The reservation created is not respected by warehouse work generation logic
- This leads to incorrect picking work and breaks LP-based reservation scenarios

2) Reason
- The issue is caused by a mismatch between reservation logic and Warehouse Management (WHS) reservation logic
- InventUpd_Reservation creates reservations on inventory level but does not create WHS reservation hierarchy or WHS-specific reservation records
- WHS work creation relies on WHS reservation framework (reservation hierarchy, location directives, LP tracking), not just InventTrans reservations
- This leads to a situation where standard work creation ignores your reservation and assumes that reserved inventory is already handled, therefore it only creates work for remaining demand
- In WHS, reservations must align with reservation hierarchy levels (e.g. Site → Warehouse → Location → LP) to be respected
- Your current implementation reserves against LP using InventUpd_Reservation but does not integrate with WHS reservation engine (WHSReservation)
- As a result, the system treats the reserved quantity as already "fulfilled" from WHS perspective and only creates work for unfulfilled (remaining) quantity
- This can happen because WHS logic uses WHSInventReserve / reservation hierarchy and not purely InventTrans-based reservations

3) Resolution
- Do not rely only on InventUpd_Reservation when working with WHS-enabled items
- Use WHS-aware reservation mechanisms

Option 1 (Recommended)
- Use reservation hierarchy properly
- Ensure LP is part of reservation hierarchy for the item model group
- Configure reservation hierarchy:
- Include Location and License Plate levels
- Ensure reservation is done at correct level expected by WHS

Option 2
- Use WHS reservation classes instead of InventUpd_Reservation
- Implement reservation using WHSReservation classes to align with warehouse logic
- Ensure the reservation reflects correct WHS dimensions (Location + LP)

Option 3
- Avoid pre-reserving and let WHS work create picking based on location directives
- Configure location directives to prioritize specific LPs
- This is the standard WHS approach (system-driven picking)

Option 4 (Advanced customization)
- Extend WHS work creation logic:
- Review class WHSReleaseToWarehouse / WHSWorkCreateProd
- Inject logic to respect existing InventTrans reservations
- Modify query building for work creation to include reserved LP quantities

Technical improvements in your code
- You are reserving against inventDim (original) but passing inventDimAux as selection criteria:
- Ensure reservation dimension and selection criteria fully match WHS hierarchy
- Validate that:
- InventDimFixed includes LP and Location
- Reservation is at full WHS dimension level (not partial)

Testing steps
- Verify reservation hierarchy setup for item
- Check InventTrans and WHS reservation tables
- Release production order and trace WHSWorkCreateProd logic
- Debug which quantities are considered "remaining" vs "already reserved"

Key takeaway
- InventUpd_Reservation is not sufficient for WHS scenarios
- WHS work creation respects WHS reservation hierarchy not only InventTrans reservations
- To achieve LP-driven picking you must either:
- Align reservation with WHS reservation framework
- Or control picking via location directives instead of manual reservation

For a more detailed answer, please provide more information.

Rg,

Alexander

*Due to the complex and different possibilities of deploying Dynamics 365 I highly recommend not to setup the application without some expert/partner or support. (For more information contact me under anassl@inno-solutions.info or visit www.inno-solutions.de)

*The Information comes directly from the manufacturer or provider and are validated (not guaranteed) up to date of creation of the posting.

References: