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Reserve lines on a sales order for incoming purchase orders/warehouse receipt

Posted on by 5

When we have notice of items coming in, we want to allocate certain lines to certain sales orders however this is on a case by case basis so do not want to set up auto reservations.  In some cases we will have 30 x of an item coming in but only 5 would need allocating, potentially to 5 different sales orders.  

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    TWBlaisdell Profile Picture
    TWBlaisdell on at
    RE: Reserve lines on a sales order for incoming purchase orders/warehouse receipt

    Hi VicJ,

    Thank you for posting your question on the Microsoft Dynamics NAV Forum.

    From the Sales Orders that require allocation, you can select the Line > Function > Reserve and reserve against the open Purchase Order as long as the Item and Customer have Reserve set to Optional.  This manual reservation can be used to link to the open Purchase Order. Once received, the Sales Order Reservation would move to the Item Ledger Entry quantity received on the Purchase Order.

    I hope this helps.

    Thank you.  Have a great weekend,

    Best Regards,

    Tom

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