Manual reservation per legal entity

(3) Share

Report

Posted on by villica

Is it possible to run a batch to remove all reservation from sales orders on a single legal entity

Is is possible to have a legal entity not reserve the inventory automatically

found a parameter under ar parameter which can be turned to automatic or manual, found another one under inventory model groups. I believe they impact all legal entities and it is not per legal entity setup

Hope someone can provide some guidance

Categories:

Dynamics 365 Finance

I have the same question (0)

All responses (9)

Answers (3)

Martin Dráb 236,972 Most Valuable Professional on at

Like (1)

Report

Manual reservation per legal entity

Which D365 product are you using? The D365 brand covers quite a few things, such as Finance and Operations, Business Central or Customer Engagement.

Was this reply helpful? Yes No
villica 80 on at

Like (1)

Report

Manual reservation per legal entity

Finance and operations

Was this reply helpful? Yes No
Verified answer

Danny Bilodeau 4,902 Super User 2025 Season 2 on at

Like (3)

Report

Manual reservation per legal entity

Hi, Reservation is a topic in itself.

This response is to answer your questions, but barely scratches the surface

Item Model Group are Legal Entity specific so you can configure with the reservation policy that the company prefers. Item Model Group are assigned to items so you can have different reservation policies for certain groups of items.

The AR parameter is a default parameter that is used; it is the "Default" option on the Item Model Group.

You can definitely have a Legal Entity not reserve automatically (my preference in most projects)

There is no batch to remove reservations directly. Indirectly, there is a batch job to change inventory status, which depending on a setup on Warehouses master record, could remove reservations and marking.

Danny

1 people found this reply helpful.

Was this reply helpful? Yes No
Martin Dráb 236,972 Most Valuable Professional on at

Like (1)

Report

Manual reservation per legal entity

Moved from Integration, Dataverse, and general topics forum to Finance | Project Operations, Human Resources, AX, GP, SL forum.

Was this reply helpful? Yes No
Verified answer

Sathish Kumar Palan... 180 on at

Like (2)

Report

Manual reservation per legal entity

Removing Reservations via Batch Job
You can use the Inventory Status Change Job to remove reservations across sales orders:

How it works:
Change the inventory status of items (e.g., to “Count” or “Unrestricted”) using the job.
This clears existing reservations and markings tied to those items.

Steps:
1. Go to Inventory management > Periodic tasks > Inventory status change.
2. Filter by item, warehouse, or sales order criteria.
3. Run the job in batch mode for the target legal entity.
Note: This affects reservations at the transaction level, not configuration setting

please verify and confirm the answer works for you.

1 people found this reply helpful.

Was this reply helpful? Yes No
villica 80 on at

Like (1)

Report

Manual reservation per legal entity

Hi Danny

I was told by Microsoft that Item Model groups are not legal entity specific

Was this reply helpful? Yes No
villica 80 on at

Like (1)

Report

Manual reservation per legal entity

Hi Sathish

Do you need to have warehouse management enabled?

Was this reply helpful? Yes No
Verified answer

CU28101650-0 9 on at

Like (1)

Report
Manual reservation per legal entity

This is a good question for managing inventory control!

The parameters you found that apply to all legal entities are likely global settings. To get per-legal-entity control for manual reservations, you generally need to look at Inventory Management module settings, specifically:

Item Model Groups: You must create separate Item Model Groups (one for "automatic reservation" and one for "manual reservation").

Item Assignment: Assign the correct Model Group to the items within the specific Legal Entity.

Regarding removing all reservations via a batch job:

There is no standard batch job to remove all reservations from sales orders across a legal entity.

The standard process is usually to un-reserve manually or to write a custom X++ job that targets all sales lines in that legal entity and runs the un-reservation logic.

I recommend focusing on the Item Model Group setup first, as that is the standard way to control this behavior per legal entity.

2 people found this reply helpful.

Was this reply helpful? Yes No
villica 80 on at

Like (1)

Report

Manual reservation per legal entity

Thank you I got the information I need now

Was this reply helpful? Yes No