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Deleting 'wrongly' made Reservation Entries with reservation status Surplus

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Hi Guys,

First of all I've found this thread:   Reservation Entries still exists for the Sales Order in Reservation entry table for which Sales Order has been fully Shipped and Invoiced which asks if you can delete reservation entries without problems, but there wasn't a clear answer.

My problem is that my reservation Entry table is completely full of reservation entries with the status Surplus. This is due to customization (not mine!) and I've already disabled this for the ongoing process.

A little background: we hold our inventory for some type of inventory in one company, and we consume them in another company. These consumptions postings are done automatically via an API with another program, and we've 'reserved' these items with the only purpose of holding inventory in company A and consumption in company B. We have some customization made by our Navision supplier, (this was done before I could code myself) and those are some codeunits that collect all the negative inventory in company B on those items and automatically buys them via intercompany postings at company A.

We are using lot no. tracing, and the items being bought with a query that collects the items by item, posting date and lot no. (and location code)

We also have some other customization that is able to create lot no. automatically on purchase lines. But that is not necessary in this case because they are already assigned, BUT when we post the purchase order from company B to company A, and later receive the invoice from company A in company B, it creates a purchase invoice + a reservation entry with an automatically created lot no for a split second. A moment later this lot no is overruled by the assigned lot no from the purchase line. But that reservation entry stays in the table reservation Entry with status surplus, with the wrong lot no.

So in short: I have data in my reservation entry table that goes back three years, which corresponds with a lot no. that doesn't exist, and assigning a lot no. on one of those items takes forever. My question: can I safely delete those records, or should I check some other data/tables/etc.?

Kind regards,

Jeroen

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Deleting 'wrongly' made Reservation Entries with reservation status Surplus

    Jeroen,

    You will not be the first person who needed clean-up help in the Reservation table. I highly recommend you contact your Partner and DO NOT DO THIS YOURSELF. This is not a table to be playing in. Your Partner can develop a one-time routine to delete the bad entries you have. You will supply either the entry records in the table or how to filter and locate the records to delete based on a criteria.

    One last thing, make a backup and have your Partner test everything in this backup before deploying to LIVE.

    Hope this helps.

    Thanks,

    Steve

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 69,864 Super User 2024 Season 2 on at
    RE: Deleting 'wrongly' made Reservation Entries with reservation status Surplus

    Hi, As you might know, there are many ways to delete data in NAV. The following are some examples from BC.

    https://navinsights.net/2020/10/27/4-ways-to-delete-records-from-a-table/

    But as Inge suggested, it's not as simple as deleting the data, below is a diagram of the Reservation Entry.

    https://dynamicsdocs.com/nav/2016/w1/table/reservation-entry

    But I'm not sure if there is any other functionality affected in that customization you mentioned. 

    So I think It is recommended to contact the development partner to deal with this data problem.

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,744 Moderator on at
    RE: Deleting 'wrongly' made Reservation Entries with reservation status Surplus

    In order to make sure you do not harm the integrity of your system i advice you to seek advice from you Dynamics NAV / BC partner to solve this. They can help you analyse the situation and suggest a way to clean your data.

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