web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Reserve Inventory from...
Small and medium business | Business Central, N...
Suggested Answer

Reserve Inventory from Sales Quote

(0) ShareShare
ReportReport
Posted on by Samantha73 3,255

Hi Everyone

I there a way to reserve inventory against a sales QUOTE. The requirement is that we send a quote to the customer and before the customer accepts it, inventory should be allocated. If not once the customer accepts the quote we cannot supply since it's delivered to another order

Thanks

Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,111 Moderator on at

    Hi,

    There is no standard functionality that lets you make reservations from a sales quote.  So that will require some customization or some alternative thinking.

    With out knowing anything about your business - one option could be to consider not released sales orders as quotes and releases sales orders as actual sales orders. Another option could be to define a dimension that you add to the orders and that you change when an order goes from quote to order. That was just some idea that popped into my mind.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Samantha,

    Reserving against a Sales Quote is not possible. However, if the customer accepts the Quote, convert the Quote to a Sales Order and you can make the reservation then.

    Thanks,

    Steve

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 95,750 Super User 2025 Season 2 on at

    Hello, as the above two experts said, there is no standard way to do it. You need to customize and bring the function to Sales Quote.

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

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

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 2,092

#2
YUN ZHU Profile Picture

YUN ZHU 663 Super User 2025 Season 2

#3
Sumit Singh Profile Picture

Sumit Singh 515

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans