Reservations on sales orders and internal orders
The following parameters are available in definitions of sales order and internal order document types (Configuration → Company Structure → Company → Documents → IO/SO document type editing):
- Reserve resources – if checked, when adding an item onto a document or increasing item quantity, reservation on specified item quantity is created by default, blocking sales of the item from particular delivery. If requested quantity is not available, reservation without resources is created
Above parameters are available for editing, regardless of value of parameter Handle quantity reservation in warehouse documents.
Moreover, it is possible to make/release a reservation with the use of buttons [Reserve]/ [Release Reservations] for the following documents:
- Sales orders –with status Initiated, Unconfirmed, Confirmed, Pending
- Internal orders – with status Confirmed and Pending
Verification of quantity reservation in an order document is possible from the level of document item details in section Subitems and in tab Deliveries in column In Stock of section Subitems. In case the parameter is checked, a reservation is created for a given subitem. The parameter MA DOSTAWE is blocked for editing for:
- item being a service
- SO document in status: Canceled, Closed, Processed
- IO document in status: Initiated, Canceled, Unconfirmed, Closed, Submitted and Processed
Making/releasing a quantity reservation on an order is possible for:
- documents in status Initiated (SO), Unconfirmed (SO), Confirmed (SO, IO), Pending (SO, IO)
- for items of Merchandise type – refers only to making reservations
- documents associated with warehouse specified in the header/subitem. In case if appropriate permissions are missing (e.g., the warehouse in given center is not associated with given document type), such document is omitted
Detailed description referring to operation of resource reservations and reservations without resources in dependence of document type can be found in articles Orders and Internal orders
Quantity reservations
To be able to reserve quantities in order documents (SO, IO) and warehouse documents (SOR, WM-, IR-), parameter Handle quantity reservation must be checked from the level of System → Configuration → Trade.
Upon checking the parameter, in case if in a subitem of order or warehouse document:
- a lot is indicated – resource reservation for a given lot is created
- a lot is not indicated – quantity reservation for a given item is created
- checked – quantity or resource reservation is created, depending if lot is indicated in a given subitem
- unchecked – non-blocking reservation (reservation without resources) is created
In the ribbon for sales orders, there is also button [Reserve Resources] available, which operates in the same way
In an unconfirmed warehouse release generated from a SO, the following reservation is created:
- resource reservation – if resource reservation or non-blocking reservation with indicated lot was created in SO document
- quantity reservation – if quantity reservation without indicated lot or reservation without resources was created in SO document
Upon confirmation, quantity in given warehouse will be decreased by quantity resulting from trade document.