Reserve inventory manually for a sales order

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

This topic applies to features in the Inventory management module. It does not apply to features in the Warehouse management module.

When you reserve inventory manually, the reservation uses the following settings:

• To consider the date of receipt of items when the items are reserved, select the Date-controlled check box in the Item model groups form. For more information, see Set up date-controlled reservations.

• If a warehouse is specified for the customer, the inventory is delivered from that warehouse.

To reserve inventory manually for a sales order, follow these steps.

1. Click Accounts receivable > Setup > Accounts receivable parameters. In the General area, in the Reservation field, select Manual.

   –or–

   Click Sales and marketing > Common > Sales orders > All sales orders. Double-click a sales order. On the Action Pane, in the Show group, click Headier view. On the Setup tab, in the Reservation field, select Manual.

2. Click Sales and marketing > Common > Sales orders > All sales orders.

3. Depending on the method that you used to set the reservation to Manual, select any sales order, or select the sales order for which you selected manual reservation.

4. Double-click the sales order. On the Action Pane, in the Show group, click Line view, and then click Add line.

5. Enter an item quantity and other relevant information on the line.

6. In the Sales order lines grid, click Inventory > Reservation.

7. To change inventory reservations on items that are not delivered, repeat steps 5 and 6.

8. Select the warehouses from which inventory should be reserved. Then, in the Reservation field, enter the quantity to reserve.

   Note

   You cannot reserve more than the quantity that is entered on the sales order line.

   If you increase the quantity on the sales order line, the reserved quantity is not changed accordingly. You must reserve the extra quantity manually. If you decrease the quantity on the sales order line, and the new quantity is less than the existing reserved quantity, the reserved quantity is decreased accordingly.

See also

Set up manual or automatic inventory reservations

Set up date-controlled reservations

Set up warehouse reservations