Reserve sales order batch numbers
Certain customers might prefer that your organization fills their order from the same batch or lot. The reserve sales order batch numbers functionality allows for the reservation of inventory against a single batch of inventory. To turn on this feature, you need to make sure that certain parameters in the item model group, tracking dimension group, and storage dimension group are active:
Item model group - Select the Same batch selection and Consolidated requirement fields under Reservation for inventory policies.
Tracking dimensions group - Select the Coverage plan by dimensions field for the batch number.
Storage dimensions groups - Select the Coverage plan by dimensions field for Site and Warehouse.
When you reserve inventory for a product on a sales order line that's set up for same batch selection, the system attempts to reserve the ordered quantity from a single inventory batch, taking into account any specific batch attribute requirements. If you can't fulfill the quantity from a single batch, the Same batch reservation conflict page appears. This page outlines the issues and provides options for proceeding with the reservation.