Reservation (form) [AX 2012]

Updated: February 19, 2014

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

Click Sales and marketing > Common > Sales orders > All sales orders. On the Action Pane, on the Sales order tab click Edit. On the Sales order lines FastTab, click Inventory, and then click Reservation.

Use this form to reserve on-hand inventory.

On the Sales lines tab > Action Pane > click Inventory, and then click Reservation.

The following tables provide descriptions for the controls in this form.

The tabs and controls that were added to this form for the Warehouse management features in Microsoft Dynamics AX 2012 R3 are not described in this topic. For information about these features, see Warehouse management.

Tab

Description

Overview tab

View inventory levels for the inventory dimensions.

On-hand

View information about the on-hand status for a particular item.

Quantity

View an overview of the ordering process.

Value

View the inventory value for the physically updated quantity.

Button

Description

Reserve lot

Microsoft Dynamics AX automatically fills in the Reservation field for the current lot or the current inventory on hand.

Reserve line

Microsoft Dynamics AX automatically fills in the Reserve line field for the current lot or the current inventory on hand.

Inventory

Open a menu with the following items:

  • Lot – Query receipt and issue transactions for the same lot number.

  • Lot transactions – View all the inventory transactions for the lot, represented as receipt or issue transactions.

  • On-hand transactions – View all the on-hand inventory transactions for the lot.

  • Dimensions display – Select the inventory dimensions that you want to be displayed.

Field

Description

View receipts

Select this check box to view the receipt transactions for the current dimension.

Unit

A measurement that specifies in what quantity a product will be sold.

Reserved physical

Displays the physical inventory that is reserved in the current lot.

Reserved ordered

Displays the ordered inventory that is reserved in the current lot.

On order

Displays the inventory that is on order in the current lot.

Configuration

Select an item configuration to specify an item with specific attributes.

NoteNote

When you work with purchase and sales orders, you cannot change the item configuration when you have updated order transactions, such as registration, packing slip, and invoice update.

Warehouse

Enter the warehouse in which you will store your items.

Physical inventory

The actual count of inventory on hand.

Physical reserved

Total quantity of the item that was physically reserved for the inventory dimension.

Available physical

Displays the available quantity (not reserved) from the physical inventory.

Ordered

Number of ordered items.

Ordered reserved

Number of ordered items that are reserved.

Total available

Total available quantity of an item.

Reservation

Enter the quantity to be reserved from the ordered quantity. This will appear in the Reserved ordered field.

Item number

The number that identifies the item.

Dimension No.

Identification of dimensions for the item.

Closed

If this check box is selected, the on-hand inventory is closed, with no quantity and value.

Size

Specifies the size of the item.

Color

Specifies the color of the item.

Batch number

Enter the batch number dimension. If you select Edit lines and Explode lines in the upper section of the Shipment form or the Receive form, you can edit the batch number for the transfer order line.

Location

Location inside a warehouse. If you select Edit lines and Explode lines in the upper section of the Shipment form or the Receive form, you can edit the location number for the transfer order line.

Pallet ID

Unique ID for the pallet (serial shipping container code).

Serial number

Serial number dimension. If you select Edit lines and Explode lines in the upper section of the Shipment form or the Receive form, you can edit the serial number for the transfer order line.

On-hand

Displays inventory available divided among inventory dimensions.

Posted quantity

Quantity that is posted.

Deducted

All order lines have been delivered to the customer.

Picked

The sales order is picking-slip updated.

Received

The physical quantity that has been received but not posted.

Registered

The quantity that has been registered with the item reception.

Arrived

The quantity that has arrived in the item reception.

Quotation receipt

The sales quotation with a negative quantity has been sent to the customer for approval. The sales quotation is not yet a credit note.

Quotation issue

The sales quotation has been sent to the customer for approval. The sales quotation is not yet a sales order.

Physical cost amount

Inventory value for the physically updated quantity.

Financial cost amount

Total inventory value of the financial updates for the item that was posted in the general ledger.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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