Reservation (form)

Article
05/05/2014

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.

Tasks that use this form

Reserve inventory manually for a sales order

Set up manual or automatic inventory reservations

Set up date-controlled reservations

Set up warehouse reservations

Change the reservation on a single order

Change reservation on several orders (batch reservation)

Navigating the form

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.

Tabs

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.

Buttons

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.

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.

Fields

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. Note 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).