Batch 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

Use this form to reserve all, or a portion of an inventory batch for a sales order or a production order.

To open the form

Click Production control > Common > Production orders > All production orders. Double-click the production order with the inventory you want to reserve. On the View tab, on the Journals Action Pane, click Picking list to open the Production journal form.
Click Create New and create the new journal line.
Click Inventory and select Batch reservation.

Tasks that use this form

Reserve an inventory batch for a batch order

Reserve an inventory batch for a sales order

Navigating the form

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

Tabs

Tab	Description
Overview	View a list of inventory batches referenced in the originating source. Only those batches that have attributes defined or available on-hand inventory appear in the list.

Buttons

Button	Description
Dimensions display	Open the Dimensions display form to select the dimensions you want to display in the Batch reservation form. You can select Save setup to display these dimensions every time that you open the form.
Batch attribute search	Open the Batch attribute search form to search for inventory batches that have certain attributes.
Batch history	Open the Batch history form to view a list of inventory batches that were previously shipped to customers for sales orders.
Inventory batch attributes	Open the Inventory batch attributes form to view a list of batch attributes for the selected inventory batch.
Reserve lot	Reserve the On order quantity or CW on order quantity against one or more available inventory batches based on the reservation criteria in the Inventory model group assigned to the item (FIFO, FEFO based on expiry date or best before date).
Reserve line	Reserve the On order quantity or CW on order quantity for the selected batch. If the On order quantity is larger than the Total available quantity, the whole Total available quantity is applied to the reservation. Otherwise, only that portion that is required to fill the order is reserved.

Fields

Field	Description
(Originating source) Reference	The originating reference source of the batch reservation request, such as a sales order.
(Originating source) Number	The identifier for the originating reference source.
Item number	The identification for the item.
Unit	The unit of measure for the item.
CW unit	The catch weight unit of measure for the item.
Physical reserved	The number of inventory units that are physically reserved for the current order.
CW physical reserved	The number of catch weight units that are physically reserved for the current order.
Ordered reserved	The number of ordered inventory units that are reserved for the current order
CW ordered reserved	The number of ordered catch weight units that are reserved for the current order.
On order	The number of inventory units on order for the current order.
CW on order	The number of catch weight units on order for the current order.
Site	The site associated with the warehouse. A site can have multiple warehouses assigned to it.
Warehouse	The warehouse in which the inventory batch is stored.
Batch number	The identification for the inventory batch.
Best before date	The date before which the inventory batch is best used. This date is calculated automatically based on the number of best before days deducted from the expiry date.
Expiration date	The date on which the inventory batch expires. This date is calculated automatically based on the manufacturing date and the shelf life days for the batch.
Physical inventory	The number of inventory units on hand in physical inventory for the selected batch.
CW physical inventory	The number of catch weight units on hand in physical inventory for the selected batch.
Physical reserved	The total quantity of the selected batch that is reserved on ordered receipts.
CW physical reserved	The total quantity in catch weight units of the selected batch that is reserved on ordered receipts.
Available physical	The number of available inventory units on hand in physical inventory for the selected batch.
CW available physical	The number of available catch weight units on hand in physical inventory for the selected batch.
Ordered	The number of inventory units ordered for the selected batch.
CW ordered	The number of catch weight units ordered for the selected batch.
Ordered reserved	The number of ordered items that are reserved for the selected batch.
CW ordered reserved	The number of ordered items in catch weight units that are reserved for the selected batch.
Available for reservation	The quantity that is available to be reserved.
CW total available	The catch weight physical quantity that is available, which includes ordered less ordered reservation.
Reservation	View or enter the quantity to be reserved from the total available for the selected batch. Note If you attempt to reserve inventory for an FEFO date-controlled item, and the requested ship date is after the item's best before or expiry date, you are prompted that the batch is either expired or is past its best before or expiry date.
CW reservation	View or enter the quantity in catch weight units to be reserved from the total available for the selected batch.
(Transaction) Reference	The type of reference from which the selected batch originated.
(Transaction) Number	The identifier for the reference from which the selected batch originated.
Packing slip	The identifier for the packing slip for the reference from which the selected batch originated.
Invoice	The identifier for the invoice for the reference from which the selected batch originated.
Receipt status	The receipt status of the inventory batch transaction for the reference from which the selected batch originated, for example, Purchased.
Status date	The date associated with the receipt status.
CW quantity	The quantity of units for the reference from which the selected batch originated.
Quantity	The quantity of units for the reference from which the selected batch originated.