Same batch reservation conflict (form)

  • Article

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 process a same batch reservation conflict for a sales order line. The form displays from the Sales order form when the ordered quantity exceeds the quantity in any single inventory batch that is available for automatic or manual reservation. You can use the details in this form to help you make informed decisions about how to continue with the batch reservation. For more information, see the Tip under the Fields grid.

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

Buttons

Button

Description

Override

Override the conflict. This action clears the Same batch selection check box in the originating sales order line. It also displays the Reservation form for you to select one or more batches that can fill the whole order.

Lower quantity

Reduce the order quantity for the sales order line to the quantity that is available in a single inventory batch. Do this based on the information in the sales order request. You can also manually change this field to a lower quantity. If you decide to lower the quantity, the sales order line is updated with the new quantity.

Create new batch

Create a new inventory batch for the quantity ordered. You can use this option if the other processing options do not satisfy the requirement for this particular order line. For example, the customer reconfirms that all of the quantity must come from a single batch of inventory. Therefore, you cannot lower the quantity or split it across more than one inventory batch.

When you click Create new batch, Process manufacturing production and logistics first verifies whether Consolidate requirement is active for the Item model group associated with this item. If Consolidate requirement is:

  • Selected and an inventory batch number already exists on another line on the sales order, the sales order line is reserved against that batch. It is reserved as long as the batch order is not covered by a planned or firmed order, or on-hand stock. If an inventory batch number does not exist on other lines, a new batch number is created for the line.

  • Not selected, then any new sales order requirements that cannot be filled from a single inventory batch get a new batch number created for each requirement.

Note

If adding to an existing inventory batch exceeds the maximum order quantity for the item, a new batch number is created and assigned to the requirement. If the new batch for the single sales order requirement, with or without consolidation, exceeds the maximum order quantity that is allowed for the item, you receive an error message. For example, if the largest order quantity allowed for an item is 500, a sales order for 10,000 generates an error message because you cannot produce or obtain that quantity in a single batch.

Cancel

Cancel the original request and return to the Sales order form to select another batch of inventory.

Fields

Tip

The field details are organized in field groups to help you determine the appropriate action to take to reserve the same batch of inventory for a sales order. The information retrieved is based on the inventory dimensions that you specify in the sales order line.

For example, if you specify the site, warehouse, and batch number, the available inventory that meets those specific dimensions is displayed. If you specify only site, the available inventory is across all warehouses and batches within that site.

The system also considers other inventory factors, such as batch attribute requirements, disposition code restrictions, batch expiration date, FEFO date-controlled reservation setting, and shelf life.

The types of information that display for the different field groups are described here:

  • Requested quantity ─ Information from the sales order line based on the customer's request.

  • Batch quantity ─ Information about the individual batch with the maximum available physical quantity based on the quantity requested and the inventory dimensions specified.

  • Max quantity ─ Information about the combined available quantity across all batches that meet the inventory dimension criteria that is specified in the sales order line.

  • Attempt to reserve ─ The quantity or quantity of catch weight that the system tried to reserve for the sales order line.

  • Quantity to reserve ─ The quantity or quantity of catch weight that is to be reserved if the sales order request is processed without changes.

  • Transaction quantity ─ The quantity or quantity of catch weight that is to be posted if the sales order request is processed without changes.

  • Adjust quantity ordered to ─ Adjust the ordered quantity to a lower quantity that can be filled from a single batch or from multiple batches based on the quantity. To adjust the quantity and reserve the adjusted quantity, click the Lower quantity button. You can also enter a quantity manually and then click this button.

Field

Description

Item number

The identification of the item.

Product name

The product name for the item.

Unit

The unit of measure for the item.

CW unit

The unit of measure of the catch weight for a catch weight item.

Configuration

The item configuration for an item with specific attributes.

Size

The size of the formula item.

Color

The color of the formula item.

Site

The site for the warehouse where the formula item is maintained. A site can be associated to more than one warehouse.

Warehouse

The warehouse in which the item is located.

Batch number

The identification of the batch to which the item is assigned.

Location

The location inside the warehouse where the formula item is stored.

Pallet ID

The identification of the pallet to which the formula item is assigned.

Serial number

The serial number dimension that is assigned to the item.

Available for reservation

The quantity of inventory available for reservation. The quantity is based on the requested quantity and the availability of same batch inventory for the inventory dimensions that are specified in the sales order line. For details, see the Tip earlier in this section.

CW available for reservation

The quantity of catch weight inventory available to be reserved. The quantity is based on the requested quantity and the availability of same batch inventory for the inventory dimensions that are specified in the sales order line. For details, see the Tip earlier in this section.

Quantity ─ Attempt to reserve

The quantity that Process manufacturing production and logistics tried to reserve based on the availability of same batch inventory. For details, see the Tip earlier in this section.

Quantity ─ Quantity to reserve

The quantity that was to be reserved based on the availability of same batch inventory. For details, see the Tip earlier in this section.

Quantity ─ Transaction quantity

The quantity that was actually reserved for the transaction. For details, see the Tip earlier in this section.

CW quantity ─ Attempt to reserve

The catch weight quantity that Process manufacturing production and logistics tried to reserve based on the availability of same batch inventory. For details, see the Tip earlier in this section.

CW quantity ─ Quantity to reserve

The catch weight quantity that was to be reserved based on the availability of same batch inventory. For details, see the Tip earlier in this section.

CW quantity ─ Transaction quantity

The catch weight quantity that was actually reserved for the transaction. For details, see the Tip earlier in this section.

Quantity - Adjust quantity ordered to

The adjusted quantity that is available for reservation from a single batch based on the sales order line request. You can decide to accept the lower quantity by using the Lower quantity button. For details, see the Tip earlier in this section.

CW quantity - Adjust quantity ordered to

The adjusted catch weight quantity that is available for reservation from a single batch based on the sales order line request. You can decide to accept the lower quantity by using the Lower quantity button. For details, see the Tip earlier in this section.

See also

Sales orders (form)

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