Reserve an inventory batch for a sales order [AX 2012]

Updated: August 30, 2012

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

Use this procedure to reserve on-hand inventory batches for a sales order. This procedure is applicable for both catch weight items and for regular items.

  1. Click Sales and marketing > Common > Sales orders > All sales orders.

  2. Double-click the sales order for which inventory is being reserved. The Sales order form is displayed.

  3. On the Sales order lines FastTab, select the sales order line for the item.


    The item you select must be batch controlled. An item is batch controlled if the batch number dimension is active on the item's tracking dimension group.

    • Click Product information management > Setup > Dimension groups > Tracking dimension groups. Then select the Active check box for the Batch number line.

  4. Click Inventory and then select Batch reservation.

  5. In the Reservation field, enter the quantity to be reserved to the sales order. For a catch weight item, use the CW reservation field.

  6. To reserve a lot or a line to the sales order, click Reserve lot or Reserve line. The Reservation field is filled in for the current lot or the current on-hand inventory.

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