Reserve inventory automatically for a sales order

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

This topic applies to features in the Inventory management module. It does not apply to features in the Warehouse management module.

The procedure to reserve inventory automatically for a sales order applies in two situations.

• Automatic is selected in the Reservation field on the General tab on the Accounts receivable parameters form.

  –or–

• Automatic is selected in the Reservation field (Setup tab) on the order header of a specific order.

1. Click Sales and marketing > Common > Sales orders > All sales orders. From the All sales orders form, select an existing sales order or create a new sales order.

2. From the Sales order form, create a sales order line.

3. Enter quantity and other relevant data.

4. Click Inventory > Reservation to view and edit the reservations on the item.

   Note

   Inventory is reserved according to the setup of the Date-controlled reservation in the Item model groups form, and, eventually, in the warehouse of the customer account. By repeating step 4, you can change inventory reservations on items that are not delivered. You cannot reserve more than the quantity entered on the sales order line. If you increase or decrease the quantity on the sales order line, the reserved quantity is changed accordingly.