Reservation (form)
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
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 |
---|---|
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:
|
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).