How to: Reserve Item-Tracked Items
From outbound documents for item-tracked items, such as sales orders or production component lists, you can reserve specific serial or lot numbers. This may be relevant, for example, if you need production components from a specific lot to ensure consistency with earlier production batches, or because a customer has requested a specific serial number.
This is referred to as a specific reservation, because you reserve from the quantity of Item X that belongs to Lot X. If you simply reserve from quantities of Item X, then it is a normal, non-specific, reservation. For more information, see How to: Reserve Items for Sales Lines.
The following procedure is based on a sales order.
To reserve a specific serial or lot number
In the Search box, enter Sales Orders, and then select the related link.
Create a sales order line for an item-tracked item.
Proceed to assign serial and lot numbers to the sales order line.
On the Lines FastTab, choose Line, and then choose Item Tracking Lines.
In the Serial No. field, enter SN1, in the Lot No. field, enter LOT1, and then enter 1 in the Quantity (Base) field.
Close the Item Tracking List window.
On the sales order, on the Lines FastTab, choose Functions, and then choose Reserve.
Choose the Yes button to reserve specific serial or lot numbers.
In the Item Tracking List window, select the serial and lot number combination that you have just assigned.
Choose the OK button to open the Reservation window showing only supply with the specified item tracking number. If there are any non-specific reservations on any of the item tracking numbers that you have specified for this line, you are informed of the quantity that has already been reserved.
On the Actions tab, in the Functions group, choose either Auto Reserve or Reserve from Current Line to create the reservation on the specific item tracking numbers.
See Also
Tasks
How to: Reserve Items for Production Components
How to: Reserve Items for Production Order Lines
Other Resources
Reserving Items for Sales
Canceling Reservations
Changing Reservations