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How to: Reserve Items for Sales Lines

You can reserve items for sales orders. You must have already set up a sales order.

To reserve items for sales

  1. In the Search box, enter Sales Orders, and then choose the related link.

  2. On a sales order, on the Lines FastTab, choose ActionsAction Menu icon, choose Functions, and then choose Reserve. The Reservation window opens.

  3. Select the line that you want to reserve the items from.

  4. On the Actions tab, in the Functions group, select one of the following functions.

    Function Description

    Auto Reserve

    To automatically reserve items in the Reservation window.

    Reserve from Current Line

    To reserve the items from the document on the line you have selected.

    Cancel Reservation from Current Line

    To cancel reservation of the items from the document on the line you have selected.

Note

If item tracking lines exist for the sales order, the reservation system will take you through special steps. For more information, see How to: Reserve Item-Tracked Items.

See Also

Tasks

How to: Change Reservations
How to: Cancel Reservations

Other Resources

Reserving Item-Tracked Items