Reservations and the Requisition Worksheet

MP_NAVMP_NAV Member Posts: 42
NAV 4.0 hf1

Setup: All Items have Reordering Policy set to Order
All Items have Reserve set to Optional
All Customers have Reserve set to Always
All Items have Order Tracking Policy set to None

Only on some occasions when Carry Out Action from the Req. Wks is executed the Sales Order line is not reserving against the new Purchase Order Line. We have been unable to identify any variables in situations where the reservation is not created. These are commonly ordered Items for commonly sold to Customers. Not knowing the criteria that is triggering the lack of reservation creation, I am unable to intentionally re-create the situation, however it IS happening. In most instances it is not identified until the PO is received and a human reviews and realizes that we have demand for an item that is actually now in stock (since our reservation avail reports do not display these items - no reservations).

Has anyone else experienced anything similar? I am out of ideas and M$ once again was not very helpful. Their thought was that possibly other users were creating sales orders for the same items after Calculate Plan was used on the Req. Wks but before Carry Out Action was selected. In "THE REAL WORLD" ofcourse this is going to occur. The solution cannot be to not allow new orders while the Req. Wks. is in use.

Any thoughts or previous experience with this will be greatly apprecieated.
-MP

Comments

  • MP_NAVMP_NAV Member Posts: 42
    Does the Order Tracking Policy selection cause any functional changes with the way the reservations occur or is this simply for informational purposes? I am kinda grasping for possibilities here and the actual use of Order Tracking is slightly vague to me.
    -MP
  • MP_NAVMP_NAV Member Posts: 42
    Anyone? :-k
    -MP
  • darshanmdarshanm Member Posts: 280
    Hi!

    If you want to always rserve the Purchase line for a Sales Line OR
    vise versa do the following setting

    1. On Item Card
    Reserve=> Always
    Order Tracking Policy=> Tracking & Action Msg.
    Darshan Mungekar
    Senior Consultan
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