Howdy, Stranger!
Categories
- All Categories
- 73 General
- 73 Announcements
- 66.6K Microsoft Dynamics NAV
- 18.6K NAV Three Tier
- 38.4K NAV/Navision Classic Client
- 3.6K Navision Attain
- 2.4K Navision Financials
- 115 Navision DOS
- 854 Navision e-Commerce
- 1K NAV Tips & Tricks
- 772 NAV Dutch speaking only
- 615 NAV Courses, Exams & Certification
- 2K Microsoft Dynamics-Other
- 1.5K Dynamics AX
- 295 Dynamics CRM
- 109 Dynamics GP
- 10 Dynamics SL
- 1.5K Other
- 993 SQL General
- 384 SQL Performance
- 34 SQL Tips & Tricks
- 34 Design Patterns (General & Best Practices)
- Architectural Patterns
- 10 Design Patterns
- 5 Implementation Patterns
- 53 3rd Party Products, Services & Events
- 1.7K General
- 1.1K General Chat
- 1.6K Website
- 79 Testing
- 1.2K Download section
- 23 How Tos section
- 259 Feedback
- 12 NAV TechDays 2013 Sessions
- 13 NAV TechDays 2012 Sessions
Allocate Stock To A Sales Order
Jonathan2708
Member Posts: 552
Hi,
Once a sales order has been raised, I want to have the option to allocate and lock the stock on hand to that order so that no other operation can be performed on it without first unallocating from the order. This seems a simple thing to do and I assumed that this was what the 'Reservation' feature is for. However I'm very surprised to find that even if a sales order has 'reserved' stock from item ledger entries, this doesn't stop another sales order from shipping items, whether they reserved them or not!
Also, there seems to be nowhere that reports 'Free To Sell' stock - i.e. inventory less stock allocated/reserved for orders.
All I want to do is :
1. Place a sales order
2. At some point in time, reserve the stock preventing it moving
3. Ship the stock
Am I missing something/is there another feature I should be using? This is fundamental procedure for distribution.
Any help appreciated,
Jonathan
Once a sales order has been raised, I want to have the option to allocate and lock the stock on hand to that order so that no other operation can be performed on it without first unallocating from the order. This seems a simple thing to do and I assumed that this was what the 'Reservation' feature is for. However I'm very surprised to find that even if a sales order has 'reserved' stock from item ledger entries, this doesn't stop another sales order from shipping items, whether they reserved them or not!
Also, there seems to be nowhere that reports 'Free To Sell' stock - i.e. inventory less stock allocated/reserved for orders.
All I want to do is :
1. Place a sales order
2. At some point in time, reserve the stock preventing it moving
3. Ship the stock
Am I missing something/is there another feature I should be using? This is fundamental procedure for distribution.
Any help appreciated,
Jonathan
0
Comments
We've implemented NAV is a couple on distribution sites and have found that we had to do modifications for this. Sure NAV has reservations but we found that un-allocating stock was too cumbersome and not quick enough for a distribution environment. The basis of what we did is based on the available stock in the info. panel on sales orders. Orders were put on backorder is none available or the user could see what was allocated and amend (depending on the site). These figures were based on the order line and not reservation entries. It's not as easy as it sounds on paper.
Hope this helps.
Dynamics Nav Add-ons
http://www.simplydynamics.ie/Addons.html
Questions to ask:
1. At which point in the Sales process is the Qty to be reserved? After Sales Order Released?
2. Warehouse involved?
3. Lot involved?
4. Possibility of Qty entered but not reserved?
5...
6...
Something I like to share is: one site I had a problem with users suspecting a system failure on why an Item became available now when it wasn't earlier. Turns out someone canceled an Order & now they are rethinking their process...
ERP Consultant (not just Navision) & Navision challenger