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Stock reservations are mainly used to ensure the stock availability when delivering a Sales Order. Coming with this feature it is also possible to lock stock not related to any Sales Order to avoid its consumption.

A reservation identifies certain stock in the warehouse that is reserved and cannot be consumed by anyone except the owner of the reservation. Currently there are 2 possible owners, a Saler Order line or the System. A reservation for a Sales Order line identifies stock that can only be consumed in shipments related to the Sales Order. A System reservation is a special reservation type that cannot be consumed by anyone. System reservations are used for Hold reservations when some stock needs to be blocked in the warehouse.

Bulbgraph.png   Reservations are disabled by default. To be able to use them please insert a new Preference using property Enable Stock Reservations with value Y.

The functionality developed comes with two types of reservations:

A reservation is always defined by the product that is desired to be reserved but other dimensions can be defined such as the warehouse, storage bin and attribute (i.e Colour, lots, serial number).

Another interesting thing is the possibility of allocating or not the reservation:

This new functionality tries to cover several flows:

  1. Sales
  2. Procurement
  3. Purchasing plan (MRP)

Sales Flow

A sales order can be reserved when the document is booked and pending to be delivered. The way to make the reservation is:

Manual: No reservation is generated automatically. So when the order is booked the reservations needs to be done manually selecting the storage bin, attribute, etc Automatic: The reservation is automatically created and processed, reserving the available stock

For more information visit: Sales Order

Procurement flow

Pre-reservations can also be made from the Purchase Order. Being in the purchase order line there is the possibility of selecting any sales order line pending to be delivered that is waiting to receive the goods in the warehouse. Once the items are received the pre-reservation is converted to reservation and the goods are reserved for that sales order line

For more information visit: Purchase Order

Purchasing Plan (MRP)

When launching the purchasing plan there is now the possibility of making reservations for Sales Order and pre-reservations, that is, create purchase orders linked to sales orders

For more information visit: Purchasing plan

Reservation consumption

When a Good Shipment of a reserved Sales Order is automatically created it will consume reserved stock. The process will propose first the possible allocated stock and later any available stock based on the standard rules to retrieve stock, including reserved stock but NOT allocated (even from other reservations). If the related Sales Order do not have any reservation only not reserved stock is proposed.

When the Goods Shipment is processed the reservation is updated to reflect the stock that has been finally been delivered and update the released quantity. In this step there are several cases:

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