Another customisation that is required for me is to only create a warehouse shipment or inventory pick for the quantity reserved. Why would you want your logistics people trying to pick an item that you shouldn’t be supplying? The point being that you don’t have enough for everyone (if you do they will all have reservations) and you don’t want first come first served as it might mean orders with more lines that went on first, lose out simply because by the time the other lines are picked a one line order has grabbed the stock.
This approach also puts sales (for customer service) in control of what goes or what doesn’t and which customer gets the inventory. In the event of shortage they can always remove or reduce a reservation and then re-reserve the stock on an alternative sales line. This means sales, who are the people talking to your customers, can make promises with confidence that what they say will actually happen – without the need to write on paperwork or right the warehouse management.
This post is part of a 6-part series. A link to rest of the posts in this series are below (updated as published);
- Part 1: Do we need Reservations at all?
- Part 2: How do you need to reserve using Dynamics NAV reservations?
- Part 3: Only Reserve against Inventory in Dynamics NAV?
- Part 4: Reserve against all inventory in Dynamics NAV?
- Part 5: Only pick quantities that are reserved?
- Part 6: Do Reservations work properly these days?