Page Comparison

Default Business Central requires you to create Reservations manually. Reservations help to link Demand (Sales / Service) and Supply (Stock and Purchase).  With Reservations you allocate "Free supply" to a certain Demand. This helps the organization to keep track of the part of the supply that's allocated and the part that's free available. 

How to Activate and configure

• Activate this function using the page [Wholesale 365 Setup]:

  • More information can be found in this arcticle: Wholesale365 Setup

• Schedule a recurring Job Queue 11295064 “BBS_AutoReserve” to schedule the creation of reservations where possible. The Job queue respects the “Auto Reserve Sales Period” / “Auto Reserve Service Period” parameter as well (see Limitations)

Behavior with this function activated - Sales Orders and Service Orders

AutoReserve function is an automated version of the default BC Reservation functionality, with the following altered behaviour:

• For regular Sales Orders and Service Orders: 

  • Executes the AutoReserve action from page Reservation (498, Worksheet) for all…

    • Sales Order Lines where "Requested Delivery date" is within the current Working Date and the “Auto Reserve Sales Period” parameter

    • Service Order Lines

• For Sales Orders - Special Orders: 

  • AutoReserve via Purchase Order for all applicable lines: (Because: Special order Lines can't be reserved via the Sales order Line)

    • Lookup Purchase order via Purchase Line (39) (fields Special Order Sales No. - 5714 and Special Order Sales Line No. - 5715)

    • And execute the Purchase Order Line function "Functions" --> "Reserve", to create the reservation

Behavior with this function activated - Assembly Orders and Production Orders

Assembly order Lines and Production Order Lines are not automatically reserved by BC, which means that you must reserve them manually. This is undesirable and creates unnecessary work.
Wholesale365 adds functionality that creates reservations for Assembly order Lines and Production Order Lines automatically, so that there is better insight into deliverability on the one hand (on the Sales Order from which the Assembly order or Production Order results) and, on the other hand, provides insight into the "manufacturability" of the Assembly Order or Production Order by automatically creating reservations for stock, purchases or transfers.

AutoReserve function is an automated version of the default BC Reservation functionality, with the following altered behaviour:

• For Assembly Orders:

  • Executes the AutoReserve action from page Reservation (498, Worksheet) for all…

    • Assembly Order Lines where the corresponding source document (Sales Order) has got a "Requested Delivery date" that is within the current Working Date and the “Auto Reserve Assembly Orders" Period Parameter

• For Production Orders:

  • Executes the AutoReserve action from page Reservation (498, Worksheet) for all…

    • Production Order Lines where the corresponding source document (Sales Order) has got a "Requested Delivery date" that is within the current Working Date and the “Auto Reserve Production Orders" Period Parameter

Limitations

1. AutoReserve respects the "Reserve" setting at line level: meaning that the Value (Never/Optional/Always) is taken into account when trying to AutoReserve Saleslines and/or Servicelines;

2. AutoReserve respects the "Auto Reserve Open Orders" setting as configured at the [Wholesale 365 Setup] page;

   1. Please notice that Status “Open” does not exists for Production Orders. For Production Orders, the Production Orders that have got status (Planned, Firm Planned) are considered to be "Open";

3. Autoreserve respects the “Auto Reserve Sales / Service / Assembly / Production” Period” parameter, which can be entered at the Wholesale 365 Setup page as well.

Additional features

Autoreserve ad-hoc   

It is possible to call the AutoReserve logic ad-hoc for specifically one or a few Sales Orders or Service Orders.
For example, when goods receipts have just been posted and you want to manually allocate the freely available goods to a specific Sales Order or Service Order. This Ad-hoc AutoReserve functionality can be found in the Action menu on the pages. 

• Sales Order List (9305, List)

• Sales Lines (516, List)

• Service Order List

Item lines are automatically reserved where possible

Auto Reserve Sales / Service Period is set to 30D

Although there is sufficient stick, the first Sales Order Line is reserved because Requested Delivery Date is within 30D. The second Sales Order Line is not, as the Requested Delivery date is not within 30D.

It is possible to call the AutoReserve logic ad-hoc for specifically one or a few Sales Orders or Service Orders. This Ad-hoc AutoReserve functionality can be found in the Action menu on the pages"Sales Order List (9305, List) , Sales Lines (516, List) and "Service Order List"