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. | Panel |
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| Part of the Wholesale365 App “Order to Cash” |
Activate this function using the page [Wholesale 365 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 -, Service- and Transfer OrdersAutoReserve function is an automated version of the default BC Reservation functionality, with the following altered behaviour: Behavior with this function activated - Assembly Orders and Production OrdersAssembly 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: For Production Orders:
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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". |
LimitationsAutoReserve 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; Unless deviated from this parameter, see below at “Autoreserve orderlines with Reservation parameter Optional”
AutoReserve respects the "Auto Reserve Open Orders" setting as configured at the [Wholesale 365 Setup] page; 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";
Autoreserve respects the “Auto Reserve Sales / Service / Assembly / Production” Period” parameter, which can be entered at the Wholesale 365 Setup page as well.
Additional featuresAutoreserve order lines with Reserve parameter OptionalIt has been made setupable how to handle Order lines that have Reserve = “Optional” You can activate this option for Sales order lines, Service order lines, Assembly Order lines and/or Production Order Lines.  |
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Auto Reserve for Order Lines with Reserve parameter Optional |
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. | Note |
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Do not run this ad-hoc feature for all Orders, we recommend using the Job queue to Autoreserve all orders in your BC Environment (Codeunit 11295064 “BBS_AutoReserve”). This is due to performance |
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Item lines are automatically reserved where possible |
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Auto Reserve Sales / Service Period is set to 30D |
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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. |
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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" |
AutoReserve Priority based on Customer CategoriesThis functionality becomes active when Customer Categories is enabled (see https://briteblue.atlassian.net/wiki/spaces/WS/pages/1179650). Wholesale365 Setup - Order To Cash | Tip |
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This also makes it possible to implement the so-called “ABC customer segmentation” within Business Central. ABC customer segmentation is a commonly used method within CRM/Sales to segment customers. More information on this topic can be found here. |
If enabled, availability is reserved on demand and takes into account the AutoReserve Priority as specified for the relevant Customer Category of the Order Customer. The following applies: Priority 1 is assigned availability first, Priority 2 next, etc. First, reservation entries are created for order lines where possible, for customers with order lines AutoReserve Priority 1 This is then repeated for customers with AutoReserve Priority 2 etc.
AutoReserve on release Sales Order / Service OrderIf enabled, the AutoReserve functionality is executed for all order lines when releasing the Sales Order or Service Order. This can be useful to perform an additional check on the possible availability of stock when releasing an order If no date parameter is specified, an attempt is made to reserve indefinitely in the future when releasing an order. If a date parameter is specified, this date parameter is taken into account.  Image Added |
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AutoReserve on Release |
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