1) Please refer to the manual Overview of Inventory Reservations and the scheme below to understand the process of the Reservation:
The Reservation Service manages inventory by ensuring stock is properly allocated to customer orders. It prevents stock shortages and ensures that goods are available when needed.
How Does Reservation Work?
A Customer Order is Created
- When a customer places an order, the system checks if the items are available in stock.
- Depending on stock availability, the system follows different paths.
Stock Availability Check
- If items are in stock → The system allows you to create a reservation directly using the 'Reserve Inventory' option in the Customer order document.
If items are not in stock→ A Purchase Order (PO) is created based on the Customer Order. Stock is reserved only when the vendor supplies the goods. If financial and warehouse documents are managed separately, reservation happens when the Goods Receipt Note (GRN) is created instead of the invoice.
3. Reservation Cancellation (Stock is Released)
- When the order is processed (invoice or dispatch), the reservation is removed.
- Reservation can be canceled by:
- Inventory Reserves (cancel reserve transaction)-
- Invoice
- Goods Dispatch Note
2) The DATE and/or TIME of the Basis document in the chain of document should precede the dependent document.
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