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If items are not in stock→ A A Purchase Order (PO) is created based on the Customer Order. Stock is reserved only when the vendor supplies the goods. If
If financial and warehouse documents are managed separately, reservation happens when the Goods Receipt Note (GRN) is created instead of the invoice.
Please note, in case of partial shipment, the system will automatically reserve stock if the Goods Dispatch Note (GDN) is created based on the Customer Order.
2) The 3. The date and/or time of the Basis document in a document chain must always be earlier than that of the dependent document.
3) A 4. A Reserve Creation Document must be recorded before the corresponding Reserve Cancellation Document to ensure proper processing.
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- Inventory Reserves (reserve creation transaction)
- Invoice Received
- Goods Receipt Note
- Invoice
Documents that Cancel Reserves:
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If a Reserve Creation Document is dated after the Reserve Cancellation Document, the cancellation process will not be executed. Additionally, a financial document may generate a duplicate reserve.
Please note, Goods Dispatch Note cancel Reserves only in case of full shipment (Customer Order and Goods Dispatch Note have the same quantity of ordered items).
Example Issue:
If you create a Goods Receipt Note and Invoice Received using the current date but backdate the Invoice and Goods Dispatch Note, reserves may still appear in reports. This could lead to duplicate reserves on the same Customer Order or trigger an "Insufficient stock" error when posting the Invoice or Goods Dispatch Note.
4) The 5. The most effective way to verify the current stock of an item and its reserves is by using the Availability Analysis report within the Item Card.
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- Open the Item Card
- Click on the Availability Analysis link
- Double-click on the Reserved Items figure to view the Customer Orders associated with the reservation.
5) For 6. For a more detailed investigation, you can review the Inventory Reserves Report in the Warehouse Module.
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Here, if you double-click on the qty figure and select Recorder, the list of documents that have created the reserves will be shown:
6) 7. If you notice reserves that should have already been removed in the Inventory Reserves Report, verify the following:
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