The Main tab provides general information on an Inventory Reserve document.

The required fields on this tab are: Transaction Type and Entity.

Make sure that in the Transaction Type field, the Create Reserve option is seleсted. Image Removed

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The "Inventory Reserve (create)" form. The Main tab

<Auto> in the Number field indicates that a number for this document is assigned automatically when you save the document. The From field is populated automatically with the current business date.

You can select another date, if necessary.
The Customer Order field is populated automatically if the Inventory Reserve was created from a customer order. If you are creating this document manually, select the order for which reservation is required.

In the Entity field, select the legal entity of your company which is responsible for this reserve. The Entity field is available if the Multi-Company Accounting option is selected on the Administration > Settings > General Settings form. The default entity entity for all users can be selected on the General Settings form. Also, you can specify your personal default entity, for details refer to Personal Settings.

The Basis field is populated automatically, if this reserve was generated from the specific customer order. If the reserve includes items from multiple customer orders, you can move the Basis field Inventory Reserve was generated automatically. If you are creating the document manually, you can select as the basis documents of the following types: Customer Order or Requisition. Click the Fill by basis (Image Added) button to copy the data from the basis to this document.  The basis document will appear in either Customer Order or Requisition field correspondingly. If after you edited the document, you want to cancel the edits, click the Fill by Basis button – the details from the basis document will be copied to the Inventory Reserve.

The Customer Order field is populated automatically if the Inventory Reserve was created based on a Customer Order. If you are creating this document manually, select the order for which reservation is required. Click the Fill by order (Image Added) button to copy the data from the order to this document. If the reservation should include items from multiple Customer Orders, you can move the Customer Order field from the Main tab as the Customer Order column to the table on the Inventory tab. For this, use the Settings Settings button on the toolbar (for more information, see Document Toolbar). If the single basis order is selected, the data is copied to this document. If, after you edited the document, you want to cancel the edits, click the Fill in button

– the details from the basis document will be copied to this reservation documentThe Requisition field is available if the Enable Requisitions option is selected on the Administration > Settings > Purchasing and Warehouses form. The field is populated automatically if the Inventory Reserve was created based of a Requisition.  If the Inventory Reserve should include items from multiple Requisitions, consider moving the Requisition field from the Main tab as a column to the table on the Inventory tab. For this, use the Settings button on the toolbar.

In the Comment text box, you can enter any additional information about this document.

Other information

At the bottom of the form, you can view who created the document and the current status of the document, which can be one of the following:

• New (document was created, but not recorded)
• Not Posted (document was recorded, but not posted)
• Posted (document was posted)
• Marked for Deletion (document was marked to be deleted)

The toolbar buttons

After filling out the tab, click the Save button to save your work. After filling out all the tabs, click Post to save and post the document without closing it or Post and close to save, post, and close the document.

Use the Settings button to change the position in document of the Customer Order field and/or Requisition fields.

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The Document Settings dialog box

Once you are done with option selection, click OK to save the settings and close the dialog box or Cancel to close the dialog box without any changes to the settings.

For other button descriptions, see Document Toolbar.