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Make sure that in the Transaction Type field, the Create Reserve option is seleсted.
The "Inventory Reserve (create)" form. The Main tab
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You can select another date, if necessary.
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 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 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 (
) 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 from a customer orderbased on a Customer Order. If you are creating this document manually, select the order for which reservation is required. Click the Fill by order () button to copy the data from the order to this document. If the reservation includes should include items from multiple customer orders 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).
In the Entity field, select the legal entity of your company which is responsible for this reserve. The Entity The Requisition field is available if the Multi-Company Accounting Enable Requisitions option is selected on the Administration > Settings > General Settings form. The default 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 Purchasing and Warehouses form. The field is populated automatically , if this reservation was generated from specific customer order. Otherwise, you can select another document as the basis for this reservationthe 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.
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Use the Settings button to change the position in document of the Customer Order field and/or Requisition fields.
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.