1) Please refer to the manual Overview of Inventory Reservations and the scheme below to understand the process of the Reservation:
2) The DATE and/or TIME of the Basis document in the chain of document should precede the dependent document.
3) Reserve Creation Document should also be preceding Reserve Cancellation document.
Reservations can be created by following documents:
- Inventory Reserves (create reserve type of transaction)
- Invoice Received
- Goods Receipt Note
Reservations can be removed/cancelled by following documents:
- Inventory Reserves (cancel reserve type of transaction)
- Invoice
- Goods Dispatch Note
If Reserve creation document date will be after Reserve Cancellation document
- Cancellation will not be performed,
- Financial document can create the 2nd reserve.
For example, if you create Goods Receipt Note and Invoice Received with current date and create Invoice and Goods
Dispatch Note backdated, in this case your reserves will be still showing in the reports, and you can see double reserve on the same Customer Order or you can face with "Insufficient stock" error while posting Invoice or Goods Dispacth Note.
4) The best way to check the current stock of the item and its reserves is to check Availability Analysis report in the Item Card (Open Item Card and go to the link Availability Analysis. Here if you double-click on the Reserved Items figure it will show you the Customer Orders for which you've made the reservation:
5) For further investigation, you can refer to the Inventory Reserves Report in Warehouse Module
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) If you see here the reserves that should be already removed, then check if:
- The correct Customer Order is specified in dependent documents
- The reserve creation documents precede (date and/or time) the reserve cancellation document.
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