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Count / inventory adjustment of items that are fully reserved

  • 1.  Count / inventory adjustment of items that are fully reserved

    Posted 29 days ago
    We are running D365 F&O with WHS processes and auto-reservation enabled (reserves a the Site, Warehouse and Inventory Status dimension until released to warehouse) and are approaching a physical inventory.

    In testing some of these processes the generation of work and the actual counting works well, but we've run into scenarios where we attempt to count an item that is fully reserved, e.g.

    • ITEMA has 100 total physical in the warehouse, with all 100 physical reserved (to multiple orders)
    • User counts 90 and the work fails to complete due to the reservation

    Are there any parameters that allow the automatic removal of reservation on these counting and/or adjustment journals? I've done some looking around, but everything I've seen suggests that we would have to manually review and remove the reservation before re-posting.

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    Kirk Anger
    StarTech.com
    London ON
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Count / inventory adjustment of items that are fully reserved

    Posted 21 days ago
    Update: After some further testing, we found that the counting work only failed to complete when it was in a pending review state (we were testing with quantity tolerances).

    However, we were able to short-count a fully reserved item without any tolerances in place and it does automatically remove the reservations needed to post the journal. What we found especially interesting here, is that it seemed to remove the oldest reservations first, which is the opposite of what we'd expect but it does allow the count to proceed.

    It's interesting that the completion of the counting work and accepting the count when the work is in pending review behave differently, as in both cases we were simply trying to accept the same reduction in physical quantity at that location. I'd be interested in knowing more about why that is, if anyone has any insight?

    ------------------------------
    Kirk Anger
    StarTech.com
    London ON
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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