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How do you clear Inventory Reservations

  • 1.  How do you clear Inventory Reservations

    Posted 16 days ago
    Is there a way to determine where a Physical Reservation is and is there a way to clear it?

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    Shawna Knutson
    Supply Chain Manager
    Nortek Air Solutions
    Tualatin OR
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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: How do you clear Inventory Reservations

    SILVER CONTRIBUTOR
    Posted 15 days ago
    Hi Shawna,

    You can see the physical reservations by going to the item record -> Manage Stock -> Transactions.  From here you can see the "reserved physical" lines and the related SO transactions. To remove the reservation you have to go to the related SO then on the SO line go to Stock ->> Reservation and set it to zero.




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    Mark Bailey
    Application Consultant
    Annata
    Portsmouth
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: How do you clear Inventory Reservations

    D365UG/AXUG ALL STAR
    Posted 15 days ago
    Mark is correct. The best way to find reservations without searching line by line through sales orders, production orders, transfer orders, which could take a lifetime (feels like it) is to use the inventory transactions. Here you can easily find out where the items are reserved. Very few people take the time to learn to walk the transactin table, but it is the secret key to troubleshooting Dynamics. There are some good articles out there that cover the inventory transactions, I suggest you look for a few of them, understanding this will help you tremendously. Way back in 2004 2005 when I started the advice I was given wqas to learn to read and understand tranwsactions, I took that advice and it has served me well over these years.

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    Paul Martin
    Production Program Manager
    Elite Comfort Solutions, LLC
    Rutherfordton NC
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: How do you clear Inventory Reservations

    TOP CONTRIBUTOR
    Posted 15 days ago
    If you're using D365, there's a hidden menu item that's very useful for this, &mi=InventTransOnOrder.  It has the reservation button in the top left.

    Make your URL look something like this: https://yourcompanystuffhere.cloudax.dynamics.com/?cmp=USMF&mi=InventTransOnOrder


    The same menu item exists in AX 2012 R3, but there's no way to open it wide open, it only opens from an SO line -> Inventory -> On Hand Inventory -> Items On Order which filters the form by the item on the SO line.

    It's a very simple mod for a dev to give you something to click on that opens Items on Order unfiltered.



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    Colby Gallagher
    Managed Application Services Supervisor
    RSM
    OH
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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