Important
You can also establish settings that override the Reserve by Date Type
field in Inventory Control Settings by using the Reserve by field in Advanced Product
Settings and/or District
and Regional Product Settings.STORIS reserves products to orders using any or all of the following processes or routines:
End-of-Day process (Generate Daily Reports).
On-Line Receipts - use the Online Receipts Reservations field in the Inventory Control Settings. STORIS' online fill logic includes stock received by stock transfers in the Complete the Manifest Process routine.
Receipts of purchase orders linked directly to a sales order line item.
Enter a Sales Order (using Just-In-Time Inventory processing).
All processes that reserve stock follow the same rules. When determining reservation priority, each process references the Reserve by Date Type field in the Inventory Control Settings as well as the auto-fill days. The auto-fill days maximum is 999. The system does not reserve any merchandise whose delivery date is more than 999 days in the future.
Important
You can also establish settings that override the Reserve by Date Type
field in Inventory Control Settings by using the Reserve by field in Advanced Product
Settings and/or District
and Regional Product Settings.
Special-order items reserve to sales orders only upon receipt of a purchase order linked directly to a sales order line item or if you reserve them manually via sales order entry.
To automatically reserve special-order items via sales order entry, a check must appear at the Assignment Required field in the Special Order Control Settings. See that documentation for details.
Inventory that you adjust in via Enter
a Stock Adjustment reserves to open sales orders during the first
End-of-Day (Generate
Daily Reports) process you run following the adjustment.
Dropped or discontinued products must be reserved manually in Sales
Order Entry, regardless of delivery status and/or auto-fill days.
Reservation rules also apply to Service orders.