Use the Reservation Priority and Reservation Date fields, available on the Inventory Control Settings, Advanced Product Settings, and District and Regional Product Settings screens, to specify how goods are to be reserved to line items. The fields work together to offer methods by which you can have the system reserve inventory.
On the General tab of Inventory Control Settings, your global options are:
Prioritize by Delivery Date & reserve by Delivery Date within Auto Fill Days (fill period)
Prioritize by Order Date & reserve by Delivery Date within Auto Fill Days (fill period)
Prioritize by Order Date & reserve Immediately (prioritize orders by date of entry without considering auto-fill days)
On the Settings tab of Advanced Product Settings, your product level options are:
Prioritize by Inventory Control Setting & reserve by Inventory Control Setting (If you select Use Inventory Control Setting at Reservation Priority you must also select Use Inventory Control Setting at Reservation Date.)
Prioritize by Order Date & reserve by Delivery Date within Auto Fill Days (fill period)
Prioritize by Delivery Date & reserve by Delivery Date within Auto Fill Days (fill period)
Prioritize by Order Date & reserve Immediately
On the Regional Settings tab of District and Regional Product Settings, your regional product options are:
Prioritize by Product Setting & reserve by Product Setting (If you select Use Product Setting at Reservation Priority you must also select Use Product Setting at Reservation Date.)
Prioritize by Order Date & reserve by Delivery Date within Auto Fill Days (fill period)
Prioritize by Delivery Date & reserve by Delivery Date within Auto Fill Days (fill period)
Prioritize by Order Date & reserve Immediately
When selecting to prioritize by order date and reserve immediately, ATP can be active.
Reservation must be prioritized by order date and reserved immediately when ATP is active and Reserve ASAP Sales or Reserve CWC Sales is active.
You cannot select the combination of Delivery Date prioritization and a reservation date of Immediate.
Reservation cannot be prioritized by Order Date and reserved by Delivery Date within Auto Fill Days unless all ATP Calculation Settings are inactive in your Point of Sale Control Settings.
If reservation is set to Order Date (Reserve Immediately), the auto-fill days are ignored when:
Layaway/sales quotes are converted to sales orders
An order is placed on or removed from credit hold
A new line is added
Delivery/pickup dates are changed for the order or its lines
A line’s fill days are changed via Additional Line Item Details
A line is linked to a purchase order via Purchase Order Reservation
Creating and maintaining a linked transfer for a line
In logistical scheduling, reservations are maintained when reserving by Delivery Date (Reserve Within Fill Days) or Order Date (Reserve Within Fill Days). Reservations are unaffected by changes to the delivery schedule when reserving by Order Date (Reserve Immediately).