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Topic: Reservations

  • CIO or Director of IT
  • Inventory Management
  • Manufacturing
  • NAV 2017

1.  Reservations

Posted 11 days ago
We are lot controlled and we have nothing but headaches with the reservations table. We had this problem in 2015 and we continue to have this problem in 2017.

We have inventory picks turned on and there are times that the system arbitrarily decides to create a reservation to a different order or worse it will allocate a portion of a lot to another order. We sell coils of wire and typically sell the entire coil so we really don't want the lot split by the system. In fact we created a split lot function for those times when we actually do split a coil.

The only way we have found to pick the order is to open the reservations table and delete the entries. Even the ones marked surplus sometimes have to be erased.

Is anyone else having issues?

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Gregory Alford
ERP Manager
Tri Star Metals LLC
Carol Stream IL
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2.  RE: Reservations

Posted 11 days ago
Hi Gregory,

We use Reservations for all our Special Orders and it works as designed. We added a few lines of code to make it smarter. Since you mentioned that "system arbitrarily decides to create a reservation", I would start by checking the item card. Open the Item in question, scroll down to Planning and check the Reserve field. Most likely you have it set as "Always". You might want to consider "Never" or "Optional".
Use your Test environment to create a few orders with the same item while checking the reservation entries (Item card > Entries > Reservation Entries).

Regards,

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Eduardo Diaz
IT Director
Minequip Corp.
Miami FL
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3.  RE: Reservations

Posted 11 days ago
Edited by Ian Ray 11 days ago
I would agree with checking items. Also, it may be useful to look at reserve in customer card, usually in shipping fasttab. If either item or customer has "reserve = always" and neither has "reserve = never," reserve will be set to always. Thus, since "reserve = optional" is default for items and customers, "result = always" in either card will always reserve.

I can understand feeling NAV has a mind of its own here. I had trouble with this when I first encountered it until I realized some of the items had been set to "never" for whatever reason.

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Ian Ray
Cypress Grove
Arcata CA
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4.  RE: Reservations

Posted 10 days ago
I just verified that all customers and all items have the reserve field set to optional.

I am curious as to what custom code was added to make reservations work better.

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Gregory Alford
ERP Manager
Tri Star Metals LLC
Carol Stream IL
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5.  RE: Reservations

Posted 7 days ago
Reservations can be a complex process, so rather than accepting that ALL items should be reserved, consider using it only when you need to. For most items that are readily available or easy to make, reservations are not really required. If you have a disciplined replenishment process, then stock should either be available, or not far off being available (subject to purchase and production lead times). Reservations is really useful when items are in short supply, difficult to get hold of, not used very often, specific for a small number of customers, and probably a few other situations.
So consider carefully which items should get reservations, and let the replenishment system deal with the rest as part of your replenishment functions. This avoids changing, removing and updating reservations during the pick process.

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Peter Lomman
NAV Project manager
Lienert Australia Pty Ltd
Roseworthy
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6.  RE: Reservations

Posted 7 days ago

You haven't met our sales team. LOL

You have great suggestions Peter that have already been proposed, but shot down. Our sales team runs this company and disabling reservations is not an option.

I would still be interested in finding out more about how others have customized reservations to make them work better.



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Gregory Alford
ERP Manager
Tri Star Metals LLC
Carol Stream IL
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7.  RE: Reservations

Posted 6 days ago
Edited by Tom Blaisdell 6 days ago

Hi Gregory,
My initial thought here is the Order Tracking Policy on the Item Card. Please make sure that is set to None - not Tracking or Tracking & Action Messaging.  The Order Tracking Policy is a simple feature that dates way back to early versions. However, when Planning and Lot Tracking are used, it can create a real headache with the automatic pegging of demand and supply. 

I hope this helps.

Thanks



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Tom Blaisdell
Sr. Support Escalation Engineer
Microsoft
Alpharetta GA
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8.  RE: Reservations

Posted 5 days ago
Hi Tom - thanks for the input. I have updated the Order Tracking Policy to 0 (None) on all the Items. I hope this solves the issue.

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Gregory Alford
ERP Manager
Tri Star Metals LLC
Carol Stream IL
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