Introduction to MS Dynamics NAV  (Reservations-basics)
Ing.J.Skorkovský,CSc.
MASARYK UNIVERSITY BRNO, Czech Republic
Faculty of economics and business administration
Department of corporate economy

Reservation-benefits
•Required items are not used for different operations (unexpected sales or consumption in
production) •Due date performance is higher because either production managers of salesperson have
in the right time exactly what they need.

Reservations
•Sales Order.
•
•Reservation entries from stock (in this case not from Purchase order)
Reserved by use of Function icon in line and Reservation

Item card - book



Item card-Planning tab
Nikdy
Zboží nelze rezervovat.
Volitelně
Program zboží nerezervuje automaticky. Toto zboží je nutné rezervovat ručně.
Vždy
Program vždy rezervuje dané zboží.

Purchase Order 1 and 2
•Purchase Order header 1 (was delivered 31.1.2017) nebo 2.2.
•Purchase Order header 2 (will be delivered 5.2.2017)  7.2.2017 – change date in PO document
   31.1.17
Inventory
          5.2. 17
PO Planned Receipt
    10.2. SO=Sales Order
Date of Delivery
time
          6.2. 17
PO Expected Receipt

Reservations (SO-PO)
•Sales Order header (Shipment planned to 10.2.2017)
10 (stock) + 20(PO) =30 and 30-13 (SO)=17
See next slide

Reservations (SO-PO)



Reservations (SO-PO)
After reservation
Before reservation
After reservation

SO and reservation entries
•Sales Order header (Shipment planned to 10.12.2014)
Drill down to reservation entry (F4)

Cancel of the reservation



Reservation-Requisition worksheet
See next slide
13

Reservation-Requisition worksheet
Inventory=10, Sales Order total = 13, Purchase Order =20, Requirement =13
Suggested quantity -> 3 , 10 (inventory) + 3(nákup), původní nákup z 20 byl změněný na 3

Calculations
•Requisition worksheet  suggested to rewrite current Purchase Order from Current Qty=20 and
Reservation Quantity=13 to the new PO where Qty=3 only as well as reserved quantity=3
•
New PO line

Reservation entries from PO lines
Order tracking (sledování zakázky) -> from PO to SO


Reservation entries from SO



End of section
     (Reservations-basics)