The dimensions Site, Warehouse, Inventory status, Location, and License plate are all required. The Batch Number and Serial number dimensions are optional and only need to be included if they are used in the associated tracking Dimension group for an item. Also, keep in mind that the elements in a Reservation Hierarchy determine which dimensions must be recognized when the actual reservation occurs. Lastly, the dimensions in the hierarchy listed below the location are determined in the warehouse during picking.
You do not need to provide the location and the dimensions that are listed below the location when you enter an order. However, if you want to make a dimension required at order entry, this dimension must be moved above the location in the hierarchy. Example: you have a product that customers usually order from the same batch number and the Batch number should be determined when the order is entered. In this case, the Batch number dimension must be listed above the location in the reservation hierarchy.
Next, assign the Reservation hierarchy to a product. On the released products form is where you’ll setup the Reservation Hierarchies for each item.
If you want to change the reservation hierarchy for items that already have transactions against them, this Change item hierarchy batch job must be used.
For more tips on Inventory Reservations and allocations check out our whitepaper, “How to Configure Inventory Reservations and Allocations in Microsoft Dynamics AX“.
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