--- id: video/198d9piIoE0 type: video title: "What's New: Reservation Worksheet and Fulfillment Suggestions (2023 release wave 2)" summary: "Reservation Worksheet and the Reserved from Stock indicator in Business Central (2023 release wave 2): how to see reservation status on demand documents, allocate stock with allocation policies, and push fully reserved documents to warehouse shipments, inventory picks and consumption journals." tier: official language: en tags: - reservation worksheet - reserved from stock - fulfillment suggestions - allocation policies - batch settings - demand planning - warehouse shipments - inventory picks - consumption journal system: inventory review: state: reviewed by: opus at: "2026-10-07T23:16:05.433Z" flags: [] generated: at: "2026-10-07T23:16:05.476Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: 42157ebbf712356dbf8373cd232a8d71ab1873aa79cae90b331a6891983c9328 evidence: - kind: video url: https://www.youtube.com/watch?v=198d9piIoE0&t=50s title: "What's New: Reservation Worksheet and Fulfillment Suggestions (2023 release wave 2)" date: "2023-10-25T06:22:20.000Z" commit: null t: 50 quote: how you as a user can find the answer what is the status of existing demand document where demand document can be - kind: video url: https://www.youtube.com/watch?v=198d9piIoE0&t=201s title: "What's New: Reservation Worksheet and Fulfillment Suggestions (2023 release wave 2)" date: "2023-10-25T06:22:20.000Z" commit: null t: 201 quote: if you have things already reserved then we added a new field which shows reserved from stock in a very simple way it has - kind: video url: https://www.youtube.com/watch?v=198d9piIoE0&t=302s title: "What's New: Reservation Worksheet and Fulfillment Suggestions (2023 release wave 2)" date: "2023-10-25T06:22:20.000Z" commit: null t: 302 quote: with a new page which is called reservation worksheet you can do it in dramatically less number of clicks - kind: video url: https://www.youtube.com/watch?v=198d9piIoE0&t=358s title: "What's New: Reservation Worksheet and Fulfillment Suggestions (2023 release wave 2)" date: "2023-10-25T06:22:20.000Z" commit: null t: 358 quote: we have probably couple of actions to automate this process let's me press allocate button and what happened magic - kind: video url: https://www.youtube.com/watch?v=198d9piIoE0&t=419s title: "What's New: Reservation Worksheet and Fulfillment Suggestions (2023 release wave 2)" date: "2023-10-25T06:22:20.000Z" commit: null t: 419 quote: basically it's not only option like this is a basic one which is run by default and it executes the safest allocation you can - kind: video url: https://www.youtube.com/watch?v=198d9piIoE0&t=688s title: "What's New: Reservation Worksheet and Fulfillment Suggestions (2023 release wave 2)" date: "2023-10-25T06:22:20.000Z" commit: null t: 688 quote: we added a special report which has two purposes purpose number one it can use filters for example let's pick full option for Reserve - kind: video url: https://www.youtube.com/watch?v=198d9piIoE0&t=843s title: "What's New: Reservation Worksheet and Fulfillment Suggestions (2023 release wave 2)" date: "2023-10-25T06:22:20.000Z" commit: null t: 843 quote: let's go to consumption Journal which is part of manufacturing model and calculate consumption and we can also have the same filter here - kind: video url: https://www.youtube.com/watch?v=198d9piIoE0&t=904s title: "What's New: Reservation Worksheet and Fulfillment Suggestions (2023 release wave 2)" date: "2023-10-25T06:22:20.000Z" commit: null t: 904 quote: you can configure your system to run some task into background in the Via job queue and push documents to the next stage for links: learn: [] objects: - object/page/305 - object/page/88 - object/page/99000846 features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: 198d9piIoE0 channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=198d9piIoE0 published_at: "2023-10-25T06:22:20.000Z" duration_s: 1033 captions: full audience: - functional consultant - administrator - end user chapters: - t: 0 title: Introduction and Overview of Scenarios - t: 90 title: Classical Sales Order Workflow and Limitations - t: 181 title: Reserved from Stock Indicator and Automatic Reservation - t: 302 title: Reservation Worksheet and Allocation Actions - t: 455 title: Batch Settings and Automated Allocation - t: 598 title: Reporting and Viewing Reservation Status - t: 688 title: Warehouse Shipments and Inventory Picks - t: 798 title: Consumption Journals and Statistics Pages - t: 904 title: Automation and Background Processing - t: 974 title: Resources and Community Engagement features: - name: Reserved from Stock Indicator status: unclear t: 201 verified: false status_source: video - name: Reservation Worksheet status: unclear t: 302 verified: false status_source: video - name: Allocate Action status: unclear t: 358 verified: false status_source: video - name: Allocation Policies status: unclear t: 419 verified: false status_source: video - name: Reservation Worksheet Batch Settings status: unclear t: 474 verified: false status_source: video - name: Automated Create Warehouse Shipments Report status: unclear t: 688 verified: false status_source: video - name: Automated Inventory Picks Creation status: unclear t: 768 verified: false status_source: video - name: Statistics Page Reserved from Stock status: unclear t: 814 verified: false status_source: video - name: Show Details Feature status: unclear t: 883 verified: false status_source: video - name: Background Job Queue Processing status: unclear t: 924 verified: false status_source: video - name: Consumption Journal Filtering by Reservation status: unclear t: 843 verified: false status_source: video objects_mentioned: - page Reservation Worksheet - page Job Card - page Consumption Journal quotes: - t: 50 text: how you as a user can find the answer what is the status of existing demand document where demand document can be check: fuzzy - t: 201 text: if you have things already reserved then we added a new field which shows reserved from stock in a very simple way it has check: exact - t: 302 text: with a new page which is called reservation worksheet you can do it in dramatically less number of clicks check: exact - t: 358 text: we have probably couple of actions to automate this process let's me press allocate button and what happened magic check: exact - t: 419 text: basically it's not only option like this is a basic one which is run by default and it executes the safest allocation you can check: exact - t: 688 text: we added a special report which has two purposes purpose number one it can use filters for example let's pick full option for Reserve check: exact - t: 843 text: let's go to consumption Journal which is part of manufacturing model and calculate consumption and we can also have the same filter here check: exact - t: 904 text: you can configure your system to run some task into background in the Via job queue and push documents to the next stage for check: snapped --- # What's New: Reservation Worksheet and Fulfillment Suggestions (2023 release wave 2) > Reservation Worksheet and the Reserved from Stock indicator in Business Central (2023 release wave 2): how to see reservation status on demand documents, allocate stock with allocation policies, and push fully reserved documents to warehouse shipments, inventory picks and consumption journals. [Watch on YouTube](https://www.youtube.com/watch?v=198d9piIoE0) · Microsoft Dynamics 365 Business Central (YouTube) · 2023-10-25 · 17:13 · tier official · reviewed (checked by Opus) ## Overview The video walks through reservation and fulfillment changes in 2023 release wave 2. It starts with the classic sales order workflow and its limits, then shows a new Reserved from Stock field (none, partial, or full) on sales order lines and other demand documents. ## Key points - Reserved from Stock is a new per-line field on demand documents with three values: none, partial, or full. It also appears on document statistics pages to show the overall status. - Automatic reservation already happens for assemble to order, capable to promise and order planning; with lot-for-lot or reorder point policies you must reserve manually. - The Reservation Worksheet page uses Get Demand to gather sales, transfer, job, assembly and production demand for items available in stock, and creates reservations in far fewer clicks. - The Allocate action suggests quantities to reserve in a safe way; demand is skipped when quantity is insufficient or the system cannot decide how to split it. - Two allocation policies exist today (the default safe one and Equally); they can be combined and more are planned. - Worksheet batches filter by demand type, date range, items (any item field, including custom fields), location and allocation policies; filters are copied to Get Demand and an Allocate after populate toggle runs allocation automatically. - Lines marked with the Accept toggle are reserved with Make Reservation, optionally for specific document types. ## Chapters - [0:00](https://www.youtube.com/watch?v=198d9piIoE0&t=0s) Introduction and Overview of Scenarios - [1:30](https://www.youtube.com/watch?v=198d9piIoE0&t=90s) Classical Sales Order Workflow and Limitations - [3:01](https://www.youtube.com/watch?v=198d9piIoE0&t=181s) Reserved from Stock Indicator and Automatic Reservation - [5:02](https://www.youtube.com/watch?v=198d9piIoE0&t=302s) Reservation Worksheet and Allocation Actions - [7:35](https://www.youtube.com/watch?v=198d9piIoE0&t=455s) Batch Settings and Automated Allocation - [9:58](https://www.youtube.com/watch?v=198d9piIoE0&t=598s) Reporting and Viewing Reservation Status - [11:28](https://www.youtube.com/watch?v=198d9piIoE0&t=688s) Warehouse Shipments and Inventory Picks - [13:18](https://www.youtube.com/watch?v=198d9piIoE0&t=798s) Consumption Journals and Statistics Pages - [15:04](https://www.youtube.com/watch?v=198d9piIoE0&t=904s) Automation and Background Processing - [16:14](https://www.youtube.com/watch?v=198d9piIoE0&t=974s) Resources and Community Engagement ## Features | Feature | Status | At | |---|---|---| | Reserved from Stock Indicator | status not stated, demoed | [3:21](https://www.youtube.com/watch?v=198d9piIoE0&t=201s) | | Reservation Worksheet | status not stated, demoed | [5:02](https://www.youtube.com/watch?v=198d9piIoE0&t=302s) | | Allocate Action | status not stated, demoed | [5:58](https://www.youtube.com/watch?v=198d9piIoE0&t=358s) | | Allocation Policies | status not stated, demoed | [6:59](https://www.youtube.com/watch?v=198d9piIoE0&t=419s) | | Reservation Worksheet Batch Settings | status not stated, demoed | [7:54](https://www.youtube.com/watch?v=198d9piIoE0&t=474s) | | Automated Create Warehouse Shipments Report | status not stated, demoed | [11:28](https://www.youtube.com/watch?v=198d9piIoE0&t=688s) | | Automated Inventory Picks Creation | status not stated, demoed | [12:48](https://www.youtube.com/watch?v=198d9piIoE0&t=768s) | | Statistics Page Reserved from Stock | status not stated, demoed | [13:34](https://www.youtube.com/watch?v=198d9piIoE0&t=814s) | | Show Details Feature | status not stated, demoed | [14:43](https://www.youtube.com/watch?v=198d9piIoE0&t=883s) | | Background Job Queue Processing | status not stated | [15:24](https://www.youtube.com/watch?v=198d9piIoE0&t=924s) | | Consumption Journal Filtering by Reservation | status not stated, demoed | [14:03](https://www.youtube.com/watch?v=198d9piIoE0&t=843s) | ## AL objects mentioned As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named. - [page 305 "Reservation Worksheet"](../objects/page/305.md) at [5:02](https://www.youtube.com/watch?v=198d9piIoE0&t=302s) - [page 88 "Job Card"](../objects/page/88.md) at [13:34](https://www.youtube.com/watch?v=198d9piIoE0&t=814s) - [page 99000846 "Consumption Journal"](../objects/page/99000846.md) at [14:03](https://www.youtube.com/watch?v=198d9piIoE0&t=843s) ## Quotes - [0:50](https://www.youtube.com/watch?v=198d9piIoE0&t=50s) "how you as a user can find the answer what is the status of existing demand document where demand document can be" - [3:21](https://www.youtube.com/watch?v=198d9piIoE0&t=201s) "if you have things already reserved then we added a new field which shows reserved from stock in a very simple way it has" - [5:02](https://www.youtube.com/watch?v=198d9piIoE0&t=302s) "with a new page which is called reservation worksheet you can do it in dramatically less number of clicks" - [5:58](https://www.youtube.com/watch?v=198d9piIoE0&t=358s) "we have probably couple of actions to automate this process let's me press allocate button and what happened magic" - [6:59](https://www.youtube.com/watch?v=198d9piIoE0&t=419s) "basically it's not only option like this is a basic one which is run by default and it executes the safest allocation you can" - [11:28](https://www.youtube.com/watch?v=198d9piIoE0&t=688s) "we added a special report which has two purposes purpose number one it can use filters for example let's pick full option for Reserve" - [14:03](https://www.youtube.com/watch?v=198d9piIoE0&t=843s) "let's go to consumption Journal which is part of manufacturing model and calculate consumption and we can also have the same filter here" - [15:04](https://www.youtube.com/watch?v=198d9piIoE0&t=904s) "you can configure your system to run some task into background in the Via job queue and push documents to the next stage for" ## Disclaimers in the video - [7:14](https://www.youtube.com/watch?v=198d9piIoE0&t=434s) coming-later: we plan to add more allocation policies beyond the two currently available Presenters (as heard): Andre Pano.