What's New: Reservation Worksheet and Fulfillment Suggestions (2023 release wave 2)

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.

Features

Feature	Status	At
Reserved from Stock Indicator	status not stated, demoed	3:21
Reservation Worksheet	status not stated, demoed	5:02
Allocate Action	status not stated, demoed	5:58
Allocation Policies	status not stated, demoed	6:59
Reservation Worksheet Batch Settings	status not stated, demoed	7:54
Automated Create Warehouse Shipments Report	status not stated, demoed	11:28
Automated Inventory Picks Creation	status not stated, demoed	12:48
Statistics Page Reserved from Stock	status not stated, demoed	13:34
Show Details Feature	status not stated, demoed	14:43
Background Job Queue Processing	status not stated	15:24
Consumption Journal Filtering by Reservation	status not stated, demoed	14:03

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.

Quotes

0:50 “how you as a user can find the answer what is the status of existing demand document where demand document can be”
3:21 “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 “with a new page which is called reservation worksheet you can do it in dramatically less number of clicks”
5:58 “we have probably couple of actions to automate this process let’s me press allocate button and what happened magic”
6:59 “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 “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 “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 “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 coming-later: we plan to add more allocation policies beyond the two currently available

Presenters (as heard): Andre Pano.