Inventory Reservation Centre

Overview

The Inventory Reservation Centre provides a centralized view of all inventory reservations created within the system. It allows users to monitor reservation quantities, reservation statuses, linked order information, incoming inventory reservations, consumption activity, and cancellation history from a single location. The centre also provides filtering, searching, and batch processing capabilities to help users manage reservations efficiently.

To access the Inventory Reservation Centre, go to Menu → Inventory → Inventory Reservation → Inventory Reservation Centre.

Header Level Options

The following options are available under the Options menu in the Inventory Reservation Centre.

• Batch Cancel Reservation(s): Allows users to cancel multiple selected reservations in a single action. Only the remaining unconsumed reservation quantity is cancelled. Any quantity already consumed remains unchanged.

Header Level Search Fields

These fields allow users to filter and locate specific inventory reservation records.

Field	Description
Search By	Allows users to choose the search criteria (e.g., Inventory Reservation or Inventory Reservation Detail).
Store	Filters reservations based on the selected store.
Status	Filters reservations based on their current reservation status.
Reservation Type	Filters reservations based on the selected reservation type.

Header Level Icons

These features provide quick actions for managing and viewing inventory reservation records.

• Navigation Controls: Allow users to move between pages within the grid.

• Refresh: Refreshes the reservation records based on the applied search criteria to display the most recent data.

• Save: Preserves user interface settings such as column preferences for future sessions.

• Advance Search: Enables detailed filtering using specific conditions such as column name, operator, and value.

• Download: Exports reservation data in supported formats such as CSV, Excel, or PDF for reporting and analysis.

• Columns: Allows users to customize the columns displayed within the grid.

The Inventory Reservation Centre displays the following columns to provide visibility into reservation activity, quantity movements, and reservation lifecycle tracking.

Field	Description
Reservation Entry#	Displays the unique reservation number generated by the system.
Store	Displays the store associated with the reservation.
Customer Name	Displays the name of the customer, customer group, or sales representative for which the inventory has been reserved.
Customer Type	Displays the reservation type associated with the reservation record. (Customer, customer group, or sales representative)
Status	Displays the current reservation status, such as Aging, Open, Incoming, Partially Consumed, Completed, Cancelled, or Expired.
Item#	Displays the item number for which inventory has been reserved.
Linking Type	Displays the reservation source type, such as None (On-hand) or Purchase Order.
Notes	Displays notes entered against the reservation.
Reserved Qty	Displays the total quantity currently reserved.
Cancelled Qty	Displays the total quantity cancelled from the reservation.
Total Incoming Qty	Displays the quantity reserved against incoming inventory that has not yet been received.
Consumed Qty	Displays the quantity that has been consumed through order allocation and fulfillment processes.
Remaining Qty	Displays the quantity still available for future consumption.
Effective Datetime	Displays the date and time when the reservation becomes active and available for consumption.
Completed Datetime	Displays the date and time when the reservation was fully consumed or completed.
Activated Datetime	Displays the date and time when the reservation moved into an active status.
Cancelled Datetime	Displays the date and time when the reservation was cancelled.
Create Datetime	Displays the date and time when the reservation record was created.
Create Source	Displays the user who created the reservation.
Modify Datetime	Displays the date and time when the reservation was last modified.
Modify Source	Displays the name of the user who last modified the reservation.

Inventory Reservation Statuses

Status	Description
Aging	Reservation has been created but the Effective Date has not yet been reached. Inventory cannot be consumed until the reservation becomes active.
Open	Reservation is active and available for allocation and consumption.
Incoming	Inventory has been reserved against an open Purchase Order and is awaiting receipt.
Partially Consumed	A portion of the reserved quantity has been consumed through Sales Order allocation.
Completed	The reservation has been fully consumed or all remaining quantities have been cancelled after partial consumption.
Cancelled	The reservation was cancelled before any quantity was consumed.