Search and reserve an inventory batch with certain attributes
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Use this procedure to search for an inventory batch with certain attributes, and then reserve the inventory to a sales order.
Note
From the Batch attribute search form, you can create a template based on the search criteria that you set up in the form. For more information, see Create a batch attribute search template. To retrieve search criteria from a template, click Get template in the Batch attribute search form.
Click Sales and marketing > Common > Sales orders > All sales orders.
Double-click the sales order for which inventory is being reserved. The Sales order form is displayed.
On the Sales order lines FastTab, select the sales order line for the item to be reserved.
Note
The item you select must be batch controlled. An item is batch controlled if the batch number dimension is active on the item's tracking dimension group.
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Click Product information management > Setup > Dimension groups > Tracking dimension groups. Then select the Active check box for the Batch number line.
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Click Inventory and then select Batch reservation.
In the Batch reservation form, click Batch attribute search. The Batch attribute search form opens with default criteria for batch attributes by item.
To change the criteria to batch attributes by item and customer, click Customer attributes.
To refine the search, change the values in the Attribute and Operator fields.
To add a new line of search criteria, press CTRL+N and then enter the values.
Click OK to initiate the search. When the search is complete, the Batch reservation form opens again with the search results.
In the Reservation field, enter the quantity to be reserved to the sales order. For a catch weight item, use the CW reservation field.