Reservation

In the Order and the Order line table there is Expected return date field, in which you enter the date when the return is expected to take place.

The date is validated using the regional settings in Windows.

The value is filled in when running the Generate purchase/production orders processing in the Order table, or manually enter an order number in the Allocated order no. field.

The value is filled in when running the Generate purchase/production orders processing in the Order table. By deleting the contents of this field, the allocation is withdrawn.

Order lines can be joined to purchase orders via allocated order numbers to see which sales order lines are allocated to them.

This is the maximum quantity which is available for picking and is also the quantity suggested when printing pick lists.

When the structure head is exempted from warehousing, the picked quantity is saved in the structure head. The Balance to pick field is then also calculated. If the Finish picked quantity with menu choice check box in the Proc. method 1 field is selected, the structure head will also be finished when finishing the picked quantity.

If the box to Pick same fraction of structure lines and the Pick complete structure check boxes in the Proc. method 1 field both are selected, the picked quantity is calculated as the share which has been picked. Otherwise the full quantity applies.

The value is accumulated on the order line that this reservation belongs to.

When you save the value in this field reduces the stock level and is accumulated in the Lost field in the Shipment table and updates the Compensate field.

The cost price in production orders is updated when the invoice is received, if the product has a new price when it is purchased.

The cost price is retrieved from the Average cost price field in the Stock balance table when order lines have transaction type:

• 1 - Sales
• 2 - Hire
• 3 - Loan
• 4 - Adjustment/internal issue
• 5 - Further processing

The cost price is retrieved from the Average cost price field in the Price- and discount matrix table, if have not:

• selected the Cost price from the price and discount matrix if sold out field under Price/discount processing in the Company information table
• 0.00 in the Average cost price field in the Stock balance table

and the order lines have transaction type:

• 6 - Purchase
• 7 - Production

Reservations are updated correctly upon reservation. If you have selected the Calculate avg. cost price on the order line field under Processing method or in the Company information table, the order line is updated with the average cost price from reservations.

For purchase order lines, the original value in the field is suggested based on the value in the Delivery alternative table.

When you save the value in this field reduces the stock level and is accumulated in the Lost field in the Shipment table and updates the Discarded field.

When finishing the current date is always used for the transactions. You can override the value by entering manually in the Manual finish date field.

The date is validated using the regional settings in Windows.

When you save the quantity is updated in the Finished field.

Limitations to changing the field

Finish 0 and release reservations

If you enter 0 in the field and finish, the reservation is withdrawn and you can print a new pick list. The Finish 0 and release reservations check box in the Order line status field is temporary selected. After saving or processing of the order, the check box is cleared. It is only stored temporarily so that the system can read keying of the value 0 as a 0 entry, because the default value in the field is also 0.

There is also a corresponding field in the Reservation table, but this field does not have the same logic for 0 entry.

Finish negative numbers

You are allowed to finish a negative quantity if you have selected the Delete rest when filling in "Finish NOW" check box on the Editing page in the Processing method field. This causes the total quantity to be reduced. If you want to withdraw the quantity and keep it for a later interim delivery, you must deselect Delete rest when filling in "Finish NOW", otherwise the quantity will be reset to zero.

The value in this field constitutes the total of the values in the Finished field in the relevant rows in the Reservation table.

See also: Delivery alternative

The value in these fields are shown per unit and in the default currency.

When you invoice via Business NXT EDI and you have entered product numbers in the Product no. freight 1 - Product no. freight 4 fields, you can enter the freight amount in the Freight 1 - Freight 4 fields. The freight amounts are accumulated to the freight and freight zone addition segments in the XML file. If any of the products are also present as separate order lines, these order lines are accumulated to the same segment and are not written as separate product lines.

See also: Delivery alternative

The value in these fields are shown per unit and in the default currency.

When you invoice via Business NXT EDI and you have entered product numbers in the Product no. freight 1 - Product no. freight 4 fields, you can enter the freight amount in the Freight 1 - Freight 4 fields. The freight amounts are accumulated to the freight and freight zone addition segments in the XML file. If any of the products are also present as separate order lines, these order lines are accumulated to the same segment and are not written as separate product lines.

See also: Delivery alternative

The value in these fields are shown per unit and in the default currency.

When you invoice via Business NXT EDI and you have entered product numbers in the Product no. freight 1 - Product no. freight 4 fields, you can enter the freight amount in the Freight 1 - Freight 4 fields. The freight amounts are accumulated to the freight and freight zone addition segments in the XML file. If any of the products are also present as separate order lines, these order lines are accumulated to the same segment and are not written as separate product lines.

See also: Delivery alternative

The value in these fields are shown per unit and in the default currency.

When you invoice via Business NXT EDI and you have entered product numbers in the Product no. freight 1 - Product no. freight 4 fields, you can enter the freight amount in the Freight 1 - Freight 4 fields. The freight amounts are accumulated to the freight and freight zone addition segments in the XML file. If any of the products are also present as separate order lines, these order lines are accumulated to the same segment and are not written as separate product lines.

The document numbers are retrieved from the voucher and document series in the Company information table.

When you save the quantity is updated in the Invoiced/realised field.

You cannot invoice more than what is finished and not previously realised.

It is not permitted to withdraw realisation. If necessary, you must do this via crediting.

This field is blocked for use by production orders and you can only approve (receive invoice) for the entire production. You must do this from the order head.

The value in this field constitutes the total of the values in the Invoiced/realised field in the relevant rows in the Reservation table.

If you double-click or press * in the field, you will be referred to the Location or Item location table, depending of which table you have chosen to look up in the Reservation processing in the Company information table, where you can see the physical appearance and location of the item.

If you have not selected Use location control in Reservation processing in the Company information table, you are only given a warning that the location cannot be found, but you can also decide yourself what should be here.

The location for goods you receive and the value is included in shipments. In increase order lines, the location is suggested as the normal location from the Stock balance table. You can edit them in the Shipment table later. If you need more values, you can join to the Reservation table and enter a value in the equivalent field there and, if necessary, split the shipments afterwards.

When a stock transfer is performed, the value in the Location field in the Order line table is selected ahead of the value in the Location field from the Shipment from which it is picked.

When a product transaction is created from an order line, it is assigned a unique order journal number. The Reservation record is updated with this number together with the transaction number.

When pick lists are printed, the reservation rows are given a pick list number. This is used in connection with any subsequent finishing in accordance with the pick list or withdrawal of the pick list. You can then join the Reservation record to the Pick list table.

Not in use.

The value in this field constitutes the total of the values in the Picked field in the relevant rows in the Reservation table.

The picture file is copied from the from the product to the order line if the Copy picture from product check box on the Misc. page in the Proc. method 1 field is selected.

When you type in a product number in the order lines, the associated description is suggested in the Description field. You can change the description if you wish.

For stock increase orders, it determines the size of the shipments you want to split the order line into.

If you want to reserve the entire quantity on the order line from the same shipment, you can do this directly on the order line. The Reserved field is then increased by the quantity which can be reserved. The quantity which cannot be reserved is deducted from the Quantity field so that Quantity = Reserved + Invoiced/realised - Finished.

The Quantity field is reduced on finishing in such a way that the outstanding quantity is displayed on the reservation line.

When a reservation is realised, it is assigned a realisation journal number, which you can find in the accounts together with the transaction number of the product transaction.

If goods are returned, discarded, replaced or invoiced/realised, reservations are cancelled.

If goods are returned, discarded, replaced or invoiced/realised, reservations are cancelled.

When you save the quantity is updated in the Returned field.

Is used in connection with Visma Document Center.

Is used in connection with Visma Document Center.

1 - Scanned document

2 - Document on flow

4 - Document finished

When you enter a serial number in the field, the shipment is updated with the lowest shipment number that this serial number matches.

When you enter the shipment number and the serial number is loaded, there is no check on the serial number. If you re-renter the serial number, a check is performed on the serial number.

If you have set up the product to produce a shipment for each serial number when stock increases, or to produce a reservation for each serial number when stock is reduced, and the Quantity field is greater than 1, you must enter the serial number in the reservation lines.

If the product is set up as a serial no. product and with a check in Calculate Finish NOW when entering serial no. in the Processing method dialog box, this will also retrieve the respective shipment for this serial number.

This value in these fields are transferred from the corresponding record in the Shipment table when the reservation row is created. This information will then be updated in the Product transaction table upon realisation.

This value in these fields are transferred from the corresponding record in the Shipment table when the reservation row is created. This information will then be updated in the Product transaction table upon realisation.

The field assumes the value you enter in the Quantity field and remains unchanged when you finish. If you increase or reduce the value in the Quantity field, the Total quantity field is also changed.

When a product transaction is created on an order line, it is also assigned a unique order journal entry. The reservation is updated with this number together with the Trans. no. field , so that it can update the correct product transaction when there are changes in status and values from the order line.

1 - Sales

Normal sale.

The goods move out of the warehouse.

2 - Hire

Hire against payment.

The goods move out of the warehouse.

3 - Loan

Loan of goods without payment.

The goods move out of the warehouse.

4 - Adjustment/internal issue

Registration of goods that have been lost.

The goods move out of the warehouse.

5 - Further processing

Internal consumption of goods for further processing.

The goods move out of the warehouse.

6 - Purchase

Goods that are purchased from other parties.

The goods move into of the warehouse.

7 - Production

Goods produced by the company itself.

The goods move into of the warehouse.

8 - Stock transfer

Transfer of stock between the company's own warehouses.

You can also use this transaction type when performing a stock transfer of unrealised transactions. It is not possible to reserve or finish inflow transactions on stock transfer orders.

On finishing, references to the Product transaction table are placed in this field. This makes it possible to correct or delete product transactions in the future.

Using this field you can reserve an order line for a specific shipment during order entry. If the entire quantity cannot be reserved for the same shipment, you can join to the Reservation table and reserve for as many shipments as you want.

When a stock transfer order is finished, a product transaction is created. This field will then receive the value of the Trans. no. field for that product transaction.

The date is validated using the regional settings in Windows.

Is used in connection with Visma Document Center.

When you enter a value in the Delivery associate no. field, the warehouse number is suggested.

Increase order lines that do not have reservation rows, for example credit orders with transaction type 1 - Sales, are not blocked from changing the warehouse number.

You can change the Warehouse no. on order lines that lead to a stock increase as long as it has not be reserved by other orders, or as long as something has been realised on the order line.

When processing the order lines, the information in the order head is used if it has not been filled in in the order lines. Information specified in the order lines overrides the information in the order head. This applies, for example, to warehouse numbers. The warehouse number specified in the order line overrides the warehouse number specified in the order head. The warehouse number in the order head is suggested again based on the consignee. If a consignee is not specially specified, it is the same as the customer or supplier, depending on the transaction type.