Reservation should work for all types, also for special order. It will help to define if items are available also for special order.
No allowing a reservation between the PO and the SO seems like a gap in the design. I have a couple of customers for whome this is a problem.
This is definitely a defect that should be fixed. Special orders make it very apparent that the items being brought in are exclusive to the sales order. There are link errors if you try to change quantity which further adds to the fact a reservation is made.
This is a great idea and this needs to be addressed ... even the sales reservation availability report shows the special orders (as "Never" reserve) and the report erroneous reports Quantity on Hand > 0 for all the special orders, **even after all the special order quantity has been poached by other orders**.
Why should the special orders not get a PO=SO reservation link? and then when received an ILE=SO reservation link? We are customizing this exact need for our client.
Otherwise the special order functionality isn't all that helpful. or the documentation needs to be changed to indicate that special orders should only be used for items that are never stocked. (i.e. a drop ship order where it comes to your warehouse and you ship it immediately, as opposed to the vendor shipping it for you.)
Note from online-help version 209 and 2013:
A purchase order createdas a special order for a sales order is automatically linked to the salesorder by a reservation. The planning system respects this link as it balancesdemand and supply. That is, the purchase order (supply) remains linkedto the sales order (demand), even if that purchase order could supplyanother earlier demand.
Without this functionality it seems that Special Order functionality is obsolete.
Oh yes please, why they specifically disable reservations for special order is so strange. I am specifically ordering this product for this sales order.
The only way around this I found is using Lots and specific costing method instead.
From the Microsoft documentation (https://docs.microsoft.com/en-us/dynamics365/business-central/sales-how-to-create-special-orders): "You can create a special order for a specific catalog item to be shipped to a specific customer. Your vendor ships the item to your warehouse and you can then ship the item on to your customer either independently or together with other items on another order.
Special orders imply that the purchase and sales order are linked to ensure that the specific catalog item is picked and delivered to the customer."
Based on this, I would assume, that I could specially order a catalog item for a customer. Which would mean that this is something special, because we do not have that item on our "regular" selection (item list). But, when you do use catalog items, it will create item out of the catalog item, so I do not get the point of mentioning "catalog items" in this context. It would make sense, that we could sell and purchase a catalog item, without having it on our item list (I do know that this is too much to ask).
Correct documentation would say, that you can "create a special order for ITEM", and the item can be created from Catalog Item, or it just can be a regular item.
I do agree with Andrew as the idea of Special Order is, that you are ordering something "specially" for certain customer/sales order. If no reservations are made, warehouse can get incorrect Inventory Picks for shipping. Because the "Order No." and "Order Line No." field on the Purchase Order / Sales Order Lines seem to be informative information, nothing more.
Also, the reservation cannot be made from the Sales Order because "Reserve" field on the Sales Order Lines is set to Never (and cannot be changed). Although, you can make the reservations from the corresponding Purchase Order!
Though the workaround could be that the reservations needs to be done from the Purchase Order, it is definitely not user friendly, or even practical solution.
Special Order -lines / item should be handled in a same way as the Requisition Worksheet / Planning Worksheet handles Items, where Reordering Policy = Order. In these cases, system automatically creates reservation between demand and supply. E.g. Sales Order - Purchase Order.
This is a bug and should work out of the box.
Business Central Team (administrator)
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.
Business Central Team