At confirmation reservation¶
The at confirmation reservation method reserves products only when a sales order (SO) is confirmed, and if enough stock of the products included in the SO is already available.
配置¶
To set the reservation method to at confirmation, navigate to . Then, select the desired Operation Type to configure, or create a new one by clicking New.
In the General tab on the operation type form, locate the Reservation Method field, and select At Confirmation.
工作流¶
To see the at confirmation reservation method in action, create a new SO by navigating to .
在 客户 字段中添加客户。然后，在 订单行 选项卡中点击 添加产品，并从下拉菜单中选择要添加到报价单的产品。最后，在 数量 栏中，调整所需的产品销售数量。
准备就绪后，点击 确认 销售订单。
点击产品线上的 📈（区域图） 图标，显示产品的 可用性 工具提示，其中显示此订单的 预留 单位数。
備註
If there is not sufficient quantity of stock for the product included in the SO, the 📈 (area graph) icon is red, instead of green.
Instead of revealing the reserved number of units for the order, the Availability
tooltip reads Available, and reveals the available number of units (e.g., 0 Units).
預測報表
To see all the factors that affect product reservation, click the View Forecast internal link arrow to view the Forecasted Report dashboard.
预测报告`显示销售订单中包含的产品的预测信息，即产品的任何实时收货和任何活动销售订单，这些信息列在 :guilabel:`使用者 列中。在 补货 列中查看每个订单的完成情况。
Additionally, the Forecasted quantity is calculated at the top of the page, by adding the On Hand and Incoming quantity, and subtracting the Outgoing quantity, as shown below:
If one order should be prioritized over another order, click the Unreserve button on the corresponding order line in the Replenishment column.
要交付产品，请点击销售订单表格顶部的 送货 智能按钮。要确认预订操作正常，请确保 产品可用性 字段显示为 可用`（绿色文本），且 :guilabel:`需求 和 数量 列中的数字相匹配（在本例中，两列都应显示为 100.00）。
准备就绪后，点击 验证。