Equipment Reservation and Allocation

Equipment in stock can be reserved and allocated using a quotation.

An allocation in the quotation will reserve the equipment so that it is not available for sale via a customer sales order, or move with a distribution order or requisition order, or other available transactions.

A reservation is performed when an Item serial number is associated with a quote line. A reservation will also be done if you manually add an item serial number on the quotation line.

The equipment will stay reserved on a quotation until you manually remove the serial number reference on the quotation line. In that case the reservation will be automatically moved from the earlier connected equipment to the new. In addition, if a new version of the quote is created the reservation will be moved to the new version.

When a quotation is approved and processed into an Order, the reservation is transferred to the customer order (or work order, if created).

Equipment on a purchase order, that does not yet have a serial number, can be connected and reserved to a quotation.