Bevica Reservations - Splitting Units of Measure
Split Bevica reservations safely when changing or mixing units of measure.
An additional feature is available to automatically reserve against an item's Base Unit of Measure. This may result in multiple sales lines of different units of measure from the customer's original request.
This feature must be specifically switched on via Bevica Setup.
Bevica Setup
Navigate to Bevica Setup and the Reservations fast tab. Turn on Sales Order Reservations Split UoM.
Usage
This functionality is only triggered when using the Auto Bevica Reservations from the Sales Order page ribbon, Actions menu or automatically on release (based on setup).
It is not invoked if using the functions on the sales line 'Auto Bevica Reservations’ or when manually applying Bevica Reservations.
When looking for Item Ledger Entries to reserve against a sales line, Bevica will first look for matching Units of Measure. After doing this, if there is any remaining unreserved sales line quantity, Bevica will look for Item Ledger Entries in that item's Base Unit of Measure and, if possible, create reservations against those Item Ledger Entries.
Scenarios
An item has a Base Unit of Measure of 70cl (bottle) with alternative Unit of Measures of 12x70cl (case) and Pallet (600x base).
Scenario 1: Sales order line in case unit of measure
Item with a single open item ledger entry for 13 bottles.
A sales order for 1 case.
This will create a reservation against the 12 Item Ledger Entry base units (70cl). The sales line will remain as 1 case, and the reserved quantity will be 1.
Scenario 2: Sales order line in base unit of measure
Item with a single open item ledger entry for 1 case.
A sales order line for 12 bottles.
This will create a reservation against the 12 Item Ledger Entry base units (70cl). The sales line will remain as 12 bottles, and the reserved quantity will be 12.
Scenario 3: Multiple Unit of Measure
Bevica will search across multiple units of measure or along a chain of units as it converts everything to base unit of measure.
Item with the following open item ledger entries:
1 item ledger entry for 2 Pallets (600x base)
1 item ledger entry for 20 cases (12x70cl)
1 item ledger entry for 700 bottles (70cl) in stock
A sales order line for 3 pallets
Bevica will Reserve 2 pallets against the original 'Pallet' sales line, create a second '70cl' sales line reserving 240 bottles (20 cases) against it, and create a third '70cl' line reserving 360 bottles.
Scenario 4: Remainders
Any remaining quantities that cannot be fully reserved will always be in the item's base unit of measure.
Item with the following open item ledger entries:
1 item ledger entry for 1 case (12x70cl)
1 item ledger entry for 9 bottles (70cl)
A sales order line for 2 cases (12x70cl)
Bevica will Reserve 1 case against the original '12x70cl' sales line, create a second '70cl' sales line reserving 9 bottles, create a third line with an unreserved quantity of 3 bottles.
Scenario 5: Multiple open item ledger entries
Sales lines can only be reserved against a single item ledger entry. If a sales line is to be reserved against multiple item ledger entries, additional sales lines will be created as part of the Auto Bevica Reservations functionality.
Item with the following open item ledger entries:
1 item ledger entry for 20 bottles (70cl)
1 item ledger entry for 17 bottles (70cl)
A sales order line for 3 cases (12x70cl)
Bevica will:
Reserve 1 case against the original '12x70cl' sales line (reserving 12 bottles against the item ledger entry for 20 bottles)
Create a second '12x70cl' sales line with quantity = 1 and reserved quantity = 1 (reserved 12 bottles against the item ledger entry for 16 bottles reserving)
Create a third '70cl' line, reserving 8 bottles against the item ledger entry for 20 bottles
Create a fourth '70cl' line, reserving 4 bottles against the item ledger entry for 17 bottles
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