Dynamic Reservation Method Documentation

Overview

The Dynamic Reservation Method functionality provides a flexible system for implementing and executing reservation strategies within the 3PL Dynamics Warehousing module. This feature allows configurable reservation methods to be applied to warehouse operations, enabling customized allocation of inventory based on various business rules and criteria.

Key Components

Reservation Method

A Reservation Method defines a specific strategy for reserving inventory. Each method has:

• A unique code and description
• A collection of components that define its behavior
• A series of lines that determine the execution order

Reservation Method Components

Components are the building blocks of a reservation method, each representing a specific criterion or rule. Each component contains the following key fields:

Identity Fields

• Code: Unique identifier for the component
• Description: Descriptive name for the component
• Reservation Method Code: Links the component to a specific reservation method

Component Type

• Component Type: Defines the purpose of the component. Types include:
  • Header Filter: Filters used at the document header level
  • Line Filter: Filters applied to document lines
  • Content Filter: Filters carrier content (inventory)
  • Sorting: Defines how items should be sorted/prioritized
  • Grouping: Groups items based on specific criteria
  • Other specialized types: Determined by business requirements

Source Information

• Source Table: Specifies which data table the component references, such as:
  • Item
  • Location
  • Customer
  • Vendor
  • Zone
  • And other related tables

Filter Configuration

• Field No.: The specific field within the source table to filter on
• Field Data Type: The data type of the field (Text, Code, Decimal, Integer, etc.)
• Filter Value: The value used to filter the records

Sorting Parameters

• Sorting Order: Determines sort direction (Ascending/Descending)
• Sorting Priority: Sets the priority level when multiple sorting components exist

Advanced Settings

• Enabled: Determines if the component is active
• Mandatory: Indicates if the component must be satisfied for reservation
• Group Code: For grouping related components together

Reservation Method Lines

Reservation Method Lines control the order of execution for components:

• Line No.: Sequence number determining execution order
• Component Code: References the specific component to execute
• Description: Descriptive text for the line

Technical Implementation

The Dynamic Reservation Method functionality is implemented through several key objects:

1. Tables:

   • 3PL Reservation Method - Stores the method header information
   • 3PL Reservation Method Line - Defines execution sequence
   • 3PL Reservation Method Component - Stores component definitions

2. Codeunits:

   • 3PL Dynamic Reserv.Meth. Func. - Handles function registration and execution
   • 3PL Reserv. Method Calculation - Performs the actual reservation calculations

3. Pages:

   • Various list and card pages for managing reservation methods and their components

Usage Example

1. Configure a FIFO Reservation Method:

   • Create a reservation method with code "FIFO" and description "First In First Out"
   • Add a component that references the Receipt Date field
   • Configure sorting order as Ascending
   • Add the component to a method line

2. Configure a Customer Priority Method:

   • Create a method with multiple components:
     • Component 1: Filter on high-priority customers
     • Component 2: Sort by promised delivery date
     • Component 3: Sort by quantity (smallest first)

3. Execute the Method:

   • Select the method code when processing warehouse documents
   • The system will apply all components according to the defined method lines
   • Inventory will be reserved based on the specified criteria

This granular level of configuration allows warehouse managers to implement sophisticated reservation strategies that align with specific business requirements without custom development.