Reserving inventory

Epicor ERP 10
1

Good Morning!
Hope everyone on the southeast coast is doing alright!

Anyways, is it possible to reserve inventory in Epicor without an actual order?

We have a group of customer accounts that the business wants to hold inventory for. Is there another option besides creating a fake warehouse and moving inventory there?

2

Non-Nettable Bins might work.

From the help…

Warehouse Bin Maintenance-Detail Fields

Non Nettable

Specifies if inventory balances stored in this warehouse bin are considered non-nettable.

  • Select the check box if inventory balances stored in this warehouse bin are considered non-nettable . Inventory balances stored in non-nettable bins are not included in on-hand quantities, in MRP calculations, are not considered as a source of supply inventory for fulfillment processing in the Fulfillment Workbench, nor as source of supply inventory for the Replenishment Workbench.
  • Clear the check box if inventory balances stored in this warehouse bin are considered nettable . Inventory balances stored in nettable bins are included in on-hand quantities, in MRP calculations, are considered as a source of supply inventory for fulfillment processing in the Fulfillment Workbench, and as source of supply inventory for the Replenishment Workbench.
3

Hmmm interesting, so when it is time to fulfill an order with said inventory on"reserve" would a bin transfer to a nettable bin need to happen first?

4

I don’t know. We don’t have any non-nettable bins.

One thing to know, the Stock Status Report requires you to select an option to include non-nettable bins.

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If your Accounting Dept reconciles the Inv GL with the SSR (WHICH THEY SHOULDN’T!!!), missing this setting could cause issues.

5

Thanks Calvin!

6

Hi @jgehling
if you are using LotTracked functionality, then in -my opinion- add few UD fields and BPM to hold any ticked lot from dispatching or/and using in any Jobs, this way you do not need to move them to any bin as well as still can see them in all On-Hand screens query

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7

Planning contracts.