Automate Inventory Reservation Processes based on Complex Business Rules in D365 Finance and Operations

Automate your reservation Process with Microsoft Dynamics 365

Challenges

Current reservation processes involve manual intervention for reserving material against sales order, which is time-consuming and error-prone, resulting in inefficient process and consume a lot of manpower ultimately creating dependency on individuals. ​

Manual inventory reservation requires meticulous attention to ensure that the correct materials are allocated to specific orders. Mistakes in this process can lead to incorrect material reservations, customer dissatisfaction, and subsequent issues such as failed deliveries, returns, and additional costs.​

Individuals need to ensure they check all these below mentioned factors while doing inventory reservations -​

1. Is the company’s inventory suitable for customer shipment? The materials must be in excellent condition, free from damage or expiration, and quality approved.​

2. When there are multiple orders and limited inventory, an individual should prioritize which order the company fulfills.​

3. For international shipments, the company should reserve materials in advance compared to domestic shipments.​

4. If a customer does not accept partial delivery, the order must be shipped in full. If only partial inventory is available, it should not be reserved.​

5. Sometimes customers require specific attributes or quality checks for the materials they order.​

What do we offer as a solution?​

DynaTech Systems' innovative approach automates the reservation process, enabling businesses to streamline their procedures and provide customers with accurate shipment and prompt delivery. By integrating rule-based reservations into your system, you can automate reservation policies, resulting in significant time savings and a reduction in manual errors.

Features & Benefits

· Customer and Order Priority​

This feature helps categorize customers and orders to prioritize shipments, especially when inventory is limited. It ensures that high-priority customers and orders are addressed first.

· Customer-Specific Rules

Tailor rules to meet individual customer needs, such as allowing or disallowing partial deliveries, and determining whether customers will accept different batches of the same material in a single shipment.

· Inventory Rules

Set specific criteria for inventory reservations, such as ensuring quality standards are met, avoiding near-expiration or expired stock, and following FEFO (First Expiry, First Out) or FIFO (First In, First Out) principles.

· Automatic Batch Jobs

Schedule batch jobs at specific intervals to automate the reservation process according to predefined rules, eliminating the need for manual intervention.

· Reservation Logs

Access detailed logs to review which orders were picked based on the rules, how many orders were successfully reserved, and identify any unreserved orders due to inventory shortages.

Microsoft Dynamics Platform Connections

Dynamics 365 Supply Chain Management (SCM)

Why DynaTech Systems?

DynaTech Systems is a seasoned Microsoft Solution partner on whom you can rely. Our solutions are exquisitely designed to yield substantial time and money savings.

DynaTech Systems stands resolute to offer its adept resources, extensive support network, and viable options to assist your business. To meticulously craft an impeccable strategy to suit the dynamic demands of your enterprises is our core strength.

Connect with our experts to learn more or schedule a demo.