Sales Order Was Posted Without a Reservation
1. Problem Description
A user posted a sales order (shipment and/or invoicing) even though no reservation was created for the item.
At first glance this may appear to be a system error, but in most cases it is standard NAV behavior caused by item setup.
2. Most Common Root Cause
If the parameter Reserve = Never is used, the system:
- does not create reservations (neither automatically nor manually),
- does not require a reservation during posting,
- allows posting as long as inventory is available.
3. How to Verify the Setup – Step by Step
Step 1: Open the Item Card
- Go to Departments → Warehouse → Items
- Find the item used on the sales order
- Open the Item Card
Step 2: Check the “Reserve” Field
- Locate the Reserve field on the Item Card
- Verify its value
Possible values:
- Never – reservations are not used (posting without reservation is allowed)
- Optional – reservations are possible but not required
- Always – posting is not allowed without a reservation
Step 3: Check Stockkeeping Units (SKU)
If the company uses Stockkeeping Units (Item × Location × Variant), the Reserve setting may be defined there instead.
- From the Item Card, open Stockkeeping Units
- Check the value of the Reserve field
Note: SKU settings override the Item Card settings.
4. Why Did NAV Allow Posting?
In Microsoft Dynamics NAV, reservations are:
- a planning and control mechanism,
- not a technical requirement for posting.
If the item does not require lot or serial tracking and inventory is available, NAV allows posting without an active reservation.
5. Recommendation for the Future
- set Reserve = Always on the Item Card or SKU,
- or consult your NAV partner for a system customization.
6. Summary
If a sales order was posted without a reservation, always check:
- the Item Card – the Reserve field,
- Stockkeeping Unit (SKU) setup.