Reserve stock a few days before delivery
What this does
Before scheduled date is the countdown method: a confirmed transfer waits, unreserved, until it comes within a set number of days of its scheduled date — then the nightly scheduler locks its stock in. Material stays free for whatever turns up in the meantime, and is still claimed before the load is picked. No operation type on this system uses it out of the box (everything ships as At Confirmation); this article is how to switch one over and what changes when you do.
Before you start
- A number in mind: how many days before the ship date should stock be claimed? Two or three is a common answer.
- An honest look at your scheduled dates — the countdown runs from the transfer's Scheduled Date, which for deliveries comes from the order date plus the customer lead time. Garbage dates mean garbage reservations.
Switching a type over
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01
Go to Inventory › Configuration › Operations Types and open Delivery Orders.
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02
Set Reservation Method to Before scheduled date.
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03
In the row that appears, set days before — and set days before when starred higher, so priority transfers claim their stock earlier than the rest. Both default to 0, which means "reserve on the scheduled date itself"; a starred figure only helps if it is larger.
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04
Save. Every open move of that type is immediately re-stamped with its reservation date (scheduled date minus the days), so the change takes effect on the existing backlog, not just new orders.
How the countdown actually fires
Each move carries a computed reservation date. Once that date arrives, two things can reserve it: the daily Procurement: run scheduler job (it runs every day and takes due moves oldest-reservation-date first, starred first within a day), and the automatic re-check that follows any validation of related stock. Between confirmation and the reservation date the transfer just sits at Waiting with its availability pill telling you what the forecast looks like — a yellow Exp date is normal and healthy here. If you cannot wait for the nightly run, Check Availability on the transfer reserves it on the spot regardless of the countdown; and in developer mode an administrator can run the whole scheduler by hand from Inventory › Operations › Run Scheduler.
Troubleshooting
Nothing reserves on the day — check the scheduler cron is active (Settings › Technical › Scheduled Actions › "Procurement: run scheduler"); it is the engine of this method.
A transfer reserved earlier than the day count says — someone clicked Check Availability, or it is starred and the starred day count is larger.
Starred transfers behave no differently — days before when starred is still 0; the star only changes the countdown if its number is bigger than the normal one.
Everything reserves at midnight of the same day — both day counts are 0, so the countdown is "on the scheduled date"; raise them if you want a buffer.
Common mistakes
- Setting the day counts without fixing customer lead times — the countdown is only as honest as the scheduled dates it counts from.
- Expecting an instant effect at the moment of confirmation — this method's whole point is that nothing happens then.
- Forgetting that switching the method rewrites the reservation dates on the open backlog too — plan the change for a quiet moment.
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