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This text refers to program version 8.3  

Stock Reservation Access

This page describes the Stock Reservation Access setting in the Sales Orders module.

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The Stock Reservation Access feature allows you to specify the Locations from which each Person can remove stock.

To use this feature, follow these steps:

1. Create a list of arbitrary codes in the Stock Reservation Access setting in the Sales Orders module.
   

   

2. Enter one of the arbitrary codes in the Order Reserv. Access field on the 'Sales' card of each Person record. You can enter more than code, separated by commas. You will need to restart Standard ERP for these changes to take effect. In a multi-user system, you will need to restart the server.
   

   

3. Each Person will be able to remove stock from any Location with the same access code and from Locations that do not have an access code. In this step, assign access codes to each Location, using the Reserv. Access field.
   

   

For example, a Person with "1,2" as their Order Reserv. Access will be able to remove stock from any Location with "1", "2" or blank in its Reserv. Access field. The Person will not be able to remove stock from a Location with "3" as its Reserv. Access. A Person with a blank as their Order Reserv. Access will only be able to take stock from the blank Location, not from the "1", "2" or "3" Locations.

"Removing stock" in this context means entering the Location in a Quotation, Sales Order, Invoice, Stock Depreciation or Stock Movement (From Location field). If a user specifies a Location that they should not use, the message "You are not allowed to withdraw any items from this location." will appear when they try to save the record. "Removing stock" also means reserving stock using the Stock Reservations feature. The Stock Reservations feature is described here.

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Settings in the Sales Orders module:

• Delivery Addresses
  

• Delivery Modes
  

• Delivery Terms
  

• Down Payments
  

• Hazard Levels
  

• Number Series - Orders
  

• Order Classes
  

• Order Mail
  

• Order Settings
  

• Planned Delivery
  

• Stock Reservation Access
  

• Stock Reservation Settings
  

• Stock Reservations

Go back to:

• Home page for Sales Orders manual
  

• Home page for Standard ERP manual

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