Reserve Stock for Material on Orders

1. Go to the Service or Install Order.
2. Click Actions > Inventory Allocation.
3. Click in the Select column.
4. The Select Inventory Items window opens (image below). Here you can select the items you want to reserve for the order.
If it is a serialized item, you will see a list of all serial numbers. Also, see which warehouse the stock is in.

5. Double click on the material to reserve on the order.
6. Once stock is selected, notice the Item Status changes to Reserved.

Item Status	Next Steps
Has JIT Items	Click to select stock. If no stock available, close the Material Allocation window and click Actions > Create PO for JIt-Only Items in the order.
Allocated	Click to select stock.
Reserved	Don’t need to do anything, stock is already reserved.