Making reservations for a quote

You might have to reserve products for a quote so that the products are available to a customer when the quote is converted to an order.

Solution

Sterling™ Field Sales enables a user to check the availability of quote lines and make reservations. When the user selects Check Availability from the Actions menu on the Quote Details screen, the getFulfillmentOptionforLines API is called to retrieve the availability or inventory options for the quote lines that belong to the quote. When the user clicks Reserve, the reserveAvailableInventory API is called with ReservationID attribute set to OpportunityKey to reserve the inventory for the quote lines based on the inventory options such as ship nodes returned by the getFulfillmentOptionforLines API.

In some cases, after the user reserves the inventory for quote lines, the quote might be modified by addition or removal of products or change of quantity of the existing products as per customer requirements. In such scenarios, the reservations made for the quote remain unchanged but out of sync with the quote. Hence, the user must cancel the existing reservations and make new reservations depending upon the modifications made to the quote.

Notes:

The Inventory Purge agent must run in the background to clear the expired inventory reservation records.
If a quote contains ten or more quote lines, it is recommended not to reserve products as it can impact the overall performance.

End-user impact

None.

Implementation

This section explains the configurations for this functionality:

Reservation expiry date
The default expiration time (in hours) for the inventory reservation can be defined by setting the yfs.ifs.inventory.reservation.expiration property in the customer overrides file. For example, yfs.ifs.inventory.reservation.expiration=<number of hours>. By default, the expiration time is set to 240 hours or 10 days.
Enabling or disabling the inventory reservation feature
The inventory reservation feature can be disabled by setting the yfs.ifs.inventory.reservation.enabled property to false in the customer overrides file. For example, yfs.ifs.inventory.reservation.enabled=false. By default, the value of this property is set to true, which indicates that the inventory reservation is enabled.