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Automating inventory release for sales orders

We’d like to explore the feasibility of automating inventory release for sales orders under specific conditions. Specifically, if a sales order is for the same customer/account and matches the forecast demand class, we’d like the system to automatically release the inventory from existing reservations.

Currently, our process is manual:

  • We release the order (e.g., for ABC)
  • Then we check Supply/Demand to see if there’s any reserved inventory for that customer
  • If there is, we email the planning team to manually release the reservation

Can the system able to identify when a reservation exists for the same customer and automatically release it—eliminating the need for manual process.

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