Reserve Shop Order Automatically

Explanation

This activity is used to reserve material automatically for an entire shop order. When reserving material automatically, you also can specify a date to which reservations are made. (Material does not need to be reserved all at once, only the materials needed up to that particular date). The date determines how far in time the availability check should extend. Also, you can reserve materials to manufacture a specific parent quantity using Parent Quantity to Reserve field.

Note: If the required components are available from a single lot/batch, then only the materials are reserved automatically for a multilevel repair shop order.

The value in the Reserve/Issue Method field of the shop order material line is considered when automatically reserving/issuing material. This value determines how to reserve/issue material to the shop order.

For operation connected material, the option selected in the Outside Reserve/Backflush drop-down on the Work Center page is considered when automatically reserving material. This value determines how the reserve/backflush of material is allowed from locations other than work center inbound locations.

If the Shared Location option is enabled on the Locations tab on the Work Center page, material can be reserved/issued to any demand. If not selected, only the material demands from operations that are connected to the work center will be allowed to reserve/issue material from this location.

If the shop order is connected to a batch balance ID and the Allow reserve and issue from lot/batches outside the batch balance option is enabled on the Site/Manufacturing page, reservation of the component which the preceding balanced shop order is supplying is limited to the lot/batch numbers received from this shop order. Note: The shop order is limited to reserve supply received from the preceding shop order, however any other shop order without a connection to a balance ID is allowed to reserve the same material.

To reserve shop order from:

• Shop Order, Shop Orders, Production Line Management/Shop Orders and Shop Floor Workbench pages. Select the required shop order(s), click Material Actions and then Reserve.
• Material Availability Summary chart. Select the segment representing the shop order(s) to reserve and click Reserve Shop Orders.

In the Reserve Shop Order dialog:

• Optionally, type the final date for the material reservation in the Reserve to Date field. This date determines how far ahead the availability check should extend.
• Optionally, add a quantity in Parent Quantity to Reserved field to reserve materials to complete a given parent quantity.
• If you want to create a pick list for the shop order, enable Create Pick List.

Prerequisites

This activity requires that the shop order is at least in the Released status.

Material must be available for reservation in inventory.

System Effects

• The system reserves material for a shop order up to the material line's required quantity.
• If the material is available on multiple stock records, it is reserved according to the priority defined on the Site/Warehouse Management/Automatic Reservation tab.
• If the shop order is in status Released before the reservation, the status is changed to Reserved. The status of the reserved material lines are also changes to Reserved.
• When reserving to a parent quantity, the required quantity of the material lines are ignored and system will reserve according to the quantity per assembly multiplied with the parent quantity.
• When reserving material to a shop order that has pegged material line(s), the automatic reservation will reserve only the quantity that is not pegged.

Pages

Disposition Shop Order
Production Line Management
Shop Floor Workbench
Shop Order
Shop Orders
Visual Shop Orders Planning

Activity Diagrams

Reserve Shop Order Material