Reserve Shop Order Material Automatically

Explanation

This activity is used to reserve material automatically for one or more selected material lines. All material for the lines that have not been reserved yet will be reserved. 

The supply code of the selected material lines is considered when reserving material.

• If the supply code is Inventory Order, only standard inventory is available for reservation.
• If the supply code is Project Inventory, only project inventory belonging to the project connected to the shop order is available for reservation. If possible, parts belonging to the connected project activity are reserved.

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 component(s) from:

• Shop Order/Materials, Shop Order Materials, and Shop Floor Workbench/Materials pages. Select the required shop order material line(s), click Reservation and then Reserve.
• Material Lines Availability chart. Select the segment representing the shop order material line(s) to reserve and click Reserve.

Prerequisites

• The shop order must have at least the Released status.
• There should be sufficient unreserved material in stock.
• The reserved serial number may not be a VIM object, equipment object, or a plant design object.

System Effects

• The system reserves material for a shop order.
• 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.
• If the reserved material line is the part to be repaired on a Repair type shop order, and the part is serial tracked, the reserved serial number(s) will be reserved to the shop order.
• When reserving a material line with a connected supply pegging, the automatic reservation will reserve the quantity that is not pegged.
• For shop orders connected to project activities the system reserves according to the following priority:

A. Project inventory connected to the same activity.

1. Issue from location identified for the shop order component.
2. Inbound locations for the identified work center location for the operation associated with the component, if any.
3. From the Floor Stock location type.
4. From the Picking location type.

B. If A was not fulfilled and the supply code is Project Delivery

1. Try to reserve components from the demand activity sequence using the project delivery structure.

C. If A or B was not fulfilled, look for the project inventory connected to a different activity, but belonging to the same project

1. Issue from location identified for the shop order component.
2. Inbound locations for the identified work center location for the operation associated with the component, if any.
3. From the Floor Stock location type.
4. From the Picking location type.

• The system reserves according to a FIFO algorithm.

Pages

Shop Floor Workbench
Shop Order
Shop Order Materials
Visual Shop Order Materials Planning
Visual Shop Orders Planning

Activity Diagrams

Issue Shop Order Components from Shop Floor Workbench
Reserve Shop Order Material