Reserve Material
Explanation
Use this activity to automate reservation of materials in inventory. Reservations
can be done manually or automatically and this document described the latter.
How the reservation should be processed is controlled by a setting, called
Reserve at Reciept. The Reserve at Reciept
setting is available on shop order plans and purchase order plans. These are
the possible options for the Reserve at Reciept setting:
- Reserve to Parent Order Component – The material on
a component is reserved to parent item's shop order plan/purchase order
plan.
- Do not Reserve – The stock remains in the project inventory
for Project MRP and standard inventory for MRP until it is reserved and
issued.
- Reserve to Shipment – The received material is reserved
to the shipment plan.
Prerequisites
Project activity should have been released and planning items should have
been created.
The following is valid when material on a component is reserved to parent
item's shop order plan:
- The component should have been added with shop order plans or purchase
order plans.
- Auto reservation setting on components shop
order plan and purchase order plan, should have been set to Reserve
to Parent Order Component option.
The following is valid when material on a component is reserved to parent
item's purchase order plan:
- The component should have been added with purchase order plans.
- Auto reservation setting on components purchase
plan, should have been set to Reserve to Parent Order Component
option.
The following is valid when reserving material to a shipment plan:
- A shipment plan should have been created for the item together with
either a shop order plan or a purchase order plan.
- Auto reservation setting, on the item's shop
order plan and purchase order plan, should have been set to Reserve
to Shipment option.
System Effects
The reserved material will be automatically added
in planning items Reserved Quantity field, once the material
is received into the inventory. The material can be received once the supply
request is created and shop order/purchase order is fully processed.
The reserved quantity fields on planning items
are found in the following places:
- Shop Order Plan/Shop Order tab and the
Reserved Quantity field.
- Purchase Order Plan/Purchase Components and
the Reserved Quantity field.
- Shipment Plan/General tab and the
Reserved Quantity field.