Reserve Customer Order, Batch Per Site
Explanation
Use this activity to reserve many order lines as a batch per site, either
directly or schedule the task as a background job.
All customer order lines containing unreserved material are taken into consideration.
The reservation will be done according to the automatic reservation logic i.e.
according to rules configured for FIFO, zone ranking, handling units etc. This
is described in detail in the About Reservation Management. In
addition to reserving with the automatic reservation logic as a batch per site,
you can do this line-by-line, order-by-order or shipment-by-shipment. The order-by
order reservation is performed on the
Reserve Customer Orders
page. The line-by-line reservation is performed on the
Reserve Customer
Order Lines page. The shipment-by-shipment reservation is performed
in the different shipment pages.
If the quantity of an order line is connected to a shipment, the reservation
is done per order line and shipment. If the quantity is connected to several
shipments, the oldest shipment will be reserved first. The quantities connected
to shipments are reserved before any remaining quantity not connected to any
shipment is reserved.
The Default feature enables you to use the default settings. Default
settings are derived from the Database Tasks page set by the administrator.
If you no longer want to pick and deliver the entire reserved
quantity, it is possible to change this on the
Manual Reservations for
Customer Order Line page. For
parts, query for the order in question and enter the required quantity in the
Qty Reserved field. Save, and the quantity you do not want to pick is
no longer reserved.
Prerequisites
- The customer order header and at least one order line must have been
entered and released.
- The parts must be available in stock. Note that created transport tasks
with destination move to inventory, can be considered as available to reserve
depending on configuration on the site.
- If you want to reserve customer order rental lines, parts with rental
ownerships must be available in inventory.
- If the customer order is created for the delivery of an exchange component
or a repair part and a serial number and/or lot/batch number has been defined
on the purchasing side, that specific serial and/or lot/batch must be available
in stock.
- If you want to reserve parts from project inventory, the customer order
line must have been connected to a project.
System Effects
- The stored sales parts will be automatically reserved for the customer
orders and shipments with appropriate planned ship dates.
- For rental lines, parts with the same ownership as on the rental line
will be reserved.
- If you have scheduled the task as a background job, the task will be
automatically performed based on the specified selection criteria.
- If the Reserve all the lines in CO option has been enabled in
the Additional Parameters dialog box,
and if at least one line of an order satisfies the entered parameters, then
all the other lines in the customer order will get reserved. The due date
and other parameters will not be considered when selecting other lines for
reservation. The order lines in that customer order will be kept as one
unit.
- A shortage will occur when the full quantity cannot be reserved for
the order line.
- The system will check whether the customer has exceeded his or her credit
limit.
- The system will check whether all connected advance invoices are fully
paid.
- The system will check whether partial reservations are allowed for the
customer and reservations will be done according to the backorder option
selected on the customer order.
- The system will not handle expired parts.
- Once a non-inventory part has been reserved, the system will regard
it as ready to be delivered.
- When the availability is not sufficient and backorders are allowed with
the option Allow Partial Deliveries of Lines and Incomplete Package, a fair
share allocation of the quantity is performed, to distribute the quantity
in a fair way. First it tries to satisfy the demands of partially delivered
orders. If the quantity is still available, the system then tries to reserve
the material starting with order lines with a passed due date (the older
the due date the higher the priority). If the quantity is still available,
subsequent reservations are made according to quantity proportions and customer
priority (priority 1 is higher than 2, etc). All orders are reserved such
that the order with the earliest planned ship date is reserved first.
- For order lines connected to a shipment, the next event in the shipment
flow will be triggered if the shipment type allows this. When reserving
with this activity, any optional events, defined to be executed at reservation
in the shipment flow, will not be triggered.
- If reservation from created transport task is enabled and material from
a created transport task is reserved, then the system tries the best to
keep the reserved material on the same transport task. This will be possible
when you have complete handling units on the transport task or when the
entire stock record is included on the transport task, otherwise the reserved
material is removed from the transport task.