Reserve Customer Order Lines

Explanation

Use this activity to reserve parts or handling units from inventory for customer order line(s). All customer order lines containing unreserved material are displayed. 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 line-by-line, you can do this order-by-order, shipment-by-shipment, or via a batch job. The order-by-order reservation is performed on the Reserve Customer Orders page. The batch job is performed on the Create Customer Order Reservations 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.

Order lines can be reserved manually on the Manual Reservations for Customer Order Line page.

Parts may be reserved from project inventory or standard inventory. A project in IFS/Project can own its project inventory, ensuring that material acquired to this project cannot be issued to fulfill other demands, either from another project or from non-project related demands. Inventory parts that are not owned by a project, belong to a standard inventory. If the customer order line is project-connected, it will be possible for you to reserve the parts from the project inventory or the standard inventory (provided the parts are available in inventory), depending on the supply code entered on the customer order line. But if the line is not project-connected, you can only reserve the parts from standard inventory.

Prerequisites

• The customer order header and at least one order line must have been entered and released.
• The parts/handling units 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 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, you should have set the supply code on the customer order line to Project Inventory (i.e., the customer order line must have been connected to a project activity).

System Effects

• The stored sales parts are reserved for this particular order and shipment.
• A shortage will occur when the full quantity cannot be reserved for the order line.
• The system has not checked if the customer has exceeded his or her credit limit.
• The system will check the partial reservation option allowed for the customer.
• 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.
• No credit control or full advance invoice payment control will be performed.
• 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.

Note that for order lines connected to a shipment, the next event in the shipment flow will be not triggered when you reserve line-by line.

Pages

Handle Customer Order Shortages
Quick Order Flow Handling
Reserve Customer Order Lines

Activity Diagrams

External IUID Traceability and Package RFID Support
Automatic Reserve Customer Order