Make Manual Reservations
Explanation
Whenever you are selling or renting out or delivering stored inventory parts,
you can choose to reserve the parts manually or automatically, for example:
either upon entry of the customer order or just before the due date. You can
make manual reservations for sourced customer orders at a specific inventory
location on the supplying site using the internal order flow or removing a reservation
for a part. The reservation is only temporary; it is complete when the customer
order is released and a connected order (e.g., a purchase order) is created.
Likewise, shipment orders can also be reserved manually.
Reserving the parts manually means that you, not the system, decide how many
parts are going to be reserved. You can also choose from which inventory location
the parts will be picked, regardless of what is stated in the source object.
As manual reservation is done online, you can ensure that the parts are available
and reserved immediately. You cannot reserve more parts than stated in the source
line or shipment line depending on if you reserve for the source line or the
shipment line. If the quantity of a source line is connected to a shipment,
the reservation is done per source line and shipment. If not, it is just per
source line. Manual reservations are done either by reserving a quantity of
a specific stock record or by reserving complete handling units. Note that only
homogenous handling units containing the required part can be manually reserved.
If a partial quantity of a handling unit should be reserved it has to be done
by stating part and quantity.
When manually reserving a rental order line both company-owned rental assets
and supplier-owned rental assets can be reserved if the ownership on the rental
line requires company-owned assets. If the ownership on the rental line requires
supplier owned assets only suppler rented can be reserved.
You can use this procedure whenever you want to reserve source lines that
otherwise would be stopped because the customer has exceeded his or her credit
limit. You can also use the procedure when you want to reserve WDR and expired
parts.
Parts can be reserved from the project inventory or the standard inventory.
A project in IFS/Project can own its project inventory, ensuring that the material
acquired to this project cannot be issued to fulfill other demands, such as
from another project or from non-project related demands. Inventory parts that
are not owned by a project, belong to a standard inventory. For example, if
the customer order line is project-connected, you can reserve the parts from
the project inventory or the standard inventory (provided that the parts are
available in inventory), depending on the supply code entered on the customer
order line. If the line is not project-connected, you can only reserve the parts
from standard inventory.
Prerequisites
- A shipment line, shipment order line or a customer order line must have
been entered. The shipment order line must not have demand code purchase
receipt.
- The parts must be available in stock. Note that you cannot manually
reserve material on created transport tasks, however you can manually un-reserve
material on created transport task.
- If the 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.
- The customer order line cannot be for an MRO (Maintenance Repair and
Overhaul) object. You cannot manually reserve MRO items, but must instead
follow the MRO process flow to reserve MRO items.
- For customer orders, if you want to use multiple units of measure when
entering the quantities to make reservations, the inventory part must have
been connected to an input UoM group, and the Sales Usage Allowed
option on one or more of the input UoMs (belonging to that input UoM group)
must have been enabled.
- For customer orders, if you want to reserve parts from the project inventory,
the order line must have been connected to a project.
- When making reservations for a handling unit, its the complete handling
unit that is reserved with all of its content.
- Handling units shown in this page are only those that could be completely
reserved considering the quantity required. Handling units are sorted so
that largest available handling unit is shown at the top of the list.
- On the handling unit tab it is default to only show the top and outermost
handling units as these are the easiest to handle. It is possible to also
view other handling units, even those that are further down in the structure
but it means that the handling unit structure will be changed when picking/delivering
parts.
System Effects
- The stored sales parts are reserved for this particular source object
and shipment at the desired inventory location.
- For customer orders, the system has not checked whether the customer
has exceeded his or her credit limit.
- The system has not checked whether back orders are allowed.
- Customer order package parts are not kept as a unit.
- When manual reservations are made for an order, the flow will not automatically
continue, even though it might be specified in the order type. The next
step, Create Pick List, must also be manually performed.
- When manual reservations are made for a shipment, the shipment flow
will not continue automatically, even though it might be specified in the
shipment type. Any optional events connected to the reservation in the shipment
type will not be executed.
- When reserving a customer order line with a connected supply pegging,
the reservation will override the connected pegging. So, when the pegged
supply order is received into stock, the remaining quantity to reserve will
be reserved from the incoming supply, and the rest of the goods will be
available in stock for other demands. However, if more than one supply is
pegged to the same demand, you will be notified to manually adjust the pegging
before the reservation can be performed.