Reserve Operation Linked Material
Explanation
Use this activity to reserve material linked to a specific operation. By
linking material to the operation where it is utilized, you avoid the need
to reserve
material excessively in advance. This ensures that material is not locked up for
an unnecessarily lengthy period.
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 to reserve.
- If the supply code is Project Inventory, only project
inventory belonging to the project connected to the shop order is available
to reserve. 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
field on the Work Center page is considered when automatically reserving/issuing material. This value
determines how the reserve/backflush of material is allowed from locations other
than the work center inbound locations.
If the Shared Location option is enabled on the Locations tab of the
Work Center page, material
can be reserved/issued to any demand. If disabled, only the material demands
from operations that are connected to the work center will be allowed to reserve/issue
material from this location.
If Auto Replace to Alternate upon Reservation is enabled
for the part on the Manufacturing tab on the
Inventory Part page, the logic will replace and
reserve as much as available of the alternate component(s) before reserving
the remainder of the main component.
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 operation linked material from:
- Shop Order, Shop Orders,
Production Line Management/Shop Orders, and Shop Floor
Workbench pages. Select the required shop order(s), click
Material Actions and then Reserve. Disabled the Reserve
Non Operation Material option and enter the operation number for
which you want to reserve material in the Operation No field.
- Shop Order Operations or Shop Order/Operations
pages. Select the operation for which you want to reserve
material and click Reserve Operation Material.
If the operation has been split, select the Reserve to All Split
Operations if you want to reserve the quantity required for all split
operations. Otherwise, only the quantity required for the entered operation is
reserved.
If you want to create a pick list for the shop order, enable Create
Pick List.
Prerequisites
- This activity requires that a material line is linked to an operation.
This is displayed on the
Shop Order/Material
tab.
- Enough unreserved material should be available in stock.
- The shop order is in at least status Released.
- The reserved serial number may not be a VIM object, equipment
object, or a plant design object.
System Effects
- The system reserves the material connected
to an operation up to its required quantity.
- 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 Auto Replace to Alternate upon Reservation is
enabled for the part on the Manufacturing tab
on the Inventory Part page, the logic will
replace and reserve as much as available of the alternate component(s)
before reserving the remainder of the main component.
- 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 changed to Reserved.
- 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.
- Issue from the location identified for the shop order component.
- Inbound locations for the identified work center location for the operation
associated with the component, if any.
- From where the value in the Location Type field is Floor Stock.
- From where the value in the Location Type field is Picking.
B. If A was not fulfilled and the supply code is Project Delivery.
- Try to reserve components from the demand activity sequence using the
project delivery structure.
C. If A or B was not fulfilled, look for project inventory connected to a
different activity, but belonging to the same project.
- Issue from the location identified for the shop order component.
- Inbound locations for the identified work center location for the operation
associated with the component, if any.
- From where the value in the Location Type field is Floor Stock.
- From where the value in the Location Type field is Picking.