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.