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.