Reserve Customer Order, Batch Per Site
Explanation
Use this activity to reserve many order lines as a batch per site, either directly or schedule the task as a
background job. All customer order lines containing unreserved material are taken into consideration. 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 as a batch per site, you can do this line-by-line,
order-by-order or shipment-by-shipment. The order-by order reservation is performed on the Reserve Customer
Orders page. The line-by-line reservation is performed on the Reserve Customer Order Lines 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.
The Default feature enables you to use the default settings. Default settings are derived from the
Database Tasks page set by the administrator.
If you no longer want to pick and deliver the entire reserved quantity, it is possible to change this on the
Manual Reservations for Customer Order Line page. For parts, query for the order in question and enter the required
quantity in the Qty Reserved field. Save, and the quantity you do not want to pick is no longer
reserved.
Prerequisites
- The customer order header and at least one order line must have been entered and released.
- The parts 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 you want to reserve customer order rental lines, parts with rental ownerships must be available in
inventory.
- 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, the customer order line must have been connected to a
project.
System Effects
- The stored sales parts will be automatically reserved for the customer orders and shipments with appropriate
planned ship dates.
- For rental lines, parts with the same ownership as on the rental line will be reserved.
- If you have scheduled the task as a background job, the task will be automatically performed based on the
specified selection criteria.
- If the Reserve all the lines in CO option has been enabled in the Additional Parameters dialog
box, and if at least one line of an order satisfies the entered parameters, then all the other lines in the
customer order will get reserved. The due date and other parameters will not be considered when selecting other
lines for reservation. The order lines in that customer order will be kept as one unit.
- A shortage will occur when the full quantity cannot be reserved for the order line.
- The system will check whether the customer has exceeded his or her credit limit.
- The system will check whether all connected advance invoices are fully paid.
- The system will check whether partial reservations are allowed for the customer and reservations will be done
according to the backorder option selected on the customer order.
- 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.
- When the availability is not sufficient and backorders are allowed with the option Allow Partial Deliveries
of Lines and Incomplete Package, a fair share allocation of the quantity is performed, to distribute the quantity
in a fair way. First it tries to satisfy the demands of partially delivered orders. If the quantity is still
available, the system then tries to reserve the material starting with order lines with a passed due date (the
older the due date the higher the priority). If the quantity is still available, subsequent reservations are made
according to quantity proportions and customer priority (priority 1 is higher than 2, etc). All orders are
reserved such that the order with the earliest planned ship date is reserved first.
- For order lines connected to a shipment, the next event in the shipment flow will be triggered if the
shipment type allows this. When reserving with this activity, any optional events, defined to be executed at
reservation in the shipment flow, will not be triggered.
- 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.