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 using Reserve and Pick Handling Unit functionality, the selected handling units will be
reserved and picked into shipment inventory in one go, a pick list will be automatically created and
reported.
- 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.