Auto Reservation of Tools / KITs / Parts

Explanation

This activity automatically reserves available stock against aviation maintenance material lines so technicians do not have to reserve tools, KITs, and parts by hand. It is a general process of 7.46.7.1 Transfer to Production. See Line Maintenance Planning, Commit Work Package, and Publish Work Package.

Tools, KITs, and parts use the same material-line reservation flow. The system distinguishes the item by inventory class and part use, not by a separate reservation engine.

Item How it is identified Reservation behavior
Parts Inventory class such as batch, serialized, tracked, or assembly Same auto-reservation path
KITs Inventory class KIT Same path. KIT structure (serialized and batch contents) is used when reporting availability back to CAMO.
Tools Part use TOOLS on the aviation tool definition Same flags, reservation windows, and material-line reservation

When auto reservation runs

Auto reservation can run in two ways.

When a part request arrives from CAMO

This is the typical path for tools, KITs, and parts requested on a task:

  1. CAMO sends a part request (create or update).
  2. IFS Cloud creates the work-task material requisition and line or lines.
  3. Alternate parts from the part group are stored as interchangeable parts on the line.
  4. After all lines in that message are created, auto reservation runs for each new line.

Serialized, KIT, assembly, and tracked items are stored with their material-request quantity. Batch items use the requested quantity. After that, they all go through the same auto-reservation procedure.

Scheduled database task

The Execute Auto Reservation of Aviation Maintenance Material Lines database task is the catch-up and bulk path. The SITE parameter identifies the site. The default value is %. In practice, schedule the task per site.

The job scans open aviation material lines on that site where:

Each eligible line uses the same flags and reservation-window checks as the inbound part-request path. Use the scheduled task for lines added later, or for lines that were outside the window when they were created and later enter the window.

Reservation windows

A line is in the reservation window when the required date is still in the future, and the number of days from the site date to the required date is within the window.

Parameter Default Used when
LINE_MAINTENANCE_AUTO_RESERVATION_WINDOW 3 days Line (non-heavy) work packages
HEAVY_MAINTENANCE_AUTO_RESERVATION_WINDOW 7 days Heavy maintenance work packages

Part, tool, and KIT flags

Set these flags on the Aviation Part Details or Aviation Tool Details page. Auto reservation runs only when both flags are cleared.

Flag Meaning
Prevent Auto-Reservation If selected, this item is never auto-reserved. The part request stays open in CAMO with status PROPEN for manual handling.
Controlled Reservation If selected, auto reservation is skipped. Stock must be reserved manually.

How each eligible line is processed

Lines are processed by required date, soonest first.

  1. Availability. Available quantity is calculated from on-hand, already reserved, in-transit, and projected supply and demand. Standard or project inventory is used depending on the line.
  2. If the primary part is short. Interchangeable (alternate) parts defined on the master part are checked. Alternate material lines are created for the quantity each alternate can cover. If demand is still short, remote sourcing is tried (other sites, remote warehouses, inter-company, and suppliers). If a remote source can deliver by the required date, a shipment order is created from the supply site to the demand site.
  3. Reserve stock. The parent material line is reserved through the standard work-task material reservation. Any interchangeable lines created in the previous step are reserved the same way. If stock is insufficient, the line is partially reserved and a remaining-quantity information message is raised. Auto reservation does not issue material.

When auto reservation is skipped

IFS Cloud does not reserve the line if any of the following is true:

If the line is linked to a CAMO part request, the request is published with status PROPEN so it stays open for manual reservation. See Find and Reserve Inventory in Maintenix.

Prerequisites

Procedure

This activity runs automatically. You set up flags, windows, and the optional scheduled task. You do not start reservation from the work package.

Enable auto reservation for a tool, KIT, or part

  1. Open the Aviation Part Details or Aviation Tool Details page.
  2. Clear Prevent Auto-Reservation and Controlled Reservation.
  3. Set LINE_MAINTENANCE_AUTO_RESERVATION_WINDOW and HEAVY_MAINTENANCE_AUTO_RESERVATION_WINDOW to the planning horizon you want.
  4. Confirm that stock, an interchangeable part, or a remote source exists at the demand site.
  5. Let CAMO part-request creation trigger reservation, or schedule the auto-reservation database task for the site.

Force manual reservation

For high-value or controlled items, select Controlled Reservation or Prevent Auto-Reservation on the aviation part or tool definition. The part request then stays open for manual reservation.

Schedule the catch-up job

  1. Open the New Database Task Schedule assistant.
  2. In the Database Task field, select Execute Auto Reservation of Aviation Maintenance Material Lines.
  3. Set the SITE parameter to the site to process.
  4. Set how often the database task should run in Set Schedule.

System Effects