Reserve Shop Order Automatically

Explanation

This activity is used to reserve material automatically for an entire shop order. When you reserve material automatically, the material is reserved from an inventory location that is selected according to a certain priority order, such as FIFO (First In, First Out). This principle is not used if the material has an expiration date. In that case, the material with the earliest expiration date is reserved first. When reserving material automatically, you also can specify a date to which reservations are made. (Material does not need to be reserved all at once, only the materials needed up to that particular date). The date determines how far in time the availability check should extend.

Note: If the required components are available from a single lot/batch, then only the materials are reserved automatically for a multilevel repair shop order.

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 at the Work Center window is considered when automatically reserving material. This value determines how the reserve/backflush of material is allowed from locations other than work center inbound locations.

If the Shared Location check box is selected in the Location tab of the Work Center window, material can be reserved/issued to any demand. If not selected, only the material demands from operations that are connected to the work center will be allowed to reserve/issue material from this location.

Prerequisites

This activity requires that the shop order is at least in the Released status.

System Effects

• The system reserves material for a shop order. The shop order's status changes to Reserved. The status of the material lines also changes to Reserved.
• When reserving material to a shop order that has pegged material line(s), the automatic reservation will reserve only the quantity that is not pegged.

Window

Shop Order
Shop Orders

Related Window Descriptions

Shop Order
Reserve Shop Order
Inventory Part Location
Shop Orders
Select Visualization

Related Visualization Chart Descriptions

Shop Orders Material Availability Summary
Shop Orders Material Availability

Procedure

To reserve shop orders using the Shop Order window:

1. Open the Shop Order window
2. Right-click, point to Material Actions and then click Reserve. The Reserve Shop Order dialog box is opened.
3. In the Reserve Shop Order dialog box, type the final date for the material reservation in the Reserve to Date field. This date determines how far ahead the availability check should extend.
4. Select the Print Pick List check box to automatically print a pick list for the shop order.
5. Click OK.

To reserve shop orders using the Visualization View:

1. Open a visualizer enabled window and query for the site needed.
2. If the Data View is displayed, click Visualization View on the title bar.
3. Right-click and click Select Visualization. The Select Visualization dialog box is opened.
4. Double-click Shop Orders Material Availability Summary or Shop Orders Material Availability.
5. Select any bar/segment except those with the Completely Reserved material availability type.
6. Right-click and click Reserve Shop Orders if the right mouse button option is enabled.