Make Manual Reservations

Explanation

Whenever you are selling or renting out stored sales parts, you can choose to reserve the parts manually or automatically, either upon entry of the customer order or just before the due date.

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 customer order. 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 order line or shipment line depending on if you reserve for the order line or the shipment line. If the quantity of an order line is connected to a shipment, the reservation is done per order line and shipment. If not, it is just per order line.

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.

Reservations may be un-reserved or changed at any time until a pick list has been generated. You can perform these actions for single-handled parts as well as for pallet-handled ones. The procedures are similar but not identical.

You can use this procedure whenever you want to reserve order 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.

If you no longer want to pick and deliver the entire reserved quantity, it is possible to change this in the Manual Reservations for Customer Order Line window. For single handled parts, query for the order in question and enter the required quantity in the Qty Reserved field in the lower part of the window. Save, and the quantity you do not want to pick is no longer reserved. For pallet handled parts, query for the order in question, select the Pallet tab and select the check box in the Reserved field. Save when completed.

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. 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

• The customer order header and at least one order line must have been entered.
• The parts must be available in stock.
• 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.
• To change a reservation or un-reserve a part, the order or order line must have been reserved.
• 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.
• 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 check box on  one or more of the input UoMs (belonging to that input UoM group) must have been selected.
• If you want to reserve parts from the project inventory, the customer order line must have been connected to a project.

System Effects

• The stored sales parts are reserved for this particular order and shipment at the desired inventory location.
• 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.
• Package parts are not kept as a unit.
• When manual reservations are made the order 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 reserving an 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.

Window

Customer Order
Manual Reservations for Customer Order Line
Reserve Customer Order Lines
Quick Order Flow Handling

Related Window Descriptions

Customer Order
Customer Order/Order Lines
Customer Order/Rental Order Lines
Manual Reservations for Customer Order Line
Manual Reservations for Customer Order Line/Single
Manual Reservations for Customer Order Line/Pallet
Package Structure
Reserve Customer Order Lines
Quick Order Flow Handling
Input UoM Parameters

Procedure

Open the Manual Reservations for Customer Order Line window.

Reserve single-handled parts:

1. In the Single tab, select the line where the appropriate location is displayed.
2. Enter the quantity to be reserved in the Qty Reserved field.
   
   Note: If the Input Group check box on the header is selected, you can enter the quantities of parts to reserve, in the input unit other than the inventory unit of measure. You can select an input UoM from the Input UoM list, and then enter the parameters either in the Input Qty field or the Input UoM Parameters window. Please refer to the activity Select Input UoM and Enter Parameters.
   
3. Save the information to complete the reservation.

Note: If the reserved part is serial-tracked at receipt and issue but not serial tracked in inventory, no specific serial numbers will be reserved. Right-click and then click Identify Serials if there is a need to identify the reserved serial numbers.

Reserve pallet-handled parts:

1. In the Pallet tab, select the appropriate line of pallets available for reservation and pallets already reserved for the order line, each with a pallet ID.
2. Reserve the pallet by selecting the Reserved check box in the corresponding line. Alternatively, you can select the appropriate line, right-click in the lower part of the window, and then click Reserve.
3. Save the information.

Un-reserve single handled parts:

1. In the Single tab, select the line that has already been reserved.
2. Enter the quantity 0 (zero) in the Qty Reserved column.
3. Save the information to complete the release (un-reservation).

Un-reserve pallet-handled parts:

1. In the Pallet tab, select the line of pallet that has already been reserved.
2. Unreserve the pallet by clearing the Reserved checkbox in the corresponding line. Alternatively, you can mark the appropriate line, right-click in the lower part of the window, and then click Unreserve.
3. Save the information.

Change reservation of single handled parts:

1. In the Single tab, select the line that has already been reserved.
2. Enter the new quantity to be reserved in the Qty Reserved column. For example, if you have previously reserved 10 parts and now only want 8 parts to be reserved, indicate 8 parts instead of 10 in the Qty Reserved column.
3. Save the information to complete the change of reservation.

Change reservation of pallet-handled parts:

1. In the Pallet tab, select the line of pallet that has already been reserved.
2. Un-reserve the pallet by clearing the Reserved check box in the corresponding line. Alternatively, you can select the appropriate line, right-click in the lower part of the window, and then click Unreserve.
3. Select the line of the new pallet(s) to be reserved.
4. Reserve the pallet by selecting the Reserved check box in the corresponding line. Alternatively, you can select the appropriate line, right-click in the lower part of the window, and then click Reserve.
5. Save the information.