Managing Reservations—Exercises

IMPORTANT
If you are a student, it is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Purpose: The purpose of this exercise is to create stored sales parts and receive them into inventory in order to use them in the main exercises.

Enter Customer

Windows:
Customer

  1. Enter C.S.C. Oslo as the customer with XX-1001 as the customer number.
  2. Enter C.S.C. Paris as the customer with XX-1002 as the customer number.
  3. Enter C.S.C. New York as the customer with XX-1000 as the customer number.

General exercise for Customer

Create Stored Sales Parts

Windows:
Sales Part
 Inventory Locations
Inventory Part
 Receive Inventory Part

  1. Enter Street Car as the sales part and XX-18-300 as the sales part number.
  2. Enter Race Car the sales part and XX-18-100 as the sales part number.
  3. Enter Ferrari Car the sales part and XX-18-350 as the sales part number.
  4. Create relevant inventory locations.
  5. Create corresponding inventory parts.
  6. Receive a sufficient number of parts of each into stock.

General exercise for Sales Part
General exercise for Entering Inventory Locations
 General exercise for Minimal Inventory Part
General exercise for Receive Inventory Part

Required Data

Entering Customer Order for Manual Reservations

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Windows:
Customer Order

Note: Before you start, verify that the available inventory quantity for your selected part is sufficient, e.g., > 20 pieces.

  1. Enter a customer order with C.S.C. Oslo (XX-1001) as the customer and a wanted delivery date in a month's time. Select NO as the order type. Use your user ID as the coordinator. Note the order number: __________.

  2. Enter an order line with five pcs of the sales part Race Car (XX-18-100).

  3. Enter an order line with three pcs of the sales part Street Car (XX-18-300).

  4. Release the customer order.

Entering Customer Order for Priority Reservations

Windows:
Customer Order

  1. Enter a customer order with C.S.C. Paris (XX-1002) as the customer and a wanted delivery date in a month's time. Select PRI as the order type. Use your user ID as the coordinator. Note the order number: __________.

  2. Enter an order line with five pcs of the sales part Race Car (XX-18-100).

  3. Release the customer order.

Note: The ordered quantity cannot exceed the part's available inventory quantity.

Entering Customer Order for Reserve Customer Order

Windows:
Customer Order

  1. Enter a customer order with C.S.C. New York (XX-1000) as the customer and a wanted delivery date in a month's time. Select NO as the order type. Use your user ID as the coordinator. Note the order number: __________.

  2. Enter an order line with five pcs of the sales part Ferrari Car (XX-18-350).

  3. Release the customer order.

General exercise for Entering Customer Order

Main Exercises

Purpose: To understand how to perform manual reservations, priority reservations, and reserve orders.

Windows:
Customer Order
Manual Reservations for Customer Order Line
Sales Basic Data/Order Types
 Reserve Customer Orders
Reserve Customer Order Lines

Manual Reservations

The Manual Reservations for Customer Order Line window is used to manually reserve the parts indicated on the order lines. The supply code has to be Inventory Order. Manual reservations can be done when entering the customer order lines by either pointing to Operations in the Customer Order window or by searching for the order lines in the Manual Reservations for Customer Order Line window. Entering the quantity of the part to reserve in the Qty Reserved field physically reserves the part for the order line. You cannot reserve more parts than the quantity indicated on the order lines.

Note: Before you start, verify the available inventory quantity for your selected part is sufficient, e.g., > 20 pieces.

  1. In the Customer Order/Order Lines tab, select an order line of the order you created for this exercise, and right-click and then click Manual Reservations. The Manual Reservations for Customer Order Line window will appear.
  2. Enter a quantity to reserve in the Qty Reserved field.
  3. Try to change some of your reservations.

Note: Only sales parts with available inventory qty exceeding the required quantity can be reserved. Reservations can be changed provided a pick list has not been generated.

  1. Right-click on the order line and then click Order Line Details/Order Line History. The Order Line History window opens.
  2. Study the changes made on the order lines.

Priority Reservations

Priority reservation means that the reservation is executed immediately upon order line entry. It is assumed that all the ordered parts can be reserved immediately.

Note: It is very important that the order type used in the exercise is defined with Priority Reservation.

  1. Study the customer order you created for this exercise in the Customer Order/Order History window. Is the customer order reserved?

Reserve Customer Orders

Reserve Customer Orders can be used to do the reservation for the whole customer order, while doing the credit check, backorder check and full payment of advance invoices check for the whole customer order.
You can view customer orders that are not totally reserved, initiate reservations, reserve orders manually.

  1. In the Reserve Customer Orders window, query for the customer order you created for this exercise.
  2. Select one or more than one of you orders and right-click and then click Reserve. A dialog box will appear.
  3. The system will automatically reserve the whole order.
  4. If you did not succeed in reserving the customer order, try to figure out why.
  5. Review the quantity on hand in stock for the parts that you have been reserving.
  6. Review the inventory details in any of the following windows:

Reserve Customer Order Lines

You can view customer order lines that are not totally reserved, initiate reservations, reserve order lines manually, and measure order lines with backlog.

  1. In the Reserve Customer Order Lines window, search for the customer order you created for this exercise.

Note: The due date on the customer order line must be equal to Sysdate (Today). To view the due date, right-click on the order line and then click Inventory Part Availability Planning.

  1. Select one of your orders, and right-click and then click Reserve. A dialog box will appear.
  2. The system will automatically reserve the whole order either on a FIFO basis or based on putaway zone ranking (depending on site setup) where inventory exists.
  3. If you did not succeed in reserving the customer order, try to figure out why.
  4. Review the quantity on hand in stock for the parts that you have been reserving.
  5. Review the inventory details in any of the following windows: