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 issued 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 issued 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.

Prerequisites

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

System Effects

As a result of this activity, 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

Related Window Descriptions

Shop Order
Reserve Shop Order
Inventory Part Location

Procedure

  1. Right-click and then click Reserve. The Reserve Shop Order dialog box appears.
  2. 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.
  3. To perform an availability check for the material, open the Inventory Part/Misc Part Info tab. In the Control Values area, select the check box Availability Check. Reopen the Reserve Shop Order dialog box, then select the check box Availability Check.
  4. Select the Print Pick List check box to automatically print a pick list for the shop order.
  5. Click OK.