Make Manual Reservations

Explanation

Whenever you are selling 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. Reservations may be changed at any time until a pick list has been generated.

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.

Apart from making a manual reservation you can also un-reserve or change the reservation for parts already reserved.

You can perform all these actions for single-handled parts as well as for pallet-handled ones. The procedures are similar but not identical.

When changing the reservation for pallets, you can reduce the quantity to deliver by un-reserving pallets. You can also, for example, un-reserve one pallet and reserve another for the same order.

If you want to change the status of the order from Reserved to Released it is possible to do this in Manual Reservations for Customer Order Line. For single handled parts, query for the order in question, and enter zero (0) in the Qty Reserved column in the lower part of the window. The order changes back to the Released status when saved. For pallet-handled parts, query for the order in question, select the Pallet tab and clear  the check box in the Reserved column. 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.

You can perform this action for single-handled parts only. The pallet-handled parts will not be considered for manual reservation.

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 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 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
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 Manual Reservations for Customer Order Line

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 column.
   
   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 click Reserve in the Operations menu.
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 select Un-reserve in the Operations Menu.
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 click Unreserve in the Operations menu.
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 click Reserve in the Operations menu.
5. Save the information.