Reserve Shipment Order Lines

Explanation

This activity is used to reserve the order lines connected to the shipment. You can reserve connected order lines either manually or automatically. Reserving the connected order lines manually means that you decide how many parts will 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. However, 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. Apart from making a manual reservation, you can also unreserve or change the reservation for parts already reserved. 

The automatic reservation on the other hand will enable you to reserve many lines at the same time. When reserving as a background job, it will try to reserve the ordered quantity from the inventory location with the earliest expiration date or the earliest receipt date. When reserving many lines at the same time, the system automatically reserves a number of parts as compared to manual reservation where you decide how many parts to reserve. 

Prerequisites

• At least one order line must have been connected to the shipment in the Released status. 

System Effects

• The order lines connected to the shipment in the Released and Reserved status, will be reserved.
• A shortage will occur when the full quantity cannot be reserved.

Note: Order lines in the Reserved status refers to the order lines that did not have the full quantity reserved before. 

Window

Shipment

Related Window Descriptions

Shipment
Shipment/Connected Order Lines

Procedure

To reserve all the connected order lines:

1. Retrieve the shipment for which you want to reserve all the connected order lines, by using the Populate or Query function.
2. In the shipment header, right-click and then click Reserve.
3. Click OK to run the reservation as a background job. 

To perform manual reservation of the connected order lines:

1. Retrieve the shipment for which you want to reserve the connected order lines manually, by using the Populate or Query function.
2. Click the Connected Order Lines tab to view all the order lines that are connected to the shipment.
3. Mark the order line that is in the Released status, for which you want to perform manual reservation.
4. Right-click on the marked order line and then click Manual Reservations.
5. On the Single tab, select the line on which the appropriate location is displayed.
6. Enter the quantity to be reserved in the Qty Reserved field.
7. Click Save to complete the reservation.