Reserve Operation-Linked Material

Explanation

Use this activity to reserve material linked to a specific operation. By linking material to the operation where it is used, you avoid having to reserve material too far in advance. This ensures that material is not locked up for an unnecessarily lengthy period.

The supply code of the selected material lines is considered when reserving material.

• If the supply code is Inventory Order, only standard inventory is available to reserve. 
• If the supply code is Project Inventory, only project inventory belonging to the project connected to the shop order is available to reserve. If possible, parts belonging to the connected project activity are reserved.

The value in the Reserve/Issue Method field of the shop order material line is considered when automatically reserving/issuing material. This value determines how to reserve/issue material to the shop order.

For operation connected material, the option selected in the Outside Reserve/Backflush field in the Work Center window is considered when automatically reserving/issuing material. This value determines how the reserve/backflush of material is allowed from locations other than the work center inbound locations.

If the Shared Location check box is selected in the Location tab of the Work Center window, material can be reserved/issued to any demand. If not selected, only the material demands from operations that are connected to the work center will be allowed to reserve/issue material from this location.

If the shop order is connected to a batch balance ID and the check box Allow reserve and issue from lot/batches outside the batch balance is selected in Site/Extended Site Info/Manufacturing/General tab, reservation of the component which the preceding balanced shop order is supplying is limited to the lot/batch numbers received from this shop order. Note: The shop order is limited to reserve supply received from the preceding shop order, however any other shop order without a connection to a balance ID is allowed to reserve the same material.

Prerequisites

• This activity requires that a material line is linked to an operation. This is displayed in the Shop Order/Material tab.
• Enough unreserved material should be available at stock.

System Effects

As a result of this activity, the system reserves the material connected to an operation up to its required quantity. If the material is available on multiple stock records, it is reserved according to the priority defined in the Site/Extended Site Info/Inventory/Automatic Reservations window.

When reserving a material line with a connected supply pegging, the automatic reservation will reserve the quantity that is not pegged.

For shop orders connected to project activities the system reserves according to the following priority:

A. Project Inventory connected to the same activity.

1. Issue from location identified for the shop order component.
2. Inbound locations for the identified work center location for the operation associated with the component, if any.
3. From where the value in the Location Type field is Floor Stock.
4. From where the value in the Location Type field is Picking.

B. If A was not fulfilled and supply code is Project Delivery

1. Try to reserve components from the demand activity sequence using the project delivery structure.

C. If A or B was not fulfilled, look for project inventory connected to a different activity, but belonging to the same project

1. Issue from location identified for the shop order component.
2. Inbound locations for the identified work center location for the operation associated with the component, if any.
3. From where the value in the Location Type field is Floor Stock.
4. From where the value in the Location Type field is Picking.

Window

Shop Order
Shop Orders
Shop Order Operations
Production Line Management

Related Window Descriptions

Reserve Shop Order Material
Shop Order
Shop Orders
Shop Order/Operations
Shop Order Operations
Production Line Management
Production Line Management/Shop Orders

Procedure

From the Shop Order, Shop Orders and Production Line Management/Shop Orders window:

1. Search for the required shop order(s), right-click, point to Material Actions and then click Reserve. The Reserve Shop Order dialog box appears.
2. Clear the Reserve Non Operation Material check box.
3. In the Operation No field, enter the operation number for which you want to reserve material.
4. If the operation has been split, select the Reserve to All Split Operations if you want to reserve the quantity required for all split operations. Else, only the quantity required for the entered operation is reserved.
5. If you want to create a pick list for the shop order, select the Create Pick List check box.
6. Click OK.

From the Operations tab on the Shop Order window or Shop Order Operations:

1. Select the operation for which you want to reserve material.
2. Right-click and then click Reserve Operation Material.
3. If the operation has been split, select the Reserve to All Split Operations if you want to reserve the quantity required for all split operations. Else, only the quantity required for the entered operation is reserved.
4. Click OK.