Reserve Supplier Shipment Manually

Explanation

This activity is used to manually reserve rental parts to be returned to suppliers. For serial and lot-tracked parts you can only reserve the specific serials or lots that you have received from the corresponding purchase order.

In Supplier Shipment, select the Reserve Manually option to reserve the desired quantity of parts from a specific inventory location. Note that only one shipment line at a time can be reserved manually.

The quantity to reserve field of the Manual Reservation dialog box shows how many parts remain to be reserved. The lower part of the dialog box shows all the inventory locations where the part is stocked and the available quantity at each. In the Reserved Quantity field for the appropriate inventory location, specify how many parts to be reserved. Confirm the reservation by clicking OK.

You can also remove a reservation by entering a less quantity in the Reserve Qty field.

If the purchase order was initiated from a project miscellaneous rental demand and if the received parts were already reserved to the project demand line, then it will show the quantity reserved to specific project demand line on the Proj Res Qty field. You can move the reservation from the project demand line to supplier shipment line by entering the quantity in the Reserved Qty field.

Reservations may be un-reserved or changed at any time until you pick the supplier shipment.

Prerequisites

• The supplier shipment header and at least one rental return line must have been created for inventory part.
• The supplier shipment header status must be in Created or Reserved status.
• The parts must be available in stock.

System Effects

• Inventory parts will get reserved to supplier shipment line and the reserved quantity will be indicated in the supplier shipment line level.
• If there exists many supplier shipment lines, and if at least one line gets reserved, the header status will be changed to Reserved. 
• If the purchase order was initiated from a project miscellaneous rental demand and if the received pats were already reserved to project demand line, then the reservation will be moved from project demand line to supplier shipment line and the value in the Proj Res Qty field will be reduced accordingly.

Window

Supplier Shipment

Related Window Descriptions

Supplier Shipment
Manual Reservation

Procedure

1. Open the Supplier Shipment window.
2. Select a shipment line that you want to reserve manually.
3. Select the Reserve Manually function in the Operation menu. The Manual Reservation dialog box will pop up. 
4. In the line for the proper inventory location, enter the quantity that you want to reserve in the Reserved Qty field. You can see the quantity to be reserved in the Qty to Reserve field.
5. Confirm the reservations by clicking OK.