Reserve Material

Explanation

Use this activity to automate reservation of materials in inventory. Reservations can be done manually or automatically and this document described the latter. How the reservation should be processed is controlled by a setting, called Reserve at Reciept. The Reserve at Reciept setting is available on shop order plans and purchase order plans. These are the possible options for the Reserve at Reciept setting:

Prerequisites

Project activity should have been released and planning items should have been created.

The following is valid when material on a component is reserved to parent item's shop order plan:

The following is valid when material on a component is reserved to parent item's purchase order plan:

The following is valid when reserving material to a shipment plan:

System Effects

The reserved material will be automatically added in planning items Reserved Quantity field, once the material is received into the inventory. The material can be received once the supply request is created and shop order/purchase order is fully processed:

The reserved quantity fields on planning items are found in the following places:

Window

Project Deliverables Navigator

Related Window Descriptions

Project Deliverable Navigator/Purchase Order Plan/Shop Order Materials
Project Deliverable Navigator/Purchase Order Plan/Purchase Components

Procedure

Reserving material on a component to a parent shop order plan:

  1. Open the Project Deliverables Navigator window and populate it with values.
  2. Expand the structure and navigate to an item's component, and select Shop Order Plan or Purchase Order Plan.
  3. Set Auto Reservation to Reserve to Parent Order Component.
  4. Save the changes.

Reserving material on a component to parent purchase order plan:

  1. Open the Project Deliverables Navigator window and populate it with values.
  2. Expand the structure and navigate to an item's component, and select Purchase Order Plan.
  3. Set Auto Reservation to Reserve to Parent Order Component.
  4. Save the changes.

Reserve material to a shipment plan:

  1. Open the Project Deliverables Navigator window and populate it with values.
  2. Expand the structure and navigate to an item's Shop Order Plan or Purchase Order Plan. (Also make sure that the item has a shipment plan.)
  3. Set Auto Reservation to Reserve To Shipment.
  4. Save the changes.