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:
- Reserve to Parent Order Component – The material on a
component is reserved to parent item's shop order plan/purchase order plan.
- Do not Reserve – The stock remains in the project
inventory for Project MRP and standard inventory for MRP until it is
reserved and issued.
- Reserve to Shipment – The received material is reserved
to the shipment plan.
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 component should have been added with shop order plans or
purchase order plans.
- Auto reservation setting on components shop order plan
and purchase order plan, should have been set to Reserve
to Parent Order Component option.
The following is valid when material on a component is reserved to parent
item's purchase order
plan:
- The component should have been added with purchase order
plans.
- Auto reservation setting on components purchase plan, should have been set to
Reserve to Parent Order Component option.
The following is valid when reserving material to a shipment plan:
- A shipment plan should have been created for the item together with
either a shop order plan or a purchase order plan.
- Auto reservation setting, on the item's shop
order plan and purchase order plan, should have been set to Reserve
to Shipment option.
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:
- Shop Order Plan/Shop Order tab and the
Reserved Quantity field.
- Purchase Order Plan/Purchase Components and
the Reserved Quantity field.
- Shipment Plan/General tab and the
Reserved Quantity field.
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:
- Open the Project Deliverables Navigator window and populate it with
values.
- Expand the structure and navigate to an item's component, and select Shop Order Plan or
Purchase Order Plan.
- Set Auto Reservation to
Reserve to Parent Order Component.
- Save the changes.
Reserving material on a component to parent purchase order plan:
- Open the Project Deliverables Navigator window and populate it with
values.
- Expand the structure and navigate to an item's component, and select
Purchase Order Plan.
- Set Auto Reservation to
Reserve to Parent Order Component.
- Save the changes.
Reserve material to a shipment plan:
- Open the Project Deliverables Navigator window and populate it with
values.
- 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.)
- Set Auto Reservation to Reserve To Shipment.
- Save the changes.