Reserve Customer Orders

Explanation

Use this activity to reserve parts or handling units from inventory for customer order(s). All customer orders containing unreserved material are displayed. The reservation will be done according to the automatic reservation logic i.e. according to rules configured for FIFO, zone ranking, handling units etc. This is described in detail in the About Reservation Management. In addition to reserving with the automatic reservation logic order-by-order, you can do this line-by-line, shipment-by-shipment, or via a batch job. The line-by-line reservation is performed in the Reserve Customer Order Lines window. The batch job is performed in the Create Customer Order Reservations window. The shipment-by-shipment reservation is performed in the different shipment windows.

If handling units are considered the reservation logic will try to reserve full handling units - this is setup in window Site/Inventory/Automatic Reservation. Note that actual reservation still is made on the inventory part in stock record but the reservations try to reserve complete handling units when considering content.

If the quantity of an order line is connected to a shipment, the reservation is done per order line and shipment. If the quantity is connected to several shipments, the oldest shipment will be reserved first. The quantities connected to shipments are reserved before any remaining quantity not connected to any shipment is reserved.

Prerequisites

• The customer order header and at least one order line must have been entered and released
• The parts/handling units must be available in stock. Note that created transport tasks with destination move to inventory, can be considered as available to reserve depending on configuration on the site.
• If you want to reserve customer order rental lines, parts with rental ownerships must be available in inventory.
• If the customer order is created for the delivery of an exchange component or a repair part and a serial number and/or lot/batch number has been defined on the purchasing side, that specific serial and/or lot/batch must be available in stock.
• If you want to reserve parts/handling units from project inventory, you should have set the supply code on the customer order line to Project Inventory  (i.e., the customer order line must have been connected to a project activity).

System Effects

• The stored sales parts/ handling units are reserved for the particular order(s) and shipment(s).
• For rental lines, parts/handling units with the same ownership as on the rental line will be reserved.
• A shortage will occur when the full quantity cannot be reserved for the order line.
• The system will check if the customer(s) has exceeded his or her credit limit.
• The system will perform the full advance invoice payment control.
• The system will check the partial reservation option allowed for the customer order(s).
• The system will not handle expired parts.
• Once a non-inventory part has been reserved, the system will regard it as ready to be delivered.
• For order lines connected to a shipment, any optional events, defined to be executed at reservation in the shipment flow, will be triggered. Then the next event in the shipment flow will be triggered if the shipment type allows this.
• If reservation from created transport task is enabled and material from a created transport task is reserved, then the system tries the best to keep the reserved material on the same transport task. This will be possible when you have complete handling units on the transport task or when the entire stock record is included on the transport task, otherwise the reserved material is removed from the transport task.

Window

Reserve Customer Orders
Quick Order Flow Handling

Related Window Descriptions

Reserve Customer Orders
Quick Order Flow Handling
Reserve Customer Order Lines
Create Customer Order Reservations
Customer Order Line Reservations Analysis

Procedure

1. Open the Reserve Customer Orders window.
2. Select the order(s) you want to reserve via the Populate or Query function.
3. Right-click, select Reserve and click OK on the confirmation message that appears.