Reserve Customer Order, Batch Per Site

Explanation

You can reserve parts automatically in four ways: line-by-line, order-by-order, shipment-by-shipment, or via a batch job, which is most suitable when you want to reserve many lines at the same time. The order-by order reservation is performed in the Reserve Customer Orders window. The line-by-line reservation is performed in the Reserve Customer Order Lines window. The shipment-by-shipment reservation is performed in the different shipment windows.

Use this activity to reserve many order lines as a batch per site. All customer order lines containing unreserved material are taken into consideration. When reserving automatically, it will try to reserve the ordered quantity from the inventory location with the earliest expiration date or the earliest receipt date.

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.

The Default feature enables you to use the default settings. Default settings are derived from the Database Tasks window set by the administrator.

If you no longer want to pick and deliver the entire reserved quantity, it is possible to change this in the Manual Reservations for Customer Order Line window. For single handled parts, query for the order in question and enter the required quantity in the Qty Reserved field in the lower part of the window. Save, and the quantity you do not want to pick is no longer reserved. For pallet handled parts, query for the order in question, select the Pallet tab and select the check box in the Reserved field. Save when completed.

Prerequisites

The customer order header and at least one order line must have been entered and released, unless the reservation is performed in the Manual Reservations for Customer Order Line window. If so, no picking list can be created.
The parts must be available in stock.
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 from project inventory, the customer order line must have been connected to a project.

System Effects

The stored sales parts will be automatically reserved for the customer orders and shipments with appropriate planned ship dates.
For rental lines, parts with the same ownership as on the rental line will be reserved.
If you have scheduled the task as a background job, the task will be automatically performed based on the specified selection criteria.
If the Reserve all the lines in CO check box has been selected in the Additional Parameters dialog box, and if at least one line of an order satisfies the entered parameters, then all the other lines in the customer order will get reserved. The due date and other parameters will not be considered when selecting other lines for reservation. The order lines in that customer order will be kept as one unit.
A shortage will occur when the full quantity cannot be reserved for the order line.
The system will check whether the customer has exceeded his or her credit limit.
The system will check whether all connected advance invoices are fully paid.
The system will check whether partial reservations are allowed for the customer and reservations will be done according to the backorder option selected on the customer order.
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.
When the availability is not sufficient and backorders are allowed with the option Allow Partial Deliveries of Lines and Incomplete Package, a fair share allocation of the quantity is performed, to distribute the quantity in a fair way. First it tries to satisfy the demands of partially delivered orders. If the quantity is still available, the system then tries to reserve the material starting with order lines with a passed due date (the older the due date the higher the priority). If the quantity is still available, subsequent reservations are made according to quantity proportions and customer priority (priority 1 is higher than 2, etc). All orders are reserved such that the order with the earliest planned ship date is reserved first.
For order lines connected to a shipment, the next event in the shipment flow will be triggered if the shipment type allows this. When reserving with this activity, any optional events, defined to be executed at reservation in the shipment flow, will not be triggered.

Window

Create Customer Order Reservations

Related Window Descriptions

Create Customer Order Reservations
Reserve Customer Order
Handle Customer Order Shortages
Reserve Customer Order Lines

Procedure

You can either create a customer order reservation directly (procedure A), or schedule the task as a background job (procedure B).

A. To perform the customer order reservation directly:

Open the Create Customer Order Reservations dialog box.
The value of the Due Date field can be changed if necessary.
Enter a value in the Site field, or click List to select a value from the List of Values.
Click Advanced to enter additional parameters.
Select the Reserve all the lines in CO check box to reserve all the lines in a particular customer order that has an order line satisfying the criteria.
Click OK.

Note: Click Default if you want to use the default settings.

B. To schedule the customer order reservation as a background job:

Click Schedule to open the New Database Task Schedule window. Set the scheduling parameters as desired and save. Scheduled tasks can be seen in Scheduled Database Tasks window.