Reserve Customer Orders

Explanation

You can reserve parts automatically in four ways: line-by-line, order-by-order, shipment-by-shipment, or via a batch job. When reserving automatically the system will try to reserve the ordered quantity from the inventory location with the earliest expiration date or the earliest receipt date. 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.

Use this activity to automatically reserve full customer orders (one or multiple orders at a time). All customer orders containing unreserved material are displayed. 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.

Prerequisites

• The customer order header and at least one order line must have been entered and released
• 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, 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 are reserved for the particular order(s) and shipment(s).
• For rental lines, parts 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.

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.