Reserve Shop Order Components Automatically

Explanation

This activity is used to reserve material for one or more selected material lines. All material for the lines that have not been reserved yet will be reserved. 

The supply code of the selected material lines is considered when reserving material.

• If the supply code is Inventory Order, only standard inventory is available for reservation.
• If the supply code is Project Inventory, only project inventory belonging to the project connected to the shop order is available for reservation. If possible, parts belonging to the connected project activity are reserved.

The value in the Reserve/Issue Method field of the shop order material line is considered when automatically reserving/issuing material. This value determines how to reserve/issue material to the shop order.

For operation connected material, the option selected in the Outside Reserve/Backflush at the Work Center window is considered when automatically reserving material. This value determines how the reserve/backflush of material is allowed from locations other than work center inbound locations.

If the Shared Location check box is selected in the Location tab of the Work Center window, material can be reserved/issued to any demand. If not selected, only the material demands from operations that are connected to the work center will be allowed to reserve/issue material from this location.

If the shop order is connected to a batch balance ID and the check box Allow reserve and issue from lot/batches outside the batch balance is selected in Site/Extended Site Info/Manufacturing/General tab, reservation of the component which the preceding balanced shop order is supplying is limited to the lot/batch numbers received from this shop order.

Note: The shop order is limited to reserve supply received from the preceding shop order, however any other shop order without a connection to a balance ID is allowed to reserve the same material.

Prerequisites

• This activity requires that the shop order has at least the Released status.
• There should be sufficient unreserved material in stock

System Effects

• The system reserves material for a shop order. The shop order's status changes to Reserved. The status of the selected material line or lines also changes to Reserved.
• When reserving a material line with a connected supply pegging, the automatic reservation will reserve the quantity that is not pegged.
• For shop orders connected to project activities the system reserves according to the following priority:

A. Project inventory connected to the same activity.

1. Issue from location identified for the shop order component.
2. Inbound locations for the identified work center location for the operation associated with the component, if any.
3. From the Floor Stock location type.
4. From the Picking location type.

B. If A was not fulfilled and the supply code is Project Delivery

1. Try to reserve components from the demand activity sequence using the project delivery structure.

C. If A or B was not fulfilled, look for the project inventory connected to a different activity, but belonging to the same project

1. Issue from location identified for the shop order component.
2. Inbound locations for the identified work center location for the operation associated with the component, if any.
3. From the Floor Stock location type.
4. From the Picking location type.

• The system reserves according to a FIFO algorithm.

Window

Shop Order
Shop Floor Workbench

Related Window Descriptions

Shop Order
Shop Order/Materials
Shop Floor Workbench
Shop Floor Workbench/Materials
Select Visualization

Related Visualization Chart Descriptions

Shop Order Material Lines Availability
Shop Order Material Demand - Supplies Cover Demand
Shop Order Material Demand - Need Orders
Shop Order Material Demand - Shortage

Procedure

To reserve shop order components using the Shop Order window:

1. Open the Shop Order window.
2. Click the Materials tab.
3. Select one or more material lines for which you want to reserve material.
4. Right-click and then click Reserve. A dialog box is opened.
5. At the prompt that asks if you want to reserve this row, click Yes.

To reserve shop order components using the Visualization View:

1. Open a visualizer enabled window and query for the site needed.
2. If the Data View is displayed, click Visualization View on the title bar.
3. Right-click and click Select Visualization. The Select Visualization dialog box is opened.
4. Double-click Shop Order Material Lines Availability, Shop Order Material Demand - Supplies Cover Demand, Shop Order Material Demand - Need Orders or Shop Order Material Demand - Shortage.
5. Select any bar/segment except those with the Complete Reserved material availability type.
6. Right-click and click Reserve Material Lines.