Reserve Shipment Lines

Explanation

This activity is used to reserve the shipment lines i.e. the quantities from source lines connected to the shipment. The quantity of a source line can be connected to several shipments in parallel in order to handle a limited transport capacity, a backorder situation where you want to prepare the next delivery in advance, a customer requiring a certain delivery schedule etc. You can reserve this quantity on the shipment lines either manually or automatically. Reserving the shipment lines manually means that you decide how many parts will be reserved. You can also choose from which inventory location the parts will be picked, regardless of what is stated in the source order. As manual reservation is done online, you can ensure that the parts are available and reserved immediately. However, you cannot reserve more parts than stated in the shipment line. Reservations may be changed at any time until a pick list has been generated. Apart from making a manual reservation, you can also un-reserve or change the reservation for parts already reserved. 

The automatic reservation on the other hand will enable you to reserve many lines at the same time either per shipment or per shipments connected to a consolidated shipment. 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. When reserving many lines at the same time, the system automatically reserves a number of parts as compared to manual reservation where you decide how many parts to reserve. A consolidated shipment is defined as a single departure of several shipments from the specified site, to all the delivery addresses of the connected shipments. When reserving from the consolidated shipment, it will be like reserving per shipment but for all connected shipments. The connected shipments will be reserved in load sequence order to prepare what is next to be loaded first.

Note that shipment lines will also be reserved when you do the reservation for the source line from the source object.

Prerequisites

• The shipment must have the Preliminary status.
• At least one of the shipment lines must have a remaining quantity to reserve i.e. a quantity not already reserved, picked or delivered.
• 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.

System Effects

• The shipment lines with a remaining quantity to reserve, will be reserved for the shipment.
• When the shipment is reserved automatically, a shortage will occur when the full quantity of a shipment line cannot be reserved.
• When the shipment is reserved automatically, the optional events defined to happen at reservation in the shipment type will be executed.
• When the shipment is reserved automatically, the shipment type decides if the shipment flow should proceed to the next event.
• 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

Shipment
Shipments
Shipment Lines
Consolidated Shipment
Consolidated Shipments

Related Window Descriptions

Shipment
Shipment/Shipment Lines
Shipment Lines
Shipments
Consolidated Shipment
Consolidated Shipments

Procedure

To perform automatic reservation of all the connected source lines:

1. Open the Shipment window or the Shipments window.
2. Retrieve the shipment for which you want to reserve all the shipment lines, by using the Populate or Query function.
3. Right-click and then click Reserve.

To perform automatic reservation of all shipments connected to a consolidated shipment:

1. Open the Consolidated Shipment window or the Consolidated Shipments window.
2. Retrieve the consolidated shipment for which you want to reserve all the shipment lines of all connected shipments, by using the Populate or Query function.
3. Right-click and then click Reserve.

To perform manual reservation of the connected source lines:

1. Open the Shipment window or the Shipment Lines window.
2. Retrieve the shipment for which you want to reserve the connected shipment lines manually, by using the Populate or Query function.
3. If you do this in the Shipment window , click on the Shipment Lines tab to view all the shipment lines that are connected to the shipment.
4. Mark the shipment line for which you want to perform manual reservation.
5. Right-click on the marked shipment line and then click Manual Reservations.
6. To reserve parts, click on the Details tab, select the line on which the appropriate location is displayed. Enter the quantity to be reserved in the Qty Reserved field. An alternative is to right-click and then click Reserve, the quantity available for selected record will then be reserved. This can for example be useful when reserving serials.
   or
   To reserve Handling Units, click on the Handling Unit tab, select the appropriate handling unit(s) to be reserved. Right-click and then click Reserve, the quantity available for selected handling units will then be reserved. Reserved handling units are then shown at the top of the list followed by available handling units that could be reserved considering the remaining quantity to be reserved. Note that this means that when a line is fully reserved there will not be any available handling units shown.
7. Click Save to complete the reservation.