Reserve Material

Explanation

This activity is used to reserve inventory parts you need for a work order. To make sure that the material is available for the work order, you can allocate it, which means that you physically select the items you need. When you make an allocation, no one else can issue the material; it is destined for this work order.

You can choose to reserve material manually or automatically. If you reserve material manually, you can select the quantity you need. You can also select the inventory location from which the materials are issued. You cannot do this if you were to automatically reserve the material.

The status of a work order determines what can be done with material requirements. You can reserve material if the work order status is set to Under Preparation or higher. In order to reserve material, the required quantity has to be available in inventory.

Prerequisites

• The inventory part must be registered and the required quantity available in IFS/Inventory.
• The status of the work order must be set to Under Preparation or higher and the material requisition order status should be changed manually from Planned to Released.

System Effects

As a result of this activity, an inventory part is reserved and available for a work order at the required time.

Material can be unreserved, if necessary. Use the Unreserve option to unreserve material for a single line or the Unreserve All option to unreserve material for multiple lines.

If the executed-by field on the work order or the operation line has a user with connected warehouses, the reserve logic works as below:

• Automatic Reservation
- The reservation will be done from the default warehouse.
• Manual Reservation
- The dialog box will be filtered on the default warehouse.

Window

Prepare Work Order

Related Window Descriptions

Prepare Work Order 
Prepare Work Order/Materials

Procedure

Alternative 1: Automatic Reservation

1. Open the Prepare Work Order window and click the Materials tab. 
2. Select one or more material requisition line(s) you want to reserve. Right-click and then click Reserve. The selected  records will be updated accordingly.

Note: You can only reserve material automatically if the material is not serial tracked. The number of parts reserved will be displayed in the Quantity Reserved field. 
If a material line is not selected in the table it will not considered for automatic reserve. Further, the unselected material lines will not reflect changes that may occur in parallel (for example, if a part is reserved on another work order)
 

Alternative  2: Manual Reservation

1. Open the Prepare Work Order window or the Report In Work Order window and click the Materials tab.
2. Select the material line you want to reserve manually, right-click and then click Reserve Manually. You can manually reserve material that are serial tracked or not serial tracked.
3. Enter the quantity you want to reserve from the selected inventory location. You can see the number of parts available in the inventory. As for parts that are serial tracked, you can select which part is to be reserved.
4. The number of parts reserved will be displayed in the Reserved Qty field of the selected records.
   Note: Only the records for the parts you manually reserved will be updated. Further, the material lines that were not selected will not reflect changes to material that may occur in parallel. (for example, if a part is reserved on another work order)