Reserve Customer Order Lines

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 batch job is performed in the Create Customer Order Reservations dialog box. The order-by-order reservation is performed in the Reserve Customer Orders window. The shipment-by-shipment reservation is performed in the different shipment windows.

Use this activity to automatically reserve order lines (one or multiple orders at a time). All customer order lines 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.

Order lines can be reserved manually in the Manual Reservations for Customer Order Line window.

Parts may be reserved from project inventory or standard inventory. A project in IFS/Project can own its project inventory, ensuring that material acquired to this project cannot be issued to fulfill other demands, either from another project or from non-project related demands. Inventory parts that are not owned by a project, belong to a standard inventory. If the customer order line is project-connected, it will be possible for you to reserve the parts from the project inventory or the standard inventory (provided the parts are available in inventory), depending on the supply code entered on the customer order line. But if the line is not project-connected, you can only reserve the parts from standard inventory.

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 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 this particular order and shipment.
• A shortage will occur when the full quantity cannot be reserved for the order line.
• The system has not checked if the customer has exceeded his or her credit limit.
• The system will check the partial reservation option allowed for the customer.
• 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.
• No credit control or full advance invoice payment control will be performed.

Note that for order lines connected to a shipment, the next event in the shipment flow will be not triggered when you reserve line-by line.

Window

Reserve Customer Order Lines
Handle Customer Order Shortages
Quick Order Flow Handling

Related Window Descriptions

Reserve Customer Order Lines
Reserve Customer Order
Handle Customer Order Shortages
Quick Order Flow Handling
Reserve Customer Order

Procedure

1. Open the Reserve Customer Orders Lines window.
2. Select for the order line(s) that you want via the Populate or Query function.
3. Right-click and then click Reserve.