Make Supply Chain Reservation on Sourced Lines

Explanation

This activity is used to make inventory reservations from a sourced line. You can perform reservations against your own inventory (local reservation) and other sites (supply site reservation).

Whenever you source parts from either your own inventory or through internal suppliers (the other site in the application), you are able to reserve parts before the customer is released.

Three different types of reservations are possible when performing reservations on a sourced line:

Manual Reservation: You manually allocate how many parts are going to be reserved. You can also choose the inventory location from which the parts will be picked. As a manual reservation is done online, you can ensure that the parts are available and reserved immediately. You cannot reserve more parts than stated in the order line. Reservations may be changed until the corresponding internal customer order has been created.

Automatic Reservation: The system selects the locations from which the part should be reserved. If defined on the inventory part, an ATP check is performed on the supply site.

Instant Reservation: An automatic reservation on the supply site is performed as soon as the customer order line is saved.

After a reservation is performed, you can always un-reserve or change the reservation using manual reservation, either on your own site (local site) or the supply site.

You can perform all these actions for single-handled parts as well as for pallet-handled ones. The procedures are similar but not identical. It can also be performed on component lines for a package part.

When changing the reservation for pallets, you can reduce the quantity to deliver by un-reserving pallets. You can for example, un-reserve one pallet and reserve another for the same order.

Prerequisites

• The customer order header and at least one order line with the supply code Not Decided must have been entered.
• Parts must be sourced manually, either against own stock or against an internal supplier (supply site).
• The parts must be available in stock on the site where reservations are entered.
• The reservation connections between supply sites and demand sites must be set up with supply site reservation type as manual or instant.
• To change a reservation or un-reserve a part, the order or order line must have been reserved.

System Effects

The stored sales parts are reserved for this particular source line at the desired inventory location.
Reservations will be connected to the source line until the customer order is released. When released the reservation is moved to the corresponding customer order line that is created. For local reservations this means that the reservation is now handled as a normal customer order reservation.
For supply site reservations, the reservation will be transferred to the internal customer order when the internal customer order is created,

Window

Source Order Lines Manually

Related Window Descriptions

Source Order Lines Manually
Parameters for Reservation
Manual Reservation on Sourced Supply Site
Manual Reservation on Supply Site/Single
Manual Reservation on Supply Site/Pallet

Procedure

As indicated above, this activity describes the handling of reservations against the own stock (supply code inventory order) and the other sites (supply code internal purchase) on the sourced line. The procedure for these two activities are the same, with the difference being that you either perform a local reservation or a supply site reservation on the sourced line.

Open the Parameters for Reservation dialog box. There are two available options: Manual Reservation and Automatic Reservation.

For Manual Reservation, the following actions can be performed:

Reserve single-handled parts:

1. In the Single tab, select the line where the appropriate location is displayed.
2. Enter the quantity to be reserved in the Qty Reserved field.
3. Click Save to complete the reservation.

Reserve pallet-handled parts:

1. In the Pallet tab, select the appropriate line of pallets available for reservation and pallets already reserved for the order line, each with its respective pallet ID.
2. To reserve the pallet, select the Reserved check box in the corresponding line.
   Alternatively, to reserve the appropriate line, right-click in the lower part of the window and click Reserve.
3. Click Save to complete the reservation.

Un-reserve single handled parts:

1. In the Single tab, select the line that has already been reserved.
2. Enter the quantity 0 (zero) in the Qty Reserved field.
3. Click Save to cancel the reservation.

Un-reserve pallet-handled parts:

1. In the Pallet tab, select the line of pallet that has already been reserved.
2. To un-reserve the pallet, clear the Reserved check box in the corresponding line.
   Alternatively, to un-reserve the appropriate line, right-click in the lower part of the window and click Unreserve. 
3. Click Save to cancel the reservation.

Change reservation of single handled parts:

1. In the Single tab, select the line that has already been reserved.
2. Enter the new quantity to be reserved in the Qty Reserved field.
   For example, if you have previously reserved 10 parts and now want only 8 parts to be reserved, indicate 8 parts instead of 10 in the Qty Reserved field.
3. Click Save to change the reservation.

Change reservation of pallet-handled parts:

1. In the Pallet tab, select the line of pallet that has already been reserved.
2. To un-reserve the pallet, clear the Reserved check box in the corresponding line.
   Alternatively, to un-reserve the appropriate line, right-click in the lower part of the window and click Unreserve.
3. Select the line of the new pallets to be reserved.
4. Reserve the pallet by marking the Reserved check-box in the corresponding line. Alternatively, you can mark the appropriate line, right-click in the lower part of the window, and select Reserve.
5. Click Save to change the reservation.

A third choice, Instant Reservation, can also be used. This choice means that reservation is performed as soon as the sourced line is saved. It is not possible to change the Supply Site Reservation Type on a sourced line. The default value setup in Site-To-Site Reserve Setup will be used. For reservations against own stock, this is not a valid choice.

After using either Automatic Reservation or Instant Reservation, you can always change or un-reserve parts using Manual Reservation.