How to: Reserve Items

Article
08/14/2017

You can reserve items for sales orders, purchase orders, service orders, assembly orders, and production orders. You can reserve items on inventory or inbound on open document or journal lines. You perform the work in the Reservation window.

Each line in the Reservation window, which you open to reserve items, displays information about one type of line (sales, purchase, journal) or inventory entry. The lines describe how many items are available to be reserved from each type of line or entry.

To reserve items for sales

The following describes how to reserve items from a sales order. The steps are similar for purchase, service, and assembly orders.

Choose the icon, enter Sales Orders, and then choose the related link.
On a sales order, on the Lines FastTab, choose the Reserve action. The Reservation window opens.
Select the line that you want to reserve the items from.

Choose one of the following actions.

Function	Description
Auto Reserve	To automatically reserve items in the Reservation window.
Reserve from Current Line	To reserve the items from the document on the line you have selected.
Cancel Reservation from Current Line	To cancel reservation of the items from the document on the line you have selected.

Note

If item tracking lines exist for the sales order, the reservation system will take you through special steps. For more information, see the "To reserve a specific serial or lot number" section.

To reserve an item for a production order line

You can reserve items for production orders. You have to distinguish between production order lines, meaning the parent item, and production order components.

In the following procedure, a firm planned production order is used.

Choose the icon, enter Firm Planned Prod. Order, and then choose the related link.
Open the firm planned production order you want to reserve parent items for.
Select the relevant production order line.
On the Lines FastTab, choose the Reserve action.
In the Reservation window, select the Sales Line, Order line, and then choose the Reserve from Current Line action.

The quantity you entered in the firm planned production order line is now reserved.

To reserve items for production order components

You can reserve items for production orders. You have to distinguish between production order lines, meaning the parent item, and production order components.

In the following procedure, a firm planned production order is used.

Choose the icon, enter Firm Planned Prod. Order, and then choose the related link.
Open the firm planned production order you want to reserve component items for.
Select the relevant production order line.
On the Lines FastTab, choose Line, and then choose Components.
Select the relevant component line.
Choose On the Lines FastTab, choose the Reserve action.
In the Reservation window, select a line, and then choose the Reserve from Current Line action.

The quantity you entered in the firm planned production component line is now reserved.

To change a reservation

Sometimes, you may want to change an item reservation.

From the document line that you have reserved from, on the Lines FastTab, choose the Reserve action.
In the Reservation window, choose the Reservation Entries action.
The Reservation Entries window, update the Quantity field on the line you want to change.
Confirm the subsequent message, by choosing the OK button.

To cancel a reservation

Sometimes, you may want to cancel an item reservation.

From the document line that you want to cancel a reservation from, on the Lines FastTab, choose the Reserve action.
In the Reservation window, choose Reservation Entries action.
In the Reservation Entries window, choose the Cancel Reservation action.
Confirm the subsequent message, by choosing the OK button.

To reserve a specific serial or lot number

From outbound documents for item-tracked items, such as sales orders or production component lists, you can reserve specific serial or lot numbers. This may be relevant, for example, if you need production components from a specific lot to ensure consistency with earlier production batches, or because a customer has requested a specific serial number. For more information, see How to: Work with Serial and Lot Numbers.

This is referred to as a specific reservation, because you reserve from the quantity of Item X that belongs to Lot X. If you simply reserve from quantities of Item X, then it is a normal, non-specific, reservation. For more information, see Design Details - Item Tracking and Reservations.

The following procedure is based on a sales order.

Choose the icon, enter Sales Orders, and then choose the related link.
Create a sales order line for an item-tracked item.
Assign serial and lot numbers to the sales order line. For more information, see How to: Work with Serial and Lot Numbers.
On the sales order line, choose the Reserve action.
Choose the Yes button to reserve specific serial or lot numbers.
In the Item Tracking List window, select the serial and lot number combination that you have just assigned.
Choose the OK button to open the Reservation window showing only supply with the specified item tracking number. If there are any non-specific reservations on any of the item tracking numbers that you have specified for this line, you are informed of the quantity that has already been reserved.
Choose either the Auto Reserve or the Reserve from Current Line action to create the reservation on the specific item tracking numbers.

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