MANAGE PO/REQ INVENTORY RESERVATIONS

Use this screen to add, maintain, and view reservations tied directly to purchase order lines and requisition lines. The reservations are used to specify future inventory requirements and to load parts, inventory abbreviations, and quantities in the Enter Issues to Project/Account/Org or PO screen.

Use this screen whenever you need to link reservations directly to a purchase order or requisition line.

Location

Identification

Warehouse

Enter, or click to select, the ID of the warehouse from which inventory is being reserved.

Reservation ID

If you select the Reservation transaction in the Transaction IDs subtask of the Manage Warehouses screen and select the Auto-Assign check box, leave this field blank and Costpoint will automatically assign the next reservation ID. If Auto-Assign is selected and you manually assign a reservation ID in this field, Costpoint will not update the Last Inv Trans ID field in the Transaction IDs subtask of the Manage Warehouses screen. If you clear the Auto-Assign check box, you can manually enter a reservation ID.

From

Default Inv Abbrev

Enter, or click to select, the default abbreviation of the inventory from which material is being reserved.

To

Use the fields in this group box to specify the purchase order and requisition for which the inventory is being reserved. You can tie a reservation to either a purchase order line or a requisition line, not both. Reservation lines tied to purchase order (PO) lines are considered approved while those tied to requisition lines are considered pending requests. Reservations cannot be made to non-inventory Purchase Order lines; meaning, if you enter a PO, Release and Line, the PO line must have an inventory abbreviation, and account information in the purchase order.

PO

Enter, or click to select, a purchase order ID to link to this reservation.

Release

Enter, or click to select, a release number for this purchase order ID.

Line

Enter, or click to select, a purchase order line to link to this reservation. This purchase order line must be charged to an inventory abbreviation and must not be closed or voided.

Requisition

Enter, or click to select, a requisition ID to link to this reservation.

Line

Enter, or click to select, a requisition line to link to this reservation. This requisition line must be charged to an inventory abbreviation and must not be closed or voided.

Project

This field displays the project ID linked to the purchase order or requisition line inventory abbreviation.

Organization

This field displays the Organization ID linked to the purchase order or requisition line inventory abbreviation. For GFM parts, Costpoint uses the project’s owning organization for organization security validation, if organization security is enabled.

Proj Abbrev

This field displays the project abbreviation.

Org Abbrev

This field displays the organization abbreviation ID.

Part

This field displays the part ID ordered or requisitioned.

Rev

This field displays the part revision displays.

Need Date

Enter, or click to select, the date by which this reservation line is needed.

Requestor

Enter, or click to select, the ID of the person responsible for this reservation.

Planner

Enter, or click to select, the ID of the planner responsible for planning this inventory project. If you populate this field, the Planner ID will load into the Planner field when adding new lines.

Pick List Printed

This field displays Y (Yes) or N (No) to indicate whether or not the pick list for this reservation has been printed.

Notes

Use this field to enter any notes for this reservation.

MBOM Information

Mfg BOM Explosion Qty

Enter the quantity required to autoload the reservation lines by exploding the part's bills of materials (BOM).

Configuration

Enter the configuration of the BOM to explode.

As-of Date

Enter, or click to select, the as-of-date to determine which components will qualify for the BOM explosion.

Total Reserved Amt

This field displays the total amount of this reservation. Costpoint calculates the total by multiplying the reserved quantity by the unit cost or the sum of the extended cost for all of the lines. You cannot modify this calculated field. This field is not displayed if Cost Suppression is in effect (that is, the Suppress Cost check box is selected on the Manage Users screen in Costpoint Administration).

Autoload MBOM

Click this button to load the information associated with the selected purchase order or requisition.

Table Window

Line

Enter the number for this reservation line.

Part

Enter, or click to select, the ID of the part being reserved.

Rev

Enter, or click to select, the part revision.

Description

This field displays the description of the part being reserved.

U/M

This field displays the part's inventory unit of measure.

From Inv Abbrev

Enter, or click to select, the inventory abbreviation from which the part is being reserved.

Project

This field displays the project ID tied to the From Inv Abbrev.

Need Date

Enter, or click to select, the date by which this reservation line is needed.

Reserved Qty

Enter the quantity being reserved for this part.

On Hand Qty

This field displays the quantity in the on-hand type of location of that part/revision in the specified Warehouse and From Default Inv Abbrev.

Planner

Enter, or click to select, the planner ID responsible for this reserved part. Upon entering a new line, this field will load with the value from the Planner field in the header. If the Planner field is not populated, the Planner ID will load (for example, from the part, inventory project, or the commodity code that is assigned to the purchase order line or requisition line) based on the settings in the Planner Assignment group box on the Configure Production Control Settings screen. For example, if the commodity code on the purchase order line contains a Planner (on the Manage Commodity Codes screen in Costpoint Purchasing), and the Commodity option is selected on the Configure Production Control Settings screen, the commodity code's planner ID loads.

Current Available Qty

This column displays the quantity currently available in inventory for the indicated part.

Net Available Qty

This field displays the net available quantity for that part/revision in the specified Warehouse and From Default Inv Abbrev. Net Available Qty includes all location types except On-hold, and also considers quantities on order, on requisition, reserved, and owed.

Unit Cost

This field displays the unit cost for this part. If Cost Suppression is in effect (that is, the Suppress Cost check box is selected on the Manage Users screen in Costpoint Administration), the unit cost does not display.

Extended Cost

This field displays the total of the reserved quantity multiplied by the unit cost. If Cost Suppression is in effect, the extended cost does not display.

Expediting Notes

Enter any inventory expediting notes regarding this reservation line.

Original Item Description

This field displays the description of the original part.

Original Item

This field displays the Item ID of the original part.

Original Part Rev

This field displays the Part Rev ID of the original part.

Ref Line

This field displays the requirement line number of the original part.

Subtask

Subtask

Description

Substitute Parts

Click this link to open the Substitute Parts subtask for a selected part current record.

Inventory Allocations

Click this link to open the Inventory Allocations subtask and view warehouse locations with positive on hand or in shipping quantities for a selected MO requirement line's part/inventory abbreviation/warehouse combination.