Use this screen to reserve inventory from an inventory abbreviation and warehouse for another account. You may also use this screen to approve or reject inventory requests that have already been established in the Enter Inventory Requests screen.
Use this screen as needed to reserve inventory, and approve or reject inventory requests.
If you entered "Y" in the Auto-Assign field in the Transaction IDs subtask of the Warehouses screen and selected "Reservation," leave this field blank and the system will automatically assign the next reservation ID. If Auto-Assign is "Y" and you manually assigned a reservation ID in this field, the system will not update the Last Inv Trans ID field in the Transaction IDs subtask of the Warehouses screen. If you entered "N" in the Auto-Assign field, you can manually enter a reservation ID containing up to 10 alphanumeric characters. The value in this field cannot begin with a space.
This field displays the system date as the default need date, but you can enter a new date.
Enter the ID of the planner responsible for planning this inventory project. If you populate this field, the Planner ID will default into the Planner ID field when adding new lines.
Enter, or use Lookup to select, the person who is performing this transaction. A valid employee ID is required.
This checkbox is currently unavailable.
This checkbox is currently unavailable.
This checkbox will be selected if this reservation originated as an inventory request from the Enter Inventory Requests screen.
This field displays the status of the reservation. When you enter a reservation, this field defaults to "Approved" and cannot be edited. You can also view requests in this screen. The status of a request will be "Pending," which can later be changed to "Approved" or "Rejected" in this screen. If you change the status of a request to "Approved," the request becomes a reservation.
Enter, or use Lookup to select, the ID of the warehouse from which the material will be taken.
Enter the default inventory abbreviation from which the material will be taken. You can override this at the line level. The inventory abbreviation name will display in the field to the right.
Select the reservation type to be performed:
Select this radio button for planned consumptions of inventory.
Select this radio button if you plan to move inventory from one inventory abbreviation to another.
Select the type of transfer to be performed. This group box will be disabled for "Issue" requests.
Select this radio button if the transfer is a standard type.
Select this radio button if the transfer is a borrow/payback type.
You can use this group box to select a warehouse and an inventory abbreviation, project/account/organization combination, or an account/organization to charge to for this issue.
Enter, or use Lookup to select, the warehouse for which the material is being reserved.
Enter, or use Lookup to select, the inventory abbreviation ID to be charged for this reservation. This inventory abbreviation must be an account type of "E" (Expense) or "G" (Government-furnished material). The inventory abbreviation name will display in the field to the right, and the project assigned to this inventory abbreviation will display in the Project field.
You can reserve material to an inventory abbreviation whose Active field is "O" (Outgoing only) in the Inventory Abbreviations subtask of the Inventory Projects screen only if the From Inventory Abbreviation references the same project, even if the inventory abbreviation is different.
If you did not enter an abbreviation in the Inv Abbrev field, enter, or use Lookup to select, the project to be charged for this reservation. The project must be active. This field is optional.
If you did not enter an abbreviation in the Inv Abbrev field, enter, or use Lookup to select, the account to be charged for this reservation. The account must be active. If you entered a project in the Project field, then the account must be valid for the project. If you did not enter a project, the account must be a non-project account and should be an expense, non-inventory, or asset account.
Enter, or use Lookup to select, the organization to be charged for this reservation. The organization must be active and a valid account/organization combination.
Enter free-form text to be associated with this reservation.
This field displays the total amount of this reservation. The total is calculated as the reserved quantity multiplied by the unit cost or the sum of the extended cost for all of the lines. You cannot edit this calculated field. This field is not displayed if Cost Suppression is in effect (the Suppress Cost checkbox is selected in the table window of the Maintain Users screen in Costpoint System Administration).
The line number is automatically generated.
Enter, or use Lookup to select, the part ID for the material to be reserved.
This field displays the last revision assigned to the part ID. However, you can enter, or use Lookup to select, another revision that exists for this part ID.
This field displays the description for the part.
This field displays the inventory unit of measure for the part.
The Inv Abbrev entered in the From group box in the header is displayed but can be changed. You can use Lookup to select a new inventory abbreviation.
This field displays the project ID for the From Inventory Abbrev. It cannot be maintained.
Enter the reserved quantity for this material. You can also use Lookup to view the On-Hand quantity, On Order quantity, Reservation quantity, Inspection Quantity, and Owed quantity for the part's From inventory warehouse location and inventory abbreviation. This field must be greater than zero before you save the record.
Use Lookup to select a valid part number that you can substitute for your part number.
This field displays the part's On-Hand quantity for the specified From Whse and From Inv Abbrev. You can also use Lookup to view the current On Hand quantity for the From Inventory Warehouse Location and inventory abbreviation.
This field displays the net available quantity for that part/revision in the specified From Whse and From Inv Abbrev. Net Available Qty includes all location types except on-hold, and also considers quantities on order, on requisition, reserved, and owed.
This column displays the quantity currently available in inventory for the indicated part.
Enter the date by which this reservation line is needed.
Enter any inventory expediting notes regarding this reservation line.
This field displays the unit cost for this part. If Cost Suppression is in effect (the Suppress Cost checkbox is selected in the table window of the Maintain Users screen in Costpoint System Administration), the unit cost does not display.
The total of the Reserved Qty multiplied by the Unit Cost is displayed. If Cost Suppression is in effect (the Suppress Cost checkbox is selected in the table window of the Maintain Users screen Costpoint System Administration), the extended cost does not display.
Enter the ID of the planner responsible for this reserved part. Upon entering a new line, this field will default with the value from the Planner field in the header. If the Planner field is not populated, the Planner ID will default (e.g., 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 in the Production Control Settings screen. For example, if a Planner is assigned to the part in the Planning Part Data screen (in Costpoint Product Definition), and the Part radio button is selected in the Production Control Settings screen, the part's planner ID will default, but can be changed.
This field displays the name assigned to the From inventory abbreviation.
Changes to this screen update the RES_HDR and RES_LN tables. This screen also relies on the settings in the MRP_SETTINGS_CORP and PC_SETTINGS tables. Information for inventory requests and reservations is also stored in and/or pulled from the following tables: COMM, EMPL, INVT, INVT_ABBRV_CD, INVT_PROJ, INVT_WHSE_LOC, ITEM, NET_GRP, PART, PART_PROJ, PLANNER, PROJ_EDIT, PROJ_SUBST_PART, S_APPRVL_CD, SUBST_PART, WHSE_LAST_TRANS.