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 screen.
Use this screen whenever you need to link reservations directly to a purchase order or requisition line.
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.
This field displays the system date as the default Need Date, but you can enter a new date.
Enter, or use Lookup to select, the ID of the planner responsible for this reservation. 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 ID of the person responsible for this reservation.
Use the fields in this group box to specify the warehouse from which inventory is being reserved.
Enter, or use Lookup to select, the ID of the warehouse from which inventory is being reserved.
Enter, or use Lookup to select, the default abbreviation of the inventory from which material is being reserved.
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 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.
Enter, or use Lookup to select, a purchase order ID to link to this reservation.
Enter, or use Lookup to select, a release number for this purchase order ID.
Enter, or use Lookup 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.
Enter, or use Lookup to select, a requisition ID to link to this reservation.
Enter, or use Lookup 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.
The project ID linked to the purchase order or requisition line inventory abbreviation displays here.
The part ID ordered or requisitioned displays here.
The part revision displays here.
Use this field to enter any notes for this reservation.
This field displays "Y" (Yes) or "N" (No) to indicate whether or not the pick list for this reservation has been printed.
This field displays the total amount of this reservation. The system 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 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).
Enter the number for this reservation line.
Enter, or use Lookup to select, the ID of the part being reserved.
Enter, or use Lookup to select, the part revision.
The description of the part being reserved displays here.
The part's inventory unit of measure displays here.
Enter, or use Lookup to select, the inventory abbreviation from which the part is being reserved.
The project ID tied to the From Inv Abbrev displays here.
Enter the quantity being reserved for this part.
Enter, or use Lookup to select, a substitute part for the part being reserved.
This field displays the quantity in the on-hand type of location of that part/revision in the specified From Warehouse and From Inv Abbrev.
This field displays the net available quantity for that part/revision in the specified From Warehouse 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 quantity 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 in Costpoint System Administration), the extended cost does not display.
Enter, or use Lookup to select, the planner ID 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 the commodity code on the purchase order line contains a Planner (in the Commodity Codes screen in Costpoint Purchasing), and the Commodity radio button is selected in the Production Control Settings screen, the commodity code's planner ID will default, but can be changed.
Select this pushbutton to view and modify the reserved part's bills of material information.
Use this pushbutton to load the components of the part specified on the purchase order/requisition line into the reservation table window.
Changes to this screen update the RES_HDR and RES_LN tables. This screen also relies on the settings in the BOM_SETTINGS_CORP, MRP_SETTINGS_CORP and PC_SETTINGS tables. Information for purchase order and/or requisition inventory reservations is also stored in and/or pulled from the following tables: BOM_CONFIG, COMM, EMPL, INVT, INVT_ABBRV_CD, INVT_PROJ, INVT_WHSE_LOC, ITEM, MFG_BOM, NET_GRP, PART, PART_PROJ, PLANNER, PO_HDR, PO_LN, PROJ_EDIT, PROJ_SUBST_PART, RQ_HDR, RQ_LN, SUBST_PART, WHSE_LAST_TRANS.