to select, the ID of the warehouse from which the material will be taken. The warehouse ID must already exist in the Warehouses table.Use this screen to reserve inventory from an inventory abbreviation and warehouse for another account. You can also use this screen to approve or reject inventory requests that have already been established in the Manage Inventory Requests screen.
Use this screen to reserve inventory, and approve or reject inventory requests.
Enter, or click to select, the ID of the warehouse from which the material will be taken. The warehouse ID must already exist in the Warehouses table.
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 assigned 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. The value in this field cannot begin with a space.
Enter, or click to select, the default inventory abbreviation from which the material will be taken. You can override this at the line level. The inventory abbreviation name displays in the field to right.
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.
If you did not enter an abbreviation in the Inv Abbrev field, enter, or click to select, the project to be charged for this reservation. The project must be active.
This field displays the abbreviation ID for the project to be charged for this reservation.
Enter, or click to select, the organization to be charged for this reservation. The organization must be active and a valid account/organization combination.
This field displays the abbreviation ID for the organization to be charged for this request.
If you did not enter an inventory abbreviation, enter, or click to select, the account to be charged for this reservation. The account must be active. If you entered a project in the Project field, the account must be valid for that project. If you do not enter a project, the account must be a non-project account and should be an expense, non-inventory, or asset account.
Enter, or click to select, the default inventory abbreviation from which the material will be taken. You can override this at the line level. The inventory abbreviation name displays in the field to the right.
Enter, or click to select, the warehouse for which the material is being reserved.
Select the type of request to be performed from the drop-down list. The available options are:
Issue — Select this option for planned consumptions of inventory.
Transfer — Select this option if you are planning to move inventory from one inventory abbreviation to another.
This field displays the system date as the default need date, but you can enter, or click 
to select, a new date.
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 on this screen. The status of a request will be Pending, which can later be changed to Approved or Rejected on this screen. If you change the status of a request to Approved, the request becomes a reservation.
Enter, or click to select, the person who is performing this transaction. A valid employee ID is required.
Select the type of transfer to be performed from the drop-down list. The available options are:
Standard — Select this option if the transfer is a standard type.
Borrow — Select this option if the transfer is a borrow/payback type.
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.
This field displays Y if this reservation has been included in the previously printed pick list.
This field displays Y if this reservation originated as an inventory request from the Manage Inventory Requests screen.
This field is currently unavailable.
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 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).
The line number is automatically generated.
Enter, or click 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 click 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 Default Inv Abbrev entered in the From group box in the header is displayed but can be modified. You can enter, or click to select, a new inventory abbreviation.
This field displays the name assigned to the From Inv Abbrev.
Enter the reserved quantity for this material. You can click 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.
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.
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.
This column displays the quantity currently available in inventory for the indicated part.
Enter, or click to select, 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 (that is, the Suppress Cost check box is selected on the Manage Users screen in Costpoint 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 extended cost does not display.
Enter, or click to select, the ID of the planner responsible for this reserved part. Upon entering a new line, this field will load the value from the Planner field in the header. If the Planner field is not populated, this field will load the value (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 a Planner is assigned to the part on the Manage Parts screen (in Costpoint Product Definition) and the Part option is selected on the Configure Production Control Settings screen, the part's planner ID will default, but can be modified.
This field displays the description of the original part.
This field displays the Item ID of the original part.
This field displays the Part Rev ID of the original part.
This field displays the requirement line number of the original part.
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Subtask |
Description |
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On Hand Locations |
Click this link to open the On Hand Locations subtask for a selected part. |
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Substitute Parts |
Click this link to open the Substitute Parts subtask for a selected part. |
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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. |