Contents of the Manage Inventory Reservations Screen

Use the fields and options to configure the Manage Inventory Reservations screen.

Identification

Field	Description
Warehouse	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.
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 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-Assigncheck box, you can manually enter a reservation ID. The value in this field cannot begin with a space.

From

Field	Description
Default Inv Abbrev	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.

To

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.

Field	Description
Project	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.
Proj Abbrev	This field displays the abbreviation ID for the project to be charged for this reservation.
Organization	Enter, or click to select, the organization to be charged for this reservation. The organization must be active and a valid account/organization combination.
Org Abbrev	This field displays the abbreviation ID for the organization to be charged for this request.
Account	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.
Inv Abbrev	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.
Warehouse	Enter, or click to select, the warehouse for which the material is being reserved.
Reservation Type	Select the type of request to be performed from the drop-down list. The available options are: Issue: Select this option for planned consumption of inventory. Transfer: Select this option if you are planning to move inventory from one inventory abbreviation to another.
Need Date	This field displays the system date as the default need date, but you can enter, or click to select, a new date.
Status	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. Note: When you change this field from Pending to Approved, the original Requested Qty for each inventory request row will be reduced, and the corresponding Reserved Qty will be increased by the row’s new requested quantity. If you reject an approved request, the Reserved Qty will be reduced. Similarly, if you reject a pending request, the Reserved Qty will be reduced.
Requestor	Enter, or click to select, the person who is performing this transaction. A valid employee ID is required.
Transfer Type	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. Note: This field will be disabled for Issue requests.
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 if this reservation has been included in the previously printed pick list.
Request	This field displays Y if this reservation originated as an inventory request from the Manage Inventory Requests screen.
Payback Reservation	This field is currently unavailable.
Notes	Enter free-form text to be associated with this reservation.
Total Reserved Amt	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).

Table Window

Field	Description
Line	The line number is automatically generated.
Part	Enter, or click  to select, the part ID for the material to be reserved.
Rev	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.
Description	This field displays the description for the part.
U/M	This field displays the inventory unit of measure for the part.
From Inv Abbrev	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.
From Inv Abbrev Name	This field displays the name assigned to the From Inv Abbrev.
Reserved Qty	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.
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.
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.
Current Available Qty	This column displays the quantity currently available in inventory for the indicated part.
Need Date	Enter, or click to select, the date by which this reservation line is needed.
Expediting Notes	Enter any inventory expediting notes regarding the part.
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	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.
Planner	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.
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.

Subtasks

Subtask	Description
On Hand Locations	Click this link to open the On Hand Locations subtask for a selected part.
Proj Sub Parts	Click this link to open the Proj Sub Parts subtask for a selected part.
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.