Create Reservations for Pending Sales Orders

This toolkit creates reservations for all inventory sales order lines that are not yet approved and should be run only if you generated sales orders before installing Costpoint Material Requirements Planning.

You cannot execute this screen unless you have selected the Pending Sales Orders check box in the Include as Demand group box on the Configure Material Requirements Planning Settings screen.

You can use this toolkit to create a pending reservation header and line for each inventory sales order line with a line status of P or I. This process will select all pending sales orders lines with a status of P or I that have a null reservation ID. The process will follow the general Order Entry logic for creating the Reservation Header and Reservation Line for each of the selected Sales Order lines, except that the reservation header approval code will set to P. The process will also load the assigned Reservation ID into the sales order line and update the Inventory Request Quantity (INVT. PLND_RES_QTY) with the order quantity (converted to inventory U/M). In place of the last step, you can run the Reconcile Transactions process in Costpoint Inventory for Reserved Quantities.

Click to run this toolkit.