Previous	Next		Contents	Index	Glossary	Library

Prerequisites

   Define an account number or account alias against which to charge the reservation. See: Defining Account Aliases.

   Optionally, define transaction source types. See: Defining and Updating Transaction Source Types.

   To define inventory reservation information:

1. Navigate to the Reserve Available Items Summary folder window.

2. Enter the origin of the transaction. This can be either a system or user-defined source type.

3. Enter the source against which you want to make the reservation.

4. Enter a line number that identifies the item quantity to reserve.

5. Enter the date that you expect to use the material. This cannot be a past date.

6. Enter an inventory item to reserve.

7. Optionally, enter the following:

• A revision for the item. You can enter a value here only if you establish revision quantity control for the item.

• A lot number of the item to reserve. You can enter a value here only when you establish lot control for the item.

• The subinventory from which to reserve the item.

• The locator to which to reserve the item if it is under locator control.

Attention: These fields must be entered according to the controls set for the item. The hierarchy for entering the information is revision, lot number, subinventory, then locator. For example, if an item is under revision control you must enter that information before you can enter the other fields. If an item is not under revision control then the first information you must enter is the lot number, and so on.

8. Enter a unit of measure in which to reserve the item.

9. Enter the quantity of the specified item to reserve. This value must be greater than zero and equal to or less than the available quantity.

10. Save your work.

   To view current item availability information:

• Review the following fields:

Available: Displays the quantity available to reserve. This is equal to the current on-hand quantity minus existing reservations. The current on-hand quantity is specific to your current organization, and the revision level, lot number, subinventory, and locator you define for the item.

On-hand: Displays the current on-hand quantity for the item that is specific to your current organization, and the revision level, lot number, subinventory, and locator you define for the item.

See Also