Placing Reservations
Prerequisites
You can place reservations for an order line if both of the following are true:
The profile option OE: Reservations is set to Yes.
The item attribute Reservation Control is set to Reservable.
To place reservations:
1. Navigate to one of the Sales Orders or Schedule Orders windows.
2. Select an order line or schedule detail to reserve.
3. Enter Reserve in the Action field of the line or detail.
A message appears notifying you when the process is complete and the Status for the line is changed to Reserved.
Note: To reserve an order line, configuration, ship set, or the entire order, choose the Schedule button to navigate to the Schedule dialog window. Select the Scope for the demand and select Reserve as the action. Choose the Schedule button. A message appears notifying you when the process is complete and the Status for the line is changed to Reserved.
The ordered quantity is automatically reserved unless you indicate a different quantity in the Quantity Reserved field. If you attempt to reserve an entire configuration, the options are reserved once the WIP job has completed assembly of the configured item.
5. Choose Schedule Results from the Special menu to display the View Schedule Results window.
This window displays the quantity requested to reserve and the quantity available to promise for each order line considered in the reservation request. If you reserve a multiple quantity order line and only a partial quantity can be reserved, Oracle Order Entry/Shipping reserves the quantity available and demands the balance. The Quantity Reserved field shows the actual quantity that Oracle Order Entry/Shipping is able to reserve, the order line Action field displays Reserved, and Oracle Order Entry/Shipping creates two schedule details, one for the reserved quantity and one for the remaining, demanded quantity.
Note: If the process fails, the reason is displayed in the Failure Reason field. If an item is not reservable but a user tries to reserve it, Oracle Order Entry/Shipping places demand for the order line instead, and the message line displays Scheduling Success.
To reserve less than the full quantity of an order line:
1. Navigate to the Lines to Schedule window.
2. Enter the quantity to reserve in the Quantity Reserved field.
If you request a reservation for partial quantity of an order line and the requested quantity is not available, your request fails. The Quantity Reserved field shows the actual quantity reserved, the order line Action field displays Reserved, and Oracle Order Entry/Shipping creates two schedule details, one for the quantity reserved and one for the quantity demanded.
To reserve an order line to specific subinventories, lots, or revisions:
1. Navigate to the Schedule Details window.
2. Create a separate schedule detail for each unique combination of subinventory, lot, revision, warehouse, or date.
3. Enter Reserve in the Action field on each schedule detail.
The total quantities of the schedule details must equal the total quantity of the order line. If the customer requested the specific lot or revision, you can indicate this for future reference by checking the Customer Requested box. This can be valuable information for a scheduler when deciding whether they can reallocate available inventory to other customers.
See Also
Overview of Order Scheduling
Scheduling an Order or Order Line