Working with Interactive Reservation (MIRV)

Purpose: Use this option to reserve stock for specific orders, customer classes, or items via an interactive entry program. You can use interactive reservation in conjunction with Immediate Reservation. Interactive reservation enables you to selectively distribute stock over many orders, or to manually select preferred customers to receive inventory.

You can also use the interactive reservation program to reserve any backordered zone-reservation-coded items not reserved through the zone reservation process. Zone-reservation-coded items are excluded from normal backorder processing.

Quotes: Inventory on quotes is not eligible for interactive reservation; see Entering Pre-Order Quotes for an overview and required setup.

In this chapter:

Scanning for Orders

Interactive Reservation Screen

Work with Order Detail Reservations Screen

- Display Order Detail Reserve Information Screen

- Work with Reservations by Warehouse Screen

- Display On Hand by Warehouse Screen

- Display Item Warehouse Screen (Displaying Item Warehouse Details)

- Display Reserved Order Lines Screen

Scan Orders by Customer Class Screen

Work with Reservations by Item/SKU Screen

Scanning for Orders

Use the Interactive Reservation Screen to select an order number, customer class, or item/SKU for reservation.

• Order numbers are unique numbers assigned by the system to identify an order.

• Customer class codes are used to restrict certain customers who order in large quantities from immediate reservation in order entry.

• Item/SKU codes represent units of inventory.

When you enter information in any of these fields, you advance to the next screen based on the first field that has an entry. For example, if you enter an order number and a customer class, you first advance to the Work with Order Detail Reservations Screen, and then to the Scan Orders by Customer Class Screen.

Pick slip preparation: The system removes any pick slip preparation from an order when you:

• scan by order number.

• scan by customer class and select an order.

• scan by item/SKU and perform an action against an item on the order.

When you exit Interactive Reservation, the system determines if the order qualifies for pick slip preparation, and if so, applies it to the order. See Preparing Orders for Pick Slip Generation.

Interactive Reservation Screen

How to display this screen: Enter MIRV in the Fast path field at the top of any menu or select Interactive Reservation from a menu.

Field

Description

Order #

A unique number assigned by the system to identify an order.

Enter a valid order number to advance to the Work with Order Detail Reservations Screen. If you enter an invalid order number, you advance to the Scan by Order Number screen.

Inventory on quotes is not eligible for interactive reservation: Quotes cannot be reserved.

Numeric, 8 positions; optional.

Customer class

A code to identify a group of customers. You can direct offers to specific classes of customers or generate lists by customer class code. Enter a valid code to advance to the Scan Orders by Customer Class Screen.

Customer class codes are defined in and validated against the Customer Class table; see Setting Up the Customer Class Table (WCCL).

Alphanumeric, 2 positions; optional.

Item/SKU

The code that represents the item/SKU. Enter a valid code (both item and SKU) to advance to the Work with Reservations by Item/SKU Screen.

Item: alphanumeric, 12 positions; optional.

SKU: alphanumeric, three 4-position fields; optional.

Work with Order Detail Reservations Screen

Purpose: Use this screen to select items for review, or to work with reservations by warehouse.

How to display this screen: Complete the Order # field on the Interactive Reservation Screen.

Field

Description

Shp (Ship to number)

A system-assigned number that represents the number of shipping addresses for the order.

Numeric, 3 positions; display-only.

Ln# (Line number)

A system-assigned detail line number on the order.

Numeric, 3 positions; display-only.

Item

A code used to identify a unit of inventory.

Alphanumeric, 12 positions; display-only.

COLR SIZE OTHR

A code used to further define the item.

Alphanumeric, three 4-position fields; display-only.

Qty avail

The quantity of the item that is available to sell in this warehouse. A negative number indicates the item is backordered.

The calculation for availability is:

On hand quantity - Quantity reserved - Quantity protected - Pending transfers - Backordered quantity

Takes into account only reservable locations.

Numeric, 7 positions; display-only.

Qty prot (Quantity protected)

The quantity of the item that can be reserved only through Interactive Reservation where inventory is dispersed manually, as in the case of large wholesale orders or preferred mail order customers.

The system uses this field to reserve the component items on a finished good work order if Use Work Order Processing (E37) is selected in the System Control table. See Finished Good Work Order Processing (WWOR) for more information on work orders.

Numeric, 5 positions; display-only.

Qty open (Quantity open)

The total number of units that have not shipped.

Numeric, 5 positions; optional.

Qty rsrvd (Quantity reserved)

The quantity of the item that is set aside for existing orders. Increases by immediate and interactive reservation and decreases by confirmation or pick void/reprint.

Numeric, 5 positions; optional.

Qty to reserve

The number of units of the item that you want to reserve for this order.

Numeric, 5 positions; required.

Screen Option

Procedure

Display order details

Select Order detail for an order detail line to advance to the Display Order Detail Reserve Information Screen.

Display reserve by warehouse details

Select Reserve by Warehouse for an order detail line to advance to the Work with Reservations by Warehouse Screen.

Display reserved order lines

Select Reserved Order Lines for an order detail line to advance to the Display Reserved Order Lines Screen.

Display Order Detail Reserve Information Screen

Purpose: Use this screen to review reservation information for an order detail line.

How to display this screen: Select Order detail for an order detail line on the Work with Order Detail Reservations Screen.

Field

Description

Order

A unique number assigned by the system to identify an order. Every order on the system is assigned an order number.

Numeric, 8 positions; display-only.

Ship-to number (Unlabeled field to the right of the order number)

A hyphen (-) separates this field from the Order # field. Indicates the number of shipping addresses for the order. The system assigns a sequential ship-to number to every order. The first ship-to address is assigned the number 1.

Numeric, 3 positions; display-only.

Line number (Unlabeled field to the right of the ship-to number)

A hyphen (-) separates this field from the Ship-to field. The line number on the order. Up to 999 detail lines may be entered on an order. Order lines are presented in descending sequence so that the most recent order line displays first.

Numeric, 3 positions; display-only.

Status

The status of the order detail line.

Valid values:

B = Express Bill

C = Canceled

E = Error

H = Held

S = Sold out

X = Closed

Blank = Open

Alphanumeric, 1 position; display-only.

Item

A code and description of the unit of inventory on an order detail line. If a SKUed item is displayed, the SKU information will also appear.

Alphanumeric, 12 positions; display-only.

Override warehouse

The code and description of the warehouse that supersedes the default warehouse, defined in the System Control table.

Numeric, 3 positions; display-only.

Backorder warehouse

The code and description of the warehouse that the order detail line was backordered from.

Numeric, 3 positions; display-only.

Backorder date

The date when the order detail line was printed on the backorder notification form. This form is sent to a customer when an order detail line is delayed in shipping.

Numeric, 6 positions; display-only.

Backorder reason

The reason an order detail line was backordered.

Alphanumeric, 25 positions; display-only.

Bypass reservation

A code which indicates whether the item is flagged to bypass reservation in order entry.

Selected = The item is flagged to bypass reservation in order entry.

Unselected = The item is not flagged to bypass reservation in order entry.

Note: If the Use OROB for Fulfillment Assignment (M31) system control value is selected, the system uses the Bypass reservation flag to send orders to Order Broker for fulfillment assignment.

Drop ship flag

Indicates whether this item is an item that you typically do not stock in inventory; drop ship items must be ordered and shipped from your supplier (vendor).

These types of items are not generally available for Reservation. The system creates a separate pre-generated pick for drop ship items to print and forward to the vendor.

Additionally, drop ship items must be billed via a special drop ship billing program (because the vendor must notify you when the items have shipped so that you do not bill the customer before the merchandise is received).

Valid values:

Drop Ship = Drop ship item

Regular = Regular item

Display-only.

Future order

Valid values:

Selected = Indicates that this is a future order.

Unselected = Indicates that this is a current order.

How the system evaluates future orders:

1) The system adds today's date and the Reservation Lead Days (B27) and compares this value against the Arrival date on the order.

If the result is greater than the Arrival Date, the system:

• Considers the order to be a future order and inventory will not be reserved.

• Flags each detail line on a future order for future reservation.

 

2) Typically, you run the Evaluate Future Orders program each evening to evaluate each order detail line marked as a “future order.” The system adds today's date to the Reservation Lead Days value and compares the result against the order's Arrival Date. This comparison determines when inventory can be reserved for a future order. When the result is less than or equal to the Arrival Date, the “future order” flag will be removed from each detail line on the order and each line will be eligible for reservation.

Expected ship date

The date on which a purchase order that can fulfill this order line is expected. This date takes into account PO layering, where previously-backordered items will be fulfilled from new PO receipts, prior to new backordered lines. This means that the next purchase order due to be received may not be the purchase order to fulfill this line.

Numeric, 6 positions (in user date format); display-only.

Reserve date/time

The date and time that inventory was matched to this order detail line.

Numeric, 6 positions (in user date format, HHMMSS format); display-only.

Ordered

The number of units of this item on the order detail line.

Numeric, 5 positions; display-only.

Reserved

The number of units of the item reserved during the Reservation program. This program reserves stock for specific orders. Quantities may or may not have picks created for them.

Numeric, 5 positions; display-only.

Printed

The number of units of the item, on this order detail line, for which pick slips have been printed.

Numeric, 5 positions; display-only.

Shipped

The quantity on this order detail line that has been shipped.

Numeric, 5 positions; display-only.

Canceled

The quantity on this order detail line that has been canceled.

Numeric, 5 positions; display-only.

Returned

The quantity on this order detail line that has been returned.

Numeric, 5 positions; display-only.

Sold out

The quantity on this order detail line that has been sold out.

Numeric, 5 positions; display-only.

Work with Reservations by Warehouse Screen

Purpose: Use this screen to review reservation information by warehouse. This information is listed according to the item's quantity available to sell, the item's quantity that cannot be reserved except through interactive reservation, and the number of units of this item that will be reserved.

How to display this screen: Select Reserve by Warehouse for a detail line on the Work with Order Detail Reservations Screen.

Field

Description

Order

A unique number assigned by the system to identify an order. Every order on the system is assigned an order number.

Numeric, 8 positions; display-only.

Ship-to number (Unlabeled field to the right of the order number)

A hyphen (-) separates this field from the Order # field. Indicates the number of shipping addresses for the order. The system assigns a sequential ship-to number to every order. The first ship-to address is assigned the number 1.

Numeric, 3 positions; display-only.

Line number (Unlabeled field to the right of the ship-to number)

A hyphen (-) separates this field from the Ship-to number. The line number on the order. Up to 999 detail lines may be entered on an order. Order lines are presented in descending sequence so that the most recent order line displays first.

Numeric, 3 positions; display-only.

Qty open (Quantity open)

The total number of units that have not been shipped. This includes quantity on backorder and quantity held. Future shipments and drop ships are not included in this number.

Numeric, 5 positions; display-only.

Qty rsrved (Quantity reserved)

The quantity of the item that is set aside for existing orders. Increases by immediate and interactive reservation and decreases by confirmation or pick void/reprint.

Numeric, 5 positions; display-only.

Sold to

The name of the customer who placed the order. Validated against the Customer Sold-to table.

Alphanumeric, 15 positions (first name), 1 position (initial), 25 positions (last name); display-only.

Item

A code and description of the unit of inventory on an order detail line. If a SKUed item is displayed, the SKU information will also appear. Validated against the Item table.

Alphanumeric, 12 positions; display-only.

Whs (Warehouse)

A code that represents the default warehouse. Warehouse codes are defined in and validated against the Warehouse table; see Creating and Maintaining Warehouses (WWHS).

Numeric, 3 positions; optional.

Warehouse name

A description of the default warehouse.

Alphanumeric, 12 positions; display-only.

Quantity available

The quantity of the item that is available to sell. A negative number indicates the item is backordered.

Numeric, 7 positions; display-only.

Quantity protected

The quantity of the item that can be reserved only through Interactive Reservation where inventory is dispersed manually, as in the case of large wholesale orders or preferred mail order customers.

The system uses this field to reserve the component items on a finished good work order if the Use Work Order Processing (E37) system control value is selected. See Finished Good Work Order Processing (WWOR).

Numeric, 5 positions; display-only.

Qty to reserve (Quantity to reserve)

The number of units of this item to reserve for this order.

Order Lines Flagged for Van Delivery

If the ship via on the order line (or the ship via on the order header if one is not defined for the order line) matches the ship via defined in the Default Van Delivery Ship Via (L07) system control value, the system prevents you from reserving against a warehouse other than the reserve warehouse defined for the order line. In this situation, if you try to enter a quantity to reserve against a warehouse other than the one defined for the order line, the system displays an error message: Van Delivery cannot be reserved from warehouse. In order to reserve against another warehouse, you must first update the ship via for the order line to a via other than the van delivery ship via. See Van Delivery Processing for an overview.

Numeric, 5 positions; required.

Screen Option

Procedure

Display locations

Select Display Locs for a warehouse to advance to the Display On Hand by Warehouse Screen.

Review warehouse details

Select Warehouse details for a warehouse to advance to the Display Item Warehouse Screen (Displaying Item Warehouse Details)

Review order details

Select Order Detail to advance to the Display Order Detail Reserve Information Screen.

Review reserved lines

Select Reserved Lines to advance to the Display Reserved Order Lines Screen.

Display On Hand by Warehouse Screen

Purpose: This screen displays on-hand inventory for items in a particular warehouse location.

How to display this screen: At the Work with Reservations by Warehouse Screen, select Display Locs for the warehouse you want to view.

Field

Description

Warehouse

A code that represents the default warehouse.

Numeric, 3 positions; display-only.

Item

A code and description of the unit of inventory on the order detail line. If a SKUed item is displayed, the SKU information will also appear.

Item: alphanumeric, 12 positions; display-only.

SKU: alphanumeric, three 4-position fields; display-only.

Description: Alphanumeric, 30 positions, display-only.

Location

A user-defined code that represents a warehouse location where merchandise is stored. The warehouse location code can consists of a zone/aisle/shelf/bin combination, or it can be any user-defined code. The location code prints on picks slips and reports.

Example: The location A010201 indicates:

Zone Aisle Shelf Bin

A 01 02 01

See Creating and Maintaining Locations (WLOC).

Alphanumeric, 7 positions; display-only.

On hand

The actual on-hand quantity for the item in this warehouse location.

Numeric, 7 positions; display-only.

Printed

The number of units currently “allocated” for this item in this warehouse location, determined by the number of picks generated for this location.

When determining locations to reserve during Reservation, the system subtracts the printed quantity from the on-hand quantity in this location to determine the quantity available for Reservation.

Numeric, 7 positions; display-only.

Display Item Warehouse Screen (Displaying Item Warehouse Details)

Purpose: This screen displays detail information for items in a specified Item/SKU Warehouse.

How to display this screen: At the Work with Reservations by Warehouse Screen, select Warehouse details for the warehouse you want to view. All fields on this screen are display-only.

Field

Description

Item

The item code.

Alphanumeric, 12 positions; display-only.

SKU

A code that further identifies the item.

Alphanumeric, three 4-position fields; display-only.

Warehouse

The code and description of the default warehouse.

Numeric, 3 positions; display-only.

Reservation freeze

Indicates whether the item or SKU in this warehouse is frozen.

Valid values are:

Selected = The item/SKU warehouse is frozen.

Unselected = The item/SKU warehouse is not frozen.

If an item or SKU warehouse is frozen:

• Pick Slip Generation will ignore the item warehouse when determining where inventory should be picked to fulfill an order. See Performing Pick Slip Generation.

• Inventory will not reserve during Order Entry. See Reviewing Reservation Types.

Economic order qty

The optimum ordering quantity for this item/SKU, based on a set of criteria such as: quantity, cost, etc. Used for inventory reporting purposes and by Purchasing.

Numeric, 7 positions; display-only.

Backorder qty

The quantity of the item needed to fill existing orders, which must be fulfilled through PO receipts.

Numeric, 7 positions; display-only.

Protected qty

The quantity of the item that can be reserved only through Interactive Reservation where inventory is dispersed manually, as in the case of large wholesale orders or preferred mail order customers.

The system uses this field to reserve the component items on a finished good work order if Use Work Order Processing (E37) is selected in the System Control table. See Finished Good Work Order Processing (WWOR).

Numeric, 5 positions; display-only.

Min qty

The minimum on-hand quantity for the item/SKU in this warehouse.

Numeric, 7 positions; display-only.

Reorder qty

The quantity of the item that should be ordered when inventory reaches the minimum stock level (defined in the Min Qty field).

Numeric, 7 positions; display-only.

Max qty

The maximum on-hand quantity for the item/SKU in this warehouse.

Numeric, 7 positions; display-only.

Reserve qty

The quantity of the item/SKU that is set aside for existing orders. Increases by immediate, batch, or interactive reservation and decreases by confirmation or pick void/reprint.

Numeric, 7 positions; display-only.

On hand qty

The actual on-hand quantity for the item in this warehouse location.

Numeric, 7 positions; display-only.

S/H reserve qty

The quantity of this item in this warehouse that has been reserved and is undergoing some type of special handling, such as monogramming, hemming, etc.

Increased by the Reservation program. Items that are flagged with a special handling code in Order Entry or Order Maintenance increment this field following reservation. Decreased by Confirmation or Pick Void/Reprint.

Numeric, 7 positions; display-only.

On order qty

The quantity of this item due to be received in this warehouse through purchase orders.

This information helps the customer decide whether to order now or to cancel the order because of inventory unavailability.

Numeric, 7 positions; display-only.

Reserve transfer quantity

The quantity of the item that is earmarked for an inventory transfer. This quantity cannot be used by the Reservation program to match inventory to new orders.

Numeric, 7 positions; display-only.

Protect min/max

This field is not currently implemented.

Included only if the Use Store File (G15) system control value is selected.

Cost of goods

Represents the vendor cost at which this item in this warehouse was purchased. The cost of the item is updated when the item is confirmed for shipment. Used in item profitability analyses.

Note: The Display Cost in Inventory (A38) secured feature controls the display of this field.

Numeric, 11 positions with a 2-place decimal; display-only.

Picks generated

The total number of pick slips generated for this item in this warehouse, life-to-date.

Numeric, 7 positions; display-only.

Dollars returned

The dollar value of all returns that have been entered to date for this item in this warehouse. Updated by the Return Authorization process when the return is accepted. Updated with the actual dollars returned based on the amount charged when the item was shipped.

Numeric, 11 positions with a 2-place decimal; display-only.

Units returned

The number of units of this item in this warehouse returned to date. Updated by the Return Authorization process when returns are entered and updated.

Numeric, 11 positions with a 2-place decimal; display-only.

Dollars sold

The actual dollars sold (shipped and billed) for this item/SKU to date. Updated with the actual merchandise dollars billed on the shipment, during Billing.

Numeric, 11 positions with a 2-place decimal; display-only.

Units sold

The number of sales for this item/SKU in this warehouse to date. Updated during Billing.

Numeric, 11 positions with a 2-place decimal; display-only.

Protect price

This field is not currently implemented.

Included only if the Use Store File (G15) system control value is selected.

An error message indicates if you try to change this value and you do not have authority to the Maintain Item Warehouse Retail Price (A91) secured feature: Not authorized to change.

Display Reserved Order Lines Screen

Purpose: This screen displays order line information. This information is listed according to company; warehouse; quantity reserved, quantity printed, and quantity remaining; and reservation date and time.

How to display this screen: At the Work with Reservations by Warehouse Screen, select Reserved Lines.

Field

Description

Order

A unique number assigned by the system to identify an order. Every order on the system is assigned an order number.

Numeric, 8 positions; display-only.

Ship-to number (Unlabeled field to the right of the order number)

A hyphen (-) separates this field from the Order # field. Indicates the number of shipping addresses for the order. The system assigns a sequential ship-to number to every order. The first ship-to address is assigned the number 1.

Numeric, 3 positions; display-only.

Line number (Unlabeled field to the right of the ship-to number

A hyphen (-) separates this field from the Ship-to field. The line number on the order. Up to 999 detail lines may be entered on an order. Order lines are presented in descending sequence so that the most recent order line displays first.

Numeric, 3 positions; display-only.

Qty ordered

The number of units of this item ordered on this order line.

Numeric, 5 positions; display-only.

Qty reserved

The quantity of the item/SKU that is set aside for this order.

Numeric, 7 positions; display-only.

Cmp (Company)

The company for which you are viewing records.

Numeric, 3 positions; display-only.

Whs (Warehouse)

A code that represents the warehouse from which the order line was reserved. Validated against the Warehouse table.

Numeric, 3 positions; display-only.

Quantity reserved

The quantity of the item/SKU that is set aside for this order.

Numeric, 7 positions; display-only.

Quantity printed

The number of units for which a pick slip has been printed.

The system updates this field when it creates a pre-generated pick for the order line, incrementing this number by the quantity on the Pick Control Detail; see Applying Pick Slip Preparation to an Order.

Numeric, 5 positions; display-only.

Quantity remaining

The difference between the quantity reserved and the quantity printed.

The system updates this field when it creates a pre-generated pick for the order line, decreasing this number by the quantity on the Pick Control Detail; see Applying Pick Slip Preparation to an Order.

Only records with a remaining quantity greater than zero will be selected.

Numeric, 5 positions; display-only.

Reservation date

The date the item on the order detail line was reserved.

Numeric, 6 positions (in user date format); display-only.

Reservation time

The time the item on the order detail line was reserved.

Numeric, 6 positions (HHMMSS format); display-only.

Scan Orders by Customer Class Screen

Purpose: Use this screen to display the customer(s) that you want to work with. Customer classes restrict certain customers from immediate reservation. For example, there may be some customers who should not be included in immediate reservation due to the volume of merchandise ordered, or the type of items ordered.

How to display this screen: On the Interactive Reservation Screen, enter the customer class you wish to work with, or prompt click on the arrow in the Customer class field to display a list of customer classes.

Field

Description

Order #

A system-assigned code that represents a customer order number.

Numeric, 8 positions; optional.

Order date

The order processing date. Defaults to the current date.

Numeric, 6 positions (in user date format); optional.

Status

The status of the order detail line.

Valid values:

Open

Cancelled

Closed

Error

Held

Purged

Suspended

Optional.

Type

A user-defined code that indicates how the order was received, such as mail order, telephone order, retail, etc.

Alphanumeric, 1 position; optional.

Select Work with detail for an order to advance to the Work with Order Detail Reservations Screen.

Work with Reservations by Item/SKU Screen

Purpose: Use this screen to display the order information for a particular item that you want to work with.

How to display this screen: On the Interactive Reservation Screen, enter an item/SKU, or prompt click on the arrow in this field to display a list of items and then a list of SKUs associated with an item.

Field

Description

Item

A code and description for a unit of inventory on an order detail line. If a SKUed item is displayed, the SKU information will also appear.

Alphanumeric, 12 positions; display-only.

COLR SIZE OTHR

The SKU code; a code that further defines the item. The three elements are defined in the System Control table and validated against the SKU Element (1, 2, 3) tables.

Alphanumeric, three 4-position fields; display-only.

Qty avail (Quantity available)

The quantity of the item that is available to sell in all warehouses. A negative number indicates the item is backordered.

The calculation for availability is:

On hand quantity - Quantity reserved - Quantity protected - Pending transfers - Backordered quantity

Takes into account only reservable locations.

Numeric, 7 positions; display-only.

Qty prot (Quantity protected)

The quantity of the item that can be reserved only through Interactive Reservation where inventory is dispersed manually, as in the case of large wholesale orders or preferred mail order customers.

The system uses this field to reserve the component items on a finished good work order if Use Work Order Processing (E37) is selected in the System Control table.

See Finished Good Work Order Processing (WWOR), for more information on work orders.

Numeric, 5 positions; display-only.

Order #

A unique number assigned by the system to identify an order.

Numeric, 8 positions; optional.

Shp (Ship-to number)

This system-assigned number represents the number of shipping addresses for the order.

Numeric, 3 positions; optional.

Ln # (Line number)

A system-assigned detail line number on the order.

Numeric, 3 positions; optional.

Sold-to name

The name of the customer who placed the order. Validated against the Customer Sold-to table.

Alphanumeric, 15 positions (first name), 1 position (initial), 25 positions (last name); display-only.

Qty open

The number of units of this item that have not shipped.

Qty rsrvd (Quantity reserved)

The number of units of the item that are set aside for existing orders. Increases by immediate and interactive reservation and decreases by confirmation or pick void/reprint.

Numeric, 5 positions; optional.

Qty to reserve

The number of units of this item that are to be reserved for this order.

Numeric, 5 positions; required.

Screen Option

Procedure

Display order detail information

Select Display order detail for an order to advance to the Display Order Detail Reserve Information Screen.

Display reservations by warehouse details information

Select Reserve by warehouse for an order to advance to the Work with Reservations by Warehouse Screen.

Display reserved order lines

Select Reserved order lines for an order to advance to the Display Reserved Order Lines Screen.

MIRV OMSCS 19.0 December 2019 OHC