Defaulting Rules to Material Stock Requests

For material stock requests, the reservation and backorder rules can be manually entered on the demand line or default to the demand line from the Setup Item Fulfillment-Reservation / Backorder Rules page (the item/business unit level) or the Setup Fulfillment-Reservation page (business unit level).

If there are no reservation and backorder rules established for the demand line, then the system uses the Partial Qtys Can Ship, Cancel Backorder, and Partial Orders Can Ship check boxes located on the Setup Item Fulfillment page or the Setup Fulfillment page to determine releases and backorders. Demand lines with no reservation rules refer to the Partial Qtys Can Ship check box. Demand lines with no backorder rules refer to the Cancel Backorder check box.

Field or Control	Description
Partial Qtys Can Ship	Select this check box to enable the system to reserve part of the requested quantity for a demand line and set to releasable state when it is within the reservation lead days. The system splits the demand line, releases the reserved quantity, and backorders the shortage. If this check box is not selected, then the system does not set the demand line to releasable state unless the entire requested quantity can be reserved. If the demand line is within the reservation lead days and the entire requested quantity cannot be reserved, then the entire demand line is backordered. Note: This check box has uses beyond reservations; it is also checked at picking and shipping time.
Cancel Backorder	Select this check box to cancel any backorder created by the Reserve Materials process or the online reservations processes.

Field or Control

Description

Partial Qtys Can Ship

Select this check box to enable the system to reserve part of the requested quantity for a demand line and set to releasable state when it is within the reservation lead days. The system splits the demand line, releases the reserved quantity, and backorders the shortage.

If this check box is not selected, then the system does not set the demand line to releasable state unless the entire requested quantity can be reserved. If the demand line is within the reservation lead days and the entire requested quantity cannot be reserved, then the entire demand line is backordered.

Note: This check box has uses beyond reservations; it is also checked at picking and shipping time.

Cancel Backorder

Select this check box to cancel any backorder created by the Reserve Materials process or the online reservations processes.

The Partial Quantities Can Ship and Cancel Backorder check boxes work together to determine the reservation and backorder decisions. The following actions are taken depending on the settings:

If the Cancel Backorder check box is not selected and the Partial Quantities Can Ship check box is selected, then partial quantities are reserved and a backorder created for the shortage.
If the Cancel Backorder check box is not selected and the Partial Quantities Can Ship check box is not selected, then either the full requested quantity is reserved and released or no quantity reserved and released. A backorder is created for the full quantity if no quantity is reserved
If the Cancel Backorder check box is selected and the Partial Quantities Can Ship check box is selected, then a partial quantity is reserved and the backorder is canceled for the shortage.
If the Cancel Backorder check box is selected and the Partial Quantities Can Ship check box is not selected, then full quantity is canceled if it is not available to be reserved.

At shipping time, if the Partial Orders check box on the Setup Fulfillment page is not selected, then the shipping processes do not allow any of the lines on the order or unit of work to be shipped unless all of the lines within the order or unit of work can be shipped.