Processing Tasks

The Reserve Materials process, Fulfillment Workbench, and Inventory Reservation EIP use the fulfillment engine to reserve, promise, and release demand lines. During reservations processing, the fulfillment engine performs several other tasks to the order lines, including:

• Verifies that the requested quantity in both the ordering and standard units of measure are valid quantities as defined by the conversion rate, precision, and rounding rules specified for the units of measure.

  If an error is found in either quantity, the demand line is identified as an error and the quantities must be corrected on the Correct Demand Errors component.

• Verifies that all other data included in order lines are valid for the business unit, if you have selected the Perform Validation option for the business unit on the Setup Fulfillment-Fulfillment Tasks page.

  Setting this validation option is strongly recommended if any of the orders originate from third-party systems. You can view any errors using the Correct Demand Errors component.

• Populates the distribution type field, if blank, with the default distribution type defined on the Default Distribution Type page for the putaway transaction group.

• Pass-through levels can be established directing the fulfillment engine to not allow demand lines to pass through reservations processing if any demand line on an order or request has an error.

  The pass-through level can be set at the demand line, order or request level. For example, suppose that the pass-through level is set at the order level and errors are found on any line on the order then the full order will be held out of reservations processing. Likewise, if request-level pass through is used, then all lines on the full request will be held out of reservations processing if any errors are found. When using line-level pass-through processing, only the demand line in error will be held out of reservations processing.

  Note:

  Pass-through processing only applies to erroneous data found on the demand line. A demand line that is not eligible for reservations processing due to scheduled dates being outside of the reservations lead days time fence or due to quantity availability is not considered in error for pass-through processing.

  Note:

  When using pass-through processing on transaction requests that contain multiple group or detail segments portions of the transaction that have selection criteria that selects demand lines in error will be given an error status in the transaction staging tables. Pass-through processing reserves those demand lines that can be passed through but the transaction segment is given an error status to identity the fact that an error was found on one of the demand lines. After the error is fixed, the transaction can be reprocessed and the demand lines held back from reservations processing the first time will be processed. Segments where all demand lines have been processed based on the selection criteria in that segment will always have a Complete status, because those demand lines have already been processed.

• (Optional) Generates the Unreserved Demand Lines report after the Reserve Materials process or the Fulfillment Requests process.

The Reserve Materials process page initiates reservations processing using a run control request. When using the run control requests, group level selection criteria can be used when selecting demand lines for processing. The Inventory_Reservation EIP and the Fulfillment Workbench initiate reservations processing using a transaction request. When using the transaction based requests, both group and detail-level selection criteria can be used. The availability of detail-level selection on the transaction-based requests provides the ability to exclude specific demand lines from a group being reserved. In addition, you can also override the quantity being reserved on the detail segment of a transaction giving you the ability to designate a specific reservation quantity instead of using the open order quantity as is done when reserving at a group level.