Manage Reservations Using a Redwood Page

Welcome to training for Oracle Fusion Inventory Management in Oracle Supply Chain Management Cloud. In this session, we will talk about the feature manage reservations using a Redwood page. We'll begin our demonstration by navigating to the inventory management landing page.

On the inventory management landing page, we'll get to the inventory work area. On the inventory work area, we see the tasks for reservations and picks when the Redwood profile for reservations and picks is enabled.

Let's click on the reservations task. This navigates us to the Redwood reservations landing page. On the reservations landing page, you can view reservations for a specific organization or for all the accessible organizations.

You can search reservations either by item or a demand document number. Alternatively, you can also search reservations by supply document type, due date, demand document type. You can use other filters to refine your search. Clicking on the supply document type, you can search by the supply document types. Likewise, you can search reservations by these demand document types.

We have created a sales order for which there are no reservation records. When we query the reservations for such a demand document number on the reservation landing page, we would not see any records. To create a reservation for such a demand document number, we will click on the Create button on the reservation landing page. This navigates us to the demand documents page.

On the demand documents page, the default demand context is that for a sales order. You can choose other demand context based on the demand type for which you are trying to create a reservation. We will search by the sales order demand document number.

This brings up the sales order number, the customer name associated to it, the number of lines on the order are three. The reservation status for the sales order is unresolved. To view the lines associated to the order, we will click on the View button.

This navigates us to the sales order page. On the sales order page, we see the demand context at the top. Likewise, when we navigate to the page for a work order demand, you will see the work order context at the top and you will be navigated to the work order page.

On the sales order page, we see the lines which are associated to the demand. You can view the organization associated to the demand lines. In case you have shipment set associated to the demand lines, you can choose to make it visible using the customized columns.

The requested quantity for all the demand lines is 10. The reserved quantity is zero. You can choose to reserve the demand lines to the on-hand quantity. The quantity available to reserve indicates the on-hand supply that is available to reserve.

Likewise, you can also choose to reserve the quantity for the purchase order, transfer order, work order, requisitions, and transfer order return supply sources to the demand lines. The UOM you see here is the UOM on the ordered lines. If you want to view the quantity in terms of the primary UOM, you can choose the primary unit of measure toggle.

The reservation status indicates the reservation status for each of the demand lines. We will now select the lines. You can choose to select a few or all the lines and choose to reserve them automatically to the on-hand supply using the reserve automatically button at the top. So doing so reserves the demand lines to the on-hand supply.

So this initiates a scheduled process and it runs in the background. Once the reservation is completed, you would see that the quantity is reserved corresponding to the demand line. When we navigate back to the demand document page, we see that the reservation status for the order has now been updated to partially reserved.

Let's view the sales order page. And here we see that the quantity for the demand line is reserved. When we see the reservation status corresponding to the demand line, we see that the demand line is reserved, and we see a reservation record here on the reservations page corresponding to the demand line.

We will delete the reservation that is automatically created. Note that the reservation which has been automatically created is not associated to any subinventory and locator because it's initiated using the reserve automatically action. Deleting the reservation gives a toast message. We will now create a new reservation record using the create reservation button on the reservations page.

This brings up the supply sources which are available to reserve for this demand. We see that we only have the on-hand supply source, which we can reserve to this demand line. We will select the on-hand supply source and click on continue.

This navigates us to the create reservations page. On the create reservations page, we will choose the subinventory from where we want to use the on-hand. We will have to enter a locator because the subinventory is a locator controlled subinventory.

The quantity available to reserve indicates the quantity that is available to reserve for the item in this location. We will specify a partial quantity of 5. At this stage, we can choose to submit and create a reservation in order to associate serial numbers to this reservation record, we will also have to provide the serial information.

To do so, we will click on the Add button. And this navigates us to the select serials page. Now on this page, you can choose to enter serials individually or you can provide a range of serial numbers. We will use a range. You can choose to scan or search the serial numbers using the LOV.

We will select the starting serial number. Using the Add button, we have identified the serials which we want added to the reservation record. Now the serials have been added to the reservation record. We'll submit. This creates the reservation for the demand line.

And the status for the demand line is now updated to partially reserved. We'll create another reservation corresponding to the demand line in order to fully resolve the demand line. So we'll click the create reservation button. This again navigates us to the supply source. We'll choose the on-hand supply. We'll choose the subinventory and the locator. And this time, we have picked a different subinventory. We'll add the serials to the reservation record.

Clicking on the Submit button creates the second reservation for the demand line. And with this, the status of the demand line has been updated from partially reserved to reserved. And we see two reservation records corresponding to the demand line on the reservation page.

Navigating back to the sales order page, we now observe that the status of the demand line has now been updated to reserved. Let's now create a reservation for the next demand line. We'll navigate back to the reservations page. And for this demand line, we will choose to reserve it to the purchase order supply.

We'll click on the Continue button. And this brings us to the reservations page. Now here all the supply records which are eligible to be reserved, they appear. We'll click on the Edit button corresponding to a supply record. This makes the line editable. We can use the tabs in order to navigate.

While navigating, we see that the quantity which is available to reserve on this purchase order is 98. We'll reserve 10 from this purchase order to the demand line. Clicking on approve creates the reservation for this demand line. The status of the demand line has now been updated to reserved.

We'll navigate back to the sales order page. We see the reservation status for the line has been updated to reserved. We will now initiate the reservation for the third line on this demand document number. This is for a plain item. We will again use the create reservation button to create a reservation for the demand line. We will choose to reserve it to the on-hand supply.

We provide the subinventory and the locator. For this sub, we don't have the quantity which is available to reserve. So we will choose to reserve it from a different subinventory. For this subinventory, we have adequate available to reserve quantity. So we will enter the reservation quantity and click the Submit button.

This creates the reservation record for the demand line. And the status of the demand line updates to reserved. Navigating back to the sales order page, we see that the reservation status for all the demand lines has been updated to reserved. Let's now navigate back to the demand document page.

On the demand document page, we now observe that the reservation status for the sales order has been updated to reserved. Having created the reservation for the sales order lines, we will now navigate back to the reservation landing page.

On the reservation landing page corresponding to the demand document number, we now see the reservation records. There is one record which is reserved to the purchase order supply. And there are three records which are reserved to the on-hand supply.

For the record, which is associated to the purchase order supply, you can view the supply document number and the supply document line number associated to it. The records, which are associated to the on-hand supply for a serial item, you can view the serial numbers associated to the reservation record by clicking on the serial number link.

We will now select the first record which is reserved to the purchase order supply, and we will choose the change supply source action in order to reserve this demand to the on-hand supply instead of the purchase order supply.

For this, we will select on-hand supply action and choose Continue. This navigates us to the chain supply source page. On this page, we'll have to specify the lot we want to reserve this demand line to.

We need to choose the subinventory and the locator associated to this record. We specify the reservation quantity for this item. In this location, there is 20 number which are available to reserve. So we will reserve 10 and click the Submit button.

This updates the reservation from the purchase order supply to the on-hand source. And we get a toast message. Notice that the reservation for the record has now been updated to the on-hand supply, instead of the purchase order supply. We will now select one record and choose to transfer it to another demand using the transfer to demand action.

This record is reserved to the on-hand supply. And we will now choose to transfer it to another demand. Selecting the action brings us to the select demand source draw. And on this draw, we will select the sales order demand to which we want to transfer the reservation to.

We will select the sales order number and the line number to which we want to transfer the reservation. The reservation quantity defaults. Clicking on the Submit button, this updates the reservation for the record, and now the reservation for the item is not visible on the reservation landing page because it has been transferred to another demand.

You can choose to export the reservations on the landing page onto a spreadsheet in order to analyze it. And on the reservation landing page, before the pick release, you notice that there are no picked quantities associated to the reservation records. After pick release, we now see the picked quantity getting updated corresponding to the reservation records.

And after staging, we see that the staging subinventory is associated to the reservation records and the staged flag for the reservation has been updated. After picks are associated to a reservation record or after the lines are staged, you are disallowed to update reservations. This concludes our demonstration. Thank you for listening.