Hierarchy Levels for Reservations and Picks

You can create reservations and picks at different levels. Depending on the level you define, certain fields are required, conditionally optional, or optional.

Reservations

You can create reservations at the organization, revision, lot, subinventory, and locator levels.

Note: You must first enter the lot, if you want to enter the subinventory and locator when creating reservations.

Reservation Level

Required or Optional Field

Description

Organization and Item

Required

Item reservations prevent the allocation of inventory that was previously set aside for a demand source in an organization.

Revision

Conditionally optional

Reservation at the revision level sets aside a revision of an item for the specified demand source.

Lot Number

Conditionally optional

If a lot is reserved for a demand source, it prevents allocation of any item in the lot for any other source.

Subinventory

Optional

Subinventory reservation sets aside the items in the subinventory for the demand source.

Locator

Conditionally optional

You can reserve locator combinations such as rack, bin, and row for a demand source.

Serial Number

Conditionally optional

You can reserve serial numbers if they're available in inventory and unreserved, and the serial quantity is available for the reservation.

  • If serials are reserved, then pick release allocates these serials regardless of the suggestions made by the picking rules, assuming that the serial status allows pick release.

  • If serials are reserved, then pick release allocates the reserved serials first. For the remaining demand, it honors the organization parameter Allocate serial numbers.

Picks

You can create picks for items that are lot controlled or not lot controlled. A pick is always detailed at the lowest level.

Pick Items

Required Fields

Optional Fields

Item with lot control

Organization, item, lot, subinventory.

Serial number

Item without lot control

Organization, item, subinventory.

Serial number

When you manually create or edit a pick from the Reservation and Picks user interface, the destination subinventory and locator default as the default staging subinventory and locator for the item.

Note: For picks, revision is required if an item is revision controlled. Locator is required when subinventory is locator controlled.