Prioritize Order Lines for Reservations
Use Redwood's Reservation Priority page, REST API, or a scheduled process to prioritize order lines when you need to reserve more than one line at a time according to your priority.
- Search and select order lines on the Sales Order Lines page in the Order Management work area, then use attributes to prioritize them. For example, prioritize the reservation according to the Shipment Priority, Demand Class, or Order Type attributes.
- Create a rule on the Reservation Priority page to prioritize how you reserve on-hand supply for your order lines.
- Use the attributes, a rule, a scheduled process, or REST API to prioritize your lines for reservation.
Use Attributes to Prioritize Order Lines That You Want to Reserve
Use the Sales Order Lines page:
- Use keywords and filters to search your order lines.
- Select two or more order lines in the search result. You can select lines across more than one sales order.
- Click Reserve.
- Use the Set Reservation Priority section of the Reserve Line dialog to specify the attributes that determine the priority Order Management will use to reserve the order lines. You can also set the sort order.
- Click Reserve.
- Click Action Status to see the result. If the reservation fails for a line, then the line will remain in its original state. You can review the error in the action report.
- Select up to 3 attributes at a time to prioritize the lines.
- You must set a default sort order for nondate attributes on the Reservation Priority page. Order Management will use this sort order when you reserve order lines.
- As an option, you can set a default sort order for date attributes on the Reservation Priority page. Order Management will first check to see if you've set up a sort order in a business rule. If not, it will use the default from the Reservation Priority page. If you don't set either, then it uses Ascending.
- Order Management groups order lines by the item that you're reserving, then reserves them sequentially in each group according to the sort order.
- You can use the reserve action only on order lines where the orchestration process is currently on the reservation task.
Order Management won’t default the attributes from the business rule if:
- You use incorrect attribute names in the rule, or
- You haven't set up a default sort order for nondate attributes on the Reservation Priority page.
Use Rules to Prioritize Order Lines That You Want to Reserve
- Use keywords and filters to search your order lines.
- Select two or more order lines in the search result. You can select lines across more than one sales order.
- Click Reserve.
- Enable the Use Reservation Priority Rule option.
- Set the Rule Name attribute to the value that you created on the Reservation Priority page. Order Management defaults the attributes and sort order from the rule's setup.
- Click Reserve.
- Click Action Status to see the result. If the reservation fails for a line, then the line will remain in its original state. You can review the error in the action report.
Note
- You must create the rule on the Reservation Priority page and set it to Active.
- If you set up a rule as the default, and if you enable the Use Reservation Priority Rule option, then the page will automatically use the rule as the default on the Reserve Line dialog.
Assume you have these order lines across orders and the orchestration process is on the reservation task. The quantity that's available to reserve is 50 for the AS92888 item and is also 50 for the AS54111 item in the Boston Manufacturing warehouse:
| Line | Item | Quantity | UOM | Warehouse | Scheduled Ship Date | Order Type |
|---|---|---|---|---|---|---|
| 1 | AS92888 | 4 | Each | Boston Manufacturing | 5/8/25 11:59 PM | Standard |
| 2 | AS92888 | 5 | Each | Boston Manufacturing | 5/9/25 11:59 PM | Export |
| 3 | AS92888 | 9 | Each | Boston Manufacturing | 5/9/25 11:59 PM | Export |
| 4 | AS54111 | 11 | Each | Boston Manufacturing | 5/7/25 11:59 PM | Export |
| 5 | AS92888 | 7 | Each | Boston Manufacturing | 5/7/25 11:59 PM | Export |
| 6 | AS92888 | 4 | Each | Boston Manufacturing | 5/9/25 11:59 PM | Standard |
| 7 | AS54111 | 11 | Each | Boston Manufacturing | 5/7/25 11:59 PM | Institutional |
| 8 | AS54111 | 8 | Each | Boston Manufacturing | 5/9/25 11:59 PM | Institutional |
| 9 | AS92888 | 9 | Each | Boston Manufacturing | 5/9/25 11:59 PM | Institutional |
| 10 | AS92888 | 14 | Each | Boston Manufacturing | 5/9/25 11:59 PM | Institutional |
Select the order lines, set the Rule Name attribute to Prioritize Export and Institutional Orders on the Reserve Line dialog, then click Reserve.
Assume the rule has this set up:
| Priority | Attribute | Sort Order |
|---|---|---|
| 1 | Order Type |
Export Institutional |
| 2 | Scheduled Ship Date | Ascending |
Order Management will:
- Group the lines into one group for the AS92888 item and another group for the AS54111 item.
- Sort each group according to the order type, and then by the scheduled ship date in ascending order.
- Assign the highest priority to the Export order type, followed by Institutional order type, and then other order types.
- Give higher priority to order lines that are closer to the scheduled ship date in each order type.
And the winners are:
| Line | Item | Quantity | UOM | Warehouse | Scheduled Ship Date | Order Type | Reservation Result |
|---|---|---|---|---|---|---|---|
| 1 | AS92888 | 4 | Each | Boston Manufacturing | 5/8/25 11:59 PM | Standard | Reserved |
| 2 | AS92888 | 5 | Each | Boston Manufacturing | 5/9/25 11:59 PM | Export | Reserved |
| 3 | AS92888 | 9 | Each | Boston Manufacturing | 5/9/25 11:59 PM | Export | Reserved |
| 4 | AS54111 | 11 | Each | Boston Manufacturing | 5/7/25 11:59 PM | Export | Reserved |
| 5 | AS92888 | 7 | Each | Boston Manufacturing | 5/7/25 11:59 PM | Export | Reserved |
| 6 | AS92888 | 4 | Each | Boston Manufacturing | 5/9/25 11:59 PM | Standard | Manual Reservation Required (Not reserved) |
| 7 | AS54111 | 11 | Each | Boston Manufacturing | 5/7/25 11:59 PM | Institutional | Reserved |
| 8 | AS54111 | 8 | Each | Boston Manufacturing | 5/9/25 11:59 PM | Institutional | Reserved |
| 9 | AS92888 | 9 | Each | Boston Manufacturing | 5/9/25 11:59 PM | Institutional | Reserved |
| 10 | AS92888 | 14 | Each | Boston Manufacturing | 5/9/25 11:59 PM | Institutional | Reserved |
Order Management will sequentially reserve the order lines in each group starting with the first line.
The quantity that's available to reserve for the AS92888 item in the Boston warehouse is 50 but the ordered quantity is 52, so Order Management reserved lines 1, 2, 3, 5, 9, and 10 for the AS92888 item but didn't reserve line 6. This is because line 6 is for the Standard order type and has the farthest scheduled ship date, so it's the last in the sequence of order lines for the AS92888 item.
Order Management reserved all lines for the AS54111 item because there's enough quantity available to reserve. Order Management will first reserve line 4, followed by line 7, and then line 8.
Use a Scheduled Process to Reserve Order Lines
Use the Submit Actions for Orders or Order Lines scheduled process. You can use these parameters on the scheduled process to filter the order lines that you want to reserve:
- Business Unit
- Source System
- Warehouse
- Item
You can also use From and To date parameters for:
- Creation Date, on the order line
- Ordered Date
- Requested Ship Date
- Requested Arrival Date
- Scheduled Ship Date
- Scheduled Arrival Date
Note
- You can use the Prioritize By and Sorting Orders parameters just like you do when you use the reserve action on the Sales Order Lines page.
- You can run this process on a schedule just like you do with any other scheduled process. Use the Auto Increment attribute to automatically revise the date parameters each time it runs on a schedule.
- If an order line's reservation fails, then the line will remain in its original state. You can use the Action Report page or the log file of the schedule process to review the error.
- The scheduled process only selects order lines that are currently on the reservation task.
- In Update 25B, you can set the Action parameter only to Reserve Line, and you must set that value.
Example
Assume you need to reserve sales orders in your business unit once every day at a fixed time. You need to reserve only the lines where the scheduled ship date happens in the next 5 days and that are waiting for a reservation. Here they are:
| Line | Item | Quantity | UOM | Warehouse | Scheduled Ship Date | Line Status |
|---|---|---|---|---|---|---|
| 1 | AS92888 | 10 | Each | M1 | 1/27/25 11:59 PM | Manual Reservation Required |
| 2 | AS92888 | 15 | Each | M1 | 1/27/25 11:59 PM | Manual Reservation Required |
| 3 | AS92888 | 10 | Each | M1 | 1/28/25 11:59 PM | Manual Reservation Required |
| 4 | AS92888 | 30 | Each | M1 | 1/29/25 11:59 PM | Manual Reservation Required |
| 5 | AS92888 | 10 | Each | M1 | 1/30/25 11:59 PM | Manual Reservation Required |
| 6 | AS92888 | 25 | Each | M1 | 1/31/25 11:59 PM | Manual Reservation Required |
| 7 | AS54111 | 30 | Each | M2 | 1/31/25 11:59 PM | Manual Reservation Required |
| 8 | AS54888 | 15 | Each | M3 | 2/1/25 11:59 PM | Manual Reservation Required |
| 9 | AS92888 | 5 | Each | M1 | 2/1/25 11:59 PM | Manual Reservation Required |
| 10 | AS92888 | 10 | Each | M1 | 2/2/25 11:59 PM | Manual Reservation Required |
Set these parameters for the scheduled process:
| Parameter | Value |
|---|---|
| Action | Reserve Line |
| Business Unit | Vision Operations |
| From Scheduled Ship Date | 1/27/25 12:00 AM |
| To Scheduled Ship Date | 1/31/25 11:59 PM |
| Prioritize By | Scheduled Ship Date |
| Sorting Order | Ascending |
And set up this schedule:
| Parameter | Value |
|---|---|
| Auto Increment | Contains a check mark |
| Frequency | Daily |
| Days Between Runs | 1 |
| Start Date | 1/26/25 10:00 PM |
| End Date | 1/25/26 10:00 PM |
The scheduled process will reserve the lines according to the reservation's priority and the quantity that's available to reserve each time it runs:
| Schedule Run | Submit Time | Parameters | Result |
|---|---|---|---|
| 1 | 1/26/25 10:00 PM | As specified in the schedule. |
The scheduled process will prioritize and reserve all order lines that have a scheduled ship date that happens between:
It will reserve lines 1 through 7. If the quantity available to reserve for the AS92888 item is 75, which is less than the ordered quantity of 100 on the lines, then the scheduled process won't reserve line 6. |
| 2 | 1/27/25 10:00 PM |
The Auto Increment attribute will automatically increment the scheduled ship dates by 1 day because it's scheduled to run one time every day. The new:
All other parameters remain the same. |
The scheduled process will prioritize and reserve all order lines that have a scheduled ship date that happens between:
If there's enough quantity, then the scheduled process will reserve lines 8 and 9 and any other lines that it didn't reserve in run 1. |
| 3 | 1/28/25 10:00 PM |
Auto Increment will increment the dates:
All other parameters remain the same. |
The scheduled process will prioritize and reserve all order lines that have a scheduled ship date that happens between:
if there's enough quantity, then the scheduled process will reserve line 10 and any other lines that it didn't reserve in runs 1 or 2. |
You can schedule the Submit Actions for Orders or Order Lines scheduled process according to your business needs:
- Assume you set up the reservation step as a manual task in your orchestration process and you need to reserve one time each day at 10:00 PM UTC. You can set up a schedule on the scheduled process to meet that need.
- Don't schedule the Recover Errors scheduled process specifically on the reservation task to recover errors on lines that fail reservation after you set up the Redwood: Prioritize Order Lines for Reservations and Simplify the Integration feature. If you already use Recover Errors to do this, then wait until it finishes recovering errors on the reservation task, then cancel its schedule. Next, use the same schedule for the Submit Actions for Orders or Order Lines scheduled process to reserve lines that fail reservation. For example, if you were running Recover Errors on the reservation task one time each day at 10:15 PM UTC, then set the schedule on Submit Actions for Orders or Order Lines so it runs one time each day at 10:15 PM UTC.
- Don't run Submit Actions for Orders or Order Lines too frequently, particularly if you continue to have repeated reservation failures.
-
If you already use or are considering using the reservation step as a manual task in your orchestration process, and if you set up a schedule for Submit Actions for Orders or Order Lines to reserve your lines at a frequency that meets your business need, then evaluate whether you actually need a separate schedule to reserve lines that fail reservation.
- If you have currently scheduled the Recover Errors scheduled process in your environment and you use it to recover errors on the reservation task so the lines that failed reservation earlier get reserved, then consider scheduling the Submit Actions for Orders or Order Lines scheduled process to reserve those lines.
- The Submit Actions for Orders or Order Lines scheduled process starts the Apply Actions on Sales Orders or Fulfillment Lines scheduled process in the background for the reserve line action so it can reserve the order lines.
Use REST API to Reserve Order Lines
You can use the Sales Order Action Requests REST API to reserve order lines according to your priority.
Set Up
- Do the setups described in:
-
Modify the Sales Order Lines page so it displays the Reserve Line dialog when you click on the Reserve action. Use Visual Builder Studio to set the showReservationPriorityDrawer property in the Page Properties section to Y. For details about how, see Create, Search, and Apply Actions on Sales Orders.
As an option, you can use a business rule to automatically set the attributes that you want to use and their sort order when you apply the reserve action on the Sales Order Lines page:
- Use Visual Builder Studio.
- Set the default values for up to 3 attributes. Use ORDERED_DATE, REQUESTED_DATE, SCHEDULED_SHIP_DATE, SCHEDULED_ARRIVAL_DATE, or PROMISED_DATE.
- Use ASC to sort in ascending order and DESC to sort in descending order.
Set the Default Sort Order
- Go to your home page and click Order Management > Show More > Reservation Priority for Sales Orders.
- Make your settings on the Reservation Priority page.
Assume you need to set a default sort order for the Shipment Priority attribute:
- Set the attribute to Shipment Priority.
- Click the link in the Sorting Order column.
- Set the sort order according to the attribute's values. You can also drag and drop to rearrange them.
- Click Add.
As an option, select Ascending or Descending to set the default sort order for a date attribute.
Create a Rule
Assume you need to create a rule that prioritizes reservations according to the Order Type attribute and the Scheduled Ship Date attribute:
- Click + (plus icon)in the Rules section.
- Enter a name and description, then enable the Active and the Default options. Description and Default are optional. You can have only one default rule, so if you set this rule as the default, then it will remove the default from any other rules. The default rule must be active.
- Set the attribute to Order Type.
- Click the link in the Sorting Order column.
- Set the sort order according to the attribute's values. You can also drag and drop to rearrange them.
- Click Add.
- Repeat steps 3 through 6 for the Scheduled Ship Date attribute, then click Add.
You can include up to 3 attributes in your rule.
Modify the Sales Order Lines Page
As an option, you can use Visual Builder Studio to set the page's useReservationPriorityRule property to Y, then the page will automatically enable the Use Reservation Priority Rule option. The default is disabled.
You can also automatically set the attributes that you want to use and the sort order for date attributes when you apply the reserve action on the Sales Order Lines page. Use Visual Builder Studio to set up the business rule. You can set the default values for up to 3 attributes.
Guidelines
You can set up the reservation as a manual task in your orchestration process when you need to:
- Reserve order lines according to your reservation priorities instead of according to first come first served. Specify the priorities when you reserve these lines on the Sales Order Lines page or the Submit Actions for Orders or Order Lines scheduled process.
- Process a large volume of order lines for the same item but your reservations time out. Use the reserve action on the Sales Order Lines page or use the Submit Actions for Orders or Order Lines scheduled process to reserve these lines.
-
The manual reservation task will keep your order lines on the reservation task with a status such as Manual Reservation Required until you reserve them.
Note
- You can’t import and export the setup you have done on the Reservation Priority page from one environment to another. You must do your set up manually in each environment.
- If you don’t set the default sort order for a nondate attribute on the Reservation Priority page, then it won’t be available to set the priority when you reserve your order lines.
- If you created a report that displays order lines with failed reservations, then you might need to modify it.
- Order Management attempts to reserve all the lines that you select for a reservation. For example, if you select 10 lines to reserve, and if the reservation fails for the 5th line, then Order Management will try to reserve the remaining 5 lines.
- If you prioritize your order lines, and if the ordered quantity for a high priority line exceeds the quantity that's available to reserve, then Order Management will fail it and might reserve a lower priority line that has an ordered quantity that's less than or equal to the quantity that's available to reserve.
- If you reserve only some of the lines in a shipment set, then Order Management will attempt to reserve the entire set, and it will use the priority of the line that has the highest priority among the lines in the set that you selected to do it. Order Management reserves all or none of the lines in a shipment set.
- If you reserve a configured item or kit, then Order Management will use that parent's priority to reserve its children. Order Management reserves all children or none of them.
You can use the predefined rule on the Reservation Priority page if it meets your business needs. You can deactivate or remove the default from this rule, but you can’t modify any other details or delete the rule:
| Rule Name | Description | Attribute | Sorting Order | Active | Default | Predefined |
|---|---|---|---|---|---|---|
| Prioritize by Scheduled Ship Date | Assigns a higher priority to order lines to reserve which are closer to their scheduled ship date. | Scheduled Ship Date | Ascending | ON | ON | Yes |
Recover from Failure
If a reservation fails when you create or revise an order, or when you use the reserve action on the Manage Fulfillment lines page, then the orchestration process puts the order line into error on the reservation task with a status, such as Manual Reservation Required. You can use the reserve action on the Manage Fulfillment Lines page, the Sales Order Lines page, or the Submit Actions for Orders or Order Lines scheduled process to reserve these lines.
This is the same behavior that Order Management uses when reservation fails on an order line from the Sales Order Lines page or the Submit Actions for Orders or Order Lines scheduled process, except that Order Management doesn't display the error on the order line. Instead, you can see it on the Action Report page.
More
- Redwood: Prioritize Order Lines for Reservations and Simplify the Integration
- Redwood: Use More Attributes and Set Up Rules to Prioritize Order Lines for Reservations
- Redwood: Reserve and Unreserve Multiple Order Lines
- Order Management > Sales Order Action Requests
- Use Cases > Order Management