Customer Inventory Reservation Maintenance

Menu Path: Customer Service $Images\bluerarw.gif$ Order Options $Images\bluerarw.gif$ Inventory Reservations $Images\bluerarw.gif$ Customer Inventory Reservation Maintenance

Purpose

Reserve (allocate) product quantities for specific customers, billing customers, or customer divisions before the entry of a sales order.

Overview

Use Customer Inventory Reservation Maintenance to reserve inventory for special customers, billing customers, or groups of customers (customer divisions) before actually processing sales orders for them. You can also import inventory reservations in Inventory Reservation Import.

There are two types of reservations: reserve now and future receipt. You can enter quantities separately for both. Reserve now reservations are used to immediately allocate inventory, whereas future receipt reservations are used to allocate inventory when a specific open purchase order is received or when inventory is manually allocated in Future Receipt Reservation Allocate. When inventory is allocated for a future receipt reservation, a reserve now reservation is automatically created.

After creating a reserve now inventory reservation for a customer, the reservation quantity is automatically decreased by any quantities on sales orders for that customer.

NOTE You can reserve inventory for products that are kits or kit components. For kits, you can only create reserve now reservations. If you reserve inventory for kit components, those reservations are not used when ordering kits.

The reservation quantity can be decreased or increased at any time.

Note When increasing (or decreasing) the reserved quantity, the software ignores any open sales orders that originated from that customer reservation. The assumption is that you want the updated reserved quantity in addition to any open sales orders.

$Images\warning.gif$ If you enter a sales order line that originated from a customer reservation, then delete the line or void the order, the reservation quantity is increased by the voided/deleted quantity (even if you had previously reduced the reservation quantity to zero).

For more information and examples, see Customer Reservations FAQ.

Creating Reserve Now Inventory Reservations

To create a reserve now inventory reservation:

Select whether to reserve by customer, billing customer, or division.
Enter a customer, billing customer, or customer division.
Enter a location prefix or name in one of the Location fields.
Click the New button in the ribbon.
Enter a product code or name in the Product Code or Product Name field.
Enter the quantity to reserve in the Quantity field.
Click the Lookup button for the U/M field, and select the unit of measure for the reservation quantity.
Enter any additional data for the reservation in the user-defined fields.
If you want to allow users to reallocate inventory for the reservation to other orders, select the Reallocation Allowed check box.
Click the OK button in the ribbon. The reservation is created.

Creating Future Receipt Inventory Reservations

To create a future receipt inventory reservation:

Select the Future Receipt radio button.
Select whether to reserve by customer, billing customer, or division.
Enter a customer, billing customer, or customer division.
Enter a location prefix or name in one of the Location fields.
Click the New button in the ribbon.
Enter a product in the Product Code or Product Name field.
Enter the quantity to reserve in the Quantity field.
If you want to reserve inventory received for a specific purchase order, enter the purchase order number in the PO Number field. If you enter a purchase order number, inventory is allocated when the product is received for the purchase order. If you do not enter a purchase order number, you must allocate inventory manually in Future Receipt Reservation Allocate.
Click the Lookup button for the U/M field, and select the unit of measure for the reservation quantity.
Enter a start date for the reservation in the Start Date field.
Enter a date when the reservation expires in the Expiration Date field.
Enter any additional data for the reservation in the user-defined fields.
If you want to allow users to reallocate inventory for the reservation to other orders, select the Reallocation Allowed check box.
If you want to reserve inventory from transfer orders, select the Reserve Transfers check box.
Click the OK button in the ribbon. The reservation is created.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Customer Inventory Reservation Maintenance window.
New	Click this button to create a new inventory reservation.
Update	Click this button to update the selected inventory reservation.
Delete	Click this button to delete the selected inventory reservation.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
First	Click this button to display customer inventory reservations for the first customer, billing customer, or customer division that has reservations.
Prev	Click this button to display customer inventory reservations for the previous customer, billing customer, or customer division that has reservations.
Next	Click this button to display customer inventory reservations for the next customer, billing customer, or customer division that has reservations.
Last	Click this button to display customer inventory reservations for the last customer, billing customer, or customer division that has reservations.
Inventory Matrix	Click this button to display Inventory Matrix Inquiry, which allows you to view inventory information for the product for the selected customer inventory reservation.
Inventory Reservations	Click this button to display Reservation Inquiry, which allows you to view inventory reservations for the product for the selected customer inventory reservation.
Sales Restrictions	Click this button to display Sales Restriction Inquiry, which allows you to view sales restrictions for the product for the selected customer inventory reservation.
U/M Calculator	Click this button to display Unit of Measure Calculator, which you can use to calculate equivalent quantities of two units of measure. This button is only enabled after you click the New or Update button in the ribbon.

Fields and Buttons

Field or Button	Description
Customer Code/Billing Customer Code/Customer Division	Enter the customer code, billing customer code, or customer division ID for the inventory reservation, or click the Lookup button to select a customer code, billing customer code, or customer division ID. The Reserve by radio set controls what you enter in this field.
Customer Name/Billing Customer Name	Enter the customer name or billing customer name for the inventory reservation, or click the Lookup button to select a customer name or billing customer name. The Reserve by radio set controls what you enter in this field.
Location	Enter the location prefix or name for the inventory reservation, or click one of the Lookup buttons to select a location prefix or name.

Main Tab Fields and Buttons

Field or Button	Description
Reservation Type	Select whether to allocate inventory immediately for the reservation, or at a future date. If you select the Future Receipt radio button, you can specify to allocate inventory automatically when the product is received for a specific purchase order or manually in Future Receipt Reservation Allocate.
Reserve by	Select whether to reserve by customer, billing customer, or customer division.
Product Code	Enter the product code for the inventory reservation, or click the Lookup button to select a product code.
Product Name	Enter a product name for the inventory reservation, or click the Lookup button to select a product name.
Quantity	Enter the quantity to reserve for the customer, billing customer, or division in the displayed unit of measure.
Original Quantity	This field displays the initial quantity reserved for this customer, billing customer, or division (retained for reference purposes only). This field is only available if you select the Reserve Now radio button.
Already Reserved	This field displays the quantity of product inventory already reserved. This field is only available if you select the Future Receipt radio button.
Back Orders	This check box is selected if there are any backorders for this customer, billing customer, or division.
Reallocation Allowed	Select this check box if you want to allow users to reallocate inventory for the reservation to other orders in Order Allocation Update. This check box is only enabled if the Allow Inventory Reservations to be Reallocated check box is selected in Customer Service Control Maintenance.
Future Orders	This check box is selected if there are any future orders for this customer, billing customer, or division.
Reserve Transfers	Select this check box to reserve inventory from transfer orders. This check box is only available if you select the Future Receipt radio button.
Avail to Reserve	These fields display the maximum quantity that can be reserved for a customer, billing customer, or division and the unit of measure for the quantity. This is calculated by adding the quantity on hand of the product at the location to the reserved quantity for the customer or division, and subtracting the quantity allocated. This field is only available if you select the Reserve Now radio button. Note This quantity changes based on the selected customer’s or division’s reserved quantity.
PO Number	Enter a purchase order number to associate with a future receipt inventory reservation, or click the Lookup button to select a purchase order number. This field is only available if you select the Future Receipt radio button. Note If you enter a purchase order number, inventory is automatically allocated from available bins when the purchase order is received. If you do not enter a purchase order number, and inventory is received for a purchase order before the dates for the future receipt inventory reservation, you must allocate inventory in Future Receipt Reservation Allocate.
Priority	Enter a priority for the inventory reservation (between 0 and 999). If you are reserving by customer or billing customer, this defaults to the customer's order priority. This field is only available if you select the Future Receipt radio button.
U/M	Click the Lookup button to select a unit of measure for reserved quantities.
Start Date	Enter the start date for the inventory reservation, or click the drop-down arrow to select the start date. This field is only available if you select the Future Receipt radio button.
Expiration Date	Enter the expiration date for the inventory reservation, or click the drop-down arrow to select an expiration date. This date is only for reference, and is only available if you select the Future Receipt radio button. This field is only enabled if you do not enter a purchase order number in the PO Number field.
Inventory Reservation User Defined 1-5	Enter additional information about the inventory reservation in these five user-defined fields.
Inventory Reservations	This grid displays inventory reservations for the selected reservation type, location, and customer, billing customer, or division. Select a reservation to display information for it.