The Business Edge offers a lot reservation feature in addition to lot allocation. Lot reservation differs from an allocation in that users still have the ability to make changes to the detail lines of an order when inventory is reserved versus allocated. Once a quantity has been reserved it cannot be reserved or allocated to another Order or PPO.
This write-up will cover how Lots can be reserved on a line by line basis in Enter & Edit Orders. There are also flags that will automatically prompt reservations on each line as well as auto-allocate with no user interaction.
Users can view the reserved lots through multiple inquiries. The system will automatically allocate the reserved lots when the order gets allocated. For clients using the wireless warehouse, lot reservations can be used to override picking logic.
While entering a detail line of a sales Order, any reserved lots can be viewed on screen by enabling the optional information grid, Open Documents. If you prefer to keep optional information hidden maintaining a clean screen, the reserved lots can also be viewed in F4 Branch Stocking Levels under Inquiries located in the right-hand menu under additional information.
To reserve a specific lot to the detail line of a sales Order, click F7 Add Reservation located under options in the right-hand menu. All available lots are shown, along with any reserved/allocated quantities. Highlight the lot you wish to reserve and press F7 Add Reservation.
You also have the option to Reserve All by selecting F9, Reserve All. If you already started reserving individual lots, you will be prompted with the Cannot Reserve All – Reservation is Started message. In that instance you would need to Remove All Reservations then select Reserve All.
This can be accomplished by selecting F8, Remove Reservation or F10 Remove All Reservations. Once the reservations are removed select F9, Reserve All. If you have more on hand than needs to be reserved, the system will reserve the lots in FIFO order.
The Reserve All Lots Are you sure? Prompt will appear. Click Yes to Reserve All Lots.
From Product Inquiry, the reserved quantities are viewable in the Open Documents optional information grid as well as under Availability & Activity, Branch Availability in the right-hand menu.
Reserved quantities can also be viewed while in Product Inquiry, Additional Information, Scheduled & Needed, F3 Reserved. This will give you the Order detail of where the lots are reserved.
