Reservation window

Production > Work order general > WO structure > Issue / Reservations screen > Abbuchungs- / Reservierungsfenster _2

 Top  Previous  Next
Expand/Collapse Toggles

Standard-selection window for reservations. For process description see: Reservation system

 

Upper area:  Requirement list. Only items with current requirement (not yet posted) are displayed. Which items are included, is also depending on extended warehouse settings

 

Left: stock down to batch, serial number and bin level. This list is sorted by priority:

•1. Reserved goods for this order line

•2. Supply warehouse

•3. Standard warehouse

•4. Other warehouses. Within this, batches are sorted by withdrawal rule according to configuration wizard.

 

Right: Selected inventory for reservation.

 

Window structure

Header

Functions in header

Requirement list

 

 

PATH: Production > Work orders structure > right-click an entry > "Reservation".

WO_Reservation

Window: reservation_set_master

 

hmtoggle_plus1Scanner support

The active field is always the entry field in the lowest line. This can be used for registration via scanner. There are two settings:

Production > Material posting > Backflushing > Material posting with scanner.

 

Active:

A matching batch or serial number is searched. If an entry is found, it is used and the required quantity is accepted. If no entry is found, an error message is issued: no entry found.

If the entry is blocked, (batch status, blocked bin location) the entry is not accepted, a message is issued.

 

Inactive:

Beas searches for the following entries: Batch number: field is selected, the cursor is set to quantity field.

Serial number: quantity is accepted immediately.

Item: entry selected, cursor is set to quantity field.

 

If no matching entry was found and the entry is numeric, the current entry is accepted including the quantity.

Error messages are issued in no case.

 

See

Configuration wizard – Material posting with scanner

Reservation

Material issue

Allocation

External operation Allocation

External operation issue

 

fert_scanbatchqty (J)

 

Functions in the upper ribbon:

Button

Meaning

Pre-assign

With the pre-assign buttons you can assign inventory automatically.

 

Traditional style

Boyum Style

Issue_screen_02

Pre-assign_buttons_2023.04_b

 

Pre-assign: Action is performed for all marked entries.

All pre-assign: Action is performed for all entries.

 

The warehouse inventory is pre-assigned to the requirement automatically with the following sorting rules and filter rules:

 

1. Reserved goods (not in reservation process)

2. Allocation warehouse  (see Allocation window)

3. Warehouse and Bin location defined in  BoM position

4. Standard warehouse of the item

 

Within this,

a) batches and serial numbers are sorted by the withdrawal rule according to the Configuration wizard. See: Configuration wizard

b) if Bin managed: Issue Sorting defined in Bin definition

 

Normal items (not batch- or serial number related) will be pre-allocated only if the issue method was set to "automatic" in the Item master. See Item master – Issue method

 

Note: Allocation warehouse is set up per work station. See Allocation window.

 

 

Batch and serial numbers

 

Within this, batches and serial numbers are sorted by withdrawal rules according to the Configuration wizard.

See Configuration wizard – Backflushing

 

Warehouse

 

Only warehouses allowed to be used for the relevant process are considered (Reservation, issue etc.)

See extended warehouse settings

Available at General settings > Warehouse > Warehouse master data > Extended

WHS_edit

Window bin_whs_edit.psr

 

Attention

SAP Bin Management not supported.

In this column you can see the requirement.

For Planned Quantity the system calculates with the Rounding system.

Requirement = the calculated Quantity - Booked Quantity

The Requirement is not rounded again.

 

But if you Pre-assign the quantities, the system rounds the result again.

 

Example:

Plan Quantity = 4.5, Round = multiple of 2. Requirement = 6

Issue document for 5 Pcs, Requirement is 1

Click on Pre-assign: The system defines 2 Pcs, because it works with rounding "multiply of".

 

Why:

Example: You are working with pallets. Multiple is 1

You need 0.2 Pallets per Pcs.

But for every receipt + backflushing process you need a pallet and not part of a pallet.

This is the reason that the system MUST use the rounding concept for every partial receipt and related issue document.

In the reservation window, material issue window and in provision window you can apply customer-specific rules for automatic pre-assignment.

See Material booking > Automatic pre-assignment setting.

 

PATH: Production > Work orders structure > right-click an entry > "Reservation".

Reservation_Extended_Rules

Window resevation_set_master.psr

 

Boyum Style button design:
Pre-assign_buttons_2023.04_crop

 

These extended rules can be stored in the function "workordermanagement.src". (In project folder)

Depending on the window a specific function is called, for example for reservations setres_reservation()

 

See Pre-Assign buttons description

For more information see

UserEvents

UserEvents for PreAssign

 

Delete reservations

All reservations are deleted.

 

Fields right of the buttons on the top

Only some fields explained in the table below are displayed depending on the workflow.

Field

Meaning

Priority Warehouse for Pre-assignment

Only visible if there is at least one warehouse with type "allocation warehouse".

This can be defined as "Priority Warehouse for Pre-assignment" – see "Pre-Assign".

 

Setting is saved per work station.

Note: function has no effect on the reservation and issue window.

see Reservation window, Material posting.

 

Right-click menu

Item

Meaning

Reservation list

Opens the reservation list.

Reservation delete

Deletes existing reservations.

Filter: All

Lines having been posted are also displayed.

Filter: Requirement

Standard view. Only lines having not been posted are displayed.

Window settings

Opens the window settings for this window.

Invent.History

Opens inventory history for the selected item.

New purchase request

A purchase can be created for the current line.

See Purchase request

Purchase request

Opens the purchase request window.

See Purchase request

 

Buttons below

Button

Meaning

Reservation list

Opens the reservation list.

New Serial

Button is only visible for serial items.
Create new serial reservation.

 

back to work order general

Help URL: https://help.beascloud.com/beas202402/index.html?beistellungsfenster.htm