Contents of the Manage Inventory Reservations Screen
Use the fields and options to configure the Manage Inventory Reservations screen.
Identification
Field | Description |
---|---|
Warehouse |
Enter, or click
|
Reservation ID |
If you select the Reservation transaction in the Transaction IDs subtask of the Manage Warehouses screen and select the Auto-Assign check box, leave this field blank and Costpoint will automatically assign the next reservation ID. If Auto-Assign is selectedand you manually assigned a reservation ID in this field, Costpoint will not update theLast Inv Trans ID field in the Transaction IDs subtask of the Manage Warehouses screen. If you clear theAuto-Assigncheck box, you can manually enter a reservation ID. The value in this field cannot begin with a space. |
From
Field | Description |
---|---|
Default Inv Abbrev |
Enter, or click
|
To
You can use this group box to select a warehouse and an inventory abbreviation, project/account/organization combination, or an account/organization to charge to for this issue.
Field | Description |
---|---|
Project |
If you did not enter an abbreviation in the
Inv Abbrev field, enter, or click
|
Proj Abbrev |
This field displays the abbreviation ID for the project to be charged for this reservation. |
Organization |
Enter, or click
|
Org Abbrev |
This field displays the abbreviation ID for the organization to be charged for this request. |
Account |
If you did not enter an inventory abbreviation, enter, or click
|
Inv Abbrev |
Enter, or click
|
Warehouse |
Enter, or click
|
Reservation Type |
Select the type of request to be performed from the drop-down list. The available options are:
|
Need Date |
This field displays the system date as the default need date, but you can enter, or click
|
Status |
This field displays the status of the reservation. When you enter a reservation, this field defaults to Approved and cannot be edited. You can also view requests on this screen. The status of a request will be Pending, which can later be changed to Approved or Rejected on this screen. If you change the status of a request to Approved, the request becomes a reservation. Note: When you change this field from
Pending to
Approved, the original
Requested Qty for each inventory request row will be reduced, and the corresponding
Reserved Qty will be increased by the row’s new requested quantity. If you reject an approved request, the
Reserved Qty will be reduced. Similarly, if you reject a pending request, the
Reserved Qty will be reduced.
|
Requestor |
Enter, or click
|
Transfer Type |
Select the type of transfer to be performed from the drop-down list. The available options are:
Note: This field will be disabled for
Issue requests.
|
Planner |
Enter, or click
|
Pick List Printed |
This field displays Y if this reservation has been included in the previously printed pick list. |
Request |
This field displays Y if this reservation originated as an inventory request from the Manage Inventory Requests screen. |
Payback Reservation |
This field is currently unavailable. |
Notes |
Enter free-form text to be associated with this reservation. |
Total Reserved Amt |
This field displays the total amount of this reservation. The total is calculated as the reserved quantity multiplied by the unit cost or the sum of the extended cost for all of the lines. You cannot modify this calculated field. This field is not displayed if Cost Suppression is in effect (that is, the Suppress Cost check box is selected on the Manage Users screen in Costpoint Administration). |
Table Window
Field | Description |
---|---|
Line |
The line number is automatically generated. |
Part |
Enter, or click
|
Rev |
This field displays the last revision assigned to the part ID. However, you can enter, or click
|
Description |
This field displays the description for the part. |
U/M |
This field displays the inventory unit of measure for the part. |
From Inv Abbrev |
The
Default Inv Abbrev entered in the
From group box in the header is displayed but can be modified. You can enter, or click
|
From Inv Abbrev Name |
This field displays the name assigned to the From Inv Abbrev. |
Reserved Qty |
Enter the reserved quantity for this material. You can click
|
On Hand Qty |
This field displays the quantity in the on-hand type of location of that part/revision in the specified Warehouse and From Default Inv Abbrev. |
Net Available Qty |
This field displays the net available quantity for that part/revision in the specified Warehouse and From Default Inv Abbrev. Net Available Qty includes all location types except on-hold, and also considers quantities on order, on requisition, reserved, and owed. |
Current Available Qty |
This column displays the quantity currently available in inventory for the indicated part. |
Need Date |
Enter, or click
|
Expediting Notes |
Enter any inventory expediting notes regarding this reservation line. |
Unit Cost |
This field displays the unit cost for this part. If Cost Suppression is in effect (that is, the Suppress Cost check box is selected on the Manage Users screen in Costpoint Administration), the unit cost does not display. |
Extended Cost |
The total of the Reserved Qty multiplied by the Unit Cost is displayed. If Cost Suppression is in effect the extended cost does not display. |
Planner |
Enter, or click
|
Original Item Description |
This field displays the description of the original part. |
Original Item |
This field displays the Item ID of the original part. |
Original Part Rev |
This field displays the Part Rev ID of the original part. |
Ref Line |
This field displays the requirement line number of the original part. |
Subtasks
Subtask | Description |
---|---|
On Hand Locations | Click this link to open the On Hand Locations subtask for a selected part. |
Proj Sub Parts | Click this link to open the Proj Sub Parts subtask for a selected part. |
Inventory Allocations | Click this link to open the Inventory Allocations subtask and view warehouse locations with positive on hand or in shipping quantities for a selected MO requirement line's part/inventory abbreviation/warehouse combination. |