Contents of the Manage PO/Req Inventory Reservations Screen
Use the fields and options to configure the Manage PO/Req Inventory Reservations screen.
Identification
Field | Description |
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Warehouse |
Enter, or click
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Reservation ID |
If you select the Reservation transaction on 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 selected and you manually assign a reservation ID in this field, Costpoint will not update the Last Inv Trans ID field in the Transaction IDs subtask of the Manage Warehouses screen. If you clear the Auto-Assign check box, you can manually enter a reservation ID. |
From
Field | Description |
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Default Inv Abbrev |
Enter, or click
|
To
Use the fields in this group box to specify the purchase order and requisition for which the inventory is being reserved. You can tie a reservation to either a purchase order line or a requisition line, not both. Reservation lines tied to purchase order (PO) lines are considered approved while those tied to requisition lines are considered pending requests. Reservations cannot be made to non-inventory Purchase Order lines; meaning, if you enter a PO, Release and Line, the PO line must have an inventory abbreviation, and account information in the purchase order.
Field | Description |
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PO |
Enter, or click
|
Release |
Enter, or click
|
Line |
Enter, or click
|
Requisition |
Enter, or click
|
Line |
Enter, or click
|
Project |
This field displays the project ID linked to the purchase order or requisition line inventory abbreviation. |
Organization |
This field displays the Organization ID linked to the purchase order or requisition line inventory abbreviation. For GFM parts, Costpoint uses the project’s owning organization for organization security validation, if organization security is enabled. |
Proj Abbrev |
This field displays the project abbreviation. |
Org Abbrev |
This field displays the organization abbreviation ID. |
Part |
This field displays the part ID ordered or requisitioned. |
Rev |
This field displays the part revision displays. |
Need Date |
Enter, or click
|
Requestor |
Enter, or click
|
Planner |
Enter, or click
|
Pick List Printed |
This field displays Y (Yes) or N (No) to indicate whether or not the pick list for this reservation has been printed. |
Notes |
Use this field to enter any notes for this reservation. |
MBOM Information
Field | Description |
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Mfg BOM Explosion Qty |
Enter the quantity required to autoload the reservation lines by exploding the part's bills of materials (BOM). |
Configuration |
Enter the configuration of the BOM to explode. |
As-of Date |
Enter, or click
|
Total Reserved Amt |
This field displays the total amount of this reservation. Costpoint calculates the total by multiplying the reserved quantity 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). |
Autoload MBOM |
Click this button to load the information associated with the selected purchase order or requisition. |
Table Window
Field | Description |
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Line |
Enter the number for this reservation line. |
Part |
Enter, or click
|
Rev |
Enter, or click
|
Description |
This field displays the description of the part being reserved. |
U/M |
This field displays the part's inventory unit of measure. |
From Inv Abbrev |
Enter, or click
|
Project |
This field displays the project ID tied to the From Inv Abbrev. |
Need Date |
Enter, or click
|
Reserved Qty |
Enter the quantity being reserved for this part. |
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. |
Planner |
Enter, or click
|
Current Available Qty |
This column displays the quantity currently available in inventory for the indicated part. |
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. |
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 |
This field displays the total of the reserved quantity multiplied by the unit cost. If Cost Suppression is in effect, the extended cost does not display. |
Expediting Notes |
Enter any inventory expediting notes regarding this reservation line. |
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 |
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Substitute Parts | Click this link to open the Substitute Parts subtask for a selected part current record. |
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. |