Why:
Dealers want to be able to ‘reserve’ parts they need for a workshop job, in advance of the job, knowing that when they need the part and go to pick it, it will be in the bin.
Dealers also want to be able to add a part to an order without generating a stock movement in GDS because they may want to reserve the part a week or more before the job date, picking the part only when it is required.
When parts are not available to reserve, the dealer has to order them and needs to ensure that when received they are allocated to the correct order. It will allow markets to operate much more efficiently with regard to stock handling, ensuring fewer situations where parts are not available to satisfy a planned job.
Where:
From the Parts Order View or Workshop Order View, open a parts or workshop order to add parts.
How to Use Reservations in Orders:
Where there is insufficient stock of parts available when apply/change icon is selected, the following warning message is returned ‘Outstanding reservation exceptions exist’ , selecting ‘OK’ to this activates an icon ‘Reservations Exceptions’. When selected this starts a process to find whether parts can be sourced from other branches or from the on order file.
Where parts have insufficient stock - When added to an
order when apply/change is selected, the ‘Reservation Exceptions’ icon is
highlighted and a reservation status red cross symbol 
against individual part lines reads
‘un-sourced reservations exist’. Select the ‘Reservation Exceptions’ icon to
view the part exceptions window.
The part you are working with will be displayed in the ‘Parts not Ordered’ section of the window. To open the part do one of the following:
§ Highlight, RMK then select ‘Open’ and double click highlighted part.
§ Highlight part then select ‘Open’ button. This gives you access to the Source Parts screen.
Two tabs exist: Stock in Branches and Stock on Order, both are described below.
Stock in Branches: If stock is available at other branches, details will be listed under ‘Stock in Branches’ tab. Where stock is available and can be sourced from other branches the following rules apply depending on parameter settings:
If a part has not been sold at the branch in the last XX days. If the part has been sold within the days stated in the parameter, an icon will be displayed stating ‘Part Sold too recently’ , this prevents the part from being sourced from that branch. If the cost value of the part is lower than threshold defined in the parameter. Although the part may be available at another branch if the cost is lower than that set up within the parameter, an icon will be displayed stating ‘Part cost lower than threshold’ , this prevents the part from being sourced from that branch. Parts outside of the threshold can be accepted and moved to the Ordered Parts section.
Note! This action may be
blocked depending on a parameter setting. If this is the case an icon is
displayed with the text ‘Inter Branch Transfer option disabled’.
Once moved the reservation status symbol against the part
changes to a yellow warning triangle 
with the hover text ‘All stock available
or sourced’.
Stock on Order: Any stock that is on order is displayed within the stock on order tab. To source the part, highlight order and select ‘Accept’. Selected part is moved into the ‘Ordered Parts’ section. This action registers the customer order number against the order within goods receiving and maintain on order. (If the same part has been sourced for a number of customer orders the goods receiving and maintain on order record will change from a specific customer order number to ‘multiple orders’).
Note! Parts subsequently
concluded at goods receiving are removed from the ‘Ordered Parts’ section and
reserved status symbols at part line level within the customer orders change
accordingly.
The option to pick parts at line addition or not is available and controlled by a parameter. If the parameter is set at positive, within order line details a check box is displayed with text reading ‘Pick available parts when adding to order’ is displayed. Default for box is set at Checked. Where parts are available, booked to an order and the box left as checked the following takes place:
• The status of the part is set to picked.
• The reservation symbol is not displayed.
• Stock balance on the parts master file is reduced.
• A ‘sale’ transaction type is written to the transaction file.
Where parts are available, booked to an order and the box is unchecked the following takes place:
• The status of the part is set to open.
• The
reservation symbol is displayed as a green tick 
, hover text reads ‘All stock available’.
• Stock balance on the parts master file remains the same.
• A ‘reservation’ transaction type is written to the transaction file.
What else would you like to do?
Goods Receipt (Manual and DSP).
Related Topics: