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Items are not automatically reserved when purchase orders are created through the requisition worksheet

Posted on by 5

For our company, we want all our items to be automatically reserved if possible. Hence, we've set this up in the item cards:

pastedimage1624368943683v1.png

As part of some testing, I've made some sales orders and tried to use the requisition worksheet to generate purchase orders for the relevant items. This all works fine. However, upon closer inspection, I found that none of the items on the purchase order lines were reserved for the sales orders that led to the requisition worksheet proposing these orders in the first place. Instead, I still have to manually reserve them from the sales order lines, which of course is not ideal.

I then went to the requisition worksheet, generated another few lines, and tried to manually activate the 'Auto Reserve' function from there. However, that gave me the following error message:

pastedimage1624368962535v2.png

I cannot find any information on this error and am wondering if this is related to the issue that I'm having with items not being auto reserved upon accepting the requisition worksheet lines. What could be reasons that the requisition worksheet is unable to automatically reserve items?

  • Verified answer
    jerome77 Profile Picture
    jerome77 on at
    RE: Items are not automatically reserved when purchase orders are created through the requisition worksheet

    Hi

    I would suggest you to user order instead of lot fot lot if you want to achieve this:

    AUTOMATIC RESERVATIONS

    The item card can be set up to always be reserved automatically from demand, such as sales orders. In that case,

    reservation is made against inventory, purchase orders, assembly orders, and production orders. A warning is issued if

    supply is insufficient.

    In addition, items are automatically reserved by various planning functions to keep a demand linked to a specific supply.

    The order tracking entries for such planning links contain Reservation in the Reservation Status field in the Reservation

    Entry table. Automatic reservations are created in the following situations:

     A multilevel production order where the Manufacturing Policy field of the involved parent and child items is set to

    Make-to-Order. The planning system creates reservations between the parent production order and the underlying

    production orders to ensure that they are processed together. Such a reservation binding overrides the item’s

    default costing and application method.

     A production, assembly, or purchase order where the Reordering Policy field of the involved item is set to Order.

    The planning system creates reservations between the demand and the planned supply to ensure that the specific

    supply is created.

     A production order created from a sales order with the Sales Order Planning function is linked to the sales order

    with an automatic reservation.

     An assembly order created automatically for a sales order line to fulfill the quantity in the Qty. to Assemble to Order

    field. This automatic reservation links the sales demand and the assembly supply so that sales order processors can

    customize and promise the assembly item to the customer directly. In addition, the reservation links the assembly

    output to the sales order line through to the shipping activity that fulfills the customer order.

    In the case of supply or demand that is not allocated, the planning system automatically assigns a reservation status of

    type Surplus. This could result from demand that is due to forecasted quantities or user-entered planning parameters.

    This is legitimate surplus, which the system recognizes, and it does not give rise to action messages. Surplus could also

    be genuine, excess supply or demand that remains untracked. This is an indication of an imbalance in the order network,

    which causes the system to issue action messages. Note that an action message that suggests a change in quantity

    always refers to type Surplus. For more information, see the “Example: Order Tracking in Sales, Production, and

    Transfers” section in this topic.

    Automatic reservations that are created during the planning run are handled in the following ways:

     They are applied against item quantities that are part of the availability calculation, as are manual reservations. For

    more information, see the “Offsetting in Reservations” section in this topic.

     They are included and potentially changed in subsequent planning runs, as opposed to manually reserved items.

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