Topic overview

Reservations are generated automatically with the Automatic reservations batch application. The following describes the usage of the batch application, among other things. Information on the effects of the reservations is also provided.

Definitions of terms

Demand
A demand is a particular item quantity that, for example, is required at a certain demand date by a demand origin (element) or that must be obtained so that the inventory does not fall below the minimum inventory level.

Demand coverage (element)
Demand coverage (element) satisfies the demand originating with demand origin (element). Demand coverage (element) includes the inventory and planned receipts that arise from purchase orders, for example.

Demand date
The demand date describes the time point by which a demand origin (element) needs an item quantity.

Demand origin (element)
Demand origin (element) generates a demand for a demand date that is satisfied by demand coverage (element). Sales orders, for example, are included in demand origin (element).

Batch application
A batch application is an application that is run without interaction with a user. In Comarch ERP Enterprise, a batch application can be opened either by a batch job, a CORBA call-up, or another application.

Reservation
A reservation presents the link of a demand origin (element) to a demand coverage (element). A reservation is then only possible if both owners of inventory and items and warehouses match with demand origin (element) and demand coverage (element).

Reservation period
The reservation period is the time period that lies immediately before the demand date and in which reservations occur automatically. The reservation can thus be generated shortly before the demand date.

Full description

Reservations are generated automatically with the Automatic reservations batch application. The application can be started immediately or at a specified point in time or periodically (e.g., every night).

The first step includes determination of all demand origins with the reservation status: Not reserved, Partially reserved or Completely reserved, and with automatic reservation (with or without reservation period) set in the reservation category. The Commission and Delivery order vouchers as well as inventory postings are disregarded as demand origins because their reservations must not be corrected automatically.

For every determined demand origin, the system attempts to reserve its open demand from the available inventory. If sufficient inventory is available, reservations of planned receipts are removed and replaced with inventory reservations. If the available inventory is not sufficient, for the complete reservations, planned unreserved receipts are reserved.

If a demand origin was generated in a process with automatic reservation set with a reservation period and the period has not started yet, the reservation data of the demand origin are not changed.

If automatic reservations are allowed according to the voucher type, temporary demand data are generated for the demand line items. The delivery priorities are included: calculated according to the delivery data or the order header data directly. The following exceptions must be kept in mind:

• For inventory requisitions, priority 5 is specified because the value cannot be set for inventory requisitions.
• For production orders, a time-dependent sorting key (Earliest starting date) is specified for subsequent sorting.

The temporary demand data are sorted in the order given:

1. Item (ascending)
2. Warehouse (ascending)
3. Owner of inventory (ascending)
4. Demand date (ascending)
5. Delivery priority (ascending)
6. Order number (ascending)
7. Time-dependent sorting key (ascending)
8. Order line item number (ascending)
9. Order detail line item number (ascending)

After the reservation, the temporary demand data are removed.

Parameters

The Automatic reservations batch application has the following parameters:

Site – specify a site if required. In automatic reservations, only demand origins with sites meeting the selection criterion are included. If the site is not specified, selection of demand origins to be reserved is not limited to the site.

Inventory owner – specify an owner of inventory if required. In automatic reservations, only demand origins with owners of inventory meeting the selection criterion are included. If the owner of inventory is not specified, selection of demand origins to be reserved is not limited to the owner of inventory.

Warehouse – specify a warehouse if required. In automatic reservations, only demand origins with warehouses meeting the selection criterion are included. If the warehouse is not specified, selection of demand origins to be reserved is not limited to the warehouse.

Item – specify an item if required. In automatic reservations, only demand origins with items meeting the selection criterion are included. If the item is not specified, selection of demand origins to be reserved is not limited to the item.

Order category – select the order categories for which automatic reservations should be generated. You must select at least one order category. The following categories are available:

• Sales quotation
• Sales order
• Distribution order
• Production order
• Purchase order
• Inventory requisition

Business objects affected

The following business objects are affected by the application.

• Newly generated business objects
  • Description: Reservation
    com.cisag.app.inventory.reservation.obj.FixedReservation
  • Description: Temporary demand data
    com.cisag.app.inventory.reservation.obj.TemporaryDemandOrigin
• Updated business objects
  • Description: Demand
    com.cisag.app.inventory.reservation.obj.DemandOrigin
  • Description: Demand line item
    com.cisag.app.inventory.reservation.obj.DemandOriginDetail
  • Description: Inventory data (reserved)
    com.cisag.app.inventory.obj.InventoryOnhandReservation

• Removed business objects
  • Description: Temporary demand data
    com.cisag.app.inventory.reservation.obj.TemporaryDemandOrigin