Topic overview

This article describes the special procedures for using the Reservations application. The procedures contain instructions on how to change or create new reservations.

Further information on the procedures described here can be found in the articles for the Reservations application.

Changing reservations for a demand origin

Instructions

1. Open the Reservations application
2. Select the Issues view
3. Enter suitable restrictions in the query pane
4. Select the [Refresh] action in the standard toolbar
   • The demand origins matching the selection made in the query pane are displayed in the work pane.

5. In the list in the work pane, select the line for the demand origin that you want to change
6. Select the [Edit reservation] action in the standard toolbar
   • The Change demand origin dialog window opens.
   • The search criteria for items, identifiers, warehouse and inventory owner are adopted and cannot be changed.
   • You will be offered a list of suitable demand coverages and inventory records for reservation.

7. In the last field of the list, change the quantity to the value for which you want to create a reservation for the demand origin to be processed for the respective demand coverage and inventory records.
8. Select the [OK] button when you are satisfied with your settings.
   • The values you enter are transferred to the batch application, which generates the actual reservations if possible. Existing reservations are increased or decreased to the quantity entered.
   • The dialog is closed.

Creating a voucherless demand

Instructions

1. Open the Reservations application
2. Select the Issues view
3. Select the [Create voucherless demand] action in the standard toolbar
   • The Create voucherless demand dialog window opens.

4. Enter the desired item, warehouse and inventory owner
5. If you have selected an identifier-managed item, you can also enter a specific identifier
6. Enter the quantity you wish to reserve
7. If required, you can also enter a free text that describes, for example, the reason why this voucherless demands being created
8. Select the [OK] button when you are satisfied with your settings.
   • The values you enter are transferred to the batch application, which immediately generates a reservation against inventory if possible.
   • The dialog is closed.

Changing the reservations of a demand coverage

Instructions

1. Open the Reservations application
2. Select the Receipts and inventory view
3. Enter suitable restrictions in the query pane
4. Select the [Refresh] action in the standard toolbar
   • The demand coverage matching the selection made in the query pane are displayed in the work pane.

5. In the list in the work pane, select the line for the demand coverage that you want to change
6. Select the [Edit reservation] action in the standard toolbar
   • The Change demand coverage dialog window opens.
   • The search criteria for items, identifiers, warehouse and inventory owner are adopted and cannot be changed.
   • You will be offered a list of suitable demand origins for reservation.

7. In the last field of the list, change the quantity to the value for which you want to create a reservation for the demand coverage to be processed.
8. Select the [OK] button when you are satisfied with your settings.
   • The values you enter are transferred to the batch application, which generates the actual reservations if possible. Existing reservations are increased or decreased to the quantity entered.
   • The dialog is closed.