Topic overview
The purpose of reservations is to support and safeguard existing processes. A reservation describes the assignment between demand coverages or inventories and demand origins. In a normal situation, such assignments are created in a background process. However, a user with relevant authorizations should have the possibility to create such assignments, to change them or even to control the type of existing assignments. This is the purpose of the Reservations application.
Application description
The application consists of the following views: Issues and Receipts and inventory. Both views represent two different perspectives of reservations. Issues are demand origins and the corresponding view presents reservations from the perspective of demand origins. Receipts and inventory constitute demand coverages. Thus, the corresponding view presents reservations from the perspective of demand coverages.
Issues view
The Issues view consists of a query pane and a display pane presenting the demand origins matching the query.
Query pane
Through settings effected in the query pane, you can limit the number of the displayed demand origins, applying specific criteria.
For this purpose, the following fields can be used:
Item – if need be, narrow the range of items referred to in the requested demand origins.
Identifier – if need be, narrow the range of identifiers referred to in the requested demand origins.
Warehouse – if need be, narrow the range of warehouses referred to in the requested demand origins.
Inventory owner – if need be, narrow the range of inventory owners referred to in the requested demand origins. If you also want to display the reservations for those demand origins for which no specific inventory owner but an inventory owner group is defined, you must leave the field empty. The relevant reservation data records are displayed at the top of the list.
Demand origins – if need be, narrow the range of types of the requested demand origins. The following types are possible:
- Sales quotation
- Sales order
- Production order
- Inventory requisition
- Picking order
- Delivery order
- Purchase order
- Receipt of goods
- Distribution order
- Voucherless demand
- Inventory posting
- Posting error log
Voucher – this field can be edited only if you have expressly selected a category of demand origins in the Demand origin field and if it’s not the case of a voucherless demand. This field depends on this setting and refers, including value assistants, e.g. to sales orders if a sales order is selected as the type of demand origins..
Reservation status – if need be, narrow the range of reservation statuses of the requested demand origins. Possible values include:
- Not reserved
- Partly reserved
- Completely reserved
- Completed
Demand date – if need be, enter a date or a period covering the demand date of the requested demand origins.
Reservation category – demand origins are equipped with a mode specifying whether and how reservations for such demand origins are created. If need be, narrow the range of reservation categories of the demand origins. Possible values include:
- Manual
- Automatic, manually overridden
- Automatic with reservation period
- Automatic and immediate
- Automatic with the start of inventory management processes
Voucherless demand – if your query concerns voucherless demands, you can enter identification number of voucherless demands in this field.
Work pane
The result of the query is displayed as a list in the work pane. The list contains all demand origins found with the search criteria set in the query pane.
If need be, you can view additional information on the displayed demand origins with the use of the following buttons.
The columns in detail:
Demand origins – this field shows the type of the demand origin. If the demand origin involves a voucher line item, it can be clearly identified with the order type, order number and line item number, which will be displayed here. If the demand origin involves a voucherless demand, it can be clearly identified with its number, which will be displayed here.
Item – displays the item according to the demand origin.
Identifier – displays the identifier according to the demand origin.
Warehouse – displays the warehouse according to the demand origin.
Inventory owner – displays the inventory owner according to the demand origin. If the demand origin is not assigned a specific inventory owner, but a group of inventory owners, these are listed one after the other in curly brackets.
Demand date – displays the demand date according to the demand origin.
Quantity – the total quantity needed for the demand origin.
Reserved quantity – the total quantity that has already been reserved for the demand origin.
Quantity not reserved – the quantity that still needs to be reserved for the displayed demand origin.
Reservation status – displays the reservation status of the demand origin. Please also note the information in the tooltip of the icon.
Click on the [Reserved receipts] button and additional lines will be displayed. The additional lines contain information on the demand coverages to be used for reservation of the relevant demand origin.
The fields in detail:
Receipts – this field shows the type of receipts. Receipts can be clearly identified with the order type, order number and line item number, which will be displayed here.
Demand coverage date – displays the demand coverage date of the receipts.
Reserved by demand origin – displays the quantity reserved with these receipts for the relevant demand origin.
Click on the [Reserved inventory] button and additional lines will be displayed. The additional lines contain information on the inventory to be used for reservation of the relevant demand origin.
The fields in detail:
Inventory – for the sake of differentiation between receipts, the text Inventory is displayed here.
Reserved by demand origin – displays the quantity reserved with this inventory entry for the relevant demand origin.
[Additional item units] button
The [Additional item units] button affects only items with additional item units. Each of the aforementioned quantity fields applies to the best–matching unit of the demand origins, demand coverages or inventories. If you click on this button, you can additionally display the quantities in different, parallel units of the respective item.
Actions
This section describes actions available for you in the Issues view.
New
This action removes all search settings in the query pane.
Delete
This action applies to all demand origins marked in the query pane. If a marked line includes a voucherless demand, its reservations will be removed and the voucherless demand itself will be deleted. In all other cases, the reservations for the marked demand origins will be removed.
Create voucherless demand
If you know of a demand for which there is not yet a voucher, you can enter a voucherless demand as a placeholder. A voucherless demand can only be reserved against inventory.
Enter the information for a voucherless demand in the following fields:
Item – in this field, enter the item for which you want to enter the voucherless demand.
Identifier – if the selected item is identifier–managed, you can request a special identifier here. If you do not specify an identifier here, the reservation is made at item level.
Warehouse – in this field, enter the warehouse for which you want to enter the voucherless demand.
Inventory owner – in this field, enter the inventory owner for whom you want to enter the voucherless demand. This field is pre–assigned with the company of the inventory management organization selected in the organization selection field.
Reserved quantity – enter the quantity for which you want to create a reservation here.
You can also enter a free text in which you specify the reason for entering this voucherless demand, for example.
Action: [OK]
This action calls the actual background application which, if possible, creates the desired reservations. If the reservation is not possible, a corresponding error message is displayed. If the creation of the reservation was successful, the dialog is closed.
Action: [Cancel]
The dialog is closed and no reservation is created.
Edit reservation
If you have selected one demand origin in the list in the query pane and select the [Edit reservation] action in the standard menu bar, a dialog will open. This dialog offers you suitable demand coverages or inventories that can be used for reservation.
This dialog consists of a query pane and a work pane.
Query pane
In the query pane of the dialog, the demand origin selected in the work pane is displayed in the first instance. All these fields are not editable. Some fields are used for informational purposes only and do not affect the result.
The fields in detail:
Demand origin – this field shows the type of the demand origin whose reservation is to be processed.
Voucher line item – this field will be displayed only if the demand origin refers to a voucher. In this case, the voucher is displayed. The reservation status of the line item is displayed with an icon behind the field. Please also note the information in the tooltip of the icon.
Item – the item referred to by the demand origin is displayed in this field. All demand coverages or inventories displayed in the work pane must refer to this item as well.
Identifier – if the selected demand origin refers to an identifier–managed item and additionally requires a special identifier, these are displayed here.
Warehouse – the warehouse referred to by the demand origin is displayed in this field. All demand coverages or inventories displayed in the work pane must refer to this warehouse as well.
Inventory owner – the inventory owner referred to by the demand origin is displayed in this field. All demand coverages or inventories displayed in the work pane must refer to this inventory owner as well.
If no specific inventory owner has been specified for the demand origin, but rather a group of inventory owners, these are listed one after the other in curly brackets. In this case, all demand coverages displayed in the work pane refer to the same inventory owner group or an inventory owner from the group.
Quantity – the total quantity needed for the demand origin.
Reserved quantity – the total quantity that has already been reserved for the demand origin.
Quantity not reserved – Tte quantity that still needs to be reserved for the displayed demand origin.
Demand date – displays the demand date according to the demand origin.
Voucherless demand – this field will be displayed only if the demand origin refers to a voucherless demand. In this case, the number of the voucherless demand is displayed.
QA status – the quality assurance status of the warehouse to which the demand origin refers is displayed.
Demand coverage grouping
Reservation status – in this field, select the reservation status as a search criterion for the demand coverage to be displayed in the work pane. Demand coverages already reserved by the displayed demand origin are always displayed. Inventory is also always displayed if it is available.
Reservation exclusion – you use this field to specify whether the demand coverages are excluded from the automatic reservation as a search criterion for querying possible demand coverages.
Work pane, General tab
The demand coverages or inventories matching the demand origin to be processed will be presented in the work pane of the dialog as a list. Matching means that the item, warehouse and inventory owner need to be consistent with the values of the demand origin.
Demand coverage – this field shows the type of demand coverage. The record Total inventory is displayed in case of a identifier–based item, which should be, however, reserved on the item level without the indication of the identifier as well. Receipts can be clearly identified with the order type, order number and line item number, which will be displayed here.
Inventory owner – this column displays the inventory owner that is defined for the demand coverage. If no specific inventory owner is assigned to the demand coverage, but rather a group of inventory owners, these are listed one after the other in curly brackets. The column is only displayed if the Multiple inventory owners function is active in the Customizing application.
Identifier – information on the identifier according to demand coverages. The column is only displayed if it is an item that is managed in identifiers.
Demand coverage date – in case of receipts, the demand coverage date is displayed here. In case of inventories, this field remains empty.
Quantity – the total existing quantity with the demand coverage.
Currently reserved quantity – this field displays the quantity for which there already are reservations with the displayed demand coverage. This quantity includes reservations which do not refer to the processed demand origin.
Quantity not reserved – the non–reserved quantity is the maximum quantity that is available for reservations with the displayed demand coverage.
New reserved quantity – this field displays the quantity that is already reserved with displayed demand coverage for the demand origin to be processed. Zero quantity means that there are no existing reservations here yet.
Reservation status – reservation status of the demand coverage is displayed in this column. Please also note the information in the tooltip of the icon. If it is an inventory record, this field is empty, as inventory records do not have a reservation status.
[Additional item units] button
The [Additional item units] button affects only items with additional item units. Each of the aforementioned quantity fields applies to the best–matching unit of the demand origins, demand coverages or inventories. If you click on this button, you can additionally display the quantities in different, parallel units of the respective item.
Work pane, Texts tab
The Texts tab is relevant only for voucherless demands. If the demand origin processed involves a voucherless demand, its free text can be changed. If an icon is displayed in the Texts tab, it is an indication of existing texts.
Action: [Delete]
As a result of this action, existing reservations are marked for deletion. The effect of this action corresponds to setting of the reserved quantity to zero.
Action: [Update]
You can define the search criteria for the demand coverages in the query pane of this dialog window. This action updates the list of the work pane as applicable.
Action: [OK]
This action triggers the actual background application, which will apply the required quantity adjustments for the reservations, if possible. If the adjustments are not possible, an error message is displayed. If the changes are successful, the dialog will be closed.
Action: [Cancel]
The dialog is closed and the changes entered are discarded.
Reset reservation category
This action resets the reservation category of the selected demand origins to the value specified in the item master data or the order type. In this way, you can – for example – reset a manually reserved demand of a sales order back to the Automatic without reservation period reservation category, if the item has this reservation category.
In addition, it is verified whether the person creating the demand is excluded from the reservation due to their status.
Reserve automatically preferentially
With this action, you reserve the required inventory quantities for the selected demand origins, whereby the reservations of other demand origins are automatically changed. This action is useful, for example, if goods need to be delivered urgently but the required quantities could not be reserved or could only be partially reserved.
The following steps are carried out so that the required quantities can be fully reserved:
- If inventory is available, it is reserved.
- If the available inventory is not sufficient, the quantities reserved against inventory from other demand origins are reduced and the inventory thus released is reserved.
The following reservations will not be changed:
- Reservations by demand origins of the Picking order, Delivery order and Inventory posting category
- Reservations of voucherless demands
- Reservations of the Automatic, manually overridden category
To determine the demand origins whose reserved quantities are to be reduced, the demand origins are first sorted according to the following criteria:
- Demand date, starting with the latest
- Delivery priority, starting with the lowest
- Order number, descending
- Time of the demand date (if production order)
- Order line item number, ascending
Their quantities reserved against inventory are then successively reduced according to this sorting until the quantity required for the preferred demand origin to be reserved is reached.
If the demand origins to be reserved preferentially reserves a planned receipt, an attempt is made to reserve this quantity or part of it against inventory.
If the required quantity cannot be reserved in full, a warning is displayed. Only when you confirm the warning will the partial quantity be reserved.
Workflow events are triggered for the changed reservations, e.g. Reservation of a sales order line item was changed externally.
The preferred reserved demand origin is marked with the reservation category Automatic, manually overriden if the reservation category assigned to it was not already from the Manual category.
Special features for identifiers
In order to be able to preferentially reserve a demand origin with an identifier, reservations from other demand origins can be reduced both with and without an identifier. In the sorting of the demand origins described in the previous section, the identifier value is therefore irrelevant.
If the entire inventory is reserved at item level, the reductions of the reserved quantities are also carried out at item level. If the entire inventory is reserved at identifier level, the reductions are also made at identifier level. The reservations of other identifiers are not taken into account.
Reserve manually preferentially
With this action, you reserve the required inventory quantities for the selected demand origins, whereby you can influence the change to the reservations of other demand origins. This action is useful, for example, if goods need to be delivered urgently and you want to decide which reservations should be reduced in order to be able to reserve the required quantities in full.
When you execute the action, a dialog box opens in which those inventory reservations are listed that can be changed in favour of the selected demand origins. The system suggests how the quantities of these inventory reservations can be reduced. You can change the quantities.
For your information, inventory reservations that cannot be changed are also displayed.
If an identifier-managed item is to be reserved with this action, both the demand origins that reserve the same identifier and the demand origins that do not reserve any identifiers, but only at item level, are displayed.
Query pane
The query pane of the dialog primarily displays the data of the demand origin selected in the work pane. The displayed values cannot be changed. Some fields are for information purposes only and have no influence on the result set.
Demand origin – this field shows the type of demand origin that is to be reserved as a priority.
Voucher line item – this field shows the identification of the demand origin if it is a voucher. The reservation status of the line item is displayed with an icon behind the field.
Voucherless demand – this field is only displayed if the demand origin is a voucherless demand. In this case, the number of the voucherless demand is displayed.
Item – this field displays the item to which the demand origin refers. All demand coverages or inventories displayed in the work pane must also refer to this item.
Identifeir – if the selected demand origin refers to an item with an identifier value and also requests a special identifier value, this is displayed here.
Warehouse – this field displays the warehouse to which the demand origin refers. All demand coverages or inventories displayed in the work pane must also refer to this warehouse.
Inventory owner – this field shows the inventory owner to whom the demand origin refers. All demand coverages or inventories displayed in the work pane also refer to this inventory owner. If no specific inventory owner has been specified for the demand origin, but rather a group of inventory owners, these are listed one after the other in curly brackets.
Quantity – the total quantity required for the demand origin is displayed.
Reserved quantity – the total quantity already reserved for the demand origin is displayed.
Missing quantity – the quantity for which the displayed demand origin still requires reservations is displayed.
Demand date – the demand date according to the demand origin is displayed.
Inventory data grouping
Inventory – this field displays the current inventory of the item or the identifier.
Reserved inventory – this field shows the quantity of the item or identifier inventory that has already been reserved in total, i.e. by others and, if applicable, by the queried demand origin.
Available inventory – this field displays the quantity of the item or identifier inventory that can be reserved by the demand origin.
If no identifier is specified for the demand origin, the available inventory corresponds to the difference between the inventory and the reserved inventory. If an identifier is specified, the lower of the two following values is displayed: the difference between the inventory and reserved inventory at item level or at identifier level.
First, an attempt is made to use available inventory for the preferred reservation. The available inventory is therefore part of the quantity that is displayed under List in the work pane in the New available inventory quantity line.
Only when the available inventory is insufficient should it be possible to change the reservations of other demand origins.
Displayed demand origins grouping
Reservation status – select the reservation status of the demand origins to be displayed in the work pane.
Demand origin – select the category of demand origin to be displayed in the work pane.
Work pane
The work pane displays a list of the other queried demand origins reserved against inventory. You can reduce the quantities reserved against inventory in the list so that the quantity still missing for the queried demand origin becomes available and can be reserved by this demand origin.
Demand origin – this column shows the type and identification of the demand origins that are reserved against the required inventory and whose reservation quantity could be reduced.
Inventory owner – this column displays the inventory owner that is defined for the demand origin. If no specific inventory owner is assigned to the demand origin, but rather a group of inventory owners, these are listed one after the other in curly brackets. The column is only displayed if the Multiple inventory owners function is active in the Customizing application.
Demand date – the demand date according to the demand origin is displayed.
Quantity – the total quantity required for the demand origin is displayed.
Reserved inventory – the proportion of the total quantity required for the demand origin that is reserved against inventory is displayed. The reserved quantity can only be reduced up to this value.
Reduction – enter the quantity by which the quantity reserved against inventory is to be reduced so that priority can be given to reserving for the demand origin in question. The quantity reductions determined by the system are displayed as the default value. You can read how these are determined in the Give automatic preference while reserving grouping. You can change the value.
Reservation status – the reservation status of the demand origin reserved against inventory is displayed.
Total line below the list
New available inventory quantity – this field shows the sum of the available inventory and the quantities that have been released by reducing the reservation quantities of other demand origins. If the value corresponds to the value in the Missing quantity field, the entire required quantity can be reserved as a priority. If the new available inventory quantity is lower than the missing quantity, this partial quantity can be reserved after a warning is confirmed.
[Only changeable ones] button
Use the [Only changeable ones] button to restrict the list to those demand origins whose reserved quantities you are allowed to reduce. The following reservations cannot be changed and are not displayed if the [Only changeable ones] button is activated:
- Reservations by demand origins of the Picking order, Delivery order and Inventory posting category
- Reservations of voucherless demands
- Reservations of theAutomatic, manually overriden category
[Additional item units] button
The [Additional item units] button only has an effect on items with additional item units. Each of the quantity fields described in the previous section refers to the most appropriate unit of the demand origin, demand coverage or inventory. By activating this button, you also display the quantities in the other units of the item.
[Update] action
In the query pane of the dialog window, you can select the identifier of the demand origins to be displayed. This action updates the list according to this selection.
[OK] action
The existing reservations are changed by clicking on the [OK] button. The inventory that has become available as a result of the reductions is reserved for the preferred demand origin.
If the demand origins to be reserved preferentially reserves a planned receipt, an attempt is made to reserve this quantity or part of it against inventory.
Workflow events are triggered for the changed reservations, e.g. Reservation of a sales order item was changed externally.
The preferred reserved demand origin is marked with the reservation category Automatic, manually overriden if the reservation category assigned to it was not already from the Manual category.
[Cancel] action
The reservations are not changed. The dialog window is closed.
Receipts and inventory view
The Receipts and inventory view consists of a query pane and a display pane presenting the demand coverages matching the query.
Query pane
Through settings effected in the query pane, you can limit the number of the displayed demand coverages, applying specific criteria.
For this purpose, the following fields can be used:
Item – if need be, narrow the range of items referred to in the requested demand coverages.
Identifier – if need be, narrow the range of identifiers referred to in the requested demand coverages.
Warehouse – if need be, narrow the range of warehouses referred to in the requested demand coverages.
Inventory owner – if need be, narrow the range of inventory owners referred to in the requested demand coverages. If you also want to display the reservations for those demand coverages for which no specific inventory owner but an inventory owner group has been defined, you must leave the field empty. The relevant reservation data records are displayed at the top of the list.
Demand coverage – if need be, narrow the range of types of the requested demand origins. The following types are possible:
- Sales order
- Production order
- Inventory requisition
- Delivery order
- Purchasing RFQ
- Purchase order
- Distribution order
- Inventory
- Inventory posting
- Incorrect inventory posting
Voucher – this field can be edited only if you have selected one category in the Demand coverage field and if it is not the case of an inventory entry.
Reservation status – if need be, narrow the range of reservation statuses of the requested demand coverages. Possible values include:
- Not reserved
- Partly reserved
- Completely reserved
- Completed
Demand coverage date – if need be, enter a date or a period covering the demand date of the requested demand origins.
Work pane
The result of the query is displayed as a list in the work pane. The list contains all demand coverages or inventories found according to the search criteria set in the query pane.
If need be, you can view additional information on the displayed demand coverages or inventories with the use of the following buttons:
The columns in detail:
Demand coverage – this field shows the type of demand coverage. Possible values include: The record Total inventory is displayed in case of a identifier–based item, which can be reserved with the use of this demand coverage on the item level without the indication of the identifier as well. If the demand coverage involves a voucher line item, it can be clearly identified with the order type, order number and line item number, which will be displayed here. However, in case of an inventory entry, the field will remain empty.
Item – displays the item according to the demand coverage.
Identifier – displays the identifier according to the demand coverage.
Warehouse – displays the warehouse according to the demand coverage.
Inventory owner – displays the inventory owner according to the demand coverage.
Demand coverage date – if the demand coverage refers to a voucher line item, its demand coverage date will be displayed here. However, in case of an inventory entry, the field will remain empty.
Quantity – the total existing quantity with the demand coverage.
Reserved quantity – the quantity of the demand coverage which has already been used in total for reservations. If the demand coverage applies to the total inventory, the quantity used for reservations will be displayed on the item level. The quantity is a cumulative one, thus containing the reserved quantities of demand coverages with and without indication of identifier.
Quantity not reserved – the total quantity that can be reserved for the demand coverage. If the demand coverage applies to the total inventory, the quantity to be used for reservations will be displayed on the item level. The quantity is a cumulative one, thus containing the quantities of demand coverages with and without indication of identifier which can be reserved.
Reservation status – displays the reservation status of the demand coverage. However, in case of an inventory entry, the field will remain empty, because inventories do not have a reservation status.
[Reserving demand origins] button
If you click on the [Reserving demand origins] button, additional lines will be displayed. The additional lines contain information on the demand origins to be used for reservation of the relevant demand coverages.
Demand origin – in this column, the type and identification of the demand origin are displayed.
Demand date – displays the demand date according to the demand origin.
[Additional item units] button
The [Additional item units] button affects only items with additional item units. Each of the aforementioned quantity fields applies to the best–matching unit of the demand origins, demand coverages or inventories. If you click on this button, you can additionally display the quantities in different, additional units of the respective item.
Actions
This section describes actions available for you in the Receipts and inventory view.
New
This action removes all search settings in the query pane.
Delete
This action applies to all demand coverages marked in the query pane. The reservations for the marked demand coverages will be removed.
Edit reservation
If you have expressly selected a demand coverage in the list and select the Edit reservation action in the standard menu bar, a dialog will open. This dialog offers you suitable demand origins for this demand coverage, for which you can create or change a reservation.
This dialog consists of a query pane and a work pane.
Query pane
In the query pane of the dialog, the demand coverage selected in the work pane is displayed in the first instance. All these fields are not editable. Some fields are used for informational purposes only and do not affect the result.
Demand coverage – this field shows the type of demand coverage whose reservation is to be processed.
Voucher line item – this field is displayed only if the demand origin refers to a voucher. In this case, the voucher is displayed. The reservation status of the line item is displayed with an icon behind the field. Please also note the information in the tooltip of the icon.
Item – the item referred to by the demand coverage is displayed in this field. All demand origins displayed in the work pane must refer to this item as well.
Identifier – if the selected demand coverage refers to a identifier–based item and refers to special identifier, these are displayed here.
Warehouse – the warehouse referred to by the demand coverage is displayed in this field. All demand origins displayed in the work pane must refer to this warehouse as well.
Inventory owner – the inventory owner referred to by the demand coverage is displayed in this field. All demand origins displayed in the work pane must refer to this inventory owner as well. If no specific inventory owner is specified for the requirement coverage, but rather a group of inventory owners, these are listed one after the other in curly brackets. In this case, all demand origins displayed in the work pane refer to the same inventory owner group or an inventory owner from the group.
Quantity – the total quantity to be reserved with this demand coverage.
Reserved quantity – the total quantity that has already been reserved for the demand origin.
Quantity not reserved – the non–reserved quantity is the maximum quantity that is available for reservations with the displayed demand coverage.
Demand coverage date – if the demand coverage refers to a voucher line item, its demand coverage date will be displayed here. However, in case of an inventory entry, the field will remain empty.
Demand origin grouping
Reservation status – the reservation status specified here refers to the demand origins offered in the work pane. Demand origins with existing reservations for the displayed demand coverage are always displayed.
Reservation exclusion – you can use this field to define whether the demand origins are excluded from the automatic reservation as a search criterion for querying possible demand origins.
Reservation category – use this field to select how the reservations were created as a search criterion for querying possible demand origins. If need be, narrow the range of reservation categories of the demand origins offered in the work pane. Possible values include:
- Manual
- Automatic, manually overridden
- Automatic with reservation term
- Automatic without reservation term
- Automatic while starting Inventory management processes
Work pane
Demand origin – this column shows the type and identification of the demand origin. If the demand origin is a voucher line item, the order type, order number and line item number are displayed. If the demand origin is a voucherless demand, its number is displayed.
Inventory owner – this column displays the inventory owner that is defined for the demand origin. If no specific inventory owner is assigned to the demand origin, but rather a group of inventory owners, these are listed one after the other in curly brackets. The column is only displayed if the Multiple inventory owners function is active in the Customizing application.
Identifier – displays the identifier according to the demand origin. The column is only displayed if it is an item that is managed in identifiers.
Demand date – displays the demand date according to the demand origin.
Quantity – the total quantity needed for the demand origin.
Currently reserved quantity – this field displays the quantity that is already reserved for the displayed demand origin. This quantity also includes reservations which do not refer to the processed demand coverage.
Quantity not reserved – this field displays the quantity that has not been reserved for the displayed demand origin yet.
New reserved quantity – this field displays the quantity that has been reserved for the displayed demand origin with the demand coverage to be processed. Zero quantity means that there are no existing reservations here yet.
Reservation status – this column shows the reservation status of the deman origin. Please also note the information in the tooltip of the icon. If it is an inventory record, this field is empty, as inventory records do not have a reservation status.
[Additional item units] button
The [Additional item units] button affects only items with additional item units. Each of the aforementioned quantity fields applies to the best–matching unit of the demand origins, demand coverages or inventories. If you click on this button, you can additionally display the quantities in different, parallel units of the respective item.
Action: [Delete]
As a result of this action, existing reservations are marked for deletion. The effect of this action corresponds to setting of the reserved quantity to zero.
Action: [Update]
You can change the reservation status in the query pane. This action updates the list of the work pane as applicable.
Action: [OK]
This action triggers the actual background application, which will apply the required quantity adjustments for the reservations, if possible. If the adjustments are not possible, an error message will be displayed. If the changes are successful, the dialog will be closed.
Action: [Cancel]
The dialog is closed and the changes entered are discarded.
Business entities
For the Reservations application, the following business entity is of relevance. It is, for example, used in order to:
- assign authorizations
- set up activity definitions or
- import or export data
Reservation: com.cisag.app.inventory.reservation.obj.FixedReservation
The business entity is a part of the following business entity group: com.cisag.app.inventory.obj.OrderData
Authorizations
Authorizations can be allocated to an organization both with the use of authorization roles and in the form of assignment. For the authorization concept, please refer to Authorizations in the technical item.
Special capabilities
There are no special capabilities for the Reservations application.
Organization assignments
A person can use the Reservations application only if the person is assigned to an organization which is integrated in at least one of the following organizational structures:
- Inventory management
Special features
For write access, there is no difference between deleting, creating or changing of reservations. Write access is granted for users who are functionally able to develop reservations in the manual mode. The process involves, among other steps, three actions that are jointly reflected by the UPDATE authorization.
Content–based authorizations for warehouses are taken into account. There are some specific regulations concerning content–based authorizations. Both the Issues view and the Receipts and inventory view display only demand origins, demand coverages and inventories of a warehouse equipped with a content–based authorization. This is the case with both read access and write access.
In the Issues view, demand origins can be transferred to the change dialog only if a content–based authorization applies to this demand origin. Otherwise, an error message will be displayed if the respective action is attempted.
In the Receipts and inventory view, demand coverages can be transferred to the change dialog in each case. However, demand origins without a content–based authorization cannot be changed there.
Content–based authorizations referring to demand coverages are thus ignored in each case.
Authorizations for business partners
The Reservations application is not released for business partners.