Material Reservations
Stock promised to one order and no longer offered to another. Without a reservation two orders are both told the same bar is available, and the second one finds out on the shop floor.
Where to find it
- Module: Manufacturing
- Group: Plan
- Section: Material Availability
- Screen: Material Reservations
Address in the console: /mfg/material-reservations
List · 14 columns · 9 fields on its form · 2 of them required · 2 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| No order | Yes or no | is_orphan |
| Held for | Text | reserved_for |
| Item | Code | item_no |
| Description | Text | item_name |
| Reserved | Number | quantity |
| Issued | Number | qty_issued |
| Still held | Number | qty_open |
| Warehouse | Text | warehouse_name |
| Lot | Text | lot_no |
| Needed by | Date | required_date |
| Sales order | Code | so_no |
| Production order | Code | production_order_no |
| Status | Status | status |
| Reserved | Date and time | reserved_at |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Item required | Choice | Looked up from existing records | |
| Quantity required | Number | ||
| Warehouse | Choice | Looked up from existing records | |
| Lot | Text | ||
| Needed by | Date | ||
| For sales order | Choice | Looked up from existing records | |
| For production order | Choice | Looked up from existing records | |
| Status | Choice | reserved, partially_issued, issued, released, cancelled | |
| Notes (the purpose, when it is for no order) | Long text | A reservation must name its production order or sales order — or, to hold stock for no order, say why here. |
What you can do here
Cancel reservation
Frees the stock this reservation is holding. Anything already issued stays issued.
Asks for: Reason
Production order
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.