Material Reservation

OBJECTIVE

The Material Reservation option is used to reserve material in stock by assigning a reservation number to it. This option can also be used to reverse a reservation.

To remove reserve material from inventory, simply use one of the following options: Inventory to Project Transfer, Inventory to Project Transfer Adjustment, Inventory-Site Transfer, Inventory Adjustments, Equipment-Site Transfer, Inventory Issues, Enter a Sale, Shipping (customer orders) or Point of Sale Invoicing.

 

PREREQUISITE

• Catalogue Management

 

Summary

• Reserve material
  • Add item from a kit

 

Steps

maestro* > Purchasing > Inventory > Processing > Material Reservation

 

Reserve material

1. Enter the required information in the Details tab:

Fields followed by the * character are mandatory fields.

 

Field	Description
Date*	Date of the transfer transaction.
Reference	Reference number for the transaction.

1. Default Destination section:

Field	Description
Site	Site where the material will be reserved. NOTE: By default, the system indicates the site for the company defined in Configuration.
Project	Project for which the material is reserved. NOTE: This number will be used as the reservation number making it possible to search for reservations in a project.

2. Breakdown section:

You can click the Reservation Search icon to search for a reservation and when selected, the reservation is added to the grid as a negative amount to cancel the reservation.

 

Field	Description
Inventory Code*	Inventory code from Catalogue Management. If the item is a kit, see section Add item from a kit. NOTE: For a serial number item, you can reserve a quantity higher than 1 without specifying the serial numbers.
Description	Description of the material.
Unit	Conversion unit. NOTE: The arrow is used to select the item in inventory and the system displays the corresponding values by default.
Destination Site*	Site where the material is reserved. NOTE: In multidimensional mode, the system displays only sites without a company or sites whose company is the source company.
Destination Location	New actual location of the equipment. NOTE: To reserve multiple serial number items, the location must be left blank.
Characteristic	Characteristic of the material.
Identification	Identification of the material.
Destination - Reservation No.*	Reservation number at the destination. NOTE: This number can be entered manually by the user.
Quantity*	Quantity to be reserved. NOTE: A negative quantity reverses the reservation transaction.
Reason	Why a material reservation is required.

2. Click Save.

You can print a transfer order by clicking the Print icon. This is the form identified in configuration, Forms and Inventory section.

3. Click Transfer.

You can transfer several transactions at a time by clicking the Transactions Transfer icon in the main menu.

Add item from a kit

This feature applies to items whose Status corresponds to Kit in the Catalogue Management option.

1. In the Breakdown grid, enter the kit's inventory code in the column or click on the icon to select a kit through the Select a record window. The Component Selection window opens.
2. Enter the amount of kits (Quantity) needed in the transfer.
3. Check the kit items to include in the transfer.
4. Click on Select.
   
   All chosen kit items will automatically be added to the transfer.
5. Save the transfer.

 

See also

• Inventory Adjustments
• Inventory to Project Transfer
• Inventory - Site Transfer
• Inventory Issues
• Enter a Sale
• Shipping
• Point of Sale Invoicing

 

Last modification: September 20, 2024