Product Customer Reservation/Forecast Setup - General field descriptions

Fields are presented in alphabetic order.

Contract

Specify a contract number.

Customer #

Specify the customer associated with the product reservation or forecast.

Estimated Usage Rate Percent

This field displays when you are maintaining a forecast. Specify a default value for percent of the forecast that you expect the customer to purchase. By default, this field is set to 100 for a forecast and 0 for a reservation.

Expire Date

Specify an end date for the reservation/forecast.

Take care when specifying the Expire Date. After you have created the reservation/forecast record, you cannot maintain this date. If you specified the wrong date, you must copy the record to a new record, specify the correct date, and then inactivate or delete the first record.

Expired Forecast Usage

This field displays when you are maintaining a forecast. Specify whether you want actual usage to be included or excluded from normal usage.

Fill Priority

Specify the priority order in which this product reservation should be filled when Sales Entry Processing Backorder Fill Report is run to replenish products, if this product reservation is set to replenish (Replenish Stock option is selected). This defaults to 1, the highest priority. You can set this to a value from 1 to 99, with 99 being the lowest fill priority.

During Sales Entry Processing Back Order Fill Report, the special/nonstock line items and nonstock build-on-demand kit component lines, Direct Orders (DO), and tied lines are filled first regardless of the fill method selected. Next, the system checks for any customer product reservations that are active and within their Start and Expire Date range, where the Replenish Stock option in Product Customer Reservation/Forecast Setup is selected, and where the current Net Available is insufficient to raise the Reserved Quantity to be equal to the Quantity Required. It follows the Fill Priority setting and fills the higher priority reservations first. After these order types and any reservations are filled, then the remaining stock is used to fill open orders and backorders.

Product

Specify the product being reserved or forecasted. Leave this field blank to include all products based on other criteria provided.

Pull Quantity

This option allows you to search for existing customer reservations where the Allowed Pull Quantity is selected (Allowed) or not selected (Not Allowed). Leave the default value All to search for all reservations regardless of the Allowed Pull Quantity setting.

Reference

Specify a reference, if applicable.

Setup Type / Record Type

Displays Reservation if you are maintaining a customer reservation. Displays Forecast if you are maintaining a product demand forecast and the kind of record being maintained.

Ship To

Specify the customer’s ship to, if applicable.

Ship To Group

This field displays when you are maintaining a forecast. Specify a ship to group. If you are creating a forecast, you may specify either a ship to address or a ship to group.

Start Date

Specify the start date for the forecast or reservation.

Status

Select Active to activate the reservation or forecast. For a reservation, the Reserved Quantity is loaded with the amount of reserved that is available based on the Net Available quantity for the product in Product Warehouse Product Setup.

Select Inactive to inactivate a reservation for forecast. When a reservation is inactivated, the Reserve Quantity is automatically removed from the reservation record and subtracted from the Product Warehouse Product Setup Reserved Quantity amount.

Only one reservation record can be activated per customer/ship to/warehouse combination. There can be multiple forecast records for a specific forecast type and customer/ship to/warehouse combination, but the start and end dates must not overlap.

Warehouse

Specify the warehouse that supplies the product, or allow the warehouse from the Customer Setup-Ordering or Customer Ship To Setup-Ordering be defaulted in this field when you specify the Customer # or Ship To.