Reserving an Item

Open the Reservations for Item form and turn off Filter-in-Place.

Select the warehouse in which the item is located. The name of the warehouse is displayed.

Select the item that you want to reserve.

This information is populated based on the item:

(Item Description): A description of the item is displayed.
U/M: The unit of measure for the item is displayed.
S/N Track: This check box is selected if the item is serial-tracked.
Issue By: The order by which the item is issued is selected: lot or location.
Cost Method: The cost flow method used for tracking and posting cost ledger transactions for the item is displayed.
On Hand: The quantity on hand of the item is displayed.
Total Reserved SRO: The quantity of the item that is reserved for service orders is displayed.
Non-Nettable Stock: The amount of the item that is non-nettable stock is displayed.

Specify this information on the General tab:

Location: Select the location from which to reserve material.
(Location Description): A description of the location is displayed.
Lot: Select the lot from which you want to reserve material.
SRO: Select the service order number that requires the reservation.
Customer: The customer associated with the service order is displayed.
(Customer Name): The name of the customer is displayed.
Due Date: The date on which the order is due to be delivered to the customer is displayed.
Reserved: Specify the amount of the item to reserve.
(U/M): The unit of measure for the item is displayed.
Qty Ordered: The amount of the item that has been ordered is displayed.

Specify this information on the Serial Numbers tab, if the item is serial-tracked:

Select

Select this check box for the individual records that you want to process.

S/N

If new numbers are required, specify the new serial numbers, or generate them automatically by clicking Generate.

Target Quantity

The value of the quantity specified on the Detail tab is displayed. This value is the quantity of serial numbers that must be generated or selected for the item.

Selected Quantity

The amount of serial numbers currently selected in the Serials grid is displayed.

Generate Quantity

The Target Quantity amount is displayed by default. It indicates the number of serial numbers you want the system to generate for this item during this transaction. When you generate new serial numbers, the number to be generated should be less than or equal to the Target Qty. When you are performing a query on existing serial numbers, you can change the value to any desired quantity. After a generation or selection has been performed, this field's value is reset to 0.

Range Qty

Use this field to specify the quantity of serial numbers to select (for existing serials only) or clear in the grid. For existing serial numbers, this value defaults to the Target Qty value. When new serial numbers are required, this value defaults to zero, and is reset to zero whenever there is a change to the selected serial numbers.

S/N Prefix

Specify the serial number prefix.

Deselect Range Button

Beginning with the currently selected serial number record and continuing up to the number of records specified in Range Qty, clicking this button either:

Clears each selected record (for existing serial numbers), or
Deletes each selected record (when generating new serial numbers).

This button is disabled when any of these conditions exist:

No serial numbers exist in the grid.
Range Qty is 0.

Generate Button

Click this button to generate the specified quantity of new serial numbers. This button is disabled when either of these conditions exist:

The Quantity on the Detail tab is 0.
The Expand S/N field is not selected on the Inventory Parameters form, and new serial numbers must be generated.

Save the record.