See Material Forecast and Reservation for more information about reservation runs. There are two ways to issue material reserved by a reservation run:
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MIR by reservation using the C.20.21 MIR by Reservation screen (described in this section)
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MIR by BOM commodity using the C.20.22.01 MIR by BOM Commodity screen (described in the next section)
After a reservation run is completed, you must perform the following steps to issue material based on the results of the reservation run.
To define a MIR, create a new record using the New Record button, and select the date from the LOV in the Issue Date field.
Then, select the reservation run (RR) from the LOV in the Reservation Code field. Enter the name of the person who issued the material in the Issue By field. Next, select the subcontractor who will receive the material from the LOV in the Company field. If the project default ZC_BIN_LOC is set to BLOC, select a site code from the LOV in the Site Code field. Then select the overissue warehouse assigned to this subcontractor from the LOV in the Overissue Warehouse field. This field is only mandatory if you insert higher issue quantities than the related list position quantity.
Select a location from the LOV in the Location field, and enter descriptions for the MIR in the Short Desc and Description fields. Save the new MIR.
To assign the inventory issue records to the MIR in the second (Inventory Issues) block, you can click the Populate Reservation button to copy all list positions from the selected RR to the MIR.
Or, you can do this process manually using the LOV in the List Node field. Window 2 displays all inventory reservations for the selected RR.
Select the Sel check boxes of all items to be copied to the MIR, or click the Select All button to select all check boxes at once. To cancel the selection, you can use the Unselect All button. Finally, click the Fill In button to close Window 2 and to copy all selected list positions.
The Auto Subst/Trans indicator was derived from the Auto Subst/Trans indicator of the selected reservation run (RR) on C.30.11. If you use the Populate Reservation button to copy all reserved material from the RR to the MIR, the software copies the items with substitutions/transformations where the Auto Subst/Trans indicator is checked. If it’s not checked, the substitutions/transformations are not copied.
If you select the Sort by Location First check box, the inventory items are sorted by location first, then by list node, BOM path, and list position.
If an approval template is assigned to the project default ZC_MIRAPPR, the MIR must be approved before you can post it. In this case, the pre-defined approval template appears in the Approval Template field. To change it, select another template with type ‘MIR Approval’ from the LOV in this field.
Approval templates can be defined on the A.20.45 Approval Templates screen. For more information, see Approval Templates.
If the MIR is ready for approval, select the RfA (Ready for Approval) check box. The displayed approval template with all assigned users is attached to the MIR, and an e-mail message is automatically sent out to the first approver on the approval sequence. If the project default ZC_MIRAPPR is not set, the user currently logged on is assigned as approver on the MIR.
You can click the Approval Sequence button to view the approval sequence assigned to the selected MIR on the A.20.49 Approval Sequence screen. Approvers can approve or reject the MIR on this screen.
As soon as the approval process has started, updates are no longer allowed on the header and detail data of the selected MIR.
Click the Attachments button to open the D.90.21 Attachments screen where you can attach documents to the selected MIR.
IF ZC_MIRAPPR is set, the Post button is enabled if all approvers in the approval sequence have approved the MIR by selecting the Approved indicator on A.20.49.
IF ZC_MIRAPPR is not set, the Post button is enabled even if the MIR is not approved.
After the MIR has been posted, a reverse approval of the MIR is no longer possible
on A.20.49.
To complete the material issue, click the Post button in the first block to post the material issue to the inventory. Moreover, the posted date of the MIR is set and the MIR can no longer be changed. Before the material is posted to the inventory, it will be checked for consistency of heat numbers. Smart Materials does not allow the issue of material from inventory that has heat numbers associated if there are fewer (or none) heat numbers on the issue than in the inventory.
For example, ident 5000 is on a BOM with a quantity of 10, and this ident was received with a total quantity of 50. Twenty (20) were received with heat numbers and 30 without heat numbers. The MIR must include 10 idents that were received with heat numbers. Smart Materials would not allow the issue of 9 idents with heat numbers and one without if 10 are available in inventory.
If you post a revision higher than 0 without heat numbers that had a previous revision with heat numbers, the previous revision heat numbers are set to 0.
The Post button is only enabled for MIRs with details (inventory issues).
With the project default ZC_AUTO_RR, you can control the behavior when posting the MIR by reservation, and there are differences between reserved and issued quantities. If ZC_AUTO_RR is set to N, no new RR is generated, either due to deleted positions or due to changed issue quantities. If ZC_AUTO_RR is set to Y, new RR(s) are generated for the outstanding positions and quantities. For example, you have a RR with two positions:
Pos 1, Ident 5000, reserved quantity = 20
Pos 2, Ident 5001, reserved quantity = 18
You delete position 1 and change the quantity of the second position to 10. After posting this MIR, a new RR is created with two positions:
Pos 1, Ident 5000, reserved quantity = 20 (the previously deleted position)
Pos 2, Ident 5001, reserved quantity = 8 (the delta quantity of 18-10)
Manual reservations, transformations, and substitutions are not considered when new
RRs are generated.
In the case of an overissue, the message below appears.
If you click OK, the post procedure continues and moves the overissue quantity to the overissue warehouse assigned to the MIR.
To undo the MIR posting, you can click the Unpost button to cancel all posted inventory issues of the selected MIR. Unposting is only possible as long as the available quantity (on-hand) in the inventory is sufficient. If the quantity is not sufficient to unpost the inventory issues, an appropriate message appears.
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The Unpost button is only enabled for posted MIRs as long as no higher revision exists of this MIR.
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Unposting a MIR by reservation sets the job status of the reservation run to MIR UNPOST.
To create a revision of a posted MIR, click the Revision button. If the project default ZC_REV_ALL is set to YES, all inventory issues of the previous MIR revision are included. If you change an issue quantity, the Qty changed indicator of this position is checked automatically. Only these items with quantity changes (checked Qty changed indicator) are revised and posted to the inventory when this MIR revision is posted.
The Revision button is only enabled for posted MIRs with the highest revision of this MIR.
Click the Substitution button to see all available inventory items that can be used to substitute the current position. This button opens C.20.21.03 Acceptable Substitutions.
Click the Group by Comm. Code button to see a different view (grouped by commodity code) of the data of this MIR. This button opens the C.20.21.02 MIR grouped by Commodity Code screen.
Click the Inv Issue Totals button to display the inventory issue totals. This button opens the C.20.21.01 MIR by Reservation Totals screen.
This screen shows the sum of reserved, issued, on-hand, and overissued quantities of all details of the selected MIR. The inventory issue totals are grouped by warehouse, location, receiving status, unit, commodity code, and sizes 1 to 5.
You can update the details in the second (Inventory Issues) block in one step. Change the Sum Actual Issued Qty value in the first (Group Inventory Issues) block. This value must not be greater than the Sum On Hand Quantity value. Then click the Update Inventory Issues button.
In the first step, all details in the second block get the actual reserved quantity of the RR reservation run. The Sum of Actual Quantity-Actual Reserved Quantity (of the detail) value is calculated for all details. In the next step, the remaining quantity is used to update the issued quantity of the first detail (inventory issue), and so forth, until the remaining quantity is 0.
You can update the issued quantity and the issue date on the details, and the changed records are updated on C.20.21 as well.
Double-click a node in the List Node field to open Window 2.
This window displays all BOM nodes and positions where the selected material (ident) is used.
The second (Inventory Issues) block of C.20.21 appears in the picture below.
If the List Node field has a magenta background color, it indicates that heat numbers exist for this item. Double-click in the List Node field to open the C.20.25 Issued Heat Numbers screen.
The Issued Quantity field of the inventory issues is set depending on the setting of project default ZC_QTYISS. If ZC_QTYISS is set to N, the issued quantity is filled with 0 (zero). If ZC_QTYISS is set to Y (default), the issue quantity is filled with the reserved quantity (sum of the actual reserved qty + manual reserved qty), or the on-hand quantity if not enough material is available. If the MIR revision is greater than 0, the Issued Quantity field will always be filled with 0, independent of the ZC_QTYISS setting.
The Issued Quantity field has a red background if the BOM position quantity is not issued completely.
The Issued Quantity field and the Issued Date field at the end are the only fields that can be updated in this block. When all issued quantities and issue dates have been entered or updated, the MIR can be posted to the inventory using the Post button.
The following quantity fields appear for your information:
List Pos Quantity - BOM list position quantity, required for construction.
List Pos Reserved Qty - Reserved quantity on this BOM list position.
Actual Reserved Qty - Quantity reserved by the RR assigned to the MIR.
Manual Reserved Qty - Quantity manually reserved in addition to the actual reserved quantity, assigned to the RR.
List Pos Issued Qty - Issued quantity for the selected list position.
On Hand Quantity - On-hand quantity of the inventory item, calculated as the received qty - issued qty - reserved qty.
Overissue Qty - Overissue quantity means the difference between the list position quantity and the issue quantity. After the MIR is posted to the inventory, the overissue quantity appears in this field. This overissue quantity is moved to the overissue warehouse assigned to the MIR/company. This quantity cannot be changed.
Revise Overissue Qty - If you must revise the overissue quantity, enter the changed value in this field.
Location changes
Location-change logic issues heat numbers as required. A location change is only possible if the MIR is not posted. Right-click in the Ident Code field in the Inventory Issues block to show the Location change shortcut menu.
Clicking Location change opens a window displaying all the items that fulfill these requirements:
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On hand quantity > 0
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Item is not yet placed on the current MIR.
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The ident, unit, and tag number must be the same as the original item.
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The location of the item may not be quarantined (marked as quarantine).
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The warehouse of the item must be assigned to the user.
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The warehouse of the item must be assigned to the reservation run.
Now select the relevant items using the Sel check box, and click Fill in to create a new record with issue qty = 0 on the current issue report.
Updating the Issued Quantity field and then posting the MIR finally replaces/changes the reserved material.
A location change reserves material in addition to the reservation run. This material
will be released after the MIR is posted.