Make Reservation from Stock - Intergraph Smart Production - Help

Intergraph Smart Production Inventory

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Intergraph Smart Production
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Help
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20

The purpose of this view is to reserve material from stock for material reservation requests. The reservation request window contains for reservations in the tool bar. After selection the user interface changes to make it possible to reserve material from stock.

In the Reservation request - Make Reservation view are the following components in the user interface to enable material reservation:

The list on the top shows reservation requests for which the user should reserve material from stock.

On the bottom, there are two lists which the user can use to make material reservations from storage. The list on the left contains unreserved material and the user should move preferred materials for material reservation to the list on the right. Materials can be moved between the left (unreserved) and right (reserved) lists using the arrow buttons between the lists.

The top list can be filtered with the selection combo box to show reservation requests in different statuses. The list can be further filtered with the search tool.

When you select the material to reserve and provide the required values, you must select the right arrow between the lower lists that registers the reservation into the system. The status of the request is updated (Reservation status, reserved m2, reserved count and so on) and the reservations on the lower right also gets updated.

The owner of the material is handled the following way in reservations:

If the request is for customer material, the tab pages are showing free customer material in storage.

If the request is not for customer material and the customer of the customer order has material in stock, you can reserve customer material but can also reserve own material. If customer material is reserved and project is ended, reservations are taken away but material stays in stock. It is thus possible to make new reservations for the customer material for customers new project.

Status of the reservation request will be changed when the reserved amount of material (reserved through reservation or purchase need) equals or exceeds the requested amount (in square meters or length for the profiles).

Remnants are stored with a special article number like specials, which differs from the standard material article number. The geometry of remnants can be visualized with the Show Remnant on the tool bar.

To remove the reservation, select the reservation line from the lower-right list and click left arrow button. The request is updated and all the lists on the screen are refreshed. The reservation can only be removed if the Used status of the material is Blank (material has not proceeded in the usage process).

If the requested amount is changed, the status of the request is updated to indicate possible need for making more reservations or purchase needs or to remove reservations or purchase needs. It is up to you to take care of the actual change on reservations in this case. If needed, you can later change the reservation in the Reservation window.

On the lower left list, there are four tabs:

Articles

The default is to show only articles with same thickness and quality as the reservation request. Using the status combo box for the Articles list, you can change the criteria making it possible to reserve an article which has different thickness or quality than the reservation request.

When you select an article, the Count option between the lower list shows the count of plates still to be reserved for the request (count in the top list minus count reserved) as default. You can change the count if you want to make a purchase need for the rest of the amount.

The width and length fields are disabled because you cannot change the size of a standard material product.

Specials

Shows the free special articles with the plate mark in stock.

Default is to show only specials with the same thickness and quality as the reservation request.

Using the status combo box for the Specials list, you can change the criteria making it possible to reserve a special article with different thickness or quality.

When you select a special, the Count option between the lower lists gets a value of 1 (each special is an individual).

The width and length fields are disabled.

Raw materials

Shows the free stock plates

Default is to show only plates with the thickness and quality of the reservation request.

Using the status combo box for the Raw materials list, you can change the criteria making it possible to reserve a plate with different thickness or quality.

The width and length fields are disabled.

Remnants

Shows the free remnants in stock.

Default is to show only remnants with the thickness and quality of the reservation request.

Using the status combo box for the Remnants list, you can change the criteria making it possible to reserve a different kind of remnant than was requested

When you select a remnant, the Count field between the lower list gets a value of 1 (each remnant is an individual).

The width and length fields are disabled.