Reserve Materials - Intergraph Smart Materials - 10.2 - Training - Hexagon

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Smart Materials/Smart Reference Data Version
10.2

Purpose

This section explains how to reserve materials based on the forecast run results.

Exercise

  1. Open the Forecast / Reservation Overview screen from the Home > Site > Construction Planning > Forecast / Reservation Overview.

  2. Click the hyperlink of forecast job FR-VA-001 forecast run, to open the forecast job in Create Forecast Run screen.

  3. Click Create RR.

    A reservation run with the same settings as defined for the selected forecast run is created.

  4. Click OK to acknowledge the message.

  5. Click Forecast / Reservation Overview in the Navigation Bar, to navigate to the Overview screen.

  6. Click the hyperlink of Reservation job FR-VA-001 in the Forecast / Reservation Code field, to open the Reservation job in Create Reservation Run screen.

  7. Click Start to launch the reservation run.

    The job status changes to RESERVED when the run is successful.

  8. Click the Reserved Nodes button.

  9. Select the check box against the BOM node in the BOM Path field.

  10. Click List Positions button, to open the Reserved Positions screen.

  11. Scroll to the BOM Quantities column group to check the BOM position quantities.

  12. Scroll to the Reserved Quantities column group to check the quantities calculated by the Reservation Run.

  13. Click the Hyperlink of Pos field, to open the Position Attributes screen. The Inventory Items and List Position Properties corresponding to the selected List Position are displayed.

  14. Click Reserved Positions in the Navigation Bar, to navigate back to the Reserved Positions. Repeat steps 13 to 14 for other BOM Positions.

  15. Click Reserved Nodes in the Navigation Bar, to navigate to the Reserved Nodes screen. Repeat steps 9 to 16 for the other BOM nodes.

  16. Click ‘Site’ in the Navigation bar, to navigate to the Site Menu.