What is the specific business case

Design details: item tracking and reservations

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The simultaneous use of reservation and specific item tracking is rare, as both create a link between stock and demand. Except in situations where a customer or a production planner requests a specific batch, it rarely makes sense to reserve inventory items that already have item tracking numbers for specific applications. Although it is possible to reserve items that require specific item tracking, special functionality is required to avoid availability conflicts between order processors requesting the same item tracked items.

The concept of late binding ensures that a non-specific reservation of a serial number or batch number remains loosely connected until it is posted. At the time of booking, the reservation system can change non-specific reservations to ensure that fixed settlement is possible based on the serial or batch number that was actually picked. Meanwhile, the serial or lot number is provided for specific reservations in other receipts that require specific serial or lot numbers.

A non-specific reservation is one in which the user is not interested in which particular item is picked, and a specific reservation is one in which the user is interested.

Note

The late binding functionality only applies to items that have been set up with specific item tracking, and only to reservations against inventory, not against incoming procurement orders.

The reservation of item tracking numbers falls into two categories, as shown in the following table.

reservationDescription
SelectedYou select a specific serial or batch number when you reserve the inventory item from a requirement, such as a sales order.

This represents a normal reservation. This is a fixed link between supply and demand, which both contain serial or batch numbers. Note The requirement bears serial or batch numbers.

For example, you want to reserve a can of blue paint from batch A as the customer requests it. A can of blue paint from batch A is delivered to the customer.
UnspecificYou cannot select a specific serial or batch number when you reserve the inventory item from a requirement, such as a sales order.

This is a status imposed on a reservation item for serial or lot numbers that are not specifically selected. Note: The requirement has no serial or batch numbers.

For example, you might want to reserve a can of blue paint from a batch for your sales order. A can of blue paint of a random serial or batch number is delivered to the customer.

The main difference between specific and non-specific reservation is defined by the presence of serial or batch numbers on the requirements page, as shown in the following table.

Typestockrequirement
SelectedSerial or batch numberSerial or batch number
UnspecificSerial or batch numberNo serial or batch number.

When you reserve inventory levels from an outbound receipt for an item that has item tracking numbers associated with it and is set up for specific item tracking, the page guides you reservation through different workflows according to your needs for a serial or batch number.

Specific reservation

If you Reservations From the Activate outgoing receipt line, a dialog box appears in which you are asked whether you want to reserve certain serial or batch numbers. If you Yes If you select, a list is displayed with all serial or batch numbers that are assigned to the document line. The page reservation opens after you select one of the serial or lot numbers and you can then typically make a reservation under the selected serial or lot numbers.

If any of the special item tracking numbers you are trying to reserve are included in the non-specific reservations, a message will inform you at the bottom of the page Reservation- Page on how much of the total reserved amount is kept in non-specific reservations and whether these amounts are still available.

Unspecific reservations

If you No in the dialog box, the page reservation opens and allows you to reserve under any serial or batch number in inventory.

Due to the structure of the reservation system, if you set a non-specific reservation for an item with item tracking, the system must select certain item items against which reservations can be made. Because the item entries contain the item tracking numbers, the reservation indirectly reserves certain serial or lot numbers, although this is not desired. To handle this situation, the reservation system tries to regroup non-specific reservation items prior to posting.

The application actually still reserves for certain items, but then it uses a regrouping mechanism as soon as there is a special need for the lot or serial number in the non-specific reservation. This might be the case when you are posting a demand transaction such as a sales order, FO consumption journal, or transfer order for a serial or lot number, or when you are trying to specifically reserve the serial or lot number. The application regroups the reservations to make the lot or serial number available for the need or the specific reservation, thereby placing a different lot or serial number in the non-specific reservation. If there is insufficient stock, the system will regroup as much as possible and you will receive an availability error if the stock is still insufficient at the time of posting.

Note

In a non-specific reservation, the lot number or serial number field in the reservation line that references the demand like sales is blank.

Regrouping

If a user posts an outbound receipt after picking the wrong serial or lot number, other non-specific reservations will be regrouped to reflect the current serial or lot number that was picked. This satisfies the booking module with a fixed balance between supply and demand.

For all supported business scenarios, regrouping is only possible with positive item entries that contain reservation and serial or batch numbers, but with no specified serial or batch numbers on the demand side.

Supported business scenarios

The late binding functionality supports the following business scenarios:

  • Entry of a specific serial or batch number on an outgoing receipt with unspecific reservation of an incorrect serial or batch number.
  • How to reserve a specific serial or batch number.
  • Posting an outgoing receipt with unspecific reservation of a serial or batch number.

Entry of serial or batch numbers on an outgoing receipt with an incorrect unspecific reservation

This is the most common of the three supported scenarios. In this case, the late binding function ensures that a user can enter a serial or batch number that has actually been picked on an outgoing receipt that already has a non-specific reservation of another serial or batch number.

For example, the need arises when a processor has first made a non-specific reservation of a serial or batch number. After the item has actually been removed from the warehouse, the picked serial or batch number must be entered on the order before it is posted. The non-specific reservation is regrouped at posting time to ensure that the picked serial or batch number can be entered without losing the reservation and to ensure that the picked serial or batch number can be fully cleared and posted.

How to reserve a specific serial or batch number

In this scenario, the late binding feature ensures that a user trying to reserve a particular serial or lot number that is currently reserved unspecifically can do so. A non-specific reservation will be regrouped at the time of reservation to release the serial or lot number for the specific request.

The regrouping is automatic, but the embedded help is at the bottom of the page reservation appears and shows the following text:

XX of the total reserved quantity are unspecific and possibly available.

It also shows the field Unspecific reserved amount how many reservation items are unspecific. By default, this field is not visible to users.

Posting an outgoing receipt with unspecific reservation of a serial or batch number.

This business scenario is supported by the late binding functionality, which enables fixed clearing and outbound posting of what is actually picked by regrouping another non-specific reservation of a serial or batch number. If the regrouping is not possible, the following standard error message is displayed when the user tries to post the delivery:

Article XX cannot be fully balanced.

See also

Design details: Item tracking