Boyum - SAP Integration to Reserve Inventory
SAP has the functionality to allocate inventory to specific sales orders when the items are batch or serial controlled. This Boyum add-on provides the means to reserve non-batch or serial controlled inventory. In many instances inventory availability is subject to shortages. This Boyum ‘add-on’ provides the capability to ‘reserve’ inventory for specific sales orders. For instance, you may have 1,000 on hand of an item and 6 open sales orders that require a total quantity of 1,500. You want to allocate this inventory in some manner to keep the bulk of your customers happy, or at least your critical customers.
Definition of 'Available To Sell'
When to Reserve?
Inventory Reserve Setups by Warehouse
Limiting Use of 'Reserve Inventory'
Practical Implementation Options
User Defined TablesUse standard SAP functionality to create the user defined tables. Then use the SAP function to create the User Defined Object' for Reserve Items' - screen shown throughout.
IPT Creates Buttons on UDOUse the Item Placement Tool to create buttons on the UDO for 'Reserve Items'.
Clear Reserves ActionsThe gallery shows the B1 Validation to initiate the 'Clear Reserves' process and all of the associated Universal Functions accessed by clicking the Clear Reserves button.
Show List ActionsThe Show List button is initiated using a B1 Validation and this calls a Universal Function that produces a SQL report.
Auto Reserve Button
Report Reserves Button
Apply Manual Button
Reserve Item FormThese screens detail the checks on the Reserve Item UDO form not related to the buttons.
Scenarios Based on Setup
Option 1‘How to reserve inventory’ will be set to Only Items Identified - meaning there must be a list of items to manage. ‘Timing of Reserves’ will be set to ‘Periodic Processing' and can be run at the discretion of the user.Within this option, some items can be flagged as 'Manually Reserved'. Those would require user intervention to be reserved.
Option 2‘How to reserve inventory’ will be set to Only Items Identified - meaning there must be a list of items to manage. ‘Timing of Reserves’ will be set to ‘Order by Order' - meaning the reserve quantities are allocated as the sales orders are entered.Within this option, some items can be flagged as 'Manually Reserved'. Those would require user intervention to be reserved.
Option 3‘How to reserve inventory’ will be set to 'All'- there does not need to be a list of items to manage. ‘Timing of Reserves’ will be set to Periodic - meaning the reserve quantities are allocated when the user runs a process.Some items are 'excluded' from 'All' items and managed manually.
Option 4‘How to reserve inventory’ will be set to 'All'- there does not need to be a list of items to manage. ‘Timing of Reserves’ will be set to ‘Order by Order' - meaning the reserve quantities are allocated as the sales orders are entered.Some items are 'excluded' from 'All' items and managed manually.
Reserve Process Functions
Clear Reserve ButtonWhen this button is clicked a warning that this proess is ireversible is displayed and the user is asked if they want to continue. A 'Yes' answer will prmpt the user with how much to clear. The options are 'Auto Only' and 'Manual Only'. Regardless of the option chosen, clearing reserves only applis to the warehouse you are currently working with. a. Auto Only – this option only clears reserve quantities that are not manually controlled but ‘automatically’ controlled. b. Manual only – this option provides the means to reset all of the manually controlled item reserve quantities to zero. This would only be used if the ‘manual’ application of reserve quantities needed to be re-done due to changes in priorities (or because someone messed up the reserve quantities).c. All – it means what it says – all items would have their reserve quantities zeroed.
Refresh ButtonAfter making changes to the screen clicking the ‘Refresh’ button will update the screen with the latest values. For instance, if the ‘Clear reserve’ had selected to clear the ‘manual reserves’ then the currently displayed screen would be inaccurate. Clicking the ‘Refresh’ button updates the information on the screen.
Show List ButtonThe information on the Reserve Items screen is displayed in the sequence it was entered. The 'Show list' displays the information in either item sequence or item group, item sequence.
Auto Reserve ButtonThis button is used to automatically calculate the reserve quantity for those inventory items that are not ‘Manually’ assigned. It is 'active' when the timing of reserving inventory is set to 'Periodic', but NOT when set to 'Order by Order'. The user is prompted to select a report by Item or Sales Order. The resulting report versions are shown. The actual processing of the reserve application takes place and then the report (by item or sales order) is presented to the user. Note: the reserve quantities are applied based on the setup function ‘Sort Hierarchy’.
Report ReservesThis button provides the means to display the report of the items / orders with reserved quantities. It is basically the same report(s) as the 'Auto Reserves' result except it does not apply any reserves,. It simply reports reserves. The user is asked whether to display this report in item sequence of sales order sequence. The resulting report versions are shown.
Apply Manual ButtonThis option provides the means to manually apply reserve quantities. When it is pressed the system displays the items that are manually controlled. To apply a quantity, enter the quantity in the applicable ‘row’ in the ‘Reserved Qty this Order’ column and click on the ‘Post’ check box. When you click on the ‘Close’ button the update of the reserved quantities will be applied. Note: if 'All' items is the current option selection then all items would display. If you have thousands of items on sales orders, click the 'X' at the top of the screen to do nothing. Otherwise, click the 'Close' button to update the reserves assigned - it goes through each line item on order.When using the 'Apply Manual' option, the user is presented with every item (in this screen = 1 item), all instances of open orders for this item. The user enters the quantity to 'reserve' for each order and then clicks the 'Close' button to apply these reserve quantities.