CARL Source
Reservation
Inventory > Reservation

A reservation consists in blocking a quantity of an item in anticipation of a work order.
A reservation must therefore be declared in a Work order, indicating the warehouse in which the item is reserved; see Work order [Completed] [Supply].
The reservation only goes into effect if the work order is validated.

Withdrawals of the item that could result in the quantity in inventory dropping below the reserved quantity are only authorized if the "Reservation check" check box is not checked for the item (see Item [General]).

The [Reservation] function is used to display all current item reservations, but it cannot modify or delete them.

 

Viewing reservations

  1. In the [Inventory] module, select the [Reservation] function.
    → The list of reservations is displayed.

  2. Select the [Criteria] tab, enter the search criteria (on the item, work order or warehouse) and click on the [Results] tab.
    → The list of reservations corresponding to your criteria is displayed; see Reservation [Results].
You can also view the reservation history of an item from its sheet; see About items.

Example - Special case
On a work order, add 3 reservations to the same item:

Line No. Item Store Quantity Reservation date
1 BEARING MAG1 1 05/01/2020
2 BEARING MAG1 3 07/01/2020
3 BEARING MAG1 7 10/01/2020

When consuming the item, I select the reservation from line 1, and I consume a quantity of 5.
Reservations are then taken in the reservation date order.

→ Consequently, one reservation line will remain (line 3) on the work order with a quantity of 6.