The Part Reserves frame is a query frame that allows you to search for and view all parts at your location that are on reserve and the entity for which they are reserved. Parts can be put on reserve by using the purchase ordering process or the transfer request process.
You can enter the selection criteria for your query using any combination of the available fields:
Part Status
Status Date From and Status Date To
Reserves (ALL, OUTSTANDING)
Reserved For
Part Number
Dropdown values for Part Status are:
ALL - Displays all the parts.
APPROVED - The displayed parts are on approved part requisitions.
COMPLETE - Indicates the parts which have no outstanding receipts. For example, if it's a part from a PO and you've received all of the parts requested on the PO but not issued them, then the part status will be Complete, but the part reserve itself is still Outstanding because they haven't been issued.
ORDERED - A purchase order has been generated for the reserved part.
PARTIAL - The full quantity of the reserved part has not been received.
REJECTED - The transfer request for the displayed part has been denied, rejected or deleted.
REQUEST - The displayed parts have been requested via a transfer request or a part requisition.
DELETED - The displayed parts have been requested via a part transfer and the shipping location has deleted that transfer.
IN-TRANSIT - The displayed parts have been shipped to the requesting location, but not yet received by the requesting location.
SHORT - The displayed parts have been shipped but not the total amount requested.
Dropdown values for Reserved For are:
After you have entered your selection criteria, select the Retrieve button to run the query and display your results on the Part Reserves Details i-frame.
You can change outstanding part reserves based on the Reserved Type in the Reserved For column. You can change the Reserved Type and its corresponding work order, unit, account information. When finished, select the SAVE button at the top of the frame.
1340 - Forbid part issues directly to units and departments? (Y/N) - If set to Yes, parts cannot be issued on receipt to either units or departments, and must be put into reserves.
5030 - Only Allow the Issue Parts to Work Order and Units? (Y/N) - If set to 'Y', users can only issue parts to Work Orders and Units and not Departments or Direct/Indirect Accounts.
If module flag 5030 is set to N, and
if module flag 1340 is set to N, then parts can be issued to Work Order, Unit Number, Direct Account, Indirect Account and Department.
if module flag 1340 is set to Y, then parts can be issued to Work Order, Direct Account and Indirect Account.
If module flag 5030 is set to Y, and
if module flag 1340 is set to N, then parts can be issued to Work Order and Unit Number.
if module flag 1340 is set to Y, then parts can be issued to Work Order only.
For more details see the Inventory Application User Training Guide.
Last Updated: 05/14/2019
NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.
Additional training and technical documents on this subject may be available in the Resource Files area.