Working with Order Reservation

BGGN-319

Order reservation works as a virtual container that enables you to save multiple sources of supply for a specific group of future demands. This helps you to ensure that supplies are saved for high priority customers.

Order reservation is a concept under Supply allocation order management system which is used for automatically save supplies for anticipated demand by item, location, a period, and a sales channel.

• The allocated quantity on order reservations cannot be updated either in NetSuite or by CSV Import. Allocated quantity is updated only when you save a reservation, create a supply transaction, or run an allocation batch.

• After a reservation is created, it must be approved. After it is approved, the reservation is effective until:
  • Its end date
  • The reservation quantity is fully allocated and fulfilled
  • The reservation is manually closed

• While the reservation is effective:
  • You can set aside inventory and future supplies by allocating them to the order reservation.
  • The reservation allocation strategy determines which sources of supply can be set aside.

To work with the Order reservation, we need to enable the Supply allocation feature.

To enable supply allocation:

1. Go to Setup > Company > Setup Tasks > Enable Features.
2. Click the Items & Inventory subtab.
3. Check the Supply Allocation box.
4. Verify that the Multi-Location Inventory box is checked.
5. To initiate the required data check, click Save.
6. On the Supply Allocation Migration page, click Submit.
7. If necessary, click Refresh to update the status of the data check.
8. After the data check is complete, the system informs you if the check was successful.
   • If the data check is unsuccessful, a message indicates that you need to contact NetSuite Customer Support.
   • If the data check is successful, return to Setup > Company > Setup Tasks > Enable Features. Check the Supply Allocation box on the Items & Inventory subtab and then click Save.

To set demand preferences for supply allocation:

1. Go to Setup > Order Management > Setup Tasks > Supply Allocation.
2. In the Demand Transaction Sorting Options section, select the first, second, and third columns by which to sort demand orders:
   • From the Sort By list, select the first column field by which to sort demand transactions.
   • From the Then By list, select the secondary column field by which to sort demand transactions.
   • If required, from the next Then By list, select a third column field by which to sort demand transactions.
   For example, if you want to sort picking tickets by Transaction Date first, then by Expected Ship Date, select the following:
   • From the Sort By list, select Transaction Date.
   • From the Then By list, select Expected Ship Date.
3. To change the sort order, check the Descending box. The default order is ascending.
4. Under Allocation Timing, To automatically reallocate inventory whenever a demand transaction is created, changed, or deleted, check the Perform Supply Allocation After Transaction Entry, Update or Delete box.To manually reallocate inventory, clear the box.Affected transactions include purchase orders, sales order, transfer orders, and work orders.

To use order reservations:

1. Go to Setup > Accounting > Accounting Preferences.
2. On the Approval Routing subtab, check the Order Reservations box. When the box is clear, the order reservation is automatically approved.
3. Click Save.

To enter an order reservation:

1. Go to Transactions > Order Management > Enter Order Reservation (Administrator).
2. Complete the Primary Information section :The reservation ID field is automatically filled but you can enter a different number.
   1. Enter an order reservation Name.
   2. If it is available, select a Subsidiary.
   3. Select the Item you want to reserve supplies for.
   4. Select the Sales Channel associated with this item.
   5. Select the order reservation Location.The Order Priority is automatically populated based on the priority defined in the selected Sales Channel.
3. Complete the Allocation Details section:
   1. Select an Order Allocation Strategy.
   2. To hold the supply quantity, check the Commitment Firm box.
   3. To define an effective date for the order reservation, enter Start and End Dates.
   4. To display current and future inventory allocated to demand through the reservation, enter the order reservation Transaction Date.
4. Complete the Request Details section:
   1. Enter the Quantity of items you want to reserve.Allocated Demand supply lines display the current and future inventory allocated to demand through the reservation.
   2. Enter the number of Units to be reserved for this order.Allocated Supply demand lines display the quantity that is fulfilled by future supply or current inventory.Quantity Committed displays the current number of units committed to the reservation.
   3. If approval routing is enabled, select an Approval Status.Then select the Next Approver in the order reservation workflow.
   4. Enter the Target Quantity of items you want to reserve.Days Late displays how late receipt date is compared to the order reservation start date.
   5. To close the order reservation without reserving the item, check the Closed box.
5. Click Save.