01What it is
A reservation earmarks material from one location for a project. Physical stock does not change, but the available quantity drops at once.
When the project’s site has a base, you reserve only in its warehouse, and never more than is available. The warehouse is suggested automatically.
Issuing takes the material out of stock as used on the project. Releasing returns it to the available pool. An issued or released reservation stays on the list as history.
- STOCK UNCHANGED
- A reservation lowers the available quantity, not physical stock.
- PROJECT WAREHOUSE
- You reserve in the warehouse of the site’s base.
- NOT COVERED
- Available below zero is visible at once.
02What it is for
Material waits for the crew
Reserved material is not available for another project.
Issue to site
One click takes the material out of stock and assigns it to the project.
Shortages before installation
The Not covered tile counts reservations without cover in stock.
Honest stock
Stock levels show what is available after reservations.
03Main options
The screen has a list of reservations with tiles, the new reservation window and the issue and release actions.
Material, project, location and available
Tiles: all reservations, reserved, not covered and issued.
- Columns: product with quantity, project, location, physical stock, reserved, available, status
- Filters: warehouse, status and project; search by material and project
- Row preview with the note and a link to the project record
Product, project, warehouse and quantity
A window opened from the screen menu.
- Project from the list of projects in progress
- Location suggested from the base of the project’s site
- Quantity no greater than available in that location, notes
Material goes out or back to the pool
The row menu of a reservation with the Reserved status.
- Issue reserved material: a Used on project movement and the Issued status
- Release reservation: the material returns to available stock, status Released
- Issued and released reservations stay on the list as history
04Tasks step by step
- STEP 1Open Modules › Materials and equipment › Material reservations and choose New reservation.
- STEP 2Choose the product and the project. The location is suggested from the base of the site.
- STEP 3Enter the quantity and save.
- STEP 1Find the reservation with the Reserved status.
- STEP 2In the row menu choose Issue reserved material.
- STEP 3The material leaves stock and goes to the project.
- STEP 1When the material is not needed, choose Release reservation in the row menu.
- STEP 2The quantity returns to available stock in that location.
05Actions
The most common tasks for reservations.
New reservation
Material earmarked for a project.
Issue
Material leaves stock for the project.
Release
Material returns to the available pool.
Project filter
All reservations of one project.
06What it connects to
Choose a module to see how reservations affect stock and projects.
Stock levels
Reservations lower the available quantity in stock levels.
Go to the topicStock levelsSites
The reservation warehouse is the base of the project’s site.
Go to the topicSitesSurplus
Surplus is calculated after deducting reservations.
Go to the topicSurplusRequirements
What cannot be reserved, you report as a requirement.
Go to the topicRequirements