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HI All,

I am after your knowledge on setting up Order Types.

We currently use several different Order types depending on if we are making to stock or making to order.

We need to create a new order type, which we have done, but the problem we are facing is that once production is reported and stock receipted in, it is automatically reserving against the customer order.

To create this new order type we duplicated the one with the actions that we wanted and this one did not have the auto reserve occuring. We also checked and all the settings appear to be the same.

Do you know how to alter the functions of the order type to remove the auto reserve that is occuring?

TIA

K

Hi @KellyW_AUS ,

you need an order type with RELEASE_ORDER and PRINT_ORDER_CONFIRMATION events ticked.

So, the reservation will not be done automatically. However, this is valid if the supply code of the customer order line is Invent Order.

 

If you are practicing make to order, I think you would be using the supply code of the order line as “Shop Order”. If it is the case, regardless of the reservation setting in the order type, the produced items from the shop order will auto-reserve to the customer order line once the shop order is received. If you don’t want to do this, I think you can use the supply-code as Invent Order and do the manual pegging when required.

 

Thanks,

Hi Kelly,

 

You can activate checkboxes upto reserve order if you need to stop automatic reservations. If you need to do the rest of the steps manually you can activate the other checkboxes as well so that the system stops after each step awaiting to be manually processed.

 

@KellyW_AUS  Can you attach a screenshot of the order type?

I have duplicated the below order type, but changed the code.

It is used on an order with supply code INT PURCH TRANS. Once production is reported and stock receipted in to the internal PO, the order auto reserves. 

The below HOL order does not Auto Reserve once production is shown, the DIS order type (which was duplicated from HOL) does.

 

Order type applies when the supply code is Invent Order when reserving a customer order line. When it comes to your scenario, the supply code is Inter Purch Trans and in fact it’s the standard functionality that when you are receiving the internal PO, customer order line is automatically reserved. Here you are not delivering the customer order from available inventory, and you are taking the product from internal supplier and then deliver to the customer. Therefore, the receipt is for the CO and it’s getting reserved when receiving the PO.

Hi, 

 

We faced the similar situation in the past with supply code Purchase Trans. In order to resolve, we created a location in IFS where our procurement department used to receive all the inventory which is related to supply code Purchase trans. We developed a database task which used to un-reserve all the material everyday around 6 PM only for that specific location. It helped our procurement and logistics department to complete further shipment process. 

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