This processing is focused on filling Reservations when there is insufficient quantity available at the current document location, by permitting the over-bookings for select sales and rental products, and then either transferring quantity from other locations in the area, or ensuring there is time to acquire the quantity needed through a re-rent or a purchase before the order date.
Note: This feature works best if the Allow Overrides On
Location Quantities For Reservations is NOT activated in the
Company Security Parameters, as it is not
useful if overrides on reservations are always allowed.
The Groups for the relevant products must
also have the Check Availability flag set to Yes.
When there is insufficient quantity to fill a Reservation at the location on the reservation header for the period of the reservation, and the associated Group for the item is included in the Group Max Quantities window, then the following actions and requirements are applied to meet the reservation inventory demand:
An Internal Branch Transfer can then be
generated to move the available products to the reservation
location to fill the over-booking.
The transfers transactions are created by running the Region Reservation Fulfillment utility by Region, either manually or automatically by the
INRF20 job from Automatic Reporting.
A Rank can be assigned to a Location in the Region table, to establish a priority for
fulfillment.
Note: The shipping and receiving of these transfers must be completed manually through the Internal Transfer Console and if the transfer is not completed to make quantities available, the convert reservation to a contract will fail if Allow Overrides On Location Quantities (for a contract) is not activated in the Company Security Parameters.
Over-Booking on a Reservation based on External Acquisition
for Fulfillment:
When there is no quantity available in the area for a Regional
Inventory Transfer, then an over-booking on the Reservation is
still allowed if there is sufficient time to acquire the required
sales or rental product quantity, under the following
conditions:
The Product/Group Bookings Report can be run manually or can be run automatically by the RSRQ10 job from the Automatic Reporting, to identify products or groups that have been overbooked over what is available at the regional level.
Note: When this processing is active for a location, if there is
NO available quantity for the period of the reservation at any
Location within that Branch/Division's Default Inventory
Region, or if the reservation detail 'Start Date' does not
allow for the Lead Time, then the overbooking is not allowed
on products and groups associated with the Groups listed in the
Group Max Quantities window.
Other products that are not associated with the Groups listed in
the Group Max Quantities window, are not affected by this
processing, and so the Allow Overrides On Location Quantities
For Reservations flag in the Company
Security Parameters applies.
But if the Reservation detail Date Out is greater than this day allowance then the "regional availability checking" applies as there is time to complete a transfer-in of the product if it is available within the Region and so the over-booking is allowed and a transfer will be generated.
Note: Regardless of the Detail Date Out, Inventory
transfers will not be created for Reservations with a Header
Date Out older than the Auto Purge Days defined in
the Company Reservation Parameters.
This is a precaution to prevent transfers from being created for
reservations that have expired, but the Daily Close has not yet
been run to complete the purge.
If this field is left blank, the day count will use zero so the Region Reservation Fulfillment utility will only look at items out today or older.
If the Region Reservation Fulfillment feature is not activated, leave this field blank if this document Division is not associated with an 'Inventory' Region, or enter the default Inventory Region to apply in the Inventory search window on counter documents for this division, or select a region from the drop-down list as setup in the Regions table for inventory.
Note: A Default Customer Region to apply in the 'Customer Search' screens can be defined for this division in the Divisions.
Set the Lead Time in days to limit the over-bookings on Reservations for this division of products in a specific set of Groups defined in the Regional Reservation Group Max Quantities window, so that overbookings up to a pre-defined quantity are only allowed if the Reservation start date is outside the Lead Time.
Note: The Lead Time is not related to the Regional Inventory Transfer feature.
The prompts to setup the Regional Reservation Group Max Quantities values are:
Other products that are not associated with the Groups listed in this table, are not affected by this Regional Reservation Fulfillment processing, and so the Allow Overrides On Location Quantities For Reservations flag in the Company Security Parameters applies to over-booking situations.
A warning is only generated on the Reservation detail if the operator attempts to overbook the maximum number of units, otherwise the reservation detail overbooks the exceeded location quantity automatically from other stores in the region.
ACTIONS:
Additional actions provided by buttons on
the Regional Reservation Group Max Quantities screen
include:
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