Issue - Reserve

If clicked, opens the Edit Part form, which is used to add Parts to the issue/reserve list.

• The security setting "Inventory -- issue new items" controls access to this option.
• This button is also used when adding ad hoc items to Inter-Company Transfers.

If clicked, opens the Edit Part form, which is used to substitute the highlighted Part for another Part, modify issue quantities, and select specific lots.

If clicked, opens the detail for the record selected in the "Job Number/Master Lot/Sales Order" field.

• Not available when "Type" is set to "Floor".

If clicked, opens the Select a Master Lot form, which displays the current Master Lots in inventory for the selected Facility.

• If a Master Lot is selected here, it will populate the Issue/Reserve form allowing users to issue all items in the Master Lot simultaneously.
• Unavailable when using Job Type of "Planning".

If clicked, opens the Select a Container form, which displays all Containers in inventory.

• If a Container is selected here, it will populate the Issue/Reserve form allowing users to issue all items in the Container simultaneously. If items in the Container are not listed on the sales order and those items are issued, a new line for that item will be added to the sales order after the issuing process.
• All fields in the Containers table (cr_*) can be added to the Issue/Reserve form. The cr_contnum field is useful to identify the Container number being issued to jobs or sales orders.

If clicked, zeroes the amount in the "To Issue" column for all Parts listed.

If clicked, generates an Inventory Reporting "Lot Summary - Attributes" report, which lists the information for inventory previously issued to the selected Job.

If clicked, generates an Inventory Reporting Lot Summary report, which lists the information for inventory previously staged to the selected Job.

• Added in version 17.02.012.

• Note that inventory lots summed as a result of the "Summarize Lots When Viewing Issued Materials" system option will not apply to the "View Staged" button.

• The Inventory Lot Summary report grid (invlot) contains a new variable/column called "Iteration" to display the staging iteration (st_stagcnt) for the stagged lot.

Enabled or disabled based on the users access to that security. If clicked, opens the Optimize Lots form, which allows users to choose a method to optimize the lot choosing process. Options are Cost, Expiration Date, Lot Date, and Location Priority.

• If selecting the Location Priority option, the system will optimize lots by finding the first expiring lot for each part in each Location, beginning with the Location that has the lowest "Location Sequence" value. Note that Locations are based on the Facility specified on the Issue/Reserve form. A value must be defined in the "Location Sequence" field of Location master records in order to use this feature.
• This button may also be used in conjunction with the Bills Of Material Constraints tab to further optimize lot selection. When using this option and clicking the "Continue" button, the system will display an optimization preview form that displays the constraints so the user can see what the optimization feature is planning to do. At this point, the user can continue the optimization functionality, or exit back to the Issue / Reserve form to perform normal issuing.
• BOM lines which have 0 per quantity values are not gathered and displayed when using the Optimize feature.
• The optimization preview will display the prior QC values for the selected revisions given constraints.

• This button may be used when reserving to sales orders beginning in version 15.3.

Only enabled when "Type" is set to "Sale". When clicked, a shipping form will be opened with all lots that have already been selected on the Issue form. The user can then click the "Ship" button on this form which will perform the shipping action and close relevant forms.

• If this form is closed before "Ship" is clicked, changes will not be saved and the user will return to the Issue form.
• The security setting "Sales orders -- ship" must be enabled for the user to have access to this Ship Order button. This can be set in Edit User Access.

Displays the date that will be used to mark the inventory as "Issued".

• Defaults to today’s date.

Pick list used to select the type of inventory to view in the grid. Options are:

• Floor
• Job
• Master Lot
• Sale
• Staging - Job
• Staging - Sale

Notes:

1. The "Staging - Job" and "Staging - Sale" options are useful in situations where customers want a two-step staging process. For example, in step one a user stages directly to a Job. In step two a user dumps what is staged to the actual machine and the user should be forced to scan what is dumped in. That way, the system will prompt if more or less quantity is issued, if the wrong Part Number is scanned, if an item is missing, etc. Once the process is complete for the Job selected, users will be able to final stage only the lots that were previously staged.
2. The default setting can be set on the Job Category, Production > Options, or (beginning in version 17.04.006) at the User Group level. The system will use the following hierarchy to set the default in this field:
   • The "Issue Type" field on the User Group
   • Then the "Issue Type" field on Job Categories
   • The "Issue Type" field in Production > Options

Search field used to select a specific Job Number, Master Lot, or Sales Order, depending on the "Type" pick list selection.

• Displays as "Job Number" when "Type" is set to "Floor", "Job", and "Staging - Job".
• Displays as "Master Lot" when "Type" is set to "Master Lot". The only Master Lots displayed are those that have inventory in a type of "Inventory", "Quarantine" (assuming the user has "Inventory -- issue/reserve from quarantine" security set to Yes), and "Staging".
• Displays as "Sales Order" when "Type" is set to "Sale" and "Staging - Sale".

Search field which displays the Facility of the Sales Order or Job selected or allows the user to select a Facility to which items will be issued when "Type" is set to "Floor" or "Master Lot".

Search field used to select the Location Type to which inventory will be issued. Defaults to the Location Type set as default for the Facility on the order selected. The Location Types available for selection depend on the selection made in the "Inventory" field.

• If the Inventory field is set to Facility, only Location Types for the Facility on the order will be displayed.
• If the Inventory field is set to Facility Group, only Location Types within Facilities that belong to the Facility Group of the Facility on the order will be displayed.
• If the Inventory field is set to All, all Location Types in the system will be displayed.

The ability to specify Location Types and Locations across all Facilities or within a specific Facility Group is used in connection with the Staging Across Facilities feature.

Search field used to select the Location to which inventory will be issued. Defaults to the Location set as the default for the Location Type selected.

• The Locations available for selection depend on the Location Type selected above. Once a Location Type has been selected, all Locations assigned to that Location Type will be displayed.

Search field used to select the Master Lot to which inventory will be issued.

• Material currently contained in a Master Lot may be issued directly to a Job without having to be de-issued from the Master Lot.
• Material may be issued to both a Job and Master Lot at once via this field.
• Unavailable when using Job Type of "Planning".

Only available when "Type" is set to "Staging - Job" or "Staging - Sale" and the user has the "Inventory -- Stage inventory across facilities" security set to "Yes". Pick list used to determine which lots are available to issue / reserve. The selection made in this field also determines which Location Types and New Locations can be chosen on the form. Supports the Staging Across Facilities feature in Deacom. Options are:

• All - Displays all lots.
• Facility - Displays lots in the same Facility as selected on the Job/Sales Order. This is the default selection.
• Facility Group - Displays lots in the same Facility Group as the Facility selected on the Job/Sales Order.

When a new option is selected, the system refreshes the "On Hand" and "Short" quantities of each line to reflect the actual quantity. If a user is restricted to a Facility, the All and Facility Group options will not be displayed. If a user is restricted to a Facility Group, the All option will not be displayed.

If checked, physical copies of pick lists will print.

• The "Include Master Lots In Picklists" field is available via Inventory Options. If checked, the system will allow inventory issued to Master Lots to be included and available for selection when printing the pick list.
• Not available when "Type" is set to "Master Lot".
• When the "Type" is set to "Staging - Job" or "Staging - Sale", only the final staging list will be printed.
• Unavailable when using Job Type of "Planning".

If checked, Part Number and quantities for items that were previously issued will be printed on the pick list.

• Unavailable when using Job Type of "Planning".

If checked, labels will be printed for all issued lots. The default selection for this flag is set via the "Print Label by Default" flag in Sales Options and Production Options.

• Displays as "Print Labels" when "Type" is set to "Floor" or "Master Lots".
• Displays as "Print Lot Labels" when "Type" is set to "Job" or "Staging - Job".
• Displays as "Print SO Labels" when "Type" is set to "Sale" or "Staging - Sale".

If checked, allows the selected documents to be printed, but does not actually issue or reserve the inventory.

• Not available when "Type" is set to "Master Lot".
• Unavailable when using Job Type of "Planning".

If checked, inventory will be kept in the current Location instead of being placed in the "New Location" specified.

• The default selection for this flag is set via the "Retain Location on Issue / Reserve Form" flag in Inventory Options.
• Not available when "Type" is set to "Master Lot" or the "Create Master Lot" box is checked.
• Unavailable, and set to True, when using Job Type of "Planning".

If checked, a Master Lot containing the material will be created then the Master Lot will be issued to the Job selected.

• Not available when "Type" is set to "Master Lot" or if the "Docs Only - Do Not Issue" flag is checked.
• The "Master Lot # Generation" and "Master Lot Expression" fields, in the Inventory Options, determines how Master Lot numbers will be generated or entered in the system.
• Unavailable when using Job Type of "Planning".

If checked, a Master Lot Label will print at the conclusion of the issuing process.

• If the "Print Lot Labels" flag is also checked, both individual Lot labels and Master Lot labels will print.
• Only available when the "Create Master Lot" flag is checked or the "To Master Lot" is filled in.

Displays the part number that will be reserved to the sales order or issued to the job.

• BOM Lines contain a "QC To Continue" field, that if populated with a QC Test, requires the test be performed before items on subsequent BOM lines will be displayed on the Issue/Reserve form when issuing to jobs.
• If the "Show Lines With Zero Left to Reserve" flag is checked in Sales Options, items with zero quantity to reserve will still be displayed and can be adjusted.

The part number description.

Displays the item's stock unit of measure.

If a substitute part is selected on the Edit Part form, it will be displayed here.

Displays either "System" or "Lot Required."

• If the display is "System," users are not required to select a specific lot number.
• If the display is "Lot Required," users will be required to select a specific lot via the Apply Inventory form.

The quantity of this part that is currently is on hand.

• If the Picking Unit of Measure is set on a sales order line, the on hand quantity in this field will be displayed in the picking unit for the corresponding line.

The quantity that must be issued to satisfy the order requirements.

• If the Picking Unit of Measure is set on a sales order line, the required quantity will be displayed in the picking unit for the corresponding line.

Displays the short quantity for the selected item number.

• If the Picking Unit of Measure is set on a sales order line, the short quantity will be displayed in the picking unit for the corresponding line.

If clicked, displays the Apply Inventory form allowing users to select specific lot(s). 

Search field used to select a Part. Only stocked items may be issued/reserved to Jobs/Sales Orders.

Displays the Part Description as defined on the Item Master.

Search field used to select a Part to issue/reserve as a substitute to the original Part listed on the Job/Sales Order. 

The list of substitutes parts displayed depends on the Substitution Type setting on the Substitute Part form on the Item Master record.

• If the type field on the issue/reserve form is set to "Staging - Job" or "Job," the searchbox will only contain items whose Substitution Type is set to "All" or "Job,"
• If the type field on the issue/reserve form is set to "Staging - Sale" or "Sale," the searchbox will only contain items whose Substitution Type is set to "All" or "Sale."
• If the type field on the issue/reserve form is set to "Master Lot" or "Floor," the searchbox will contain any items setup as substitutes regardless of their Substitution Type setting.

Notes:

1. The security settings "Inventory -- Issue Substitutions" and "Inventory -- Reserve Substitutions" are available to restrict users substitution ability.
2. Beginning in version 16.02.095 users can substitute one item within a kitted part when reserving inventory or direct shipping and the system will still allow the other pieces of the kitted part of be reserved normally.
3. The "Type" column (beginning in version 17.04) in this search box will display the original for this substitution. In addition, the search box will gather parts for the Part Number and include all parts that meet the new requirements. BOM and item substitutes will both be pulled in.

Displays the User Lot for selected item.

• "System" indicates Deacom will pick the oldest lot in inventory unless otherwise specified by the user.
• "Lot required" indicates a lot must be selected via the "Select Lots" button.

The amount of inventory currently on hand for the selected Part in the selected Facility.

• If the Picking Unit of Measure is set on a sales order line, the on hand quantity will be displayed in the picking unit for the corresponding line.
• The system will automatically convert the quantity in this field (beginning in version 17.04.003) to the stock unit of measure for the substitute part. Specifically, the system applies the substitute factor (su_factor) and then converts to the requirement to the stock unit of the of the substitute part. Supports scenarios where companies need to stock substitutes in different units of measure than the original part. For catch weight items the system will use the value in the item unit weight (pr_unitwgt) in conversions of unit type.

Indicates the amount required to fulfill the order when "Type" is set to "Job" or "Sale".

• If the Picking Unit of Measure is set on a sales order line, the required quantity will be displayed in the picking unit for the corresponding line.
• The system will automatically convert the quantity in this field (beginning in version 17.04.003) to the stock unit of measure for the substitute part. Specifically, the system applies the substitute factor (su_factor) and then converts to the requirement to the stock unit of the of the substitute part. Supports scenarios where companies need to stock substitutes in different units of measure than the original part. For catch weight items the system will use the value in the item unit weight (pr_unitwgt) in conversions of unit type.

Indicates the actual amount to be issued/reserved.

• The default amount is determined via the "Default Issue Quantity" selection in Production Options, or the "Default Issue Quantity" on the Facility record first, prior to evaluating the Production Options field.
• If a value is entered in the "Issue Increment/Increment Expression" field on the Edit BOM Line form, or the Custom BOM Line form, the increment specified, and not the full required quantity for the item, will be displayed in this field.
• If the Picking Unit of Measure is set on a sales order line, the to issue quantity will be displayed in the picking unit for the corresponding line.
• The system will automatically convert the quantity in this field (beginning in version 17.04.003) to the stock unit of measure for the substitute part. Specifically, the system applies the substitute factor (su_factor) and then converts to the requirement to the stock unit of the of the substitute part. Supports scenarios where companies need to stock substitutes in different units of measure than the original part. For catch weight items the system will use the value in the item unit weight (pr_unitwgt) in conversions of unit type.

Memo field used to store details regarding the changes or selections made on this form.