Item Reservations

Item Reservations

PrintVis enables users to create official item reservations for materials needed for jobs, as well as replacements for those materials. This functionality is available on the

Material Requirements

Material Requirements page, which displays two lists: - The top list: Material requirements for the job. - The bottom list: Item reservation entries for the selected item (reservations appear as negative numbers).

Tip: It is recommended to create a custom view for "Paper Requirements" to filter the list to items with an Item Type of Paper.

Key Fields

Field	Description
Quantity	The quantity estimated for the job.
Quantity Needed	Estimated quantity minus reserved and consumed quantity (never goes below 0).
Reserved Quantity	Base quantity of the item reserved.
PV Reserved Quantity	Quantity reserved based on reservation factor.
Open Qty From POs	Quantity on open purchase orders yet to be received.

Creating the Reservations

There are two ways to create manual item reservations from the material requirements list:

Reserve Exact Item and Amount from Cost Center Location

• Highlight the material requirement line.

• Click the Reserve button to display item details and ledger entries.

• Highlight the item ledger entry to use for the reservation and click Process → Reserve from Current Line.

• The reserved quantity will be updated on the Item Ledger Entry.

Reserve Different Item, Different Amount, or Item from a Different Location

• Highlight the material requirement line.

• Click the Item Replacement button.

• Update the filters and select an item from the list.
• Update the quantity, location, and reservation factor (if needed).

• Click Reserve, then Reserve from Current Line.

Example: If reserving item PS-023 with a factor of 2, reserving 252 units of PS-023 will display a PV Reserved Quantity of 504 units.

Purchase Order

Setup or Item Card

The Reserve field on the item card determines whether PrintVis creates reservations automatically on Purchase Orders:

• Never: No automatic reservations are created.
• Optional (default): No automatic reservations, but items can be reserved via the material requirements page.
• Always: Automatic reservations are created when a PO is received, and a PV Order number is assigned.

Automatic Reservations on Purchase Orders

When a purchase order is received with a PV Order number, PrintVis reserves the required quantities for that order until the quantity on the PO is exhausted. This occurs only when the item's Reserve policy is set to Always.

Item List

A new field called Reserved Qty on Inventory shows the total quantity reserved for each item. Clicking the number shows all reservation entries for that item.

Job Material Movement/Pick

This process pulls in all needed materials based on filter settings, including replacement reservation items.

Key Fields

Field	Description
Inventory	Total current inventory of the item. Clicking the number shows item ledger entries.
Quantity Reserved	Quantity reserved for the order. Clicking the number shows reservation entries.
Quantity Reserved Others	Quantity reserved for other orders. Clicking the number shows those reservations.

Job Costing Journal

Field	Description
Quantity Reserved	Quantity reserved for the order and item.
Quantity Reserved Others	Quantity reserved for all other orders for that item.

Material Consumption

Material consumption through the Job Costing Journal and Consume Material Shop Floor pages remains unchanged, but checks are made in the background:

1. Reservation Check: If there are reservations for the item/order, they are reduced first.
2. Reduce Reservation: Reservation quantity is reduced until it reaches 0.
3. No Reservation: If no reservation exists, material is consumed normally.
4. Quantity Needed: The "Quantity Needed" field is reduced but never goes below 0.

Examples:

Example 1: - Job calls for 8,000 of item X. - Reserved Qty is 2,000. - Quantity Needed is 6,000. - Inventory is 10,000. - User posts 2,100. - Reserved Qty is reduced to 0. - Quantity Needed is reduced to 5,900.

Example 2: - Job calls for 8,000 of item X. - Reserved Qty is 2,000. - Quantity Needed is 6,000. - Inventory is 10,000. - User posts 8,500. - Reserved Qty goes to 0. - Quantity Needed goes to 0 (value never goes negative). - Inventory is reduced to 1,500. - Both Reserved and Quantity Needed on the material requirements page are reduced to 0.