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  • Subject: RE: Reserving Stock
  • From: Dan Thomas <DThomas@xxxxxxxxxxx>
  • Date: Fri, 30 Jun 2000 10:28:35 -0400

The reason I don't recommend the freeze method for businesses with lot
control is you tie up a specific lot# and screw up your normal lot rotation.
Our scenario is reserving a large percent of the available inventory for a
significant portion of time.  Secondly, we want Customer Service people to
be able to reserve and un-reserve inventory, whereas we are required by
regulations to have very strict control over freezing and unfreezing
inventory and only allow those functions by our Inventory Control
specialist.  Finally, it's much easier to do queries and reports against
allocated/reserved inventory for orders that are a quote versus reserved
inventory that is frozen because it is reserved.  There is no "master"
record that contains the reason something was frozen, you would have to
deduce this from reviewing stock movements INP95.  We went through hours and
hours of discussion of various methods for reserving inventory in our
company.  Originally we used the frozen stock method and now very
successfully use the AOE Quote function.

Dan Thomas
Sr. VP Information Systems
MDI
4500 Progress Blvd.
Louisville, KY  40218-5058
Phone (502) 454-9013 ext. 120
www.mdiweb.com


-----Original Message-----
From: Rhearl@aol.com [mailto:Rhearl@aol.com]
Sent: Friday, June 30, 2000 3:55 AM
To: JBAUSERS-L@midrange.com
Subject: RE: Reserving Stock


Dan's method of entering an allocatable quote or entering a Sales Order with
a Suspend Code that is set-up to allocate will work, as will the other
methods listed below. If you don't wish to enter a dummy order (or quote),
then either freezing the stock or moving it to a stockroom reserved for a
customer or group of customers would be good choices. If you don't need to
set up and use too many stockrooms, then I would lean towards using the
stockroom method and the Out and In Stock Transfer and not the
Freezing/Un-freezing because it requires only one user transaction vs. 2 for
the freeze/thaw scenario. If the majority of the items for one of these
special customers would be set aside in the "reserved" stockroom, then the
SOP Customer Master stockroom default could be changed to the reserved
stockroom.


Ray Hearl
Infotech Strategies
513-225-8299
rhearl@aol.com 


In a message dated Tue, 27 Jun 2000  5:19:02 PM Eastern Daylight Time, Dan
Thomas <DThomas@lpw-mdi.com> writes:

<< We use the Quote function in Advanced Order Entry to reserve inventory.
You
have to put a '2' in the VAT field of QTNO (quote type) in Inventory
Descriptions INP15 to tell JBA to allocate inventory on the quote.  It's
worked very well for us.

Dan Thomas
Sr. VP Information Systems
MDI
4500 Progress Blvd.
Louisville, KY  40218-5058
Phone (502) 454-9013 ext. 120
www.mdiweb.com


-----Original Message-----
From: Don Murphy [mailto:murphydon@hotmail.com]
Sent: Tuesday, June 27, 2000 3:29 PM
To: JBAUSERS-L@midrange.com
Subject: Re: Reserving Stock


Hi All,

There is no official way of squirelling away stock.... and maybe that's a 
good thing but as we know sometimes customers make us do the wrong thing!

Here are a few ways I found over the years. Each has draw backs...
1. Move the stock to frozen using the inv trx. Use the narrative in an 
agreed fashion (else mod IN009 to force it) for later reporting / tracking.
2. Move the stock to a sep warehouse (by customer).
3. Create a dummy sales order and allocate the stock to the order but leave 
a long delivery time. You would need however to have a long allocation time 
fence.
4. Create a dummy sales order against the customer again with a protracted 
time fence as per 3 above. Depending on your org this may make the stock 
easier to track.

Regards


>From: "Neil Thursby" <neil.thursby@whessoe-vapour.com>
>Reply-To: JBAUSERS-L@midrange.com
>To: <JBAUSERS-L@midrange.com>
>Subject: Reserving Stock
>Date: Thu, 22 Jun 2000 14:29:18 +0100
>
>We briefly looked at this area, and found you can put a flag against an
>order suspend code which leaves the allocation in place.    Maybe worth a
>look?
>
>Neil Thursby.
>
>
>Whessoe Vapour Control Limited
>Tel 44 (0)1325 301100
>Fax 44 (0)1325 300840
>Registered in England No. 3783765
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