Manual Reservation Processing

Release V1.0

Manual Reservation Processing

Training & User Manual

Manual Reservation processing final.doc

Project Chanakya: MM Module Training Material Page 2

Icons

Icon Meaning

Caution

Example

Note

Recommendation

Syntax

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation. Example text Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.

EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key.

Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.



Abbreviations

R Required entry field

(used in the end-user procedures)

O Optional entry field


C Conditional field




Contents

1. Creating a Reservation Document: ...................................................................... 5

2. Change Reservation Document: .......................................................................... 9

3. Display Reservation Document: ......................................................................... 14

4. Printout of the Reservation document:.............................................................. 16



Manual Reservation processing

Purpose A reservation for goods issue can be requested by various departments for various account assignment objects (such as cost center, etc.).

The purpose of a reservation is to ensure that a material will be available when it is needed. It also serves to simplify and accelerate the goods issue process and prepare the tasks at the point of goods issue.

It is also important that reservations are taken into account by Material Requirements Planning (MRP), which means that required materials are procured in time if they are out of stock.

Prerequisites a) Material master.

Process Flow User department will create the Reservation for the required Materials with a desired account assignment. In case of Maintenance order the reservation is automatically created by the system as a result of saving the maintenance order. Print of Reservation is taken by stores and Material will be taken out from the particular bin location and delivered to concern dept. after making necessary Goods issue posting in the system. After the goods issue necessary accounts posting takes place and the material is considered as consumed by the department.

1. Creating a Reservation Document: 1. Access the transaction choosing one of the following navigation options:

SAP R/3 Menu Logistics Materials Management Inventory Management Reservation Create

Transaction code MB21



2. On the Reservation create screen, make the following entries:

Field name Description R/O/C

User action and values Comment

Base date Date for which the goods movement is planned

R Current date is defaulted.

Key T-Code: MB21



Check against

calendar

Check the box to specify the system to verify whether the date is relevant on the factory calendar.

O It is recommended to check the box

Movement type

Goods movement R Use drop-down menu to make the choice of the applicable movement type.

201,261,301,and 311

Plant Plant number

R Use the drop-down menu to make the choice of the appropriate plant.

2010

- Press <Enter> or Go to New item - On screen “Create Reservation: New Items”, enter the information below:

Some of the data on this screen depends upon the movement type that was specified on the initial Screen

Cost Center

Cost Center Number

R

Enter the Cost Center for your Dept.

You can Search your Cost Center by Pull down table Access.

Goods Recipient

Goods Recipient O Enter Your Dept. Name in this Field.

This Field will appear in reservation printout.



Material

Material number

R

Enter the material Code.

Pull down table Access.

Quantity

Material quantity

R Enter the quantity of the material to be moved.

The quantity is automatically converted to stock keeping Units.

UnE The unit of measure in which the goods movement is entered.

O Enter the unit of measure if different than the default.

Pull down table Access. The system will use the default unit of measure(entry) if this field is left Blank.

Plant Plant number

C Defaults from the initial screen

Storage location

The storage location where the material is currently stored.

R Enter the storage location.


M Indicator: Goods movement for Reservation allowed Indicator specifying that movements are allowed in respect of the reservation item. If the user wants to prevent a goods movement in respect of this reservation item, the user must deselect the field. If the user wants to allow a goods movement in respect of this reservation item, select the field.

O The default setting is to have this Indicator checked.

Unl. Point

Unloading Point O Enter Unloading Point where you want the Delivery of Material

This field is appear in Reservation print and stores can deliver your material at your desire Location

Text

Information Text O Enter Your Name and Mobile Number

This field is appear in Reservation print and stores can Contact you for any clarification.



3. Save the reservation by clicking . 4. Message “Reservation XXXXXXXXXX created” is displayed in the status bar at Bottom of

screen.

5. Exit Reservation processing by clicking .

2. Change Reservation Document: 1. Access the transaction choosing one of the following navigation options:

SAP R/3 Menu Logistics Materials Management Inventory Management Reservation Change




2. On the intial screen, make the following entries:



Field name Description R/O/C User action and values Comment

- Press <Enter>

Some of the data on this screen depends upon the movement type that was specified on the initial Screen

Material Material number

C You cannot

change material Code

Quantity

Material quantity

O You can change the quantity if required.

UnE The unit of measure in which the goods movement is entered.

C You Cannot change the UOM.

.

Plant

Plant number

C

Defaults from the initial screen

Storage location

The storage location where the material is currently stored.

R Enter the storage location.




M

Indicator: Goods movement for Reservation allowed Indicator specifying that movements are allowed in respect of the reservation item. If the user wants to prevent a goods movement in respect of this reservation item, the user must deselect the field. If the user wants to allow a goods movement in respect of this reservation item, select the field.

O

The default setting is to have this Indicator checked.

FIs Indicator: Final issue for this reservation – Informs that the delivery has been completed

O Will be set automatically once the delivery is complete.

D Deletion indicator

O Check this box if the user wishes to delete this item.

This will delete just an item from the reservation not the whole reservation.

To add more items to the reservation:

_ On title bar, click on edit, then click on new item or F7

_ Enter Reqmts date and Plant. Press ENTER



_ Enter all necessary additional information

_Click to SAVE



To change the date of the reservation: Click on the line item that needs to be changed

Click on the icon “Details fm. item” Change the date

Click to SAVE To delete a reservation: Go up to the title bar and click on reservation, then click on delete. (This will delete the whole Reservation.)

Click to SAVE

Exit Reservation processing by clicking or pressing Shift-F3

3. Display Reservation Document: 1. Access the transaction choosing one of the following navigation options:

SAP R/3 Menu Logistics Materials Management Inventory Management Reservation Display




2. On the Display Reservation Screen, make the following entries:

- Press <Enter>


Reservation Reservation Number R If number is unknown, conduct a match code search for this number.

-

To view all reservations for a specific plant, click on the match code , insert the plant number, and all the reservations for that plant will be displayed. On screen “Display Reservation 0000019396: Overview”, the user may view the information Contained within the reservation.



For more information on the items contained within the reservation, the user may click on the line item and use the various radio buttons to gain more information.

If you click the detail button ,

If you click the header button ,

Exit Reservation processing by clicking .

4. Printout of the Reservation document: 1. Access the transaction choosing one of the following navigation options:

SAP R/3 Menu



Transaction code ZMB25 / ZMMRESV

2. On the Printout of the reservation document screen, make the following entries:

By using the T-code ZMB25, You can take a print of more than one reservation at a time as per different selection parameters as shown below.

Enter T-Code For Reservation Print as shown.



Press the Execute Button

Select the Reservation which you need to print. You have to select the each line item which you need to print, because reservation which is created through the Maintenance Order will have different requirement date in the one reservation so whenever you enter the requirement date in the

You can seas per youthis Icon.



print selection screen it will show only that material which is required on that date. You can also select the output layout as per your choice by selecting the fields given in the layout.

Press the PREVIEW Tab to display the print preview of reservation.

Press the PRINT tab to Print the reservation.



Reservation Print through T-Code ZMMRESV

You can take print of Single reservation using above mentioned T-Code.


Reservation slip

Reservation Number R

Plant Plant Number O

Storage Location

Storage Location O

Click Execute or F8 Icon.

If you click the print button



Exit Reservation processing by clicking .

Output Device LOCL with required field.

Click on the print preview button to see the print preview or on the Print Button to print the reservation.

Documents

Manual Reservation Processing