Creating Manual Reservations

Objectives

After completing this lesson, you will be able to:
  • Create a reservation manually
  • Use reservations as a reference for a goods movement

Function and Origin of a Reservation

Typically, you preplan goods issues (GIs) and transfer postings with a reservation, but you can also preplan goods receipts (GRs).

Preplanning of transfer postings is only possible for transfer postings in the one-step procedure, from storage location-to-storage location (movement type 311) and plant-to-plant (movement type 301). The preplanning of GRs with a reservation should only take place in exceptional cases. If you are using purchasing and production, then GRs are planned with purchase orders (POs) and production orders. Receipt reservations are not necessary.

Reservations can be created both manually and automatically.

To the automatically generated reservations belong the following:

  • Dependent reservations:

    These reservations are for orders, networks, and work breakdown structure (WBS) elements.

    When you open an order, network, or project, the system automatically reserves the warehouse components.

    Although you can display dependent reservations, you cannot maintain them directly. For example, you cannot change a dependent reservation for an order directly, but need to change the components in the order. The system then automatically updates the reservation.

  • Stock transfer reservations:

    These reservations plan transfers between storage locations. If, for example, reorder point planning is managed at storage location level, and the available stock falls short of the reorder point, the system creates a stock transfer reservation in the plant with the amount of the replenishment quantity.

Structure of a Reservation

Caution

You can create a reservation for only one particular purpose. In other words, you can only enter one movement type in a reservation and create one account assignment. You cannot change these two entries after posting.

Functions for Processing Manual Reservations

The following functions are available in SAP S/4HANA for processing manual reservations.

  • SAP Fiori app Manage Manual Reservations

  • SAP Fiori app Manage Reservation Items

  • SAP GUI transactions MB21 (Create Reservation), MB22 (Change Reservation), and MB23 (Display Reservation) and the corresponding apps

SAP Fiori App Manage Manual Reservations

With this app, you can create a reservation manually with or without a template. You can also use this app to select manual reservations, display them in detail, and edit them if necessary. It is also possible to delete a manual reservation if none of the materials have been withdrawn. In the list of reservations, you can see, among other things, how many of the items of a reservation are completed. The app is part of the business role SAP_BR_WAREHOUSE_CLERK.

Note

This app supports the Advanced ATP (aATP) availability check only. If a dynamic availability check is required, activate the aATP in the customizing configurations of your checking group.

Shows the process of creating manual reservations in SAP, including selecting movement type, plant, and base date, enabling users to manage inventory needs efficiently with relevant details.

To create a reservation using the app proceed as follows:

  1. On the app home page, choose the Create Reservation button at the top of the reservation list.
  2. In the pop-up window, enter a Movement Type, Plant and Base Date and click Create button.
  3. In the General Information header, check the essential data and fill in the required fields, such as the account assignment object or the receiving storage location.
  4. In the Reservation Items tab page, enter data such as the material and the quantity. To create another item, click Create button at the top of the item list.
  5. Finally, choose Create.

SAP Fiori App Manage Reservation Items

With this app, you can also create, change, and display reservations manually. You do this in the same way as in theManage Manual Reservations app.  You can also complete reservation items or mark items as deleted directly from the list. The app is part of the business role SAP_BR_WAREHOUSE_CLERK.

Transactions MB21 / MB22 / MB23 to create, change, and display a manual reservation

Hint

You cannot make changes on the overview screen. To make changes, go to the collective processing screen (choose Goto→Collective Processing). From the collective processing screen, you can also choose an item to display to the item detail screen.

When you create a reservation, you can also refer to another reservation. You can then change the base date, movement type, and account assignment data. The system suggests the items from the reference reservation, and you can select the items you want to copy. You can also change the quantities and requirement dates of the items.

Hint

To specify whether copying is already set for all items in the reference reservation, go to Customizing for Inventory Management and Physical Inventory under Reservation→Maintain Copy Rules for Reference Documents.

You can also call the transactions using corresponding apps in the SAP Fiori launchpad.

How to Create Reservations Manually With and Without a Reference

DemoStart Demo

Manually Create a Reservation

ExerciseStart Exercise

Goods Movement with Reference to a Reservation

Illustrates the goods issue process for a reservation, showing movement authorization, withdrawal quantity, and completion status, ensuring accurate inventory tracking and fulfillment of requirements.

Movement Allowed Indicator

When posting a goods movement, you can refer only to reservation items for which the Movement Allowed indicator is selected. With this indicator, you can also prevent a goods movement from being posted to a reservation item. This is useful if the requirement date for the material is far in the future.

In the MB21/MB22 transactions or the corresponding apps, you can select or deselect the indicator for all items of a reservation together. To do so, choose (Menu)→Edit→Additional Functions→For All Items→Movement On/Off.

With the Manage Reservations report, you can automatically have the system select the Movement allowed indicator even for items from several reservations.

If you determine the reservation with the search function during the goods movement, the system selects only reservation items for which the Movement Allowed indicator is selected.

Hint

In Customizing, you can specify for each plant whether the Movement Allowed indicator is selected when you create a reservation for the items.

Go to Customizing for Materials Management under Inventory Management and Physical Inventory→Reservation→Define Default Values.

Final Issue Indicator

The Final Issue indicator is used to mark a reservation item as completed. It is set automatically during goods issue posting if the entire reserved quantity is withdrawn. You can also set the Final Issue indicator for a reservation item manually if you only issue a part of the reserved quantity and no longer require the remaining quantity. You can set the indicator directly when you enter the goods movement, but also by changing the reservation.

You can edit the Final Issue indicator with the following functions:

  • Manage Reservation Items app

  • Manage Manual Reservations app

  • MB22 transaction or the corresponding app

Enter a Stock Transfer with Reference to Reservations

To process this exercise, you must have processed exercise "Manually Create a Reservation"

ExerciseStart Exercise

Learning

SAP FacebookSAP YoutubeSAP LinkedIn