Evaluating Reservations

Objective

After completing this lesson, you will be able to execute various evaluations for reservations

Various Evaluations for Reservations

Various functions are available in SAP S/4HANA for selecting reservations.

  • SAP Fiori app Manage Manuel Reservations

  • SAP Fiori app Manage Reservation Items

  • SAP Fiori app Display Reservation List or the corresponding SAP GUI transaction MB25 (Reservation List)

  • SAP Fiori app Manage Reservations or the corresponding SAP GUI transaction MBVR (Manage Reservations)

  • SAP GUI transaction MB26 (Pick List)

Manage Manuel Reservations App and Manage Reservation Items App

Note the following for these apps:

In the Manage Manual Reservations app, the results list contains one entry for each selected reservation. For example, you can see in the list how many items the reservation contains and how many of them are marked as Completed. Details of individual items are not shown in the list.

With the Manage Manual Reservations app, only manually created reservations can be selected. Dependent reservations, such as reservations for a production order are not selected.

To create a list of individual reservation items, use the Manage Reservation Items app.

In both apps, different filter criteria are available to restrict the selection.

Note

For more information on these apps see the "Creating Manual Reservations" lesson.

Reservation List Inventory Management

The Reservation List provides another option for evaluating reservations at item level. You can call this function via the SAP Fiori app Display Reservation List or the SAP GUI transaction MB25 (Reservation List).

Demonstrates the process of filtering and executing reservations based on criteria like material, plant, and account assignment, providing a detailed list for inventory and goods movement management.

Various criteria are available in this report for selecting reservations, such as:

  • Material
  • Requirement date
  • User name (created by)
  • Goods recipient
  • Account assignment (such as cost center, order, work breakdown structure element)

The report issues a list with reservation items according to the selection. Receipt reservations are highlighted in yellow. For each reservation item, a variety of detailed information is displayed. Among other things, the following values are shown:

  • Reservation number and item
  • Material
  • Requirements quantity
  • Movement type
  • Account assignment
  • Requirement date
  • Difference quantity between the reserved and already reduced quantity

If you require further data and want to evaluate it in detail, enhance the current layout or select another existing layout by choosing (Menu)→Settings→Layout.

To display a reservation from the list, double-click the reservation number. If you double-click the reservation item, you can see the details of this item.

How to Execute the Report Reservation List

DemoStart Demo

Reservation Management

With the Reservation Management report, you can set the Movement Allowed indicator for reservations created manually through a mass change. You can also delete reservations with the reservation management report. You can call this function via the SAP Fiori app Manage Reservations or the SAP GUI transaction MBVR (Manage Reservations).

The base date is of double importance in this report. On the one hand, the base date serves as a selection value. This means that only reservations that have a base date in the reservation header less than or equal to this date are taken into account for further processing. On the other hand, it is used to calculate the time intervals used in the two functions (mass change and deletion of reservations).

Set Movement Allowed Indicator

Deletion of Reservations

Hint

On the selection screen, you can determine that only completed items are marked for deletion. In addition, a completed reservation item must be withdrawn completely or marked as final issue.

It is also possible to delete only the reservations that were created for a particular account assignment (cost center or order). To do this, enter the account assignment as a selection criterion.

You can also call the transaction Manage Reservations using the corresponding app in the SAP Fiori launchpad.

Default Values for Reservations

The number of days for managing reservations is defined with further default values in Customizing for Materials Management under Inventory Management and Physical Inventory→Reservation→Define Default Values(OMBN).

Note

This function must also be activated in Customizing for the plant and movement type.

Picking Lists for Reservations (Transaction MB26)

Demonstrates how to filter reservations and orders using selection criteria like material or cost center, and execute to display a pick list with batch determination, stock details, and reservation completion options.

The picking list enables you to enter and post goods movements for several reservations in one processing step. When generating a picking list, you can select according to reservations, material and account assignments, and production orders.

Before posting, you can change the entry quantity for each item, set the Final Issue Affected indicator, and if necessary, enter a storage location. To determine the stocks to be posted for stock transfers and GIs, you can call up stock determination by choosing Goto→Stock Determination, and batch determination by choosing Environment→Batch Management→Batch Determination. If it is necessary to split an item for a goods movement, choose Edit→Splitting.

Sort and Filter are other functions of the picking list.

Caution

When you post the goods movements, all the reservations and production orders that correspond to the selection criteria are taken into consideration. This list includes the items that you hid with the filter function. If there are items for which you do not want to book goods movements, you select and remove them from the list by choosing Edit→Delete.

You can also print a list of the materials to be picked. To do so, choose List→Print. You then receive a list of goods movements for which you can adjust the current layout, or choose an existing layout by choosing Settings→Layout. To print the list, choose List→Print again.

Manage Reservations

ExerciseStart Exercise

Learning

SAP FacebookSAP YoutubeSAP LinkedIn