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Setup

Search for Reservation Rescheduler Setup page to start Reservation Rescheduler configuration.

Reservation Rescheduler Setup Search

From the Reservation Rescheduler Setup page, it is possible to configure the behavior of documents where no customer can be defined.

Important

The functionality is based on the setup of the customer card where the field Reserve must have the value Always, on the Item card the value for field Reserve may remain default, Optional.

Reservation Rescheduler Setup

Note

Add field Reservation Status to the Sales order line page, since it is not shown by default, use the Personalize function to add the field as a column.

Reservation Rescheduler Setup Wizard

For a quick setup of the Reservation Rescheduler Setup you can also use the Reservation Rescheduler Setup Wizard.

  1. Open the Assisted Setup page

    Assisted Setup

  2. Start the setup from Install extensions to add features and integrations | Set up the Reservation Rescheduler app

  3. Complete the steps from the Reservation Rescheduler Setup Wizard

    • Define the Document Header Reserve setting per Document Type

      Document Header Reserve

    • Set up the Lead Time Calculation on the Assembly Header

      Assembly Lead Time Calculation

    • Set up Ignore Warehouse Shipments on Reservation Update

      Ignore Warehouse Shipments

    • Set the Assembly Header Promised Due Date update Due Date & Prod. Order Line Promised Due Date update Due Date

      Promised Due Date update

    • Set up Prod. Order Line Due Date update allow Component reservation removal

      Prod. Order Line Due Date update allow Component reservation removal

    • Set up Purchase Line copy dimensions from and Purchase Code purchase Quantity changeability

      Purchasing Code create Purchase Orders

    • Enable or disable the Demand Confirmation feature

      Demand Confirmation feature

    • Set Up how Sales Order List is shown

      Sales Order List

Complete installation first

To complete the setup the existing data needs to be prepared before Reservation Rescheduler can become active. Reservation Rescheduler functionality will be suspended until installation is fully completed. Unfortunately, this can be a lengthy process.

Complete Installation

Press Complete Installation to prepare your existing data

Complete Installtion

Complete from setup

If you don’t complete the installation, you can complete the installation later from the Reservation Rescheduler Setup page.

Complete Installation

Notification Installation not complete

Users will be notified when the installation is not yet completed by the following notification

Complete Installation

Apportunix Reservation Rescheduler is now configured and can be used.


Last update: May 28, 2024