Can anyone help me better understand the difference between planned parts, allocated parts, and reserved parts? When a Planner is planning a job and selecting items from stock, should they be putting in the quantity for planned, reserved, and allocated? I was told that reserving the part, subtracts it from the available quantity so that it will get reordered. What else can I learn about this? Is there a way of making sure the part doesn't get used on another WO?
Hey Heather. I found an Infor doc that gives a pretty good explanation of this! This is from Infor's Senior Learning Consultant and she relates these steps to the process of cooking/preparing a recipe.
Planned Parts
Planned parts are those parts that we may (or plan to) use on an upcoming job. Think of this as your recipe – these are the items you will need for the job. Whether planning parts directly to the project activity or using a materials list of pre-planned parts, your planner will be able to quickly view storeroom availability to determine whether he or she has the items needed and exactly how many may not be there. Think of this step as checking to make sure you have all the ingredients in the recipe. Checking your cupboard for ingredients doesn’t update your shopping list; it’s just a way to check what you need against what you have.
Reserved Parts
Reserved parts are those ingredients that you will use up when cooking your meal, so you need to go ahead and add them to the shopping list to replenish them. In EAM, reserved parts are deducted from the quantity on hand when determining whether inventory is below desired levels (depending on stock method) and should be considered in stock replenishment. Reserved parts can be considered a soft hold. Although reserved parts are taken into consideration for stock replenishment, reserving parts does not prevent other employees from using your reserved parts (or eating your ingredients for dinner).
Allocated Parts
Just as reserved parts may be considered a soft hold, allocated parts are considered a hard hold on your parts. Allocating parts will hold them for the work order to which they are allocated, showing an adjusted quantity on hand in your storeroom. Consider these the “Don’t touch it. That’s mine!” version of parts management. You can view reserved and allocated parts on the Reservations tab of the store record.