Reserving items to storerooms

You can reserve items in a storeroom so that items are available when needed.

About this task

When you reserve an item, you place it on hold in a storeroom for a work order, for a GL account, for an asset, or for a location. For example, you can add a reservation to an approved work order or change the quantity of items that have been reserved for work orders.

Procedure

  1. From the List tab of the Issues and Transfers application, select a storeroom from which to add reserved items.
  2. From the Select Action menu, select Add/Modify Reservations.
  3. Click New Row, and in the details area, add or edit the information as follows:
    1. In the Item field, specify a value. The item (or tool) you choose must be available in the storeroom you selected.
    2. In the Quantity Reserved field, specify the number of this item you want to reserve.
    3. Fill additional fields as needed and click OK.


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