Global order promising > Setup > Reservation template

Reservation templates detail out which channels should be considered and the sequence to process them in when the reservation process runs.

If you want to process reservation for different channels at different times, they can be grouped together accordingly and scheduled/sequenced as desired.

Header Section

FIELD	DESCRIPTION
Identification
Reservation Template ID	Unique identifier for the reservation template.
Description	Detailed description of the reservation template.
Budget
Disable channel safety nets	Turn on this toggle to disable Channel Safety Net processing when this template is run. This is useful when you need to ignore the safety nets and reserve everything possible.
Reservation Time Fence
Override time fence	Controls whether the defined channel reservation time fence is overridden.
Number of days past due	Number of days to look back for demand to reserve based on ship date (overridden value).
Number of lead days	Number of days to look forward for demand to reserve based on ship date (overridden value).
Allow item substitution	Turn on this toggle to consider item substitution during the reservation run.
Ignore receipts during reservation run	Turn on this toggle to ignore inbound inventory receipts during reservation run. Any inventory received after the start date time of the run is not considered when attempting to reserve for demand lines. This prevents lower-priority demand lines from being assigned inventory that is received after a higher-priority line claims an inventory shortage. Note Changes made to this toggle mid-run will not take effect until the next reservation run.
Enable order routing consolidation	Turn on this toggle to allow order routing consolidation to occur after reservation. See Advanced Order Routing for more information.

Channel Selection Section

FIELD	DESCRIPTION
Processing sequence	Order in which channel reservation is performed for this template.
Channel ID	Specific channel to process reservation for.
Demand order type	Order type of the specific channel.

Buttons

BUTTON	DESCRIPTION
Edit item filter query	Click this button to open a flyout window that allows you to filter which items will go through the reservation process when this reservation template is used.

Additional Configurations

All Customers

Accounts Receivable > Customers > All customers > select a customer

Global Order Promising FastTab

FIELD	DESCRIPTION
RESERVATION
Full order line reservation	Turn on this toggle to require a full order line reservation or reservation unit. This restricts reservations at the customer level to a specific unit. Example During a reservation run, the system will respect this flag on the customer. If it cannot reserve a full line or unit, it will not reserve any.
Reservation unit	Enter the unit of measure that this customer can reserve in.

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