Reserving Items: Overview

This article explains how you can use LLumin CMMS+ to create and view reservations from both Work Orders and Item records, issue reserved parts, and understand how reservations factor into the reorder process.

What is a Reservation?

Reservations let you plan part usage and issue items later, without removing them from current stock.

Accessing Reservations

1. Go to Issuing > View Reservations.

   

   

2. The Reservations Finder works like all the other finders in the system, with filtering and search options at the top of the screen.

   

3. Select a reservation and click View.

   

4. From the Reservation screen, you can:
   • Edit the Stockroom, Date Wanted, Reserved For (user), and associated Work Order.
   • Add or update comments at the reservation level.
   • Use the search bar to find and add new items to the reservation.
     • Alternatively, click the magnifying glass icon to use the Item Finder.
   • Change the item quantity in two ways:
     • Use the field at the top of the item list to update quantity.
     • Click an individual item to open its detail screen where you can adjust:
       1. Quantity
       2. Date Wanted
       3. Item-specific comments
   • Cancel an item from the reservation if it’s no longer needed.

5. At the bottom of the screen, click Save to apply changes or Reprint Receipt to generate a record of the reservation.

Reserving Items from a Work Order

Create a Reservation

1. Open a Work Order that requires a reservation.

2. Click the Work Completion tab on the left-hand side of the screen.

   

3. Select the Parts tab.

   

4. Click Reserve Parts.

   

5. The Reserve Parts window will appear.

   

6. Enter the following:
   • Stockroom (required)
   • Work Order # (required)
   • Optional: Date Wanted, Reserved for, Comments

   • You can also link the reserved item to an asset after issuing.

     

7. Use the Search bar to add parts to the issue. Before selecting a part, enter the required quantity in the field to the left of the search bar.

   

8. If there is insufficient stock, a popup will appear, giving you the option to create a Backorder. Click Yes or No.

   

9. Click Finish to submit the issue.

   

10. After submission, a popup may appear asking if you want to link the new parts to the asset.

11. If necessary, select the box next to the part(s) and click Done.

    

Viewing Reserved Parts on Work Orders

Once reserved, parts appear under the Parts tab.

• For Recurring Work: When a new Work Order is generated, any parts listed will automatically trigger reservations.
• When a Work Order is completed or closed: Its related reservations close automatically. This does not affect stock levels.

Issuing Reserved Parts

1. From the Parts tab on the Work Order Master screen or the toolbar at the bottom of the screen, select Issue Parts.

   

2. Reserved parts will be prefilled in the Issue Parts screen.

   

3. Click Finish.

Note: If issuing parts would reduce stock below the reserved quantity, a warning appears. You can choose to continue, but the item will be flagged as out of stock.

Viewing Reservations from the Item Screen

1. Go to Inventory > View Items.

   

2. Select an item and click View.

   

3. Click the Usage tab on the left-hand side.

   

4. Select the Upcoming Reservations tab.

   

5. All upcoming Reservations will be shown in this window.

   

How Reservations Affect Reordering

The Item Reorder List considers reservations as part of the demand calculation when deciding whether an item should appear on the list.