---
pdfexport: true
alias: tutorials-materialreservationmode
timetoread: true
tutorial: full
description: "This documentation explains how to configure material reservations within a BOM, using dependency or production order modes"
---

# Material Reservation Mode

When you are working with BOMs, and their Scope is Durables, Materials, Packing, or Weigh And Dispense, you will have to define whether the BOM Products include Material Reservations, and how Material Reservations are handled for the BOM Items.

Material Reservation is the process of allocating specific quantities of raw materials, components, or subassemblies from inventory to a specific production or work order. This ensures that those Materials are not consumed by other orders and are available when production begins.

The Material Reservation Mode property has three options to select from:

* Material Dependency
* None (default)
* Production Order

This tutorial will show you how to can use the Material Reservation Mode property in relation to the Material Dependency and Production Order options.

For both Material Dependency and Production Order you must ensure that you have your Critical Manufacturing MES structure configured which will allow you to set up these modes.

For the example scenario below, you will need to create:

* Steps
* Flows
* Products
* Materials
* BOMs
* Resources
* Services

For the purpose of this tutorial all new entities, including the ones above, were created and can be uploaded via the following Master Data files:

* [Material Dependency](md-files/MaterialReservationMode-Dependency.xlsx)
* [Production Order](md-files/MaterialReservationMode-ProductionOrder.xlsx)

The provided Master Data files will allow you to undertake the paths and instructions provided below.

For more information, see [[user-guide-manage-bomitems]].

## Material Dependency

1. Create a **BOM** and set its Scope as Materials:

    ![Screenshot showing a Bill of Materials (BOM) creation step with scope set to "Materials".](images/material_dependency_01.png)

2. Select the section **BOM Items** and then select **Manage**:

    ![Screenshot showing a list of managed BOM items with "Manage BOM terms" as the heading.](images/material_dependency_02.png)

3. Be sure to enter the necessary information, and set the Material Reservation Mode property to Material Dependency:

    ![Screenshot showing a Bill of Materials (BOM) management screen with Material Dependency settings.](images/material_dependency_03.png)

4. Define the [[bomcontext-st]] Smart Table by adding the **Step** when the **BOM** will be used, and the other necessary information:

    ![Screenshot showing a table with material dependencies, illustrating step 4 of defining the BOM context.](images/material_dependency_04.png)

5. Attach your consumable **Material** as shown below:

    ![Screenshot showing an attachment of consumable material.](images/material_dependency_05.png)

6. Confirm the information and select **Attach**:

    ![Diagram showing a material dependency confirmation step.](images/material_dependency_06.png)

7. Go to the **Dependencies** section, select **Manage**, and select the **To** tab if you are creating the dependency from the main **Material** point of view:

    ![Screenshot showing a list of material dependencies with various options and fields.](images/material_dependency_07.png)

8. Complete the necessary information and make sure the System State property is set to Closed:

    ![Screenshot showing a system management interface for managing material dependencies.](images/material_dependency_08.png)

    !!! note
        If the System State property is set to Open, the system will return the following error when you try to Track-In:
        ![Screenshot showing a system error message with unclear text.](images/material_dependency_09.png)

9. You can now Dispatch and Track-In your main **Material** and verify the **BOM** information:

    ![Screenshot showing a UI with Dispatch and Track-In options for main Material, including BOM information.](images/material_dependency_10.png)

    ![Screenshot showing a UI displaying Material Dependency information, including Dispatch and Track-In options.](images/material_dependency_11.png)

10. Select **Track-In**.

11. When you then select **Track-Out**, the whole **Material** will be consumed.

    !!! warning
        If you select Material Dependency for the Material Reservation Mode, but do not create a Dependency for the Material you want to produce, the system will return an error. In the example below, the AA-Mat-02 is the Material that is being produced, and it depends on AA-Mat-01 to provide it with its raw materials. As this Dependency was not created, the system will not allow you continue, and explains just that in the error message:
        ![Screenshot showing a material reservation mode selection with an error message indicating that no dependency was created for the selected material.](images/material_dependency_12.png)

## Production Order

1. Create a **BOM** and set its Scope as Materials:

    ![Screenshot showing a production order form with fields for "Creace New ROM" and "Scope".](images/production_order_01.png)

2. Select the section **BOM Items** and then select **Manage**:

    ![Screenshot showing a production order management screen with a highlighted "Manage" option.](images/production_order_02.png)

3. Be sure to enter the necessary information, and set the Material Reservation Mode property to Production Order:

    ![Screenshot showing a production order management screen with a highlighted Material Reservation Mode property.](images/production_order_03.png)

4. Define the [[bomcontext-st]] Smart Table by adding the **Step** when the **BOM** will be used, and the other necessary information:

    ![Screenshot showing a production order with details including BOW, Assembly Type, and Tacking information.](images/production_order_04.png)

5. Create a **Production Order** with the **Product** to be produced and all the other necessary information:

    ![Screenshot showing a production order form with product details.](images/production_order_05.png)

    ![Screenshot showing a production order form with fields for product details.](images/production_order_06.png)

6. On the top ribbon of your **Production Order**, select **Release**:

    ![Screenshot showing the top ribbon of a Production Order with the "Release" option selected.](images/production_order_07.png)

7. Enter the needed dates and select **Release**:

    ![Screenshot showing a production order with unclear text, possibly "sSyrreaardae OFMECOTS OI ETP ao".](images/production_order_08.png)

8. In the **Production Order**, select the **Materials** section followed but the **Assign** button on the top ribbon to assign your main **Material**:

    ![Screenshot showing a production order screen with highlighted "Materials" section and "Assign" button.](images/production_order_09.png)

9. Select **Assign** and your **Production Order** will have the main **Material** assigned to it:

    ![Screenshot showing a production order with details including "net", "ccc oe a" and "e808".](images/production_order_10.png)

10. Now, attach your consumable **Material** as shown below:

    ![Screenshot showing an example of attaching material to a production order.](images/production_order_11.png)

    !!! note
        This step is only needed because in this example we set the assembly Type of the BOM as Automatic at Track Out.

11. Next, in the **Production Order**, you will need to assign the consumption **Material** and then select **Assign**:

    ![Screenshot showing a production order screen with no specific details visible.](images/production_order_12.png)

12. At this point, you can see your consumption **Material** and production information in the **Materials** section of your **Production Order**:

    ![Screenshot showing a production order with consumption material and production information displayed.](images/production_order_13.png)

13. You can now Dispatch and Track-In your main **Material** and verify the **BOM** information:  

    ![Screenshot showing a production order with dispatch and track-in information for main material and BOM verification.](images/production_order_14.png)

    ![Screenshot showing a production order screen with dispatch and track-in options for main material.](images/production_order_15.png)

14. Select **Track-In**.
15. When you then select **Track-Out**, the whole **Material** will be consumed, as can be seen in the **Production Order**:

    ![Screenshot showing a production order with material consumption details.](images/production_order_16.png)

    !!! warning
        If the consumable Material is not assigned to the Production Order, the system will return an error. This error is due to the dependency that is defined in the BOM which is used in the Production Order:
        ![Screenshot showing a production order with material consumption details.](images/production_order_17.png)