U9 cloud Inventory Reservation: Allocate, Release and Prioritise
Execute the process with traceable data, approvals and exception closure.
Learning objective
Complete normal and exception tests with reproducible acceptance evidence.
Roles
Process owners, planning, purchasing, warehouse, production, quality, finance and IT
Prerequisites
- Masters, access and approval matrix are confirmed.
- Normal, exception and reversal data are ready.
Completion checks
- Documents, quantities, statuses and owners are traceable.
- Business results agree with inventory and finance interfaces.
Common errors
- Going live before validating masters.
- Handling exceptions offline without evidence.
Thailand project note
For Thailand, confirm Thai/English masters, THB and foreign currencies, Asia/Bangkok time, segregation of duties and local retention. VAT, WHT, customs, BOI, statutory accounting, product compliance and occupational safety require current review by qualified Thai professionals; this is not legal or tax advice.
Steps
- 01
Define reservable status, organisation scope and customer/order priorities.
- 02
At reservation validate availability, lot, location and need date.
- 03
Create the reservation with source, quantity, expiry and owner.
- 04
During shortage reallocate by approved priority and retain impacted orders.
- 05
Release promptly on cancellation, expiry or reduced demand to avoid false shortage.
- 06
Reconcile reservations, physical stock, picking, issue and unused balance.
Implementation notes
- Pilot one organisation and representative object.
- Every exception needs an owner and due date.
References
- 汽车及零部件企业数智化全场景 ↗用友 U9 cloud · Accessed: 2026-08-21 · Applicable version: 官方制造与供应链场景；具体菜单、字段和许可按客户版本及批准蓝图验证
- 数据算力加持，智能工厂不再遥远 ↗用友 U9 cloud · Accessed: 2026-08-21 · Applicable version: 官方智能工厂场景；设备、安全及采集方式须在现场验证