The system provides you with the capability to search for inventory reservations (Service Number, MIN, and Equipment).
To search for a MIN reservation:
Click Applications > Inventory Management > Reservation Search. The Reservation Search window is displayed.
The Reservation Search window provides the following input fields for entering your search criteria:
Search Results Type
Search for Reservation or Reservation Detail.
Default = Reservation.
Reservation Status
Status of the reservation.
Reservation Detail Status
Detailed status of the reservation.
Note:
This is only available when the selected Search Results Type is Reservation Detail.
Reservation ID
Limits the search to reservations made under this reservation identification number.
Account Number
The account number of the existing customer or prospect.
Inventory Item
If the item resides in a service order inventory, this is a service number.
If the item resides in a MIN Inventory, this is a MIN.
Note:
This is only available when the selected Search Results Type is Reservation Detail.
First / Last Name
First and last name of the subscriber associated with the account.
Company Name
Name of the company associated with the account.
Street 1
Street address of the individual or company listed as the subscriber for this account.
Street 2
Available for additional address information, if needed.
City / State / Zip
Name of the city, state, and the postal zip code of where the individual or company address is located. If the invoice is to be sent to different city, enter the correct information.
Country
Country of the individual or company address.
Phone Number
Searches for the contact's phone number.
Email
Searches for the contact's email address.
Inventory
Name of the inventory (Group). Displayed as a multi-column checked list so that the inventory class is included for informational purposes.
Note:
This is only available when the selected Search Results Type is Reservation Detail.
Inventory Class
Type of Inventory - MIN, MIN, or OSP (outside plant).
Note:
This is only available when the selected Search Results Type is Reservation Detail.
Reserved Date From/To
Limits the search to reservations made within the date range that you enter.
Note:
This is only available when the selected Search Results Type is Reservation Detail.
Expiration Date From/To
Available Date of the item. If searching for Reservations, this is the Final Expiration Date.
Enter the desired search criteria.
Click Search to search for reservations that match the specified search criteria.
If you selected Reservation as the Search Results Type, the search results are displayed in the Reservation Search Results window.
From the Reservation Search Results window, you can perform the following functions:
View a reservation's details, by either double-clicking on the desired reservation or right-clicking on the desired reservation and selecting View Details. The Reservation Details window is displayed (see Viewing Details).
If a reservation is in-progress (Status is In-Progress) and not assigned to a customer (Account Number is blank), you can edit the contact information for a reservation by right-clicking on it and selecting Edit. The Edit Reservation window is displayed (see Editing a Reservation).
If a reservation is assigned to a customer (Account Number is not blank), you can view the account information for that customer by right-clicking on the reservation and selecting View Customer. The Customer # window is displayed (see Viewing Customers).
Cancel a reservation, by right-clicking on the desired reservation and selecting Cancel Reservation.
Create a new customer, by right-clicking on the desired reservation and selecting Create New Customer. The New Customer Wizard is launched and the Order Information window is displayed (see Creating New Customers).
Cancel all reservations that are currently displayed in the Reservation Search Results window, by clicking the Actions button and selecting Bulk Cancel Reservations. Start by filtering the list to get the reservations you want to cancel, then selection the Bulk Cancel option from the Actions menu.
If you selected Reservation Details as the Search Results Type, the search results are displayed in the Reservation Details Search Results window.
From the Reservation Detail Search Results window, you can perform the following functions:
Cancel a reservation's details, by right-clicking on the desired reservation and selecting Cancel Detail. This displays a confirmation window. Click No to cancel your request. Click Yes to cancel the reservation details. The Details Status is changed to Canceled in the Reservations Detail Search Results window.
Edit the MIN assigned to a reservation, by right-clicking on the desired reservation and selecting Edit MIN. The Edit Inventoried MIN window is displayed (see Editing an Inventoried MIN).
If a reservation is assigned to a customer (Account Number is not blank), you can view the account information for that customer by right-clicking on the reservation and selecting View Customer. The Customer # window is displayed (see Viewing Customers).