Core TSIs : Reservations : Working with Reservations : Using standard reservations and orders : Adding a reservation based on a standard order
Adding a reservation based on a standard order
If you want to add a reservation that is based on a standard order (with or without suborders), there are two methods available to do so:
You can add the standard order via the Add standard option from the action panel (Procedure).
You can add a reservation and select a standard order in the Standard order field.
Procedure
1. Go to the Reservations selection level.
2. On the action panel, click Add standard.
The Standard orders dialog box opens, displaying the available standard orders.
3. Select a standard order from the list and click OK.
If the standard order includes any suborders, a dialog box will appear, asking you which suborders should be added to your reservation.
4. Select the suborder(s) you want to include in your new reservation. You can also use the Select all or Deselect all buttons to include/exclude all suborders.
By default, all suborders are included.
5. Click Proceed.
You return to the Reservations selection level, where you can enter any additional data or modify the existing data.
6. Click Save.
You have added a reservation based on a standard order.
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If reservation costs are specified for the standard order, the costs will be copied to the newly created reservation. If required, you can modify the reservation costs. For more information on specifying reservation costs, refer to Specifying reservation costs.
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Depending on your system configuration, adding or modifying certain default data (for example a default order group) might impact other data. As with regular orders, the use of standard orders can trigger field changes, causing field values to be cleared or overwritten.
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For general information on field changes and on default data, refer to Work Orders .