- Click the
icon, enter Allocation Plan List , and select the relevant link. - Click the New action, and select the Process Type Distribute in the dialog box.
- The Code field is populated automatically from the Allocation Plan No. Series field of the Replenishment Setup, or you can fill it in manually.
- Fill in the fields on the General FastTab as described in the following table:
- From Replenishment Setup - The Warehouse Location Code defined in the Replen. From Warehouse List will be used if the relevant information exists, else the Warehouse Location Code specified on the Allocation Plan Distribute page will be used.
- From Current Page Setup - The Warehouse Location Code specified on the Allocation Plan Distribute page will be used directly.
- Fill in the fields in the Allocation Plan Distribute Lines FastTab. This can be done manually or with assistance from the system. For more information see How to: Add Items to Allocation Plan Distribute Lines.
| Field | Description |
|---|---|
| Warehouse Location Selection | This field specifies the source of the warehouse location for the Allocation Plan Distribute. The available options are:
|
| Warehouse Location Code | This field specifies the default warehouse code. Whether the value from this field will be used depends on the Warehouse Location Selection setup. If From Replenishment Setup is selected, it acts as the default warehouse code and will be used if no relevant information exists in the Replen. From Warehouse List. If From Current Page Setup is selected, it will be used directly. The items will be purchased to this warehouse. |
| Warehouse Buffer % | This field specifies the percentage of the warehouse buffer for the affected item(s) that should be ordered additionally to the group quantities and kept in the warehouse. When filling in lines in the Allocation Plan Distribute Lines FastTab, the Buffer % field is defaulted with the value from this field. The value is then carried over to the Buffer % field in the Destinations page (drill down via No. of Destinations field), and the buffer is applied to the Warehouse Buffer Location. |
| Allocation Rule Code | This field specifies how the affected quantity of the item(s) to distribute is assigned to the destinations. The Allocation Rule lets you set up weights on Destinations to define how many items and variants the Destination will receive. See Allocation Rule for more information. |
| Show Group Line Confirm Warn. | This field specifies if the confirmation message to clear the Allocation Rule Code in Allocation Plan Distribute Lines will be displayed when the Allocation Plan Groups are changed. |
| Order Date | This field specifies the Order Date that is passed into the created Purchase, Transfer, or Sales Order. If left blank, the WORKDATE is passed during the order creation. |
| Open-to-Buy Date | This field specifies the Open-to-Buy Date that is passed into the created Purchase Order. This date is used to perform Open-to-Buy checks on an Allocation Plan. For more information refer to How to: Perform Open-to-Buy Checks on Allocation Plans . |
| Buyer ID | This field specifies the Buyer ID for this Allocation Plan. This is used in the Buyer's Workbench to filter documents for buyers or buyer groups. |
| Buyer Group | This field specifies the Buyer Group for this Allocation Plan. This is used in the Buyer's Workbench to filter documents for buyers or buyer groups. |
See also