Automatic Allocation

This document explains how to manage automatic allocation for all types of orders including manufacturing, distribution, customer and requisition orders.

Automatic allocation can be divided into two parts:

Automatic allocation can be used with or without:

Outcome

The primary use for automatic allocation is to be able to release orders for picking, packing and delivery to the customer as fast as possible. The process can also be used in any of the following cases:

The following changes are made in M3:

Before you start

Settings for allocations must be made according to the selected allocation method described in this document. For further information refer to the following documents:

Purpose

The primary use of automatic allocation is to be able to release orders for picking, packing and delivery to the customer as fast as possible.

Workflow in M3

  1. Activate Allocation on Item/Warehouse

    When entering an order into the system, a reservation of the ordered item and quantity is made.

    Many events activate an auto-allocation. Among them are:

    • A new requirement is entered.
    • There is a change in the allocable balance.
    • MRP detects that the DTF date has been reached or exceeded on a demand that was previously outside t he DTF.
  2. Select Orders

    'Allocation' (MMS920) selects the records in the MITPLO file with the need date (delivery date) inside the demand time fence. Specific demand time fence lengths for different order priorities can also be specified. A third criterion for select orders is order sequence, which can be allocation by planning date or by order priority then planning date. All of these parameters are defined in 'Warehouse. Open' (MMS005).

    If manual release for allocation is selected in 'Dispatch Policy. Open' (MWS010), then manual allocation release is done in 'Delivery Toolbox. Open' (MWS410).

    Automatic allocation is done inside the demand time fence and according to specific rules such as priority and sequence. How this is done is explained in the Setting document for allocation.

    Deallocation (MMS922) is now performed when the planning date is moved outside the demand time fence (DTF). Manual allocations and stock entrance allocations (order initiated, pre-allocations and cross-docking) are not taken into consideration. After the deallocation, the auto-allocation is triggered to allocate the deallocated quantity according to standard allocation rules.

  3. Select Balance IDs and Sequence

    In (MMS921), balance IDs are placed in the correct sequence depending on whether user defined rules have been specified in 'Item. Connect Stock Location Type'(MMS057) and/or 'Allocation Control Selection Field. Open' (MMS123).

    Balance IDs are then checked to see if they are valid for use for each requirement according to the rules set in 'Allocation Control Selection Field. Open' (MMS123). Also the various allocations methods are managed here. These methods are defined in (MMS002/G).

  4. Allocate

    Allocation is performed in 'Manage Allocation' (MMMNGALO). This create the allocation that updates balance IDs, the order lines and the material plan. The order status for a completely allocated order is 33.

Analyze allocation failure

Allocation analysis for automatic allocation is available from (MMS080) and (OIS301) via option 40. Allocation analysis is done in 'Allocation Analysis. Open' (MWS084) and (MWS085). Here you can find why the stock has not been allocated or why allocation control has held an order line. The allocation log is stored in the MMALAH and MMALAD files.

Workflow for automatic allocation with automatic release for allocation

This workflow describes automatic allocation. It describes the same workflow as in the present chapter, but with a different figure.

No manual actions are needed for the functions described below.

Automatic allocation is done inside the demand time fence according to user defined rules such as priority and sequence, if there are any.

  1. Find All Inside Demand Time Fence (MMS920)

    'Allocation' (MMS920) calculates the demand time fence, activates automatic allocation and selects records to be allocated. This program also retrieves planning data from 'Material Plan. Open' (MMS080), the MITPLO file.

  2. Find Balance IDs in Sequence (MMS921)

    In (MMS921), balance IDs are placed in the correct sequence depending on whether user defined rules have been specified in (MMS057) and/or (MMS123).

  3. Manage Allocation (MMMNGALO)

    Allocation is performed in (MMMNGALO). Balance IDs, order lines and material plan are updated. The order status for a completely allocated order is 33.

Related topics