Settings for Fair Share, Allocation Priority Rules and Allocation Priority with Fair Share

Outcome

You have set up the parameters for the batch allocation method you will use in one of these cases:

• Fair share

  Fair share is used to distribute a fair share to equal priorities when stock shortages occur.

• Allocation priority rules

  Allocation priority rules are used to prioritize demand order lines when stock shortages occur.

• Allocation priority with fair share

  Allocation priority model with fair share is used to prioritize demand order lines when stock shortages occur. When allocatable net is not enough to fulfill demand quantity within an allocation priority group (demand lines having same priority according to the model), fair share will be used among those demand lines. This method can be used for customer orders, distribution orders and requisition orders.

  Batch allocation limits are used to validate and adjust the redistributed allocated quantities.

Before you start

Basic batch allocation rules are set. See these documents:

• Basic Batch Allocation Settings
• Define Settings for Allocation Priority Model

Follow These Steps for Fair Share Settings

1. Start 'Allocation. Distribute Quantities' (MMS189). The E panel is the opening panel.

   • The 'Planning date' field indicates the date when the scheduled transaction is expected to take place. You can use it to override the demand time fence. If you leave this field blank, then the demand time fence is used for calculating the planning date.
   • Enter the appropriate priority retrieved from the customer order in the 'Priority' From and To fields. The priorities are displayed in the material plan (MMS080). Priority selection is used in cases of shortages.
   • Enter the actual warehouse or warehouses that should be selected in the 'Warehouse' From and To fields.
   • The 'Style no' field indicates a comprehensive term for a number of similar items. This is not mandatory and is frequently used in the fashion industry.
   • Enter the actual item or items that should be batch allocated in the 'Item number' From and To fields.
   • After entering all the desired fields on the E panel, click Next.
   • On the F panel, select the 'Include SCO' check box if demand order lines with supply chain order links should be included in the batch allocation run.
   • Enter '1-Fair share' in the 'Distribution method' field.
   • Select the 'Check allocation limits' check box if batch allocation limits should be validated in the batch allocation run.
   • Adjust maximum allocated quantity.
   • After entering all the desired fields on the F panel, click Next.

2. Fair share is calculated as:

   (Selected requirements total allocated quantity + Allocable net) (Selected requirements planned quantity)

Follow These Steps for Allocation Priority Rules Settings

Set Priority

1. To set Priority Per Order Type, start order type:

   • 'Req/Distr Order Type. Open' (CRS200/H)
   • 'CO Type. Update Field Selection' (OIS014/E)
   • 'Manufacturing Order Type. Open' (PMS120/F).

2. Fill in the 'Default Priority' field. This field indicates priority per order type. It can be overridden by priority per customer (CRS610) or by allocation priority (MMS156, MMS157).

3. To set Priority Per Customer, start 'Customer. Open' (CRS610). Fill in the Priority field on the F Panel.

Allocation Priority (Calculated According to Various Factors Related to the Customer)

1. Start 'Settings – Allocation Priority' (MMS156/E).

2. The 'Factor number' field determines the sequence during the calculation and display of the allocation priority. The factors are entered in an open subfile where the user specifies the factor values (0–99).

3. Settings for each factor are entered in the 'Field/value' fields.

   These fields contain specific objects, numeric values or specific values, which are displayed in a table in 'Field Group. Display Permitted Fields' (CRS109). The numeric values can be positive or negative. Special values can be set. They are:

   &NPER = Number of periods a customer has purchased

   &RETN = Number of customer returns in a period

   &RETV = Value of customers returns in a period.

4. The Operand field can be set to *, /, + and -.

   The total sum of the calculation results is the final priority value. The maximum priority value is 999,999 and any value above that is set to 999,999.

Allocation Priority Calculation

1. Start 'Allocation Priority. Open' (MMS157). On the E panel, indicate the selection for the allocation calculation.

2. Fill in the From and To fields for 'Customer', 'Customer group' and 'Date' to select the transactions to be included.

3. Enter the ID of the information that you want to be retrieved in the 'Dataset' field.

4. Fill in the 'Updated by division' and 'Divided by zero' fields.

5. Press Enter. The system checks that the dataset exists and includes the following:

   • Status 20 (in the OSSSET-file)
   • Customer number as the first key (in a non-MUC installation)
   • Divisions plus customer number as the first two keys (in a MUC installation)
   • Customer group, if this is selected (in the OSSELE-file).

     The fields used in the calculation (as set in MMS157, file VAPRA) are included in the dataset (OSSELE for values and OSSSEE for other information, such as reason code).

Allocation Priority Model

1. Start 'Allocation Priority Model. Open' (MMS181) to create a model ID.

2. Start Object control parameter programs, 'Available Object Ctrl Parameters. Open' (CMS016) and 'Generic Object Control Table. Open' (CMS017) to create an object control selection table for program 'Allocation Priority Model Selection Table. Open' (MMS182). The available objects in the selection table are controlled by field group MMAP2.

3. In 'Allocation Priority Model Selection Table. Open' (MMS182), set the allocation priority for a specific set of selection object values.

   Note: Low value in the allocation priority field indicates a higher priority.

Batch allocation run

1. Start 'Allocation. Distribute Quantities' (MMS189).

   • On the E panel, fill in the selections for demand lines.
   • On the F panel, select 'Include SCO' to include demand order lines with supply chain order links to be included in the batch allocation run.
   • Select '2=Allocation prio' in the 'Distribution method' field.
   • Select the 'Check allocation limits' check box if batch allocation limits should be validated.
   • Adjust maximum quantity allocated.
   • Select allocation priority hierarchy in the 'Allocation priority hierarchy' fields.
   • If '6-Alloc prio model' is selected in first 'Allocation priority hierarchy' field, enter a value in the 'Allocation prio model' field.

Follow These Steps for Allocation Priority with Fair Share

Allocation Priority Model

1. Start 'Allocation Priority Model. Open' (MMS181) to create a model ID.

2. Start Object control parameter programs 'Available Object Ctrl Parameters. Open' (CMS016) and 'Generic Object Control Table. Open' (CMS017) to create an object control selection table for program 'Allocation Priority Model Selection Table. Open' (MMS182). The available objects in the selection table are controlled by field group MMAP2.

3. In 'Allocation Priority Model Selection Table. Open' (MMS182), set allocation priority for a specific set of selection object values.

   Note: Low value in the allocation priority field indicates a higher priority.

Batch allocation run

1. Start 'Allocation. Distribute Quantities' (MMS189).

   • On the E panel, fill in the selections for demand lines.
   • On the F panel, select 'Include SCO' to include demand order lines with supply chain order links in the batch allocation run.
   • Select '3-Prio mod, fair share' in the 'Distribution method' field.
   • Select the 'Check allocation limits' check box if batch allocation limits should be validated.
   • Adjust maximum allocated quantity.
   • Select '6-Alloc prio model' in the first 'Allocation priority hierarchy' field.
   • Enter a value in the 'Allocation prio Model' field.

2. Within the group of demand lines sharing the same priority (according to the allocation priority model), fair share is calculated as:

   (Selected requirements total allocated quantity + Allocable net) (Selected requirements planned quantity)

Parameters to Set