Pre-Allocation Settings

This document explains how you define settings for pre-allocations.

Outcome

  • Basic settings for pre-allocation are defined per order type and per warehouse.
  • Settings for pre-allocations notifications are defined.

Pre-allocation ensures that a demand will be supplied by "pinpointed" planning receipts.

Pre-allocations are stored in the MPREAL file. Normal allocation is prevented.

Before you start

No prerequisites.

Parameters to Set

Program ID/Panel Field The field indicates …

(CRS200)

(PMS120)

(OIS010)

Reschedule when pre-allocation supply side change

… whether a change of date for the pre-allocations acquisition order line will result in the confirmed delivery date on the pre-allocated demand order line being rescheduled.

Rescheduling also applies when the order is first connected.

(CRS200)

(PMS120)

(OIS010)

(PPS095)

Pre-allocation maintenance on quantity change

… whether pre-allocation maintenance (MWS121) should be activated by a change of quantity below the pre-allocated quantity on an order. The valid alternatives are:

0 = No

1 = Only for change of quantity on the acquisition order

2 = Only for change of quantity on the demand order line

3 = For any change of quantity.

(MMS005/G)) Cross-dock on/off … whether cross-docking is to be used in this warehouse.
(MMS005/G)) Planned cross dock time fence

… the number of days in the future that pre-allocations will be considered for cross-docking.

If the value is left as 0, then only pre-allocations due to be shipped today or in the past will be considered.

If a negative value is used, then only pre-allocations overdue by the number of days specified will be considered.

The days used are working days.

(MMS005/G) Opportunity cross dock time fence … the number of days ahead that demand in the material plan activates cross-docking. Cross-docks from the material plan are called opportunity cross-docks.
(CRS424/B)) Message type … classification of messages according to the action the message requires. Message types 250–256 are valid for preallocation messages.
(MWS122/E) Notify responsible when Demand order is changed/deleted.

(Two fields)

… whether the person responsible for the acquisition order should be notified when a pre-allocation that is attached to the acquisition order is changed or deleted.

(MWS122/E) Notify responsible when Acquisition order is changed/deleted.

(Two fields)

… whether the person responsible for the demand order should be notified when a pre-allocation that is attached to the demand order is changed or deleted.

(MWS121/P) Default notification … tags for the pre allocation (that is, the messages that will be sent to the pre allocation responsible).

Follow These Steps

Settings on Order Type

  1. Start Order type:

    • ‘Req/Distr Order Type. Open’ (CRS200)
    • ‘Manufacturing Order Type. Open’ (PMS120)
    • ‘CO Type. Open’ (OIS010)
    • ‘PO Type. Open’ (PPS095).

  2. Fill in the ‘Reschedule when pre-allocation supply sides change’ field. This field indicates whether a change of date for the preallocations acquisition order line will result in the confirmed delivery date on the pre-allocated demand order line being rescheduled.

  3. Fill in the ‘Pre-allocation maintenance on quantity change’ field.

    This indicates whether pre-allocation maintenance (MWS121) should be activated by a change of quantity below the pre-allocated quantity on an order. The valid alternatives are:

    0 = No

    1 = Only for change of quantity on the acquisition order

    2 = Only for change of quantity on the demand order line

    3 = For any change of quantity.

    Settings on Warehouse

  4. Start ‘Warehouse. Open’ (MMS005). Open the G panel.

  5. Activate the ‘Cross-dock on/off’ field.

  6. Enter the number of days and/or hours in the future that pre-allocations will be considered for cross-docking in the ‘Planned CD time fence’ field.

  7. In the ‘Opportunity CD time fence’ field, enter the number of days ahead that demands in the material plan (MMS080) activate cross docking. Cross docks form the material plan is called opportunity cross dock.

    Settings for Notifications (Messages)

    The basic settings for application messages are set in ‘Settings – Application Messages’ (CRS424).

  8. In the ‘Message type’ field, enter message type 250–256. This field is used to classify messages.

  9. Create the message type by pressing F14=Create message type.

  10. To set the rules for the pre-allocation notifications (messages), start ‘Notification Requirement. Open’ (MWS122).

  11. Fill in the ‘Warehouse and Order category’ fields on the B panel.

  12. The Responsible and ‘Order type’ fields are optional to fill in.

  13. Open the E panel and set the rules for whether a message will be sent to the person responsible for:

    The acquisition order when a pre-allocation it is attached to is changed or deleted

    The demand order when a pre-allocation it is attached to is changed or deleted.

  14. Open the (MWS121/P) panel. Here are the settings for notify the pre-allocation responsible (pre-allocation itself). These settings will also be displayed as default on the (MWS121/E) panel.

    When searching for default notification flags, the system searches according to the following hierarchy:

    1. Look for full key: warehouse, responsible, order category, order type

    2. Erase the order type and try again

    3. Erase responsible and order type and try again.

    Note this does not affect who gets notified, only if someone is notified.

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