Pre-Allocation

This document explains the process flow in pre-allocation, which is when all or part of an acquisition order line (PO, DO or MO) is promised to a demand order line (CO, RO, MO-material or DO).

Pre-allocation can be done at any time providing both the acquisition order and the demand order are released orders. The acquisition order can also be a planned order if status is equal to or greater than 20.

Changes to the delivery of an acquisition or demand order may need to be communicated to the person responsible for the pre-allocation, acquisition order or demand order. This is facilitated by M3 Mail.

Re-planning

If the acquisition order line is replanned according to the delivery date, then the demand order line will automatically be re-planned if the link between them is one to one. If the link is one acquisition order line to many demand order lines, then the demand order line will also be replanned automatically.

If the link is many acquisition order lines to one demand order line, then you cannot re-plan the demand order line.

Changes to the delivery of the acquisition or the demand order may need to be communicated to the person responsible for the link or the person responsible for the order. This is facilitated via M3 Mail.

Outcome

The process results in a pre-allocated order, which will be allocated during the goods receipt flow.

Pre-allocation is used for:

  • Demand that will be supplied by planned receipts
  • Internal and external orders that create demand in combination with a stock shortage.

Pre-allocations are stored in the MPREAL file.

Changes in supply that jeopardize pre-allocations may activate subsequent events such as mail messages and rescheduling.

Before You Start

  • A demand order (CO, RO, DO) must be released.
  • An acquisition order (PO, DO, MO) must be released or firmly planned.

Follow These Steps

  1. Create Demand Order Lines

    Enter an order that creates a demand. It can be a requisition, distribution, customer or manufacturing order.

    Release the order. Since there is a stock shortage, the order will not be raised to status 33=Allocated.

    Select option 39='Pre-Allocation' in front of the order line. This activates 'Pre-Allocation. Perform Detailed' (MWS121). Sorting order 1 is displayed by default. This is the demand perspective of pre-allocation.

  2. Create Acquisition Order Lines

    The order can be a purchase, manufacturing or distribution order.

    Select option 39='Pre-allocation' in front of the order line to be pre allocated. This activates 'Pre-allocation. Perform Detailed' (MWS121). Sorting order 2 or 3 is displayed by default. These are the acquisition perspective of the pre-allocation.

  3. Select Planned Issue or Receipt in the Material Plan

    Start 'Material Plan. Open' (MMS080).

    Select option 39='Pre-allocation' in front of the order line to be pre allocated. This activates 'Pre-allocation. Perform Detailed' (MWS121). Sorting order 1 or 2 is displayed depending on whether an acquisition order or a demand order was selected in (MMS080).

  4. Create Pre-Allocation

    • From a Demand Order Perspective

      If an acquisition order (or orders) that meet demand is created and released, it will be displayed and can be pre-allocated from (MWS121).

      If no acquisition order that meets demand has been created and released, you cannot pre-allocate.

      Perform the pre-allocation by selecting one or more of the displayed acquisition orders, entering a quantity and pressing Enter.

    • From an Acquisition Order Perspective

      If a pre-allocation exists, it will be displayed here. You can only maintain, not create, pre-allocations from the acquisition perspective.

      If there are no pre-allocations created for this acquisition order, the panel will be empty.

      Maintain the pre-allocations by selecting one or more of the displayed demand orders, entering a quantity and pressing Enter.

    • From a Material Planner Perspective

      Perform the pre-allocation by selecting one or more of the displayed demand/acquisition order lines, entering a quantity and pressing Enter.

    • Pre Allocate from the Menu

      Open 'Pre-Allocation. Perform Detailed' (MWS121).

      Perform the pre-allocation by selecting one or more of the displayed demand/acquisition orders, entering a quantity and pressing Enter.

  5. Managing Pre-Allocation Rescheduling

    This function manages the process of changing the planning date (and consequently the confirmed delivery date in the case of customer orders) of demand order lines when the pre-allocated (or referenced) acquisition order line has its accepted receipt date changed.

    Depending on the settings, the quantity change on a pre allocated order will also affect pre-allocation.

    All pre-allocations for the acquisition are updated automatically by using this function. (This could include many demands supplied by one acquisition.)

    You cannot reschedule if several supply orders are connected to one demand order.

  6. Allocate Activities During Goods Receiving

    The system checks for pre-allocations.

    After receipt of the acquisition order is validated and ready for stock entrance, (MMMNGRCT) is activated automatically and obtains information about the:

    • Item/warehouse combination
    • Acquisition order category
    • Status for the item to put into stock.

    Should a cross-docking location be notified? (Yes, if it is within a pre-allocation cross-docking time fence.)

    Select, suggest and put away in a cross-docking location.

    From the goods receiving function, 'Cross Dock Results. Open' (MWS160) is activated automatically by pressing Enter with the cursor in the Quantity field. Select the location and quantity to be cross-docked and update by pressing F14.

    Allocate the demand order line (cross docked goods).

    The cross-docked and pre-allocated demand order will automatically be allocated as soon as (MWS160) is updated. The allocation is stored in the MITALO file.

    The demand order's pre-allocation is automatically deleted from the MPREAL file.

Workflow for Managing Group Pre-Allocation

This function is often used by the fashion industry. The purpose of this function is to begin with a specified group of demand lines and then to find an appropriate acquisition order lines to pre-allocate for each demand order line. Once a match is found, (MMMNGPRA)—which updates the MPREAL file—is activated to create the pre-allocation.

On the (MWS120/A) panel, a specified group of demand order lines from a specified demand order or manufacturing schedule will manage the automatic assignment of pre-allocations.

When searching for an acquisition order proposal to group pre allocate from the schedule number the search is done in the following sequence:

  1. Search for proposal with finish date less than or equal to demand order planning date.

  2. If no proposals with earlier finish date are found then search for proposals with finish date > demand order planning date

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