Classic allocation strategy system and configuration settings

Flag Definition
AllowOverAllocations Select Administration > System Settings to access the system setting flag. The default for this flag is 1 (On), which allows the system to allocate inventory for product in Piece Pick or Case Pick locations, even if the product is not already in the location. Therefore, it is possible for the quantity in the location to be zero, but the allocated or reserved quantity to be greater than zero. This feature enables replenishment to work even though the shortfall triggers higher priority replenishment.
Note: This setting only applies to items using Classic Allocation. The new Allocation strategy allows overallocation to be configured within the strategy.

The table below shows basic classic allocation strategies that have been configured in the system. These standard strategies have been created to provide a variety of allocation logic choices available. These strategies can be modified to meet specific operational needs or new strategies can be created.

Name Description Details
CTNB Full Pallet break, then break by Carton size, not UOM The system breaks up pick commands by full pallet, then cartonizes remaining picks based on carton dimensions. The system does not use Assigned Pick location information.
DACTN Dynamic Picking with Cartonization The system uses cartonization logic to direct the picker and identify which product should be picked together.
STD Break Picks by UOM. Use assigned PICK locations The system creates individual pick commands based on unit of measure, allocating eaches and cases from Assigned Pick locations.
STD2 Clean out all locations - order by location The system creates picks by location without considering unit of measure or location type information (in order to empty locations to open up storage space). The system does not use Assigned Pick location information.
STD3 Dynamic Picking without Cartonization The system does not determine location during allocation but instead sends the information to the picker via RF .
UOMB Break by UOM. Assigned PICK locations not used. The system breaks up picks based on the item’s unit of measure. The system does not use Assigned Pick location information.
UOMP Get non-pallet quantity from assigned Piece-Pick location The system creates individual pick commands by UOM, and gets all non-pallet quantities from an assigned Pick location type.
UOMC Break by UOM - Clean Locations Get pallet quantity first, then case quantity, then less than case quantity. Attempt to clean locations by getting the lowest available quantity first.
QMBF Match Quantity, then best fit The system will first try to find an existing location with the same quantity to match the order. After that, it will look for a location with the best fit for the order quantity
QMCL Match Quantity, then clean locations The system will first try to find an existing location with the same quantity to match the order. After that, it will clean out the locations by selecting the lowest quantity first.
QMEQ Match Quantity, then minimize picks The system will first try to find an existing location with the same quantity to match the order. After that, the system will try to minimize picks by choosing a location that has more inventory than required.
QMLS Match Quantity, then Location Sequence The system will first try to find an existing location with the same quantity to match the order. If there is not a quantity match, the picks will be chosen in location sequence.
STD7 Break picks by Case UOM. Assigned Case Pick location is optional. Allocate by UOM. If a case pick location is assigned, it will be used for Case UOM picks. If there is not one assigned, it will allocate from another location.
STD8 Rotate by Lot. Empty first location for that lot instead of lot. Use rotation rule to find the lot to allocate, then empty the first location for that lot. This breaks normal lot rotation rules if multiple lots are in a location.