Viewing a classic pre-allocation strategy

Select Configuration > Strategies > Classic Pre-Allocation. The Classic Pre-Allocation strategy screen is displayed.

Click the Search icon to display a list of classic pre-allocation strategies.

View detail information by selecting the specific record. Information displayed includes:

Pre-allocation Strategy screen – Header .

Pre-allocation Strategy: ID code of the pre-allocation strategy.
Description: Description of the pre-allocation strategy.
Consider Current Pick Location Inventory When Determining Lots for pre-allocation: Indicates how the system chooses the lots for each item during pre-allocation. If this box is not checked (Off), the system chooses the lot numbers to pre-allocate strictly using inventory balances at the Lot level and the rotation rules identified. If this flag is checked (On), the system considers the current inventory in the forward pick location (Case or Pick) along with the rotation rules to determine the lot numbers that should be pre-allocated.
This feature allows the operation to bypass strict LOT rotation in forward pick locations in situations when there is no inventory for the next lot number in the assigned CASE or PIECE pick location.

Note: If this selection is checked, the System Setting for over-allocation (ALLOWOVERALLOCATIONS) must be turned Off to allow this feature to work correctly. Over-allocation causes the system to allocate the next available lot from forward pick locations when there is not currently enough inventory in the location. It does not make sense to use over-allocation along with this selection to use current location inventory at the same time.

Pre-allocation Strategy screen – Detail

Step Number: Order in which the steps should be processed. This is a numeric value that determines the sort order for how strategy steps should be considered.
Description: Description of the strategy step
UOM: Unit of measure used on the step
Pick Code: System process used to execute that step of the strategy.
Replenishment Strategy: Replenishment locations are selected based on this strategy. Note that each UOM can have a unique replenishment strategy.
Replenishment Putaway Strategy: The system selects the TO LOC based on the assigned putaway strategy. Note that it should be a Case or Piece pick location type.