General classic allocation process
In general, the application performs the following steps for classic allocation:
- Pre-allocation uses an order selection model to determine the lot or lots from which to allocate the order considering product rotation rules and any lottable criteria requirements entered on the Shipment Order screen. Pre-allocation also determines how many pallets, cases, inner packs, and so on, are needed.
- Allocation uses the results
of pre-allocation to determine what specifically needs to be picked. The type
of information created depends on the type of allocation strategy used for the
item. These include:
- Traditional (firm) allocation - allocation determines and reserves the specific location, license plates, and quantity to pick for each item. This can be viewed on the Pick Detail tab of the shipment order once allocation is complete.
- Dynamic (soft) allocation - allocation only identifies the various units of measure and quantities to be picked. The specific location and license plates are determined during the Dynamic Picking process. The results for this type of allocation strategy can be viewed on the Demand Allocation tab of the shipment order once allocation is complete.
- Cartonization uses the results of allocation to determine how to package incomplete pallets, cases, innerpacks, and so on. After an order is allocated, the application cartonizes the order by assigning case IDs to each line item that fits in a single carton, based on the carton group assigned to that Item.