Classic Allocation

Allocation places a hard hold on inventory. This means a certain portion of inventory has been reserved for the order and is not available for other orders. This reserves the inventory for a specific lot, location, and license plate as required by the order. Allocated product cannot be moved; but the portion of the item in the location that is not allocated can be moved.

Orders can be allocated one at a time from the Shipment Order screen, or in groups using the Order Processing or Wave features.

Pre-allocation and allocation work together to create candidates and reserve inventory based on the steps used in the pre-allocation, and allocation strategy configuration. The steps used for each are based on the unit of measure to pick and ship each item.

See the Infor WMS Configuration User Guide for additional information on configuring classic allocation strategies.

Note: 

  • It is possible to over-allocate from an assigned forward pick location by activating a system setting (Administration > System Settings) if the AllowOverAllocations option is selected, you can allocate more of the product than is available in the pick location when using the standard (STD) allocation strategy. Replenishment is used to move the inventory to the correct locations for picking. However, the number of items in the warehouse must be sufficient.

    WM allocates orders based on location and lottable combinations for an order. The application references each of the twelve lottable fields stored on the shipment order and attempts to find candidate lots with those attributes.

  • If one candidate lot is found, then that lot is selected for allocation.
  • If multiple candidate lots are found, the application references the Rotate By and Default Rotation fields on the Item master, and selects the lot that meets those requirements.
  • If the application finds one candidate lot that meets the Rotate By and Default Rotation requirements, the lot is selected for allocation.
  • If the application finds multiple candidate lots that meet the Rotate By and Default Rotation criteria, the location is selected using the select by criteria on the allocation strategy.
  • Inventory that has been put on hold cannot normally be allocated; however, you can use special Hold Allocation configuration to allocate held inventory. This information is covered later in this section.

See the Infor WMS Configuration User Guide for additional information on configuring lottables.