You make all the relevant settings to carry out product allocations in APO.

1. Which criteria are used for assignments and allocations?

For example, sales organization, customer or distribution channel

2. Do unused quantities from earlier periods, which could be used in an availability check for the current period, exist?

If yes, how long is the consumption period? How many past and future periods should be included in the current product allocations check?

3. Should product allocations be carried out in one or more steps? Example:

1. Step: Evaluate product allocation quantities at plant level

2. Step: Evaluate product allocation quantities at customer level



We recommend that you group the periods and consumption periods together as described in the following example in order to obtain consistent results between the individual steps. Note: the flexibility of the product allocations check is increasingly restricted with each step. The steps must be sorted in descending order – similar to a funnel – according to the length of the consumption period. The periodicity is thereby insignificant.

Example

01.01.98	Periodicity	Consumption period
STEP 1	Monthly	from -1 to +3 (12/97-4/98)
STEP 2	Weekly	from -2 to +5 (50/97-6/98)
STEP 3	Daily	from –4 to +4 (27.12.97-05.01.98)

Calculation Example

 

4. For which period should the allocation be active?

Maintaining Field Catalogs

Creating Product Allocation Objects

Creating Product Allocation Groups

Creating Product Allocation Procedures

Creating Sequences of Product Allocation Procedures

Maintaining Check Instructions

Connection to the Planning Area