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Function documentation Allocation Rules Locate the document in its SAP Library structure

Use

Allocation methods make use of different rules by which to determine allocation quantities.

Prerequisites

You define allocation rules in Customizing for Customer Relationship Management under Marketing ® Marketing Planning and Campaign Management ® Allocation Planning ® Define Allocation Rules.

Features

Allocation Methods

The quantities allocated are determined by allocation rules assigned directly to the relevant product(s) and based on allocation methods. SAP supplies three such allocation methods as standard, others may be added by means of Business Add-Ins (BAdIs):

The quantity allocated is set at a fixed amount, independent of other factors.

The quantity allocated depends on an attribute within the business partner master record like a retailer's geographical location or store size category, for example.

This method is used to ensure a particular quantity of products is always available ("visible") throughout the duration of a campaign and is concerned mainly with refilling product quantities as they become depleted. The allocation rule used here is based on previous sales data, to which an additional expected percentage increase known as a "lift" factor can be added.

Process

Reading an allocation rule:
The system reads an allocation rule in the following way:

  1. The system locates the business partner in the business partner profile table, and then reads the relevant attribute (for example store size) in this table.
  2. In the business partner attribute table, the system then determines the allocation quantity by reading the value for the attribute store size.

    3. Example

    Store

    Store Size

    1

    Small

    2

    Medium

    3

    Large

     

  3. Having determined the store size, the system then reads the business partner attribute table to determine the quantity for the relevant store size.

    4. Example

    Store Size

    Quantity

    Small

    100

    Medium

    200

    Large

    300

     

  4. If allocation rule used is the fixed method, then the fixed value is allocated.
  5. If the allocation rule uses the visibility method, then the following information is also retrieved:
    Get duration (number of weeks)
    Get lift factor
    Get product share
    Get average sales
    Allocate (duration in weeks X (total sales rate X product share X number of items in promotional product))
    Round planned quantity.
    Check minimum and maximum quantity.
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