Dynamic Rounding Profile
Use
You use dynamic rounding profiles to round to multiples of a unit of measure, thereby changing the unit of measure. Dynamic rounding profiles are highly suited for rounding to complete logistical units of measure (such as whole pallets).
Prerequisites
In Customizing, you must define a rounding profile, a rounding rule, and a unit of measure group. For more information, see Master Data and Customizing for Quantity Optimizing .
Features
In Customizing, you define how dynamic rounding takes place, by defining a dynamic rounding profile, a rounding rule, and a unit of measure group. Rounding profiles and unit of measure groups are then assigned to the articles using master data maintenance.
Dynamic Rounding Profile
A dynamic rounding profile consists of a rounding rule and a rounding method.
Rounding method
The rounding method controls how rounding is performed. The rounding methods that are possible are predefined in the system. The following are examples of possible rounding methods:
Rounding to a multiple of the order/sales unit without a change in the unit of measure.
Rounding to a multiple of the order/sales unit with a possible change to the unit of measure (for example, to larger units, such as pallets).
Rounding rule
The rounding rule consists of units of measure and percentage threshold values. You can define your own rounding rules in Customizing. You do this by assigning a threshold value at which the system rounds up or down, to each unit of measure. The rules for conversion between the different units of measure must be defined in the relevant article master.
Unit of measure group
The unit of measure group specifies which units of measure are allowed for the vendor or the recipient of the goods. The units of measure to be used in rounding are derived from the rounding rule and the units of measure to be used for the article. If you wish to round to a specific unit of measure, the system performs the following checks based on the settings in the rounding profile:
Is the unit of measure contained in the unit of measure group for the article from the vendor?
Is the unit of measure contained in the unit of measure group for the article from the distribution chain?
Example
Starting point
An article can be ordered in boxes, layers or pallets. In purchase orders, the system should round to the unit of measure most suitable for logistics purposes.
Settings in Customizing
Rounding Rule for the Dynamic Rounding Profile
You first define rounding rule 01 for later use in a dynamic rounding profile.
Rounding rule |
Unit of measure |
Round up (%) |
Round down (%) |
|---|---|---|---|
01 |
Box |
50 < |
Not allowed |
01 |
Layer |
70 < |
Not allowed |
01 |
Pallet |
90 < |
Not allowed |
Dynamic Rounding Profile
For this example you define rounding profile 0001 with the following main parameters:
Rounding method 2
Rounding to a multiple of the order/sales units of measure with a possible change to the unit of measure.
Rounding method 01
Unit of measure group
You use unit of measure group 0010 which contains the units piece, box, layer and pallet.
Unit of measure group |
Unit of measure |
Description |
|---|---|---|
0010 |
PC |
Piece |
0010 |
BOX |
Box |
0010 |
LAY |
Layer |
0010 |
PAL |
Pallet |
Data in the Article Master
Rounding profile
You assign rounding profile 0001 to the article in the logistics data.
Unit of measure group
You assign unit of measure group 0010 to the article in the logistics data.
Units of measure of the article
The article uses piece as the base unit of measure. In addition, you assign the following alternative units of measure to the article in the basic data:
Alternative unit of measure |
Conversion to base unit of measure |
|---|---|
Box |
10 pieces |
Layer |
100 pieces |
Pallet |
500 pieces |
Example: Rounding procedure for a quantity of 425 pieces
You order 425 pieces of an article.
The system determines the order quantity by checking the criteria in the rounding rule (see above), from top to bottom, as follows:
The system checks if a whole pallet can be ordered (500 pieces). According to the rounding rule, a pallet can be ordered if it is 90% full (450%). A pallet can therefore not be ordered.
The system checks if layers can be ordered. To cover the quantity required, 5 layers (500 pieces) would have to be ordered. According to the rounding rule, a pallet can be ordered if it is at least 70% full (70 pieces). At least 470 pieces would therefore have to be ordered, ruling out ordering in layers.
The system checks if boxes can be ordered. To cover the quantity required, 43 boxes (430 pieces) would have to be ordered. According to the rounding rule, rounding can be performed if the last box is, at least, 50% full (5 pieces). The order quantity would therefore have to amount to at least 425 pieces, which is the case here.
Result: The order quantity will be rounded to 43 boxes (430 pieces).