Purpose
This process allows you to create allocation rules using data from the Retail Information System (RIS).
Alternatively, you create allocation rules manually, without the help of data from the RIS.
Allocation rules allow you to process allocation tables with a high degree of automation and standardization. This is possible when stock of a particular article is always split up among certain sites or groups of sites in the same relative proportions.
The allocation rule defines the sites or site groups among which stock is to be split. An allocation rule can also be assigned to a particular article or merchandise category or merchandise category hierarchy level. In this case the system checks in the allocation table whether the article in the item has been assigned directly or via the merchandise category hierarchy.
Model allocation rules are a special kind of allocation rule. They support allocation rule generation: you group together sites in base site groups (allocation categories) according to a number of key figures and using an existing model allocation rule. The number of allocation categories to be created as well as the quotas valid for the sites in an allocation category are taken from the model allocation rule.
You can also generate an allocation rule without using a model allocation rule. The key figures determined for a site are used as the quota allocated to the site.
Process Flow
If you wish the latter to be the case, you must first create a model allocation rule for the merchandise category, hierarchy level or article.
Notes and Remarks
The key figures used (such as sales) are defined via the key figure category in the Customizing system.