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Process documentationSteps in Order Allocation Run Locate this document in the navigation structure


The allocation process begins with the creation of sales orders and stock transport orders (STO) along with the availability check. Only STOs with Sales and Delivery (SD) delivery as a follow-on document are considered for allocation. The allocation run is executed in normal and simulation modes. You can carry out the allocation with all functions both online and in the background.


The following steps are involved in the ARun process:

  1. Selection

    In this step, you determine the stock that allocation run accesses. The system considers the physical stock (stock at the storage location and batch stock) and future receipts (purchase orders and shipping notifications) when it allocates the stock. For more information, see Selection Rules.

  2. Requirement Filter

    In this step, you can verify if the selected orders have the following checks:

    • Checks for sales orders

      • Header Credit Check: The system checks credit at the order header level.

      • Cancel Date: The system checks the order cancel date at the order item level.

      • Season: The system checks that items within an order have a valid season assigned.

    • Checks for stock transport orders

      • Season: The system checks that items within an order have a valid season assigned.

    Depending on the result of these checks, the orders can then be excluded from the allocation process. For more information, see Requirement Filter

  3. Requirement Grouping

    In this step, you define conditions for grouping requirements that fulfill the same criteria during an order allocation run. Grouping the requirements is a prerequisite when you use spread distribution allocation logic. For more information, Requirement Grouping.

  4. Stock and Requirement Sorting

    In this step, you define a rule to sort requirements and stock. Depending on your settings, you can override the original sequence of incoming orders for the allocation process. This sorting rule enables optimal distribution of an insufficient quantity of stock among the existing orders according to specific criteria. For example, customers with high priority due to their sales volume or their importance in the market are given preference and are supplied with goods first. For more information, see Requirements and Stock Sorting.

    Note Note

    If you do not define any sort rule or the sort rule does not contain a sorting parameter, the requirements and stock are sorted in a random sequence.

    End of the note.
  5. Allocation

    In this step, the system allocates the available stock to the selected orders according to the defined allocation logic. Allocation is possible using the FIFO (First-In-First-Out) principle or the principle of proportionate distribution based on the requirement quantity (spread logic). Requirement grouping is a prerequisite when you use spread allocation logic. When you use FIFO logic with the Only Up To Release Quantity checkbox selected and if you have defined a maximum quota for a schedule line in the release rule, the system allocated only up to that quantity. For more information, see Allocation.

  6. Release Rules

    In this step, the system checks whether the minimum percentage of quantities that are defined at different levels of release rules are fulfilled. If not, the allocated quantity can either be reserved for a certain order or the stock is used for the next selected order. For more information, see Release Rule.


In the next step, you can create a delivery for the articles that have passed the release checks and then post the goods issue.