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Retailers often have to centrally distribute merchandise among a large number of recipients (for example, stores). One example would be fashion merchandise or promotional items. Using allocation tables, you can plan the distribution of this type of merchandise and then trigger the necessary goods movements.

You can have the merchandise delivered directly from the vendor to the recipient, from the vendor to a distribution center and then to the recipient, or from a distribution center to a recipient. You use notifications to coordinate communication between headquarters and the recipients. After you have completed the planning stage, you can then have the system automatically create documents for procuring or delivering the goods.


Normally in SAP Retail, a site can either be a store or a distribution center. In allocation tables, however, a distinction is made between sites and distribution centers. A site is the recipient of merchandise. This is usually a store but can also be a distribution center.

Distribution centers in allocation tables are of significance when goods are not delivered directly from the vendor to the sites but to the distribution center. The distribution center then splits it up among the sites.


Required function:

Required component:

Generation of allocation rules based on data in the Retail Information System

Retail Information System (RIS)

Listing check and listing in allocation tables


Generation of an allocation table for a promotion in subsequent processing for a promotion


Generation of an allocation table in Merchandise and Assortment Planning

Merchandise and Assortment Planning

Generation of purchase orders as follow-on documents for an allocation table


Generation of deliveries as follow-on documents for an allocation table

Logistics Execution


You can define allocation rules and then use them as a reference when subsequently creating allocation tables. An allocation rule can be valid for an article or for a whole merchandise category. It contains the sites and the proportion of the merchandise each is to receive. This information is then used in the allocation table to calculate the quantity each site is to receive.

SAP Retail enables allocation rules to be generated automatically. This is based on key figures you select from the Retail Information System (RIS). You can include either planning or statistics data in the allocation.

You create an allocation table in SAP Retail to split up a specific quantity of merchandise. The allocation table contains all the important information on how the merchandise is to be distributed, such as the articles to be allocated, the source of supply, the recipients, the quantity each is to receive and the delivery dates.

You also determine the goods movements (for example, direct-store-delivery) at this point. You can have the system suggest the sites. To do this, you enter an allocation rule or a site group. You can include your own allocation strategy via a user exit. You can change any default data suggested by the system.

The allocation function also enables information to be exchanged between the head office and sites and distribution centers. Data is exchanged in the form of notifications; these are used by head office to let the sites know to expect a goods receipt and by the stores to make their requests known to head office.

After you have completed planning merchandise distribution in an allocation table, you can have the system automatically generate documents for procuring or delivering the stock. The type of documents created depends on the type of goods movements planned.

If you plan goods to be delivered from a vendor to the distribution center and then to the recipients in an allocation table, the system updates the merchandise distribution data when follow-on documents are generated. This data is later used for the merchandise to be distributed in the distribution center.


You can only use Allocation if you use SAP R/3 Retail.


See also:

Background Processing: Allocation



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