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Allocation strategies allow specific customer requirements to be met in the allocation process through the use of different allocation algorithms. In Customizing you can assign each allocation table type an allocation strategy, which the system then uses as a default whenever you create an allocation table of that type.


The following strategies exist in the standard system:

The quantity in the allocation table item is split up equally among all the sites.

Allocation based on a replenishment strategy uses a simplified form of stock level check. The maximum stock level in the article master is compared with the available stock in the site and the planned quantity to be ordered/delivered is calculated from the difference. No planned quantity can be calculated for sites that are not listed

A replenishment strategy can only be used if there is at least one site group at item level. No quantities or allocation rules can be maintained in an allocation table based on a replenishment strategy, as the quantity is calculated automatically by the system.

This strategy functions in the same way as the simple replenishment strategy. It also takes structured articles into account.

Where structured articles are split up into their constituent components at goods receipt, the requirement for the header article is determined from consumption figures for the components.

The system uses the variant-creating characteristics of a generic article to determine the value and quota scales valid for a generic article item in an allocation table. If quotas have been maintained, the generic article is distributed among the variants and sites in line with the quotas.

The function module implements the allocation strategy "current stock for returns". It determines the current stock in the stores and enters this as the planned quantity for the site list of a (returns) item.

You can only use the following strategies if you are also using SAP BW and the corresponding Retail Add-On.

The allocation strategy ‘Quotas from SAP BW’ accesses the sales history of the article or merchandise category of an allocation table item for a certain period of time, independently from the query in SAP BW, and returns a quota for each site. The real allocation table quantities for recipients are calculated on the basis of a planned quantity, and using the quotas determined in SAP BW.

The function module provides planned quantities for the recipients of an item, based on data from SAP BW. The planned quantity of the item must be specified.

The following factors can be considered in the allocation strategy "Top Down (SAP BW):

The strategy "Bottom up (SAP BW) is also based on sales quantities and data from SAP BW, however, it is called without a specified planned quantity for the allocation table item and it calculates planned quantities for recipients. Here the planned quantity is the result of the cumulated quantities for the recipient of an item. Sales can be taken into account until a certain date, for example, until the delivery date.

The following factors are considered:




See also:

Requirements Planning: Calculation of the Quantity Required of Header Article from the Component Quantities



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