Allocation: Example of Allocation Rule Generation with Allocation Categories
The following example illustrates how you generate an allocation rule with allocation categories for a merchandise category.
Data required
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Allocation rule type: standard allocation rule-
Site group: G001Site group G001 comprises the following sites: B002, B003, B004, B005, B006, B007, B008
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Merchandise category: leisurewear-
Validity period: beginning of next month
The model allocation rule is determined from the merchandise category (leisurewear) entered and is made up as follows:
Category |
Description |
Quota (Ratio) |
1 |
Best-selling stores |
600 |
2 |
Standard stores |
300 |
3 |
Slow-selling stores |
150 |
The key figure in the sites in group G001 is the sales figures including tax for the merchandise category "leisurewear."
Sites |
Sales in thousand $ |
B002 |
20 |
B003 |
60 |
B004 |
100 |
B005 |
0 |
B006 |
140 |
B007 |
60 |
B008 |
100 |
Generating an Allocation Rule
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The system searches among the sites in the group for the site with the highest sales volume. This is B006 with $140.-
The upper limit of the first site group, allocation category 1 (best-selling sites), is set with the maximum value.-
The upper limit for the remaining categories is calculated in relation to the first category:600 to 140 corresponds to 300 to 70, so 70 is the upper limit for category 2.
600 to 140 corresponds to 150 to 35, so 35 is the upper limit for category 3.
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Results:
Category |
Sales from |
Sales to |
1 |
71 |
140 |
2 |
36 |
70 |
3 |
0 |
35 |
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Header and item data is copied from the model allocation rule.-
The sites are assigned to allocation categories in line with their key figures. They are then assigned the quota (upper limit) defined for the allocation category.
Sites |
Sales |
Base site group |
Quota |
B002 |
20 |
Allocation category 3 |
150 |
B003 |
60 |
Allocation category 2 |
300 |
B004 |
100 |
Allocation category 1 |
600 |
B005 |
0 |
Allocation category 3 |
150 |
B006 |
140 |
Allocation category 1 |
600 |
B007 |
60 |
Allocation category 2 |
300 |
B008 |
100 |
Allocation category 1 |
600 |
The system creates a list of information on the allocation rules to be generated. Only once you have selected an item on the list and saved it are the allocation rules for it created as a document in the system.