Allocation: Allocation Table Referencing a Purchase Order 

Use

You can create an allocation table referencing a purchase order. You use this function primarily if you cannot finally determine the recipients and comparison ratios for the allocation table at the point of the purchase order.

Prerequisites

You can only reference order items flagged as being relevant to a stock split (the Allocation table relevant indicator in the additional item data).

Features

When you create an allocation table, you can select purchase orders using a number of different criteria, for example:

·        Purchase order number

·        Vendor

·        Person who created the contract

·        Receiving site

·        Article or merchandise category (any hierarchy level)

·        Delivery data for distribution center

·        Type of purchase order (vendor order or warehouse order)

You can only refer once to an order item when creating an allocation table item. Select the items from one or more purchase orders. The system converts each order item to an allocation table item and all you have to do is enter the data specific to the allocation table.

You can enter a unit of measure that differs from the unit of measure entered in the purchase order. If a conversion rule has been defined for the units of measure in the article master, the system automatically converts the quantity to the new unit of measure.

For an allocation item created like this, you no longer create a vendor order as a follow-on document. Consequently, you can only use those allocation table item categories that do not allow purchase orders to be created as follow-on documents. Since goods are to be delivered from a vendor to a distribution center and then to the recipients, the system retains merchandise distribution data for this allocation table items.

In addition, the system transfers certain data from the purchase order that you cannot change in the allocation table. This applies, for example, to the articles, the vendor and the distribution center (this corresponds to the site in the purchase order).