Allocation Table with Reference to an OAPC-Based Purchase Order 

Use

You can generate an allocation table with reference to a purchase order based on operational assortment planning and control (OAPC). This allows you to access allocation data that you have already entered in OAPC and in the relevant purchasing list. The initial buy allocation indicator that you have set in the purchasing list controls whether the system uses distribution data from the purchasing list when it generates the allocation table, or whether it uses the allocation strategy to perform variable distribution of specified quantities.

Integration

·        The system uses the data in the purchasing list and the corresponding purchase orders for distribution purposes.

For more information, see Operational Assortment Planning and Control.

·        You can generate allocation tables with reference to a purchase order on the basis of OAPC online or in the background.

Prerequisites

·        You have generated vendor orders on the basis of the purchasing list using the order list and the grouped purchase order document.

·        You generate allocation tables for purchase orders or purchase order items that are relevant for allocation and were created in purchase order processing in Seasonal Procurement.

Features

·        To generate an allocation table, you can use different criteria to select purchasing list items and the related purchase orders and purchase order items.

·        To calculate the quantity for an item in an allocation table, the system takes account of the Fixed Initial Buy Allocation indicator or the Reallocation of Initial Buy indicator.

¡        Fixed Allocation of Initial Buy

To every recipient that it determines using the assortment, the system assigns the quantity specified in the purchasing list item. The quantity cannot be changed as it is linked to the actual capacity available.

The total quantity of the item, the planned quantity, is derived from the cumulated quantities for the recipient. The system compares the planned quantity with the quantity from the purchase order item (= quantity in the distribution center).

¡        Reallocation of Initial Buy

The system uses the specified allocation strategy to calculate the quantities for the recipient, based on the quantity of the order item.

·        You can enter different criteria to group allocation table items.

If you do not enter criteria for the grouping, the system generates allocation table items for all the purchase order items in a purchase order in one allocation table.

·        You can define other parameters to generate an allocation table:

¡        Allocation table type

¡        Allocation strategy

¡        Variant of the allocation strategy

You can only generate single-level allocation tables, as vendor orders already exist. As follow-on documents of the allocation table that you generate with this function, you can therefore only create procurement documents from the recipient for the distribution center, for example, stock transport orders.

·        During the generation process, the system creates a log with information about the allocation table and about individual items in the allocation table. The log details, for example, all the items in the allocation table that are incomplete.

·        Certain data from the purchase order is predefined and therefore cannot be changed in the allocation table. This applies, for example, to the article, the vendor, and the distribution center (that corresponds to the receiving site in the purchase order).

Activities

On the SAP Easy Access screen, choose Logistics → Retailing → Merchandise Logistics → Merchandise Distribution → Allocation Table → Generation for Purchase Order Based on Detailed Assortment Planning.

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       1.      You enter criteria to select purchasing list items and corresponding purchase order items for which you want to generate allocation tables.

       2.      The system selects all the purchasing list items and purchase order items that match these criteria.

       3.      The system checks whether the item category of the allocation type specified is a single-level item category.

       4.      The system groups and generates allocation tables and allocation table items. It takes into account quantity calculation data and distribution data from the purchasing list.

       5.      When the system posts the allocation table, it updates the allocation number and allocation item in the purchasing lists and the purchase order items.

       6.      The system creates a log for the generation of the allocation table.

       7.      You process any incomplete allocation table items manually.