IS Retail Allocation

[Former Member]

Hi

Can somebody who worked on IS Retail Allocations, give me explanatory notes on Allocations in IS Retail. Plz send me some notes at yahoo ID nanda_kpl.

Thanks & Regards

Kapil

[Former Member · Accepted solution]

Allocation

Use

You can use this business scenario to distribute a centrally planned quantity of goods to a large number of stores on specific delivery dates. This quantity distribution can occur dynamically by means of allocation strategies (with optional access to SAP BW, for example).

The flow of products is then triggered by follow-on processing, that is, procurement and issue documents are automatically created by the system. Alternatively, you can also generate allocation tables automatically with reference to standard purchase orders or vendor orders that have been generated or created based on detailed assortment planning (in particular, purchasing lists). This way, quantity distribution of the planned assortment in the purchase list is performed to the recipients.

Allocation tables are used, for example, to allocate seasonal merchandise, eliminate warehouse stocks, initially distribute new products and distribute promotional goods. You can use payment advices to control communication between the head office and recipients.

Prerequisites

Business Partner SAP Application Component Configuration

Vendor SAP ECC 6.0, SAP BW 3.0a

Use the SAP Solution Manager

...

Manual Processing of Allocation Table

Purpose

You can use this business process to create allocation tables, to define variable quantity distribution to the individual recipients, and as part of follow-on document generation, to generate (at any point in time) automatic standard purchase orders/vendor orders and stock transport orders, sales orders or deliveries.

In this business process you can decide in each case if the merchandise is to be procured from vendors as consignment goods for the distribution center and if the merchandise is also to be forwarded as consignment goods to the stores.

Following creation of the allocation tables, you can also inform the affected recipients (and in some cases, the distribution centers also) of the expected quantities and delivery dates, or you can involve the recipients in quantity distribution by means of requirement queries.

Prerequisites

You can implement SAP R/3 Enterprise 4.70 as a minimum prerequisite.

In certain circumstances an allocation-table-relevant vendor order exists.

Process Flow

...

The business processes run as follows:

1. Preparatory activities (optional) (SAP R/3)

a. Creation of site groups for use in allocation table

b. Creation of allocation rules (site groups and fixed distribution)

2. Create allocation table (SAP R/3)

a. Enter dates (delivery dates distribution center and recipients), articles, quantities and their units of measure

b. Enter recipients (manually, by way of site group or recipient determination, and distribution of the total quantities to the recipients manually using dynamic allocation strategies (possible with BW access) or using static allocation rules. In cases where allocation rules are used, entry of recipients is not applicable since these are normally already integrated).

c. Optionally, you can create the allocation table with reference to an existing vendor order, a shipping notification or a contract. In this case, the articles to be distributed, the total quantities per article and their units of measure, the distribution center, and the distribution center delivery date are already fixed.

3. Call an allocation strategy (SAP R/3)

a. For each allocation item, you can distribute quantities using an allocation strategy that can be defined for each allocation item.

b. This allocation strategy can, under certain circumstances, access data (for example, historical sales) from SAP BW.

4. Provide data for the allocation strategy (SAP BW)

a. Call-up of the query requested by SAP ERP and provision of this data as quota/quantity to SAP ERP.

5. Process data in the allocation strategy (SAP R/3)

a. Using the quotas/quantities provided by SAP BW, an individual quantity distribution of the entire quantity is then carried out to the individual recipients.

6. Notify recipient (SAP R/3)

a. Send notifications by EDI, fax, mail or printout

b. If necessary, you can use request queries to involve the recipients in quantity distribution by means of request notifications

7. Create follow-up documents (SAP R/3)

a. Standard purchase orders/vendor orders from vendor to distribution center or also direct delivery orders from vendor to recipient

b. If an open-to-buy (OTB) check is activated in the procurement process, then the follow-on documents from the allocation table are also checked against the OTB and a dateline is created optionally in these purchase orders that enables deadline monitoring by procurement monitoring.

c. Stock transport orders

d. Sales orders

e. Delivery

Result

Once the standard purchase orders/vendor orders have been created as follow-on documents for the allocation table, the merchandise can be delivered to the distribution center and then distributed to the recipients by means of the stock transport orders, sales orders, or deliveries.

In the case of direct delivery orders, it is also possible to supply recipients directly.

If a change occurs to the standard purchase order/vendor order for which an allocation table exists, and for which no follow-on document has yet been created for one of the recipients, then synchronization of this change (delivery date distribution center, quantity, unit of measure, distribution center or allocation table relevance indicator/ processing procedure distribution center) occurs in the allocation tables affected by the change. This occurs in order that you can always create the final recipient documents with up-to-date data.

Automatic Processing of Allocation Table

Purpose

This business process enables you to generate allocation tables automatically (at a certain point in time). The allocation tables are generated with reference to standard purchase orders or vendor orders that have been generated or created based on detailed assortment planning (in particular, purchasing lists).

During the generation process, quantity distribution of the planned assortment in the purchase list is performed to the recipients. This quantity distribution can occur dynamically by means of allocation strategies (with optional access to SAP BW, for example).

As part of the follow-on document generation, stock transport orders, sales orders or deliveries are generated automatically (at a fixed point in time). Here, you can determine in each case whether the merchandise is to be forwarded to the recipients as full-price goods or consignment goods.

Following creation of the allocation tables, you can also inform the affected recipients (and in some cases, the distribution centers also) of the expected quantities and delivery dates, or you can involve the recipients in quantity distribution by means of requirement queries.

Prerequisites

This business process is based on an already created purchasing list and at least one existing standard purchase order or vendor order for a purchasing list.

Process Flow

...

The business processes run as follows:

1. Automatic generation of allocation tables with reference to purchase orders based on detailed assortment planning (SAP ECC)

a. Selection can, for example, be made using the assortment type, the number of the purchasing list, or also using individual purchase order documents

b. The allocation tables to be created can be grouped by organizational data (purchasing organization, purchasing group), purchase order document number, or by the planned delivery data in the distribution centers

c. Different distribution procedures are called for with the different key figure types planned in the purchasing list, fixed allocation of initial buy and reallocation of initial buy.

With key figure type fixed allocation of initial buy, the quantities are distributed equally, that is, each recipient of an assortment receives the same quantity of the merchandise which has already been assigned in the purchasing list.

With key figure type reallocation of initial buy, the quantities are distributed dynamically by means of allocation strategies.

2. Call an allocation strategy (SAP ECC)

a. In the case of each purchase order item, for which quantities have been assigned in the purchasing list using key figure type reallocation of initial buy, an allocation strategy is assigned during generation of the allocation table and this is called up automatically.

This allocation strategy can, under certain circumstances, access data (for example, historical sales) from SAP BW.

3. Provide data for the allocation strategy (SAP BW)

a. Call-up of the query requested by SAP ERP and provision of this data as quota/quantity to SAP ERP.

4. Process data in the allocation strategy (SAP ECC)

a. Using the quotas/quantities provided by SAP BW, an individual quantity distribution of the entire quantity is then carried out to the individual recipients.

5. Overview of generated allocation tables via allocation table list (SAP ECC)

a. If errors occur during generation of the allocation table, these are logged. Following the generation, you can use the list of allocation tables to gain a quick overview of possible necessary reworking of the generated allocation tables. You can branch directly from the list of allocation tables to allocation table processing.

6. Process incomplete allocation tables (optional) (SAP ECC)

a. When processing the allocation tables, you can complete them if necessary or modify the dates or the quantity distribution in general.

7. Notify recipient (SAP ECC)

a. Send notifications by EDI, fax, mail or printout

b. If necessary, you can use request queries to involve the recipients in quantity distribution by means of request notifications

8. Create follow-up documents (SAP ECC)

a. Stock transport orders

b. Sales orders

c. Delivery

Result

Once the follow-on documents have been created for the allocation table, the merchandise can be distributed to the recipients by means of the stock transport orders, sales orders, or deliveries.

If a change occurs to the standard purchase order/vendor order for which an allocation table exists, and for which no follow-on document has yet been created for one of the recipients, then synchronization of this change (delivery date distribution center, quantity, unit of measure, distribution center or allocation table relevance indicator/ processing procedure distribution center) occurs in the allocation tables affected by the change. This occurs in order that you can always create the final recipient documents with up-to-date data.