ALLOCATION POLICIES SETUP AND CONFIGURATION

Allocation Policies Setup and Configuration

Introduction

Warehouse Management uses allocation policies to determine how various aspects of

the allocation process will function to ensure that product selection is performed
effectively in your facility. You use Allocation Configuration Maintenance to
maintain the ALLOCATION-OPERATIONS, ALLOCATE-WAVE some of the
ALLOCATE-INV policies.

Note: Policies that are not maintained on Allocation Configuration

Maintenance can be configured using Policy Maintenance. For more
information, see the Warehouse Management policy online help.

In This Topic Page

Chapter Configure Allocation Operations Attributes and Behavior 2

Configure Allocate Waves Attributes and Behavior 8

Configure Allocate Inventory Attributes and Behavior 11

Configure Automatic Allocation Attributes and Behavior 15

Configure Pre-Inventory Allocation Behavior 20

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Configure Allocation Operations Attributes and Behavior

Description You use the Allocation Operations tab on the Allocation Configuration Maintenance
window to configure the general attributes and behavior for miscellaneous allocation
operations.

Related This table lists the policy data for the policies that are configured on the Allocation
Policy Data Operations tab of the Allocation Configuration Maintenance window.

Control Policy Data

Allocation Type ALLOCATION-

OPERATIONS/MISCELLANEOUS/ALLOCATION-TYPE
Pick Status ALLOCATION-OPERATIONS/MISCELLANEOUS/PICK-
STATUS
Consolidate By ALLOCATION-
OPERATIONS/MISCELLANEOUS/PERFORM-
CONSOLIDATION-BY
Allow Carrier Override ALLOCATION-
OPERATIONS/MISCELLANEOUS/ALLOW-CARRIER-
OVERRIDE
Warn on Carrier Change ALLOCATION-OPERATIONS/MISCELLANEOUS/WARN-
ON-CARRIER-CHANGE
Use Pallet Estimate ALLOCATION-OPERATIONS/MISCELLANEOUS/USE-
PALLET-ESTIMATES
Show Allocation Summary ALLOCATION-OPERATIONS/MISCELLANEOUS/SHOW-
ALLOCATION-SUMMARY
Apply Carrier Code to ALLOCATION-
Unspecified OPERATIONS/MISCELLANEOUS/APPLY-CARCOD-TO-
UNSPECIFIED
Allow Destination Change ALLOCATION-
OPERATIONS/MISCELLANEOUS/ALLOW-
DESTINATION-CHANGE

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Example: This image is an example of the Allocation Configuration Maintenance window.

Allocation
Configura-
tion
Maintenance
Window

Controls: This table describes the controls on the Allocation Configuration Maintenance
Allocation window.
Configura-
tion Control Description
Maintenance View History Displays the Policy History Display window that lets you
Window view the additions, updates and deletions that have been
made to allocation policies.
Allocation Operations Tab
Allocation Type Type of allocation that is performed. These are the valid
values: PICK-N-SHIP-Commit Inv, Create PckWrk = Commit
inventory, create pick work entries and create shipment
information. Replenishments are not created, even if
inventory is missing. PICK-N-REPLEN-N-SHIP-Commit Inv,
Create PckWrk, Create Replenishments = Commit
inventory, create pick work entries, create any needed
replenishments and create shipment information. Typically,
PICK-N-REPLEN-N-SHIP is selected since top-level items
cannot be created without all of the component items.

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Control Description
Pick Status Status applied to pick work when inventory is allocated for
replenishments, cross docking or pre-inventory picking
(PIP). Released, Complete and Un-Assigned are not valid
pick status options for this policy. These are the valid
values: Pending = Pick work product is reserved for
allocation until automatically released by Warehouse
Management . Hold = Pick work product is reserved for
allocation until manually released by a Warehouse
Management user.
New Displays the Perform Consolidation By window that lets you
specify a consolidation code that determines how picks can
be combined on a single pallet.
Delete Removes the selected consolidation code identifier from the
list view.
Allow Carrier Override Indicates that users can change the assigned carrier for a
shipment when they set up allocation in Shipment Allocation
Operations. The Change Carrier option on the order must
also be enabled.
Warn on Carrier Change Indicates that a warning message will appear when users
change the carrier for a shipment while setting up allocation
in Shipment Allocation Operations.
Use Pallet Estimate Indicates that an estimate of pallet picks, volume and
number will appear while planning shipments in Shipment
Planning Operations, and when selecting shipments for
allocation in Shipment Allocation Operations.
Show Allocation Summary Indicates that the Allocation Summary Display will appear
when allocation for a shipment is complete. You may want
to avoid using this setting for sites that allocate numerous
shipments, as it can hinder system performance time.
Apply Carrier Code to Indicates that users can specify a carrier when they set up
Unspecified allocation in Shipment Allocation Operations for shipments
that do not have an assigned carrier.
Allow Destination Change Indicates that users can change the destination area for a
shipment when they set up allocation in Shipment Allocation
Operations.
Comments Text that explains the function of this policy, or explains why
changes were made, and what effect those changes have
on your operations. Comments appear in Policy History
Display and Policy Maintenance.

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Example: This image is an example of the Perform Consolidation By window. This window
Perform appears when you click New on the Allocation Operations tab on the Allocation
Consolida- Configuration Maintenance window.
tion By
Window

Controls: This table describes the controls on the Perform Consolidation By window.
Perform
Consolida- Control Description
tion By Consolidate By Code that defines how the system should group picks.
Window These are the valid values: Order Number = Only picks for
the same order can be grouped together. Route-To
Customer = Only picks for the same route-to customer can
be grouped together. Ship-To Customer = Only picks for the
same ship-to customer can be grouped together. Shipment
= Only picks for the same shipment can be grouped
together. Stop = Only picks for the same stop can be
grouped together.

To configure allocation operations attributes and behavior

Procedure
1. Take one of these actions.

If you want to... Then...

Configure default values for a Start Allocation Configuration Maintenance.

single or multi-warehouse
environment,
Override default values for a Start Allocation Configuration Maintenance -
specific warehouse in a multi- Override.
warehouse environment,

2. On the Allocation Operations tab, from the Allocation Type list, select the
option that describes the actions that you want Warehouse Management to take
after shipments are allocated. If desired, in the Comments box, type a comment
regarding this change, and then click .
3. From the Pick Status list, select the status (Pending or Hold) that you want
Warehouse Management to apply to the pick work that is created when inventory
is allocated. If desired, in the Comments box, type a comment regarding this
change, and then click .

IMPORTANT: The pick status selected will only apply to allocation that is
performed for replenishments or cross docking. Released, Complete and
Un-Assigned are not valid pick status options for this policy.

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4. If you want to define how Warehouse Management should allocate inventory to

facilitate consolidated pallet picking, then add a consolidation code.
1. Click New.
2. On the Perform Consolidation By window, from the Consolidate By list,
select a consolidation code.
3. Click Save.
4. When a message appears asking if you want to save the information, click
OK.
5. When a message appears asking if you want to add another consolidation
code, take one of these actions:
• If you want to add another consolidation code, then click Yes and repeat
the steps to add a consolidation code.
• If you do not want to add another consolidation code, then click No.
5. If desired, in the Comments box, type a comment regarding this change, and
then click .

Note: This policy can increase the allocation and picking efficiencies in your
facility. For example, if you choose to consolidate allocation by route-to
customer, then when you process multiple orders for the same item with the
same route-to customer, Warehouse Management can allocate the orders to
one pick.

6. If desired, remove a consolidation code.

1. In the Perform by Consolidation area, select the consolidation code you want
to delete, and click Delete.
2. When a message appears asking if you want to delete the consolidation code,
click OK.
3. If desired, in the Comments box, type a comment regarding this change, and
then click .
7. If you want to let users change the assigned carrier for a shipment when they set
up allocation in Shipment Allocation Operations, then select the Allow Carrier
Override check box; otherwise clear it. If desired, in the Comments box, type a
comment regarding this change, and then click .

Note: The Change Carrier option on the order must be enabled before users
can change an assigned carrier.

8. If you want a warning message to appear if users change the carrier for a
shipment when they set up allocation in Shipment Allocation Operations, then
select the Warn on Carrier Change check box; otherwise clear it. If desired, in
the Comments box, type a comment regarding this change, and then click .

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9. If you want an estimate of pallet picks, volume and number to be displayed to

users while they are planning shipments in Shipment Planning Operations and
when they are selecting shipments for allocation in Shipment Allocation
Operations, then select the Use Pallet Estimate check box; otherwise clear it. If
desired, in the Comments box, type a comment regarding this change, and then
click .
10. If you want an allocation summary to appear in Shipment Allocation Operations
when allocation is complete, then select the Show Allocation Summary check
box; otherwise clear it. If desired, in the Comments box, type a comment
regarding this change, and then click .
11. If you want to let users specify a carrier for a shipment when they set up the
allocation in Shipment Allocation Operations, then select the Apply Carrier
Code to Unspecified check box; otherwise clear it. If desired, in the Comments
box, type a comment regarding this change, and then click .

Note: This option applies only to shipments that do not have an assigned
carrier.

12. If you want to let users change the destination area for a shipment when they set
up the allocation in Shipment Allocation Operations, then select the Allow
Destination Change check box; otherwise clear it. If desired, in the Comments
box, type a comment regarding this change, and then click .

13. Click .
14. When a message appears asking if you want to save the information, click OK.
15. If desired, continue with Configure Allocate Waves Attributes and Behavior
following in this chapter.

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Configure Allocate Waves Attributes and Behavior

Description You use the Allocate Waves tab on the Allocation Configuration Maintenance
window to define the maximum number of waves that can be processed at one time
when automatic wave allocation is enabled, exclude specific shipments or shipment
lines from automatic wave allocation, and enable or disable the automatic wave
allocation feature.

IMPORTANT: The Allocate Waves policies apply only to automatic wave

processing. When automatic wave allocation is not enabled, then waveable
orders are allocated manually in Wave Operations.

Related This table lists the policy data for the policies that are configured on the Allocate
Policy Data Waves tab of the Allocation Configuration Maintenance window.

Control Policy Data

Maximum Number of ALLOCATE-WAVE/MISCELLANEOUS/MAXIMUM-
Inprocess Waves INPROC-WAVES
Exclusion Command ALLOCATE-WAVE/MISCELLANEOUS/EXCLUSION-
COMMAND
Allocate Wave Enabled ALLOCATE-WAVE/MISCELLANEOUS/ENABLED

Example: This image is an example of the Allocate Waves tab on the Allocation Configuration
Allocate Maintenance window.
Waves Tab

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Controls: This table describes the controls on the Allocate Waves tab.
Allocate
Waves Tab Control Description

Maximum Number of When automatic wave processing is enabled, indicates the

Inprocess Waves maximum number of waves that will be processed at one
time.
Exclusion Command Command to exclude specific shipments or shipment lines
from automatic wave processing. For example, to exclude
canceled shipment lines, type select * from shipment_line
where linsts ="X".
Allocate Wave Enabled Indicates that automatic wave allocation is enabled. When
this option is selected, then order waves are processed
automatically. Users are not required to allocate the waves.
Comments Text that explains the function of this policy, or explains why
changes were made, and what effect those changes have
on your operations. Comments appear in Policy History
Display and Policy Maintenance.

To configure allocate waves attributes and behavior

Procedure
1. Take one of these actions.

If you want to... Then...

Configure default values for a Start Allocation Configuration Maintenance.

single or multi-warehouse
environment,
Override default values for a Start Allocation Configuration Maintenance -
specific warehouse in a multi- Override.
warehouse environment,

2. Select the Allocate Waves tab.

3. In the Maximum Number of Inprocess Waves box, type the maximum number
of waves that you want to process at one time when using automatic wave
allocation. If desired, in the Comments box, type a comment regarding this
change, and then click .
4. If you want to exclude specific shipments or shipment lines from automatic wave
allocation, then in the Exclusion Command box, type or look up the exclusion
command. For example, to exclude canceled shipment lines, type select * from
shipment_line where linsts = "X". If desired, in the Comments box, type a
comment regarding this change, and then click .
5. If you want to enable the automatic wave processing feature, then select the
Allocate Wave Enabled check box; otherwise clear it. If desired, in the
Comments box, type a comment regarding this change, and then click .

6. Click .
7. When a message appears asking if you want to save the information, click OK.

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8. If desired, continue with Configure Allocate Inventory Attributes and Behavior

following in this chapter.

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Configure Allocate Inventory Attributes and Behavior

Description You use the Allocate Inventory tab on the Allocation Configuration Maintenance
window to

• enable absolute order inventory processing.

• configure default values for the absolute order inventory window.

Note: In order for default values for the absolute order inventory window to
take effect, the policy for the absolute order inventory window must be
enabled.

• determine whether users can access and view the allocation log for
troubleshooting purposes.

• override the split case option on an order when allocating full pallet picks to
ensure that only full cases are picked.

• enable item shortage functionality for BTO processing.

Related This table lists the policy data and, if available, policy definitions for the policies that
Policy Data are configured on the Allocate Inventory tab of the Allocation Configuration
and Policy Maintenance window.
Definitions
Control Policy Data Policy Definition

Absolute Order ALLOCATE-INV/ORDER- Absolute Order Inventory

Inventory Enabled INV/ABS-ORDINV-ENABLE Enable
Absolute Order ALLOCATE-INV/ORDER- Allocation/Inventory/Absolute
Inventory Window INV/ABS-ORDINV-WIN Order Inventory Window
Absolute Order ALLOCATE-INV/ORDER- Allocation/Inventory/Absolute
Inventory Date INV/ABS-ORDINV-CODE Order Inventory Date Code
Code
Log File Enabled ALLOCATE- Allocation/Inventory/Log File
INV/MISCELLANEOUS/LOG- Enabled
FILE-ENABLED
Force Full Case at ALLOCATE- Allocation/Inventory/Force Full
Pallet Pickup INV/MISCELLANEOUS/FORCE- Cases for Pallet Picks
FULL-UNTCAS-FOR-PALLET-
PICKS
Item Shortage BTO/PART- —
Enabled SHORTAGE/INSTALLED

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Example: This image is an example of the Allocate Inventory tab on the Allocation
Allocate Configuration Maintenance window.
Inventory
Tab

Controls: This table describes the controls on the Allocate Inventory tab.
Allocate
Inventory Control Description
Tab Absolute Order Inventory Indicates that absolute order inventory processing is
Enabled enabled. If selected, then when allocating absolute FEFO,
FIFO, LEFO or LIFO order lines, Warehouse Management
can allocate inventory with expiration or receiving dates that
fall within a configured window of time, even if inventory that
is closer to or matches the exact expiration or receiving date
for absolute FEFO, FIFO, LEFO or LIFO order allocation is
available. The window of time is defined by the value for
Absolute Order Inventory Window.
Absolute Order Inventory Amount of time in relation to the received date or expiration
Window date of date-controlled inventory for an item on an absolute
FEFO, FIFO, LEFO or LIFO order line during which the
inventory is eligible for allocation. For absolute FEFO, the
time is added to the earliest expiration date; for absolute
FIFO, the time is added to the earliest received date; for
absolute LEFO, the time is subtracted from the latest
expiration date; and for absolute FEFO the time is
subtracted from the latest received date. The unit of time
(minutes, hours or days) for an absolute order inventory
window is specified in the Absolute Order Inventory Date
Code box. The ABS-ORDINV-ENABLE policy must be
enabled for this value to take effect.
Absolute Order Inventory Unit of time for the absolute order inventory window. The
Date Code valid values are Minutes, Hours and Days. The ABS-
ORDINV-ENABLE policy must be enabled for this value to
take effect.

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Control Description
Log File Enabled Indicates that users can access and view the allocation log
for troubleshooting purposes from Shipment Allocation
Operations.
Force Full Case at Pallet Indicates that Warehouse Management will ignore the split
Pickup case option on an order when allocating full pallet picks to
ensure that only full cases are picked.
Item Shortage Enabled Indicates item shortage processing for build to order (BTO)
is enabled. Item shortage processing provides notification to
the BTO system that an item is no longer available to fulfill
an order and indicates the substitute item that can be
ordered instead. When this occurs, Warehouse
Management automatically marks the short item as
obsolete. Should the site ever receive inventory for this item
in the future and want BTO to order against it, the item can
be communicated to BTO to be used again through BTO
Obsolete Item Operations. For item shortage processing to
take place, it must be enabled by this system policy, and
any item to which it applies must have a BTO substitute item
number specified on the Item Maintenance window.
Comments Text that explains the function of this policy, or explains why
changes were made, and what effect those changes have
on your operations. Comments appear in Policy History
Display and Policy Maintenance.

To configure allocate inventory attributes and behavior

Procedure
1. Take one of these actions.

If you want to... Then...

Configure default values for a Start Allocation Configuration Maintenance.

single or multi-warehouse
environment,
Override default values for a Start Allocation Configuration Maintenance -
specific warehouse in a multi- Override.
warehouse environment,

2. Select the Allocate Inventory tab.

3. If you want to enable absolute order inventory processing, then select the
Absolute Order Inventory Enabled check box. If desired, in the Comments
box, type a comment regarding this change, and then click .

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4. If desired, in the Absolute Order Inventory Window box, type a value that
identifies the amount of time in relation to the received date or expiration date of
date-controlled inventory for an item on an absolute FEFO, FIFO, LEFO or LIFO
order line during which the inventory is eligible for allocation. For example,
when allocating absolute FEFO orders, if you want the system to be able to
allocate inventory with expiration dates that are up to 2 days later than the
expiration date of the oldest eligible inventory, then type "2" in this box, and
select “Days” from the Absolute Order Inventory Date Code list. If desired, in
the Comments box, type a comment regarding this change, and then click .

Note: The Absolute Order Inventory Enabled policy must be enabled for this
value to take effect.

5. If you defined an absolute order inventory window, then from the Absolute
Order Inventory Date Code list, select the unit of time for the absolute order
inventory window. If desired, in the Comments box, type a comment regarding
this change, and then click .

Note: The Absolute Order Inventory Enabled policy must be enabled for this
value to take effect.

6. If you want to let users access and view the allocation log for troubleshooting
purposes from Shipment Allocation Operations, then select the Log File
Enabled check box; otherwise clear it. If desired, in the Comments box, type a
comment regarding this change, and then click .
7. If you want Warehouse Management to ignore the split case option on an order
when allocating full pallet picks, then select the Force Full Case at Pallet
Pickup check box; otherwise clear it. If desired, in the Comments box, type a
comment regarding this change, and then click .

Note: Enabling this policy ensures that only full cases are picked when
picking pallets. Pallets with split cases will not be chosen.

8. If you want to enable item shortage processing for BTO, then select the Item
Shortage Enabled check box; otherwise, clear it. If desired, in the Comments
box, type a comment regarding this change, and then click .

9. Click .
10. When a message appears asking if you want to save the information, click OK.
11. If desired, continue with Configure Automatic Allocation Attributes and Behavior
following in this chapter.

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Configure Automatic Allocation Attributes and Behavior

Description Warehouse Management can be configured to automatically allocate selected orders

when orders that are assigned to shipments are downloaded from a host system. You
use the Automatic Allocation tab on the Allocation Configuration Maintenance
window to enable the automatic allocation feature, and configure the rules that
determine which orders are selected for automatic allocation. Processing of the
allocation takes place only after the orders are completely downloaded to Warehouse
Management.
Although you use this tab to create a single rule, that rule may contain numerous
rows of criteria that provide the logic for selecting the orders. These are the group
operators that you can use to qualify how the system evaluates groups of rows in the
auto allocation rule:

• "OR" means that an order that is valid for either group/row is included in the
allocation.

• "AND" means that an order must be valid for both groups/rows to be included in
the allocation.

• "(" and ")" are opening and closing arguments that enclose the rows in a group.
If you have RedPrairie Event Management installed, you can configure an Event
Management event (WMD-ORDER-AUTO-ALLOCATION) to alert you whenever
automatic allocation fails.

Example of This example shows how you can configure Warehouse Management to
Automatic automatically allocate all orders sent from the host system with order numbers
Rule Creation between 100 and 200, or between 400 and 500.

Group Table Field Name Operators Value

Operator Name

( ord Order Number is greater than or 100

equal to
ord Order Number is less than or equal 200
to
) OR
( ord Order Number is greater than or 400
equal to
ord Order Number is less than or equal 500
to
)

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This is the formula for this configuration:

(ornum >= 100 AND ordnum <= 200)
OR
(ordnum >= 400 AND ordnum <= 500)

Note: For rows in which a group operator is not specified, the default "AND"
operator is applied.

Related This table lists the policy data for the policy that is configured on the Automatic
Policy Data Allocation tab of the Allocation Configuration Maintenance window.

Control Policy Data

Auto Allocation Enabled ALLOCATE-INV/AUTO-ALLOCATION/INSTALLED

Example: This image is an example of the Automatic Allocation tab on the Allocation
Automatic Configuration Maintenance window.
Allocation
Tab

Controls: This table describes the controls on the Automatic Allocation tab on the Allocation
Automatic Configuration Maintenance window.
Allocation
Tab Control Description

Auto Allocate Enabled Indicates that orders that meet the selection criteria defined in
the Auto Allocation By grid view will be automatically
allocated upon download from the host system.
Test Displays the formula that represents the rule defined in the
grid view.

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Control Description
Auto Allocation Rule Value that represents the formula (where clause) resulting
from the allocation rule definition specified in the Auto
Allocation By grid view. A value appears in this box when you
have a rule defined and then you click Test. If you save the
rule definition, then this is the value that Warehouse
Management uses to select orders for automatic allocation.
Comments Text that explains the function of this policy, or explains why
changes were made, and what effect those changes have on
your operations. Comments appear in Policy History Display
and Policy Maintenance.
Grid View – Editable Cells
Group Operator Mathematical argument used to evaluate multiple rows of rule
criteria. These are the valid values: "OR" = Automatically
allocates orders that meet either group of the defined criteria.
"AND" = Automatically allocates orders that meet both groups
of the defined criteria. "(" = Opening argument used to group
rule criteria together.
")" = Closing argument used to group rule criteria together.
Other operators that represent a combination of these
arguments, such as ")AND(" are also available. No selection
(blank) = Assumes a value of "AND" and automatically
allocates orders that meet both groups of the defined criteria.
Table Name Database table that contains the columns (fields) from which
you want to build the automatic allocation rule. These are the
valid values: shipment = Shipment table. ord = Order table.
shipment_line = Shipment Line table.
Field Name Field (column) that contains the value that you want to use in
the automatic allocation rule. The values available in this box
represent columns in the table that was selected in the Table
Name column.
Operator Mathematical or programmatic operator used to qualify the
value in the Field Name column with the value in the Value
column. This qualification is used to evaluate which orders
are included in the automatic allocation. The valid values for
mathematical operators are self-explanatory. These are the
valid values for programmatic operators: In = Indicates that
the value for the field must be included in the comma-
separated list of values provided in the Value column. Not In
= Indicates that the value for the field must not be included in
the comma-separated list of values in the Value column. IS
NULL = Indicates that no value is assigned to the field. IS
NOT NULL = Indicates that some value is assigned to the
field.
Value Value for the field (column) that is used in the evaluation of
the rule. If the value for Operator is "In" or "Not In", then the
value in this column can be a comma-separated list of values.
If the value for Operator is "IS NULL" or "IS NOT NULL" then
no value is required.

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To configure automatic allocation attributes and behavior

Procedure
1. Take one of these actions.

If you want to... Then...

Configure default values for a Start Allocation Configuration Maintenance.

single or multi-warehouse
environment,
Override default values for a Start Allocation Configuration Maintenance -
specific warehouse in a multi- Override.
warehouse environment,

2. Select the Automatic Allocation tab.

3. If you want to automatically allocate all orders that satisfy the selection criteria
defined in the Auto Allocation By grid view, then select the Auto Allocate
Enabled check box; otherwise, clear it. If desired, in the Comments box, type a
comment regarding this change, and then click .
4. In the Auto Allocation By grid view, if the grid is not editable, click .
5. If desired, click to add another row to the rule.
6. In the Table Name column, select the table that contains the columns (fields) on
which you want to base your rule definition. The table you select determines
which fields are available for selection in the Field Name column.
7. In the Field Name column, select the field that represents the column in the table
on which you want to base your rule definition.
8. In the Operator column, select an operator that qualifies the relationship
between the field (column) and the value; for example, if the field must match
the value, then use "equals" as the operator.
9. If required, in the Value column, type a value, or a list of comma-separated
values (valid if the operator is "In" or "Is Not In"), for the field that you want to
use in the rule definition.

Note: If the operator is "IS NULL" or "IS NOT NULL", then do not enter a
value in the Value column.

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10. If your rule contains multiple rows, then in the Group Operator column, select
the argument that you want Warehouse Management to use when evaluating your
rule. If no value is selected, then the default "AND" argument will be used to
qualify the relationship between the rows.

If you want to... Then in the Group Operator column...

Specify that all orders that meet Do not enter a value. If no value is selected,
both sets of criteria are the system assumes the "AND" operator.
automatically allocated,
Separate multiple sets of rule Select OR.
criteria with an "OR" statement,
thereby ensuring that all orders
that meet either set of criteria
are automatically allocated,
Group multiple sets (one or Take one of these actions:
more rows) of rule criteria
together, • Select ( to indicate the start of the group.
• Select ) to indicate the end of group.

11. If desired, take one of these actions.

If you want to... Then...

End your edit and save your Click .
rule definition,
Cancel your edit and delete Click .
your rule definition,
Delete a set of criteria from an Select the row that you want to delete, and
existing rule, then click .

12. Click .
13. When a message appears asking if you want to save the information, click OK.
14. If you want to view the formula resulting from the rule that you defined in the
Auto Allocation By grid view, then click Test. The formula (where clause)
appears in the Auto Allocation Rule box.
15. If desired, continue with Configure Pre-Inventory Allocation Behavior following
in this chapter.

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Configure Pre-Inventory Allocation Behavior

Description You use the Pre-Inventory Allocation tab on the Allocation Configuration
Maintenance window to enable the allocation of inventory that is in a storage
location. The In Line With Allocation check box enables the system to
simultaneously allocate picks that are physically at the pick location, as well as those
that are in bulk storage ready for replenishment.
For an area's unit of measure to be used in pre-inventory allocation it must be defined
as pickable and identified for pre-inventory allocation in Area Maintenance.

Related This table lists the policy data for the policy that is configured on the Pre-Inventory
Policy Data Allocation tab of the Allocation Configuration Maintenance window.

Control Policy Data

In Line With Allocation PRE-INVENTORY-PICKING/OPERATING-MODE/IN-

PARALLEL-WITH-ALLOCATION

Example: This image is an example of the Pre-Inventory Allocation tab on the Allocation
Pre-Inventory Configuration Maintenance window.
Allocation
Tab

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Controls: This table describes the controls on the Pre-Inventory Allocation tab.
Pre-Inventory
Allocation Control Description
Tab In Line With Allocation Indicates that pre-inventory allocation will run at the time of
allocation. If cleared, the schedule agent is used for
emergency replenishments.
Comments Text that explains the function of this policy, or explains why
changes were made, and what effect those changes have on
your operations. Comments appear in Policy History Display
and Policy Maintenance.

Procedure To configure pre-inventory allocation attributes and behavior

1. Take one of these actions.

If you want to... Then...

Configure default values for a Start Allocation Configuration Maintenance.

single or multi-warehouse
environment,
Override default values for a Start Allocation Configuration Maintenance -
specific warehouse in a multi- Override.
warehouse environment,

2. Select the Pre-Inventory Allocation tab.

3. If you want to enable the pre-inventory allocation feature, then select the In Line
With Allocation check box; otherwise clear it. If desired, in the Comments box,
type a comment regarding this change, and then click .

4. Click .
5. When a message appears asking if you want to save the information, click OK.

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