Topic overview
This article describes the Inventory allocation application. You can use this application to reprocess allocated quantities if necessary. You can transfer the result to the allocated quantities of the order line items.
Definitions of terms
Allocated quantity
Allocated quantities can be created manually or generated by inventory allocation. They define the quantities to be picked, delivered, or invoiced. Allocated quantities exist for each order line item. If an allocated quantity is set in at least one order line item, then the following applies across the entire order: it is not the open quantities that are applied to the next action, but rather the specified allocated quantities. By contrast, for customer invoices, the specified allocated quantity is added to the open quantity.
Inventory allocation
The inventory allocation serves to allocate the available item inventory to the undelivered quantities. This allocation must satisfy the delivery priority, shipping date, as well as the delivery restriction. The calculated quantities can be manually or automatically entered as the allocated quantities in the selected order line items.
Application description
The Inventory allocation application is used to display the allocable quantities determined in the Calculate inventory allocation application. You can still adjust these quantities manually in this application and finally allocate them to the order line items.
The application consists of a query pane and a work pane.
Query pane
In the work pane, you will first find general query fields. You can use these to narrow down the order line items of all order categories. Below this, you will find a tab for each order category with special search criteria for the order categories.
Search criteria across order categories
You can use these search criteria to determine the order categories to be displayed and limit the order line items of all selected order categories. The following cross-order category search criteria are available:
Order category – if required, select the order categories for which you would like to limit the selection of order line items. The order categories that can be selected in this field depends on the settings in the Customizing application. The following selection options are available:
- (All)
- Sales order – this selection option is only available if the Sales function is activated for the (active OLTP) client.
- Distribution order – this option is only available on multi-site systems.
- Production order – this selection option is only available to you if the Production function is activated for the (active OLTP) client.
If the conditions are only fulfilled for one order category, the field displays the order category. The field cannot then be changed. Otherwise, the default value is (All).
Status – if required, select the statuses for which you want to limit the selection of order line items. The following selection options are available:
- (All)
- No allocation
- Deliverable in part
- Deliverable in full
The default value is Deliverable in part and Deliverable in full.
Demand date – if required, enter a date or a period for which you want to limit the selection of order line items with regard to their demand date. For sales and distribution order line items, the demand date corresponds to the shipping date. For production order line items, the demand date corresponds to the earliest start date of the order line item.
Item – if required, enter items for which you would like to limit the selection of order line items.
Warehouse – if required, enter warehouses for which you would like to limit the selection of order line items. For all order categories, the warehouse corresponds to the issue warehouse specified in the order item.
Delivery priority – if required, enter the delivery priority for which you would like to limit the selection of order line items. The following selection options are available to you:
- (All)
- 0 (highest priority)
- 1 (high priority)
- 2 (high priority)
- 3 (medium priority)
- 4 (medium priority)
- 5 (medium priority) and
- 6 (low priority)
The default value is (All).
Creation date – if required, enter a date or a period for which you would like to limit the selection of order line items according to the order entry date.
Employee responsible – if required, enter employees for whom you would like to limit the selection of order line items according to the employee responsible for the order.
Inventory owner – use this field to limit the order line items displayed to those line items to which inventory of the specified inventory owner can be allocated. The specified inventory owner can be included in the inventory owner sequence for line items that allow the use of multiple inventory owners. Inventories of all inventory owners listed in the sequence can be allocated to such items.
As this search criterion relates to the order line items, the field is only ready for input if the [Line items] button is activated in the work pane.
Sales orders tab
You can use these search criteria to limit the sales order line items to be allocated if you have selected the value Sales order in the Order category field. This tab is only available if the Sales function is activated for the (active OLTP) client.
The following search criteria are available in this tab:
Type – if required, enter sales order categories for which you want to limit the selection of sales order line items.
Number – if required, enter the sales order numbers for which you want to limit the selection of sales order line items.
Delivery restriction – if required, enter the delivery restriction for which you want to restrict the selection of sales order line items. The following selection options are available:
- (All)
- No restriction
- Deliver order in full
- Deliver line items in full
The default value is (All).
Delivery partner – if required, enter suppliers for whom you want to limit the selection of sales order line items according to the delivery partner.
Ordering party – if required, enter customers for whom you want to limit the selection of sales order line items according to the ordering party.
Delivery recipient – if required, enter customers for whom you want to limit the selection of sales order line items according to the delivery recipient.
Invoice recipient – if required, enter customers for whom you want to limit the selection of sales order line items according to the invoice recipient.
Ordering party – if required, enter customers for whom you want to limit the selection of sales order line items according to the ordering party.
Delivery status – if required, enter the delivery status for which you want to limit the selection of sales order line items. The following selection options are available to you:
- (All)
- Not delivered
- Delivered in part
- Delivered in full
The default value is Not delivered and Delivered in part.
Delivery order status – if required, enter the delivery order status for which you want to limit the selection of sales order line items. The following selection options are available:
- (All)
- No delivery order in process
- Delivery order in process
The default value is No delivery order in process.
Sales organization – if required, enter sales organizations for which you want to limit the selection of sales order line items according to the delivery recipient. This field is only available on systems with content-related authorizations.
Distribution orders tab
You can use these search criteria to limit the distribution order line items to be allocated if you have selected the value Distribution order in the Order category field. This tab is only available on multi-site systems.
The following search criteria are available in this tab:
Type – if required, enter distribution order categories for which you want to limit the selection of distribution order line items.
Number – if required, enter the distribution order numbers for which you want to limit the selection of distribution order line items.
Delivery restriction – if required, enter the delivery restriction for which you want to restrict the selection of distribution order line items. The following selection options are available:
- (All)
- No restriction
- Deliver order in full
- Deliver line items in full
The default value is (All).
Delivery partner – if required, enter suppliers for whom you want to limit the selection of distribution order line items according to the delivery partner.
Delivery recipient – if required, enter customers for whom you want to limit the selection of distribution order line items according to the delivery recipient.
Sales organization – if required, enter the sales organizations for which you want to limit the selection of distribution order line items.
Purchasing organization – if required, enter the purchasing organizations for which you want to limit the selection of distribution order line items.
Invoice recipient – if required, enter customers for whom you want to limit the selection of distribution order line items according to the invoice recipient.
Delivery status – if required, enter the delivery status for which you want to limit the selection of distribution order line items. The following selection options are available to you:
- (All)
- Not delivered
- Delivered in part
- Delivered in full
The default value is Not delivered and Delivered in part.
Delivery order status – if required, enter the delivery order status for which you want to limit the selection of distribution order line items. The following selection options are available:
- (All)
- No delivery order in process
- Delivery order in process
The default value is No delivery order in process.
Production orders tab
You can use these search criteria to limit the production order line items to be allocated if you have selected the value Production order in the Order category field. This tab is only available if the Production function is activated for the (active OLTP) client.
The following search criteria are available under this tab:
Type – if required, enter production order categories for which you want to limit the selection of production order line items.
Number – if required, enter the production order numbers for which you want to limit the selection of production order line items.
Description – enter the names for which you want to limit the selection of production order line items according to the name of the production order.
Production item – if required, enter production items for which you want to limit the selection of production order line items.
Production warehouse – if required, enter warehouses for which you want to limit the selection of production order line items according to the production warehouse .
Classification 1 – if required, enter nodes of production order classification 1 for which you want to limit the selection of production order line items.
Material status – if required, enter the material status for which you want to limit the selection of production order line items. The following selection options are available:
- (All)
- Not reported
- Reported in part
- Reported in full
The default value is Not reported and Reported in part.
Picking order status – if required, enter the picking order status for which you want to limit the selection of production order line items. The following selection options are available:
- (All)
- No picking in progress
- Picking in progress
The default value is No picking in progress.
Work pane
In the work pane, the orders and order line items of all order categories are displayed in a list according to the search criteria.
Orders
The following columns are displayed at order level:
Priority – the delivery priority defined in the delivery conditions is displayed in this column.
Order category – this column contains the category of order.
Order – this column contains the order category and the order number of the order.
Order status – this column contains the status of the order.
Delivery recipient/production warehouse – this column shows the delivery recipient of the order for sales and distribution orders. The production warehouse is displayed for production orders.
Preferred date/earliest begin – this column contains the preferred date of the order for sales and distribution orders. For production orders, the earliest start date of the order is displayed.
Employee responsible – the employee responsible is displayed in this column.
Open value – this column shows the value that is still to be delivered for sales and distribution orders. Nothing is displayed in this column for production orders.
Allocated value – this column shows the value allocated by the delivery allocation. Nothing is displayed in this column for production orders.
Status – the allocation status of the order is displayed in this column.
Selection – use this checkbox to select the orders whose allocated quantities you want to accept to the allocated quantities or discard.
Line items
[Line items] button – use this button to display the open and allocated quantities at line item level.
A line with the following columns is displayed for each order line item:
Line item number – this column shows the order line item number.
Line item status – this column shows the status of the order line item.
Item – this column shows the item.
Demand date – this column shows the date or time at which the quantity is required.
For sales and distribution order line items, the demand date corresponds to the shipping date.
For production order line items, the demand date corresponds to the earliest start date of the order line item.
Warehouse – this column shows the issue warehouse of the order line item.
Inventory owner – this column shows the inventory owner that is defined in the line item. If the use of multiple inventory owners is permitted for the line item, these are listed one after the other in curly brackets.
Reserved quantity – this column shows the reserved quantity of the order line item and the reservation status.
This column is only displayed if the Reservations function of the main Inventory management function is activated in the Customizing application. In this case, if the allocated quantity is increased, the reserved quantity is also increased. If the allocated quantity is reduced, the reserved quantity is also reduced. The reserved quantity is reduced to a maximum of the quantity that was reserved before the delivery allocation.
The reservation status is displayed as an icon.
Undelivered – this column shows the order quantity that is still to be delivered.
Allocated quantity – this column shows the quantity allocated through the inventory allocation. This column can be changed if:
- there is no open delivery order for the order line item,
- the order line item has not yet been delivered in full,
- the order quantity is 0, e.g. for freight costs or billing line items.
Application-related actions
The following application-related actions are available in the Inventory allocation application:
Action: [Accept allocated quantities according to order type]
With this action, you can accept the allocated quantities of the selected allocation records to the source order as the allocated quantity for the action selected in the Inventory allocation field according to the order category.
Action: [Discard selected allocations]
With this action you can delete the selected allocation records and thus cancel the inventory allocation for the associated source orders.
Customizing
No settings need to be defined in the Customizing application for the Inventory allocation application.
Business entities
For the application Inventory allocation application, the following business entity is relevant, which you use, for example, to:
- assign authorizations,
- set up activity definitions or
- import or export data.
Inventory allocation reservation: com.cisag.app.inventory.obj.OnhandReservation
The business entity is part of the following business entity group: com.cisag.app.inventory.OrderData
Authorizations
Authorizations can be assigned using the authorization roles as well as by assigning an organization. The authorization concept can be found in the technical article Authorizations.
Special capabilities
There are no special capabilities for the Inventory allocation application.
Organization assignments
Organizational structures are used to control which data is visible, usable or editable. To do this, the Content-related authorizations function must be activated in the Customizing application.
To ensure that the Inventory allocation application is displayed to a person in the user menu, they must be assigned to an organization that is included in one of the following organizational structures:
- Inventory management
Special features
There are no special features for the Inventory allocation application.
Authorizations for business partners
The Inventory allocation application is not released for business partners.