Handle Distribution Allocations—Exercises

Basic Data Setup

Entering User Coordinator Group Information

Purpose: The purpose of this exercise is to enter a prefix and number series for the distribution allocation.

Windows:
Sites per User
Coordinator Group

1. Open the Sites per User window.
2. Query for your user.
3. Select the default coordinator ID and default buyer ID from the List of Values.
4. Save the changes.
5. On the Coordinator Group tab, enter the distribution allocations prefix and allocation order number for the coordinator group connected to your user coordinator.
6. Save the changes.

Enter Site

Purpose: The purpose of this exercise is to enter a destination site and a supply site. You should also enter inventory locations on both sites. 

Windows:
Site
Sites per User

1. Open the Site window.
2. Create XXP as a new supply site, and XXD as a new destination site. (Replace XX with your initials.)
3. Enter a picking lead time for each site.
4. Connect delivery addresses to your sites.
5. Click the Sites per User window, and connect the two sites to your user ID.

General exercise for Enter Sites

Enter Internal Supplier

Purpose: The purpose of this exercise is to enter the internal supplier record.

Windows:
Site

1. Open the Site window.
2. Query for the site you would want to define as internal supplier
3. On the Sales and Procurement tab, right-click and then click Create Internal Supplier.
4. Select a template supplier from the List of Values.
5. Enter the new supplier ID XX INT SUP and name.
6. Optionally, you can also enter the association number for the supplier.
7. The site's delivery address will automatically be indicated. You can change the address, if desired.
8. Click OK to save the entry.

General exercise for Supplier

Enter Internal Customer

Purpose: The purpose of this exercise is to enter the internal customer record.

Windows:
Site

1. Open the Site window.
2. Query for the site you would want to define as internal customer.
3. On the Sales and Procurement tab, right-click and then click Create Internal Customer.
4. Select a template customer from the List of Values.
5. Enter the new customer ID and name
6. Optionally, you can also enter the association number and customer reference and click Next.
7. The site's delivery address will automatically be indicated. You can change the address if desired and click Next.
8. Enter the document address for the customer and click Next.
9. Enter miscellaneous information such as payment terms, delivery terms, ship-via, region, district etc. for the customer
10. Click Finish to save the entry.

General exercise for Enter Customer

Enter Purchased Inventory Part

Purpose: The purpose of this exercise is to create the inventory part on both the destination site and the supply site. 

Windows:
Inventory Part

1. Enter an inventory part with the part number XX-62-117, replacing XX with your initials, and the description Ball Bearing on both the XXD and XXP sites.
2. Enter your user ID as the planner.
3. Use PCS as the unit of measure.
4. Enter the default locations (arrival, quality assurance, and picking location) for the inventory part.
    

General exercise for Purchased Inventory Part

Enter Supplier for Purchase Part

Purpose: The purpose of this exercise is to connect your purchase parts to the Internal supplier.

Windows:
Supplier for Purchase Part

1. Enter a new combination of purchase part XX-62-117 and supplier XX-INT SUP  The site should be XXD (destination site)

General exercise for Supplier for Purchase Part

Enter Sales Part

Purpose: The purpose of this exercise is to show you how to set up the basic data required for running customer agreement functionality, including deal per sales group.

Windows:
Sales Part

1. Create four new a sales parts: XX-62-117 for site XXS. (supply site)
2. Remember the tax codes used if your company is within a VAT tax regime. 
3. Save your changes.

General exercise for Sales Part

Enter Assortment ID

Purpose: The purpose of this exercise is to set up the assortment ID.

Windows:
Assortment

1. Enter an Assortment ID XXAS and description and save, replacing XX with your initials, and the description.
2. Right-click on the Node in structure tab and then click Create a Sub Node, insert a new line and enter the Sub Node name and description XXLEVEL1.
3. Right-click on the created sub node XXLEVEL1, insert a new line and query for Part XX-62-117 and Save.
4. Right-click on the Assortment header and Activate the assortment.

General exercise for  Assortments

Enter Site Cluster

Purpose: The purpose of this exercise is to create a site cluster

Windows:
Site Cluster

1. Enter a site cluster ID XX_Clsuter and description, replacing XX with your initials, and the description.
2. Right-click on the Node in structure tab, and Create a Sub Node, insert a new line and enter the Sub Node name and description XXAreaL1
3. Right-click on the created sub node and Connect Parts  XXAreaL1, insert a new line and query for Site XXD and save.

General exercise for Entering Site Clusters 

Required Data

Enter Distribution Allocations

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below. When you have entered the required data, you should have one distribution allocation available for manual handling, and one distribution order available for as much automatic handling as possible.

Windows:
Distribution Allocation

Enter Distribution Allocation

1. Open the Distribution Allocations  window.
2. Create a new record (F5) for the distribution order.
3. Enter XXP as the supply site.
4. Enter Planned due Date or Planned Receipt Date.
5. Enter NO as the order type.
6. Enter Assortment ID XXAS and select a Node ID XXLEVEL1. 
7. Enter Site cluster XX_Clsute and select a Node ID XXAreaL1
8. Save (F12).  
9. Right-click  on Distribution Allocation Header, Create allocation lines
10. Right-click  on the Part Details, and then click Allocate Quantity by Site Cluster, in the dialog window enter Assortment/Node Id and Site Cluster/Node Id and enter quantities.
11. Save (F12).  

General exercise for  Enter Distribution Allocation 

Main Exercise

Purpose: The purpose of this lesson is to learn how to handle distribution allocations. The two extremes of handling distribution allocations are done in the exercises. First, the complete process is handled manually for one distribution allocation only. Second, much automation as possible is used to process a distribution allocation.
The normal use case is probably somewhere in between these two extremes. For example,

• Define assortment and site cluster with all the parts and sites required.
• Create distribution allocation lines for every permutation and combination of the above two.
• Allocate quantities by site clusters for the required part site combination.
• Release the allocation lines, create and release distribution orders.

Windows:
Distribution Allocation

Process a Distribution Allocation Manually

1. Open the Distribution Allocations window.
2. Query for your first distribution allocation.
3. Release the distribution allocation  by right-clicking and then clicking Release options. Select the Create Distribution Orders
4. Refresh the distribution allocation 
   The order will receive the Released status after the online/background job has been performed. 

Note:  In line level distribution orders are connected in site level for part.

5. Go to the distribution order by right-clicking and then clicking Connected order. Select the Distribution order.
6. Release the distribution orders by right-clicking and then clicking option Release.

Note: When all distribution orders are released Distribution Allocation header All DO's Released check box will be selected. by using Release Planned Distribution Order option all planned distribution orders could be released.

Process a Distribution Allocation  Automatically

1. Open the Distribution Allocations window.
2. Query for your first distribution allocation. (With lines created and allocation quantity entered)
3. Release the distribution allocation  by right-clicking and then clicking Release options. Select the Create and Release Distribution Orders in Background.
4. Refresh the distribution allocation 
   The order will receive the Released status after the background job has been performed.

Note:  In line level distribution orders are connected in site level for part.