Allocation

Allocation strategy configuration combines hard and soft allocation within one strategy. An allocation strategy:

• Configures select and sort criteria used to search inventory for allocation.
• Provides flexibility that allows users to build logic and define strategies that meets their needs
• Adds quantity matching rules to dynamic picking (hard allocation).
• Adds date code days consideration to hard allocation (dynamic picking).

Orders can be allocated one at a time from the Shipment Order screen, or in groups using the Order Processing or Wave features.

WM allocates orders based on location and lottable combinations for an order. The application references each of the twelve lottable fields stored on the shipment order and attempts to find candidate lots with those attributes.

• If one candidate lot is found, then that lot is selected for allocation.
• If multiple candidate lots are found, the application references the Rotate By and Default Rotation fields on the Item master, and selects the lot that meets those requirements.
• If the application finds one candidate lot that meets the Rotate By and Default Rotation requirements, the lot is selected for allocation.
• If the application finds multiple candidate lots that meet the Rotate By and Default Rotation criteria, the location is selected using the select by criteria on the allocation strategy.
• Inventory that has been put on hold cannot normally be allocated; however, you can use special Hold Allocation configuration to allocate held inventory. This information is covered later in this section.

See the Infor Supply Chain Execution Configuration User Guide for additional information on configuring allocation strategies and on configuring lottables.