Stock allocation: New functions in Retail

Description

As a result of requirements from the retail sector (SAP Retail), Release 4.0A includes the following new functions:

Release 1.2B of SAP Retail did not contain:

Stock allocation (basic functions)

You can only use this function if you use

SAP Retail.
Allocation tables are used by the head office to plan, trigger and monitor the allocation of stocks of materials to plants.
In an allocation table, you plan quantities of individual materials you want to allocate to each plant. This could be to supply plants with the initial stock of new materials, allocate promotional materials or split up warehouse stocks.
You can enter items for generic materials in allocation tables, and use a help screen to enter quantities for the individual variants.
For every variant for which you enter a quantity, the system creates a new item in the allocation table for the generic material item.
You can also create an allocation table referencing a shipping notification, with the advantage that the quantities you allocate have already been guaranteed by the vendor.

Notifications

You can only use this function if you use

SAP Retail.
Notifications are used to exchange information on stock splits between the head office and the plants and between the head office and the distribution centers. Notifications inform the local operations about the goods receipts they should expect and allow them in certain cases to confirm the quantities or request different quantities.

Generation of follow-on documents

You can only use this function if you use

SAP Retail.
Follow-on documents are generated for the quantities planned in allocation tables. These documents are used to trigger, control and monitor the flow of goods to the plants.
You can create purchase orders for internal and external vendors, with goods movements via distribution centers also being taken into account.

Adjusting the allocation table after goods receipt entry

You can only use this function if you use

SAP Retail.
An allocation table has to be adjusted after a goods receipt has been entered, whenever goods are delivered to the distribution center before they are delivered to the plants. After you enter a goods receipt in the distribution center, you copy the goods receipt quantities to the allocation table, thus adjusting the allocation table.

You should adjust allocation tables before you generate follow-on documents so that the actual goods receipt quantity is used in the documents. If, when you make the adjustment, follow-on documents already exist for the plants, the changes you made to the allocation table are not automatically made in these follow-on documents.

Allocation rules (basic functions)

You can only use this function if you use

SAP Retail.
Allocation rules are used to support and automate the allocation process. You can enter allocation rules manually or have the system generate them automatically, using data from the Retail Information System (RIS).
Generating allocation rules allows RIS key figures, such as sales figures or stock levels, to be included in the allocation process, as the quantities planned for the plants are worked out on the basis of the key figures.
In an allocation rule, you allocate the individual plants or groups of plants either ratios or fixed quantities.

Optimizing order quantities in allocation tables

You can only use this function if you use

SAP Retail.
You can round off the quantities allocated of a material in an allocation table item at plant and distribution center level. You can, for example, round off to the next logistics unit.
This allows you to see how the quantities change as a result of the rounding rules before follow-on documents are generated. If you round off order quantities in an allocation table, the order quantities no longer require any optimizing in the follow-on documents.

Splitting up remaining quantities among several plants

You can only use this function if you use

SAP Retail.
Previously, any left-over quantity in an allocation table item could only be allocated to one plant only. As of Release 4.0A, you can allocate remaining quantities to more than one plant.
For this reason, you can have the system sort the plants in an allocation table item in line with the quantities allocated in ascending or descending order. The system then allocates a quantity of one to each plant in the sort sequence until the remaining quantity has been split up.

Allocating stock to listed plants only

You can only use this function if you use

SAP Retail.
Stock of a material in an allocation table item is only allocated to plants in which the material is listed.

Structured materials in allocation tables

You can only use this function if you use

SAP Retail.
You can enter the header data of a structured material in allocation table items. The structured material is not, however, broken down in the allocation table in to its component parts. This is not done until the follow-on documents are generated.

The standard configuration contains a new replenishment allocation strategy that takes structured materials into account. When structured materials are split up into their constituent components at goods receipt, the header material requirements are determined from the consumption figures of the constituent components. You can include your own method of determining requirements using a user exit.

Change system parameters in customizing

See the Allocation section of the IMG.