Performing Automatic Allocations

To perform automatic allocations:

1. Enter a sales order using Sales Order Entry (P4210 or P42101).

   Note: The Activate Availability Checking processing option on the Commitment tab of the Sales Order Entry program (P4210) is blank so that the system does not check availability of the style items on the order.

2. Run the Generate Allocation and Delivery Proposals program (RCW06) when stock is available.

   The Generate Allocation and Delivery Proposals program consists of two programs, the Calculate Allocation and Delivery Proposals and Create Allocation and Delivery Proposal Lists programs.

   1. The Generate Allocation and Delivery Proposals program (RCW06) launches the Calculate Allocation and Delivery Proposals program (RCW08) to perform the calculation of allocation and delivery proposals.

   2. The Generate Allocation and Delivery Proposals program (RCW06) launches the Create Allocation and Delivery Proposal Lists program (RCW09) to create the allocation proposal list.

      The Create Allocation and Delivery Proposal Lists program (RCW09) updates the FCW44 table.

   If the system encounters any record reservation error message while running the Generate Allocation and Delivery Proposals program (RCW06), then the Generate Allocation and Delivery Proposals program calls the Proposals Error Log program (RCW40) to log the error messages.

   JD Edwards EnterpriseOne systems provide you with a record reservation capability which allows only one user at a time to update information in tables. Inaccuracies can result when multiple users are updating data at the same time, therefore, you may want to limit access to the programs to preserve data integrity.

   Important: Multiple users cannot run the same version of the Generate Allocation and Delivery Proposals program simultaneously. If multiple users run the same version of the program, then the system deletes prior proposal details corresponding to the version. You can reuse the same version if the proposal has already been validated and no corresponding records exist in the Allocation and Delivery Proposals program (PCW29). You should create and use a new version when prior proposals await validation.

3. The Generate Allocation and Delivery Proposals program launches the Calculate Fair Share for Proposals program after the insert of proposal lines in the FCW31 table if the Fair Share processing option on the Conditions tab of the Generate Allocation and Delivery Proposals program is set to Y.

   The Calculate Fair Share for Proposals program adds all quantities to be allocated by item and stores the value in the Fair Share Sprinkling Rate (FCW105) table only if the available quantity is greater than 0. The Calculate Allocation and Delivery Proposals program uses the values in the FCW105 table to calculate the fair share.

4. Run the Allocation and Delivery Proposals program (PCW29) to work with proposals generated by the Generate Allocation and Delivery Proposals program.

5. Run the Validate or Cancel Allocation Proposals program to validate the proposed quantity and determine an allocated quantity based on stock availability.

   The Validate or Cancel Allocation Proposals program is also used to cancel proposals.

   If the system encounters any record reservation error message while running the Validate or Cancel Allocation Proposals program, then the Validate or Cancel Allocation Proposals program calls the Proposals Error Log program to log the error messages.

   Note: The Validate or Cancel Allocation Proposals program is for allocation proposals only.

6. Run the Print Pick Slip program (R42520) to pick the quantities for each sales order.

7. Run the Shipment Confirmation program (P4205) to perform the shipment confirmation.