Understanding the Algorithm for Delivery Proposals

Extracts sales order detail lines from the F4211 table to the FCW31 table according to the following criteria:

The data selection is set for fields from the F0101, F4211, F4101, FCW61, and FCW02 tables.
The processing options on the Status tab are set to filter by next status.

Sales order detail lines with a next status that is less than the smallest status selected in the Next Status Code From and Next Status Code Thru processing options on the Status tab are not ready yet for the delivery proposal and typically are not allocated lines.

Sales order detail lines with a next status greater than the largest status selected in the Next Status Code From and Next Status Code Thru processing options on the Status tab are processed lines that have already passed through the delivery proposal procedure and typically are shipped lines. These lines are extracted only if the Include Processes Orders in Delivery processing option on the Status tab is set to 1. In this case, when the system checks various constraints such as satisfaction rates, the processed quantities are added to retained quantities. Otherwise, the processed quantities are ignored by the system. The program works as if the processed lines were never ordered.
The processing options on the Dates tab are set to filter by date.
The Minimum Quantity Ordered processing option on the Process tab is set to specify a quantity.

Note: If the sales order detail lines contain a quantity ordered that is smaller than the value in the Minimum Quantity Ordered processing option, then the program ignores the sales order detail lines.

Sorts the extracted sales order detail lines according to the priority rules as identified by the Priority Commitment Rule to be used processing option on the Priority Rule tab.

Note: Priority rules are defined in the Commitment Rules for Style Item program prior to running Generate Allocation and Delivery Proposals.

Does not calculate the proposed quantity based on fair share or sprinkling rate processing.

Note: Delivery proposal calculations do not use fair share or sprinkling rate processing.

Does not calculate retained (available) quantities.

Note: The system ignores the inventory.

Applies the for Order Line processing option on the Satisfaction Rate tab using size weights.

The formulas for delivery proposals are similar to those used for allocation proposals with some modifications. The system accounts for not only the sales order detail lines selected for processing, but accounts for all the sales order detail lines that are present in the same sales orders.

If the Include Processed Orders in Delivery processing option on the Status tab is blank, then the satisfaction rate calculation is (Satisfaction Rate) = 100 x (Retained Quantity) / (Ordered Quantity − Processed Quantity).

If the value of the Include Processed Orders in Delivery processing option on the Status tab is 1, then the satisfaction rate calculation is (Satisfaction Rate) = 100 x (Retained Quantity + Processed Quantity) / (Ordered Quantity).

Applies the for Level 4 Item processing option on the Satisfaction Rate tab with no size weighting.

The formulas for delivery proposals are similar to those used for allocation proposals with some modifications. The system accounts for not only the sales order detail lines selected for processing, but accounts for all the sales order detail lines present in the same sales orders.

If the Include Processed Orders in Delivery processing option on the Status tab is blank, then the satisfaction rate calculation is (Satisfaction Rate) = 100 x (Retained Quantity) / (Ordered Quantity − Processed Quantity).

If the value of the Include Processed Orders in Delivery processing option on the Status tab is 1, then the satisfaction rate calculation is (Satisfaction Rate) = 100 x (Retained Quantity + Processed Quantity) / (Ordered Quantity).

Applies the for Level 3 Item processing option on the Satisfaction Rate tab with no size weighting.

The formulas for delivery proposals are similar to those used for allocation proposals with some modifications. The system accounts for not only the sales order detail lines selected for processing, but accounts for all the sales order detail lines present in the same sales orders.

If the Include Processed Orders in Delivery processing option on the Status tab is blank, then the satisfaction rate calculation is (Satisfaction Rate) = 100 x (Retained Quantity) / (Ordered Quantity − Processed Quantity).

If the value of the Include Processed Orders in Delivery processing option on the Status tab is 1, then the satisfaction rate calculation is (Satisfaction Rate) = 100 x (Retained Quantity + Processed Quantity) / (Ordered Quantity).

Applies the for Level 2 Item processing option on the Satisfaction Rate tab with no size weighting.

The formulas for delivery proposals are similar to those used for allocation proposals with some modifications. The system accounts for not only the sales order detail lines selected for processing, but accounts for all the sales order detail lines present in the same sales orders.

If the Include Processed Orders in Delivery processing option on the Status tab is blank, then the satisfaction rate calculation is (Satisfaction Rate) = 100 x (Retained Quantity) / (Ordered Quantity − Processed Quantity).

If the value of the Include Processed Orders in Delivery processing option on the Status tab is 1, then the satisfaction rate calculation is (Satisfaction Rate) = 100 x (Retained Quantity + Processed Quantity) / (Ordered Quantity).

Applies the for Level 1 Item processing option on the Satisfaction Rate tab with no size weighting.

The formulas for delivery proposals are similar to those used for allocation proposals with some modifications. The system accounts for not only the sales order detail lines selected for processing, but accounts for all the sales order detail lines present in the same sales orders.

If the Include Processed Orders in Delivery processing option on the Status tab is blank, then the satisfaction rate calculation is (Satisfaction Rate) = 100 x (Retained Quantity) / (Ordered Quantity − Processed Quantity).

If the value of the Include Processed Orders in Delivery processing option on the Status tab is 1, then the satisfaction rate calculation is (Satisfaction Rate) = 100 x (Retained Quantity + Processed Quantity) / (Ordered Quantity).

Applies the for Level 0 Item processing option on the Satisfaction Rate tab with no size weighting.

The formulas for delivery proposals are similar to those used for allocation proposals with some modifications. The system accounts for not only the sales order detail lines selected for processing, but accounts for all the sales order detail lines present in the same sales orders.

then the satisfaction rate calculation is (Satisfaction Rate) = 100 x (Retained Quantity) / (Ordered Quantity − Processed Quantity).

If the value of the Include Processed Orders in Delivery processing option on the Status tab is 1, then the satisfaction rate calculation is (Satisfaction Rate) = 100 x (Retained Quantity + Processed Quantity) / (Ordered Quantity).

Applies the following processing for every order if the Top/Bottom Management (Y/N) processing option on the Top/Bottom Processing tab is set to a value of Y.

The formulas for delivery proposals are similar to those used for allocation proposals with some modifications. The system accounts for not only the sales order detail lines selected for processing, but accounts for all the sales order detail lines present in the same sales orders.

If the Include Processed Orders in Delivery processing option on the Status tab is blank, then the satisfaction rate calculation is (Satisfaction Rate) = 100 x (Retained Quantity) / (Ordered Quantity − Processed Quantity).

If the value in the Include Processed Orders in Delivery processing option on the Status tab is 1, then the satisfaction rate calculation is (Satisfaction Rate) = 100 x (Retained Quantity + Processed Quantity) / (Ordered Quantity).

Groups all extracted sales order detail lines into families according to the value of one or two specific item category codes. The aliases of these category codes are set up in the Item Category Alias Grouping Code 1 and Item Category Alias Grouping Code 2 processing options on the Top/Bottom Processing tab.

As a result of this step, the sales order detail lines are sorted into one or several families.

Top or Bottom is defined in the Special Handling field of the item category code defined in the Item Category Code Alias Top/Bottom processing option on the Top/Bottom Processing tab. If the value of the Special Handling field is equal to 1 or T, then the item is considered to be Top. If the value of the Special Handling field is equal to 2 or B, then the item is considered to be Bottom.
Calculates the total retained quantity of the Top (TQR) and Bottom (BQR) for every family.
Calculates the total proposed quantity of the Top (TQP) and Bottom (BQP) for every family.

If TQP or TQR equals zero, then the system does nothing; otherwise, it compares the TQR/TQP and BQR/BQP fill rates.

If the Top fill rate (TQR/TQP) is smaller than the Bottom fill rate, then all Top items are retained for the allocation.

If BQR is smaller than BQP x (TQR / TQP + (Allowed %) / 100), where Allowed % is the value in the Tolerance Limit (in %) processing option on the Top/Bottom processing tab, then all Bottom items are retained for the allocation as well.

Otherwise, only the total quantity BQP x (TQR / TQP + (Allowed %) / 100) of Bottom items is retained. To obtain this total value, for every Bottom item line, the system adjusts the retained quantity by the factor BQP x (TQR / TQP + (Allowed %) / 100) / ∑BQR.

If the Bottom fill rate (BQR / BQP) is smaller than the Top fill rate, then all bottom items are retained for the allocation.

If TQR is smaller than TQP x (BQR / BQP + (Allowed %) / 100), where Allowed % is the value in the Tolerance Limit (in %) processing option on the Top/Bottom Processing tab, then all top items are retained for the allocation as well.

Otherwise, only the total quantity TQP x (BQR / BQP + (Allowed %) / 100) of Top items is retained. To obtain this total value, for every Top item line the system adjusts the retained quantity by the factor [TQP x (BQR / BQP + (Allowed %) / 100)] / ∑TQR.
Adjusts the retained quantities if necessary using the Tolerance Limit (in %) processing option on the Top/Bottom Processing tab of the Generate Allocation and Delivery Proposals program.

Calculates the satisfaction rate for the Item Category Code Alias 1,Item Category Code Alias 2, and Group Satisfaction Rate processing options on the Satisfaction Rate tab.

The formulas for delivery proposals are similar to those used for allocation proposals with some modifications. The system accounts for not only the sales order detail lines selected for processing, but accounts for all the sales order detail lines present in the same sales orders.

If the Include Processed Orders in Delivery processing option on the Status tab is blank, then the satisfaction rate calculation is (Satisfaction Rate) = 100 x (Retained Quantity) / (Ordered Quantity − Processed Quantity).

If the value of the Include Processed Orders in Delivery processing option on the Status tab is 1, then the satisfaction rate calculation is (Satisfaction Rate) = 100 x (Retained Quantity + Processed Quantity) / (Ordered Quantity).

Note: The Item Category Code Alias 1, Item Category Code Alias 2, and Group Satisfaction Rate processing options on the Satisfaction Rate tab are referred to as Item Group Constraint.

The Generate Allocation and Delivery Proposals program groups all extracted sales order lines into item groups based on the value of one or two specific item category codes. The aliases of the category codes are set up in the Item Category Alias Grouping Code 1 and Item Category Alias Grouping Code 2 processing options on the Top/Bottom Processing tab.

As a result of this step, the sales order lines are sorted into one or several item groups.

For every item group:

Calculates the ratio between the total retained quantity and the total proposed quantity.
If this ratio is less than the value set in the Group Satisfaction Rate processing option on the Satisfaction Rate tab, then the retained quantity is set to zero for all items within this group.

Caution: If the Item Group Constraint processing options on the Satisfaction Rate tab are activated and the Top/Bottom Management (Y/N) processing option on the Top/Bottom Processing tab is set to a value of Y, then all items within one Top/Bottom family should belong to the same item group to obtain consistent results. The JD Edwards EnterpriseOne Apparel Management system does not verify this condition. It is the user's responsibility to ensure this consistency.

Calculates the satisfaction rate for the sales order based on the Satisfaction Rate processing option on the Process tab.

The formulas for delivery proposals are similar to those used for allocation proposals with some modifications. The system accounts for not only the sales order detail lines selected for processing, but accounts for all the sales order detail lines present in the same sales orders.

If the Include Processed Orders in Delivery processing option on the Status tab is blank, then the satisfaction rate calculation is (Satisfaction Rate) = 100 x (Retained Quantity) / (Ordered Quantity − Processed Quantity).

If the value of the Include Processed Orders in Delivery processing option on the Status tab is 1, then the satisfaction rate calculation is (Satisfaction Rate) = 100 x (Retained Quantity + Processed Quantity) / (Ordered Quantity).

Depending on the value of the Satisfaction Rate based on processing option on the Process tab, the satisfaction rate is calculated for every sales order based on either:

All order detail lines for the sales order.
Only on extracted lines, which are sales order detail lines filtered via the data selection and the processing options on the Status and Dates tabs.

The system compares the satisfaction rate to the ratio between the total retained quantity and the total proposed quantity.

Applies the Minimum Quantity Allocated and Maximum Quantity Allocated processing options on the Process tab.

Compares the total retained quantity of this order with the range in the processing options. If the total retained quantity is not in the range of the processing options, then the order is not retained for the allocation.

Performs automatic validation based on the setting of the Create Automatic Validation processing option on the Validations tab.

If the Create Automatic Validation processing option is set to a value of 1, then the program validates all lines retained for the allocation. The validated lines are hard committed to the sales order, or committed to Other SO1 or Other SO2 based on the processing option setting on the Validations tab.

If the Create Automatic Validation processing option is set to a value of Blank, then no automatic validation is required and the order lines retained for the allocation are neither soft committed nor hard committed. The system adds the item quantities to the Quantity On Other 1 field in the F41021 table.