Considerations for Picking Rule Assignment Criteria

You can select any combination of criteria after assigning a picking rule. Selecting the criteria enables you to specify when the rule assignment is used.

For example, if a picking rule, which allocates lots based on FIFO, is assigned to a particular customer, then the material picked for that customer is allocated based on FIFO.

Before selecting criteria for picking rule usage consider:

• Which combination of picking rule and criteria will help achieve optimum material selection for your organization?

• What is your organization's preference for picking based on the available criteria?

Specifying criteria for picking rule assignment

You must consider the combination of picking rule and criteria that will meet your requirements on material consumption in your organization. For example, you have a picking rule that ships material based on Lot FIFO. You can assign that rule to a particular customer so that material for that customer is shipped based on FIFO.

Specifying criteria based on preference

Before selecting the criteria, you must consider your organization's preference for picking based on the available criteria.

• Customer

  Consider your organization's picking order preference on what material to ship to which customer. For example, if certain kind of material should be picked based on customer requirements, then the rule assignments with customer as criteria are effective.

• Carrier

  Consider your organization's preference on what material to ship based on carrier. For example, if the demand line is to be shipped via a specific carrier, then the carrier-based rule assignment will be effective.

• UOM class

  Consider your organization's preference on what material to ship based on UOM class. For example, if the demand line to be shipped specifies a UOM that belongs to a particular UOM class, then the UOM class-based rule assignment will be effective

• UOM

  Consider your organization's preference on what material to ship to based on UOM. For example, you have the following rules. Rule 1 sorts the subinventories in such a way that the item is stored by UOM 'Case' in the top subinventories. Rule 2 sorts the subinventories in such a way that the item is stored by UOM 'Each' in the top subinventories. You can sequence the rule assignments such that the correct demand lines with appropriate UOMs are picked using the appropriate rules.

• Source subinventory

  Consider your organization's preference on what material to ship to from which source subinventory.

• Destination subinventory

  Consider your organization's preference on what material to ship to which destination subinventory.

• Item

  Consider your organization's preference for particular items. For example, if the material needs to be consumed in a certain way because of the characteristics of the item, then the appropriate picking rule should be assigned to the item criteria. Take the case of milk products that should be consumed within the expiration date. In that case, a picking rule that has shelf life material restriction and assigned to item criteria "milk products" can work best in optimizing material selection.

• Item type

  Consider your organization's preference to ship material that belong to particular item types. You can select the best possible combination of a picking rule and item type that will help make selection efficient.

• ABC Assignment Group and Class

  Consider your organization's preference on material to ship based on a particular ABC assignment group and class.

• Transaction source type

  Consider your organization's preference on material to ship based on a particular transaction source type.

• Transaction type

  Consider your organization's preference on material to ship based on a particular transaction type.

• Transaction action

  Consider your organization's preference on material to ship based on a particular transaction action.