Allocation Rule

An allocation rule is a condition that you create to specify how to allocate supply from different classes of demand. You can use it to set the allocation priority when promising your item.

Assume Computer Service and Rentals is your highest priority customer, and Big Computer Centers is your next highest priority customer. You can create an allocation rule that allocates 60 percent of your supply for Computer Service and Rentals and 40% to Big Computer Centers.

  • If you don't create an allocation rule, then Promising promises the requests that it receives in the same sequence that it receives them. For example, if you receive a fulfillment line for Big Computer Centers on Monday, and then an order from Computer Service and Rentals on Tuesday, then Promising will consume all the supply it needs for Big Computer Centers. This means there might not be any supply left for Computer Service and Rentals. You can create an allocation rule to make sure there's enough supply for Computer Service and Rentals.
  • You can use an allocation rule only when your ATP rule is in the supply search mode. You can't use it with a rule that's in lead time mode or infinite availability mode.
  • The fulfillment line that contains the item must specify a demand class.
  • The demand class that you specify in the allocation rule must apply to the item that Promising is fulfilling.
  • You can create allocation rules for customers, geographical areas, and so on.
  • To create an allocation rule, go to the Order Promising work area, then click Tasks > Manage Planning Allocation Rules.