Consider Shipping History

If you have an item that's in high demand, then you can use your historical shipments to allocate supply for future requests.

You can specify the date range for the historical shipments, and Promising will consider the orders that you already shipped when it allocates supply.

Summary of the Setup

1. Set the days on the model.
2. Create your rule.

Assume today is January 15, you're in the Vision Operations organization, and you need to create an allocation rule for high demand and low demand according to a percentage.

Set the Days on the Model

You need to do this only one time.

1. Go to the Global Order Promising work area, then click Tasks > Maintain Supply Network Model.
2. On the Maintain Supply Network Model page, search the Organization attribute for Vision Operations.
3. In the search results, set the value to determine how far back into history you want to go.

   Attribute	Value
   Past Due Sales Order Days	15 This value indicates the number of days before today that Promising will use to examine your shipment history. So, if today is January 15, then Promising will look at the history going back to but not before January 1.

4. Click Save.

Create Your Rule

Do this each time you need to create an allocation rule.

1. Click Tasks > Manage Planning Allocation Rules.
2. On the Manage Planning Allocation Rules page, click Actions > Create, then set the values.

   Attribute	Value
   Name	My Allocation Rule
   Specification Type	Percentage

3. Click Allocation Targets, click Actions > Add Row, then set the values.

   Attribute	Value
   Start Date	January 1
   End Date	January 15

4. In the Allocation Targets area, add the demand classes, then click Save.

   Demand Class	Allocation Target
   High Priority	80
   Low Priority	20

5. Click Date Range to Consider Shipping History, click Actions > Add Row, set the values, then click Save.

   Attribute	Value
   Start Date	January 1
   End Date	January 15

Note

• You set the start date so it happens on or after the start date that you set for your allocation targets.
• You can set any date range, but we recommend that you set it so it happens in the same time frame that the Past Due Sales Order Days attribute specifies.

Runtime Results

Assume today is January 15.

The on-hand supply for the item on January 1 is 200 units.

The shipping history for the item on January 15 is:

• Quantity shipped for High Priority is 60 units.
• Quantity shipped for Low Priority is 40 units.
• Supply on January 15 is 100 units (200 minus 100).

On January 15 you specify a date range of January 1 to January 30 to consider shipping history. Here's how Promising uses the shipping history to calculate the remaining allocation.

What Promising Calculates	Value
Total shipped sales orders up to January 15	100 units
Total supply that's available	100 units
Total supplies that are available during the date range in your shipping history	200 units (100 units shipped plus 100 units not shipped)
Supplies allocated to High Priority	160 units (80% of 200 units)
Supplies allocated to Low Priority	40 units (20% of 200 units)
Remaining allocation for High Priority as of January 15	100 units (160 allocated minus 60 shipped)
Remaining allocation for Low Priority as of January 15	0 units (40 allocated minus 40 shipped)

If you don't specify a date range to consider shipping history, then here's how Promising calculates the remaining allocation for High Priority and Low Priority on January 15.

What Promising Calculates	Value
Total supply that's available	100 units
Remaining allocation for High Priority	80 units (80% of the total supplies that are available on January 15).
Remaining allocation for Low Priority	20 units (20% of the total supplies that are available on January 15)