Define a Supply Allocation Rule

Here's how you define a supply allocation rule.

1. Open the Manage Supply Allocation Rules task.

2. Using the Actions drop-down button, select Create.

3. On the Create Supply Allocation Rule page, enter a rule name.

4. In the Specification Type field, select whether the allocation should be done in percentages or a number of supply units.

   Note: If your specification type is Number, you can specify the allocation using the Specified Allocation attribute via the REST service.

5. Define allocation target windows.

   1. In the Allocation targets tab, click the Add button to add a target window.

   2. Specify the start date and end date for the target window.

6. Define allocation targets for each window.

   1. In the Start Date to End Date section, click the Add button.

   2. Select an allocation node.

   3. Specify an allocation percentage.

   4. Specify the node rank. 0 or null value is the highest rank value, and supply can't be stolen from nodes ranked 0 or with no rank value.

   5. Specify the stealing protection percentage, to protect a percentage of the allocated supply from being stolen by a higher-ranked node.

7. Define the date range to be considered for shipping history.

   1. In the Date Range to Consider Shipping History tab, click the Add Row icon.
   2. Specify the date range for which the shipment history is to be considered.

8. Define the allocation assignment.

   1. Select the assignment basis for your rule.

   2. Specify the item, organization, category, or combination to assign the rule.

9. Save your rule.

Note: Rank and stealing protection values for nodes should be the same across all time buckets.

Upload Quantity-Based Supply Allocations

Use file-based data import (FBDI) to upload quantity-based supply allocations in bulk. You can upload the allocations in the SupplyAllocationQuantities tab on the ScpPlanningAllocationRulesImportTemplate.xlsm. FBDI template.

The quantity-based supply allocations are available in the Manual Allocation measure in Allocation Workbench table. After the backlog plan run, the manual allocation is shown in the Allocated Supply measure which is used to plan the demand.

Assignment Basis for Supply Allocation Rules

You can assign a supply allocation rule to an item, an organization, a category, or to a combination of these attributes.

• To assign the rule to an item, select the Item assignment basis, and select the item.
• To assign the rule to an organization, select the Organization assignment basis, and select the organization.
• To assign the rule to a category of items, select the Category assignment basis, and select the category.
• To assign the rule to a specific item from a specific organization, select the Item and organization assignment basis. Then select the item and the organization.
• To assign the rule to a specific category of items from a specific organization, select the Category and organization assignment basis. Then select the category and the organization.

Date Range to Consider Shipping History

In case of a scarce supply or heavy demand of an order, the historical shipment data of an order over a specified period for all the allocation nodes is considered to plan the first allocation bucket.

Backlog Management considers the shipping history data of the date specified in the Date Range to Consider Shipping History tab and efficiently plans the future remaining allocation quantities.

Here are a few key points to consider while planning the new allocated supply:

• The new adjusted allocated supply should at least exceed the quantity of shipped sales orders within the specified period.
• If the allocation at the lowest level node is depleted and the shipped orders can’t be accommodated, then Backlog Management first consumes the allocation supply from the parent and topmost level node. If the shipped orders still can’t be accommodated, then Backlog Management steals from the lower ranked nodes.