Overview of Supply Allocation Rules

Use supply allocation rules to improve demand fulfillment across weekly buckets by selecting hierarchical nodes for allocation based on organization structures, and by ranking nodes for allocation priority.

Here's how you use rules to manage supply allocation:

• You select attribute hierarchies that need supply allocation.

• You rank each node to control the order in which nodes are considered for supply allocation.

• You can improve demand satisfaction at high-priority nodes by allowing the planning process to steal supply for these nodes from lower-priority nodes.

• You increase or decrease stealing protection at a node to control how much supply routed to another higher-ranked node.

• You assign your supply allocation rule to an item-organization combination.

For allocation to work, a few conditions should be met:

• The assigned item-organization combination for an end item or sales order. Components or subassemblies won't be considered unless the subassemblies themselves are sold as spare parts and have sales orders associated.

• You must do a Refresh and Plan run after making changes to the allocation rules.

• To plan with allocation, you can use up to three levels in the attribute hierarchy, but for every level used you must specify an appropriate attribute. You must use at least one level.

Here are a few considerations about the data you might be using for allocation:

• The Project and Task planning attributes aren't supported for allocation-based backlog planning.

• Supply-side planning attributes for types such as On Hand, Purchase Order, Transfer Order and Work Order aren't used in Backlog Management.

• Shipping history and Reservations are respected during allocation.