1. Implementation and Configuration Guide
  2. Set Up Replenishment Rules

Set Up Replenishment Rules

Replenishment Rules are used to set up rules for allocation (i.e. locations from where inventory will be allocated as well as the UOM for allocation). Replenishment Rules will specify:

  • Allocation Zone
  • Allocation Area
  • UOM

Allocation Zones are viewed as zones of locations from which inventory will be allocated for replenishment. All storage/reserve locations that will be used to store inventory for replenishment will specify an allocation zone.

Note: Allocation Zones do not need to be defined in WMS like replenishment zones.
Task Description WMS Module Overview/Comments Task Details
Add Allocation Zones to Locations (Optional) Location Master Allocation zones are used to restrict allocation for replenishment from specific zones. The allocations zones will be added to the locations from which inventory will be allocated for replenishment. The location master will specify the allocation zone for each location. There can be multiple allocation zones. They can be used to prioritize location area from which inventory will be allocated.
  1. In 'Location Master' add the allocation zone code to each location.
  2. In the 'Locations' UI module, edit each location that needs replenishment and enter the allocation zone in the 'allocation zone' field
Create Replenishment Rules Replenishment Template Link - Replenishment Rules Replenishment Rules will be used to prioritize allocation from specific location areas, and also specify the UOM for allocation from specific location areas. In Replenishment Rules: - Sequence Number = Order in which allocation will occur with location area/zone - The location type = Location type from where inventory will be allocated for replenishmente
  1. In 'Replenishment Template' UI Module, access the 'Replenishment Rules
  2. Create a new replenishment rule
  3. Select the replenishment rule and access the details.
  4. In the details, enter a sequence number and select the location type.
  5. See additional setup in the next subtask.
Create Replenishment Rules Replenishment Template Link - Replenishment Rules In Replenishment Rules: - Restrict Area = Location Area from where inventory needs to be allocated (optional) - Restrict Allocation Zones = Allocation Zones of locations from which inventory needs to be allocated. Allocation zone specified in location master (optional) - Allocation Method - Allocation UOM = UOM at which inventory will be allocated - Flag 'consolidate and distribute' = This flag applies to units and cases. When checked: units and cases allocated will be moved to a temporary LPN to be moved When unchecked: Full LPNs of units and cases allocated will be palletized and moved even when partial allocated
1. In 'Replenishment Template' UI Module, access the 'Replenishment Rules 2. Select the replenishment rule and access the details 3. Enter an allocation zone or location area in fields 'restrict allocation zone' and/or 'restrict area' 4. Select an Allocation Method 5. Select the UOM 6. Check the ' Consolidate and distribute' flag if needed 7. Save changes