Allocation Data

WILLIAMS   CO  001              REPETITIVE SUPPLY                      8/26/93

 DSP01      WHS BEL           ENDORSEMENT MAINTENANCE                ALLOCATION

                                                                       ADDITION

 Order Number                  AAAPO1          Line Number       001           

 Endorsement                   000005          Effectivity Date   8/27/93      

 Vendor Number                 ACME            ACME WHOLESALE PRODUCTS         

 Part Number                   BOLT-100        BOLT-100 - PURCHASED            

                                                                                

 PO Generation Mode            2  QTY NOT ACCT'D - DAY                         

 Stockkeeping UM               EA EACH                             SKU per PU  

 Purchasing UM                 BX BOX                                12 /     1

 Order Increment                       1                                       

 Minimum Order Quantity                1                                       

 Maximum Order Quantity        999999999                                       

                                                                                

 Rank/Limit of Rank (SKU)      5         1.000   Planned Quantity        1.000 

                                                                               

 Schedule Type                 1  CONSUMPTION ANTICIPATION                     

 Delivery Type                 1  CANCEL AND REP                               

 Drawing Number                                                                

                                                                                

 F2=Command          F3=Exit             F4=Prompt           F5=Previous Screen

 F9=Inquiry          F10=Select          F15=Rekey Data                        

The following allocation data is defined.

·     The order increment per release

·     The minimum order quantity per release

·     The maximum order line quantity

The first two fields are used when planned requisitions are being allocated.  The quantity allocated to the purchase order line will be a multiple of the order increment specified in the endorsement.

If the quantity allocated to a purchase order line is less than the minimum order quantity per release, it is adjusted to the minimum order quantity per release.  The minimum order quantity defaults from the item/vendor relationship when the first endorsement is created.  The maximum order quantity defaults to the highest value possible. 

·     Rank/Limit of Rank (SKU)

The Rank/Limit of Rank field is used if the PO Generation Mode field (which is found on the Purchasing screen of Part Master Maintenance) is 1, 4, 7, or A.  The Rank/Limit of Rank field is used as a way to allocate planned requisitions to preferred vendors according to the negotiated quantity (limit of rank).  The rank has a value between 1 and 5.  A planned requisition is assigned to the vendor having the highest rank (for example, 1) until the limit of rank is reached.  If there is any amount that remains to be allocated from this planned requisition, the amount is assigned to the vendor with the next highest rank (for example, 2).

This is the most straightforward method and is probably the best to use for “simple” relationships with vendors.  For example, if you always purchase an item from the same vendor, this is the most appropriate method to use.

·     Planned Quantity

The planned quantity is used for parts having a PO generation mode of:

2, 5, 8, or B - allocation by planned quantity not accounted for

3, 6, 9, or C - planned quantity

The planned quantity is used to calculate the vendors’ quota.  (Refer to the Endorsement Allocation key concept.)

The following three fields also appear on the Endorsement Maintenance and Inquiry screens.  They are used for informational purposes only.

·     Schedule Type

·     Delivery Type

·     Drawing Number