Allocation Business Essentials 13.1

The Allocation Business Essentials course discusses the features and functionalities of the Allocation system that helps retailers in optimizing their supplies across all locations using real time inventory information. You learn about the different plans on which you can base your allocation rules, such as historical sales data, forecast sales data, and so on.

In this course, you will also learn about the What If feature of the Allocation system, as well as, how to create POs in RMS using the What If functionality. You also learn how to create scheduled allocations using the Allocation Scheduler functionality available in the system.

Learn To:

• Create allocations
• Define allocation Rules
• Define allocation Rule modifiers
• Create What If allocations
• Create and Update POs
• Create scheduled allocations

Audience

• Functional Implementer
• End Users

Course Topics Allocation Overview

• Defining Allocation
• Differentiating Between Allocation and Replenishment
• Identifying Benefits of Allocation
• Explaining Integration of Allocation with Other Systems
• Describing the Allocation Business Process
• Describing the Allocation Work Flow
• Explaining the Allocation Navigation
• Quiz

Allocation Features and Functions

• Personalizing Allocation Home Page
• Selecting Source and Items for Allocation
• Reviewing Items
• Selecting Locations
• Selecting Allocation Rules and Rule Modifiers
• Reviewing System Calculated Allocation Quantity
• Taking Action on the Allocation
• Quiz

What If Allocations

• Defining What If Allocation
• Benefits of What If Allocation
• What If Allocation Process Flow
• Identifying the Types of What If POs
• Creating What If POs
• Updating What If POs
• Creating Pre Packs
• Quiz

Allocation Scheduler

• Defining Allocation Scheduler Functionality
• Differentiating Between Parent and Child Allocations
• Creating a Scheduled Allocation
• Identifying Scheduled Allocation Statuses
• Describing Allocation Scheduler Dependencies
• Describing Parent and Child Allocation System Validations
• Quiz

Allocation Best Practices

• Describing Allocation Best Practices
• Quiz

Course Objectives

• Provide a detailed overview of Allocation
• List key systems with which Allocation integrates (RDF, RMS, and RWMS)
• Describe the Allocation Business Process in detail
• List the features and functionalities associated with each stages of the Allocation business process
• Explain ‘What if” allocation in detail
• Create What If POs
• Update What If POs
• Describe how pre-packs are optimized in Allocation
• Describe the new features added in Allocation version 13.1
• Describe Allocation Scheduler functionality
• Differentiate between Parent and Child allocations
• Create scheduled allocations
• Create Allocations for different business scenarios