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Joel Singam
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How to perform an automatic assignment using the assignments function?

1 minute read time.

In this blog I would like to discuss the automatic assignments function located under Stock, Assignments, Assignments.

This function is used to carry out an automatic and mass assignments.

You can run this function in simulation first to check the results and then run it in update mode to allocate the assignment lines.

There are two places where we can set the assignment rules.

  1. On the Products-site record under the Planning tab.
  2. On the General parameter DEFPTO (Assignment rule MTO).
    • Out of the box value for this parameter is "STD".
    • You can use a different assignment rule or modify the "STD" rule if you are going to manage assignments globally.

In this example, the assignment rule is on the product-site record.

Assignment rule:

General parameter DEFPTO (STO/SCH) - no change

Assignment rule STD - blank setup

Next, under Assignments workbench (FUNMLINK) check to make sure there are no quantities assigned.

  • Double click in column 1 to select the demand (SOF) and it automatically selects the WOF.
  • A chain icon in the second column is assigned to the WOF.
  • It indicates that the resources have not been assigned against the demand.

Now run the Assignments (FUNMAUTMTO) function to move the WOF to the assignments grid.

Once the assignment is successful a log file will be generated indicating the document numbers, product code and the allocated quantity.

If you go back and check the assignments workbench you will notice (highlighted below), “Left to be assigned” value is 0.

WOF line is listed under the assignments grid.

Additionally, if you receive the following message, “No pegging processed” when processing the Assignments or Deassignments (FUNMDESMTO) function,

  1. It could be a setup issue where the products-site record does not have an assignment rule code.
  2. Or the general parameter DEFPTO is blank, or it has the default value “STD”.
  3. Finally, there is nothing to assign. In this case check the assignment workbench or the enterprise planning workbench.

Enterprise planning workbench:

I hope this information is useful when trying to understand how to process the automatic assignments function.

  • in reply to jhollandny

    Hi Jhollandny,  The way I tested your scenario by removing the BTB option on the sales order and ran MRP. It will suggest 3 WOS and I removed the first and the second and released the third one (WOF). Force each SO line on the assignment to assign it against the WOF.

    I don't see any other way besides some modifications on the SO lines.

  • Hi Joel, 

    This was a helpful thread for setting up assignments and different scenarios. 

    I have one that I wondering if you have any insight.  Client creates a sales order with multiple lines for the same product all lines have a product source of "Work-Order."  Is it possible to generate the WO from the first line using multilevel planning for the full amount of the sales order and assign the other lines to the same work order?  The best would be if one work order could be created for all line of the same product, but that is not realistic.  I can does this if I manually create my work order and assign it the lines of the sales order.  I hope this is clear.  The result below was accomplished by creating a work order manually and assigning manually.  Appreciate any feedback.

  • in reply to Aaron Swinehart

    Hello Aaron, Based on the setup system will automatically assign the delivery request to the work order but the resources won't be assigned against the demand until you run the above process or manually assign it.  

  • Hello Joel, 

    I hope this message is being received. I realize this article was written nearly a year ago.  I was curious if something is possible given the below scenario:

    Customer creates Open Orders (GESSOR) with assigned Delivery Request (GESSOQ).  They then use Enterprise Planning to see their Delivery Request - then use Grouping Workbench to select which delivery request they want to create a work order for.  Is there a way or a parameter that can be set so that whichever delivery request are selected in the Grouping Workbench are automatically assigned to the generated "Firm" work order?  I ask this because you are already selecting the delivery request in the grouping workbench to generate the work order, but then you still have to go to Assignment workbench to link those delivery request to the Work Order. 

    Thank you in advance for your help and consideration. 

  • in reply to Matias Merlo

    Hello Matias,

    Currently, only firm WOs can be assigned. I believe the reason being, planned work orders cannot be allocated and tracked.

    Once you release the planned work order on the assignment workbench, it can be assigned.

    Thanks

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