Allocate Cases before Eaches

SUGGESTED

The business need is to set up allocation rules that always allocates cases of product, regardless of the setup on the product record. For example, on the customer tab of the product record the unit is EA (each) If a case of that product is equal to 12 EA's and the customer orders 24, the desired allocation should be for 2 cases, not 24 eaches.

We have tried many different settings on the allocation rules, both globally and at the category level, and the system will not behave in this fashion. If the sales unit on the customer tab of the product record is EA, it allocates 24 eaches. If the sales unit is cases it allocates 2 cases. Is it possible to write a global allocation rule that always allocates cases, regardless of the product setting? If so, what is that configuration?

  • 0
    SUGGESTED

    To take into account units in the allocation process, you need to setup detailed allocation. As long as the sales unit defined on the sales order line is "Cases", it is possible to allocate automatically the stock line using the packing unit "Cases". Try the following allocation rule:

  • 0 in reply to Julien Patureau

    I was just testing this out.  where my sales unit though is still EA, but I declared my packaging to be CAS with the qty for a case pack in the product-site record.  Also i ensured that there was no home location listed in the product site.

    In the allocation and issue rules section:

    I have the PAC Complete checkbox selected

    and then I have the units in the allocation and issues rules grid set like it is pictured above.

    From there i was able to get my product to default to a case pack when the quantity ordered was enough of the case pack... if the sales order was a case pack + extra, then it would pull the case pack and then the left over stock units from another location.

    Did I over do the settings?  Is there a more efficient want to set this up ?