Single-Recipient POs From Allocation Table and Collective
PO
Use
This process is a variation of purchase order handling with single-store vendor order. Single-
recipient vendor orders for stores or customers are generated from the applications
Allocation Table and Collective Purchase Order.
Generation of Follow-On Documents for Allocation Table
In this case, the process follows the push principle (for example, in the framework of
seasonal procurement) to generate single-recipient vendor orders that are grouped by
distribution center and related stores. Generation of the issue documents (stock transfers,
deliveries, sales orders) from the distribution center to the recipients occurs as before.
Document Generation From the Collective Purchase Order
In this case, the processes follows the pull principle. It reacts to transmitted requirements by
means of sales orders and stock transfers to first bundle them and then create single-
recipient vendor orders. (See Process Flow)
Prerequisites
The prerequisites for single-store vendor orders apply.
Process Flow
...
1. Generation of vendor orders in the allocation table or in the collective purchase order
a. The items to be processed are first combined according to the criteria purchasing
organization, distribution center, vendor, and company code under a collective number in
each case.
b. Then follows a single-store grouping according to the criteria that exist in
Customizing for seasonal purchase order processing.
2. Once the vendor orders have been generated successfully, the dependent issue
documents are generated.
Restrictions
The prerequisites for single-store vendor orders apply, and also the following:
· The single-store or single-customer grouping of vendor orders from allocation table and
collective purchase order only occurs for purchase orders in the framework of seasonal
procurement.
· For single-store or single-customer vendor orders from allocation table and collective
purchase order, it is not possible to change the allocation-table-relevance indicator or the
Cross Docking processing method in the distribution center.
· The allocation table can only generate the follow-on documents for the recipients if the
single-recipient vendor order has already been generated in a separate generation run.
Allocation
Purpose
Retailers often have to centrally distribute merchandise among a large number of recipients (for
example, stores). One example would be fashion merchandise or promotional items. Using
allocation tables, you can plan the distribution of this type of merchandise and then trigger the
necessary goods movements.
You can have the merchandise delivered directly from the vendor to the recipient, from the vendor
to a distribution center and then to the recipient, or from a distribution center to a recipient. You
use notifications to coordinate communication between headquarters and the recipients. After you
have completed the planning stage, you can then have the system automatically create documents
for procuring or delivering the goods.
Normally in SAP Retail, a site can either be a store or a distribution center. In allocation
tables, however, a distinction is made between sites and distribution centers. A site is the
recipient of merchandise. This is usually a store but can also be a distribution center.
Distribution centers in allocation tables are important when goods are not delivered directly
from the vendor to the sites but to the distribution center. The distribution center then
splits it up among the sites.
Implementation Considerations
These functions are part of the business function Retail Enhancements (ISR_RETAILSYSTEM) that you
usually activate with the Retail business function set.
Integration
Required function: Required component:
Generation of allocation rules based on Retail Information System (RIS)
data in the Retail Information System
Listing check and listing in allocation tables Assortment
Generation of an allocation table for a Promotion
promotion in subsequent processing for a
promotion
Generation of an allocation table from Merchandise and Assortment Planning
merchandise and assortment planning
Generation of purchase orders as follow-on Ordering
documents for an allocation table
Generation of deliveries as follow-on Logistics Execution
documents for an allocation table
Generation of (single-recipient) vendor Seasonal procurement
purchase orders as follow-on documents
for an allocation table during cross-docking
with prepacking
Features
· Allocation rules as a reference for the stock split
You can define allocation rules and then use them as a reference when subsequently creating
allocation tables. An allocation rule can be valid for an article or for a whole merchandise
category. It contains the sites and the proportion of the merchandise each is to receive. This
information is then used in the allocation table to calculate the quantity each site is to receive.
SAP Retail enables allocation rules to be generated automatically. This is based on key figures you
select from the Retail Information System (RIS). You can include either planning or statistics data
in the allocation.
· Allocation tables for planning merchandise distribution
You create an allocation table in SAP Retail to split up a specific quantity of merchandise. The
allocation table contains all the important information on the how the merchandise is to be
distributed, such as the articles to be allocated, the source of supply, the recipients, the quantity
each is to receive and the delivery dates.
You also determine the goods movements (for example, direct-store-delivery) at this point. You
can have the system propose the sites. To do this, you enter an allocation rule or a site group.
You can include your own allocation strategy via a user exit. You can change any default data
suggested by the system.
· Notifications
The allocation function also enables information to be exchanged between the head office and
sites and distribution centers. Data is exchanged in the form of notifications; these are used by
head office to let the sites know to expect a goods receipt, and by the stores to make their
requests known to head office.
· Generation of follow-on documents
After you have completed planning merchandise distribution in an allocation table, you can have
the system automatically generate documents for procuring or delivering the stock. The type of
documents created depends on the type of goods movements planned.
· Updating merchandise distribution data
If you plan goods to be delivered from a vendor to the distribution center and then to the
recipients in an allocation table, the system updates the merchandise distribution data when
follow-on documents are generated. This data is later used for the merchandise to be distributed
in the distribution center.
Collective Purchase Order
Use
You can use collective purchase orders to plan the distribution of merchandise. You can use a
collective purchase order to combine the requirements of recipients, that may exist in the system as
warehouse orders or sales orders, to create a single order for a vendor (“pull” process). Distribution
data for a collective purchase order is kept in the system and you can then use this to control and
monitor the distribution of merchandise to recipients.
Integration
Required function Component to use
Inclusion of sales orders Sales Order Processing
Inclusion of warehouse orders Ordering
Generation of collective purchase orders
Generation of collective purchase orders Additionals
with SLS sub-items
Generation of (single-recipient) vendor Seasonal Procurement
purchase orders as follow-on documents for
an allocation table during cross-docking with
prepacking
Features
· Selection of issue document schedule lines on the basis of specified criteria
You can specify criteria for taking account of issue document schedule lines. Possible criteria are
the distribution center, recipient, relevant period, and issue document type, for example. You can
take existing warehouse stocks and open purchase orders into consideration as procurements
that have already been completed.
The selection procedure is the same as that for collective processing of due documents in
Logistics Execution. Issue documents must also meet the following conditions:
¡ Multiple partial deliveries must be permitted
¡ The issue document items cannot be assigned any special stock
¡ The issue document items must not relate to batches
¡ The issue document items must not relate to delivery groups
· Determination of potential collective purchase order items
On the basis of your entries, the system selects the relevant issue document items and their
schedule lines and adds up the quantities of each article for each distribution center to create
potential collective purchase order schedule lines. A potential collective purchase order item is
then created out of one or more collective purchase order schedule lines.
· Processing of collective purchase order items online
You can process potential collective purchase order items individually or in a worklist, and make
any changes that may be necessary. For example, you can assign sources of supply or change the
quantity of the schedule lines.
· Collective purchase order generation
When you create collective purchase orders online, you first process the potential collective
purchase order items and then start collective purchase order generation for one or more items.
· Collective purchase order with sub-items for supplementary logistics services (SLS)
In a collective purchase order, you can order articles for which the vendor is to perform special
services (for example, pre-packing). If you generate a collective purchase order for an article for
which SLS data is defined, the SLS data is automatically included in the collective purchase order.
If pre-packing is required, the system generates sub-items for every collective purchase order
item. A sub-item is created for each recipient and the quantity allocated to that recipient. For
more information about SLS, see Supplementary Logistics Services (SLS).
· Quantity optimizing
Quantity optmizing takes place during collective purchase order creation. For more information,
see Order Optimizing: Quantity Optimizing.
