How to: Adjust Quantities in the Allocation Plan Distribute

In the Allocation Plan Distribute page, the Allocation Plan Distribute Lines can be created manually or calculated using the Add Item Lines action.

There are several methods available to adjust the distributed quantity in the Allocation Plan Distribute Lines:

Changing quantities top-down using the Qty. to Distribute field.
Changing quantities bottom-up using the Allocation Plan Location Lines page.
Changing quantities bottom-up using the Group <n> Quantity fields.
Changing quantities by recalculating lines using an alternative Allocation Rule Calc. Method in the Destination Lines.

The buffer quantity to be purchased and kept in the warehouse can be adjusted by using the Warehouse Buffer % and the Buffer % fields.

The Total Quantity shows the sum of the Qty. Distributed and the Buffer Qty.

To change quantities top-down using the Qty. to Distribute field

Click the icon, enter Allocation Plan List, and select the relevant link.
Open an existing Allocation Plan Distribute, or create a new one. For more information refer to How to: Create an Allocation Plan Distribute.
Create Allocation Plan Distribute Lines manually, or click the Add Item Lines action.

In the field Qty. to Distribute you can fill in the total quantity you want to distribute to the destinations.

The system will break down the total quantity between the destinations and dimensions (if used). The assigned Allocation Rule is used to calculate the shares between the destinations.

Note: The fields Minimum Quantity and Maximum Quantity can set upper and lower quantity limits for the destinations. When the system recalculates the distribution top-down, it will consider those fields. Setting Maximum Quantity could result in differences between the fields Qty. to Distribute and Qty. Distributed, because it could cap the distributed quantity.

To change quantities bottom-up using the Allocation Plan Location Lines page

Click the icon, enter Allocation Plan List, and select the relevant link.
Open an existing Allocation Plan Distribute, or create a new one. For more information refer to How to: Create an Allocation Plan Distribute.
Create Allocation Plan Distribute Lines manually, or click the Add Item Lines action.
On the Allocation Plan Distribute Lines FastTab, click Line - Location Lines to open the Allocation Plan Location Lines page. Alternatively, you can drill down the Qty. Distributed field.
The Allocation Plan Location Lines page shows the locations (or customers) which are applied to the Allocation Plan Distribute Line according to the selected Allocation Rule. The Location Lines represent the most detailed level in the distribution calculation, and can be seen as the result on lowest level. By default, the Variant Dimension 1 Code and Variant Dimension 2 Code are shown, but all six Dimension Codes are stored in the Location Lines.
Change the Qty. field to the new desired quantity. The check box in the Changed column is automatically selected when you change a quantity. This should help you locate changed lines later.
Select the Locked check box, if you want to preserve the changes.

Note:
When you change the fields Qty. to Distribute in the Allocation Plan Distribute Lines, the system will recalculate the distribution between the variants and the locations (or customers) top-down. Only Location Lines with a selected Locked check box will be excluded from this full recalculation. It is a common mistake to change the quantity in the Location Line and then forget to select Locked check box.

To change quantities bottom-up using the Group <n> Quantity fields

Click the icon, enter Allocation Plan List, and select the relevant link.
Open an existing Allocation Plan Distribute, or create a new one. For more information, please refer to How to: Create an Allocation Plan Distribute.
Create Allocation Plan Distribute Lines manually, or click the Add Item Lines action.
Use the following fields to adjust the total distributed quantity in the Allocation Plan Distribute Lines:
- Group 1 Quantity - shows the quantity distributed to the first group.
- Group 2 Quantity - shows the quantity distributed to the second group.
- Group <n> Quantity - shows the quantity distributed to the <n>-th group.
Click the Group <n> Quantity field. If the selected Item has a Variant Framework with two Variant Dimensions, the Allocation Dist. Worksheet page will be opened (Step 6), otherwise the Allocation Plan Location Lines page will be opened (Step 7).
The Allocation Dist. Worksheet page shows the locations (or customers) which are applied to the Allocation Plan Distribute Line according to the selected Allocation Rule. It also shows the breakdown of quantities for each value of the Item's Variant Dimension 2. You can change the quantity directly in the Destination Total field or in each cell of the Variant Dimension 2 values. A red font indicates that the quantity has been changed and locked, while a blue font means the quantity has been changed but not locked. Alternatively, you can drill down the cells or click the Open List View action to change, lock, and unlock the quantities in the Allocation Plan Location Lines page (Step 7).

For items with variants which have weights defined, the distribution of the quantities between individual variants for each destination is determined by the Variant Weight specified in the Variant Framework.
The Allocation Plan Location Lines page shows the locations (or customers) which are applied to the Allocation Plan Distribute Line according to the selected Allocation Rule. The Location Lines represent the most detailed level in the distribution calculation and can be seen as the result on lowest level. By default, the Variant Dimension 1 Code and Variant Dimension 2 Code are shown, but all six Dimension Codes are stored in the Location Lines.
Change the Qty. field to the new desired quantity. The check box in the Changed column is automatically selected when you change a quantity. This will help you locate changed lines later.
Select the Locked check box, if you want to preserve the changes.

On the Allocation Plan Distribute Lines FastTab only six Group <n> Quantity fields are displayed. If the Allocation Rule consists of more groups, you can drill down in the No. of Groups field to access all used groups. Alternatively, you can click Line - Group Lines on the Allocation Plan Distribute Lines FastTab.

To change quantities using an alternative Allocation Rule Calc. Method in the Destination Lines

Click the icon, enter Allocation Plan List, and select the relevant link.
Open an existing Allocation Plan Distribute, or create a new one. For more information refer to How to: Create an Allocation Plan Distribute.
Create Allocation Plan Distribute Lines manually, or click the Add Item Lines action.
On the Allocation Plan Distribute Lines FastTab, click Line - Destination Lines.
The Destination Lines page shows the locations (or customers) which are applied to the Allocation Plan Distribute Line according to the selected Allocation Rule.
Change the Destination Weight field to use a different distribution share.
The field % Share is calculated and represents the share of the individual destination line of the total; the sum of % Share for all Destination Lines will be 100%.
If you want to recalculate all destination weights by applying a different Allocation Rule Calc. Method, select a different calculation method in the header area of the page. The calculation method change will trigger a recalculation of the Destination Weight fields and update the % Share field.

To change buffer quantities using the Warehouse Buffer % and the Buffer % fields.