Assignment
Use this function to set up assignment rules between requirements and resources. Assignments are links between orders. You can use them to set aside expected resources and dedicate them to specific requirements.
When you receive the products of a given resource into stock, these products are immediately assigned to the corresponding requirements.
The assignment rule to be applied to a product must be entered on the Product-site record.
Prerequisite
Refer to documentation Implementation
Screen management
Entry screen
Prioritizing requests and resources
During the automatic assignment process, the system starts by sorting out the requests to be assigned by requirement date and priority (if this criteria is considered).
For resources, an algorithm runs on filter lines in order to find the orders available for assignment. If the quantity found on the orders of the first filter line is too small, the next lines are applied until the requirement quantity is fully covered, or until declaring that the assignment cannot be completed.
Examples:
Order |
Date |
Product |
Quantity |
Unit |
SOF |
30/06 |
CD100 |
10 |
Pallet of 10 boxes |
POF |
15/06 |
CD100 |
100 |
Boxes of 10 units |
POF |
20/06 |
CD100 |
1,000 |
Units |
First scenario
Using one filter line and a single unit.
No new assignment can be created because there are different units linked to the SOF and the POF.
Second scenario
The first filter line uses a single unit, but the second filter line has no restrictions.
An assignment will be created between the SOF and the first POF, as no restriction applies to the second line.
Block number 1
Rule (field PTOCOD) |
The assignment rule is used to create a link between a requirement (sales order, material requirement, etc.) and a resource (work order, purchase order, etc.). |
Description (field PTODESAXX) |
This long description is used as a title in screens and reports. By default the short title, the long title or the column header of a data are recorded (on creation/update) in the connection language of the user.
A user who logs on with this language will view the short description, long description or column header in their connection language if a translation exists. Otherwise, these descriptions will be available in the folder language. Note:
The connection language must be defined as a default language for thefolder. |
Short description (field PTOSHOAXX) |
Back-to-back
Parameters
Horizon
Automatic adjustment
Order priority considerations
Grid Supply priority