Introduction

The Allocation Business Essentials course discusses the features and functionalities of the Allocation system that helps retailers in optimizing their supplies across all locations using real time inventory information.

Prerequisties

• RMS Store Org
• RMS Foundation Data (Location Lists/Traits)
• RMS Item creation
• RMS PO Creation.

Course Content

1. Allocation Overview

• Defining Allocation
• Differentiating Between Allocation and Replenishment
• Identifying Benefits of Allocation
• Explaining Integration of Allocation with Other Systems
• Describing the Allocation Business Process
• Describing the Allocation Work Flow
• Explaining the Allocation Navigation

2. Allocation Features and Functions

• Personalizing Allocation Home Page
• Selecting Source and Items for Allocation
• Reviewing Items
• Selecting Locations
• Selecting Allocation Rules and Rule Modifiers
• Reviewing System Calculated Allocation Quantity
• Taking Action on the Allocation

3. What If Allocations

• Defining What If Allocation
• Benefits of What If Allocation
• What If Allocation Process Flow
• Identifying the Types of What If POs
• Creating What If POs
• Updating What If POs
• Creating Pre Packs

4. Allocation Scheduler

• Defining Allocation Scheduler Functionality
• Differentiating Between Parent and Child Allocations
• Creating a Scheduled Allocation
• Identifying Scheduled Allocation Statuses
• Describing Allocation Scheduler Dependencies
• Describing Parent and Child Allocation System Validations

5. Allocation Best Practices

• Describing Allocation Best Practices