Manage Stock Allocation Preferences

Managing Stock Allocation Preferences

Select the “Manage Stock Allocation Preferences” activity in the “Stock Demand Management” business component.

The “Maintain Stock Allocation Preferences” page appears.

Enter the following fields in the “Search Criteria” section.

MR Class	Use the drop-down list box to select the MR class. The system lists the following values along with a blank value: Maintenance – Select this option to indicate that the MR is created for a maintenance requirement. General – Select this option to indicate that the MR is created for a general requirement. If the MR Class is selected as “General”, the system ensures that the stock status is not selected as “PBH” for any of the parts. Replenishment – Select this option to indicate that the MR is created for replenishment requirement. The system leaves the field blank, by default.
MR Type	Use the drop-down list box to select the type of the material request. The system lists the following values along with a blank value: Planned – Indicates that the material request is raised due to planned maintenance activities or execution documents, which contains the list of materials required. Unplanned – Indicates that the material request is raised from the unplanned maintenance activities such as the line station. The system leaves the field blank, by default.
MR Priority	Use the drop-down list box to select the priority of the material request. The system lists all the ‘active’ MR priorities defined in the “Maintain Material Request Priority” page of the “Logistics Common Master” business component along with a blank value. The system leaves the field blank, by default.
Request For	Use the drop-down list box to specify whether the material request is created for internal parts, customer parts or both the internal and customer parts. The system lists the options “Internal”, “Customer” and “Internal And Customer”, only if there is an interaction between the current business component and the “Stock Maintenance” business component and between the “Stock Maintenance” component and the “Customer” component along with a blank value. The system leaves the field blank, by default.
Workcenter #	The number identifying the work center where the parts are required. Help facility available.
Warehouse #	The number identifying the warehouse where the parts are required. Help facility available.
Part Type	Use the drop-down list box to select the type of parts for which the material request is prepared. The system lists the values “Component”, “Consumable”, “Kit”, “Miscellaneous”, “Raw Material”, “Expendable” and “Tool” along with a blank value. The system leaves the field blank, by default.
Part Category	Use the drop-down list box to specify the category for parts in the material request. The system lists all the Quick Codes defined under the Type 'Part Category' in the “Create Quick Codes” activity of the “Part Administration” business component along with a blank value. The system leaves the field blank, by default.
Part #	The number identifying the part for which the material request is prepared. Help facility available.
Part Description	The textual description of the part.
Planning By	Use the drop-down list box to specify the document based .Documents are loan order, purchase order, repair order, stock availability and stock transfer.

Click the “Search” pushbutton to retrieve the search results in the multiline.

The system displays the following field in the “Allocation Preferences” multiline:

Preference ID

The unique number identifying the stock allocation preference.

Enter the following fields in the multiline:

Preference Description	The description of the Preference ID. Mandatory.
MR Class	Use the drop-down list box to select the MR class. The system lists the following values along with a blank value: Maintenance – Select this option to indicate that the MR is created for a maintenance requirement. General – Select this option to indicate that the MR is created for a general requirement. If the MR Class is selected as “General”, the system ensures that the stock status is not selected as “PBH” for any of the parts. Replenishment – Select this option to indicate that the MR is created for replenishment requirement. The system leaves the field blank, by default.
MR Type	Use the drop-down list box to select the type of the material request. The system lists the following values along with a blank value: Planned – Indicates that the material request is raised due to planned maintenance activities or execution documents, which contains the list of materials required. Unplanned – Indicates that the material request is raised from the unplanned maintenance activities such as the line station. The system leaves the field blank, by default.
MR Priority	Use the drop-down list box to select the priority of the material request. The system lists all the ‘active’ MR priorities defined in the “Maintain Material Request Priority” page of the “Logistics Common Master” business component along with a blank value. The system leaves the field blank, by default.
Workcenter #	The number identifying the work center where the parts are required. Help facility available.
Warehouse #	The number identifying the warehouse where the parts are required. Help facility available.
Request For	Use the drop-down list box to specify whether the material request is created for internal parts, customer parts or both the internal and customer parts. The system lists the options “Internal”, “Customer” and “Internal And Customer”, only if there is an interaction between the current business component and the “Stock Maintenance” business component and between the “Stock Maintenance” component and the “Customer” component along with a blank value. The system leaves the field blank, by default.
Part #	The number identifying the part for which the material request is prepared.
Part Description	The textual description of the entered part #.
Include Alt. Parts	Select the checkbox to identify whether the alternate parts is to be included or not?
Part Type	Use the drop-down list box to select the type of parts for which the material request is prepared. The system lists the values “Component”, “Consumable”, “Kit”, “Miscellaneous”, “Raw Material”, “Expendable” and “Tool” along with a blank value. The system leaves the field blank, by default.
Part Category	Use the drop-down list box to specify the category for parts in the material request. The system lists all the Quick Codes defined under the Type 'Part Category' in the “Create Quick Codes” activity of the “Part Administration” business component along with a blank value. The system leaves the field blank, by default.
Part Group	Use the drop-down list box to specify the part group of the parts in material request. The system lists all the group codes defined with Associate Parts as 'Yes' in the “Create Part/Service Groups” activity of the “Part Administration” business component along with a blank value. The system leaves the field blank, by default. Note: Part # / Part Type / Part Category / Part Group control will be displayed based on the set option “Identification of Parts in Allocation Preference through” under the category “Stock Demand Management” in the Set inventory process parameter.
Effective From	The starting date from which the Preference ID is effective.
Effective To	The ending date until which the Preference ID is effective.

The system displays the following field in the “Allocation Preferences” multiline:

Planning Options

Click the icon to set the planning options for the Preference ID. Managing Planning Options.

Click the “Save” pushbutton to record the stock allocation preferences.