To streamline the retail planning process, you can now push assortment strategies directly into allocation strategies. This ensures your allocation setup reflects your initial strategy and assortment plans—without having to start from scratch.
Seed Allocation Strategies from Assortment Plan
As long as a choice has an actual choice assigned, you can simply select the choice(s) you'd like to push to Allocations, right click, and hit 'Seed Allocation Strategies'. Please note that you are not able use this feature on Placeholder or PLM choices since an Actual Choice is required for Allocation Strategies.
Impacted Fields:
Through seeding the system will push the following fields from Assortment Plan into Allocations, where you will see them represented in Allocation Strategies:
Launch Date
Phase Out Date
End Date
Demand Type
Sales Curve
Presentation Profile
Launch Curve
Return Profile
Size Curve
Location List (includes all selling locations from automated cluster group and labeled as 'AssortmentLocation')
As long as these fields are defined on your choice or choice offerings in Assortment Plan, they will be pushed to Allocations. After seeding, you can update or change these values freely in Allocations. Changes made to your Allocation Strategies seeded from AP will not impact the AP Choice, and vice versa.
Please note that this is a point in time seeding operation, not an active sync - meaning that after the Allocation Strategy is seeded, fields and parameters can be maintained independently from the Assortment Plan Choice.
Excluded Fields
Additionally, there are specific fields that will not be copied through this process:
Location Curve
Safety Stock
Order Cycle
Location curves are not defined in AP, where the combination of Sales Curve and Automated Cluster Group are utilized instead. Safety Stock and Order Cycle as defined in AP are in respect to PO generation, not allocation. For these three fields, the system will default to Allocation Defaults, which can be overridden by the user.
Overriding Existing Allocation Strategies
In the case that you try to push a choice to Allocation Strategies which already has a strategy defined, the system will prompt you with a warning:
"Allocation Strategies already exist for some of your choices, pushing to allocation will override all existing setup in the allocations, are you sure you want to proceed?"
If you decide to confirm, the system will override all of the aforementioned fields on the Allocation Strategy with the details defined on your choice.
Please read more about configuring Allocation Strategies here.