Allocation

Within Boltrics there a multiple Allocation Strategies. You can find these allocation strategies here

What is an allocation strategy

In Boltrics an allocation strategy refers to the method or set of rules that determine how and where inventory is retrieved, and picked within the warehouse. It ensures that the right inventory is retrieved in the most effective way, optimizing space usage, labor, and handling time. Allocation strategies are crucial for improving the overall efficiency and accuracy of warehouse operations.

What does the Warehouse Proposal

1. Retrieve all the document (process) lines where the quantity to handle is greater then zero.
2. The lines will be converted to a warehouse journal lines
   • Default pick location will be calculated. For more information see Locations
   • Copies Reservation Tolerance and Priority from the Customer Item.
   • Last Expiration Date will be calculated. *For more information see Last Expiration Date
   • Copies Condition Set from condition set. For more information see Conditions

Execute the Allocation Strategy

Applied Sorting for the Warehouse Journal Lines: Availability, Requested Quantity. Explanation is based on the Allocation Strategy Combination

1. Foreach Customer Item in the Warehouse Journal Lines:
   • Calculate the Quantity Outstanding from Pick.
     • Outstanding Document Lines
     • Outstanding Warehouse Journal Lines
   • Calculate Outstanding replenishment's.
   • Filters will be applied on the inventory (Handling Unit Content).
   • Calculate if the valid Handling Unit Content has available inventory.
   • Calculate the optimal sorting for Bulk and Replenish Reservation Methods
   • Applies Reservation Date Filter
     • Based on Reservation Method of the Customer Item.
   • Loops through all the available Handling Unit Content
     • if the Handling Unit is allowed then base on the zone type

       • Bulk:

         • Check if Handling Unit is allowed
         • Assigns Location and determines strategy:
           • BreakBulk
           • Pick (Replenishment):
             • Default Pick Location
             • Dynamic Pick Location
             • Special Pick is required
           • Bulk (Directship)
         • Update Warehouse Journal Line
           • Insert Warehouse Detail Line. (Reservation for the handling unit content)

       • Pick, '':

         • Assigns Location and determines strategy:
           • Default Pick Location
           • Dynamic Pick Location
           • Special Pick Location
         • Update Warehouse Journal Line

Once the allocation strategy is completed, we can determine if all the requested inventory has been successfully allocated. When the inventory is successfully allocated we will execute a transfer strategy.

Tip

How to debug Allocation Strategy (in a Test Environment)

1. Go To Debugging Parameter List
2. Click on initialize
3. Activate the Show Handling Unit Content Parameter
4. Execute the Allocation for the Order
5. Foreach step in the allocation a message will be shown

Transfer Strategy

Within Boltrics there a multiple Transfer Strategies. You can find these transfer strategies here

What is a Transfer Strategy

In Boltrics, when a transfer strategy is applied, the system automatically generate pick orders and warehouse activities based on predefined rules in the strategy.

Execute the Transfer Strategy

Foreach accepted Warehouse Journal Line the Transfer Strategy function will be executed.

This explanation is based on Warehouse Transfer Function 93.

1. Update all PrePick Lines
2. Handle Bulk Lines
   1. Split by Building
   2. Assign Transfer Cluster ID
   3. Assign Warehouse Action Read More
3. Handle Pick
   • Group By:
     • Document No.
     • From Building
   • Assign Transfer Cluster Id.
4. Handle Replenishment's