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4249: Fulfillment Dynamic Allocation

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Course Type

  • Instructor Led

Duration

  • 2 Days

Target Audience

  • EndUser
  • SuperUser

Course Description

This curriculum provides a detailed description of the Dynamic Allocation solution to help you in your day-to-day allocation activities. This curriculum includes seven courses. The additional resources can be downloaded and printed if desired. The hands-on exercises in the curriculum are designed using the Fulfillment Dynamic Allocation training environment. It is essential you have access to this environment to practice the exercises.

Course Notes

  • 7 Lessons

Lesson Details

4249-01: An Overview

Lesson Objectives

  • Provide an overview of Dynamic Allocation and its integration into the Fulfillment solution capabilities
  • Describe a basic user workflow using Dynamic Allocation
  • Discuss the key advanced features of Dynamic Allocation

Lesson Exercises

Not Applicable

1 Hour 30 Minutes ILT
4249-02: Creating Need Variables

Lesson Objectives

  • Provide an overview of Need Variables
  • Create Base Need Variables
  • Create Derived Need Variables

Lesson Exercises

  • Creating Base Need Variables
  • Creating Derived Need Variables
1 Hour 30 Minutes ILT
4249-03: Working with Allocation Profiles and Allocation Sets

Lesson Objectives

  • Create Allocation Profiles
  • Add Attributes to Allocation Profiles
  • Create Allocation Sets
  • Create a Destination Search

Lesson Exercises

  • Creating Allocation Profiles
  • Adding Attributes to Allocation Profiles
  • Creating Destination Selections
  • Configuring Allocation Sets
  • Creating Reason Codes
2 Hours ILT
4249-04: Reviewing and Approving Allocations

Lesson Objectives

  • Navigate through the Allocation Workbench - Review page
  • Calculate and review allocations
  • Approve and release allocations
  • Review the Dynamic Allocation output

Lesson Exercises

  • Calculating, Reviewing, and Approving Allocations
  • Reviewing the Final Allocations in the RecShip and Plan Analysis Pages
1 Hour 30 Minutes ILT
4249-05: Advanced Features

Lesson Objectives

  • Explain how to set up a shipper pack supply
  • Explain the uses of an Alternate Data Collect
  • Describe the Waved Allocations functionality
  • Describe the business case for Multi-Tiered Allocations

Lesson Exercises

  • Creating and Allocating a Prepack Supply
  • Using Alternate Data Collects
  • Creating Allocation Profile with Waves
1 Hour 30 Minutes ILT
4249-06: Using Dynamic Allocation To Purchase New Products

Lesson Objectives

  • Provide an overview of using Dynamic Allocation to purchase products
  • Review the steps involved in the purchasing process flow
  • Explain the purpose of wave templates and how they assist a planner with purchasing quantities of product in Dynamic Allocation

Lesson Exercises

  • Creating Need Profiles
  • Assigning Need Profiles to ltem(s) to Create Need Sets
  • Reviewing and Approving Need Quantity
2 Hours ILT
4249-07: Dynamic Allocation Setup and Processes

Lesson Objectives

  • Describe the Dynamic Allocation setup requirements
  • Describe the Calculate Aggregations, Calculate Need, and Calculate Allocations processes
  • List key output tables that hold Dynamic Allocation results

Lesson Exercises

Not Applicable

30 Minutes ILT