Setting Up Direct Allocations
Use EMT’s direct allocation feature to make a preliminary inventory allocation at the SBU’s site when you generate the original primary sales order. When the SBU imports your EMT PO to create a secondary sales order, the system automatically converts this preliminary allocation to a standard general allocation.
For direct allocations to work, make sure the following conditions are met in the setup data. These setup tasks are in addition to the setup required for any EMT environment. For example, you must also set up supplier, site, and item records, as well as the trading partner data required to transmit electronic business documents in EDI eCommerce.
• The SBU site must be set up in the SBU’s domain first.
• At the PBU, use Site Maintenance (1.1.13) to set up a connection site representing the supplying SBU site in the SBU’s domain.
• Use the same site name as that of the SBU site.
• In the Domain field, enter the name of the SBU’s domain. This domain must be in the current database.
• Leave EMT Supplier blank.
• Set External Supplier to Yes.
When you enter a sales order line that allocates inventory directly from the SBU site, you change the Site field in the EMT pop-up to this site. This allows you to make a preliminary allocation.
• At the PBU, use Supplier Create to create a supplier representing the supplying SBU site and use Supplier Data Maintenance to complete the supplier data setup. The supplier code must be identical to the site name.
• The EMT items defined at the PBU and the SBU must have the same item numbers.
• In Sales Order Control (7.1.24), set Direct Allocation to Yes.