Fulfillment Workbench Allocations/Reservations

[clingenf (Cynthia "Nikki" Lingenfelter)]

Bug or as designed?

• sales reserves parts
• warehouse uses allocate by part
  • there are multiple allocation templates that separate picks based on warehouse zone
  • running allocation template 1 will allocate and release for picking the parts in that zone
  • parts that were not available in that zone become unreserved
• we lose visibility on parts previously reserved
• Ideally we run:
  • allocation template 1 (releases to picking all parts in that zone)
  • allocation template 2 (doesn’t touch the parts allocate by the first allocation, allocates parts in zone 2)
  • allocation template 3 (same as 2)

If this is by design, then please help me see a use case for this.

[knash (Ken Nash)]

Is this the Auto Fulfillment, or Manual?

[clingenf (Cynthia "Nikki" Lingenfelter)]

Manual fulfillment from fulfillment workbench.

[knash (Ken Nash)]

Can you explain a bit more on what the templates are? Is that something that is set up? or just a term of what users are doing to get the workbench set up to process.

[clingenf (Cynthia "Nikki" Lingenfelter)]

Instead of doing an ad hoc allocation, they have built templates to specify the bins they want to pick from.

[knash (Ken Nash)]

Where is the template picked from? I don’t have that option (23.2)

[clingenf (Cynthia "Nikki" Lingenfelter)]

Look in the horizontal overflow in the top right, then select allocate by part (you can use a template with the other allocations too).
From there you will see the allocation process criteria, where you select things like what warehouse/zones to pick from. If you don’t have a template set up you will need to use ad hoc.