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    Allocation Rule
    • 01 Oct 2022
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    Contents

    Allocation Rule

    • Updated on 01 Oct 2022
    • 1 Minute to read
    • Print
    Article Summary

    Understanding Allocation Rule

    What is Allocation Rule?

    It consists of multiple wave steps that control how particular functions behave, such as allocation, carrier assignment, document printing, load assignment, etc. These processes occur all before picking.

    Accessing Allocation Rule

    Within the Navigation menu, click on the search bar and type "Allocation Rule", and click on "Allocation Rule". Allocation Rule is also in Configuration, under Shipment Profile setup > Allocation Rule.

    Add Allocation Rule

    Click on the Red Action Buttonred action button, this will bring up a drop-down menu, and select "Add"

    add uom

    Name your Allocation Rule

    name allocation rule

    Also, ensureactive checked is checked so that the rule will appear in Canary7 and click on the submitsubmit button(1) button to add the Allocation Rule.

    Adding Allocation Rule Detail

    Within the Allocation Rule list, locate your new allocation rule and click on the three dotsThree dots and click edit.click add for rule detail

    Click on the Red Action Buttonred action button, this will bring up a drop-down menu, and select "Add"


    add rule detail

    Select the following:

    •  Allocation Strategychose from :
      • Any Location
      • Permanent Location
      •  FIFO
      •  LIFO
      •  FIFO
    • Location Selection Adding Location Selection Guide

    You can check allow split if needed and ensure thatactive checked is checked so that your detail will take effect.

    Once you have selected and entered the required fields, click on the submit buttonsubmit button(1) to add.


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