Adjust Supply Assignment - Order Allocation Run
Application component: Order Allocation Run
App type: SAP GUI
Description: Insight to Action is a detailed reporting tool used to monitor and analyze assignment results, check for exceptions, and perform appropriate actions. This tool provides insight into the stock and requirement assignment and enables you to perform appropriate actions (such as assign, unassign, release, delivery creation, and so on). You can use the Insight to Action tool to perform the following assessment of the assignment situation in the system. The system considers the existing assignment as well as the unassigned requirement to analyze the assignment situation and provide an overview after the tool is executed.  Exceptions: Exceptions can be a deviation between delivery dates and/or quantities of orders (such as sales orders, stock transport orders, purchase orders, and so on). You can maintain exceptions using the Maintain Exception Rules app or ARUN_ITAE transaction. For more information, see Maintain Exceptions for the Insight to Action Tool.   E-mail the person responsible for exceptions: The system sends an automated e-mail to the person responsible for the exception rule.    Adjust assignment results using actions such as assign, unassign, release, block, and so on.   Create delivery for the assigned order that has a Supply assignment (ARun) with the status F (Ready for Delivery) or C (IFO Assignment).   Provide drill-down hierarchy for Requirement Overview and Stock Overview using the transaction ARUN_ITAH in order to view the requirement and stock situation in the output of the Insight to Action report accordingly. For more information, see Maintain Hierarchy Levels for Insight to Action Tool.  If the drill-down level or hiererachy is not selected, the requirement or stock displays in the ALV structure.   
Key features: On the initial screen of the Insight to Action tool, you can execute the Insight to Action tool based on the these selection criteria:  Execution Mode Choose one of the following execution modes:   Online: Select an assigned order or any open order. You can perform any action (such as assign, unassign, release, block, delivery creation, and so on) on an order. You can also save the changes after the actions are performed.   Background: You can perform an action, such as unassign, release, block, send emails for exceptions, or release check on a group of orders. The messages generated during background execution can be seen in the <Application Log> based on the Granularity set.      Selection Mode You can view normal or preview modes assignments by choosing one of the following selection modes:  In preview mode, for example, you can assign existing orders against future stock (for example, purchase orders and shipping notifications) to estimate the possible fluctuations of future warehouse stock. This is an early warning system with which you can simulate problems. That means that you can react proactively and in time. Assignment in preview mode considers, for example, delayed goods receipts for purchase orders, and possible quantity deviations. It shows the effects on the existing sales orders. Assignment against future stock takes place with status F (Ready for Delivery). During preview mode, neither the stock nor the requirements are locked. The results of the assignments in the preview mode are saved in the assignment table ARUN_PREVIEW. There is no update of the “real” requirements and stock. That means you can't create deliveries, for example, based on an assignment in the preview mode.  The results of the assignments in the normal mode are saved in the ARUN_BDBS table. If you execute the ARun Insight to Action (ARUNITA) tool in normal mode and perform an Assign action, the preview entry for that order item is deleted from the ARUN_PREVIEW table.    Drill Down/Hierarchy You can specify how the hierarchy or drilldown level should be displayed in the report output. This helps you analyze and configure the output according to business requirements. The drilldown levels can be configured using the Maintain Hierarchy Levels for Insight to Action Tool (ARUN_ITAH) transaction.   Exception Rule You can specify the exception rule defined for a specific order using the Maintain Exceptions for Insight to Action (ARUN_ITAE) transaction. If you have maintained this rule, the system calculates the exceptions for the selected orders and displays Demand-Date, Demad-Quantity and Cancellation-Date deviations in the respective columns in the output. You can assign one or more persons responsible to for the exception to each exception rule. You can choose to send an automated e-mail to the person who is responsible for exceptions. For more information about defining exception rules, see Maintain Exceptions for Insight to Action Tool (ARUN_ITAE).  Requirement/Stock Selection You can specify which requirements and stock should be included in the ARUNITA tool. Based on the selected requirement or stock type, a corresponding tab with the relevant selection criteria is displayed on the initial screen of the Insight to Action tool.  Requirement Selection You can choose which order types should be included in the Insight to Action tool:   Sales Order/Sales Contract: Sales orders and sales contracts are included if the Sales Order checkbox is selected. The Sales Order/Contract  tab with the sales order selection criteria is displayed on the tool's initial screen. You can also select requirements based on supply which are assigned to the requirements. For instance, you can specify the batch number in the Batch field under Stock Specific SO tab. In this case, the system selects the sales orders assigned to this batch number.    Stock transport order: Stock transport orders are included as requirements if the Stock Transport Order checkbox is selected. The tab with the stock transport order selection criteria is displayed on the tool's initial screen.   Note Incomplete or unconfirmed items of sales orders, and unconfirmed items of stock transport orders can now be selected in the Insight to Action tool.These incomplete or unconfirmed items can then be used during the release check process to calculate the assignment percentage, and during exception calculation.   Stock Selection This stock selection is also used in the assignment. If the user selects stock types on the initial screen, only those stock types will be used in the assignment action. If the user has selected batch stock and purchase order stock. then in the assignment pop-up screen, these stock types are visible and the assignment will be carried out with these stock elements. The user has the flexibility to provide a particular stock number in the assignment pop-up screen. You can choose from these stock segments that you want to include in the Insight to Action tool:   Batch stock : Batch stock is included as a stock type in the Insight to Action tool if this checkbox is selected. The Stock Overview tab is displayed on the initial screen of the Insight to Action tool with physical stock selection criteria.   Storage location : The stock available in the storage location is included as a stock type in the Insight to Action tool if this checkbox is selected. The Stock Overview tab is displayed on the initial screen of the Insight to Action tool with physical stock selection criteria.   Purchase orders : Purchase orders are included as a stock type in the Insight to Action tool if this checkbox is selected. The Stock Overview tab with the purchase order selection criteria is displayed on the initial screen.   Shipping notifications: Shipping notifications are included as a stock type in the Insight to Action tool if this checkbox is selected. The Stock Overview tab with the confirmation selection criteria is displayed on the initial screen.   Production Order: Production orders are included as a stock type in the Insight to Action tool if this checkbox is selected. The Stock Overview tab with the production order selection criteria is displayed on the initial screen.   Planned Order: (visible only in Preview mode) Planned orders are included as a stock type in the Insight to Action tool if this checkbox is selected. The Stock Overview tab with the planned order selection criteria is displayed on the initial screen.    Purchase Requisition: (visible in Preview mode) Purchase requisitions are included as a stock type in the Insight to Action tool if this checkbox is selected. The Stock Overview tab with purchase requisitions selection criteria is displayed on the initial screen.     Choose ActionThe Choose Action button is displayed on the initial screen of Insight To Action tool only when Background is selected in <Execution Mode>.You can choose Choose Action and select one of the following actions: Unassign: You can unassign a group of orders that were already assigned. Once the assigned orders are unassigned, those orders will be deleted from the ARUN_BDBS table. Release: You can manually change the ARun status of assigned orders from R (On Reservation) to On Hold for Delivery (H) or F (Ready for Delivery), or On Hold for Delivery (H) to F (Ready for Delivery).  Block: You can block an order by changing the ARun status F (Ready for Delivery) to the status On Hold for Delivery (H) or R (On Reservation ), or On Hold for Delivery (H) to R (On Reservation ).  Workflow Events: If the orders are deviated from exception rule, use workflow events to trigger tasks in background mode of ARUN Insight to Action tool. Situation: In the Insight to Action report, you can trigger situation for the specific circumstances which requires immediate user attention. Email Exceptions: In the Insight to Action report, for each exception, you can send an automated e-mail to the person responsible for the exception. You can enter the relevant username in the <Email To> field. Release Check: After you have assigned a required quantity to an order, you can view or modify the release rule conditions maintained for an order or line item. Based on the release rule conditions, the ARun status of the order changes accordingly.  Application Log: You can select any option for the selected action in the background mode, respective messages for each order or item are logged in the transaction SLG1. Output Flat and Tree Views The output of the Insight to Action tool is displayed in the following ways:   Flat View: If you have not maintained hierarchy or drilldown levels for demand and supply configuration in the ARUN_ITAH  transaction (see Maintain Hierarchy Levels for Insight to Action Tool), the output of the Insight to Action tool appears in a flat view. You can navigate to the tree view using the  icon if you have configured hierarchy using ARUN_ITAH. The output of the Insight to Action tool also appears in the flat view if you do not select any value from Drill Down/Hierarchy.   Tree View: Based on the Drill Down/Hierarchy levels defined using the ARUN_ITAH transaction (see Maintain Hierarchy Levels for Insight to Action Tool), the output is displayed in a tree view. If you have maintained the hierarchy configuration for requirement, then the Requirement node is displayed with the requirement and assignment results. The levels of this node are he same as the levels maintained in the Requirement Overview in Maintain Hierarchy Levels for the Insight to Action (ARUN_ITAH) transaction. If you have maintained hierarchy configuration for supply, then the Stock node is displayed with the available stock. If the Supply hierarchy is maintained, it displays the stock situation of the material plant for the demand/requirements you've selected. The levels of this node are same as the levels maintained in the Supply Hierarchy Configuration in Maintain Hierarchy Levels for the Insight to Action ARUN_ITAH transaction.  You can also navigate to flat view using the  icon.     Actions You can perform the following actions on the orders in Online mode:   Toggle between display mode and change mode: By default, the data is in display mode. Choose to go to edit mode. While you are editing, the displayed orders are locked and the existing data is updated. Note  If one or more orders are already locked by other users, these orders are not shown in the output and an error message with the details of the locked orders is displayed.   Assign: You can specify the quantity that needs to be assigned. You can also specify the stock numbers along with the Open-to-delivery dates wherever relevant in order to assign that requirement against a particular physical/future stock. Optionally, you can specify the supply sort rule by defining the supply sort rule in transaction ARUN_STKSRT. If the supply sort rule is specified in the Assign action, then the assignment of supply to requirement takes place as per the supply sort rule.Note If you do not specify supply sort rule in the Assign action, then the assignment of stock to requirements takes place as per the ATP quantity calculation logic. For more information, see Availability Check According to ATP Logic. While executing the assignment with the ATP quantity calculation logic, if there are multiple receipt or supply elements on one date, then the system assigns physical inventory, shipping notification, and purchase orders in that order by default.  Stock selection is implemented as manual stock selection in the assignment popup screen. The different types of stock sources are displayed and the user can choose which stock source should be considered for the assignment. The user also has the option of providing the stock number if it has to be assigned. It is mandatory to select the stock type on the initial screen of the Insight to Action tool using ARUNITA transaction in order to see those stock types available for selection while performing Assign action. If there are multiple orders, the some of the quantities of all orders is displayed at the top node.  Insight to Action Tool assignment action is enhanced with the reason codes. These are the possible reasons for incomplete assignment:  Not enough stock for assignment in batch, segment, storage location, or plant level.  Not enough stock before cancellation date of the requirement. Confirmation after cancellation date for the requirement.    Unassign: You can specify the quantity or percentage that needs to be unassigned from an already assigned order and unassign it.   Release: You can manually change the status of assigned orders from R (On Reservation) to On Hold for Delivery (H) or F (Ready for Delivery), or from On Hold for Delivery (H) to F (Ready for Delivery). You can also specify the quantity or the percentage of a quantity that needs to be released for these orders.   Block: You can block an order by changing the status from F (Ready for Delivery) to H On Hold for Delivery) or R (On Reservation , or from On Hold for Delivery (H) to R (On Reservation). You can also specify the quantity or the percentage of a quantity that needs to be blocked for these orders.   Create Deliveries: You can create an outbound delivery for an order or for line items with the ARun status F (Ready for Delivery) and C (IFO Assignment) only in normal mode. After the delivery is created, the delivery number is updated in the message log. You can also create multiple deliveries of different orders at a time for different sales area or plant combination. You cannot create delivery for requirements which are in status C (IFO Assignment) when there are already existing entries with status F (Ready for Delivery) available for the same order or item. You can create delivery only for requirements which are in status C, when there are no existing entries with status F available for the same order or item. If the requirements for both ‘C’ and ‘F’ status in a order or item are selected to create delivery, it displays a message "Deliveries will be created only for requirements with status ‘F’". Delivery is allowed for requirements in status ‘F’ even when there are entries with both status ‘F’ and ‘C’ present for the same order or item.  You can create delivery for a requirement in status ‘C’ only if it is assigned with a single inbound delivery (IBD) , In case the same requirement is assigned with multiple IBDs, it throws an error during delivery creation.  Note You must save the assignment results before creating a delivery. The delivery document is posted when you click the Create Delivery button.   Release Check: After you have assigned a required quantity to an order, you can view or modify the release rule conditions maintained for an order or line item. Based on the release rule conditions, the ARun status of the order changes accordingly. You can also define new release rule conditions if not already maintained in the Release Rule transaction. The release values maintained in the release rule will be populated to the individual levels. The user has the option of making changes to the existing conditions. The changes made are not saved in rule definition. They apply only to the current execution. You can define release rules for:  Document Group(Grouping Rule) PSST Group (Sales Order and Stock Transport Order) Document Header Item Group(Grouping Rule) Delivery Group (Sales Order Only) Generic Articles Articles (Items) Items Material Availability Date (Confirmed quantity only)    IFO: It is a goods flow-through process in which inbound goods are directly used for creating outbound shipping orders, eliminating the need to store them in the warehouse.   Characteristic Value Conversion: Performs conversions at the item level. For more information about Characteristic Conversion, see Characteristic Value Conversion   Export to Excel: You can export the results of the tool to a Microsoft Excel file using the  option.   Navigation to Stock/Requirement List: You can view the stock or requirement list by choosing  (MD04P transaction).   Toggle between Views: You can toggle between the flat view and tree view using the icons  and .     
Business roles: Order Fulfillment Manager (Retail)| Order Fulfillment Specialist
Order Fulfillment Manager (Retail) : 
Is responsible to configure and optimize the order fulfillment process according the company strategy in consideration of Order Allocation Run strategies.

Order Fulfillment Specialist : 
Assures the highest percentage of order fulfillment for all customers and proactively monitors stock critical issues to avoid manual intervention.