How to: Create Planned Cross Docking

To create a Planned Cross Docking

  1. Navigate to the Retail Purchase Order page in Departments - LS Retail - InStore Management - Purchase.
  2. Open an existing Retail Purchase Order, or create a new one.
  3. If you create a new one:
    • On the Home action menu, click New.
    • Fill in the Buy-from Vendor No. and the remaining fields in the General, Retail, and Foreign Trade FastTabs as necessary.
    • Fill in the purchase order lines with items that you want to purchase from the vendor.
  4. On the Lines FastTab, select Item in the Type field and enter the number of an inventory item in the No. field.
  5. Fill in the quantity in the item line. If the item has variants, the system will show the Dimension Matrix page where you can change the suggested quantity if needed.

    6. Example:

    A buyer decides to purchase 2000 pieces of item 40020 (Skirt Linda Professional Wear). Item 40020 has Variant Weights defined for its variants. Therefore, the system distributes the quantity between the variants based on the Variant Weights.

    Variant 000 (YELLOW/34) has a Variant Weight of 45

    Variant 007 (RED/34) has a Variant Weight of 60

    The system adds up all the Variant Weights of the Item to make the total of 3465.

    Then the system calculates the quantity for:

    • Variant 000 as 2000 * (45/3465) = 25.97 = 26
    • Variant 007 as 2000 * (60/3465) = 34.63 = 35
  6. After the Retail Purchase Order is completed, you can now create a Planned Cross Docking to cross-dock the Purchase Order to stores upon receiving the goods at the warehouse. Click the Warehouse - Planned Cross Docking action on the Actions menu to open the Allocation Plan Cross Docking page:

  7. The Allocation Plan Cross Docking page shows all the items from the Purchase Order Lines. If an item has variants, it will be expanded to each of its Variant Dimension 2. Fill in the Allocation Rule Code and Default % to Distribute in the General FastTab to update the calculation of the Distribution %, Qty. to Distribute, and Qty. Distributed fields in the Allocation Plan Cross Docking Lines.

    8. Note: If the Quantity for an item is modified or if new item lines are added in the Purchase Order Lines, you can click Recalculate Cross Docking to recalculate the distribution quantities in the Allocation Plan Cross Docking page .

  8. Click Create Transfer Orders and/or Sales Orders to create Cross Docking Transfer Orders or Sales Orders based on the defined distribution quantities.

Fields in the Allocation Plan Cross Docking Lines FastTab:

Field Description
Item No. This field is the item number.
Variant Dimension 1 Code This field is only filled for items with a Variant Framework.
Item Description This field shows the description of the item.
Allocation Rule Code This field is the currently active Allocation Rule that is applied for this line.
The Allocation Rule Code is inherited from the Allocation Rule Code in the General FastTab.
If the item has an Allocation Rule set up in the Allocation Rule Links, this value will be considered.
You can change the Allocation Rule in the Allocation Plan Cross Docking Lines.
No. of Groups This field shows the number of Store Groups or Customer Groups which require items.
This is accessed from the selected Allocation Rule.
No. of Destinations This field shows the number of Locations or Customers which require items.
This is accessed from the selected Allocation Rule.
No. of Dimensions This field shows the number of Dimensions which are used to distribute the quantity. This field is only used for items with a Variant Framework. This is accessed from the item's Variant Framework.
Maximum Qty. to Distribute This field specifies the buffer stock you would like to purchase additionally and keep in the selected warehouse.
Purchase Order Lines This field shows the sum of all Group Quantity and Buffer Qty.
Distribution % This field is filled with the Default % to Distribute value on the General FastTab by default.
If Maximum Qty. to Distribute is greater than zero, it is calculated like this:

Distribution % = Qty. to Distribute / Maximum Qty. to Distribute * 100
Qty. to Distribute This field shows the quantity of items that are assigned to be distributed to the destinations.
The quantity is calculated like this:

Qty. to Distribute = Maximum Qty. to Distribute * Distribution % / 100
Qty. Distributed This field shows the result of the distribution calculation, after the Allocation Rule was applied to the Qty. to Distribute.
Usually, Qty. to Distribute and Qty. Distributed are equal.
Differences can occur if Maximum Quantity limits a full distribution of the Qty. to Distribute or if quantity rounding creates differences.
Difference This field shows the difference between Qty. to Distribute and Qty. Distributed.
Minimum Quantity This field limits the quantity for the destination lines.
Maximum Quantity This field limits the quantity for the destination lines.
Group 1 Quantity This field shows the quantity defined for the first group.
Group 2 Quantity This field shows the quantity defined for the second group.
Group <n> Quantity This field shows the quantity defined for the <n>-th group.
Create Documents This field specifies if the Allocation Plan Cross Docking Lines should be considered in the Create Transfer Orders and/or Sales Orders action.
Note: Whenever the documents are created successfully, the value of this field will be set to FALSE.
No. of TO Lines Created This field shows the number of lines created in Transfer Orders.
No. of SO Lines Created This field shows the number of lines created in Sales Orders.

See Also

Cross Docking

How to: Adjust Cross Docking