Inventory Allocation Constraints

Internal Table Name: InventoryAllocationConstraints

Use this table to formulate allocation constraints relating the two inventory expressions in terms of percent. The first inventory expression is defined by Site, Product, and Period column while the filter inventory expression is constructed by Site Filter, Product Filter, and Period Filter.

The constraint type can be:

• Min – First inventory expression is at least X % of the filter inventory expression.

• Max – First inventory expression is at most X % of the filter inventory expression.

• Fixed – First inventory expression is fixed at X % of the filter inventory expression.

• Cond_Min – First inventory expression is either at least X % or 0 % of the filter inventory expression.

• Cond_Fixed – First inventory expression is either fixed at X % or 0 % of the filter inventory expression.

For example, you can define a constraint that requires:

The inventory quantity at the sites specified by MexicoSites must be at least 40% of the inventory quantity at all sites.

In this case you define a set containing the sites in Mexico and evaluate it against a filter column where the value contains all sites. The constraint is defined with a Percentage (the set compared to the filter), a constraint Type (Min, Max, Fixed, Cond_Min, Cond_Fixed) and a Basis (Quantity, Weight, or Volume).

Expression Name

Technology: NO

Table: InventoryAllocationConstraints

Internal Name: Expression

Type: Short Text (100)

This is an optional name for the Inventory Allocation Constraint.

Period

Technology: NO

Table: InventoryAllocationConstraints

Internal Name: PeriodName

Type: Short Text (100)

One of (ALL_Periods), period name, period group, period filter.

Select the period(s) to be added to the first inventory expression. This is used with the Period Filter, Percent, Type and Basis to define the constraint in terms of periods. For example, assume the Inventory Allocation Constraint has the following populated:

The inventory quantity during the periods specified by Q1 has to be at least 60% of the inventory quantity in all periods.

If there are no Periods specified in the model, you can select (ALL_Periods) (All) to apply the constraint to the planning horizon.

In a multi-period model, if you select no value for Period, it will behave the same as if you select (ALL_Periods) (All) and apply the constraint across the planning horizon. In order to ensure the correct behavior, Coupa recommends that you select the specific period or, when using (ALL_Periods) or another period filter/group, you actively select how to apply the constraint:

• (All) to apply the constraint to the full group/filter
• (Each) to apply the constraint per period

If you are setting the values outside the Supply Chain Guru X or Modeler user interface, see Controlling Each and All through the model database.

Site

Technology: NO

Table: InventoryAllocationConstraints

Internal Name: SiteName

Type: Short Text (100)

One of (ALL_Sites), site name, site group, site filter.

Select the site(s) to which this constraint applies. This is used with the Site Filter, Percent, Type and Basis to define the constraint in terms of sites. For example, assume the Inventory Allocation Constraint has the following populated:

The inventory quantity through the sites specified by MexicoSites has to be at least 40% of the inventory quantity through all sites.

When there is no value provided for Source, it is effectively using all sites.

If you use a filter/group, you actively select how to apply the constraint:

• (All) to apply the constraint to the full group/filter
• (Each) to apply the constraint per group/filter member

If you are setting the values outside the Supply Chain Guru X or Modeler user interface, see Controlling Each and All through the model database.

Product

Technology: NO

Table: InventoryAllocationConstraints

Internal Name: ProductName

Type: Short Text (100)

One of (ALL_Products), product name, product group, product filter.

Select the product(s) to be added to the first inventory expression. This is used with the Product Filter, Percent, Type and Basis to define the constraint in terms of products. For example, assume the Inventory Allocation Constraint has the following populated:

The inventory quantity of products specified by CaseProducts has to be at least 55% of the inventory quantity of all products.

When there is no value provided for Product, it is effectively using all products.

If you use a filter/group, you actively select how to apply the constraint:

• (All) to apply the constraint to the full group/filter
• (Each) to apply the constraint per group/filter member

If you are setting the values outside the Supply Chain Guru X or Modeler user interface, see Controlling Each and All through the model database.

Period Filter

Technology: NO

Table: InventoryAllocationConstraints

Internal Name: PeriodFilter

Type: Short Text (100)

One of (ALL_Periods), period name, period group, period filter.

Select the period set that the Period will be evaluated against. The Period Filter is treated as (All). This is added to the filter inventory expression. It is used with the Period, Percent, Type and Basis to define the constraint in terms of periods. For example, you can define a constraint that requires:

The inventory quantity during the periods specified by Q1 must be at least 60% of the inventory quantity in all periods.

In this case the Period Filter is the set containing all periods.

Site Filter

Technology: NO

Table: InventoryAllocationConstraints

Internal Name: SiteFilter

Type: Short Text (100)

One of (ALL_Site), site name, site group, site filter.

Select the site set that the Source will be evaluated against. The Period Filter is treated as (All). This is added to the filter inventory expression. It is used with the Source, Percent, Type and Basis to define the constraint in terms of source sites. For example, you can define a constraint that requires:

The inventory quantity at the sites specified by MexicoSites must be at least 40% of the inventory quantity at all sites.

In this case the Site Filter is the set containing all sites.

Product Filter

Technology: NO

Table: InventoryAllocationConstraints

Internal Name: ProductFilter

Type: Short Text (100)

One of (ALL_Products), product name, product group, product filter.

Select the product set that the Product will be evaluated against. The Product Filter is treated as (All). This is added to the filter inventory expression. It is used with the Product, Percent, Type and Basis to define the constraint in terms of products. For example, you can define a constraint that requires:

The inventory quantity of products specified by CaseProducts must be at least 55% of the inventory quantity of all products.

In this case the Product Filter is the set containing all products.

Percent

Technology: NO

Table: InventoryAllocationConstraints

Internal Name: Percent

Type: Short Text (100)

RNE Eligible

Enter the percentage (0 to 100) the populated entities (Period, Site, Product) are applied to their corresponding filters, based on the Type. For example, if you want the inventory quantity of Product value to be exactly 40% of the Product Filter value, you could create a constraint such as:

Type

Technology: NO

Table: InventoryAllocationConstraints

Internal Name: Type

Type: Short Text (25)

One of Min, Cond_Min, Max, Fixed, Cond_Fixed.

Choose the constraint type. This defines how the constraint Percent is used.

• Min – First inventory expression is at least X % of the filter inventory expression.

• Max – First inventory expression is at most X % of the filter inventory expression.

• Fixed – First inventory expression is fixed at X % of the filter inventory expression.

• Cond_Min – First inventory expression is either at least X % or 0 % of the filter inventory expression.

• Cond_Fixed – First inventory expression is either fixed at X % or 0 % of the filter inventory expression.

Status

Technology: NO

Table: InventoryAllocationConstraints

Internal Name: Status

Type: Short Text (10)

One of Include, Exclude.

Specify whether or not to include the specific constraint in the model.

Default: Include

Notes

Technology: NO

Table: InventoryAllocationConstraints

Internal Name: Notes

Type: Short Text (100)

Enter optional descriptive notes about the inventory allocation constraint.