Contents

Title and Copyright Information

Send Us Your Comments

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Customer Support
• Review Patch Documentation
• Improved Process for Oracle Retail Documentation Corrections
• Oracle Retail Documentation on the Oracle Technology Network
• Conventions

1 Introduction

• Item Planning Process
• Item Planning Benefits
• Item Planning Features
• Preseason Planning
  • Plan Versions
• In-Season Management

2 Week Mapping

• Building the Week Mapping Workbook
• Last Year and Adjusted Last Year Week Mapping Step

3 Maintain Reference Curves

• Building the Maintain Reference Curves Workbook
• Maintain Curve Profiles View

4 Maintain Markdown Parameters

• Building the Maintain Markdown Parameters Workbook
• Define Promotion Calendar Step
  • Promotions Definition View
  • Promotions Weeks View
• Define Clearance Cadences Step
  • Markdown Cadence View

5 Maintain Item and Store Attributes

• Building the Maintain Item and Store Attributes Workbook
• Review and Define Item Attributes Step
• Define Like Item Mapping Step
• Validate Mapping Step
• Review and Define Store Attributes Step

6 Set Initial COE Parameters

• Building the Set Initial COE Parameters Workbook
• Maintain Parameters for Clearance Optimization Step
  • Commit Parameters

7 Develop and Approve Item Plans

• Building the Develop and Approve Item Plans Workbook
• Review Assortment Plan Step
  • Assortment Plan Parameters View
  • Assortment Plan Details View
• Set Up Parameters to Seed Item Plans Step
  • Reference Curves View
  • Item Plan Parameters View
  • Set Up Parameters to Seed Plan Task: Receipt and Inventory Plan
    • Item Plan Parameters View: Receipt Parameters Measure Profile
  • Seed View
    • Seeding the Plan
• Assign Pricing Events Step
  • Promotions Definition View
  • Promotions Weeks View
  • Promo Mapping View
  • Markdown Cadence View
• Manage Item Plans and Promotional Lifts Step
  • Item Plan View
  • Promo Details View
• Manage Item Plans and Promotional Lifts Task: Receipt and Inventory Plan
  • Item Plan View: Receipts and Inventory Measure Profile
• Review and Approve Item Plans Step
  • Plan Review View
  • Review and Approve Item Plans View
    • Committing Targets
  • All Measures View

8 Review and Accept Price Plans

• Building the Review and Accept Price Plans Workbook
• Define Lifecycles and Price Zone Contribution Step
  • Lifecycle Summary View
  • Spread to Price Zone View
• Analyze Initial Forecasts and What-if Forecasts Step
  • Forecast Analysis (Style-Color/Price Zone) View
  • What If Request View
  • Forecast Analysis (Style-Color/Price Zone/Week) View
  • Markdown Impact Dashboard View
  • Markdown Analysis Graph View
• Accept Price Plans and Review Impact Step
  • Markdown Analysis (Style-Color/Price Zone/Week) View
  • Price Plan Acceptance View
  • Markdown Analysis (Style-Color/Channel/Week) View
  • All Measures View
• Next Steps

9 Monitor and Adjust Item Plans

• Building the Monitor and Adjust Item Plans Workbook
• Review Performance Dashboard Step
  • Dashboard View
  • Bounds View
• Review Assortment Plan Step
  • Assortment Plan Parameters View
  • Assortment Plan Details View
• Seed from Accepted Price Plan Step
  • Seed View
    • Seeding the Plan
• Edit Item Plans Step
• Review and Approve Item Plans Step

10 Approval to Original Plan

• Building the Approval to Original Plan Workbook
• Allow Op Approval

11 Data Load Validation

• Building the Data Load Validation Workbook
• Assortment Planning Measures
• Default Measures
• Item Planning Measures
• MFP Measures