8 Clearances

Creating Clearances

A clearance is designed to move out-of-date merchandise and slow-selling merchandise out of a store. A clearance is considered a permanent price change, and inventory is consequently revalued. Once the reset date for a clearance has passed, the item's price and inventory value is returned to the regular price. The following clearances can be created:

• Regular - The clearance is occurring at the retailer's initiative.

• Vendor Funded - The supplier is subsidizing a portion of the clearance.

When a clearance is added to RPM, it must go through a series of checks before it can be applied to an item/location. Depending on your user role, you may not be able to move the clearance to the next status. A clearance may be in any of the following statuses:

Table 8-1 Status of Clearances

Status	Definition
Worksheet	The clearance has been started, but not reviewed or sent out.
Submitted	The clearance has been completed and is pending review. Conflict checking has occurred for the price change.
Approved	The clearance has been reviewed and accepted. The clearance is communicated to the locations for which the clearance is effective.
Executed	The clearance prices established are effective for the item/location.
Rejected	The clearance has been reviewed and declined.

After you create a clearance, you can maintain different aspects of the clearance. You can create exceptions to the items and locations that exist on the clearance, change the specifics of the clearance, and can copy an existing clearance.

There are procedures that allow you to navigate and search for clearances through the Maintain Clearances task on the Task Pad; however, you can accomplish these same tasks after you create a clearance and the clearance opens in the Clearance List pane in the Create Clearance workspace.

Search for a Clearance

Navigate: From the Task Pad, select Clearances > Maintain Clearances. The Maintain Clearances workspace opens.

Figure 8-1 Maintain Clearances Window

1. Enter criteria as necessary to restrict the search to the clearances you want to maintain.

2. Click Search. Your results appear in the Filtered Results pane.

   Figure 8-2 Filtered Results Pane

   
   

3. Select an item and click Edit. The Clearance List pane opens.

   Figure 8-3 Clearance List Pane

   
   

Conflict Checking

Whenever the status of a price event changes, conflict checking is performed and the conflicts are displayed.

Conflict check is done for the following status only.

• Worksheet to Approved

• Worksheet to Submitted

• Submitted to Approved

• Approved to Worksheet

The existence of any conflict is identified by a binocular icon in the conflicts column of the multi-record block. To review a conflict, click on the binocular icon, the Conflict Review List window opens.

Figure 8-4 Conflict Review List Window

If the event type is Price Change or Clearance, the promotion ID and promotion component ID are not displayed. The promotion ID and promotion component ID are displayed if the event type is Promotion.

Conflict Check Status

In the Clearance Maintenance workspace, click Conflict Check Status. The Refresh Status window opens.

Figure 8-5 Refresh Status Window

1. Click Refresh to update the conflict checking state in the window.

   • Conflict Checking - Indicates that the conflict checking is still underway.

   • Approved - Indicates that the clearance reset has been approved.

   • Blank - Indicates that the clearance reset has failed conflict check.

2. Click Exit to go back to the price event window.

   • The status in the multi-record block is refreshed.

3. Click Cancel to close the status window without making any changes or refreshing the price event.

Create a Regular Clearance

Navigate: From the Task Pad, select Clearances > Create Clearance. The Create Clearance workspace opens.

Figure 8-6 Create Clearance Window

1. In the Clearance Maintenance pane, in the Type field, select Regular.

   Figure 8-7 Clearance Maintenance Window

   
   

2. In the Effective Date field, enter the date the clearance is enabled, or click the calendar button and select a date.

   
   

   Note: The Effective Date you can set depends on the number of days set in the system option Price Change Processing Days. The earliest date clearances can be created is the current date plus the price change processing days, unless you have emergency privileges.

   
   

3. In the Price Guide field, enter the ID of the price guide you want to apply to the clearance, or click the LOV button and select a price guide.

   
   

   Note: The price guide only applies to the items in the same department as the price guide and locations that share the same currency as the currency on the price guide. When an item list or price event item list is used during the creation of a price event, the system will apply the selected price guide to all items in the item list. There will not be any validation done to confirm that the selected price guide is a match for the selected departments). The results are that all items in the list will have the same price guide rules applied even if the price guide setup does not match for all items.

   
   

4. In the Reason Code field, enter the ID of the reason you are creating the clearance, or click the LOV button and select a reason code.

5. In the Out of Stock Date field, enter the date you expect the inventory to be consumed, or click the calendar button and select a date.

   
   

   Note: Depending on your system settings the date may default.

   
   

6. In the Reset Date field, enter the date the price of the item returns to regular price, or click the calendar button and select a date.

   
   

   Note: Depending on your system settings the date may default.

   
   

7. Select Apply Subclass Defaults to attach a Clearance Defaults Pricing Strategy to the clearance.

   
   

   Note: Set up a Clearance Pricing Strategy before creating a clearance. See "Clearance Defaults Pricing" for complete information on setting up a Clearance Defaults pricing strategy.

   
   

8. If appropriate, click Create/View Custom Attributes. A pop-up window opens that displays a list of eligible custom attributes for the price event type. Values for a custom attribute can be keyed manually in the window. Once all attribute information is complete, click Done or Cancel to exit without updating.

Set Up Clearance Type

1. In the Price Change Type field, select the type of clearance that is occurring.

   
   

   Note: If you selected locations with multiple currencies, you can only choose to create a clearance by percent.

   
   

   • Change By Percent - A price for an item changed by is a percentage added to or removed from the basis retail price. The percent of change is determined by the percent entered in the Change Amount field.

   • Change By Amount - A price for an item is changed by an amount added or removed from the basis retail price. The amount of change is determined by the amount entered in the Change Amount field.

   • Fixed Price - The price for the item will be at a specified retail that will be defined in the change amount field.

   • Exclude - This field will be available to exclude items or locations only if an exception is pulled off the clearance.

2. In the Change Amount field, enter the amount, percent, or fixed amount for the clearance.

   
   

   Note: There is no need to enter a negative sign before the number entered in the Change Amount field. A clearance can only exist as a decrease in price.

   
   

Select Locations

1. In the Location Selection area, select how you want to add locations to the clearance.

   Figure 8-8 Location Selection Window

   
   

   • Zone Group - Enter the ID of the zone group that contains the locations to add to the clearance, or click the LOV button and select a zone group.

   • Zone - Enter the ID of the zone to add to the clearance, or click the LOV button and select a zone.

   • Location - Enter the ID of the location to add to the clearance, or click the LOV button and select a location.

2. Click Select. Locations that meet your criteria are added to the table in the Location Selection area.

Select Items

1. In the Clearance Maintenance pane, in the Item Selection area, select items on the clearance using the available fields.

   Figure 8-9 Item Selection Window

   
   
   
   

   Note: All fields with LOV buttons allow multiple items to be selected.

   
   

   1. To select items from all available items, enter an ID in the Item field, or click the LOV button and select item.

      OR

   2. Enter information in the enabled fields to limit the items available in the Item field.

   3. In the Department field, enter a department number, or click the LOV button and select a department.

   4. In the Class field, enter a class number, or click the LOV button and select a class.

   5. In the Subclass field, enter a subclass number, or click the LOV button and select a subclass.

   6. In the Item Type drop-down list, select Item, Item List, or Price Event Item List.

      
      

      Note: If you select Item List from the Item Type drop-down list, only item lists will be selectable from the Item field. If you select Item, only single items that conform to the other criteria specified will be selectable. If you select Price Event Item List from the Item Type drop-down, all other selection fields will be left blank and protected.

      
      

   7. In the Item Level drop-down list, select Parent Item, Parent Item/Diff, or Transaction Level Item.

      
      

      Note: The Diff Type and Diff fields are only enabled if Parent Item/Diff is selected.

      
      

   8. In the Diff Type drop-down list, select a diff type.

   9. In the Diff drop-down list, select a diff.

   10. In the Item field, click the LOV button and select items.

       
       

       Note: If the Item Type is selected as Item List, the Item Level is defaulted to Item List and the Item Editor defaults to Item List. If you select Price Event Item List from the Item Type drop-down, all other selection fields will be left blank and protected.

       
       

   11. In the Item List field, enter the item list ID or select the item list from the LOV.

       Figure 8-10 Item Selection Pane - Item List

       
       

   12. Click View Items. A pop-up window opens where the items in the item list are displayed.

2. Click Select. Items that meet your criteria are added to the table in the Item Selection area.

   Figure 8-11 Item List

   
   

   1. If the Item Type is Item List, then the item list ID is populated in the ID column of the Item Selection MRB as a hyperlink. Click the hyperlink to view the items in the item list.

      Figure 8-12 Item Selection Pane—Price Event Item List Selection

      
      

   2. After selecting Price Event Item List for your Item Type, click Upload Spreadsheet. A pop-up window opens that gives the user a prefilled system assigned price event item list ID.

      Figure 8-13 Item Selection Pane - Create Price Event Item List

      
      

   3. In the description field, enter a name for your Price Event Item List.

   4. In the Template File Name field you have the option to either key in a file name or select a file using the browse button to find a file on your computer.

   5. Once the file is selected click Upload Spreadsheet, the pop-up window will close and the price event item list details will display in the Item List field.

   6. Click View Items, a pop-up window opens where the items in the price event item list are displayed.

   7. Click Select. Items that meet your criteria are added to the Item Selection table.

      Figure 8-14 Item Selection Pane - Create Price Event Item List

      
      
      
      

      Note: Price event item lists created and used in RPM are considered one time use only. You can upload the same spreadsheet multiple times but you cannot reuse a price event item list by keying the ID number associated to the list. A new ID will be assigned each time the spreadsheet is uploaded.

      
      

Complete the Clearance

1. Click Apply to add any changes.

   
   

   Note: If any clearance pricing you apply results in a negative margin for an item, fields in the Clearance List pane are highlighted to call the negative margin to your attention. (If the Add Column Detail button is displayed, click the button to view full details, including negative margins.) See "View Margins (Margin Visibility)" for more information.

   
   

2. Change the status of your clearance as appropriate.

3. Click Done to save any changes and close the workspace.

Clearance Exclusion

1. Once the clearance is completed, highlight and select the items you wish to create an exception for.

2. Click Location Exception or the Tran Exception.

3. Navigate to location exception LOV or the tran exception LOV and choose the item or location you wish to create an exception for.

4. Navigate to the change type and select Exclude. The location is excluded from the clearance. When the change type of exclude is selected, the change amount is disabled.

5. Apply the changes to the record block. The appropriate exclusion/exception flags will result.

6. Approve the clearance.

Create a Vendor Funded Clearance

Navigate: From the Task Pad, select Clearances > Create Clearance. The Create Clearance workspace opens.

Figure 8-15 Create Clearance Window

1. In the Clearance Maintenance pane, in the Type field, select Vendor Funded.

   Figure 8-16 Clearance Maintenance Window

   
   

2. In the Effective Date field, enter the date the clearance is enabled, or click the calendar button and select a date.

   
   

   Note: The Effective Date you can set depends on the number of days set in the system option Price Change Processing Days. The earliest date clearances can be created is the current date plus the price change processing days, unless you have emergency privileges.

   
   

3. In the Price Guide field, enter the ID of the price guide you want to apply to the clearance, or click the LOV button and select a price guide.

   
   

   Note: The price guide only applies to the items in the same department as the price guide and locations that share the same currency as the currency on the price guide. When an item list or price event item list is used during the creation of a price event, the system will apply the selected price guide to all items in the item list. There will not be any validation done to confirm that the selected price guide is a match for the selected departments. The results are that all items in the list will have the same price guide rules applied even if the price guide setup does not match for all items.

   
   

4. In the Reason Code field, enter the ID of the reason you are creating the clearance, or click the LOV button and select a reason code.

5. In the Change Type field, select Fixed Price. The price for the item will be at a specified retail that will be defined in the change amount field. Link code price changes can only be set up as fixed price.

6. In the Change Amount field, enter an amount.

7. In the Out of Stock Date field, enter the date you expect the inventory to be consumed, or click the calendar button and select a date.

   
   

   Note: Depending on your system settings the date may default.

   
   

8. In the Reset Date field, enter the date the price of the item returns to regular price, or click the calendar button and select a date.

   
   

   Note: Depending on your system settings the date may default.

   
   

9. Select Apply Subclass Defaults to attach a Clearance Defaults Pricing Strategy to the clearance.

10. If appropriate, click Create/View Custom Attributes. A pop-up window opens that displays a list of eligible custom attributes for the price event type. Values for a custom attribute can be keyed manually in the window. Once all attribute information is complete, click Done or Cancel to exit without updating.

Select the Vendor and Deal

1. In the Clearance Maintenance pane, in the Partner Type drop-down list, select the partner type.

   • Manufacturer

   • Distributor

   • Wholesaler

   • Supplier

2. In the Partner field, enter the ID of the partner with the deal, or click the LOV button and select a partner.

3. In the Deal ID field, enter the ID of the deal, or click the LOV button and select a deal.

4. In the Deal Detail ID field, enter the ID of the deal details, or click the LOV button and select the deal details.

5. In the Funding Type field, enter the type of funding, or click the LOV button and select a type

6. In the Funding Amount field, enter the amount of funding.

Select Locations

1. In the Zone Group field, enter the ID of the zone group that contains the locations you want to add to the price change, or click the LOV button and select a zone group.

2. In the Zone field, enter the ID of the zone that contains the locations you want to add to the price change, or click the LOV button and select a zone.

   
   

   Note: The Zone field is limited by the currency entered in step 2.

   
   

3. In the location area of the Clearance Maintenance pane, in the Location field, enter a location ID, or click the LOV button and select locations.

   
   

   Note: Only locations on the deal are selectable.

   
   

4. Click Select. Locations are added to the table in the Location Selection table

Select Items

1. In the Item Selection area of the Clearance Maintenance pane, in the Item field, enter an item ID, or click the LOV button and select items.

   
   

   Note: Only items on the deal are selectable.

   
   

2. Click Select. The items appear in the Item Selection table.

Complete the Clearance

1. Click Apply to add any changes.

   
   

   Note: If any clearance pricing you apply results in a negative margin for an item, fields in the Clearance List pane are highlighted to call the negative margin to your attention. (If the Add Column Detail button is displayed, click the button to view full details, including negative margins.) See "View Margins (Margin Visibility)" for more information.

   
   

2. Change the status of your clearance as appropriate.

3. Click Done to save any changes and close the workspace.

Change the Status of a Clearance

Navigate: From the Task Pad, select Clearances > Maintain Clearances. The Maintain Clearances workspace opens.

Figure 8-17 Maintain Clearance Window

1. Search for and retrieve the clearance you want to maintain. Your results appear in the Clearance List pane.

   Figure 8-18 Clearance List Window

   
   
   
   

   Note: If you are in the Create Clearance workspace, your clearances appear in the Price Change List pane when you click Apply. You do not need to open the Maintain Price Change workspace.

   
   

2. Select the price change for which you want to change the status.

   1. In the table, select a row.

   2. Click Select All. All records in the Clearance List pane are selected.

3. In the Action field, select the status to which you want to move the clearance.

4. Click Update. You are prompted to confirm your decision.

5. Click OK.

   1. The current clearance opens in the upper half of the window. Price changes, promotions, and clearances affecting the same item/location appear in the lower half of the window.

   2. Click Close to close the conflict review list. The "Maintain a Clearance" contains additional information on how to adjust a clearance.

6. Click Done to save any changes and close the window.

Maintain a Clearance

Navigate: From the Task Pad, select Clearances > Maintain Clearances. The Maintain Clearances workspace opens.

Figure 8-19 Maintain Clearance Window

1. Search for and Retrieve the clearance you want to maintain. Your results appear in the Clearance List pane.

   Figure 8-20 Clearance List Window

   
   

2. From the list of results, select the clearance you want to maintain. The clearance details appear in the Clearance Maintenance pane.

   Figure 8-21 Clearance Maintenance Window

   
   

3. If necessary, change the status of the price change to Worksheet.

4. Edit the enabled fields as necessary.

   
   

   Note: You cannot change the items and locations on a clearance.

   
   

5. Click Apply to add all any changes.

   
   

   Note: If the clearance pricing you apply results in a negative margin for an item, fields in the Clearance List pane are highlighted to call the negative margin to your attention. (If the Add Column Detail button is displayed, click the button to view full details, including negative margins.) See "View Margins (Margin Visibility)" for more information.

   
   

6. Click Done to save any changes and close the window.

Copy a Clearance

1. From the list of results, select the clearance you want to copy.

2. Click Copy. The clearance details appear in the Clearance Maintenance pane.

3. Edit the enabled fields as necessary.

4. Click Apply to add all any changes.

5. Click Done to save any changes and close the window.

Delete a Clearance

1. From the list of results, select the clearance you want to delete.

2. Click Delete. You are prompted to confirm your decision.

   
   

   Note: Only clearances in Deleted status can be deleted.

   
   

3. Click Yes. The clearance is deleted.

4. Click Done to close the window.

Check for Conflicting Clearance

1. From the list of results, select the clearance you want to check.

2. Click Conflict Check.

   • If no conflicts exist, click OK.

   • If conflicts exist, you must adjust the details of your clearance before you can move the clearance to the next status.

3. Click Done to save any changes and close the window.

Create a Location Exception

Note: Location exceptions can only be created for Zone Level clearances.

1. From the list of results, select the clearance.

2. Click Location Exceptions. The locations selection area of the Clearance Maintenance pane is enabled.

3. In the Location field, enter the ID of the location where items are different than the zone on the clearance, or click the LOV button and select a location.

4. In the enabled clearance fields, enter information about the clearance for the item/location.

   
   

   Note: To create a Location Exclusion, select the type Exclude.

   
   

5. Click Apply to add any changes.

6. Click Done to save any changes and close the window.

Create Item Exceptions at the Transaction Level

Note: Item exceptions at the transaction level can occur only when the clearance was created at the item parent or item parent/diff level.

1. From the list of results, select the clearance.

2. Click Tran Exceptions. The item selection area of the Clearance Maintenance pane is enabled.

3. In the Item field, enter the ID of the item for which items are different than the parent item on the clearance, or click the LOV button and select an item.

4. In the enabled clearance fields, enter information about the clearance for the item/location.

5. Click Apply to add any changes.

6. Click Done to save any changes and close the window.

Create Clearance Resets

Clearance resets can be created independent of a clearance markdown. You can create a clearance reset for a location while creating a clearance record for the zone-level. You can also create a location-level clearance reset for an executed zone-level markdown.

Navigate: From the Task Pad, select Clearances > Create Clearance Resets. The Create Clearance Resets workspace opens.

Figure 8-22 Create Clearance Resets

1. In the Reset Date field, enter the date to specify the day that the item or location's unit retail should be reset to its regular unit retail, or click the calendar button and select a date.

   
   

   Note: To remove an existing clearance reset date for an item and/or location, you can leave the reset date field blank and continue the following steps to apply the change.

   
   

2. In the Item Selection area, select items on the clearance resets using the available fields.

   Figure 8-23 Items Selection Area

   
   
   
   

   Note: All fields with LOV buttons allow multiple selections.

   
   

   1. In the Department field, enter a department number, or click the LOV button and select a department.

   2. In the Class field, enter a class number, or click the LOV button and select a class.

   3. In the Subclass field, enter a subclass number, or click the LOV button and select a subclass.

   4. In the Item Type drop-down list, select Item, Item List, or Price Event Item List.

      
      

      Note: If you select Item List from the Item Type drop-down list, only item lists will be selectable from the Item field. If you select Item, only single items that conform to the other criteria specified will be selectable. If you select Price Event Item List from the Item Type drop-down, all other selection fields will be left blank and protected.

      
      

   5. In the Item Level drop-down list, select Parent Item, Parent Item/Diff, or Transaction Level Item.

      
      

      Note: The Diff Type and Diff fields are only enabled if Parent Item/Diff is selected.

      
      

   6. In the Diff Type drop-down list, select a diff type.

   7. In the Item field, enter the item ID or click the LOV button and select the item.

   8. In the Diff field, enter the diff ID or click the LOV button and select the diff.

3. Click Select. The items that meet your criteria are added to the Item Selection table.

4. In the Location Selection area, select how you want to add locations to the clearance resets.

   • Zone Group - Enter the ID of the zone group that contains the locations to add to the clearance reset, or click the LOV button and select a zone group.

   • Zone - Enter the ID of the zone to add to the clearance reset, or click the LOV button and select a zone.

   • Location - Enter the ID of the location that you want to add to the clearance reset, or click the LOV button and select a location.

   
   

   Note: You can create clearance resets at the zone or location level.

   
   

5. Click Select. The zones and/or locations that meet your criteria are added to the table in the Location Selection table.

6. Click Apply to create clearance resets. The data populates to the transaction level item-location and the multi-record block. If the item-location has a clearance reset date associated with it, the same data is displayed in the Old Reset Date column, or the information is blank. The New Reset Data column displays the new proposed reset date.

   Figure 8-24 Clearance Resets List Area

   
   

7. Click Apply to create clearance resets. One clearance reset is be created for each item/location intersection, the records are be displayed at the Parent or Transaction level/Location level.

8. Select a record and click Approve to update the clearance reset record.

   • Click Select All to select all records.

   • Click Conflict Check Status to check the status of an item that was approved for a conflict check.

   • Click Approve to perform a clearance reset that has passed conflict check and will then be approved in the system.

Conflict Checking

The existence of any conflict is identified by a binocular icon in the conflicts column of the multi-record block. To review a conflict, click on the binocular icon, the Conflict Review List window opens.

Conflict Check Status

In the Maintenance workspace, click Conflict Check Status. The Refresh Status window opens.

Figure 8-25 Refresh Status Window

1. Click Refresh to update the conflict checking state in the window.

   • Conflict Checking - Indicates that the conflict checking is still underway.

   • Approved - Indicates that the clearance reset has been approved.

   • Blank - Inidcates that the clearance reset has failed conflict check.

2. Click Exit to go back to the price event window.

   • The status in the multi-record block is refreshed.

3. Click Cancel to close the status window without making any changes or refreshing the price event.

Clearance Resets Inquiry

Clearance resets can be searched upon using the item or location criteria. The lowest definable level by which you can search for a clearance reset is a subclass/zone.

Navigate: From the Task Pad, select Clearances > Clearance Resets Inquiry. The Clearance Resets Inquiry workspace opens.

Figure 8-26 Clearance Resets Inquiry

Note: All fields with LOV buttons allow multiple selections.

1. In the Department field, enter a department number, or click the LOV button and select a department.

2. In the Class field, enter a class number, or click the LOV button and select a class.

3. In the Subclass field, enter a subclass number, or click the LOV button and select a subclass.

4. In the Zone Group field, enter the ID of the zone group that contains the locations to add to the clearance reset, or click the LOV button and select a zone group.

5. In the Zone field, enter the ID of the zone to add to the clearance reset, or click the LOV button and select a zone.

6. In the Location field, enter the ID of the location that you want to add to the clearance reset, or click the LOV button and select a location.

7. In the Item Type drop-down list, select Item, Item List, or Price Event Item List.

   
   

   Note: If you select Item List from the Item Type drop-down list, only item lists will be selectable from the Item field. If you select Item, only single items that conform to the other criteria specified will be selectable. If you select Price Event Item List only price event item lists will be available for selection from the Item field.

   
   

8. In the Item Level drop-down list, select Parent Item, Parent Item/Diff, or Transaction Level Item.

   
   

   Note: The Diff Type and Diff fields are only enabled if Parent Item/Diff is selected.

   
   

9. In the Diff Type drop-down list, select a diff type.

10. In the Item field, enter the item ID or click the LOV button and select the item.

11. In the Diff field, enter the diff ID or click the LOV button and select the diff.

12. Click Retrieve Clearance Resets. Your results appear in the Clearance Resets Results table.