Contents

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Preface

• Audience
• Documentation Accessibility
• Supplemental Documentation on My Oracle Support
• Customer Support
• Improved Process for Oracle Retail Documentation Corrections
• Oracle Retail Documentation on the Oracle Technology Network
• Conventions

1 Using RPM

• Access the Workspace
  • Log In to RPM
  • Exit RPM
  • View the Workspace
  • Resize Elements of the Workspace
    • RPM Window
    • Toolbar
    • Workspace
    • Task Pad
    • Pane
  • Look Up Field Level Data
    • Drop-Down List
    • List of Values
    • Multi-Select List of Values
  • Search For and Filter Records
    • Filter Records in a Table
  • Access RSM
  • View Margins (Margin Visibility)
  • View Price Change History
    • Markup Change Date Dialog Fields
    • Aggregation

2 System Options

• System Defaults
• System Options Definitions
  • Edit System Options
  • View System Options
  • System Options
    • Edit System Defaults
    • View System Defaults
  • Aggregation Levels
    • Maintain Aggregation Level Settings

3 Pricing

• Price Inquiry
  • Retrieve an Item Price
    • Export Price Inquiry Results
• Price Guides
  • Create a Price Guide
    • Add Price Intervals Individually
    • Add Multiple Price Intervals
    • Define Ends in Values
    • Complete the Price Guide
  • Copy a Price Guide
  • Link a Price Guide
  • Maintain a Price Guide
• Candidate Rules
  • Create a Candidate Rule and Define a Variable for the Rule
    • Assign a Variable Value
    • Complete the Candidate Rule
  • Maintain Rule Variables by Variable or by Department
    • Delete a Candidate Rule Variable
    • Update a Candidate Rule Variable
  • Maintain a Candidate Rule
  • Delete a Candidate Rule
• Zone Structures
  • Zone Groups
  • Zones
  • Primary Zone Groups
• Create a Zone Group
  • Add Zones to a Zone Group
  • Add Locations to a Zone
  • Copy an Existing Zone Group
• Maintain a Zone Group
  • Edit Zones
  • Edit Locations
  • Create a Primary Zone Group
  • Maintain a Primary Zone Group
  • Delete a Primary Zone Group
• Codes
  • Link Codes
  • Market Basket Codes
• Create a Code
• Edit a Code
• Delete a Code
• Create Link Codes
• Maintain Link Codes
  • Search for a Link Code
  • Maintain or Override a Link Code
  • Update Link Codes
  • Delete a Link Code Relationship
• Maintain Market Basket Codes
  • Search for a Market Basket Code
  • Maintain Market Basket Codes
  • Update Market Basket Codes
  • Delete a Market Basket Code Relationship
• Calendars
  • Create a Calendar
  • Set Up the Calendar
  • Set Up Review Periods
  • Maintain a Calendar
  • Delete a Calendar
• Maintain Location Move
  • Request a Location Move
  • Create a Location Move Request
  • Submit a Location Move Request for Approval
  • Approve a Location Move Request
  • Reject a Location Move Request
  • Reset a Location Move Request to Worksheet Status
  • View Conflicts for a Failed Location Move Request
  • Delete a Location Move Request
  • View Location Move Results
• Finance Details

4 Pricing Strategies

• Maintain Pricing Strategies
  • Area Differential Pricing
    • Create an Area Differential Pricing Strategy
    • Define Secondary Areas
    • Exclude Items From the Area Differential
    • Complete the Area Differential
  • Edit an Area Differential Pricing Strategy
    • Remove a Zone From an Area Differential Strategy
    • Exclude Items From the Area Differential
    • Complete the Area Differential
  • Clearance Pricing
    • Create a Clearance Pricing Strategy
    • Define Clearance Strategy Details
    • Edit a Clearance Pricing Strategy
    • Edit a Price Guide
    • Change Calendars
    • Edit a Markdown
    • Delete a Markdown
  • Clearance Defaults Pricing
    • Create a Clearance Defaults Pricing Strategy
    • Edit a Clearance Defaults Price Strategy
  • Competitive Pricing
    • Create a Competitive Pricing Strategy
    • Define Competitive Strategy Details
    • Define Match Strategy Details
    • Define Price Above or Price Below Strategy Details
    • Define Price by Code Strategy Details
    • Define Reference Competitors
  • Create a Competitive Pricing Strategy Associated with an Area Differential
    • Define Match Strategy Details
    • Define Price Above or Price Below Strategy Details
    • Define Price by Code Strategy Details
    • Define Reference Competitors
  • Edit a Competitive Pricing Strategy
    • Edit a Price Guide
    • Change Calendars
    • Edit a Competitor
    • Edit Reference Competitors
    • Complete the Competitive Price Strategy
  • Margin Pricing
    • Create a Margin Pricing Strategy
    • Define Margin Strategy Details
  • Edit a Margin Pricing Strategy
    • Edit a Price Guide
    • Change Calendars
    • Edit Margin Details
    • Delete Margin Details
    • Edit Reference Competitors
    • Complete the Margin Price Strategy
  • Maintain Margin Pricing
    • Create a Maintain Margin Pricing Strategy
    • Define Maintain Margin Strategy Details
    • Define Market Basket Margin
    • Define Current Margin
    • Define Reference Competitors
  • Edit a Maintain Margin Pricing Strategy
    • Edit a Price Guide
    • Change Calendars
    • Edit Maintain Margin Details
    • Edit Market Basket Margin
    • Edit Current Margin
    • Edit Reference Competitors
    • Complete the Margin Price Strategy
  • Delete a Pricing Strategy

5 Worksheets

• Worksheet Detail
• Worksheet Columns
  • Change the Value in a Cell
    • Change the Values of Multiple Cells
  • Maintain Columns
    • Hide and Position Columns
    • Sort the Worksheet
    • Adjust the Size of the Worksheet Content
    • Adjust Column Sizes
    • Set Non-Scrolling Columns
  • Maintain Views
    • Add a View
    • Delete a View
    • Select a View
  • Apply Filters
    • Apply an Ad-Hoc Filter
    • Clear an Ad-Hoc Filter
    • Clear All Filters
    • Apply an Advanced Filter
  • Maintain Worksheet Detail Filters
    • Create a Worksheet Detail Filter
    • Apply a Worksheet Detail Filter
    • Delete Worksheet Detail Filter Criteria
    • Delete a Worksheet Detail Filter
  • View Conflict Check Results
    • View Results
    • Delete Conflict Check Results
  • View Tasks
  • Worksheet Status
    • Maintain a Pricing Worksheet with Filter Disabled
    • Maintain a Pricing Worksheet with Filter Enabled
    • Submit a Pricing Worksheet for Approval
    • Approve a Pricing Worksheet
    • Reject a Pricing Worksheet
    • Reset the Status of a Pricing Worksheet
    • Delete a Pricing Worksheet
  • Worksheet Detail
    • Maintain Worksheet Details
    • Merchandise Extract Item Deletions
    • Edit Proposed Retail Prices
    • Take or Reject Proposed Price Changes
    • View Totals
    • View Price Change Totals
    • View Sales Totals
    • View Competitive Analysis Totals
  • What-If Analysis
    • Perform What-if Analysis on a Clearance Pricing Strategy
    • Perform What-if Analysis on a Competitive Pricing Strategy
    • Perform What-if Analysis on a Margin Pricing Strategy
    • Reset What-if Data
  • Export a Worksheet

6 Price Changes

• Creating a Price Change
  • Search for a Price Change
  • Conflict Checking
    • Conflict Check Status
  • Create a Regular Price Change
    • Set Up Price Change Type
    • Select Locations
    • Select Items
    • Complete the Price Change
  • Create a Vendor Funded Price Change
    • Select the Vendor and Deal
    • Select Location
    • Select Items
    • Complete the Price Change
    • Price Change Exclusion
  • Create a Link Code Price Change
    • Set Up Price Change Type
    • Select Link Codes
    • Complete the Price Change
  • Change the Status of a Price Change
  • Maintain a Price Change
    • Copy a Price Change
    • Delete a Price Change
    • Check for Conflicts
    • Suggest a Date
    • Create a Location Exception
    • Create Item Exceptions at the Transaction Level
  • Create Price Changes for Area Differentials

7 Clearances

• Creating Clearances
  • Search for a Clearance
  • Conflict Checking
    • Conflict Check Status
  • Create a Regular Clearance
    • Set Up Clearance Type
    • Select Locations
    • Select Items
    • Complete the Clearance
    • Clearance Exclusion
  • Create a Vendor Funded Clearance
    • Select the Vendor and Deal
    • Select Locations
    • Select Items
    • Complete the Clearance
  • Change the Status of a Clearance
  • Maintain a Clearance
    • Copy a Clearance
    • Delete a Clearance
    • Check for Conflicting Clearance
    • Create a Location Exception
    • Create Item Exceptions at the Transaction Level
  • Create Clearance Resets
    • Conflict Checking
  • Clearance Resets Inquiry

8 Promotions

• Promotion Components
  • Add Funding Information to a Promotion
• Create a Promotion
  • Conflict Checking
    • Conflict Check Status
  • Associate a Deal with a Promotion
  • Add Components to a Promotion
    • Item Selection Process
  • Copy Components to a New Promotion
  • Create from an Existing Promotion Component
• Search for a Promotion
• Maintain a Promotion
• Create a Simple Component
  • Add Items and Locations to a Promotion Component
  • Add Funding to a Simple Component
• Create a Threshold Component
  • Add Items and Locations to a Promotion Component
  • Add Funding to a Threshold Component
• Create a Multi-Buy Component
  • Create Buy Lists
    • Create Reward Lists
    • Add Items to a Multi-Buy Component
    • Add Locations and Save the Multi-Buy Component
  • Add Funding to a Multi-Buy Component
  • Add Billing Information for a Deal to a Funded Component
  • Examples of Multi-Buy Components
    • Multi-Buy Meal Deal
    • Multi-Buy Link Saver
    • Multi-Buy Cheapest Free
    • Multi-Buy with Multiple Reward Lists
    • Multi-Buy with AND or OR Conditions for Buy and Reward Lists
    • Multi-Buy Example with Price Ranges
• Create a Transaction Component
  • Create Buy Lists
  • Add Exclusions to a Transaction Promotion Component
  • Create Rewards Lists
    • Reward List Area
  • Add Items to a Transaction Component
  • Add Locations and Save the Transaction Component
  • Add Funding to a Transaction Component
  • Add Billing Information for a Deal to a Funded Component
  • Examples of Transaction Components
    • Storewide—Amount Off
    • Storewide—Percent Off
    • Item Level—Merchandise Hierarchy—Amount Off
    • Item Level—Percent Off
• Create a Finance Component
  • Add Credit Card Details
  • Add Threshold Details
  • Promotion Component Detail Maintenance
    • Item Selection
    • Item Exclusion
  • Locations Selection and Exclusion
• Maintain a Promotion Component
  • Maintain Component Details
  • Delete Component Details
  • Define Item Exceptions and Exclusions
  • Define Location Exceptions and Exclusions
• Cancel Item/Location
• Promotion Events
  • Create a Promotion Event
  • Add a Promotion to an Event
  • Maintain a Promotion Event
  • Delete a Promotion Event
• Promotion Threshold
  • Create a Threshold
  • Maintain a Threshold
• Vendor Funding Defaults
  • Create Vendor Funding Defaults
  • Edit Vendor Funding Defaults
  • Delete a Vendor Funded Default
• Promotion Constraints
  • Create a Promotion Constraint
  • Maintain a Promotion Constraint
    • Search for a Promotion Constraint
    • Maintain a Promotion Constraint
    • Delete a Promotion Constraint

9 Security Manager

• Role Administration
  • Roles
  • Workflows and Actions
  • Create a Role
  • Edit a Role
  • Add Users to a Role
  • Remove Users from a Role
  • Add Workflow Permissions to a Role
  • Delete a Workflow and Associated Action from a Role
  • Add Data Permissions to a Role
  • Delete a Data Permission from a Role
• User Administration
  • Assign Roles to Users
  • Add Roles to a User
  • Remove Roles from a User