| Oracle® Retail Merchandising System User Guide 14.1.1 E60812-02 |
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The following information describes the foundation data within RMS.
The organizational hierarchy allows you to create the relationships that are necessary in order to support the operational structure of a company. You can create a preferred organizational structure to support consolidated reporting at various levels of the company. Also, you can assign responsibility for any level of the hierarchy to a person or persons in order to satisfy internal reporting requirements.
The following default levels are used within RMS:
Company: The highest organizational and merchandise unit defined in RMS. Only one company can be defined.
Chain: The first level below the company level in the organizational hierarchy. The definition of a chain is based on the needs of the company, but a chain can be used to group various store formats, concepts, and geographical locations within the organization.
Area: The second level below the company level in the organizational hierarchy. The definition of an area is based on the needs of the company, but an area is used typically to define a geographical group within the organization. An area can belong to only one chain.
Region: The third level below the company level in the organizational hierarchy. The definition of a region is based on the needs of the company, but a region can be used to group geographical locations within the organization. A region can belong to only one area.
District: The fourth level below the company level in the organizational hierarchy. The definition of a district is based on the needs of the company, but a district is used typically to group geographical locations within the organization. A district can belong to only one region.
Channel: A channel grouping mechanism for a multi-channel environment. You can associate a channel with a location when you create or edit a store or virtual warehouse.
The Organization Hierarchy Main Form window allows you to create, edit, and view a member of the selected level of the organizational hierarchy. The following topics describe how to use this window:
View the Organizational Hierarchy
Create a Chain
Create an Area
Create a Region
Create a District
View a Company
View Chains
View Areas
View Regions
View Districts
Maintain a Chain
Maintain an Area
Maintain a Region
Maintain a District
To create a chain,
From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
Select Chain on the tree structure.
Click New. The Chain Maintenance window opens.
Click Add.
On the next available line, enter a unique number in the Chain field.
In the Description field, enter the name for the chain.
In the Manager field, enter the name of the manager who is responsible for the chain.
In the Currency field, enter the currency code, or select from the list.
Click OK to save your changes and close the window.
In a multi-channel environment, you can set up the channels by which inventory and profitability is to be tracked. When adding a store, you associate the store with a channel. A store may be either a stockholding location, such as a brick-and-mortar location, or a non-stockholding location, such as a web site or catalog.
A physical warehouse must be divided into one or more virtual warehouses. Each virtual warehouse is associated with a channel. To better track the movement of goods by channel, warehouses are restricted to providing goods for stores that are members of the same channel. The physical warehouse is considered a non-stockholding location.
The virtual warehouses within the physical warehouse are considered stockholding locations. The following topics are included:
Add a Banner in the System Administration chapter
Add a Channel in the System Administration chapter
Maintain a Banner in the System Administration chapter
Maintain a Channel in the System Administration chapter
View a Banner in the System Administration chapter
View Channels in the System Administration chapter
The Store Maintenance window allows you to create, edit, and view a store in the organizational hierarchy. The store is the lowest level of the organizational hierarchy. The store may be defined as the selling entity. The store is crucial because it is the level at which business transactions are processed. A store can belong to only one district within the organizational hierarchy.
You can access additional windows in order to set up attributes, the square area of the store's departments, location traits, associations with competitors' stores, activity and delivery schedules, and geocodes.
If the Oracle Retail Sales Audit product is installed, you can add, edit, and view closing dates and the reasons for the current store.
In a multi-channel environment, you must associate a channel with the store. If you choose a default warehouse for the store, the store and warehouse must be associated with the same channel.
The channels are used in inventory and profitability tracking. A store may be either a stockholding location, such as a brick-and-mortar location, or a non-stockholding location, such as a web site or catalog. The following topics describe how to use this window:
To view the organizational hierarchy:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
On the tree structure, select the hierarchy level that you want to view. The list belonging to the hierarchy level appear in the grid.
To look up a specific member of the hierarchy level:
Enter the ID of the member in the Filter field, or select from the list.
Click the Filter button.
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Note: To clear the filter criterion, click the clear button. All the members of the selected hierarchy level are again displayed. |
Click Close to close the window.
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Note: You can easily view the members of the next lower level in the hierarchy. For example, if you double-click a chain in the table, the areas appear in the table. If you double-click a district, the stores appear. |
To create a region:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
Select Region on the tree structure.
Click New. The Region Maintenance window opens.
Click Add.
On the next available line, enter a unique number in the Region field.
In the Description field, enter the name for the region.
In the Currency field, enter the currency code, or select from the list.
In the Manager field, enter the name of the manager who is responsible for the region.
In the Area field, enter the ID of the area that is associated with the region, or click the LOV button and select the area.
Click OK to save your changes and close the window.
To create an area:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
Select Area on the tree structure and click New. The Area Maintenance window opens.
Click Add.
On the next available line, enter a unique number in the Area field.
In the Description field, enter the name for the area.
In the Manager field, enter the name of the manager who is responsible for the area.
In the Currency field, enter the currency code, or click the LOV button and select the currency.
In the Chain field, enter the ID of the chain that is associated with the area, or click the LOV button and select the chain.
Click OK to save your changes and close the window.
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
Select Store on the tree structure. The stores appear in the table.
Select a store and click View. The Store Maintenance Window opens.
To view the address:
Click Address. The Address window opens.
Click OK to close the Address window.
Click OK to close the window.
To create a store:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
Select the Store on the tree structure. Click New. The Store Maintenance Window opens.
Table 3-1 Store Maintenance Window Fields and Description
| Field | Description |
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Store Type |
Select the Store Type from the list. |
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Store |
Enter an unique ID and description for the store. |
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Manager |
Enter the name of the Manager who is responsible for the store. |
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Phone Number |
Enter the Phone Number of the store. |
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Fax Number |
Enter the Fax Number of the store. |
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Email Address |
Enter the Email Address of the store. |
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VAT Region |
Enter the VAT Region in which the store is located or select from the list. |
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District |
Enter the District in which the store is located or select from the list. |
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Transfer Zone |
Enter the Transfer Zone or select from the list. |
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Store Format |
Enter the Store Format or select from the list. |
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Mall Name |
Enter the Mall Name in which the store is located. |
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Channel |
Enter the channel of business or select from the list. |
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Default Warehouse |
Enter the Default Warehouse of the store or select from the list. |
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Currency |
Enter the Currency that is accepted in the store or select from the list. |
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Language |
Enter the Language of transaction the store uses or select the language from the list. |
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DUNS Number |
Enter the nine digit DUNS digit number to identify your store. |
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DUNS Location Number |
Enter the four digit DUNS Location Number to identify the location of the store. |
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Sister Store |
Enter the Sister Store details or select from the list. |
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Transfer Entity |
Enter the Transfer Entity or select from the list. |
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Org Unit ID |
Enter the Organization Unit ID or select from the list. |
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Secondary Name |
Enter the Secondary Name of the store. |
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(10 chars) |
Enter up to 10 character abbreviation for the store. |
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(3 chars) |
Enter up to 3 character abbreviation for the store. |
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Total Area |
Enter the Total Area of the store. |
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Selling Area |
Enter the Selling Area of the store. |
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Linear Distance |
Enter the shelving space available at the store. |
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Store Class |
Select the Store Class from the list. A store is grouped under the class based on the sale or the location. |
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Store Open Date |
Enter the Store Open Date or click the Calendar button to select the date. |
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Start Order Days |
Enter the Start Order Days. The start order days are the days before the store opens to merchandise the order. |
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Store Close Date |
Enter the Store Close Date or click the Calendar button to select the date. |
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Stop Order Days |
Enter the Stop Order Days. The stop order days are the days before the store stops to merchandise the order. |
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Acquired Date |
Enter the store Acquired Date or click the Calendar button to select the date. |
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Remodel Date |
Enter the store Remodel Date or click the Calendar button to select the date. |
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Unique Tran. No. By |
Select the store or register for the Unique Transaction Number By from the list. |
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Time Zone Name |
Enter Time Zone Name or select from the list. |
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Integrated POS |
By default the Integrated POS option is checked. You cannot load the sales for that store in ReSA, if the Integrated POS option is not checked. |
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Stockholding |
If the store is intended to be stockholding, this option must be selected. By default the Stockholding option is checked. |
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Remerch |
Check the Remerch option, if the store is undergoing a significant remerchandising effort as an indicator to Advanced Inventory Planning (AIP) application. |
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Customer Order Location |
This option is available if the store type is Company and also for stock holding Franchise Store. If the option is enabled then the store can be used to source or fulfill customer orders. |
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Note: Asynchronous processing support is available to create a new store. |
A store is associated with a retail price and cost location. To add the information:
Click Zoning Locs on the Store Maintenance Window. The Zoning Locations window opens.
In the Pricing Store field, enter the pricing store ID or select from the list.
In the Cost Location field, select either Store or Warehouse.
Enter the cost location ID or select from the list.
Click OK to add and exit from the Zoning Locations window. (check with Pavan)
To add an address to the store:
Click Address on the Store Maintenance Window.
The Address window opens. The Store ID and the Store Description is selected.
Table 3-2 Address Window Fields and Description
| Field | Description |
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Address Type |
Select the address type. |
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Primary Address Type |
This field indicates if the address is a Primary Address. |
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Mandatory Address Type |
This field indicates if the address is a Mandatory Address. |
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Address Information |
In this block, enter the following details for the Address:
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Contact Information |
In this block, enter the following details for the Contact information:
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Apply |
Click Apply to add the information to the grid. |
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Add |
Click Add to reenter the address information. |
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Delete |
Click Delete to delete the address information. |
Click OK to save your changes and close the window.
To maintain a store:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
Select Store on the tree structure. The stores appear in the table.
Select a store and click Edit. The Store Maintenance Window opens.
To copy a store:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
Select Store on the tree structure and click New. The Store Maintenance Window opens.
Enter information in the required fields: Store, (10 chars), (3 chars), Manager, VAT Region, District, Store Open Date, Start Order Days, Channel, Currency, Language, and Unique Tran. NO. By.
Enter information in the optional fields as necessary.
Add an address to the store.
To enter the default retail price and cost zone information:
Enter the retail price and cost locations.
Click Zoning Locs. The Zoning Locations window opens.
Click OK to exit the window.
To copy the item assortment and other information from another store:
Click Like Store. The Like Store window opens.
In the Like Store field, enter the ID of the store to copy, or click the LOV button and select the store.
To copy replenishment information, select the Copy Replenishment Information check box.
To copy delivery schedules, select the Copy Delivery Schedules check box.
To copy dates when the store is closed, select the Copy Activity Schedule check box.
Click OK to exit the Like Store window.
Click OK to save your changes and close the window.
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Note: You may receive a notice indicating that the new information will be unavailable until the asynchronous process is run to add your changes to RMS. |
The Like Store window allows you to create a store with the same assortment of items as another store. Also, you can choose to copy replenishment information, delivery schedules, and dates when closed from the existing store to the new store. The following topic is included:
To add a store format:
Navigate: From the main menu, select Control > Setup > Store Format > Edit. The Store Format Maintenance Window opens.
Click Add.
On the next available line, enter a unique number in the Number field.
In the Description field, enter the description of the store format.
Click OK to save your changes and close the window.
To edit a store format:
Navigate: From the main menu, select Control > Setup > Store Format > Edit. The Store Format Maintenance Window opens.
In the Description field, edit the description of the format.
Click OK to save your changes and close the window.
To delete a store format:
Navigate: From the main menu, select Control > Setup > Store Format > Edit. The Store Format Maintenance Window opens.
Select a store format and click Delete.
When prompted to delete the record, click Yes.
Click OK to save your changes and close the window.
The Delivery Slot Maintenance window allows the user to edit the delivery slot for the shipment. See the following for similar topics:
To view a delivery slot:
Navigate: From the main menu, select Control > Setup > Delivery Slot Maintenance > View. The Delivery Slot Maintenance window opens.
Click OK to close the window.
To edit a delivery slot:
Navigate: From the main menu, select Control > Setup > Delivery Slot Maintenance > Edit. The Delivery Slot Maintenance window opens.
Select a delivery slot from the list.
Make changes as necessary.
Click OK to save your changes and close the window.
To add a delivery slot:
Navigate: From the main menu, select Control > Setup > Delivery Slot Maintenance > Edit. The Delivery Slot Maintenance window opens.
Click Add.
In the Seq field, enter the sequence of the delivery.
In the Slot Code field, enter the code.
In the Slot Description field, enter the description.
Click OK to save your changes and close the window.
To delete a delivery slot:
Select a delivery slot from the list.
Click Delete.
Click OK to save your changes and close the window.
The Geocodes window allows you to associate a geocode with a store. The geocode to which the store belongs determines which tax codes are applied to the items at the store. You can associate the store with a country geocode, a state geocode, a county geocode, a city geocode, or a district geocode. The following topics are included:
See Associate a Geocode with a Store in the Financial Management chapter
See "View Additional Store/Day Summary Information” in the Oracle Retail Sales Audit User Guide
To view the tax codes for a department:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select Department on the tree structure. The departments appear in the table.
Select a department and click View. The Department Maintenance window opens.
From the Options menu, select Apply Tax Codes. The Item Tax Codes window opens.
To view a subset of the tax codes:
Enter criteria in the Tax Jurisdiction and Tax Level fields.
Click the Filter button.
Click OK to close the window.
To view the audit trail for a tax code associated with a department:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select Department on the tree structure. The departments appear in the table.
Select a department and click View. The Department Maintenance window opens.
From the Options menu, select Apply Tax Codes. The Item Tax Codes window opens.
Select a tax code on the table.
Click Audit. The Audit window opens.
Click OK to close the window.
To view the tax codes for a tax product group item list:
Navigate: From the main menu, select Items > Item List. The Item List Search window opens.
Search for and retrieve an item list in Use mode. The Item List Header window opens.
From the Options menu, select Create Tax Code Change. The Item Tax Codes window opens.
To view a subset of the tax codes:
Enter criteria in the Tax Jurisdiction and Tax Level fields.
Click the Filter button.
Click OK to close the window.
To view the tax codes for an item:
Navigate: From the main menu, select Items > Items. The Item Search window opens.
Search for and retrieve an item in View mode. The Item Maintenance window opens.
Select the Apply Tax Codes option. The Item Tax Codes window opens.
To view a subset of the tax codes:
Enter criteria in the Tax Jurisdiction and Tax Level fields.
Click the Filter button.
Click OK to close the window.
To view items associated with a tax code:
Navigate: From the main menu, select Control > Sales Tax > Tax Rate Maintenance > View. The Tax Hierarchy window opens.
On the Tax Jurisdictions tab, select a tax jurisdiction.
Click the Tax Codes & Rates tab.
Select a tax type in the tax type table.
Click Item/Geocode. The Tax Codes Form window opens.
Click the Items tab.
Click Close to close the window.
To view departments associated with a tax code:
Navigate: From the main menu, select Control > Sales Tax > Tax Rate Maintenance > View. The Tax Hierarchy window opens.
On the Tax Jurisdictions tab, select a tax jurisdiction.
Click the Tax Codes & Rates tab.
Select a tax type in the tax type table.
Click Item/Geocode. The Tax Codes Form window opens.
Click the Department tab.
Click Close to close the window.
To view a tax code:
Navigate: From the main menu, select Control > Sales Tax > Tax Rate Maintenance > View. The Tax Hierarchy window opens.
To view a subset of the tax jurisdictions:
Enter criteria in the Tax Jurisdiction and Tax Level fields.
Click the Filter button.
To view tax types and rates associated with a tax jurisdiction:
Select the tax jurisdiction on the Tax Jurisdictions tab.
Click the Tax Codes & Rates tab. The tax codes for the current tax jurisdiction appear.
Select a Tax Type on the Tax Codes table. The tax rates for the selected tax type appear.
Click Close to close the window.
To view tax codes by merchandise level:
Navigate: From the main menu, select Control > Sales Tax > Tax Rate View. The Tax Rate View window opens.
In the Type field, select the element whose tax rates you want to view.
In the value field, enter the ID of the entity, or click the LOV button and select the element.
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Note: The label of the value field depends on what you select in the Type field. |
In the Country Geocode field, enter the geocode of the country, or click the LOV button and select the country.
Enter additional criteria as desired to make the search more restrictive.
Click Search. The tax rates that match the search criteria appear in the table.
Click OK to close the window.
To view the tax rates for a sellable pack at a store:
Navigate: From the main menu, select Items > Items. The Item Search window opens.
Search for and retrieve a sellable pack in Edit mode. The Pack Item Maintenance window opens.
From the Options menu, select Stores > Detail. The Pack Item Store Maintenance window opens.
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Note: Tax codes are applied to items that are associated with stores. If the Pack Item Addition - Store window opens, no tax codes or stores have been associated with the item yet. |
Select a store.
From the Options menu, select Tax Rates. The Tax Rate View window opens.
Click OK to close the window.
To view the tax rates for an item at a store:
Navigate: From the main menu, select Items > Items. The Item Search window opens.
Search for and retrieve an item in Edit mode. The Item Maintenance Window opens.
From the Options menu, select Stores > Detail. The Item Store Maintenance Window opens.
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Note: Tax codes are applied to items that are associated with stores. If the Item Store Addition window opens, no stores have been associated with the item. |
Select a Store.
From the Options menu, select Tax Rates. The Tax Rate View window opens.
Click OK to close the window.
To view the audit trail for geocode associated with a tax code:
Navigate: From the main menu, select Control > Sales Tax > Tax Rate Maintenance > View. The Tax Hierarchy window opens.
On the Tax Jurisdictions tab, select a tax jurisdiction.
Click the Tax Codes & Rates tab.
Select a tax type in the tax type table.
Click Item/Geocode. The Tax Codes Form window opens.
Click the Geocodes tab.
Select a Geocode in the table.
Click Audit to view the audit trail. The Audit window opens.
Click OK to close the window.
To view the audit trail for a tax code associated with an item:
Navigate: Search for and retrieve an item in View mode. The Item Maintenance window opens.
Select the Apply Tax Codes option. The Item Tax Codes window opens.
Select a tax code on the table.
Click Audit. The Audit window opens.
Click OK to close the window.
To view the audit trail for a tax code associated with a tax product group item list:
Navigate: From the main menu, select Items > Item List. The Item List Search window opens.
Search for and retrieve an item list in Use mode. The Item List Header window opens.
From the Options menu, select Create Tax Code Change. The Item Tax Codes window opens.
Select a tax code on the table.
Click Audit. The Audit window opens.
Click OK to close the window.
To view the audit trail for a tax code associated with a geocode:
Navigate: From the main menu, select Control > Sales Tax > Geocode Maintenance > View. The Geocode Hierarchy Maintenance window opens.
Click the appropriate tab in order to display the geocode level.
Select a geocode.
Click Store/Tax Code. The Geocode Tax Code window opens.
Click the Tax Codes tab.
Select a tax code on the table.
Click Audit. The Audit window opens.
Click OK to close the window.
To view tax codes associated with a geocode:
Navigate: From the main menu, select Control > Sales Tax > Geocode Maintenance > View. The Geocode Hierarchy Maintenance window opens.
Click on the appropriate tab in order to display the geocode level.
Select a geocode.
Click Store/Tax Code. The Geocode Tax Code window opens.
Click Close to close the window.
To view stores associated with a geocode:
Navigate: From the main menu, select Control > Sales Tax > Geocode Maintenance > View. The Geocode Hierarchy Maintenance window opens.
Click on the appropriate tab in order to display the geocode level.
Select a geocode.
Click Store/Tax Code. The Geocode Tax Code window opens.
Click on the Stores tab.
Click Close to close the window.
To view a geocode:
Navigate: From the main menu, select Control > Sales Tax > Geocode Maintenance > View. The Geocode Hierarchy Maintenance window opens.
Click on the appropriate tab in order to display the geocode level that you want to view.
To view the stores and tax codes that are associated with a geocode:
Select the geocode record.
Click Store/Tax Code. The Geocode Tax Code window opens.
To view the stores, click on the Stores tab.
To view the tax codes, click on the Tax Codes tab.
Click Close to exit the Geocode Tax Code window.
Click Close to close the window.
To view geocodes associated with a tax code:
Navigate: From the main menu, select Control > Sales Tax > Tax Rate Maintenance > View. The Tax Hierarchy window opens.
On the Tax Jurisdictions tab, select a tax jurisdiction.
Click on the Tax Codes & Rates tab.
Select a tax type in the tax type table.
Click Item/Geocode. The Tax Codes Form window opens.
Click on the Geocodes tab.
Click Close to close the window.
To view store formats:
Navigate: From the main menu, select Control > Setup > Store Format > View. The Store Format Maintenance window opens, with the ID and description for each format.
Click OK to close the window.
The Conflicting Stores window allows you to view conflicting assignments. A conflict occurs when you attempt to assign stores to more than one warehouse with the same assignment date. A prompt warns you of the conflict at the time you enter the conflicting assignment. The following topics are included:
Edit Warehouse Assignments
To add a store to a department:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select Department on the tree structure. The departments appear in the table.
Select a department and click Edit. The Department Maintenance window opens.
From the Options menu, select Store/Department Area. The Store Department Square Footage Area window opens.
Click Add.
On the next available line, enter the store ID in the Store field, or click the LOV button and select the store.
In the Area field, enter the square area allotted at the store for the current department.
In the Effective Date field, enter the date when the square area of the department becomes effective at the store, or click the LOV button and select the date.
Click OK to save your changes and close the window.
To add a department to a store:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
Select Store on the tree structure. The stores appear in the table.
Select a store and click Edit. The Store Maintenance window opens.
Select Options > Store/Department Area. The Store Department Square Footage Area window opens.
Click Add.
On the next available line, enter the department ID in the Department field, or click the LOV button and select the department.
In the Area field, enter the square area allotted to the department at the current store.
In the Effective Date field, enter the date when the square area of the department becomes effective, or click the LOV button and select the date.
Click OK to save your changes and close the window.
To delete a department from a store:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
Select Store on the tree structure. The stores appear in the table.
Select a store and click Edit. The Store Maintenance window opens.
From the Options menu, select Store/Department Area. The Store Department Square Footage Area window opens.
Select a department and click Delete.
When prompted to delete the record, click Yes.
Click OK to save your changes and close the window.
The Store Grade window allows you to add and delete the store grades that you want to include in a store grade group. You must associate stores with a store grade before the store grade becomes useful. Stores are associated with store grades in the Store Grade Store Detail window. The following topics are included:
Add a Store Grade Information
Delete a Store from a Store Grade Group
View Store Grade Information
The Store Grade Store Detail window allows you to add and delete the stores that you want to include in a store grade group. You must associate the stores with a store grade as you add them to the store grade group. Store grades are added to the store grade group in the Store Grade window.
Stores can be added individually or by a variety of grouping mechanisms, such as store class, district, region, promotion zone, transfer zone, zone group, location traits, or location list. The following topics are included:
Add a Store Grade Information
Delete a Store from a Store Grade Group
View Store Grade Information
The Store Grade Distribution window is used to distribute items on a purchase order by store grade. The following topic is included:
Distribute Items on a Purchase Order by Store Grade
To distribute items on a purchase order by store grade:
Navigate: From the main menu, select Ordering > Orders. The Order Search window is displayed.
Search for and retrieve a purchase order in Edit mode. Restrict the search to purchase orders in Worksheet status. The PO Header Maintenance window opens.
Click Items. The Order Distribution Worksheet window opens.
Filter the items as necessary.
Click Store Grade. The Store Grade Distribution window opens.
In the Buyer field, enter the ID of the buyer, or click the LOV button and select the buyer.
In the Store Grade Group field, enter the ID of the store grade group, or click the LOV button and select the store grade group. The store grades and number of stores in each store grade appear.
In the Distribute By area, select the method of distribution. Select the following distribution method:
Quantity: Enter the number of items you want at each store, or the total items you want for each store grade.
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Note: You can distribute by quantity only if you did not enter a quantity on the Order Distribution Worksheet window. |
Distribution %: Enter the percentage of the items you want at each store grade.
Ratio: Enter the proportion of items that you want at each store grade.
Click OK to save your changes and close the window.
To view store grade information:
Navigate: From the main menu, select Control > Setup > Store Grade Group > View. The Store Grade Group window opens.
In the Buyer field, enter the ID of a buyer, or click the LOV button and select the buyer. Store grade groups for the current buyer appear.
To view the store grades for the current buyer and store grade group, click Store Grade. The Store Grade window opens. Click OK to exit.
To view the store and store grade combinations for the current buyer and store grade group, click Store. The Store Grade Store Detail window opens. Click OK to exit.
Click OK to close the window.
To add a store grade information:
Navigate: From the main menu, select Control > Setup > Store Grade Group > Edit. The Store Grade Group window opens.
To define the store grade group:
In the Buyer field, enter the ID of a buyer, or click the LOV button and select the buyer. Any existing store grade groups for the selected buyer appear.
Click Add.
On the next available line, enter a unique number in the Store Grade Group field.
In the Description field, enter a description for the store grade group.
Click Add.
To add store grades:
Click Store Grade. The Store Grade window opens.
Click Add.
On the next available line, enter a unique code in the Store Grade field.
If necessary, enter a comment in the Comments field, or click the comments button and enter the comment.
Click OK to close the Store Grade window.
To add stores to a store grade:
Click Store. The Store Grade Store Detail window opens.
Click Add.
In the Group Type field, select a group type.
In the Group field, enter the ID of a group, or click the LOV button and select the group.
In the Store Grade field, enter the code for the store grade to associate with the group of stores, or click the LOV button and select the store grade.
Click Apply. The stores in the group are added to the store grade group.
Click OK to save any changes and close the window.
To delete a store grade group:
Navigate: From the main menu, select Control > Setup > Store Grade Group > Edit. The Store Grade Group window opens.
In the Buyer field, enter the ID of a buyer, or click the LOV button and select the buyer. Store grade groups for the current buyer appear.
Select a store grade group and click Delete.
When prompted to delete the record, click Yes.
Click OK to save your changes and close the window.
To delete a store from a store grade group:
Navigate: From the main menu, select Control > Setup > Store Grade Group > Edit. The Store Grade Group window opens.
In the Buyer field, enter the ID of a buyer, or click the LOV button and select the buyer. Store grade groups for the current buyer appear. Select a store grade group and click Store. The Store Grade Group Detail window opens.
Select a store and click Delete.
When prompted to delete the record, click Yes.
Click OK to save your changes and close the window.
To delete a store grade from a store grade group:
Navigate: From the main menu, select Control > Setup > Store Grade Group > Edit. The Store Grade Group window opens.
In the Buyer field, enter the ID of a buyer, or click the LOV button and select the buyer. Store grade groups for the current buyer appear.
Select a store grade group and click Store Grade. The Store Grade window opens.
Select a store grade and click Delete.
When prompted to delete the record, click Yes.
Click OK to save your changes and close the window.
To edit a delivery schedule at the store or warehouse level:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens. Select Store or Warehouse on the tree structure. The stores or warehouses appear on the table. Select a store or warehouse and click Edit. The Store Maintenance window or Warehouse Maintenance window opens. From the Options menu, select Delivery Schedule. The Delivery Schedule window opens.
In the Source Type field, select the type of source for the delivery schedule.
In the Source field, enter the ID of the supplier or source warehouse, or click the LOV button and select the supplier or warehouse.
Edit the Start Time and End Time fields as necessary.
To delete a delivery schedule:
Click Delete.
When prompted to delete the record, click Yes.
Click OK to save your changes and close the window.
To delete an exception to a delivery schedule:
Click Exceptions. The Exceptions window opens.
Select the item exception record that you want to delete.
Click Delete.
When prompted to delete the record, click Yes.
Click OK to save your changes and close the window.
To create an association between your store and a competitor's store:
Navigate: From the main menu, select Action > Organizational Hierarchy > Store. The Organizational Hierarchy Main Form window opens. Select a store. Click Edit. The Store Maintenance window opens. From the Options menu, select Assign Competitors. The Competitor Store Association window opens.
In the Competitor field, enter the ID of the competitor, or click the LOV button and select the competitor.
If this competitor is the most likely competitor to drive your competitive pricing strategy, select the Target Competitor check box.
In the Competitor Store field, enter the ID of the competitor's store, or click the LOV button and select the store.
To associate an additional competitor store with this store, click Add Location.
Click OK to save your changes and close the window.
To delete the association between your store and acompetitor's store:
Navigate: From the main menu, select Action > Organizational Hierarchy > Store. The Organizational Hierarchy Main Form window opens. Select a store. Click Edit. The Store Maintenance window opens. From the Options menu, select Assign Competitors. The Competitor Store Association window opens.
Select the competitor's store record that you want to delete.
Click Delete. You are prompted to delete the record.
Click Yes.
Click OK to save your changes and close the window.
To search for stores assigned to a warehouse:
Navigate: From the main menu, select Control > Setup > Warehouse Store Assignment > View Assignments. The Warehouse Store Assignment View window opens.
In the Warehouse field, enter the ID of a warehouse, or click the LOV button and select the warehouse.
In the Assignment Date field, enter the date that you want to search by, or click the calendar button and select the date.
Click Search. The stores that match the criteria appear.
Click Refresh to clear the fields for another search, or click Close to exit.
The Store Department Square Footage Area window allows you to add, edit, view, or delete the square area of departments. Depending on how this window is accessed, you can add multiple stores to a department (merchandise hierarchy) or multiple departments to a store (organizational hierarchy). You can use these measurements to monitor square area relationships between stores and departments, such as sales per square foot. The following topics are included:
Add a Department to a Store
Add a Store to a Department
Delete a Department from a Store
Delete a Store from a Department
See "View Additional Store/Day Summary Information" in the Oracle Retail Sales Audit User Guide
The Walk-Through Store window allows you to define s which contain several stores in one location. Each store may operate as a separate entity, however stores are located in the same physical location. You can associate multiple stores as walk through locations. Walk-through store can be uploaded into the system, or you can add walk through locations to a store. You must set up the stores and then associate one with another. The following topics are included:
Create a Store
View a Store
The window allows you to set up a store with the same Pricing Zone/Zone Group records as an existing store and the same Cost Zone/Zone Group as an existing store or warehouse. The following topics are included:
Create a Store
The Warehouse Maintenance window allows you to create, edit, view, and delete a warehouse. The warehouse is the entity within RMS that defines the physical storage, cross-dock, or distribution facility in an organization. The warehouse has all of the transaction capability of the store, except for sales and price changes. You can specify at which organizational level a warehouse is reported.
You also have the option to designate a warehouse as a redistribution warehouse. A redistribution warehouse does not actually hold stock and cannot be used as a distribution center. With the existence of a redistribution warehouse, you can create purchase orders before the distribution center is known. Orders must be redistributed to actual warehouses or stores when the locations become known and before the merchandise is shipped.
You can access additional windows in order to set up attributes, activity schedules, and delivery schedules.
In a multi-channel environment, you can segregate inventory in virtual warehouses. Each virtual warehouse is associated with a channel. The physical warehouse is considered a non-stockholding location, while the virtual warehouses are considered stockholding locations. The following topics are included:
Create a Warehouse
Maintain a Warehouse
View a Warehouse
"Maintain Flexible Attributes for a Warehouse" topic in the Oracle Retail Merchandising System/Sales Audit Brazil Localization User Guide
The Warehouse Attributes window allows you to enter information about a particular warehouse. You can track information specific to the warehouse, such as:
Total square feet
Number of loading docks
Number of unloading docks
Time zone
UPS district
For more information regarding these topics, see also:
Record Attributes for a Warehouse
To create a warehouse:
Navigate: From the main menu, select Action > Organizational Hierarchy.
The Organization Hierarchy Main Form window opens.
Select Warehouse on the tree structure and click New. The Warehouse Maintenance window opens.
In the Warehouse fields, enter a unique ID and description for the warehouse.
In the Currency Code field, enter the currency code, or click the LOV button and select the currency.
In the VAT Region field, enter the ID of a VAT region, or click the LOV button and select the VAT region.
In the Org Unit ID field, enter the ID of the org unit, or click the LOV button and select a organizational unit.
|
Note: This field is required if your organization uses Oracle Financials, version 11.5.10 or later and you are working in a single channel environment. |
Add the address information to the warehouse.
Enter optional information in the remaining fields as necessary.
Primary Virtual Warehouse: The virtual warehouse that will be used for all transactions in which a virtual warehouse has not been otherwise specified.
E-mail: The e-mail of the primary contact at the warehouse.
Break Pack Warehouse: When selected, indicates that packs are broken apart at the warehouse.
Redistribution Warehouse: When selected, indicates that the warehouse is used to receive items on a purchase order when the actual distribution is yet to be determined.
Delivery Policy: The delivery policy of the warehouse when a receiving location is closed. In New and Edit modes, select the appropriate option.
Next day: Deliver the merchandise on the next day.
Next delivery day: Deliver on the next regularly scheduled delivery date.
Inbound handling days: The number of days that the warehouse requires to receive any item and get it to the shelf so that it is ready to pick.
DUNS Number: The 9-digit ID number of the company as provided by Dun & Bradstreet.
DUNS Location: The 4-digit ID number of the location as provided by Dun & Bradstreet.
|
Note: Asynchronous processing support is available to create a new warehouse. |
To associate a cost location with the warehouse:
Click Zoning Locs. The Zoning Locations window opens.
In the Cost Location field, select the type of location whose base costs you want to copy to the current warehouse.
In the fields next to the Cost Location field, enter the ID of the location, or click the LOV button and select the location.
Click OK to close the window.
To complete the warehouse information:
Add virtual warehouses as necessary.
|
Note: Virtual warehouses are required for multi-channel environments only. |
Add warehouse attributes as necessary.
Add delivery schedules as necessary.
Add activity schedules as necessary.
Click OK to save any changes and close the window.
To maintain a warehouse:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
Select Warehouse on the tree structure. The warehouses appear in the table.
Select a warehouse and click Edit. The Warehouse Maintenance window opens.
To edit warehouse assignments:
Navigate: From the main menu, select Control > Setup > Warehouse/Store Assignment > Create Assignments > Edit. The current assignments appear in the Warehouse Store Assignment window.
Click New. The fields in the Apply area are cleared.
In the Warehouse field, enter the ID of the warehouse, or click the LOV button and select the warehouse.
In the Assign Date field, enter the date on which the assignment becomes effective, or click the calendar button and select the date.
In the Group Type field, select a grouping mechanism for the locations to be assigned to the warehouse.
In the Group field, enter the ID of the specific group or location, or click the LOV button and select the group or location.
Click Apply. The assignments are added to the table.
A prompt opens if you attempt to create any assignments with conflicting assignment dates. To view the conflicting assignments, click Yes. The conflicting assignments appear in the Conflicting Stores window.
Click OK to save your changes and close the window.
The Warehouse Department window allows you to specify investment buy parameters at the warehouse or warehouse/department level. You can set up costs of storage and other parameters for a specific warehouse. Within the warehouse, you can set up several sets of investment buy parameters which are specific for a set of items, such as frozen goods. The following topics are included:
See "Add Investment Buy Attributes to a Warehouse" in the Replenishment chapter
Edit Investment Buy Attributes for a Warehouse
See "View Investment Buy Attributes to a Warehouse" in the Inventory Control chapter
The Warehouse/Inventory Attributes window allows you to indicate how the warehouse is affected by replenishment and investment buy activities.
In a single channel environment, you can indicate whether the current warehouse should be included in forecast calculations. You also indicate whether the warehouse is considered a replenishment warehouse and an investment buy warehouse.
In a multi-channel environment, you can indicate whether the current virtual warehouse should be included in distribution and forecast calculations. You can also identify the virtual warehouse that should receive any excess or short stock based on rounding calculations. If the virtual warehouse is not a replenishment warehouse or an investment buy warehouse, you can link it to other virtual warehouses within the same physical warehouse that have those characteristics. The following topics are included:
Edit Attributes at a Warehouse for Inventory Segregation
The Virtual Warehouse Maintenance window allows you to divide a physical warehouse into one or more virtual warehouses. Virtual warehouses are used in a multi-channel environment to track ownership of inventory by channel. You associate each virtual warehouse with a channel. If the virtual warehouse contains a finishing location, you can indicate an additional virtual warehouse within the channel.
Virtual warehouses are considered stockholding locations, while the physical warehouse is considered a non-stockholding location. The following topics are included:
Add a Virtual Warehouse to a Physical Warehouse
Maintain Virtual Warehouses for a Physical Warehouse
See "View Virtual Warehouses for a Physical Warehouse" in the Inventory Control chapter
To add a virtual warehouse to a physical warehouse:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
Select Warehouse on the tree structure. A list of Physical warehouses appears in the table.
Select a Warehouse and click Edit. The Warehouse Maintenance window opens.
From the Options menu, select Virtual Warehouse. The virtual warehouses appear in the Virtual Warehouse Maintenance window. The Physical Warehouse ID and Name is displayed.
Click Add to enable addition of a new address.
Table 3-3 Virtual Warehouse Maintenance Fields and Description
| Field | Description |
|---|---|
|
Virtual Warehouse |
Enter an unique ID and description for the virtual warehouse. |
|
Secondary Name |
Enter the secondary name for the virtual warehouse. |
|
ORG Entity Type |
Enter the Organization entity type or select from the list. |
|
VWH Type |
Enter the virtual warehouse type or select from the list. |
|
Channel |
Enter the channel or select from the list. |
|
Pricing Location |
Enter the pricing location or select from the list. |
|
Transfer Entity |
Enter the transfer entity or select from the list. The transfer entity is available if the store uses transfer entities. |
|
Stockholding |
The Stockholding is checked by default. |
|
Finisher |
In the Finisher field, select the check box to indicate the virtual warehouse is used for finishing. |
|
Customer Order Location |
Select the customer order location option if the virtual warehouse supports the customer order requests. |
|
Org Unit ID |
Enter the organization unit ID or select from the list. This field is required if your organization uses Oracle Financials, or later 11.5.10. |
|
Apply |
Click Apply button if you want to add the entered information to the table grid. |
|
Delete |
Click Delete to reenter the information again. |
Click OK to save and exit from the Virtual Warehouse Maintenance Window.
|
Note: A warehouse can be setup and used in RMS without specifying a replenishable virtual warehouse. You will receive a warning when you close the window. Click Yes to continue. |
If you want to set up a virtual warehouse to receive replenishments:
Select the desired virtual warehouse.
From the Options menu, select Warehouse/Inventory Attributes. The Warehouse Inventory Attributes window opens.
Select the Replenishment Warehouse check box.
Click OK to save any changes and close the window.
To maintain virtual warehouses for a physical warehouse:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
Select Warehouse on the tree structure. The warehouses appear in the table.
Select a warehouse and click Edit. The Warehouse Maintenance window opens.
From the Options menu, select Virtual Warehouses. The virtual warehouses appear in the Virtual Warehouse Maintenance window.
The Warehouse Store Assignment window allows you to view and maintain warehouse assignments. You can assign one or multiple stores to a warehouse. You can assign a store to more than one warehouse; however, the assignment dates cannot conflict. If you attempt to set up a conflicting assignment, you are notified and can choose to view the conflicting assignments.
Effective on the assignment date, the warehouse becomes the default warehouse for the stores assigned to it. The warehouse also becomes the sourcing warehouse for the purpose of replenishing items.
To display additional details, select the appropriate option from the View menu.
|
Note: You can also assign a default warehouse to a store when you create or edit a store. The assignment remains effective until changed manually or overridden by an assignment entered in the Warehouse Store Assignment window. |
The following topics are included:
Edit Warehouse Assignments
See "View All Warehouse Assignments" in the Inventory Control chapter
The Warehouse Store Assignment View window allows you to search for and view the stores assigned to a warehouse on a specific date.
To view additional details about the stores, select the appropriate option from the View menu. The following topics are included:
Search for Stores Assigned to a Warehouse
To edit investment buy attributes for a warehouse:
Navigate: From the main menu, select Actions > Organizational Hierarchy. The Organization Hierarchy Main Form window opens. Select Warehouse on the tree structure. The warehouses appear in the table. Select a warehouse and click Edit. The Warehouse Maintenance window opens.In a multi-channel environment: From the Options menu, select Virtual Warehouse. The Virtual Warehouse Maintenance window opens. From the Options menu, select Warehouse Department Parameters > Edit. The Warehouse Department Parameters window opens.In a single channel environment: From the Options menu, select Warehouse Department Parameters>Edit. The Warehouse Department Parameters window opens.
Select a department on the table.
In the Apply area, edit the information as appropriate.
Click Add to enter an additional record, or click Delete to remove the department from the table.
Click Apply to enter the information into the table. This information will be used in investment buy calculations.
Click OK to save your changes and close the window.
With location traits, you can group areas, regions, districts, or stores by traits. When a trait is associated with an area, region, or district, the trait is applied automatically to the stores within those entities. A trait can be deleted only at the level of the organizational hierarchy with which it was originally associated. You can create reports based on location traits.
At the store level, location traits can also be used when you:
Record Attributes for a Store
Add Locations to a Location List
See "Edit Replenishment Attributes for an Item or Item List" in the Item Maintenance chapter
See "View Replenishment Attributes for an Item" in the Item Maintenance chapter
See "Edit a Shipping Schedule for a Warehouse by Store" in the Inventory Control chapter
Add a Store Grade Information
Add a Location Trait
Associate a Location Trait with an Organization Level
Associate an Organization Level with a Location Trait
Change Location Traits by Location List
Delete a Location Trait
Delete a Location Trait for an Organization Level
Delete an Organization Level from a Location Trait
Edit a Location Trait
View Location Traits
View Location Traits for an Organization Level
View Organization Levels Associated with a Location Trait
To view organization levels associated with a location trait:
Navigate: From the main menu, select Control > Traits > Location Traits > View. The Location Traits Maintenance window opens.
Select a location trait.
From the Options menu, select the organization level. The appropriate trait window opens.
Click OK to close the window.
To add a location trait:
Navigate: From the main menu, select Control > Traits > Location Traits > Edit. The Location Traits Maintenance window opens.
Click Add Trait. On the next available line, the Location Trait field is filled in automatically with a unique ID number.
In the Description field, enter a description for the trait.
In the organization hierarchy field, enter the ID of the member of the hierarchy level, or click the LOV button and select a member.
Click OK to save your changes and close the window.
To edit a location trait:
Navigate: From the main menu, select Control > Traits > Location Traits > Edit. The Location Traits Maintenance window opens.
Edit the Description field as necessary.
Click OK to save your changes and close the window.
To delete a location trait:
Navigate: From the main menu, select Control > Traits > Location Traits > Edit. The Location Traits Maintenance window opens.
Select the location trait.
Click Delete.
When prompted to delete the location trait, click Yes.
Click OK to save your changes and close the window.
The Area Maintenance window allows you to create, edit, view, or delete an area in the organizational hierarchy. Area is below Chain and above Region in the organizational hierarchy. Typically, an area is used to define a geographical grouping within the organization. An area can belong to only one chain within the organizational hierarchy.
You can associate location traits with an area. Location traits that are applied to an area are applied automatically to the regions, districts, and stores within the area. The following topics are included:
Create an Area
Maintain an Area
View Areas
To view location list criteria:
Navigate: From the main menu, select Control > Location List. The Location List Search window opens. Search for and retrieve a location list in View mode. The Location List Head window opens.
From the Options menu, select Criteria. The Location List Criteria window opens.
Click OK to close the window.
To view location traits:
Navigate: From the main menu, select Control > Traits > Location Traits > View. The Location Traits Maintenance window opens.
Click OK to close the window.
To view location traits for an organization level:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
In the Organization Hierarchy Main form window,
Select Area on the tree structure, and click Edit. The Area Maintenance window opens.
From the Options menu, select Location Traits.
The Traits Associated with Areas window opens.
In the Organization Hierarchy Main form window,
Select Region on the tree structure, and click Edit. The Maintenance Window opens.
From the Options menu, select Location Traits.
The Traits Associated with Regions window opens.
To view a location list:
Navigate: From the main menu, select Control > Location List. The Location List Search window opens. Search for and retrieve a location list in View mode. The Location List Head window opens.
To view locations associated with an item:
Navigate: From the main menu, select Items > Items. The Item Search window opens.
Search for and retrieve an item in View mode. The Item Maintenance window opens.
Click on the Locations option on the Options list. The Item Location window opens.
To view a subset of the locations:
In the Filter area, select a type of group in the Group Type field.
In the Group Value field, enter the ID of the specific group, or click the LOV button and select the group.
Click the filter button. The locations that match the location criteria appear.
Click the clear filter button to clear filtered criteria.
Click OK to close the window.
To view locations by a location list:
Navigate: From the main menu, select Control > Location List. The Location List Search window opens. Search for and retrieve a location list in View mode. The Location List Head window opens.
From the Options menu, select Locations. The Location List Detail Maintenance window opens.
Click OK to close the window.
To change location traits by location list:
Navigate: From the main menu, select Control > Location Lists. The Location List Search window opens. Search for and retrieve a location list in Use mode. The Location List Head window opens. From the Options menu, select Create Location Traits Change. The Location Traits Maintenance Window opens.
In the Action field on the first line of the table, select whether you want to add or delete the trait.
In the Location Trait field, enter the ID of the trait, or click the LOV button and select a trait.
To add another mass change request for the location list:
Click Add
In the Action field, select whether you want to add or delete the trait.
In the Location Trait field, enter the ID of the trait, or click the LOV button and select a trait.
To delete a mass change request from the location list:
Select the mass change request.
Click Delete.
Click OK to save your changes and close the window.
To delete a location trait for an organization level:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
To delete a location trait for a/n:
Area
Select Area on the tree structure, and click Edit. The Area Maintenance window opens.
Select an area.
From the Options menu, select Location Traits. The Traits Associated with Areas window opens.
Region
Select Region on the tree structure, and click Edit. The Region Maintenance window opens.
Select a region.
From the Options menu, select Location Traits. The Traits Associated with Regions window opens.
District
Select District on the tree structure, and click Edit. The District Maintenance window opens.
Select a district.
From the Options menu, select Location Traits. The Traits Associated with Districts opens.
Store
Select Store on the tree structure, and click Edit. The Store Maintenance window opens.
Select a store.
From the Options menu, select Location Traits. The Traits Associated with Store window opens.
Select a location trait.
Click Delete.
When prompted to delete the location trait, click Yes.
Click OK to save your changes and close the windows.
To delete an organization level from a location trait:
Navigate: From the main menu, select Control > Traits > Location Traits > Edit. The Location Traits Maintenance window opens.
|
Note: You can delete a trait only at the level of organizational hierarchy with which it was originally associated. |
Select a location trait.
From the Options menu, select the organization level. The appropriate trait window opens.
Click Delete.
When prompted to delete the area, click OK.
Click OK to save your changes and close the window.
The Location Exceptions window allows you to view and maintain the activity schedules for locations that are not closed on the dates that the company is closed. You indicate which locations are open and for which activities. For example, you can specify that a store is open for sales on that date, but it cannot receive shipments. Non-stockholding stores can remain open or closed for sales only. By their nature, they cannot ship or receive items. In a multi-channel environment, changes made to a physical warehouse are applied to the virtual warehouses within the physical warehouse.
When the Activity Schedule system parameter is selected, the replenishment feature uses the company close and exception schedule to dynamically calculate lead times for the items at a location. When an order cannot be delivered to a location because it is closed, the lead time is calculated by taking the minimum lead time and adding additional days to reach the next valid delivery day. In effect, the lead time is extended until the next delivery day for the location. Extending the lead time increases the number of units required to replenish the item. The following related topics are included:
See "Edit an Activity Schedule for the Company" in the Inventory Control chapter
See "View an Activity Schedule for the Company" in the Inventory Control chapter
The Location Traits Maintenance window allows you to add, edit, and view location traits. You can group areas, regions, districts, or stores by location traits. You can create reports based on location traits.
At the store level, location traits can be used as a grouping mechanism when you:
Record Attributes for a Store
Add Locations to a Location List
See "Edit Replenishment Attributes for an Item or Item List" in the Item Maintenance chapter
See "View Replenishment Attributes for an Item" in the Item Maintenance chapter
See "Edit a Shipping Schedule for a Warehouse by Store" in the Inventory Control chapter
Add a Store Grade Information
Add a Location Trait
Edit a Location Trait
View Location Traits
Delete a Location Trait
The Regions Associated with Trait window allows you to add, edit, and view regions associated with a trait. When you associate a region with a trait, the trait is applied automatically to the districts and stores within the region. You can also delete regions from the trait. A trait can be deleted only at the level of organizational hierarchy with which it was originally associated. The following related topics are included:
Associate an Organization Level with a Location Trait
Delete an Organization Level from a Location Trait
View Organization Levels Associated with a Location Trait
The Stores Associated with Trait window allows you to add, edit, and view stores associated with a trait. You can also delete stores from the trait. A trait can be deleted only at the level of organizational hierarchy with which it was originally associated. The following related topics are included:
Associate an Organization Level with a Location Trait
Delete an Organization Level from a Location Trait
View Organization Levels Associated with a Location Trait
The Traits Associated with Areas window allows you to add, edit, and view traits associated with an area. When you associate a trait with an area, the trait is applied automatically to the regions, districts, and stores within the area. You can delete traits from the area. A trait can be deleted only at the level of organizational hierarchy with which it was originally associated. The following related topics are included:
Associate a Location Trait with an Organization Level
Delete a Location Trait for an Organization Level
View Location Traits for an Organization Level
The Traits Associated with Region window allows you to add, edit, and view traits associated with a region. When you associate a trait with a region, the trait is applied automatically to the districts and stores within the region. You can also delete trait from the region. A trait can be deleted only at the level of organizational hierarchy with which it was originally associated. The following related topics are included:
Associate a Location Trait with an Organization Level
Delete a Location Trait for an Organization Level
View Location Traits for an Organization Level
The Traits Associated with Store window allows you to add, edit, and view traits associated with a store. You can also delete traits from the store. A trait can be deleted only at the level of organizational hierarchy with which it was originally associated. The following related topics are included:
Associate a Location Trait with an Organization Level
Delete a Location Trait for an Organization Level
View Location Traits for an Organization Level
The Areas Associated with Trait window allows you to add, edit, and view areas associated with a trait. When you associate an area with a trait, the trait is applied automatically to the regions, districts, and stores within the area. You can delete areas from the trait. A trait can be deleted only at the level of organizational hierarchy with which it was originally associated. The following related topics are included:
Associate an Organization Level with a Location Trait
Delete an Organization Level from a Location Trait
View Organization Levels Associated with a Location Trait
To associated an organization level with a location trait:
Navigate: From the main menu, select Control > Traits > Location Traits > Edit. The Location Traits Maintenance window opens.
Select a location trait.
From the Options menu, select the organization level. The appropriate trait window opens.
Click Add.
In the next available line, enter the ID of the organization level, or click the LOV button and select the area.
Click OK to save your changes and close the window.
To associate a location trait with an organization level:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
To associate a location trait with a/n:
Area
Select Area on the tree structure, and click Edit. The Area Maintenance window opens.
Select an area.
From the Options menu, select Location Traits. The Traits Associated with Areas window opens.
Region
Select Region on the tree structure, and click Edit. The Region Maintenance window opens.
Select a region.
From the Options menu, select Location Traits. The Traits Associated with Regions window opens.
District
Select District on the tree structure, and click Edit. The District Maintenance window opens.
Select a district.
From the Options menu, select Location Traits. The Traits Associated with Districts opens.
Store
Select Store on the tree structure, and click Edit. The Store Maintenance window opens.
Select a store.
From the Options menu, select Location Traits. The Traits Associated with Store window opens.
Click Add Trait.
In the next available line, enter the ID of the location trait, or click the LOV button and select the location trait.
Click OK to save your changes and close the window.
The location list feature allows you to create, copy, edit, view, and use a group of locations that are identified by one ID.
You can add locations to a list one by one, or you can enter criteria in order to group the locations. It becomes much simpler to apply changes to multiple locations when the locations are grouped on a location list. The following related topics are included:
Create a Location List
Add Locations to a Location List
Copy a Location List
Delete a Location List
Delete Locations from a Location List
Edit a Location List
Rebuild a Location List
Search for a Location List
Use a Location List
View a Location List
View Location List Criteria
View Locations by Location List
The Location List Head window allows you to create, edit, or view basic information about a location list. You can indicate whether the location list is static or dynamic. Dynamic lists can be rebuilt on demand. You can indicate whether a dynamic location list can also be rebuilt by a scheduled batch program. The ID of the user who created the location list and the date on which it was created appear. You can also view the number of locations that make up the location list. The following related topics are included:
Copy a Location List
Create a Location List
Delete a Location List
Edit a Location List
Use a Location List
View a Location List
Navigate: From the main menu, select Control > Location List. The Location List Search window appears.
In the Action field, select New.
Click OK. The Location List Head window opens. The ID of the location list is filled in automatically.
Enter the description in the List Number text area.
Enter Comments if any.
The Created By and Created Date is automatically generated.
Enter Area or select from the list.
Click OK to save changes and close the window.
Click OK+Repeat to add another location list information.
To edit a location list:
Navigate: From the main menu, select Control > Location List. The Location List Search window opens. Search for and retrieve a location list in Edit mode. The Location List Head window opens.
Edit the description, comments, and indicators as necessary.
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Note: Item list that were created with user security will only be visible to the user who created them. |
To edit the locations individually:
From the Options menu, select Locations. The Location List Detail Maintenance window opens.
To add a location, click Add. Enter the location information on the next available line.
To mark a location for deletion, select the location and click Delete.
Click OK to save your changes and close the window.
To edit locations by group:
From the Options menu, select Criteria. The Location List Criteria window opens.
To add criteria, select a record and click Insert. Enter the criteria on the next available line.
To delete criteria, select the record and click Delete. When prompted to delete the record, click Yes.
Click Test SQL to test the validity of the criteria. You are prompted if any errors occur.
Click OK to save your changes and close the window.
To use a location list:
Navigate: From the main menu, select Control > Location List. The Location List Search window pens. Search for and retrieve a location list in Use mode. The Location List Head window opens.
To change the cost zones, select Create Cost Zone Change from the Options menu. The Cost Zone - Mass Change window opens.
To change the locations traits, select Create Location Trait Change from the Options menu. The Location Traits - Mass Change window opens.
To change the store attributes, select Create Store Attribute Change from the Options menu. The Store Attribute - Mass Change window opens.
Click OK to save your changes and close the window.
To delete a location list:
Navigate: From the main menu, select Control > Location List. The Location List Search window opens. Search for and retrieve a location list in Edit mode. The Location List Head window opens.
Click Delete.
When prompted to delete the location list, click Yes. The location list is deleted and you are returned to the Location List Search window.
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Note: If User Security has been applied to this location list, only the user who created this list can delete it. |
Click Close to close the window.
To copy a location list:
Navigate: From the main menu, select Control > Location List. The Location List Search window opens. Search for and retrieve a location list in Create from Existing mode. The Location List Head window opens.
Edit the description, comments, and indicators as necessary.
Rebuild the location list.
To add location sto a location list:
Navigate: From the main menu, select Control > Location List. The Location List Search window opens. Search for and retrieve a location list in Edit mode. The Location List Head window opens.
To add locations individually:
From the Options menu, select Locations. The Location List Detail Maintenance window opens.
Click Add.
In the Location Type field, select either Store or Warehouse.
In the Location field, enter the ID of the location, or click the LOV button and select the location.
Click Rebuild to rebuild the location list.
Click OK to save your changes and close the window.
To add locations by group:
From the Options menu, select Criteria. The Location List Criteria window opens.
In the Location Type field, select either Store or Warehouse.
Click Insert.
Enter the criteria in the enabled fields as necessary.
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Note: If the Element is Cost Zone or Store Grade, you can specify which group (cost zone group or store grade group) the zone or grade is a member of. In the Related Value field, enter the ID of the group, or click the LOV button and select the group. |
Click Test SQL to test the validity of the criteria. You are prompted if any errors occur.
To view the SQL statement, select Results of Last SQL Test from the Options menu. The SQL Statement window opens. Click the comments button to view the entire statement. Click OK to close the SQL Statement window.
Click Build List to rebuild the location list.
Click OK to save your changes and close the window.
To delete locations from a location list:
Navigate: From the main menu, select Control > Location List. The Location List Search window opens. Search for and retrieve a location list in Edit mode. The Location List Head window opens.
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Note: If User Security is applied to this location list, only the creator may view this window to delete items from the list. |
To delete locations individually:
From the Options menu, select Locations. The Location List Detail Maintenance window opens.
Select a location and click Delete. The record is marked as Delete in the Add/Delete field.
Click Rebuild to rebuild the location list.
Click OK to save your changes and close the window.
To delete locations by group:
From the Options menu, select Criteria. The Location List Criteria window opens.
Select a criterion and click Delete.
When prompted to delete the record, click Yes.
Click Build List to rebuild the location list.
Click OK to save your changes and close the window.
The Location List Criteria window allows you to add, edit, and view the criteria by which locations are grouped on a location list. The criteria that you enter become the conditions of a Where clause in a SQL statement. You can test the criteria and view the SQL statement before they are applied to the location list. The following related topics are included:
Add Locations to a Location List
Delete Locations from a Location List
View Location List Criteria
The Location List Search Window allows you to enter criteria in order to search for location lists and to view the results. You can create, copy, edit, view, and use a location list. The Use function allows you to make mass changes to store attributes, location traits, and cost zones.
The default view for the Location List Search window opens when you open the window for the first time. You can also create a custom view. The following related topics are included:
Search for a Location List
The Location List Detail Maintenance window allows you to add, delete, and view the locations that make up a location list. The following related topics are included:
Add Locations to a Location List
Delete Locations from a Location List
View Locations by Location List
The Location Close window allows you to add, edit, and view dates on which a location is closed. You indicate that a group of locations or a single location is closed on a particular date. You can also specify what operations the locations can perform on that date. For example, you can specify that a store cannot perform sales on that date; that is, the store is closed for sales that day, but it can receive and ship shipments. When you view close dates for a group of locations, the locations are listed by date, and only the locations in the group with close dates are displayed. Non-stockholding stores can remain open or closed for sales only. By their nature, they cannot ship or receive items. In a multi-channel environment, changes made to a physical warehouse are applied to the virtual warehouses within the physical warehouse.
When the Use Location Activity Schedule system parameter is selected, the replenishment feature uses the location close schedule to dynamically calculate lead times for the items at the location. When a purchase order cannot be delivered to a location because it is closed, the lead time is calculated by taking the minimum lead time and adding additional days to reach the next valid delivery day. In effect, the lead time is extended until the next delivery day for the location. The following topics are related:
See "Edit an Activity Schedule for a Store" in the Inventory Control chapter
See "Edit an Activity Schedule for a Warehouse" in the Inventory Control chapter
See "Edit an Activity Schedule for Multiple Locations" in the Inventory Control chapter
See "View Additional Store/Day Summary Information" in the Oracle Retail Sales Audit User Guide
The Location Distribution window allows you to distribute items on a contract or purchase order by location.
If you do not enter a quantity of items before accessing the window, you distribute the items to the locations by quantity.
If you enter a quantity of items before accessing the window, you are given a choice between distributing the amount of items as a ratio or as a percentage. The following related topics are included:
See "Distribute Items on a Contract by Location" in the Contracts chapter
See "Distribute Items on a Purchase Order by Location" in the Purchasing chapter
The Location Traits - Mass Change window allows you to add location traits to or delete them from all the stores on a location list. You must search for and retrieve a location list in Use mode in order to perform this task. Although both stores and warehouses can be grouped on the same location list, the changes that you make to the location traits are applied only to the stores.
To change the location traits, you first select the action (Add or Delete) and then the trait to be acted upon. The following related topic is included:
Change Location Traits by Location List
The Cost Zone - Mass Change window allows you to:
Change the cost zone for all stores and warehouses on a location list.
You must search for and retrieve a location list in Use mode in order to perform a mass change to a cost zone.
The following related topic is included:
Use a Location List
The Rebuild Location List window allows you to rebuild a location list on demand. You cannot rebuild a location list that is defined as a static list. This window is available when you create, copy, edit, or use a location list. Also, whenever you select a location list in any window, you can choose to rebuild the list. The following related topic is included:
Rebuild a Location List
To rebuild a location list:
Navigate: From the main menu, select Control > Location List. The Location List Search window opens. Search for and retrieve a location list in Edit or Use mode. The Location List Head window opens.
From the Options menu, select Rebuild Location List. The Rebuild Location List window opens.
Select the Rebuild Location List check box.
Click OK to save your changes and close the window.
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Note: If an item list was set up with user security, only the creator is able to rebuild the list. |
To search for a location list:
Navigate: From the main menu, select Control > Location List. The Location List Search window opens.
In the Action field, select either View or Edit.
Enter additional criteria as desired to make the search more restrictive.
Click Search. The locations that match the search criteria appear.
Select a task:
To perform another search, click Refresh.
To display the location information, select a record and click OK. The Location List Head window opens.
Click Close to close the window.
The SQL Statement window allows you to view the SQL statement that is created after you test the criteria for a location list. The following related topics are included:
Add Locations to a Location List
Delete Locations from a Location List
The Store Attribute Mass Change window allows you to edit attributes for all the stores on a location list. You must search for and retrieve a location list in Use mode in order to perform this task. Although both stores and warehouses can be grouped on the same location list, the changes that you make to the attributes are applied to the stores only.
To edit an attribute, you must select the appropriate check box under the Update column and enter the new setting in the related field under the Change Value To column. You can leave the new value blank for the fields not required by stores. However, you must enter a value when you choose to edit the VAT Region, District, Language, Store Class, or Store Open Date fields.
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Note: If you select the Update check box for a non-required field and leave the new value blank, the field value is updated to blank. |
The following related topic is included:
Edit Attributes at Multiple Stores by Location List
The Traits Associated with Districts window allows you to add, edit, and view the location traits associated with a district. When you associate a trait with a district, the trait is applied automatically to the stores within the district. You can also delete traits from the district. A trait can be deleted only at the level of the organizational hierarchy with which it was originally associated. The following related topics are included:
Associate a Location Trait with an Organization Level
Delete a Location Trait for an Organization Level
View Location Traits for an Organization Level
The location attributes feature provides a way to record specific information about locations. An attribute may be associated with multiple locations. There are quick ways to make mass changes to attributes for locations:
Use a location list to change attributes for all stores on the location list.
Change attributes for all locations that are associated with an item.
Attributes are used to record specific information relating to various elements in RMS. In some cases, attributes affect how the element is handled throughout RMS. In other cases, the attributes feature is an easy way of tracking additional information. Using the reporting feature of RMS, you can create custom reports based on the attributes you record. The following related topics are included:
Edit Attributes at a Warehouse for Inventory Segregation
Edit Attributes at Multiple Stores by Location List
See "Edit Attributes for Multiple Locations by Item List" in the Item Maintenance chapter
Record Attributes for a Store
Record Attributes for a Warehouse
The Store Attributes window allows you to record and edit information specific to a selected store. The attributes may include warehouse, bank, accounting, location, and pharmacy information. The following related topics are included:
Record Attributes for a Store
See "View Additional Store/Day Summary Information" in the Oracle Retail Sales Audit User Guide
To record attributes for a store:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
Select Store on the tree structure.
Select a store on the table and click Edit. The Store Maintenance window opens.
From the Options menu, select Attributes. The Store Attributes window opens.
Enter or select the attributes that apply to the current store.
Click OK to save your changes and close the window.
To record attributes for a warehouse:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
Select Warehouse on the tree structure.
Select a warehouse on the table and click Edit. The Warehouse Maintenance window opens.
From the Options menu, select Attributes. The Warehouse Attributes window opens.
Enter or select the attributes that apply to the current warehouse.
Click OK to save your changes and close the window.
To edit attributes at a warehouse for inventory segregation:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
Select Warehouse on the tree structure. The warehouses appear in the table.
Select a warehouse and click Edit. The Warehouse Maintenance window opens.
In a single-channel environment:
From the Options menu, select Attributes.
In a multi-channel environment:
Select Virtual Warehouses from the Options menu. The Virtual Warehouse Maintenance window opens.
From the Options menu, select Warehouse/Inventory Attributes. The current attributes appear in the Warehouse/Inventory Attributes window.
Select or clear the check boxes next to the appropriate attributes.
In a multi-channel environment, enter the ID of the rounding sequence and warehouse links, or click the LOV buttons and select the rounding sequence and warehouse links as necessary.
In a multi-channel environment, enter the order in which inventory is sourced in the Source Order field as necessary.
Click OK to save your changes and close the window.
To edit attributes at multiple stores by location list:
Navigate: From the main menu, select Control > Location List. The Location List Search window opens. Search for and retrieve a location list in Use mode. The Location List Head window opens.
From the Options menu, select Create Store Attribute Change. The Store Attribute Mass Change window opens.
Select the check boxes in the Update column next to the fields that you want to change.
Select or enter the new values in the Change Value To column.
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Note: If you update the VAT Region, District, Language, Store Class, or Store Open Date fields, you must enter a new value. For the other fields, the new value can be left blank. |
Click OK to save your changes and close the window.
A location is either a store or a warehouse. The store is usually the physical retail outlet. The store is critical because it is the level at which business transactions are processed. These transactions include sales, receipts, adjustments, and cycle counts. A store can belong to only one district. You can create store formats to help store set up, and you can create store grades to group like stores. In a multi-channel environment, you must associate a channel with the store.
The warehouse is the physical storage, cross-dock, or distribution facility. A warehouse has all of the transaction capability of a store, except for sales and price changes. You can specify at which organizational level the warehouse is to be reported. In a multi-channel environment, you partition a physical warehouse into one or more virtual warehouses. Each virtual warehouse is associated with a channel. At least one of the virtual warehouses must be a replenishable location.
The following related topics are included:
Create a Store
Add an Address to a Location
Copy a Store
Add stores to a store grade
Add a Store Grade Information
Add a Department to a Store
Add a Store Format
Delete a Store from a Store Grade Group
Delete a Store Grade from a Store Grade Group
Delete a Store Format
Delete a Store Grade Group
Edit a Store Format
Maintain a Store
Maintain a Location's Address
View a Store
See "View Additional Store/Day Summary Information" in the Oracle Retail Sales Audit User Guide
View Store Formats
View Store Grade Information
To following related topics are included:
Create a Warehouse
Add an Address to a Location
Add a Virtual Warehouse to a Physical Warehouse
Edit Warehouse Assignments
Maintain a Warehouse
Maintain a Location's Address
Maintain Virtual Warehouses for a Physical Warehouse
Search for Stores Assigned to a Warehouse
See "View a Warehouse" in the Inventory Control chapter
See "View All Warehouse Assignments" in the Inventory Control chapter
See "View Virtual Warehouses for a Physical Warehouse" in the Inventory Control chapter
The Dynamic Hierarchy window allows you to customize the names of elements in the merchandise, organizational, and supplier hierarchies. The customized labels supersede the default labels throughout the system.
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Note: Although you can enter up to 30 characters for a client name, the full 30 characters may not be displayed on most forms. It is recommended that you do not exceed 15 characters for a client name. To display the remaining characters requires customization. |
The following related topics are included:
See "Edit Dynamic Hierarchies" in the System Administration chapter
View Dynamic Hierarchies
To view dynamic hierarchies:
Navigate: From the main menu, select Control > System > Dynamic Hierarchies > View. The customized names for elements in the system appear in the Dynamic Hierarchy window.
Click OK to close the window.
To add an organizational unit:
Navigate: From the main menu, select Control > Setup > Org Unit > Edit. The Organizational Unit window opens.
Click Add. The next line on the table enables.
In the Org Unit ID field, enter the ID of the organizational unit you are adding.
In the Org Unit Name field, enter the name of the organizational unit you are adding.
Click OK to save any changes and close the window.
To maintain an area:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
Select Area on the tree structure and click Edit. The Area Maintenance window opens.
To view areas:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
Select Area on the tree structure and click View. The Area Maintenance window opens.
Click OK to close the window.
To maintain a region:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
Select Region on the tree structure and click Edit. The Region Maintenance window opens.
The Chain Maintenance window allows you to create, edit, view, and delete a chain in the organizational hierarchy. A chain is below the company and above the area in the organizational hierarchy. You can use the chain level to define a variety of store formats, concepts, or geographical groupings. The following related topic is included:
Maintain a Chain
To maintain a chain:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
Select Chain on the tree structure and click Edit. The Chain Maintenance window opens.
The Company Maintenance window allows you to edit and view the name and address of the company. In both the organizational and merchandise hierarchy, the company is the highest level. There can be only one company. The following related topic is included:
Edit a Company
To edit a company:
Navigate: From the main menu, select Action > Organizational Hierarchy or Action > Merchandise Hierarchy.
Click Edit. The Company Maintenance window opens.
Enter the jurisdiction information. This further breaks down the tax rate if different than the transaction location.
Edit the enabled fields as necessary.
Click OK to save your changes and close the window.
To view a company:
Navigate: From the main menu, select Action > Organizational Hierarchy or Action > Merchandise Hierarchy.
Select Company on the tree structure and click View. The Company Maintenance window opens.
Click OK to close the window.
The Address window allows you to add, edit, or view multiple addresses and contact information for either stores, warehouses, suppliers, or partners. You can set up multiple address per address type. Each location or vendor that is added requires that a mandatory address is added. Once you have entered a mandatory address, you cannot delete it. However, you can edit the mandatory address to maintain the correct address. Address types are defined as mandatory and/or permanent in the database.
If your organization uses Oracle Financials 11.5.10 or later, you cannot create order or remittance addresses for suppliers in RMS. When you maintain an order or remittance addresses for a supplier, you can only update the contact information. Additional address information is stored in Oracle Financials. The following related topics are included:
Add an Address to a Location
Add an Address for a Vendor
Maintain a Location's Address
Maintain an Address for a Vendor
View a Store
See "View a Warehouse" in the Inventory Control chapter
To view an address for a vendor:
Navigate: Search for and retrieve a supplier site in Edit mode. The Supplier Maintenance window opens. (From the Main Menu, select Control > Supplier.)
or
Search for and retrieve a partner in View mode. The Partner Maintenance window opens. (From the main menu, select Control > Partner.)
From the Options menu, select Address. The Address window opens.
To view the organizational unit assigned to the address type for the supplier:
Click Org Unit. The Organizational Unit Address window opens.
Click OK to close the window.
Click OK to close the window.
To view invoice matching attributes for a supplier:
Navigate: From the Main Menu, select Control > Supplier > Maintenance. The Supplier Search window opens.
Search for and retrieve a supplier site in View mode. The Supplier Maintenance window opens.
From the Options menu, select Invoice Matching Attributes. The Invoice Matching Supplier Variables window opens.
Click OK to close the window.
To view a partner:
Navigate: From the main menu, select Control > Partner. The Partner Find window is displayed.
Search for and retrieve a partner in View mode. The Partner Maintenance window opens.
Click OK to close the window.
To view invoice matching attributes for a partner:
Navigate: From the Main Menu, select Control > Partner. The Partner Search window opens.
Search for and retrieve a Partner in View mode. The Partner Maintenance window opens.
Select Options > Invoicing Attributes. The Invoicing Attributes window opens.
Click OK to close the window.
To maintain an address for a vendor:
Navigate: Search for and retrieve a supplier in Edit mode. The Supplier Maintenance window opens or Search for and retrieve a partner in Edit mode. The Partner Maintenance window opens.
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Note: If your organization uses Oracle Financials, version 11.5.10 or later, you can only update the contact information in RMS for order and remittance addresses. Address information must be maintained in Oracle Financials, version 11.5.10 or later. |
From the Options menu, select Address. The Address window opens.
Select the address you want to update.
In the address area, enter the necessary address information.
Enter the jurisdiction information. This further breaks down the tax rate if different than the transaction location.
If the address is the primary address for an address type, select the Primary Address check box.
In the contact area, enter the necessary contact information.
Click OK to close the window.
Click Apply. The address is information is updated.
Click OK to close the window and save any changes.
To maintain a location's address:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
Select Store or Warehouse on the tree structure. The locations appear in the table.
Select a store or warehouse and click Edit. The Store Maintenance window or Warehouse Maintenance window opens.
Click Address. The Address window opens.
Select the address you want to maintain.
Edit the address and contact information.
Enter the jurisdiction information.
Click Apply.
Click OK to save any changes and close the window.
The District Maintenance window allows you to create, edit, view, and delete a district in the organizational hierarchy. A district is below the region and above the store in the organizational hierarchy. Typically, the district is used to define a geographical grouping within the organization. A district can belong to only one region within the organizational hierarchy.
You can associate location traits with a district. Location traits that are applied to a district are applied automatically to the stores within the district. The following related topics are included:
Create a District
Maintain a District
View Districts
The Districts Associated with Trait window allows you to add, edit, and view the districts associated with a location trait. When you associate a trait with a district, the trait is applied automatically to the stores within the district. You can also delete districts from the trait. A trait can be deleted only at the level of the organizational hierarchy with which it was originally associated. The following related topics are included:
Associate an Organization Level with a Location Trait
Delete an Organization Level from a Location Trait
View Organization Levels Associated with a Location Trait
To view districts:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
Select District on the tree structure and click View. The District Maintenance window opens.
Click OK to close the window.
To create a district:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
Select District on the tree structure and click New. The District Maintenance window opens.
Click Add.
On the next available line, enter a unique number in the District field.
In the Description field, enter the name for the district.
In the Currency field, enter the currency code, or click the LOV button and select the currency.
In the Manager field, enter the name of the manager who is responsible for the district.
In the Region field, enter the ID of the region associated with the district, or click the LOV button and select the region.
Click OK to save your changes and close the window.
To maintain a district:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
Select District on the tree structure and click Edit. The District Maintenance window opens.
The Exceptions window allows you to define exceptions to the delivery date of a supplier at a store or warehouse. You specify which items are not to be delivered to the location on a specific delivery day. The following related topics are included:
See "Add a Delivery Schedule at the Store or Warehouse Level" in the Replenishment chapter
See "Add a Delivery Schedule for a Supplier" in the Replenishment chapter
Edit a Delivery Schedule at the Store or Warehouse Level
Edit a Delivery Schedule for a Supplier
See "View a Delivery Schedule at the Store or Warehouse Level" in the Inventory Control chapter
View a Delivery Schedule for a Supplier
The merchandise hierarchy allows you to create the relationships that are necessary in order to support the product management structure of a company. You can assign a buyer and merchandiser at the division, group, and department levels of the merchandise hierarchy. You can also link a lower level to the next higher level. For example, you can indicate which group a department belongs to or which division a group belongs to.
The following default levels are used within RMS:
Company: The highest organizational and merchandise unit defined in RMS. Only one company can be defined.
Division: The highest category of merchandise within an organization. Typically, the division is used to signify the overall type of merchandise that a retailer offers, such as hardlines or apparel.
Group: The next level below division in the merchandise hierarchy of a company. A division can have multiple groups.
Department: The next level below group in the merchandise hierarchy of a company. A group can have multiple departments. Key information about how inventory is tracked and reported is stored at the department level.
Class: The next level below department in the merchandise hierarchy of a company. A department can have multiple classes. A class provides the means to group products within a department.
Subclass: The next level below class in the merchandise hierarchy of a company. A class can have multiple subclasses. A subclass provides the means to classify products within a department/class combination.
The following related topics are included:
Create a Class
Create a Department
Create a Division
Create a Group
Create a Subclass
Maintain a Class
Maintain a Department
Maintain a Division
Maintain a Group
Maintain a Subclass
View a Department
View Classes
View Divisions
View Groups
View Subclasses
The Class Maintenance window allows you to create, edit, view, and delete a class in the merchandise hierarchy. A class is below the department and above the subclass in the merchandise hierarchy.
A class can belong to only one department. A class further defines the type of merchandise sold in a department. For example, a department for Men's Shirts might have the classes Casual, Business, and Formal.
When VAT is enabled at the class level in RMS, you indicate whether the retail price should include the VAT or not. If you choose not to indicate that VAT is included at the class level, then you should indicate to include it at the POS.
Finally, you can associate user defined attributes with a class.
The following related topics are included:
Create a Class
Maintain a Class
View Classes
To view divisions:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select Division on the tree structure and click View. The Division Maintenance window opens.
Click OK close the window.
To create a division:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select Division on the tree structure and click New. The Division Maintenance window opens.
Click Add.
On the next available line, enter a unique number in the Division field.
In the Description field, enter the name for the division.
In the Buyer field, enter the ID of the buyer who is responsible for the division, or click the LOV button and select the buyer.
In the Merch field, enter the ID of the merchandiser who is responsible for the division, or click the LOV button and select the merchandiser.
In the Total Market Amount field, enter the amount of annual sales that the division is expected to generate.
Click OK to save your changes and close the window.
To maintain a division:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select Division on the tree structure and click Edit. The Division Maintenance window opens.
To view groups:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select Group on the tree structure and click View. The Group Maintenance window opens.
Click OK close the window.
The Group Maintenance window allows you to create, edit, view, and delete a group in the merchandise hierarchy. A group is below the division and above the department in the merchandise hierarchy. A group can belong to only one division.
These related topics are included:
Create a Group
Maintain a Group
View Groups
To create a group:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select Group on the tree structure and click New. The Group Maintenance window opens.
Click Add Group.
On the next available line, enter a unique number in the Group field.
In the Description field, enter the name for the group.
In the Division field, enter the ID of the division associated with the group, or click the LOV button and select the division.
In the Buyer field, enter the ID of the buyer who is responsible for the group, or click the LOV button and select the buyer.
In the Merch field, enter the ID of the merchandiser who is responsible for the group, or click the LOV button and select the merchandiser.
Click OK to save your changes and close the window.
To maintain a group:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select Group on the tree structure and click Edit. The Group Maintenance window opens.
To view classes:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select Class on the tree structure. The Department field opens.
Enter the ID of a department, or click the LOV button and select the department. The classes appear in the table.
Click View. The Class Maintenance window opens.
Click OK close the window.
To view subclasses:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select Subclass on the tree structure. The Department and Class fields appear.
In the Department field, enter the ID of a department, or click the LOV button and select the department.
In the Class field, enter the ID of a class, or click the LOV button and select the class. The subclasses appear in the table.
Click View. The Subclass Maintenance window opens.
Click OK to close the window.
To create a class:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select Class on the tree structure. The Department field opens.
Enter the ID of a department, or click the LOV button and select the department. The classes appear in the table.
Click New. The Class Maintenance window opens.
Click Add.
On the next available line, enter a unique number in the Class field.
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Note: You cannot enter an ID if your system is set up to automatically generate IDs. |
In the Description field, enter the name for the class.
If VAT at the class level is indicated in the RMS system settings, the Include VAT in Retail field appears. Select the check box to indicate that the retail price includes VAT.
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Note: If you choose not to select the check box, you should indicate that VAT should be applied to the retail price at the point of sale when setting up a store. |
Click OK to save your changes and close the window.
To maintain a class:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select Class on the tree structure. The Department field opens.
In the Department field, enter the ID of a department, or click the LOV button and select the department. The classes appear in the table.
Click Edit. The Class Maintenance window opens.
The Subclass Maintenance window allows you to create, edit, view, and delete a subclass in the merchandise hierarchy. A subclass is below a class in the merchandise hierarchy. A subclass can belong to only one class. A subclass further defines the type of merchandise sold in a department and class.
You can associate user defined attributes with a subclass.
These related topics are also included:
Create a Subclass
Maintain a Subclass
View Subclasses
To create a subclass:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select Subclass on the tree structure. The Department and Class fields appear.
In the Department field, enter the ID of a department, or click the LOV button and select the department.
In the Class field, enter the ID of a class, or click the LOV button and select the class. The subclasses appear in the table.
Click Edit. The Subclass Maintenance window opens.
Click Add.
On the next available line, enter a unique number in the Subclass field.
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Note: You cannot enter an ID if your system is set up to automatically generate IDs. |
In the Description field, enter the name for the subclass.
Click OK to save your changes and close the window.
To maintain a subclass:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select Subclass on the tree structure. The Department and Class fields appear.
In the Department field, enter the ID of a department, or click the LOV button and select the department.
In the Class field, enter the ID of a class, or click the LOV button and select the class. The subclasses appear in the table.
Click Edit. The Subclass Maintenance window opens.
To view a department:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select Department on the tree structure. The departments appear in the table.
Select a department and click View. The Department Maintenance window opens.
Click OK close the window.
The Department Maintenance window allows you to create, edit, view, and delete a department in the merchandise hierarchy. A department is below the group and above the class in the merchandise hierarchy. A department can belong to only one group. Key information about how inventory is tracked and reported is stored at this level. This information includes how profit, open to buy (OTB), markup, and purchases are calculated. You can associate multiple value added tax (VAT) regions to a department.
You can associate user defined attributes with a department. Also, you can define the square area of a department at multiple stores within the organization.
The following related topics are included:
Create a Department
Maintain a Department
View a Department
To create a department:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select Department on the tree structure and click New. The Department Maintenance window opens.
In the Department fields, enter a unique ID and description for the department.
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Note: You cannot enter an ID if your system is set up to automatically generate IDs. |
In the Group field, enter the ID of the group associated with the department, or click the LOV button and select the group.
Select the appropriate markup, profit, and open to buy (OTB) calculations.
In the Purchase Type area, indicate the type of merchandise sold in the department.
Normal: The items in the department are ordered, invoiced, and recorded in the stock ledger.
Consignment: The items in the department are ordered, invoiced, and recorded in the stock ledger. Accounts receivable and accounts payable are not recorded for this item type. The consignment rate is recorded at the item/supplier level.
Concession: The items in the department are ordered, invoiced, and recorded in the stock ledger. Accounts receivable and accounts payable are not recorded for this item type. The concession rate is recorded at the item/supplier level.
In the Buyer and Merchandiser fields, enter the ID of the buyer and merchandiser associated with the department, or click the LOV button and select a buyer and merchandiser.
In the Include VAT in Retail field, select the check box to indicate that all prices include VAT in the retail price for all classes in the department. Clear the check box to indicate that VAT is not included in the retail price at the class level, and is applied at the POS.
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Note: The Include VAT in Retail field is only available if the default tax type is set to SVAT or GTAX. |
Enter the appropriate percentage in either the Markup % of Cost or Markup % of Retail fields.
Enter optional information in the remaining fields as necessary.
To associate a VAT region with the department (if applicable):
From the Options menu, select VAT Maintenance. The VAT Department Maintenance window opens.
Click Add.
In the VAT Region field, enter the ID of the VAT region, or click the LOV button and select the VAT region.
In the VAT Type field, select the type of value added tax.
In the VAT Code field, enter the code for the VAT, or click the LOV button and select the VAT.
Click OK to save your changes and close the window.
To maintain a department:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select Department on the tree structure. The department details appear in the table.
Select a department and click Edit. The Department Maintenance window opens.
To edit a department:
Edit the enabled fields and options as necessary.
To edit the VAT regions associated with the department (if applicable):
From the main menu, select VAT Maintenance. The VAT Department Maintenance window opens.
To add a VAT region, click Add. Then enter or select the appropriate Region, Type, and Code.
To delete a VAT region, select a record and click Delete. When prompted to delete the record, click Yes.
Click OK to exit the VAT Department Maintenance window.
Click OK to save your changes and close the window.
The Division Maintenance window allows you to create, edit, view, and delete a division in the merchandise hierarchy. A division is below the company and above the group in the merchandise hierarchy. Typically, the division is used to signify the type of merchandise that your organization offers, such as hardlines or apparel.
These related topics are included:
Create a Division
Maintain a Division
View Divisions
To view LOV restrictions to a user group:
Navigate: From the main menu, select Control > System > Location/Product Security > Group Hierarchy Link > Edit. The Filter Level Group Hierarchy Maintenance window opens.
Enter the search criteria:
In the Group ID field, enter the group you want to search for.
In the Merchandise Level field, enter the level you want to search for. Enter a corresponding ID in the value field as necessary.
In the Organization Level field, enter the level you want to search for. Enter a corresponding ID in the value field as necessary.
Click the filter button to return the results that meet the criteria you entered.
Click OK to save any changes and close the window.
The Filter Level Group Hierarchy Maintenance window allows you to limit the number of values returned when a user clicks a list of values (LOV) button. You associate all users assigned to a group with the merchandise hierarchy and organizational hierarchy levels. If a group has no merchandise or organization hierarchy levels assigned, the users assigned to the group have access to values for all merchandise and organization hierarchy levels. If a user group is assigned to merchandise or organization hierarchy levels, users are only allowed to maintain values in the assigned hierarchy level. When you make changes to a user group, you must log out of RMS before the changes are applied.
These related topics are included:
See "Add LOV Restrictions to a User Group" in the System Administration chapter
See "Edit LOV Restrictions to a User Group" in the System Administration chapter
View LOV Restrictions to a User Group
The Copy window allows you to select the merchandise hierarchy from which you want to copy merchandise hierarchy defaults. This related topic is included:
Copy Merchandise Hierarchy Defaults
To view the merchandise hierarchy:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
On the tree structure, select the hierarchy level that you want to view. The members of the hierarchy level appear in the table.
If you select Class, enter an ID in the Department field, or click the LOV button and select the department.
If you select Subclass, enter an ID, or click the LOV button in both the Department and Class fields.
To look up a specific member of the hierarchy level:
Enter the ID of the member in the Filter field, or click the LOV button and select the member.
Click the filter button.
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Note: To clear the filter criterion, click the clear button. All the members of the selected hierarchy level are again displayed. |
Click Close to close the window.
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Note: You can easily view the members of the next lower level in the hierarchy. For example, if you double-click a department in the table, the classes in the department appear. If you double-click a class, the subclasses in the class appear. |
To view the pending merchandise hierarchy:
Navigate: From the main menu select Action > Pending Merchandise Hierarchy. The Pending Merchandise Hierarchy Search window opens.
Search for and retrieve a merchandise change in Edit mode.
Click OK to close the window.
To view a merchandiser:
Navigate: From the main menu, select Control > Merchandiser > View. The Merchandiser Maintenance window opens.
In the Merchandiser field, enter the merchandiser's ID, or click the LOV button and select the merchandiser.
Click OK close the window.
The Merchandise Hierarchy Default Maintenance window allows you to make some item details available and required. These item defaults are based on the department, class, and subclass in which the item resides. The defaults may include a variety of options, such as Harmonized Tariff Schedule (HTS), item attributes, and tickets. You can set up the defaults when creating a department, class, or subclass. For example, you can indicate that items in a selected department cannot be approved unless they have an HTS code. On the other hand, you can make the HTS option unavailable for items in the selected department.
When creating defaults at the department level, you can add information only for the classes and subclasses within that department. For example, if you enter department 1000 and make the default both available and required, every class and subclass within department 1000 inherits the same default settings. If you enter department 2000 and class 3000, every subclass within department 2000 and class 3000 inherits the same default settings.
These related topics are included:
Add Item Defaults
Maintain Item Defaults
View Item Defaults at the Class Level
The Merchandise Hierarchy Main Form window allows you to create, edit, and view a member of the selected level of the merchandise hierarchy. This related topic is included:
View the Merchandise Hierarchy
To maintain item defaults:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select the hierarchy level you want to add the item default to.
Department
Select Department on the tree structure. The departments appear in the table.
Select a department and click Edit. The Department Maintenance window opens.
Class
Select Class on the tree structure. The Department field opens.
In the Department field, enter the ID of a department, or click the LOV button and select the department. The classes appear in the table.
Click Edit. The Class Maintenance window opens.
Select a class.
Subclass
Select Subclass on the tree structure. The Department and Class fields appear.
In the Department field, enter the ID of a department, or click the LOV button and select the department.
In the Class field, enter the ID of a class, or click the LOV button and select the class. The subclasses appear in the table.
Click Edit. The Subclass Maintenance window opens.
Select a subclass.
Select Options > Merchandise Hierarchy Defaults. The Merchandise Hierarchy Default Maintenance window opens.
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens. Select the hierarchy level you want to add the item default to.
Select Department on the tree structure. The department details appear in the table.
Select a Department and click Edit. The Department Maintenance window opens.
Select Options > The Merchandise Hierarchy Defaults. The Maintenance Hierarchy Default Maintenance window opens. The current defaults appear.
Click OK close the window.
Select Class on the tree structure. The Department field opens.
In the Department field, enter the ID of a department, or select from the list.Click Edit. The Class Maintenance window opens. Select a Class.
Select Options > The Merchandise Hierarchy Default Maintenance window opens. The current defaults appear.
Click OK close the window.
Select Subclass on the tree structure. The Department and Class fields appear.
In the Department field, enter the ID of a department, or select from the list.
In the Class field, enter the ID of a class, or select from the list.
Click Edit. The Subclass Maintenance window opens. Select a Subclass.
Select Options > The Merchandise Hierarchy Default Maintenance window opens. The current defaults appear.
Click OK close the window.
The Department Up Charge window displays a department's from/to location combinations and associated up charges. Up Charges are incurred when transferring items within the department or within the from and the to locations.
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Note: This window will only be available if the RMS 'Estimated Landed Costs' indicator is set to 'Yes'. |
Each Up Charge has a:
Calculation Basis of either 'Value' or 'Specific.'
Cost Basis of either 'Weighted Average Cost' (when using Average Cost Method) or 'Unit Cost' (when using Standard Cost Method).
Component Rate of:
Monetary if Calculation Basis = 'Specific.'
Percentage if Calculation Basis = 'Value.'
Component Currency.
Up Charge Group, which is used to group Up Charge Components together to show a total sum on the Transfer Up Charge window.
To view more information on these topics, see also:
See "Add Up Charges to Items in a Department" in the Cost Management chapter
Maintain Up Charges for a Department
View Department Up Charge Components
To maintain up charges for a department:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens. Search for and retrieve a department in edit mode. The Department Maintenance window opens. From the Options menu, select Up Charges. The Department Up Charges window opens.
To edit locations:
Click Add Locations.
Select a value in the From Group Type field of the Apply block.
If available, enter a From Group value, or click the LOV button and select a value.
Select a value in the To Group Type field.
If available, enter a To Group value, or click the LOV button and select a value.
Click OK to save any changes and close the window.
To edit components:
Select the location to which you are adding a new up charge component.
Click Add Component.
Enter an up charge component in the Component field, or click the LOV button and select an up charge component.
Click Apply. The Component table is updated.
Click OK to save any changes and close the window.
To delete a location from an up charge:
In the location table, select the row containing the from/to location that you would like to delete from this department up charge.
Click Delete Locations. You will be prompted to confirm the deletion of all locations displayed in the apply block and their associated components.
Click Yes.
Click OK to save any changes and close the window.
To delete a component from an up charge:
In the component table, select the row containing the component that you would like to delete from the from/to location combination displayed in the apply block.
Click Delete Component. You will be prompted to confirm the deletion of the component from all locations displayed in the apply block.
Click Yes.
Click OK to save any changes and close the window.
To view item up charge components:
Navigate: From the Main menu, select Items> Items. The Item Search window opens.
Search for and retrieve an item in edit mode. The Item Maintenance window opens.
From the Options menu, select Item Up Charges. The Item Up Charges window opens.
Select a value in the From Group Type field of the Apply block.
If available, enter a From Group value, or click the LOV button and select a value.
Select a value in the To Group Type field.
If available, enter a To Group value, or click the LOV button and select a value.
Enter an up charge component in the Component field, or click the LOV button and select an up charge component.
Click Apply. The Location and Component tables are updated.
You may enter a specific from location ID and/or to location ID in the From Loc and/or To Loc filter fields. Only components for the from/to location will be displayed.
Click OK to close the window.
To view an up charge group:
Navigate: From the Main menu, select Inventory > Transfer. The Transfer Search Window opens.
Search for and retrieve a transfer in view mode. The Transfer Maintenance window opens.
From the Transfer Maintenance window, click Items. The Transfer Detail window opens.
From the Options menu, select Transfer Up Charges. The Transfer Up Charge window opens.
Click OK to close the window.
To view department up charge components:
Navigate: From the Main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Search for and retrieve a department in edit mode. The Department Maintenance window opens.
From the Options menu, select Up Charges. The Department Up Charges window opens.
Select a value in the From Group Type field of the Apply block.
If available, enter a From Group value, or click the LOV button and select a value.
Select a value in the To Group Type field.
If available, enter a To Group value, or click the LOV button and select a value.
Enter an up charge component in the Component field, or click the LOV button and select an up charge component.
Click Apply. The Location and Component tables are updated.
You may enter a specific from location ID and/or to location ID in the From Loc and/or To Loc filter fields. Only components for the from/to location will be displayed.
Click OK to close the window.
To maintian up charges for an item:
Navigate: From the main menu, select Items> Items. The Item Search window is displayed. Search for and retrieve an item in edit mode. The Item Maintenance window opens. From the Options menu, select Item Up Charges. The Item Up Charges window opens.
To edit locations:
Click Add Locations.
Select a value in the From Group Type field of the Apply block.
If available, enter a From Group value, or click the LOV button and select a value.
Select a value in the To Group Type field.
If available, enter a To Group value, or click the LOV button and select a value.
Click OK to save any changes and close the window.
To edit components:
Select the location to which you are adding a new up charge component.
Click Add Component.
Enter an up charge component in the Component field, or click the LOV button and select an up charge component.
Click Apply. The Component table is updated.
Click OK to save any changes and close the window.
The Merchandiser Maintenance Window allows you to create, edit, view, and delete a merchandiser. In addition to a name and ID, you can enter the merchandiser's telephone and fax numbers. After a merchandiser is entered, you can assign the merchandiser to a division, group, or department.
These related topics are included:
Create a Merchandiser
See "Maintain a Merchandiser" in the Oracle Retail Sales Audit User Guide
View a Merchandiser
The Pending Merchandise Hierarchy window allows you to maintain movements within the merchandise hierarchy. Movements within the merchandise hierarchy will lead to the eventual reclassification of the items within the reclassified level. When an item is reclassified, sales history, purchase orders, inventory, and planning information is reclassified as well.
Only Level 1 items can be reclassified. Any prepacks, Level 2, or Level 3 items associated with the Level 1 item are also reclassified.
See the following related topics for more information:
See "Edit the Pending Merchandise Hierarchy" in the Item Maintenance chapter
View the Pending Merchandise Hierarchy
The Pending Merchandise Hierarchy Search window allows you to search for merchandise levels that are in process of being changed within the merchandise hierarchy. For more information:
See "Search for a Pending Merchandise Hierarchy Change" in the Item Maintenance chapter
A wide variety of options can be made available regarding items. You can indicate which options are made available and, of those that are available, which are required. Some examples include: diffs, expenses, locations, seasons, and tax codes.
You can set which the default options by department, class, or subclass. If you set a default at the department level, it also becomes the default for all classes and subclasses within the department. Likewise, if you set a default at the class level, it becomes the default for all subclasses with the class.
The required defaults are enforced when you attempt to approve an item in RMS. If have not provided the required details, the system displays a message. At that time, you can either enter the required details or override the requirement.
See the following related topics for more information:
Add Item Defaults
Copy Merchandise Hierarchy Defaults
Maintain Item Defaults
View Item Defaults at the Class Level
To add item defaults:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select the hierarchy level you want to add the item default to.
Department
Select Department on the tree structure. The departments appear in the table.
Select a department and click Edit. The Department Maintenance window opens.
Class
Select Class on the tree structure. The Department field opens.
In the Department field, enter the ID of a department, or click the LOV button and select the department. The classes appear in the table.
Click Edit. The Class Maintenance window opens.
Select a class.
Subclass
Select Subclass on the tree structure. The Department and Class fields appear.
In the Department field, enter the ID of a department, or click the LOV button and select the department.
In the Class field, enter the ID of a class, or click the LOV button and select the class. The subclasses appear in the table.
Click Edit. The Subclass Maintenance window opens.
Select a subclass.
Select Options > Merchandise Hierarchy Defaults. The Merchandise Hierarchy Default Maintenance window opens.
Click Add. The fields in the Apply area are enabled.
In the Info field, enter the code for the default, or click the LOV button and select the default.
In the Subclass field, enter the ID of the subclass as necessary, or click the LOV button and select the subclass.
To make the default available to items in the selected merchandise levels, select the Available check box.
To make the default required for items in the selected merchandise levels, select the Required check box.
Click Apply. The default is added to the table.
Click OK to save your changes and close the window.
To copy merchandise hierarchy defaults:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select Subclass on the tree structure. The Department and Class fields appear.
In the Department field, enter the ID of a department, or click the LOV button and select the department.
In the Class field, enter the ID of a class, or click the LOV button and select the class. The subclasses appear in the table.
Click Edit. The Subclass Maintenance window opens.
Select a subclass. From the Options menu, select Merchandise Hierarchy Defaults. The Merchandise Hierarchy Default Maintenance window opens.
Click Copy All. The Copy window opens.
In the merchandise hierarchy fields, enter the IDs of each merchandise level, or click the LOV button and select the merchandise levels.
Click OK to exit the Copy window.
When prompted to override any existing defaults, click Yes. The defaults are copied to the Merchandise Hierarchy Default Maintenance window.
Edit the defaults as necessary.
Click OK to save your changes and close the window.
The merchandiser function allow you to create, edit, view, and delete merchandisers. You can record the name, phone number, and fax number for each merchandiser.
Merchandisers are responsible for the selection of brands, products, sizes, and prices for consumer appeal and the point - of - sale.
Because there can be many buyers and merchandisers at the division or group level, you may prefer to record the GMM (general merchandise manager) or DMM (division merchandise manager) at these levels.
See the following related topics for more information:
Create a Merchandiser
See "Maintain a Merchandiser" in the Oracle Retail Sales Audit User Guide
View a Merchandiser
To create a merchandiser:
Navigate: From the main menu, select Control > Merchandiser > New. The Merchandiser Maintenance window opens.
In the Merchandiser field, the ID is filled in automatically. Enter the merchandiser's name in the field to the right of the ID.
In the Merchandiser Phone field, enter the merchandiser's telephone number.
In the Merchandiser Fax field, enter the merchandiser's fax number.
Click OK to save your changes and close the window.
To delete a store from a department:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select Department on the tree structure. The departments appear in the table.
Select a department and click Edit. The Department Maintenance window opens.
From the Options menu, select Store/Department Area. The Store Department Square Footage Area window opens.
Select a store and click Delete.
When prompted to delete the record, click Yes.
Click OK to save your changes and close the window.
The Transit Times window allows you to create, edit, view, and delete transit times records for items at the subclass, class, or department level. You can set item transit times from suppliers, stores, warehouses, or location lists to stores, warehouses, or location lists. See the following related topics for more information:
Add Transit Times
See "Maintain Transit Times" in the User Tools chapter
To add transit times:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select the hierarchy level you want to add the transit time to.
Department
Select Department on the tree structure. The departments appear in the table.
Select a department and click Edit. The Department Maintenance window opens.
Class
Select Class on the tree structure. The Department field opens.
In the Department field, enter the ID of a department, or click the LOV button and select the department. The classes appear in the table.
Click Edit. The Class Maintenance window opens.
Select a class.
Subclass
Select Subclass on the tree structure. The Department and Class fields appear.
In the Department field, enter the ID of a department, or click the LOV button and select the department.
In the Class field, enter the ID of a class, or click the LOV button and select the class. The subclasses appear in the table.
Click Edit. The Subclass Maintenance window opens.
Select a subclass.
Select Options > Transit Times. The Transit Times window opens.
In the Point of Origin drop down, select the type of location.
In the Point of Origin field, enter the ID of the location, or click the LOV and select the specific origin location.
In the Point of Destination drop down, select the type of location.
In the Point of Destination field, enter the ID of the location, or click the LOV and select the specific destination location.
Enter the number of days required for transit in the Transit Time in Days field.
Click Apply. The record is added to the table.
Click OK to save your changes and close the window.
To view VAT codes:
Navigate: From the main menu, select Control > Setup > VAT Codes Maintenance > View. The VAT Code Maintenance window opens.
To view tax rates for a VAT code:
Select a VAT code and click Rates. The Rates Maintenance window opens. Any existing tax rates appear in the Rates Maintenance window.
Click OK to exit the Rates Maintenance window.
Click OK to close the window.
To view VAT codes for department:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select Department on the tree structure. The departments appear on the table.
Select a department and click View. The Department Maintenance window opens.
From the Options menu, select VAT Maintenance. The VAT Department Maintenance window opens.
Click OK to close the window.
To view VAT codes for an item:
Navigate: From the main menu, select Items > Items. The Item Search window opens. Search for and retrieve an item in View mode. The Item Maintenance window opens.
Click on the VAT Maintenance option. The VAT Item Maintenance window opens.
In the VAT Region field, enter the ID of the VAT region, or click the LOV button and select the VAT region. Any existing VAT codes appear.
Click OK to close the window.
To view VAT regions:
Navigate: From the main menu, select Control > Setup > VAT Region Maintenance > View. The VAT Region Maintenance window opens.
Click OK to close the window.
VAT functionality is optional in RMS. In several countries, value added taxes (VAT) must be considered when determining the retail price of the items. VAT amounts appear in several modules of the system, such as purchase orders, contracts, stock ledger, and invoice matching.
Prior to using the VAT functionality, you must set up a list of VAT regions and VAT codes. For each VAT code, you enter the tax rate to be used in monetary calculations. The following types of VAT regions may be set up:
Base EU Region: The VAT region encompasses the entire European Union. Only one VAT region can be designated as the Base EU Region.
EU Member: The VAT region is located within the European Union.
Non-Member: The VAT region is not located within the European Union.
As you add departments to the system, you must associate one or more VAT regions with the department. Each VAT region must have one or more VAT codes. VAT codes entered at the department level become the default VAT codes for items within the department. You can edit the default VAT codes at the item level.
VAT rates are identified by VAT code. When VAT codes are associated with a VAT region, they are assigned a VAT type. The VAT type indicates where the tax rate is included when determining the price. The VAT type can be included in the:
Cost: The tax rate is applied to cost of the items.
Retail Price: The tax rate is applied to retail price of the items.
Both: The tax rate is applied to the cost and the retail price of the items.
Value added taxes are reflected in the stock ledger when the retail method of accounting is used and the system is set up to include VAT in retail calculations.
As you add stores and warehouses to the system, you must associate a VAT region with each location.
If you indicate that class level VAT will be used, you can indicate by class whether retail prices should be displayed in RMS including or excluding the retail price. For maintenance purposes, you can set the inclusion or exclusion to default to the class level by department.
See related topics for more information:
Edit VAT Codes
Edit VAT Codes for a Department
Edit VAT Codes for an Item
Edit VAT Regions
View VAT Codes
View VAT Codes for a Department
View VAT Codes for an Item
View VAT Regions
To edit VAT codes:
Navigate: From the main menu, select Control > Setup > VAT Code Maintenance > Edit. The VAT Code Maintenance window opens.
Edit the descriptions as necessary.
To view classes:
Click Add. The next available line is enabled.
In the VAT code field, enter a code for the VAT.
In the VAT Code Description field, enter a description for the VAT code.
Click OK to save your changes and close the window.
To edit tax rates for VAT code:
Select a VAT code and click Rates. Any existing tax rates appear in the Rates Maintenance window.
To add a tax rate, click Add.
In the Rate (%) field, enter the tax rate.
In the Active Date field, enter the date on which the tax rate becomes effective, or click the calendar button and select the date.
To delete a tax rate, select the tax rate and click Delete.
When prompted to delete the record, click Yes.
Click OK to save your changes and close the windows.
To edit VAT codes for a department:
Navigate: From the main menu, select Action > Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select Department on the tree structure. The departments appear on the table.
Select a department and click Edit. The Department Maintenance window opens.
From the Options menu, select VAT Maintenance. The VAT Department Maintenance window opens.
Edit the VAT codes as necessary.
To add a VAT region for a department:
Click Add. The next available line is enabled.
In the VAT Region field, enter the ID of a VAT region, or click the LOV button and select the VAT region.
In the VAT Type field, select the type of calculations in which VAT amounts should be included.
In the VAT Code field, enter the code for the VAT, or click the LOV button and select the VAT code.
Click OK to save your changes and close the window.
To edit VAT codes for an item:
Navigate: From the main menu, select Items > Items. The Item Search window opens. Search for and retrieve an item in Edit mode. The Item Maintenance window opens.
Click on the VAT Maintenance option. The VAT Item Maintenance window opens.
In the VAT Region field, enter the ID of the VAT region, or click the LOV button and select the VAT region. Any existing VAT codes appear.
To add a VAT code for an item:
Click Add VAT Code. The next available line is enabled.
In the VAT Code field, enter the code for the VAT, or click the LOV button and select the VAT code.
In the VAT Type field, select the type of calculations in which VAT amounts should be included.
In the Active Date field, enter the date on which the VAT code becomes effective, or click the calendar button and select the date.
Select the Reverse VAT check box if reverse charge VAT is applicable for the item.
Click OK to save your changes and close the window.
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Note: Depending on the options selected during setup, you may or may not be required to enter rates when creating VAT codes. |
To delete a VAT code for an item:
Select a VAT code and click Delete.
When prompted to delete the record, click Yes.
Click OK to save your changes and close the window.
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Note: When editing VAT codes for an item above the transaction level, you are prompted to update the VAT codes for the subordinate items down to the transaction level. Click Yes or No as applicable. |
To edit VAT codes for multiple items:
Navigate: From the main menu, select Items > Item List. The Item List Search window opens. Search for and retrieve an item list in Use mode. The Item List Header window opens.
From the Options menu, select Create Mass Item Change > VAT Rates. The Item VAT Rate - Mass Change window opens.
In the VAT Region field, enter the ID of the VAT region, or click the LOV button and select the VAT region.
In the VAT Type field, select the type of calculations in which VAT amounts should be included.
In the VAT Code field, enter the code for the VAT, or click the LOV button and select the VAT code.
In the Active Date field, enter the date on which the VAT code becomes effective, or click the calendar button and select the date.
Click OK to save your changes and close the window.
To edit VAT regions:
Navigate: From the main menu, select Control > Setup > VAT Region Maintenance > Edit. Any existing VAT regions appear in the VAT Region Maintenance window.
Edit the descriptions and type as necessary.
To add a VAT region:
Click Add. The next available line is enabled.
In the VAT Region field, enter a unique ID.
In the VAT Region Description field, enter a description for the VAT region.
In the VAT Region Type field, select the type of VAT region.
Select the Acquisition VAT check box.
In the Reverse VAT Threshold field, enter the amount.
Click OK to save your changes and close the window.
To view user defined attributes:
Navigate: From the main menu, select Items> User Defined Attributes> View. The UDA window opens.
Click OK to close the window.
To view user defined attributes by item:
Navigate: From the main menu, select Items > Items. The Item Search window opens.
Search for and retrieve a item in View mode. The Item Maintenance window opens.
Click on the User Defined Attributes option. The Item UDA List window opens.
Click OK to close the window.
The User Defined Attributes (UDA) feature provides a method for defining attributes and associating the attributes with specific items, items on an item list, or items in a specific department, class, or subclass. UDAs are useful for informational and reporting purposes. Unlike traits or indicators, UDAs are not interfaced with external systems.
UDAs can be displayed in three different types: free form text; date; or list of values. These types can be displayed in alphanumeric, number, or date format.
To use UDAs effectively, you must first add the UDAs to the system. You can then add UDAs to a department, class, subclass, item, or item list. Alternatively, you can add departments, classes, subclasses, or items to a UDA.
See the following related topics for more information:
Add a Merchandise Level to a User Defined Attribute
Add a User Defined Attribute to a Merchandise Level
Delete a Merchandise Level from a User Defined Attribute
Delete a User Defined Attribute from a Merchandise Level
View User Defined Attributes by Merchandise Level
To add a user defined attribute:
Navigate: From the main menu, select Items > User Defined Attributes > Edit. The UDA window opens.
Click Add UDA. The UDA ID is filled in automatically.
In the UDA Description field, enter the description of the user defined attribute.
In the Dialog field, select the type of dialog in which you want the attribute to appear.
In the Display Type field, select the type of UDA.
In the Data Type field, select the type of data that is permitted. This field is enabled when you select List of Values in the Display Type field.
In the Data Length field, enter the maximum number of characters that is permitted. This field is disabled when you select Date in the Data Type field.
In the merchandise hierarchy fields, enter the ID of the member of each hierarchy level, or click the LOV button and select a member.
If you want to limit the field to a single value, select the Single Value? check box.
To add a value to a list of values type of UDA:
Click Add Value. The ID is filled in automatically.
Enter the description of the UDA value.
Click OK to save any changes and close the window.
To add a merchandise level to a user defined attribute:
Navigate: From the main menu, select Items> User Defined Attributes> Edit. The UDA window open.
To add a department to a user defined attribute:
Select a user defined attribute.
From the Options menu, select Department. The UDA Default Matrix window opens.
Click Add Default. The fields in the Apply area are cleared.
In the Department field, enter the ID of the department, or click the LOV button and select the department.
If the UDA is a list of values, enter the ID of the default value in the Default Value field, or click the LOV button and select the value. This step is optional.
If the UDA is a required field, select the UDA Required? check box.
Click Apply. The department and value information are added to the table.
Click OK to save your changes and close the window.
To add a class to a user defined attribute:
Select a user defined attribute.
From the Options menu, select Class. The UDA Default Matrix window opens.
Click Add Default. The fields in the Apply area are cleared.
In the Department field, enter the ID of the department, or click the LOV button and select the department.
In the Class field, enter the ID of the class, or click the LOV button and select the class.
If the UDA is a list of values, enter the ID of the default value in the Default Value field, or click the LOV button and select the value. This step is optional.
If the UDA is a required field, select the UDA Required? check box.
Click Apply. The class and value information are added to the table.
Click OK to save your changes and close the window.
To add a subclass to a user defined attribute:
Select a user defined attribute.
From the Options menu, select Subclass. The UDA Default Matrix window opens.
Click Add Default. The fields in the Apply area are cleared.
In the Department field, enter the ID of the department, or click the LOV button and select the department.
In the Class field, enter the ID of the class, or click the LOV button and select the class.
In the Subclass field, enter the ID of the subclass, or click the LOV button and select the subclass.
If the UDA is a list of values, enter the ID of the default value in the Default Value field, or click the LOV button and select the value. This step is optional.
If the UDA is a required field, select the UDA Required? check box.
Click Apply. The subclass and value information are added to the table.
Click OK to save your changes and close the window.
To add a user defined attribute to a merchandise level:
Navigate: From the main menu, select Action> Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
To add a user defined attribute to a department:
Select Department on the tree structure. The departments appear on the table.
Select a department and click Edit. The Department Maintenance window opens.
From the Options menu, select User Defined Attributes. The User Defined Attribute/Item Default List window opens
Click Add UDA. The fields in the Apply area are cleared.
In the UDA field, enter the ID of the UDA, or click the LOV button and select the UDA.
If the UDA is a list of values, enter the ID of the default value, or click the LOV button and select the default value. This step is optional.
To indicate that the UDA is required for all items in the department, select the UDA Required? check box.
Click Apply. The UDA is added to the table.
Click OK to save your changes and close the window.
To add a user defined attribute to a class:
Select Class on the tree structure.
In the Department field, enter the ID of the department, or click the LOV button and select the department.
Click Edit. The Class Maintenance window opens.
Select a class.
From the Options menu, select User Defined Attributes. The User Defined Attribute/Item Default List window opens.
Click Add UDA. The fields in the Apply area are cleared.
In the UDA field, enter the ID of the UDA, or click the LOV button and select the UDA.
If the UDA is a list of values, enter the ID of the default value, or click the LOV button and select the default value. This step is optional.
To indicate that the UDA is required for all items in the class, select the UDA Required? check box.
Click Apply. The UDA is added to the table.
Click OK to save your changes and close the window.
To add a user defined attribute to a subclass:
Select Subclass on the tree structure.
In the Department field, enter the ID of the department, or click the LOV button and select the department.
In the Class field, enter the ID of the class, or click the LOV button and select the class.
Click Edit. The Subclass Maintenance window opens.
Select a subclass.
From the Options menu, select User Defined Attributes. The User Defined Attribute/Item Default List window opens.
Click Add UDA. The fields in the Apply area are cleared.
In the UDA field, enter the ID of the UDA, or click the LOV button and select the UDA.
If the UDA is a list of values, enter the ID of the default value, or click the LOV button and select the default value. This step is optional.
To indicate that the UDA is required for all items in the subclass, select the UDA Required? check box.
Click Apply. The UDA is added to the table.
Click OK to save your changes and close the window.
To add a user defined attribute to an item:
Navigate: From the main menu, select Items > Items. The Item Search window opens. Search for and retrieve an item in Edit mode. The Item Maintenance window opens.
Click on the User Defined Attributes option. The Item UDA List window opens.
To add a list of value type of a UDA:
Click Add Values.
In the User Defined Attributes field, enter the ID of the UDA, or click the LOV button and select the UDA.
In the UDA Value field, enter the ID of the value, or click the LOV button and select the value.
Click OK to save your changes and close the window.
To add a date type of UDA:
Click Add Dates.
In the User Defined Attributes field, enter the ID of the UDA, or click the LOV button and select the UDA.
In the UDA Date field, enter the date, or click the calendar button and select the date.
Click OK to save your changes and close the window.
To add a free form text type of UDA:
Click Add Text.
In the User Defined Attributes field, enter the ID of the UDA, or click the LOV button and select the UDA.
In the UDA Text field, enter the text, or click the comments button and enter the text.
Click OK to save your changes and close the window.
Navigate: From the main menu, select Items> User Defined Attributes> View. The UDA window opens.
Select a user defined attribute.
From the Options menu, select Item. The Item UDA Matrix window opens.
Click OK to close the window.
Navigate: From the main menu, select Action> Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
Select Department on the tree structure. The departments appear on the table.
Select a department and click View. The Department Maintenance window opens.
From the Options menu, select User Defined Attributes. The User Defined Attribute/Item Default List window opens.
Click OK to close the window.
Select Class on the tree structure.
In the Department field, enter the ID of the department, or click the LOV button and select the department.
Click Navigate. The Class Maintenance window opens.
Select a class.
From the Options menu, select User Defined Attributes. The User Defined Attribute/Item Default List window opens.
Click OK to close the window.
To view a user defined attribute by subclass:
Select Subclass on the tree structure.
In the Department field, enter the ID of the department, or click the LOV button and select the department.
In the Class field, enter the ID of the class, or click the LOV button and select the class.
Click View. The Subclass Maintenance window opens.
Select a subclass.
From the Options menu, select User Defined Attributes. The User Defined Attribute/Item Default List window opens.
Click OK to close the window.
To view merchandise levels by user defined attribute:
Navigate: From the main menu, select Items> User Defined Attributes> View. The UDA window opens.
To view a department by user defined attribute:
Select a user defined attribute.
From the Options menu, select Department. The UDA Default Matrix window opens.
Click OK to close the window.
To add an item to a user defined attribute:
Navigate: From the main menu, select Items> User Defined Attributes> Edit. The UDA window opens.
Select a user defined attribute.
From the Options menu, select Item. The Item UDA Matrix window opens.
Click Add. The next available line becomes enabled.
In the Item field, enter the ID of the item, or click the LOV button and select the item.
Enter the applicable information:
In the UDA Value field, enter the ID of the default value, or click the LOV button and select the value.
In the Date field, enter the default date, or click the calendar button and select the date.
In the Comments field, enter the default text, or click the comments button and enter the text.
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Note: The field that opens depends on the type of user defined attribute. |
Click OK to save your changes and close the window.
To delete a merchandise level from a user defined attribute:
Navigate: From the main menu, select Items> User Defined Attributes> Edit. The UDA window opens.
To delete a department from a user defined attribute:
Select the user defined attribute.
From the Options menu, select Department. The UDA Default Matrix window opens.
Select the department and click Delete.
When prompted to delete the record, click Yes.
Click OK to save your changes and close the window.
To delete a class from a user defined attribute:
Select the user defined attribute.
From the Options menu, select Class. The UDA Default Matrix window opens.
Select the class and click Delete.
When prompted to delete the record, click Yes.
Click OK to save your changes and close the window.
To delete a subclass from a user defined attribute:
Select the user defined attribute.
From the Options menu, select Subclass. The UDA Default Matrix window opens.
Select the subclass and click Delete.
When prompted to delete the record, click Yes.
Click OK to save your changes and close the window.
To view cost components for a non-merchandise code:
Navigate: From the main menu, select Control > Setup > Non-Merchandise Codes > View. The Non-Merchandise Codes Maintenance window opens.
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Note: This window is only available when you are using Oracle Retail Trade Management (RTM) with RMS. If simplified RTM is used, the functionality may differ. |
Select a non-merchandise code in the table.
Click Cost Comp. The Non-Merchandise Cost Components window opens.
Click OK to close the window.
To delete a non-merchandise code:
Navigate: From the main menu, select Control > Setup > Non-Merchandise Codes > Edit. The Non-Merchandise Codes Maintenance window opens.
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Note: You cannot delete the following non-merchandise codes: Escheatment, Tax, and Freight. |
Select a non-merchandise code.
Click Delete. You are prompted to delete the code.
Click Yes.
Click OK to close the window and save your changes.
To delete a user defined attribute from a merchandise level:
Navigate: From the main menu, select Action> Merchandise Hierarchy. The Merchandise Hierarchy Main Form window opens.
To delete a user defined attribute from a department:
Select Department on the tree structure. The departments appear on the table.
Select a department and click Edit. The Department Maintenance window opens.
From the Options menu, select User Defined Attributes. The User Defined Attribute/Item Default List window opens.
Select a UDA and click Delete.
When prompted to delete the record, click Yes.
Click OK to exit the User Defined Attribute/Item List window.
To delete a user defined attribute from a class:
Select Class on the tree structure.
In the Department field, enter the ID of the department, or click the LOV button and select the department.
Click Edit. The Class Maintenance window opens.
Select a class.
From the Options menu, select User Defined Attributes. The User Defined Attribute/Item Default List window opens.
Select a UDA and click Delete.
When prompted to delete the record, click Yes.
Click OK to exit the User Defined Attribute/Item List window.
To delete a user defined attribute from a subclass:
Select Subclass on the tree structure.
In the Department field, enter the ID of the department, or click the LOV button and select the department.
In the Class field, enter the ID of the class, or click the LOV button and select the class.
Click Edit. The Subclass Maintenance window opens.
Select a subclass.
From the Options menu, select User Defined Attributes. The User Defined Attribute/Item Default List window opens.
Select a UDA and click Delete.
When prompted to delete the record, click Yes.
Click OK to save your changes and close the window.
To delete a user defined attribute from an item:
Navigate: From the main menu, select Items > Items. The Item Search window opens. Search for and retrieve an item in Edit mode. The Item Maintenance window opens.
Click on the User Defined Attributes option. The Item UDA List window opens.
To delete a list of value type of UDA:
Select the UDA in the List of Values table and click Delete Value.
When prompted to delete the record, click Yes.
Click OK to save your changes and close the window.
To delete a item from a user defined attribute:
Navigate: From the main menu, select Items> User Defined Attributes > Edit. The UDA window opens.
Select the user defined attribute.
From the Options menu, select Item. The Item UDA Matrix window opens.
Select the item and click Delete.
When prompted to delete the record, click Yes.
Click OK to save your changes and close the window.
The Item List Header window allows you to create, edit, and view basic information about an item list. You can indicate whether the item list is static or dynamic and whether it is a tax product group type of item list. The ID of the user who created the item list and the date on which it was created appear. You can also view the number of items that make up the item list. See these related topics for more information:
Copy an Item List
Create an Item List
Delete an Item List
Maintain Item Lists
Use an Item List
View an Item List
Item lists are set up by selecting items either individually or by a group characteristic. At any time you may add items to or delete items from an item list. Item lists may also be linked with Location Lists using the Scheduled Item Maintenance window.
You can add items to a list one by one, or you can enter criteria in order to group the items. It becomes much simpler to apply changes to multiple items when the items are grouped on an item list.
The item list feature allows you to create, copy, edit, view, and use a group of items that are identified by one ID. See these related topics for more information:
Create an Item List
Add an Item List/Location List Link
Add Items to an Item List
Copy an Item List
Delete an Item List
Delete an Item List/Location List Link
Delete Items from an Item List
See "Edit an Item List" in the Item Maintenance chapter
See "Edit an Item List/Location List Link" in the Item Maintenance chapter
Rebuild an Item List
Search for an Item List
Use an Item List
View an Item List
View an Item List/Location List Link
View Item List Criteria
See "View Items Excluded from an Item List" in the Item Maintenance chapter
View Items on an Item List
To create an item list:
Navigate: From the main menu, select Items > Item List. The Item List Search window opens.
In the Action field, select New.
Click OK. The Item List Header window opens. The ID of the item list is filled in automatically.
Enter the description of the item list.
Select the Static Ind, Tax Product Group Ind, and User Security Ind check boxes as necessary.
In the organization hierarchy field, enter the ID of the member of the hierarchy level, or click the LOV button and select a member.
To associate an item list with a department:
In the Group Type field, select the merchandise hierarchy level that you want to use to search for departments.
In the Group Value field, enter the ID of merchandise hierarchy level that the item list is associated with, or click the LOV button and select an item list.
Click Apply. The departments that are associated with the item list opens.
Enter any additional comments in the comments field, or click the comments button and enter additional comments.
To add item individually:
From the Options menu, select Select Items. The Add Items to Item List Individually window opens.
Click Add.
On the next available line, enter the item number in the Item field, or enter a partial item number and click the LOV button to select the item from a list.
Click OK to save your changes and close the window.
To add items by group:
From the Options menu, select By Group. The Add Items to Item List by Group window opens.
Select or enter the criteria in the Criteria fields.
Click Add. The items that match the criteria are added to the item list.
Click OK to save your changes and close the window.
To add items to an item list:
Navigate: From the main menu, select Items > Item List. The Item List Search window opens. Search for and retrieve an item list in Edit mode. The Item List Header window opens.
To add items individually:
From the Options menu, select Select Items. The Add Items to Item List Individually window opens.
Click Add.
On the next available line, enter the item number in the Item field, or enter a partial description and click the LOV button to select the item.
Click OK to save your changes and close the window.
To add items by group:
From the Options menu, select Select By Group. The Add Items to Item List by Group window opens.
Select or enter criteria in the Criteria fields.
Click Add. The items that match the criteria are added to the item list.
Click Exists in Criteria to calculate the number of items that match the current criteria.
Click Exists in List to calculate the total number of items that make up the item list.
Click OK to save your changes and close the windows.
The Rebuild Item List window allows you to rebuild an item list on demand. You cannot rebuild an item list that is defined as a static list. This window is available when you create, copy, edit, or use an item list. Also, whenever you select an item list on another window, you can choose to rebuild the list. When you rebuild an item list, the list is updated to include any new items that have been added to the system since the last rebuild. See this related topic for more information:
Rebuild an Item List
The Item List Search Window allows you to enter criteria in order to search for item lists and view the results. You can create, copy, edit, view, and use an item list. You can use the item list to make changes to multiple items.
The default view for the Item List Search window opens when you open the window for the first time. You can also create a custom view. See this related topic for more information:
Search for an Item List
To view an item list/location list link:
Navigate: From the main menu, select Items > Scheduled Item Maintenance > View. The Scheduled Item Maintenance window opens.
In the Item/Location Link ID field, enter a link ID or click the LOV button and select a link.
To view link detail, click Show Detail.
To view individual items for the list displayed in the Item List field, click View Items.
To view individual locations for the list displayed in the Location List field, click View Locs.
Click OK to close the window.
To add an item list/locatoin list link:
Navigate: From the main menu, select Items > Scheduled Item Maintenance > New. The Scheduled Item Maintenance window opens.
In the Item/Location Link ID field, enter a name for the link you are creating. The ID number will be created by RMS.
In the Item List field, enter an item list ID, or click the LOV button to select an ID.
In the Location List field, enter a location list ID, or click the LOV button to select an ID.
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Note: You will only be able to add item and location lists that do not have user security, or were created by you. |
Click Add Detail to highlight the first row in the Detail Information table.
In the Effective Date field, click the calendar button and select the date for this link to become effective in RMS.
In the Status field, select the status that will be applied to this link on the effective date.
To add another effective date and status for this link, click Add.
Click OK to save your changes and close the window.
To copy an item list:
Navigate: From the main menu, select Items > Item List. The Item List Search window opens. Search for and retrieve an item list in Create from Existing mode. The Item List Header window opens.
Edit the description, comments, and static indicator as necessary.
To add items individually:
From the Options menu, select Select Items. The Add Items to Item List Individually window opens.
Click Add.
On the next available line, enter the item number in the Item field, or enter a partial description and click the LOV button to select the item.
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Note: Only items that are in the departments associated with the item list will be added to the list. |
Click OK to save your changes and close the window.
To delete items individually:
From the Options menu, select Select Items. The Add Items to Item List Individually window opens.
Select an item and click Delete.
When prompted to delete the record, click Yes.
Click OK to save your changes and close the window.
To add items by group:
From the Options menu, select Select By Group. The Add Items to Item List by Group window opens.
Select or enter the criteria in the Criteria fields.
Click Add. The items that match the criteria are added to the item list.
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Note: Only items that are in the departments associated with the item list will be added to the list. |
Click OK to save your changes and close the window.
To delete items by group:
From the Options menu, select View Criteria. The Item List Criteria window opens.
Select or enter the criteria in the Criteria fields.
Click Delete. When prompted to delete the record, click Yes. The items that match the criteria are deleted from the item list.
Click OK to save your changes and close the window.
To view an item list:
Navigate: From the main menu, select Items > Item List. The Item List Search window opens.
Search for and retrieve an item list in Edit mode. The Item List Header window opens.
To view the items:
From the Options menu, select Select Items Individually. The Add Items to Item List Individually window opens. The existing items on the list are listed in this window.
Click OK to close the window.
To view the criteria:
From the Options menu, select View Criteria. The Item List Criteria window opens.
Click OK to close the window.
To view the items that are not included on the item list:
From the Options menu, select View Excluded Items. The Items Not Added to Item List window opens.
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Note: This option is available only for a tax product group type of item list. |
Click OK to close the window.
To view item list criteria:
Navigate: From the main menu, select Items > Item List. The Item List Search window opens.
Search for and retrieve an item list in View mode. The Item List Header window opens.
From the Options menu, select View Criteria. The Item List Criteria window opens.
Click OK to close the window.
To view items on an item list:
Navigate: From the main menu, select Items > Item List. The Item List Search window opens.
Search for and retrieve an item list in View mode. The Item List Header window opens.
From the Options menu, select Select Items Individually. The Add Items to Item List Individually window opens. The existing items on the list are listed in this window.
Click OK to close the window.
To rebuild an item list:
Navigate: From the main menu, select Items > Item List. The Item List Search window opens. Search for and retrieve an item list in Edit mode. The Item List Header window opens.
From the Options menu, select Rebuild Item List. The Rebuild Item List window opens.
Select the Rebuild Item List check box.
Click OK to save your changes and close the windows.
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Note: Whenever you select an item list in any window, you can rebuild the list. From the Options menu, select Rebuild Item List. This ensures that all items in a department are included on the list. You cannot rebuild a static item list. |
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Note: If an item list was set up with user security, only the creator is able to rebuild the list. |
To search for an item list:
Navigate: From the main menu, select Items > Item List. The Item List Search window opens.
In the Action field, select View, Edit, Create from Existing, or Use.
Enter additional criteria as desired to make the search more restrictive.
Click Search. The Item List Search window displays the item lists that match the search criteria.
To perform another search, click Refresh.
To display an item list, select a record and click OK. The Item List Header window opens.
Click Close to close the window.
To use an item list:
Navigate: From the main menu, select Items > Item List. The Item List Search window opens. Search for and retrieve an item list in Use mode. The Item List Header window opens.
To use the item list to make changes to items, from the Options menu, select Create Mass Item Change and select the appropriate change task.
Click OK to save your changes and close the window.
To delete an item list:
Navigate: From the main menu, select Items > Item List. The Item List Search window opens. Search for and retrieve an item list in Edit mode. The Item List Header window opens.
Click Delete.
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Note: If there are location lists linked to this item list, that link will be deleted. |
When prompted to delete the item list, click Yes The item list is deleted and you are returned to the Item List Search window.
|
Note: If User Security has been applied to this item list, only that user who created this list may delete it. |
Click Close to save your changes and close the window.
To delete an item list/location list link:
Navigate: From the main menu, select Items > Scheduled Item Maintenance > Edit. The Scheduled Item Maintenance window opens.
In the Item/Location Link ID field, enter a link ID or click the LOV button and select a link.
Click Show Detail to display the details of the link in the Detail Information table.
Click Delete Link. When prompted to confirm the deletion, click Yes.
Click OK to save your changes and close the window.
To delete items from an item list:
Navigate: From the main menu, select Items > Item List. The Item List Search window opens. Search for and retrieve an item list in Edit mode. The Item List Header window opens.
|
Note: If User Security is applied to this item list, only the creator may view this window to delete items from the item list. |
To delete items individually:
From the Options menu, select Select Items. The Add Items to Item List Individually window opens. The existing items on the list are listed in this window.
Select an item and click Delete.
When prompted to delete the record, click Yes.
Click OK to save your changes and close the window.
To delete items by group:
From the Options menu, select View Criteria. The Item List Criteria window opens.
Select or enter the criteria in the Criteria fields.
Click Delete. When prompted to delete the record, click Yes. The items that match the criteria are deleted from the item list.
Click OK to save your changes and close the window.
The Organizational Unit window allows you to set up the information necessary to interface RMS to the Oracle financials system. The organizational unit provides a method of mapping suppliers in RMS to vendors in the Oracle financial system.
|
Note: This window is available only if your organization uses Oracle Financials, version 11.5.10 or later. |
See the following related topics for more information:
Add an Organizational Unit
Edit an Organizational Unit
View an Organizational Unit
The item attributes feature provides a way to record specific information about items. An attribute may be associated with multiple items. There are quick ways to make mass changes to attributes for items:
Use an item list to change attributes at multiple locations for all items on the item list.
Use an item list to change attributes for all items on the item list.
Change attributes for all subordinate items that are associated with a level 1 or level 2 item.
Attributes are used to record specific information relating to various elements in RMS. In some cases, attributes affect how the element is handled throughout RMS. In other cases, the attributes feature is an easy way of tracking additional information. Using the reporting feature of RMS, you can create custom reports based on the attributes you record. See these related topics for more information:
Edit Attributes for an Item by Item
Edit Attributes for Items by Item List
See "Record Attributes for a Purchase Order" in the Purchasing chapter
Record Attributes for an Item
Record Grocery Attributes for an Item
Record Import Attributes for an Item
The Item Location Attributes window allows you to change the attributes for one or more items at multiple locations.
Whether you change attributes for one item or multiple items depends on how you access the window. When you edit an item, you can change the attributes for the item. When you use an item list, you can change the attributes for all items on the item list.
You can choose from several grouping mechanisms in order to pick the locations for which the attributes must be changed. You can delete locations from the list either individually or by using the grouping mechanisms. The changes to attributes are applied to the locations that remain in the Location List table.
In a multi-channel environment, all changes at the warehouse level are applied at the virtual warehouse level. Each virtual warehouse within a physical warehouse can have a unique set of attributes. See these related topics for more information:
See "Edit Attributes for Multiple Locations by Item" in the Item Maintenance chapter
See "Edit Attributes for Multiple Locations by Item List" in the Item Maintenance chapter
The Change Item Indicator Attributes window allows you to change the attributes for all items on an item list or for all the subordinate items that are associated with an item.
Whether you change attributes for items on an item list or the subordinate items of an item depends on how you access the window. When you edit a level 1 or level 2 item, you can change the attributes for the subordinate items. When you use an item list, you can change the attributes for all items on the item list. See this related topic for more information:
Edit Attributes for Items by Item List
To edit attributes for an item by item:
Navigate: From the main menu, select Items > Items. The Item Search window opens. Search for and retrieve an item in Edit mode. The Item Maintenance window opens.
Click on the Mass Change Item option. The Change Item Indicator Attributes window opens.
|
Note: Items need to be at the transaction level to change the attributes. |
Table 3-4 Change Item Indicator Attributes Window Fields and Description
| Field | Description |
|---|---|
|
Item |
The Item and Item Description are displayed by default. |
|
Cost Zone Group |
Click Cost Zone Group check box and enter the Cost Zone Group or select from the list. |
|
Forecastable |
If the item is forecasted, click Forecastable check box and click Yes. |
|
Merchandise |
If the item is merchandised, click Merchandise check box and click Yes. |
|
Brand |
Click Brand check box and enter the brand details or select from the list. |
|
Product Classification |
Click Product Classification check box and select from the list. The item must be classified under a product. This is an optional attribute. |
|
Retail Label Type |
Click Retail Label Type check box and select from the list. |
|
Handling Temp |
If the item has handling requests, click Handling Type check box and select any special handling instructions from the list. |
|
Handling Sensitivity |
If the item is sensitive, click Handling Sensitivity check box and select any special handling instructions from the list. |
|
Catch Weight |
Click Catch Weight check box and click Yes. |
|
Waste Type |
Click Waste Type check box and select Wastage Type from the list.
|
|
Package Size |
Click Package Size check box.
|
|
Perishable |
If the item is a perishable item, click to select the Perishable attribute and set the attribute value using the Yes check box. |
|
Comments |
Enter any comments to add to the item. |
Click OK to save your changes and close the window or click Refresh to reenter the details.
The Item List Criteria window allows you to view and delete the criteria by which items are grouped on an item list. See these related topics for more information:
Delete Items from an Item List
View Item List Criteria
To edit attributes for items by item list:
Navigate: From the main menu, select Items > Item List. The Item List Search window opens. Search for and retrieve an item list in Use mode. The Item List Header window opens.
From the Options menu, select Create Mass Item Change > Item Indicator. The Change Item Indicator Attributes window opens.
Select the check boxes in the Update column next to the fields that you want to change.
Select or enter the new values in the Change Value To column.
Click OK to save your changes and close the window.
To record attributes for an item:
Navigate: From the main menu, select Items > Items. The Item Search window opens. Search for and retrieve an item in Edit mode. The Item Maintenance window opens.
From the Option list, click the Item Attributes. The Item Attributes window opens.
Enter or select the attributes that apply to the current item.
Click OK to exit.
To view an item:
Navigate: From the main menu, select Items > Items. The Item Search window opens.
Search for and retrieve an item in View mode. The Item Maintenance window opens.
To view the details for the item, click on the appropriate options on the Options list.
To record grocery attributes for an item:
Navigate: From the main menu, select Items > Items. The Item Search window opens. Search for and retrieve an item in Edit mode. The Item Maintenance window opens.
Click Groc Attributes. The Item Grocery Attributes window opens.
In the Package Size and Package UOM field, enter the size and unit of measure for a retail package of the current item.
In the Retail Label Type and Retail Label Value fields select the type of label applied to the package and its value.
In the Handling Sensitivity and Handling Temp fields, select any special handling instructions.
In the Wastage Type field, select the type of wastage.
In the Default Daily Wastage % field, enter the average percentage of spoilage an item is subject to on a daily basis.
In the Wastage Percentage field, enter the average percentage of waste an item is subject to over its shelf life.
Click OK to save your changes and close the window.
To record import attributes for an item:
Navigate: From the main menu, select Items > Items. The Item Search window opens. Search for and retrieve an item in Edit mode. The Item Maintenance window opens.
From the Options list, select Import Attributes. The Item Import Attributes window opens.
Enter or edit the attributes that apply to the current item.
Click OK to save your changes and close the window.
With supplier traits, you can group suppliers based on a trait. You can also group suppliers by associating them with a trait that indicates that they share a master supplier. A master supplier is an outside source that provides merchandise to your suppliers, such as a manufacturer, distributor and wholesaler. You can also enter an external ID for the master supplier. Based on the traits you associate with your suppliers, you can create reports. See the following related topics for more information:
Add a Supplier Trait
Associate a Supplier Trait with a Supplier
Associate a Supplier with a Supplier Trait
Delete a Supplier Trait
Delete a Supplier Trait for a Supplier
Edit a Supplier Trait
View Supplier Traits
View Supplier Traits for a Supplier
View Suppliers Associated with a Supplier Trait
To view supplier traits for a supplier:
Navigate: From the main menu, select Control > Traits > Supplier Traits > Edit. The Supplier Traits Maintenance window opens.
From the Options menu, select Supplier Traits. The Supplier Traits List window opens.
Click OK to close the window.
To view supplier traits:
Navigate: From the main menu, select Control > Traits > Supplier Traits > View. The Supplier Traits Maintenance window opens.
Click OK to close the window.
To view suppliers associated with a supplier trait:
Navigate: From the main menu, select Control > Traits > Supplier Traits > View. The Supplier Traits Maintenance window opens.
Select a supplier trait.
Click Suppliers. The Suppliers Associated with Trait window opens.
Click OK to close the window.
To add a supplier trait:
Navigate: From the main menu, select Control > Traits > Supplier Traits > Edit. The Supplier Traits Maintenance window open.
Click Add Trait.
In the Supplier trait field on the next available line, enter a unique ID for the trait.
In the Description field, enter the description for the trait.
Enter or select the optional information in the remaining fields as necessary.
Click OK to save your changes and close the window.
To associate a supplier trait with a supplier:
Navigate: From the main menu, select Control > Supplier > Maintenance. The Supplier Search window opens. Search for and retrieve a supplier site. The Supplier Maintenance window opens. From the Options menu, select Supplier Traits. The Supplier Traits List window opens.
Click Add Trait.
In the Supplier Trait field on the next available line, enter the ID of the trait, or click the LOV button and select the trait.
Click OK to save your changes and close the window.
To associate a supplier with a supplier trait:
Navigate: From the main menu, select Control > Traits > Supplier Traits > Edit. The Supplier Traits Maintenance window opens. Select a supplier trait. Click Suppliers. The Suppliers Associated with Trait window opens.
Click Add Supplier.
In the Supplier field, enter the ID of the supplier, or click the LOV button and select a supplier.
Click OK to save your changes and close the window.
To delete a supplier from a supplier trait:
Navigate: From the main menu, select Control > Traits > Supplier Traits > Edit. The Supplier Traits Maintenance window opens. Select a supplier trait. Click Suppliers. The Suppliers Associated with Trait window opens.
Select a supplier.
Click Delete.
When prompted to delete the record, click Yes.
Click OK to save your changes and close the window.
To delete a supplier trait:
Navigate: From the main menu, select Control > Traits > Supplier Traits > Edit. The Supplier Traits Maintenance window opens.
Select a supplier trait.
Click Delete.
When prompted to delete the trait, click Yes.
Click OK to save your changes and close the window.
To delete a supplier trait for a supplier:
Navigate: From the main menu, select Control > Supplier > Maintenance. The Supplier Search window opens. Search for and retrieve a supplier site. The Supplier Maintenance window opens. From the Options menu, select Supplier Traits. The Supplier Traits List window opens.
Select a supplier trait.
Click Delete.
When prompted to delete the trait, click Yes.
Click OK to save your changes and close the window.
The supplier management feature allows you to add, edit, and view the following information about suppliers:
Multiple contact persons and addresses: You can enter multiple addresses of different types, such as business, invoice, order, postal, remittance, and returned goods.
Financial arrangements: You can indicate the payment terms, freight terms, currency, settlement code, and payment method.
Inventory management parameters: You can set up a replenishment cycle, order attributes, scaling attributes and constraints, order minimum constraints, and due order processing. You can also indicate whether quality control checking is required and what percentage of the received goods must be checked.
Return to vendor (RTV) requirements: You can indicate whether returns are allowed, whether an authorization number is required, the minimum value of a return, the preferred courier, and the handling charge.
Required documents: You can select which documents, if any, are required by the supplier.
Expense profiles: You can enter the supplier's costs by country or by cost zone.
Types of electronic data interchange (EDI) transactions: You can indicate which EDI transactions the supplier can process.
Generic attributes: You can indicate which attributes apply to the supplier, such as co-op agreement terms, volume rebate terms, whether a PO is required, or whether items are pre-ticketed.
Import attributes: You can enter import-related information such as agent, advising and issuing banks, lading and discharge ports, manufacturer ID, and beneficiary.
Invoice matching attributes: You can indicate when debit memos are sent, whether invoices and debit memos are approved automatically, whether supplier is allowed to charge freight, and whether invoices are pre-paid. (Oracle Retail Invoice Matching must be installed.)
Supplier traits: You can select the traits by which you want to group the supplier with other suppliers.
Payment types by store: You can select the methods by which the supplier can be paid, such as cash, money order, and invoice. You can also indicate the payment type by store.
Delivery schedules at stores and warehouses: After you create a delivery schedule, you can specify which items are not to be delivered to the location on a specific delivery day.
Vendor managed inventory (VMI): Use VMI to allow a supplier to manage the inventory levels of designated product at the warehouse. Inventory data is shared with the supplier, who uses the information to create inbound purchase orders, which will achieve and/or maintain budgeted inventory and service levels in the warehouse.
The following list also contains related information:
Create a Supplier
Add an Address for a Vendor
Record Return Requirements for a Supplier
Search for a Supplier
Edit a Supplier
Maintain an Address for a Vendor
View a Supplier
The Supplier Maintenance window allows you to create, edit, and view suppliers. Suppliers are vendors that provide your stores and warehouses with merchandise. You can indicate whether the supplier is active or inactive. You can also enter the primary contact, financial, shipping, and payment information. See these related topics for more information:
Create a Supplier
Edit a Supplier
View a Supplier
|
Note: If the Financials module is installed, new suppliers are created through a file transmission. You cannot create a supplier manually. |
To create a supplier:
Navigate: From the main menu, select Control > Supplier. The Supplier Search window opens. Search for and retrieve a supplier site. The Supplier Maintenance window opens or if the Financials module is installed, select Control > Supplier > Maintenance. The Supplier Search window opens. Search for and retrieve a supplier site. The Supplier Maintenance window opens.
In the Action field, select New.
Click OK. The Supplier Maintenance window opens.
In the Supplier fields, enter an ID and description for the supplier.
In the Status field, indicate whether the supplier is active or inactive.
In the Contact fields, enter the name, telephone number, fax number, telex, and e-mail for the primary contact person at the supplier's location.
In the Details fields, select the payment terms, freight terms, currency, language, VAT region, and shipping method.
In the Settlement Code and Payment Method fields, select the appropriate options.
In the Lead Time field, enter the amount of time a supplier needs between receiving an order and having the order ready to ship. This value will be defaulted to item/supplier relationships.
In the DUNS Supplier Number and DUNS Location Number fields, enter the appropriate Dun and Bradstreet codes to identify the supplier and its location.
Select the DSD check box to indicate that the supplier can provide direct store deliveries.
If you will be allowing vendor managed inventory with this supplier, select Worksheet or Approved in the VMI Order Status field.
In the Inventory Mgmt Info Level, select Supplier, Supplier/Loc, Supplier/Dept, or Supplier/Dept/Loc.
Select the appropriate indicators as necessary for the supplier. In the Indicators area:
Select the QC Required check box, to indicate that goods received from the supplier must be inspected for quality.
In the QC Pct field, enter what percentage of the goods must be inspected.
In the QC Freq field, enter how often the items will be inspected.
Select the Auto Contract Approval check box to indicate that contract orders are created in Approved status.
Select the Pre-Mark Indicator check box to indicate that the supplier will break orders into separate, marked boxes that can be shipped directly to stores.
Select the Bracket Costing check box to indicate the this supplier uses bracket costing in its pricing.
Select the Back Orders check box to indicate the supplier accepts back orders.
Select the Final Match Destination Indicator checkbox to indicate the supplier is invoicing at the final destination.
In the Quantity Level field, select a value to indicate purchase order quantities that are communicated to the supplier in multiples of units (eaches) or cases.
Add an address for a supplier.
Click OK to save any changes and close the window.
To edit a supplier:
Navigate: From the main menu, select Control > Supplier. The Supplier Search window opens. Search for and retrieve a supplier site. The Supplier Maintenance window opens. or If the Financials module is installed, from the main menu, select Control > Supplier > Maintenance. The Supplier Search window opens. Search for and retrieve a supplier site. The Supplier Maintenance window opens.
Edit the enabled fields as necessary.
Update the address information as necessary.
Click OK to save your changes and close the window.
The Supplier Attributes window allows you to enter attributes for a particular supplier. You can track the following information about a supplier:
Pre-ticketed item information
Coop agreement terms
Requirement of a PO
Volume rebate terms
For more information regarding these topics, see also:
"Record Attributes for a Supplier" topic in the Oracle Retail Merchandising System/Sales Audit Brazil Localization User Guide
The Supplier Search window allows you to enter criteria in order to search for suppliers and view the results.
The default view for the Supplier Search window opens when you open the window for the first time. You can also create a custom view. See the following topic for more information:
Search for a Supplier
To search for a supplier:
Navigate: From the main menu, select Control > Supplier. The Supplier Search window opens.
|
Note: If the Financials module is installed, select Control > Supplier > Maintenance from the main menu. |
In the Action field, select either Edit or View.
In the Supplier Level, select either Supplier or Supplier Site.
Enter additional criteria as desired to make the search more restrictive.
Click Search.
Select a task:
To perform another search, click Refresh.
To display the supplier information, select a record and click OK. The Supplier Maintenance window opens.
Click Close to close the window.
To add a supplier for an item:
Navigate: From the main menu, select Items > Items. The Item Search window opens. Search for and retrieve an item in Edit mode. Restrict the search to items in Worksheet status. The Item Maintenance window opens. Select Suppliers on the Options list. The Item Supplier window opens.
|
Note: You can add a supplier for an orderable item. |
Click Add. The fields in the Apply area are cleared.
In the Supplier field, enter the ID of the supplier, or click the LOV button and select the supplier.
In the Primary Supplier field, select Yes to make the new supplier the primary supplier.
If the item is a concession or consignment item, in the Concession/Consignment Rate field, enter the percentage of sale that is returned to the supplier.
Enter or edit additional information.
Click Apply. The supplier is added to the table.
|
Note: If you are adding a supplier to a simple pack, the supplier will also be added to the component item. |
When in Edit mode, select the Apply Additions, Updates, and Deletions check box if you want to apply the edits to level 2 or level 3 items (down to the transaction level).
Add an country of sourcing.
To add an address for a vendor:
Navigate: From the Partner Maintenance or Supplier Maintenance window, select Address from the Options menu. The Address window opens.
In the Address Type field, enter the address type code, or click the LOV button and select an address type.
|
Note: When creating an import order, make sure that the import country and the import location are the same. |
In the address area, enter the necessary address information.
Enter the jurisdiction information. This further breaks down the tax rate if different than the transaction location.
If the address is the primary address for an address type, select the Primary Address check box.
|
Note: The Primary Address check box is editable only available if you are adding more than one address to an address type. |
In the contact area, enter the necessary contact information.
Click Apply. The address is added to the table.
Click OK to close the window and save any changes.
|
Note: You will not be able to close the window until you have added all the mandatory address types. |
To record return requirements for a supplier:
Navigate: From the main menu, select Control > Supplier. The Supplier Search window opens. Search for and retrieve a supplier site. The Supplier Maintenance window opens.
|
Note: If the Financials module is installed, select Control > Supplier > Maintenance from the main menu. |
From the Options menu, select Returns. The Supplier Returns window opens.
If the supplier allows goods to be returned, select the Returns Allowed check box.
If the supplier requires returned goods to have an authorization number, select the Authorization Required check box.
In the Minimum Return Amount field, enter the minimum value of the returned goods that the supplier will accept.
In the Courier field, enter the supplier's preferred shipper for returned goods.
In the Handling % field, enter the percentage added to the value of the returned goods as a handling charge.
To enter the address to which returned goods should be shipped:
Click Address. The Address window opens.
Enter the address in the Address, City, State, Postal Code, and Country fields.
Enter the jurisdiction information. This further breaks down the tax rate if different than the transaction location.
In the Contact fields, enter the name, telephone number, fax number, telex, and e-mail for the primary contact person at the supplier's location.
Click OK to exit the Address window.
Click OK to save your changes and close the window.
To view a payment type configuration for a supplier:
Navigate: From the main menu, select Control > Supplier > Maintenance. The Supplier Search window opens.
Search for and retrieve a supplier site in View mode. The Supplier Maintenance window opens.
From the Options menu, select Supplier Payment Types. The Supplier Payment Types window opens.
Select a payment type record and click Stores to view the stores associated with the record. The Stores window opens.
Click OK to close the window.
To view a supplier:
Navigate: From the main menu, select Control > Supplier. The Supplier Search window opens.
Search for and retrieve a supplier site in View mode. The Supplier Maintenance window opens.
or
If the Financials module is installed, select Control > Supplier > Maintenance. The Supplier Search window opens.
Search for and retrieve a supplier site in View mode. The Supplier Maintenance window opens.
Click OK close the window.
To view suppliers for an item:
Navigate: From the main menu, select Items > Items. The Item Search window opens.
Search for and retrieve an item in View mode. The Item Maintenance window opens.Click on the Suppliers option on the Options list. The Item Supplier window opens.
Click OK to close the window.
To add a payment type configuration for a supplier:
Navigate: From the main menu, select Control > Supplier > Maintenance. The Supplier Search window opens. Search for and retrieve a supplier site in Edit mode. The Supplier Maintenance window opens. or If the Financials module is installed, from the main menu, select Control > Supplier > Maintenance from the main menu. Select Options > Supplier Payment Types. The Supplier Payment Types window opens.
Click Add.
In the Supplier Payment Type field, select the type of payment.
In the Effective Date field, enter the date on which the payment type is valid, or click the calendar button and select the date.
To associate stores with the payment type configuration:
Select the payment type configuration.
Click Stores. The Store window opens.
In the Location Type field, select Store or the type of store group.
Enter the ID of the store or the store group that you want to associate with the POS configuration, or click the LOV button and select the store or store group.
Click Apply.
Click OK to save your changes and close the window.
To add an address to a location:
Navigate: From the store or warehouse window, click Address. The Address window opens.
In the Address Type field, enter the address type code, or click the LOV button and select the address type.
In the address area, enter the necessary address information.
|
Note: When creating an import order, make sure that the import country and the import location are the same. |
Enter the jurisdiction information. This further breaks down the tax rate if different than the transaction location.
If the address is the primary address for an address type, select the Primary Address check box.
|
Note: The Primary Address check box is editable only available if you are adding more than one address to an address type. |
In the contact area, enter the necessary contact information.
Click Apply. The address is added to the table.
Click OK to close the window and save any changes.
|
Note: You will not be able to close the window until you have added all the mandatory address types. |
To view an expense profile for a supplier:
Navigate: From the main menu, select Control > Supplier > Maintenance. The Supplier Search window opens.
Search for and retrieve a supplier site in View mode. The Supplier Maintenance window opens.
From the Options menu, select Expenses. The Expense Profile Maintenance window opens.
In the Profile Type field, select:
Zone to make changes to the expense profile at the supplier/cost zone level.
Country to make changes to the expense profile at the supplier/country of sourcing level.
Select an expense profile in the Expense Profile Header table. Details appear in the Expense Profile Details table.
Click OK to close the window.
To add an expense profile for a supplier:
Navigate: From the main menu, select Control > Supplier. The Supplier Search window opens. Search for and retrieve a supplier site in Edit mode. The Supplier Maintenance window opens. or If the Financials module is installed, from the main menu, select Control > Supplier > Maintenance from the main menu. From the Options menu, select Expenses. The Expense Profile Maintenance window opens.
In the Profile Type field, select:
Zone: Expense profiles are added at the cost zone level for the supplier.
Country: Expense profiles are added at the country level for the supplier.
Click Add. The next line in the Expense Profile Header table is enabled.
In the Dis Port field, enter the code for the discharge port, or click the LOV button and select the discharge port.
In the Cost Zone Group and Cost Zone fields, enter the ID of the cost zone group and cost zone, or click the LOV buttons and select them.
Click Add Details. The next line in the Expense Profile Detail table is enabled.
In the Component field, enter the code for the expense component, or click the LOV button and select the expense component.
Enter or edit any default details in the enabled fields.
In the Component Nomination fields, select the status of the expense in relation to the other components:
Select N/A if the expense is not included in the calculation.
Select + (plus sign) to add the expense.
Select - (minus sign) to subtract the expense.
In the Expense Profile Header table, select the Base Profile check box next to the expense profile that you want to use as the default.
Click OK to save your changes and close the window.
To add a country of sourcing for a supplier of an item:
Navigate: From the main menu, select Items > Items. The Item Search window opens. Search for and retrieve an item in Edit mode. Restrict the search to items in Worksheet status. The Item Maintenance window opens. Click on the Suppliers option on the Options list. The Item Supplier window opens. Select a supplier. Click on the Item Supplier Country of Sourcing option on the Options list. The Item Supplier Country of Sourcing window opens.
|
Note: You can add a supplier/sourcing country for an orderable item. |
In the Country of Sourcing field, enter the code for the country, or click the LOV button and select the country.
Click Create.
In the Unit Cost field, enter the cost of the item in the indicated currency.
If the country is the primary country, select Yes.
Enter location default, ordering, case, and dimension information.
To enter dimensions for multiple types of packaging:
Complete the first package.
Click OK + Repeat in that area.
Enter the dimensions of another package.
To add any other details for the country of sourcing, click on the appropriate option on the Options list.
In edit mode, to apply the edits to the subordinate items down to the transaction level, select the Apply Additions and Deletions check box.
Click OK to save your changes and close the window.
If you made the current country the primary country, a prompt cautions you about changing the primary country. Click Yes or No to continue.
To view a delivery schedule for a supplier:
Navigate: From the main menu, select Control > Supplier > Maintenance. The Supplier Search window opens.
Search for and retrieve a supplier site in View mode. The Supplier Maintenance window opens.
From the Options menu, select Delivery Schedule. The Delivery Schedule window opens.
To view exceptions for a delivery schedule:
In the Group Type field, select Store or Warehouse.
In the Group Value field, enter the ID of the location, or click the LOV button and select a location.
|
Note: You can also use the Organizational Hierarchy Tree to navigate to the location for which you are viewing exceptions. The Group Type and Group Value fields are filled in automatically. |
Click Exceptions. The Exceptions window opens.
Click OK to close the windows.
To edit a delivery schedule for a supplier:
Navigate: From the main menu, select Control > Supplier. The Supplier Search window opens. Search for and retrieve a supplier site in Edit mode. The Supplier Maintenance window opens. or If the Financials module is installed, from the main menu, select Control > Supplier > Maintenance from the main menu. From the Options menu, select Delivery Schedule. The Delivery Schedule window opens.
Select the location schedule from the table.
Edit the fields in the apply area as necessary.
To delete the delivery schedule for a single location:
In the Group Type field, select Store or Warehouse.
In the Group Value field, enter the ID of the location, or click the LOV button and select a location.
Click Delete.
Click OK to save your changes and close the window.
To delete the delivery schedule for multiple locations:
In the Group Type field, select the type of grouping mechanism for the delivery schedule.
In the Group Value field, enter the ID of the grouping mechanism or location for the delivery schedule, or click the LOV button and select a grouping mechanism or location.
Click Delete.
Click OK to save your changes and close the window.
To delete an exception from a delivery schedule:
Click Exceptions. The Exceptions window opens.
Select the exception record that you want to delete.
Click Delete.
When prompted to delete the record, click Yes.
Click OK to save your changes and close the window.
To edit a payment type configuration for a supplier:
Navigate: From the main menu, select Control > Supplier. The Supplier Search window opens. Search for and retrieve a supplier site in Edit mode. The Supplier Maintenance window opens. or If the Financials module is installed, from the main menu, select Control > Supplier > Maintenance from the main menu. From the Options menu, select Supplier Payment Types. The Supplier Payment Types window opens.
Edit the Supplier Payment Type and Effective Date fields as necessary.
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Note: The Effective Date field can be edited until the payment date is valid. |
To associate stores with the payment type configuration:
Select the payment type configuration.
Click Stores. The Stores window opens.
In the Location Type field, select Store or the type of store group.
Enter the ID of the store or store group that you want to associate with the POS configuration, or click the LOV button and select the store or store group.
Click Apply.
Click OK to save your changes and close the window.
To delete a single store from the payment type configuration:
Select the payment type configuration.
Click Stores. The Store window opens.
Select the store in the table.
Click Delete.
Click OK to save your changes and close the window.
To delete multiple stores from the payment type configuration:
Select the payment type configuration.
Click Stores. The Store window opens.
In the Location Type field, select the type of group.
Enter the ID of the group that you want to delete from the POS configuration, or click the LOV button and select the group.
Click Delete.
Click OK to save your changes and close the window.
The Supplier Availability Maintenance window allows you to edit and view the quantities of the items that are available from a supplier. Type A and Type D contracts can be created for items that are available from the supplier. See these related topics for more information:
See "Edit Supplier Availability for Items" in the System Administration chapter
View Supplier Availability for Items
To view supplier availability for items:
Navigate: From the main menu, select Control > Supplier Availability > View. The Supplier Availability Maintenance window opens.
In the Supplier field, enter the ID of the supplier, or click the LOV button and select the supplier.
In the Merchandise field, select the type of merchandise.
Enter additional criteria as desired to make the search more restrictive.
Click Search. The items that match the search criteria appear.
Click OK to close the window.
The Supplier Import Attributes window allows you to enter import information about a particular supplier. You can track information specific to the supplier, such as:
Agent
Factory
Advising bank
Issuing bank
Lading port
Discharge port
Manufacturer ID
Additional partner information
Beneficiary information
To view more information regarding these topics, see also:
Record Import Attributes for a Supplier
The Supplier Inventory Management Constraint Information window allows you to create, maintain, and view inventory management information for a supplier, or for a department and supplier.
When you use order scaling, you define two scaling constraints. You select the type of constraint and the minimum and maximum values for the constraint. Depending on the objective of the scaling process, purchase orders are scaled as closely as possible to the maximum or minimum value of the scaling constraint. You can also enter the allowable deviation for the purchase order from the value of the scaling constraint.
You can define what constraints should be used when splitting orders out by truckload for the supplier. You can specify the type, unit of measure, value, and tolerance for up to two constraints.
You can define minimum order requirements for purchase orders for the supplier. You cannot approve purchase orders that do not meet the minimum order requirements of the supplier. You can specify up to two minimum order requirements and indicate whether a purchase order has to meet one or both of the requirements.
In the grocery industry, the cost of a product is often determined based on purchase order level brackets, or thresholds, that determine the break points at which shipping charges change. Bracket prices constitute the base cost of the item for that purchase order when the supplier delivers the product.
You can define whether or not an order should be scaled up to reach a higher bracket, which would result in a decrease to the cost of the items on the order. You can set bracket costing to scale on certain types and units of measurement, and you can set the bracket costing threshold to a percentage you want to scale from.
For example, if you set the threshold at 90%, and the brackets at 20,000 LBS and 40,000 LBS, then any order of a weight greater than or equal to 38,000 LBS will be scaled to 40,000 LBS. See the following related topics for more information:
See "Add Inventory Management Constraints to a Supplier" in the Replenishment chapter
See "Edit Inventory Management Constraints for a Supplier" in the Purchasing chapter
View Inventory Management Constraints for a Supplier
The Supplier Inventory Management Information window allows you to add, edit, and view inventory management information for a supplier, supplier/department, supplier/location or supplier/department/location using this form.
You can maintain the following areas:
Replenishment Attributes
Due Order Processing
Investment Buy Attributes
Scaling Attributes
Order Attributes
Rounding Attributes
Supplier Minimum Attributes
Truck Splitting Attributes
To view more information regarding these topics, see also:
See "Add Inventory Management Constraints to a Supplier" in the Replenishment chapter
See "Edit Inventory Management Constraints for a Supplier" in the Purchasing chapter
View Inventory Management Constraints for a Supplier
To view inventory management constraints for a supplier:
Navigate: From the main menu, select Control > Supplier > Maintenance. The Supplier Search window opens.
Search for and retrieve a supplier site in View mode. The Supplier Maintenance window opens.
From the Options menu, select Inventory Management. The Supplier Inventory Management Information window opens.
On the Supplier Inventory Management Information window, click Constraints. The Supplier Inventory Management Constraint Information window opens.
Click OK to close the window.
To view inventory management information for a supplier:
Navigate: From the main menu, select Control > Supplier. The Supplier Search window opens.
Search for and retrieve a supplier site in View mode. The Supplier Maintenance window opens.
or
If the Financials module is installed, from the main menu, select Control > Supplier > Maintenance from the main menu.
From the Options menu, select Inventory Management. The Supplier Inventory Management Information window opens.
Click Search. The inventory management fields are automatically filled in.
Click OK to close the window.
To view inventory management information for a PO at the order, item, and location level:
Navigate: From the main menu, select Ordering > Orders. The Order Selection window opens. Search for and retrieve a purchase order in View mode. Restrict the search to purchase orders in Worksheet status. The PO Header Maintenance window opens.
To view inventory management information for the entire order, from the Options menu, select Inventory Mgmt Info/Totals. The Order Inventory Maintenance window opens.
or
To view inventory management information at the item level, click Summary on the PO Header Maintenance window. The PO Summary By Item window opens. Select an item on the Items table. From the Options menu, select Inventory Mgmt Info/Totals. The Order Inventory Maintenance window opens.
or
To view inventory management information at the item and location level, click Location on the PO Summary By Item window. The PO Summary By Location window opens. From the Options menu, select Inventory Mgmt Info/Totals. The Order Inventory Maintenance window opens.
In the Qty UOM field, enter the code for the unit of measure in which to display the pre-scaled and scaled quantities on the purchase order, or click the LOV button and select the unit of measure.
Click OK to close the window.
The Delivery Schedule window allows you to create, edit, and view delivery schedules for items from a supplier or warehouse to stores and warehouses. After you create a delivery schedule, you can define exceptions to the schedule by specifying which items are not to be delivered to the location on a specific delivery day.
When the Use Location Delivery Schedule system parameter is selected, the replenishment feature uses the delivery schedule to calculate lead times for the items at the location. When there is a delivery schedule for a supplier or warehouse at a location, the specified lead times for the item are the minimum amount of time in which a purchase order can be delivered to that location.
When the delivery date of the purchase order does not fall on a delivery day of the supplier or warehouse, the lead time is calculated by taking the minimum lead time and adding additional days to reach the next valid delivery day. In effect, the lead time is extended until the next delivery day of the supplier or warehouse. Extending the lead time increases the number of units required to replenish the item. The lead time is only extended when the replenishment method is Dynamic, Dynamic - Seasonal, Dynamic - Issues, or Floating Point. See the following related topics for more information:
See "Add a Delivery Schedule for a Supplier" in the Replenishment chapter
See "Add a Delivery Schedule at the Store or Warehouse Level" in the Replenishment chapter
Edit a Delivery Schedule for a Supplier
Edit a Delivery Schedule at the Store or Warehouse Level
View Inventory Management Constraints for a Supplier
View Inventory Management Information for a Supplier
On the Supplier Bracket Costing window, you can add and delete primary and secondary bracket values, specify default brackets, or delete the entire bracket structure. See the following related topics for more information:
Add Primary and Secondary Bracket Values
Delete Primary and Secondary Bracket Values
Delete a Bracket Structure
To add primary and secondary bracket values:
Navigate: From the main menu, select Control > Supplier > Maintenance. The Supplier Search window opens. Search for and retrieve a supplier site. The Supplier Maintenance window opens. From the Options menu, select Inventory Management. The Supplier Inventory Management Information window opens.
Add inventory management information for a supplier.
Click Constraints. The Supplier Inventory Management Constraint Information window opens.
Click Bracket Costi....The Supplier Bracket Costing window opens.
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Note: The Bracket Costing check box must be selected in the Indicator area of the Supplier Maintenance window in order to access the Supplier Bracket Costing window. |
In the Primary Bracket Value column, enter the lower value of the primary bracket.
In the Secondary Bracket Value column, enter the lower value of the secondary bracket, if applicable.
If the bracket value is a default value for this bracket structure, select the Default check box.
Select the Pickup check box to indicate that the bracket pricing uses pickup prices. The pickup price is the price of the goods without shipping costs, as if the goods were picked up at the supplier's location.
Click OK to save your changes and close the window.
To delete a bracket structure:
Navigate: From the main menu, select Control > Supplier > Maintenance. The Supplier Search window opens. Search for and retrieve a supplier site. The Supplier Maintenance window opens. From the Supplier Maintenance window, select Options > Inventory Management. The Supplier Inventory Management Information window opens. Click Constraints. The Supplier Inventory Management Constraint Information window opens. Click Bracket Costing. The Supplier Bracket Costing window opens.
Click Delete All.
When prompted to delete the bracket structure, click Yes.
Select the appropriate option to either default down from the next highest bracket structure (so all current items associated with the deleted bracket structure will inherit the costs from the next highest bracket structure, if one exists), or not to default down.
When prompted whether or not to remove the inventory management record as well after deleting the structure, select the appropriate option.
Click OK to save your changes and close the window.
To delete primary and secondary bracket values:
Navigate: From the main menu, select Control > Supplier > Maintenance. The Supplier Search window opens. Search for and retrieve a supplier site. The Supplier Maintenance window opens. From the Supplier Maintenance window, select Options > Inventory Management. The Supplier Inventory Management Information window opens. Click Constraints. The Supplier Inventory Management Constraint Information window opens. Click Bracket Costing. The Supplier Bracket Costing window opens.
Select the line of bracket values that you want to delete.
Click Delete. You are prompted to confirm the deletion.
Click Yes.
Click OK to save your changes and close the window.
The Cost and Retail Change by Supplier window allows you to view and maintain the details of a cost change event at the item/supplier/country of sourcing level.
To event, you can access the Cost Change by Supplier window in one of three ways:
Pricing: From the main menu, select Costing > Cost Change. In the Cost Change Search window, select an action.
Items: From the main menu, select Items > Items. In the Item Search window, select New Cost Change in the Action field.
Item Lists: From the main menu select Items > Item List. In the Item List Search window, select Use in the Action field. From the Item List Header window, select Create Cost Change from the Options menu.
The default view for the window opens when you open the window for the first time. You can create a custom view. See these related topics for more information:
See "Create a Cost Change" in the Cost Management chapter
See "Edit a Cost Change" in the Cost Management chapter
View a Cost Change
See "Approve a Cost Change" in the Cost Management chapter
See "Cancel an Approved Cost Change" in the Cost Management chapter
See "Delete a Cost Change" in the Cost Management chapter
See "Reject a Submitted Cost Change" in the Cost Management chapter
See "Submit a Cost Change for Approval" in the Cost Management chapter
The Cost Change by Location window allows you to view and maintain the details of a cost change event at the item/supplier/country of sourcing/location level.
In a multi-channel environment, cost changes for items at a warehouse are handled at the physical warehouse level. See these related topics for more information:
See "Create a Cost Change" in the Cost Management chapter
See "Edit a Cost Change" in the Cost Management chapter
View a Cost Change
See "Approve a Cost Change" in the Cost Management chapter
See "Cancel an Approved Cost Change" in the Cost Management chapter
See "Delete a Cost Change" in the Cost Management chapter
See "Reject a Submitted Cost Change" in the Cost Management chapter
See "Submit a Cost Change for Approval" in the Cost Management chapter
To view a cost change:
Navigate: From the main menu, select Costing > Cost Change. The Cost Change Search window opens.
Search for and retrieve a cost change in View mode. The Cost Change by Supplier window cost change opens.
To view the details at the item/supplier/country of sourcing/location level, select a supplier or item record and click Locations. The Cost Change by Location window opens.
Click OK to save your changes and close the windows.
To view cost change reasons:
Navigate: From the main menu, select Control > Setup > Cost Change Reason > View. The Cost Change Reason Maintenance window opens.
Click OK to close the window.
The Supplier Traits List window allows you to view supplier traits that have been associated with a specific supplier, to associate supplier traits with a supplier, or to delete a supplier trait from a supplier. See these related topics for more information:
Associate a Supplier Trait with a Supplier
Edit a Supplier Trait
Delete a Supplier Trait for a Supplier
View Supplier Traits for a Supplier
The Supplier Traits Maintenance window allows you to add, edit, and view supplier traits. After you create supplier traits, you can then associate suppliers with a trait or associate traits with a supplier.
You can also use traits to indicate which of your suppliers have a master supplier. A master supplier is an outside source that provides merchandise to one or more of your suppliers, such as a manufacturer or distributor. You can enter an external ID for the master supplier as well. See these related topics for more information:
Add a Supplier Trait
Edit a Supplier Trait
View Supplier Traits
Delete a Supplier Trait
The Suppliers Associated with Trait window allows you to associate a supplier with a supplier trait. You can also delete suppliers from a supplier trait. See these related topics for more information:
Associate a Supplier with a Supplier Trait
View Suppliers Associated with a Supplier Trait
Delete a Supplier from a Supplier Trait
To edit a supplier trait:
Navigate: From the main menu, select Control > Supplier > Maintenance. The Supplier Search window opens. Search for and retrieve a supplier site. The Supplier Maintenance window opens. Select Options > Supplier Traits. The Supplier Traits Maintenance window opens.
Edit the Description, Master Supplier Indicator, and Master Supplier Code fields as necessary.
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Note: You cannot select the Master Supplier Indicator after suppliers have been associated with a trait. |
Click OK to save your changes and close the window.
The Invoice Matching Supplier Variables window allows you to set up and maintain variables that determine how your company will process invoices from a specific supplier. See these related topics for more information:
Record Invoice Matching Attributes for a Supplier
View Invoice Matching Attributes for a Supplier
The Supplier EDI Information window allows you to indicate which electronic date interchange (EDI) transaction sets the supplier supports. Also, you can set variances by monetary amount and by percent. Any cost changes that are received from the supplier through EDI are automatically approved if they are within the variance that you set. See these related topics for more information:
See "Record EDI Capability for a Supplier" in the Item Maintenance chapter
The Supplier Returns window allows you to define the return policy for a supplier. If the supplier allows goods to be returned, you can enter the supplier's requirements for accepting the returned goods. See this related topic for more information:
Record Return Requirements for a Supplier
The Margin Impact window displays in detail how the cost or retail change impacts the margin. See this related topic for more informaiton:
View the Margin Impact
To view the margin impact:
Navigate: From the main menu, select Items > Items. The Item Search Window opens. Select Action > New Cost Change. Click Search. Select an item. Click OK. The Cost Change By Supplier window opens.
In the Cost Change field enter the cost change, description.
In the Supplier field enter the supplier, or select the LOV button and select a supplier.
In the Supplier Site field enter the supplier site, or select the LOV button and select a site.
In the Reason field enter the reason for the cost change, or select the LOV button and select a reason.
In the Effective Date field enter the date, or select the calendar button and select a date.
Click Search.
Enter a Change in Percent, Change in Amount, or Fixed Cost.
Click Apply.
Select View Margin Impact from the Options menu. The Margin Impact window opens.
Click OK to save your changes and close the window.
The supplier attributes feature provides a way to record specific information about suppliers.
Attributes are used to record specific information relating to various elements in RMS. In some cases, attributes affect how the element is handled throughout RMS. In other cases, the attributes feature is an easy way of tracking additional information. Using the reporting feature of RMS, you can create custom reports based on the attributes you record. See these related topics for more information:
See "Record Attributes for a Supplier" topic in the Oracle Retail Merchandising System/Sales Audit Brazil Localization User Guide
Record Import Attributes for a Supplier
To record invoice matching attributes for a supplier:
Navigate: From the main menu, select Control > Supplier > Maintenance. The Supplier Search window opens. Search for and retrieve a supplier site. The Supplier Maintenance window opens.
From the Options menu, select Invoice Matching Attributes. The Invoice Matching Supplier Variables window opens.
Select the invoice matching attributes that apply to the current supplier.
Click OK to save your changes and close the window.
To record import attritubes for a supplier:
Navigate: From the main menu, select Control > Supplier > Maintenance. The Supplier Search window opens. Search for and retrieve a supplier site. The Supplier Maintenance window opens.
From the Options menu, select Import Attributes. The Supplier Import Attributes window opens.
Enter or select the import attributes that apply to the current supplier.
Click OK to save your changes and close the window.
A partner is a person or entity that has an association with your organization in various areas of the procurement process. Partners can include those involved in transporting goods, escheatment, providing credit, and providing services. For bank partners, you can track the status of your line of credit.
Manufacturer, distributor and wholesaler partners are considered part of the supplier hierarchy. These are default names and can be edited in the Dynamic Hierarchy window. See these related topics for more information:
Create a Partner
Add an Address for a Vendor
Search for a Partner
Maintain Partners
View a Partner
To search for a partner:
Navigate: From the main menu, select Control > Partner. The Partner Find window opens.
In the Action field, select either Edit or View.
In the Partner Type field, select the type of partner.
Enter additional criteria as desired to make the search more restrictive.
Click Search. The Partner Find window displays the partners that match the search criteria.
Select a task:
To perform another search, click Refresh.
To display the partner information, select a record and click OK. The Partner Maintenance window opens.
Click Close to close the window.
To create a partner:
Navigate: From the main menu, select Control > Partner. The Partner Find window opens.
In the Action field, select New.
In the Partner Type field, select the type of partner.
Click OK. The Partner Maintenance window opens.
In the first field, enter an ID and description for the partner.
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Note:
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In the Currency field, enter the code for the partner's currency, or click the LOV button and select the currency.
In the Language field, enter the ID of the partner's language, or click the LOV button and select the language.
In the Status field, indicate whether the partner is active or inactive.
In the Contact fields, enter the name, telephone number, fax number, telex, and e-mail for the primary contact person at the partner's location.
If you are creating a Bank partner, enter an amount in the Line of Credit field in the currency of the partner.
For all partners but banks, enter the applicable details in the Details area.
Add an address for the partner.
Click OK to save your changes and close the window.
To record invoice matching attributes for a partner:
Navigate: From the main menu, select Control > Partner. The Partner Find window opens. Search for and retrieve a partner in Edit mode. The Partner Maintenance window opens.
From the Options menu, select Invoicing Attributes. The Invoicing Attributes window opens.
Select the invoice matching attributes that apply to the current partner.
Click OK to save your changes and close the window.
To view regions:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
Select Region on the tree structure and click View. The Region Maintenance window opens.
Click OK to close the window.
To view chains:
Navigate: From the main menu, select Action > Organizational Hierarchy. The Organization Hierarchy Main Form window opens.
Select Chain on the tree structure and click View. The Chain Maintenance window opens.
Click OK to close the window.
To view an organizationl unit:
Navigate: From the main menu, select Control > Setup > Org Unit > View. The Organizational Unit window opens.
Click OK to close the window.
The Customer Segment Group window allows the user to edit the customer segment types. See the following related topics for more information:
Edit Customer Segment Types
Add Customer Segment Types
View Customer Segments Types
To edit customer segment types:
Navigate: From the main menu, select Control > Customer Segment Group > Edit. The Customer Segment Types window opens.
Select a Customer Segment Type from the list.
Enter changes to the Segment Type or description
Click OK to close the window and save your changes.
To add customer segment types:
Navigate: From the main menu, select Control > Customer Segment Group > Edit. The Customer Segment Types window opens.
Click Add to enter a new Customer Segment Type and description.
Click OK to close the window and save your changes.
To view customer segments types:
Navigate: From the main menu, select Control > Customer Segment Group > View. The Customer Segment Types window opens.
Click OK to close the window.
The Customer Segments window allows the customer to view, add, edit, or delete the customer segments. See the following related topics for more information:
Add Customer Segments
Edit Customer Segments
View Customer Segments Types
To edit customer segments:
Navigate: From the main menu, select Control > Customer Segment Group > Edit. The Customer Segment Group window opens. Click Segments. The Customer Segments window opens.
To add customer segments:
Navigate: From the main menu, select Control > Customer Segment Group > Edit. The Customer Segment Types window opens. Click Segments. The Customer Segments window opens.
Click Add to enter a new Customer Segment ID and description.
Click OK to close the window and save your changes.
