Contents

List of Figures

List of Tables

Title and Copyright Information

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Preface

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

1 Installation Overview

• Pre-installation
• Database Partitioning Strategy
• Installation Order
• Installation Processes
• Product Compatibility
• Oracle E-Business Suite and PeopleSoft
• Oracle Retail POS Suite
• Oracle Retail Advanced Inventory Planning
• Oracle Retail Predictive Application Server

2 Merchandising Operations Management Applications

• Oracle Retail Merchandising System
• Oracle Retail Trade Management
• Oracle Retail Sales Audit
• Oracle Retail Allocation
• Oracle Retail Invoice Matching
• Oracle Retail Price Management
• Oracle Retail Active Retail Intelligence

3 Oracle Retail Application Administration Console

• Oracle Retail Application Administration Console Overview
  • Technical Overview
  • Integration
  • Navigation
    • Accessing RAAC
• Manage Roles
  • Roles Explained
    • Job Roles
    • Duty Roles
    • Privilege Roles
  • Security
  • Task Flows
  • Manage Duty Roles
    • Add
    • Edit
    • Delete
    • Export to Excel
  • Manage Roles Mapping
    • Duplicate
    • Delete
    • Export to Excel
    • Select and Add
    • Remap
  • Backup Roles Mapping
• Manage Application Navigator
  • Managing Application Links
    • Add
    • Duplicate
    • Delete
    • Export to Excel
• Manage Notifications
  • Notification Types
    • Add
    • Edit
    • Delete
    • Export to Excel
  • Notification Groups and Roles
    • Create/Add Notification Group
    • Add Job Role
    • Edit
    • Delete
    • Export to Excel

4 Oracle Retail Merchandising System

• Information Maintained by RMS
  • Seed Data
  • Foundation Data
    • Organizational Hierarchy
    • Merchandise Hierarchy
    • Supplier and Partner Management
  • Item Maintenance
  • Purchasing
  • Contracts
  • Deals
  • Cost Management
  • Multiple Sets of Books
  • Inventory Control
    • Transfers
    • Returns to Vendor
    • Inventory Adjustments
    • Purchase Order Receipts (Shipments)
    • Stock Counts
  • Replenishment
  • Franchise Management
    • Franchise Pricing
    • Franchise Ordering
    • Franchise Returns
  • Stock Ledger
  • Investment Buy
• RMS Integration with Other Applications
  • RMS and RTM
  • RMS and ReSA
    • Sales Upload Process
  • RMS and RPM
  • RMS and Allocation
  • RMS and Invoice Matching
  • RMS and ARI
  • RMS and Xcenter/Xstore
• Implementation Rules for Custom APIs
  • Item and Purchase Order Approval
  • Custom Function Definition
  • Notes
  • Custom Tax Configuration in RMS
  • Defining Custom Taxation Rules
• Internationalization

5 Oracle Retail Trade Management

• Master Data
• Landed Cost
• Expenses
  • Country Level Expenses
  • Zone Level Expenses
• Assessments
• Purchasing
• Letter of Credit
• Transportation
• Customs Entry
• Obligations
• Actual Landed Costs
• RTM Integration with Other Applications
  • Integration with RMS
  • Integration with Oracle Retail Invoice Matching
  • Integration with External Partners
    • Sharing the Letter of Credit Data with the Trading Partners
  • Integration with Customs Broker
    • Upload of HTS Data
  • Integration with Supply Chain Partners
• User Setup and Security
• Simplified RTM Configuration
• Other Features

6 Oracle Retail Sales Audit

• Information Maintained by ReSA
  • System Options
  • Foundation Data
  • Totals
  • Audit Rules
  • Error Codes
  • Automatic Audit Process
  • Interactive Audit Process
  • Summary Views
  • Automated Clearing House (ACH) Processing
  • Escheatment Processing
  • Audit Trail
  • Reporting
• Integration with Other Applications
  • Integration with Oracle Retail Merchandising System
  • Integration with Xstore Point-of-Service and Order Management System
  • Integration with Oracle Retail Invoice Matching
  • Integration with Oracle General Ledger
  • Integration with Automated Clearing House
  • Integration with Universal Account Reconciliation Solution
  • Integration with Store Inventory Management
  • User Setup and Security
• ReSA Accessibility Mode
  • Configuring Application for Screen Reader Mode
    • Setting Accessibility to Default

7 Oracle Retail Operational Insights

• Overview
  • Operational Insights Reports and ADF Applications
• Setup and Configuration
  • Sizing Information
  • Factors to Consider for Sizing
  • Reporting Scenarios
• Security and SSO
• Internationalization
  • Translation
  • Multi-Language Setup
• Performance
  • Operational Maintenance and Performance Considerations
  • Key Factors in Performance
• Leading Practices
  • Customization
  • Database Configuration
  • Oracle BI EE Best Practices
• Frequently Asked Questions
• Accessibility Mode
• Configuring Application for Screen Reader Mode
  • Setting Accessibility to Default
  • Other configurations in Operational Insights
• Application Specific Configurations
  • Setting Up System Options in Allocation for Operational Insights Reports
  • Setting Up System Options in Invoice Matching for Operational Insights Reports

8 Oracle Retail Allocation

• Information Maintained by Allocation
• Implementation Considerations
  • Allocation Item Types
    • Items Not Supported By Allocations
  • Size Profile
  • Auto Quantity Limits
• Integration with Other Applications
  • Allocation and RMS
  • Allocation and RPM
  • Allocation and RTM
  • Allocation and ReSA
  • Allocation and ReIM
  • Allocation and ARI
  • Allocation and AP
  • Allocation and SPO
• Allocation System Options
  • System Properties
  • User Group Properties
• Database Statistics
• Internationalization

9 Oracle Retail Invoice Matching

• Information Maintained by ReIM
• Integration with Other Applications
  • Invoice Matching and RMS
  • Invoice Matching and RTM
  • Invoice Matching and ReSA
  • Invoice Matching and RPM
  • Invoice Matching and Allocation
  • Invoice Matching and ARI
  • Invoice Matching and Financial Systems
  • Invoice Matching and PeopleSoft
  • Invoice Matching and External Suppliers
• Internationalization

10 Oracle Retail Price Management

• Functional Design
• System Options and Defaults
• RPM in the Oracle Retail Footprint
• Foundation Data
  • Aggregation Data Functional Overview
    • Adding a New Hierarchy in RMS
  • Link Codes Functional Overview
    • Link Codes and Worksheets/Merchandise Extract
    • Error Descriptions
  • Market Basket Codes Functional Overview
  • Zone Structures Functional Overview
  • Price Guides Functional Overview
  • Calendar
  • Candidate Rules Functional Overview
    • Candidate Rule Condition Definition Fields
• Price and Promotion Data
  • Creating Price Events - Best Practices
  • Creating Price Events - Data Integrity
  • Viewing Full Column Detail for a Price Event
  • Price Event Exceptions/Exclusions
  • System Generated Exclusions
  • System Generated Exclusions Tolerance %
  • Maintain Approved System Generated Exclusions
  • Upload a Price Event Item List
  • Custom Attributes in RPM
    • Custom Attributes via the Price Event Injector
  • Emergency Price Events
  • Price Changes
  • Clearances
  • Deleting a Clearance
    • Clearance Reset Rules and Functionality
    • Adding a Clearance Reset Date
    • Removing a Clearance Rest Date
  • Promotions
  • Simple Promotion Component
  • Threshold Promotion Component
  • Multi-buy Promotion Component
  • Finance Promotion Component
  • Transaction Promotion Component
  • Time-Based Promotions
  • Canceling a Time-Based Promotion
  • Overlapping Promotions
    • Overlapping Simple Promotions
  • Promotion Maintenance Functionality
  • Promotion Constraints
  • Pricing Strategies
  • Future Retail
  • Price Inquiry
  • Price Event Injector
    • Overall Use
    • Price Changes
    • Clearance
    • Promotions
• Coupon Handling
  • Worksheet
  • Location Moves
• Layering within the RPM Application
• Integration with Other Applications
  • RPM and RMS/RTM/ReSA
  • RPM and RTM
  • RPM and ReSA
  • RPM and Oracle Retail Allocation
  • RPM and ReIM
  • RPM and ARI
• RPM Users and Security
  • Application Level Security
  • Data Level Security
• System Options
  • Allow Complex Promotions
    • Business Example
  • Allow ItemList Explode
  • Apply Promo Change Type 1st
    • Business Example
  • Clear/Promotion Overlaps
    • Business Examples
  • Clearance Reset Inquiry Max
  • Conflict History Days After
  • Conflict History Days Before
  • Cost Calculation Method
    • Business Example
  • Default Out of Stock Days
    • Business Example
  • Default Reset Date
    • Business Example
  • Display And/Or Condition
    • Business Example
  • Display Conflicts Only
    • Days Event Displayed Before VDATE
    • Days Event Displayed After VDATE
  • Dynamic Area Differentials
  • Ends in Digits for Zero Decimal Currencies
  • Event ID Required
  • Exact Deal/Funded Promotion Dates
    • Business Example
  • Filter Price Change/Clearance Results
  • Inherit New Zone's Regular Retail
  • Location Move Lead Time
    • Business Example
  • Location Move Purge Days
    • Business Example
  • Maximum Number of Buy Lists
    • Business Example
  • Maximum Number of Promotion Component Details
  • Maximum Number of Overlapping Promotion Component Details
    • Business Example
  • Maximum Number of Reward Lists
    • Business Example
  • Maximum Search Results - Clearances
    • Business Example
  • Maximum Search Results - Price Changes
    • Business Example
  • Maximum Search Results - Price Inquiry
  • Maximum Worksheet Search Result
  • Minimize Worksheet Data Filter Screen
  • Multiple Item/Loc Promotions
  • Number (#) of Days Rejects Held (PC Clear)
  • Number (#) of Days Rejects Held (Promo)
  • Open Zone Use
    • Business Example
  • Past Markup Events Display Count
  • Price Change Processing Days
    • Business Example
  • Price Change/Promotion Overlaps
  • Pricing Strategy Default Effective Day
    • Business Example
    • Business Example Rules
  • Pricing Strategy Review Period Overlap
  • Promotion End Date Required
  • Promotion History Months
  • Promotion Overlap
    • RPM_SYSTEM_OPTIONS.LOC_MOVE_PROM_OVERLAP_BEHAVIOR
    • Extend Old Zone's Promotion and Do Not Inherit New Zone's Overlapping Promotions
    • End Old Zone's Promotion and Inherit New Zone's Overlapping Promotions
    • Do Not Start Old Zone's Overlapping Promotions and Inherit New Zone's Overlapping Promotions
  • Promotion Search Maximum
  • Purge Reset Clearance Months
    • Business Example
  • Recognize WH as Locations
  • Sales Calculation Method
    • Business Example
    • Components of the Calculation
  • SIM Indicator
  • Simple Promo Overlap Rule
  • Skip Conflict Checking During Submit
  • Skip Conflict Checking During Complex Promotion Approval
  • System Generated Exclusions Tolerance %
  • Unique Unit of Measure
  • Update Item Attributes
  • Zone/Parent Ranging
• System Defaults
  • Currency
  • Diff Type
  • Ignore Constraints
  • Item Level
  • Maintain Margin Strategy Method
  • Pricing Strategy
  • Type
• Implementation Considerations
  • Conversion/Configuration Business Processes
• Internationalization

11 Oracle Retail Active Retail Intelligence

• Exception Reporting
• Workflow Management
• Enterprise Process Modification
• Integration with Other Applications
• ARI Security