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Oracle® Retail Merchandising System User Guide
16.0
E65443-01
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Contents
List of Figures
List of Tables
Title and Copyright Information
Send Us Your Comments
Preface
Audience
Documentation Accessibility
Customer Support
Improved Process for Oracle Retail Documentation Corrections
Oracle Retail Documentation on the Oracle Technology Network
Conventions
1
Common User Interface Controls
Log on to the Application
Using the Help
Navigation Area
Application Navigator
Favorites
Tasks
Notifications
Reports
Specifying Preferences
Regional Options
Language Options
Accessibility Options
Table Menu Options
Action Menu and Icons
View Menu
Screen Level Action - Icons and Buttons
Searching for an Entity
Searching for a Deal Through the Basic Search Criteria
Searching for a Deal Through the Advanced Search Criteria
Personalize Saved Search
Create Saved Search
Viewing all the Sections Within a Window
Logging Out of the Application
2
Foundation Data
Organizational Hierarchy Overview
Organizational Hierarchy Window
Hierarchy Structure
Hierarchy Table
Hierarchy Table - Actions Menu and Icons
Hierarchy Table - View Menu and Icons
Hierarchy Toolbar
Creating a Chain
Editing Chains
Chains Window
Chains - Actions Menu and Icons
Chains - View Menu and Icons
Chains Toolbar
Creating an Area
Editing Areas
Areas Window
Areas - Actions Menu and Icons
Areas - View Menu and Icons
Areas Toolbar
Creating a Region
Editing Regions
Regions Window
Regions - Actions Menu and Icons
Regions - View Menu and Icons
Regions Toolbar
Creating a District
Editing Districts
Districts Window
Districts - Actions Menu and Icons
Districts - View Menu and Icons
Districts Toolbar
Creating a Store
Editing Stores
Store Window
Like Store
Add a Zoning Location to a Store
Store Toolbar
Walk-through Stores Window
Walk-through Stores - Actions Menu and Icons
Walk-through Stores - View Menu and Icons
Walk-through Stores Toolbar
Adding a Walk-Through Store
Creating a Warehouse
Editing Warehouses
Warehouse Window
Warehouse Toolbar
Virtual Warehouses Window
Virtual Warehouses - Actions Menu and Icons
Virtual Warehouses - View Menu and Icons
Virtual Warehouse Toolbar
Adding Virtual Warehouses
Editing Virtual Warehouses
Warehouse Department Parameters Window
Warehouse Department Parameters - Actions Menu and Icons
Warehouse Department Parameters - View Menu and Icons
Warehouse Department Parameters Toolbar
Adding Warehouse Department Parameters
Editing Warehouse Department Parameters
Addresses Window
Addresses - Actions Menu and Icons
Addresses - View Menu and Icons
Addresses Toolbar
Maintaining Addresses
Maintaining Addresses for a Store
Maintaining Addresses for a Warehouse
Maintaining an Address for a Supplier
Maintaining an Address for a Partner
Adding an Address
Adding an Address from Existing
Editing an Address
Store Location Traits Window
Store Location Traits - Actions Menu and Icons
Store Location Traits - View Menu and Icons
Store Location Traits Toolbar
Adding Store Location Traits
Location Delivery Schedules Window
Location Delivery Schedules Header
Location Delivery Schedules Table
Location Delivery Schedules Table - Actions Menu and Icons
Location Delivery Schedules Table - View Menu and Icons
Location Delivery Schedules Toolbar
Managing Location Delivery Schedules
Adding a Delivery Schedule at the Store or Warehouse Level
Adding a Delivery Schedule at the Supplier Level
Managing Delivery Schedules
Source Delivery Exceptions Window
Source Delivery Exceptions Table
Source Delivery Exceptions Table - Actions Menu and Icons
Source Delivery Exceptions Table - View Menu and Icons
Source Delivery Exceptions Toolbar
Adding Source Delivery Exceptions
Adding Exceptions
Creating Location Lists
Location List Window
Location List Toolbar
Location List Detail Window
Location List Detail Table
Location List Details - Actions Menu and Icons
Location List Detail - View Menu and Icons
Location List Details Toolbar
Adding Locations to Location Lists
Location List Criteria Window
Location List Criteria Table
Locations List Criteria - Actions Menu and Icons
Location List Criteria Table - View Menu and Icons
Location List Criteria Toolbar
Maintaining Location List Criteria
Adding Location List Criteria
Editing Location List Criteria
Rebuilding Location Lists
Managing Location Lists
Searching for a Location List
Searching for a Location List Through the Basic Search Criteria
Searching for a Location List Through Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Location List Search Toolbar
Creating Location Lists from Existing
Editing Location Lists
Changing Cost Zones
Change Cost Zones Toolbar
Mass Update Cost Zones
Changing Location Traits
Change Location Traits Table
Change Location Traits Table - Actions Menu and Icons
Change Location Traits Table - View Menu and Icons
Change Location Traits Toolbar
Mass Update Location Traits
Adding Location Traits
Editing Location Traits
Cost Zones Window
Cost Zone Groups
Cost Zone Group - Actions Menu and Icons
Cost Zone Groups/Zones/Locations - View Menu and Icons
Cost Zones
Cost Zones - Actions Menu and Icons
Cost Zones - View Menu and Icons
Cost Zone Locations
Cost Zone Location - Actions Menu and Icons
Cost Zone Locations - View Menu and Icons
Cost Zones Toolbar
Maintaining Cost Zones
Adding Cost Zone Groups
Adding Cost Zones
Adding Cost Zone Locations
Editing Cost Zone Locations
Merchandise Hierarchy Window
Merchandise Hierarchy Structure
Merchandise Hierarchy Table
Merchandise Hierarchy Table - Actions Menu and Icons
Merchandise Hierarchy Table - View Menu and Icons
Merchandise Hierarchy Toolbar
Creating Divisions
Editing Divisions
Divisions Window
Divisions - Actions Menu and Icons
Divisions - View Menu and Icons
Divisions Toolbar
Creating Groups
Editing Groups
Groups Window
Groups - Actions Menu and Icons
Groups - View Menu and Icons
Groups Toolbar
Creating Departments
Editing Departments
Department Window
Department Toolbar
Department Up Charges Window
Locations
Locations - Actions Menu and Icons
Locations - View Menu and Icons
Up Charges
Up Charges - Actions Menu and Icons
Up Charges - View Menu and Icons
Rate Updates
Rate Updates - Actions Menu and Icons
Rate Updates - View Menu and Icons
Department Up Charges Toolbar
Maintaining Department Up Charges
Adding Locations
Adding Components
Editing Components
Adding Rate Updates
Editing Rate Updates
Department VAT Window
Department VAT Table - Actions Menu and Icons
Department VAT Table - View Menu and Icons
Department VAT Toolbar
Maintaining Department VAT Regions
Adding VAT Regions
Editing VAT Regions
Merchandise Hierarchy Defaults Window
Merchandise Hierarchy Defaults Table - Actions Menu and Icons
Merchandise Hierarchy Defaults Table - View Menu and Icons
Merchandise Hierarchy Defaults Toolbar
Maintaining Merchandise Hierarchy Defaults
Adding Defaults
Editing Defaults
Copy All
Creating Classes
Editing Classes
Classes Window
Classes - Actions Menu and Icons
Classes - View Menu and Icons
Classes Toolbar
Creating Subclasses
Editing Subclasses
Subclasses Window
Subclasses - Actions Menu and Icons
Subclasses - View Menu and Icons
Subclasses Toolbar
Pending Merchandise Hierarchy Search
Searching for a Pending Merchandise Hierarchy
Searching for a Pending Merchandise Hierarchy Through the Basic Search Criteria
Searching for a Pending Hierarchy Through Advanced Search Criteria
Results
Result - Actions Menu and Icons
Results - View Menu and Icons
Toolbar
Pending Merchandise Hierarchy Window
Pending Merchandise Hierarchy Toolbar
Editing a Pending Merchandise Hierarchy
Reclassification Window
Reclassifications
Reclassification - Actions Menu and Icons
Reclassification - View Menu and Icons
Detail
Detail - Actions Menu and Icons
Detail - View Menu and Icons
Reclassifications Toolbar
Adding a New Reclassification
The Effects of Reclassifying Items
Reclassification Edit Checks
Online Edit Checks
Batch Processing Edit Checks
Item List Window
Item List Header
Allowed Hierarchies
Allowed Hierarchies - Actions Menu and Icons
Allowed Hierarchies - View Menu and Icons
Item List Toolbar
Creating Item Lists
Rebuilding Item Lists
Item List Criteria Window
Item List Criteria Table
Item List Criteria - Actions Menu and Icons
Item List Criteria - View Menu and Icons
Item List Criteria Toolbar
Adding Item List Criteria
Item List Items Window
Item List Items Table
Item List Items - Actions Menu and Icons
Item List Items - View Menu and Icons
Item List Items Toolbar
Adding Items to Item Lists
Managing Item Lists
Searching for an Item List
Searching for an Item List Through the Basic Search Criteria
Searching for an Item List Through Advanced Search Criteria
Results
Result - Actions Menu and Icons
Results - View Menu and Icons
Item List Search Toolbar
Changing VAT Rates
Change VAT Rates Toolbar
Changing UDAs
List of Values
List of Values - Actions Menu and Icons
List of Values - View Menu and Icons
Dates
Dates - Actions Menu and Icons
Dates - View Menu and Icons
Free Form Text
Free Form Text - Actions Menu and Icons
Free Form Text - View Menu and Icons
Change UDAs Toolbar
Adding User Defined Values
Adding Dates for UDAs
Adding Text for UDAs
Changing Seasons
Change Season Table
Change Season Table - Actions Menu and Icons
Change Seasons - View Menu and Icons
Change Seasons Toolbar
Maintaining Seasons and Phases
Adding Seasons and Phases
Changing Seasons and Phases
Deleting Seasons and Phases
Differentiator Groups Window
Group
Groups - Actions Menu and Icons
Groups - View Menu and Icons
Group Details
Group Details - Actions Menu and Icons
Group Details - View Menu and Icons
Differentiator Groups Toolbar
Adding a New Differentiator Group
Adding Group Details to Differentiator Groups
Editing a Differentiator Group
Creating Differentiator Ranges
Range
Detail
Details - Actions Menu and Icons
Details - View Menu and Icons
Differentiator Range Toolbar
Creating a Differentiator Range
Adding Diff Group Details
Editing Diff Group Details
Managing Diff Ranges
Differentiator Ratio Window
Differentiator Ratio Toolbar
Creating a Differentiator Ratio
Editing a Differentiator Ratio
Differentiator Ratio Detail Window
Diff Ratio Detail Table
Diff Ratio Detail Table - Actions Menu and Icons
Diff Ratio Detail Table - View Menu and Icons
Diff Ratio Detail Toolbar
Editing Diff Ratio Details
Managing Diff Ratios
Searching for a Diff Ratio
Searching for a Diff Ratio Through the Basic Search Criteria
Searching for Diff Ratios Through Advanced Search Criteria
Results
Result - Actions Menu and Icons
Results - View Menu and Icons
Diff Ratio Search Toolbar
Supplier Management
Supplier/Supplier Site Window
Header
Contact Information
Comments
Ordering
Contracts and Replenishment
Receiving
Invoicing
Returns
Other Attributes
Importers/Exporters
Importers/Exporters - Actions Menu and Icons
Importers/Exporters - View Menu and Icons
Routing Locations
Routing Locations - Actions Menu and Icons
Routing Locations - View Menu and Icons
Supplier/Supplier Site Toolbar
Supplier/Supplier Site - More Actions Menu
Creating a Supplier
Adding Importers/Exporters
Editing Importers/Exporters
Adding Routing Locations
Editing Routing Locations
Supplier Import Attributes
Import Attributes
Beneficiary Attributes
Supplier Import Attributes Toolbar
Supplier Inventory Management
Replenishment
Due Order Processing
Investment Buy
Scaling
Rounding
Supplier Minimums
Truck Splitting
Bracket Constraints
Other Attributes
Supplier Inventory Management Toolbar
Supplier Brackets
Supplier Brackets Table
Supplier Brackets Table - Actions Menu and Icons
Supplier Brackets Table - View Menu and Icons
Supplier Brackets Toolbar
Adding Bracket Values
Editing Bracket Values
Supplier Org Unit
Supplier Org Unit Table
Supplier Org Unit Table - Actions Menu and Icons
Supplier Org Unit - View Menu and Icons
Supplier Org Unit Toolbar
Adding Organizational Unit Information for Suppliers
Editing Organizational Unit Information for Suppliers
Supplier Traits
Supplier Traits Table
Supplier Traits Table - Actions Menu and Icons
Supplier Traits Table - View Menu and Icons
Supplier Traits Toolbar
Adding Supplier Traits
Managing a Supplier
Searching for a Supplier
Searching for a Supplier Through the Basic Search Criteria
Searching for a Supplier Through Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Supplier Search Toolbar
Creating a Supplier/Supplier Site
Editing a Supplier
Editing a Supplier Site
Partners Window
Header
Comments
Partner Toolbar
Creating a Partner
Editing a Partner
Specifying Invoicing Attribute
Managing Partners
Searching for a Partner
Searching for a Partner Through the Basic Search Criteria
Searching for a Partner Through Advanced Search Criteria
Results
Result - Actions Menu and Icons
Results - View Menu and Icons
Partner Search Toolbar
Expense Profiles
Header
Shipping Routes
Shipping Routes - Actions Menu and Icons
Shipping Routes - View Menu and Icons
Expenses
Expenses - Actions Menu and Icons
Expenses - View Menu and Icons
Rate Updates
Rate Updates - Actions Menu and Icons
Rate Updates - View Menu and Icons
Expense Profile Toolbar
Adding Shipping Routes at Country Level
Adding Shipping Routes at Zone Level
Adding Shipping Routes to Country Expense Profiles
Adding Expenses
Editing Expenses
Adding Rate Updates
Editing Rate Updates
Data Loading Status
Table
Table - Actions Menu and Icons
Data Loading Status - View Menu and Icons
Data Loading Status Toolbar
3
Items
Creating Items
Regular Item
Item Groups
Diffs
Packs
Simple Pack
Complex Pack
Deposit Items
Consignment Items
Concession Items
Transformable Items
Create Item Window
Creating a One Level Item
Creating a Two Level Item without Diffs
Creating a Two Level Item with Diffs
Creating a Concession/Consignment Item
Creating a Deposit Item
Creating a Transformable Item
Creating a Simple Pack
Creating a Complex Pack
Item Window
Item Header
Descriptions
Pack
Cost and Price
Usage and Units
Attributes
Differentiators
Grocery Attributes
Comments
Item Toolbar
Item - More Actions Menu
Item Details
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Item Suppliers
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Item Suppliers Toolbar
Maintaining Item Suppliers
Adding Item Suppliers
Editing Item Suppliers
Item Supplier Countries
Country of Sourcing
Countries of Sourcing - Actions Menu and Icons
Countries of Sourcing - View Menu and Icons
Dimensions
Dimensions - Actions Menu and Icons
Dimensions - View Menu and Icons
Item Supplier Countries Toolbar
Maintaining Countries of Sourcing for a Supplier
Adding a Country of Sourcing for a Supplier of an Item
Editing Countries of Sourcing for a Supplier of an Item
Adding Dimensions for a Country of Sourcing
Editing Dimensions for a Country of Sourcing
Item Bracket Costing
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Item Bracket Costing Toolbar
Editing Bracket Costs for Worksheet Items
Item Supplier Countries of Manufacture
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Item Supplier Countries of Manufacture Toolbar
Maintaining Manufacturing Countries for a Supplier
Adding a Country of Manufacture for a Supplier of an Item
Item Supplier Units of Measure
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Item Supplier UOM Toolbar
Maintaining Units of Measure for a Supplier
Adding a Unit of Measure for a Supplier of an Item
Item Expenses
Shipping Routes
Shipping Routes - Actions Menu and Icons
Shipping Routes - View Menu and Icons
Expenses
Expenses - Actions Menu and Icons
Expenses - View Menu and Icons
Item Expenses Toolbar
Maintaining Item Expenses
Adding a Shipping Route
Adding Expenses
Editing Expenses
Viewing an Item Supplier Country List
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Item Supplier Country List Toolbar
Retail by Cost Zone
Price Zone Retail
Price Zone Retail - Actions Menu and Icons
Price Zone Retail - View Menu and Icons
Price Zone Locations
Price Zone Locations - Actions Menu and Icons
Price Zone Locations - View Menu and Icons
Retail by Zone Toolbar
Editing a Retail Price of an Item by Zones
Item Locations
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Item Locations Toolbar
Maintaining Item Locations
Adding Locations
Editing Locations
Item Up Charges
Locations
Locations - Actions Menu and Icons
Locations - View Menu and Icons
Up Charges
Up Charges - Actions Menu and Icons
Up Charges - View Menu and Icons
Item Up Charges Toolbar
Maintaining Item Up Charges
Adding Locations
Adding Components
Editing Components
Advanced Delete
Create Children Window
Ranges
Differentiators
Pending Child Items
Pending Child Items - Actions Menu and Icons
Pending Child Items - View Menu and Icons
Create Children Toolbar
Create Child Items for Items with Diffs
Applying a Diff Range
Applying Diffs
Editing Pending Child Items
Item Children
Table
Table - Actions Menu and Icons
Items - View Menu and Icons
Item Children Toolbar
Maintain Item Children
Adding Items
Item Children by Diff
Table
Table - Actions Menu and Icons
Items - View Menu and Icons
Item Children by Diff Toolbar
Maintain Item Children by Diff
Mass Update
Item Approval Errors
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Item Approval Erros Toolbar
Item Location Traits
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Item Location Traits Toolbar
Maintaining Item Location Traits
Updating Multiple Locations
Updating a Single Location
Viewing Item Location Traits
Simple Pack Set Up
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Simple Pack Setup Toolbar
Creating a Simple Pack from an Existing Item
Adding Pack Information
Creating Packs
Editing Pack Items
Viewing Pack Items
Pack Item Details
Components
Components - Actions Menu and Icons
Components - View Menu and Icons
Supplier Pack Template Description
Supplier Pack Template - Actions Menu and Icons
Supplier Pack Template - View Menu and Icons
Pack Item Details Toolbar
Maintaining Pack Item Details
Simple Packs
Complex Packs
Adding Components for Complex Packs
Adding Supplier Pack Templates
Item Transformation
Sellable Items
Sellable Items - Actions Menu and Icons
Sellable Items - View Menu and Icons
Yield from Orderable
Yield from Orderable - Actions Menu and Icons
Yield from Orderable - View Menu and Icons
Item Transformation Toolbar
Transforming an Item
Adding Sellable Items
Substitute Items
Locations
Locations - Actions Menu and Icons
Locations - View Menu and Icons
Substitute Items
Substitute Items - Actions Menu and Icons
Substitute Items - View Menu and Icons
Substitute Items Toolbar
Maintaining Substitute Items
Adding a Location
Editing a Location
Adding a Substitute Item
Item UDAs
UDA Defaults
List of Values
List of Values - Actions Menu and Icons
List of Values - View Menu and Icons
Dates
Dates - Actions Menu and Icons
Dates - View Menu and Icons
Free Form Text
Free Form Text - Actions Menu and Icons
Free Form Text - View Menu and Icons
Item UDAs Toolbar
Maintaining User Defined Values
Adding List of Values
Adding Dates for UDAs
Adding Free Form Texts for UDAs
Related Items
Item Relationship
Item Relationship - Actions Menu and Icons
Item Relationship - View Menu and Icons
Related Items
Related Items - Actions Menu and Icons
Related Items - View Menu and Icons
Related Items Toolbar
Maintaining Related Items
Adding an Item Relationship
Adding Related Items
Editing Related Items
Recording Item Import Attributes
Item Import Attributes Toolbar
Eligible Tariff Treatments
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Eligible Tariff Treatments Toolbar
Maintain Tariff Treatments at the Item Level
Adding Tariff Treatments
Item HTS
HTS
HTS - Actions Menu and Icons
HTS - View Menu and Icons
Details
Assessments
Assessments - Actions Menu and Icons
Assessments - View Menu
Item HTS Toolbar
Maintaining HTS Classifications and Assessments for Items
Adding HTS
Adding Assessment
Editing Assessment
Item VAT
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Item VAT Toolbar
Maintaining VAT Codes for Items
Adding VAT Codes
Item Seasons
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Item Seasons Toolbar
Maintaining Seasons and Phases
Adding Seasons and Phases
Item Tickets
Item Tickets Table
Item Ticket Table - Actions Menu and Icons
Item Tickets Table - View Menu and Icons
Item Tickets Toolbar
Adding a Ticket Type
Item Images
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Item Images Toolbar
Maintaining Item Images
Adding Item Images
Editing Image Details
Viewing Unavailable Inventory
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Unavailable Inventory Toolbar
Viewing Open Orders by Item
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Open Orders By Item Toolbar
Managing an Item
Searching for an Item
Searching for an Item Through the Basic Search Criteria
Searching for an Item Through the Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Item Search Toolbar
Creating an Item
Creating the Like Item
Editing an Item
Changing Item/Location Attributes
Apply Updates to
Apply Updates to- Actions Menu and Icons
Apply Updates to - View Menu and Icons
Location Attributes
Change Item/Loc Attributes Toolbar
Adding Locations
Download from Staging
Download from RMS
Upload from Staging
Upload from File
Update Staged Diffs
Item Parent Differentiators
Differentiators
Differentiators - Actions Menu and Icons
Differentiator - View Menu
Adding Differentiators
Editing Differentiators
Pending Child Items
Pending Child Items - Actions Menu and Icons
Pending Child Items - View Menu and Icons
Editing Pending Child Items
Staged Diffs Toolbar
Creating Pack Template
Detail
Detail - Actions Menu and Icons
Detail - View Menu and Icons
Create Pack Templates Toolbar
Adding Details
Adding a Like Template
Managing Pack Templates
Detail
Details - Actions Menu and Icons
Detail - View Menu and Icons
Manage Pack Template Toolbar
Packs by Component
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Packs By Component Toolbar
Ticket Request
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Format Menu
Ticket Request Toolbar
Adding Items
Items by UDA
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Items by UDA Toolbar
Adding UDA to Items
Editing UDAs of an Item
Scheduled Item Maintenance
Creating a Schedule
Schedule Detail
Schedule Detail - Actions Menu and Icons
Schedule Details - View Menu and Icons
Item/Loc Update Toolbar
Adding Schedule Detail
Manage Item/Loc Update Window
Creating a Product Restriction
Product Restriction Toolbar
Managing Product Restrictions
Searching for a Product Restriction
Searching for a Product Restriction Through the Basic Search Criteria
Searching for a Product Restriction Through the Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Product Restriction Search Toolbar
Creating from an Existing Product Restriction
Editing Product Restriction
4
Orders
Automatically Generated Purchase Orders
Manually Creating a Purchase Order
Creating an Order
Order
Order or Import Order
Shipping Information
Partners
Comments
Order Toolbar
Order - More Actions Menu
Editing an Exchange Rate
Viewing a Purchase Order
Creating a Contract Order
Creating Orders for Contracted Items
Creating a DSD Order
Creating a Purchase Order for a Pack Item
Adding a Prepack to the Purchase Order
Creating a Prepack Template
Distributing the Prepack
Editing a Differentiator
Applying a Range
Mass Update
Creating a Pre-Issue Order
Creating a Customer Order
Customer Details
Customer Header
Billing Information
Delivery Information
Other Information
Customer Details Toolbar
Maintaining Customer Details
Managing Orders
Searching for an Order
Searching for an Order Through the Basic Search Criteria
Searching for an Order Through Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Order Search Toolbar
Splitting an Order
Order Dates
Supplier Details
Order Revisions
Order Date Changes
Order Date Changes - Actions Menu and Icons
Oder Date Changes - View Menu and Icons
Cost and Quantity Changes
Cost and Quantity Changes - Actions Menu and Icons
Cost and Quantity Changes - View Menu and Icons
Order Revisions Toolbar
Viewing an Order Revision
Accepting a Revision Order
Appointments
Shipments
Required Documents
Adding Required Documents to a Purchase Order
Deleting Required Documents from a Purchase Order
Viewing Required Documents of a Purchase Order
Work Orders
Work Orders for Order No. Table
Work Orders for Order No. Table - Actions Menu and Icons
Work Orders for Order No. Table - View Menu
Item/Locations Table
Item/Locations Table - Actions Menu and Icons
Item/Locations Table - View Menu
Work In Progress Codes Table
WIP Codes Table - Actions Menu and Icons
WIP Codes Table - View Menu
Work Orders Toolbar
Creating Work Orders
Managing Work Orders
Deleting a Work Order
Deleting an Item/Locations Combination
Adding a WIP Code
Viewing Work Orders
Deleting a WIP Code
Letter of Credit
Viewing Letter of Credit Information
Recalculation
Inventory Management
Maintaining Order Inventory Information for a PO at the Order, Item, or Location Level
Maintaining Scaling Constraints
Maintaining Minimum Constraints
Maintain Truck Splitting Constraints
Order Due Status
Maintaining Supplier Pooling
Recalculating Quantities
Order Inventory Management Toolbar
Viewing Order Inventory Management Information
Deal Summary
Pre-Issued Order Numbers
Generation Schedule Table
Generation Schedule Table - Actions Menu and Icons
Generation Schedule Table - View Menu
Pre-Issue Order Numbers Toolbar
Creating a Schedule for Pre-Issue Order Numbers
Generating Order Numbers
Order Details
Order Header
Items
Items - Actions Menu and Icons
Items - View Menu
Locations
Locations - Actions Menu and Icons
Locations - View Menu
Allocation
Allocation - Actions Menu and Icons
Allocation - View Menu
Order Details Toolbar
Editing Items on an Existing Purchase Order
Editing Locations
Order HTS
Order HTS Header
HTS
HTS - Actions Menu and Icons
HTS - View Menu
Details
Assessments
Assessments - Actions Menu and Icons
Assessments - View Menu
Order HTS Toolbar
Viewing HTS
Adding HTS
Deleting HTS
Adding Assessment
Editing Assessment
Deleting Assessment
Order Pack Details
Order Pack Details Header
Pack Components
Pack Components - Actions Menu and Icons
Pack Components - View Menu
Order Pack Details Toolbar
Viewing Components of a Pack
Order Expenses
Order Expense Header
Order Expense Table
Order Expense Toolbar
Viewing Order Expenses
Adding Expense
Editing Expense
Order Summary
Order Summary Header
Locations
Locations - Actions Menu and Icons
Locations - View Menu
Items
Items - Actions Menu and Icons
Items - View Menu
Order Summary Toolbar
Viewing an Order Summary by Location
Order Distribution
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Order Distribution Toolbar
Maintaining Items in the Order Distribution Window
Adding Items to a Purchase Order
Editing Items on a new Purchase Order
Deleting All Items from a new Purchase Order
Distributing a Purchase Order
Order Distribution Advanced Filter
Distributing Items by Individual Diff
Distributing Items with Diff Matrix
Matrix Distribution
Copying Z Axis
Applying Diff Ratio
Distributing Items by Location
Distributing Items by Store Grade
Redistributing Items on a Purchase Order
Download Orders from Staging
Upload Orders from Staging
Download Orders from RMS
Upload Orders from File
Order Issues
Order Discounts
Purchase Order Approval Process
Submitting a Purchase Order for Approval
Approving a Purchase Order
Deleting a Purchase Order
Cancelling All Items on a Purchase Order
Reinstating a All Items of a Purchase Order
5
Contracts
Contract Types
Creating a Contract
Contract
Contract Header
Totals
Items
Items - Actions Menu and Icons
Items - View Menu and Icons
Details
Details - Actions Menu and Icons
Details - View Menu and Icons
Comments
Contract Toolbar
Contract - More Actions Menu
Adding the Total Cost to Type C and D Contracts
Adding Items to a Contract
Distributing Items of a Contract
Verifying or Editing the Cost of the Items
Recalculating and Completing the Contract
Editing Unit Costs of Items on a Contract
Editing the Unit Cost of Single Items on a Contract
Mass Update Cost
Contract Distribution
Contract Distribution Header
Distribute By
Item Table
Item Table - Actions Menu and Icons
Item Table - View Menu and Icons
Contract Distribution Toolbar
Contract Distribution Advanced Filter
Actions Menu and Icons
View Menu and Icons
Filter Items
Distributing Items by Location
Distributing Items by Ready Date
Distributing by Diff
Managing a Contract
Searching for a Contract
Searching for a Contract Through the Basic Search Criteria
Searching for a Contract Through Advanced Search Criteria
Results
Result - Actions Menu and Icons
Results - View Menu and Icons
Contract Search Toolbar
Editing a Contract
Copying a Contract
Parent/Diff Summary
Parent/Diff Summary Header
View By
Parent/Diff Summary Table
Parent/Diff Summary Table - Actions Menu and Icons
Parent/Diff Summary Table - View Menu
Viewing a Parent/Diff Summary
Dates
Contract Cost History
Searching the Cost of Items by Contract
Searching for the Cost of Items by Contract Through the Basic Search Criteria
Searching for the Cost of Items by Contract Through Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Contract Cost History Toolbar
Contract Order List
Contract Order List Header
Order Table
Order Table - Actions Menu and Icons
Order Table - View Menu and Icons
Contract Order List Toolbar
Viewing or Editing the Contract Order List
Changing the Status of a Purchase Order
Editing the Distribution Quantity on a Contract
Contract Approval Process
Submitting a Contract for Approval
Approving a Contract
Completing a Contract
Cancelling a Contract
Reinstating a Cancelled Contract
Unapprove a Contract
6
Deals
Types of Deals
Creating a Deal
Creating Purchase Order (PO) Specific Deals
Deal Window
Deal Header
Changing the Status of a Deal
Bill Back and Financials
Components
Components - Actions Menu and Icons
Components - View Menu and Icons
Adding Deal Components
Promotions
Buy/Get Item
Adding Buy/Get Item
Editing a Deal Component
Deleting a Deal Component
Item/Locations
Item/Locations - Actions Menu and Icons
Item/Locations - View Menu and Icons
Adding the Item/Locations to a Deal
Deleting an Item/Location
Thresholds
Thresholds - Actions Menu and Icons
Threshold - View Menu and Icons
Adding the Thresholds of a Deal
Editing the Threshold of a Deal
Deleting the Threshold
Threshold Revisions Popup
Adding Comments to a Deal
Deal Performance Window
Viewing Deal Performance Window
Deal Performance Header
Total
Total - Actions Menu and Icons
Total - View Menu and Icons
Editing Total of a Deal Component
Periods
Periods - Actions Menu and Icons
Periods - View Menu and Icons
Editing Periods of a Deal Component
Deal Toolbar
Deal - More Actions Menu
Proof of Performance
Viewing/Creating/Editing Proof of Performance Window
Proof of Performance Header
Terms Definition
Terms Definition - Actions Menu and Icons
Terms Definition - View Menu and Icons
Adding Proof of Performance Terms Definition
Editing Proof of Performance Terms Definition
Deleting Proof of Performance Terms Definition
Fulfillment
Fulfillment - Actions Menu and Icons
Fulfillment - View Menu and Icons
Adding Proof of Performance Fulfillment
Deleting Proof of Performance Fulfillment
Referenced Promotions
Deal Promotions - Actions Menu and Icons
Deal Promotions - View Menu and Icons
Adding Promotions to a Deal
Deleting Deal Promotions
Deal Dates
Viewing Deal Dates
Submitting a Deal
Approving a Deal
Managing a Deal
Searching for a Deal
Searching for a Deal Through the Basic Search Criteria
Searching for a Deal Through the Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Deal Search Toolbar
Creating a Deal
Creating from an Existing Deal
Editing a Deal
Viewing a Deal
Submitting a Deal
Approving a Deal
Rejecting a Deal
Creating a Fixed Deal
Fixed Deal Header
Merchandise Hierarchy
Merchandise Hierarchy - Actions Menu and Icons
Merchandise Hierarchy - View Menu and Icons
Adding Merchandise Hierarchy
Deleting Merchandise Hierarchy
Locations
Locations - Actions Menu and Icons
Locations - View Menu and Icons
Creating Locations to a Fixed Deal
Deleting Locations
Promotions
Promotions - Actions Menu and Icons
Promotions - View Menu and Icons
Adding Promotions to a Fixed Deal
Deleting Fixed Deal Promotions
Fixed Deals Toolbar
Fixed Deal - Terms Definition
Fixed Deal Terms Definition - Actions Menu and Icons
Fixed Deal Terms Definition - View Menu and Icons
Adding Fixed Deal Terms Definition
Editing Fixed Deal Proof of Performance Terms Definition
Deleting Fixed Deal Proof of Performance Terms Definition
Fixed Deal - Fulfillment
Fixed Deal Fulfillment - Actions Menu and Icons
Fixed Deal Fulfillment - View Menu and Icons
Adding Fixed Deal Proof of Performance Fulfillment
Deleting Fixed Deal Proof of Performance Fulfillment
Managing a Fixed Deal
Searching for a Fixed Deal
Searching For a Fixed Deal Through the Basic Search Criteria
Searching a Fixed Deal Through the Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Fixed Deal Search Toolbar
Creating a Fixed Deal
Editing a Fixed Deal
Viewing a Fixed Deal
Managing a Fixed Deal
Merchandise Hierarchy Table - Actions Menu and Icons
Merchandise Hierarchy Table - View Menu and Icons
7
Cost
Changing Costs by Item
Header
Items
Items - Actions Menu and Icons
Items - View Menu and Icons
Bracket Details
Bracket Details - Actions Menu and Icons
Bracket Details - View Menu and Icons
Cost Change by Item Toolbar
Creating Cost Changes by Item
Adding Items to a Cost Change
Mass Update
Adding Bracket Details to a Cost Change
Changing Costs by Location
Header
Items
Items - Actions Menu and Icons
Items - View Menu and Icons
Locations
Locations - Actions Menu and Icons
Locations - View Menu and Icons
Bracket Details
Bracket Details - Actions Menu and Icons
Bracket Details - View Menu and Icons
Cost Change by Location Toolbar
Creating Cost Changes by Location
Adding Items to a Cost Change
Mass Update Items
Adding Locations to a Cost Change
Mass Update Locations
Managing Cost Changes
Searching for a Cost Change
Searching for a Cost Change Through the Basic Search Criteria
Searching for a Cost Change Through Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Cost Change Search Toolbar
Editing a Cost Change
Cost Change Approval Process
Submitting a Cost Change for Approval
Approving a Cost Change
Rejecting a Cost Change
Cancelling a Cost Change
Downloading Cost Changes from Staging
Downloading Cost Changes from RMS
Uploading Cost Changes from Staging
Upload from File
8
Price
Price Change History
Looking Up a Price History
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Price Change History Toolbar
Competitor Price History
Searching for a Competitor Price
Searching for a Competitor Price Through the Basic Search Criteria
Searching for a Competitor Price Through Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Competitor Price History Toolbar
Editing a Competitor Price
Competitor Shop Request
Competitor Shop Request Table
Competitor Shop Request Table - Actions Menu and Icons
Competitor Shop Request - View Menu and Icons
Competitor Shop Request Toolbar
Creating a Competitive Shop List
Coupon Window
Header
Coupon Details
Coupon Toolbar
Creating a Coupon
Store Criteria Window
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Store Criteria Toolbar
Adding a Store to a Configuration
Merchandise Criteria Window
Table
Table - Actions Menu and Icons
Merchandise Criteria Toolbar
Adding an Item to a Configuration
Adding an Item Exclusion
Managing a Coupon
Searching for a Coupon
Searching for a Coupon Through the Basic Search Criteria
Searching for a Coupon Through Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Coupon Search Toolbar
Creating a Coupon from an Existing Coupon
Editing a Coupon
Coupon Resequence Window
Table
Table - Actions Menu and Icons
Coupon Resequence Toolbar
Resequencing the Coupon Order
9
Inventory
Inventory by Location
Viewing Inventory by Location
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Inventory by Location Toolbar
Inventory by Location - More Actions Menu
Unit of Measure
Standard UOM
Case
Sales/Issues by Location
Viewing Sales/Issues by Location Window
Sales/Issues by Location Toolbar
Sellable Pack Inquiry
Viewing Sellable Pack Inquiry
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Sellable Pack Inquiry Toolbar
Creating a Transfer
Transfer Window
Transfer Header
Locations
Comments
Transfer Toolbar
Transfer - More Actions Menu
Transfer Details
Items
Items- Actions Menu and Icons
Items - View Menu and Icons
Transfer Details Toolbar
Transfer Details - More Actions Menu
Currency
Unit of Measure
Maintaining Transfer Details
Adding Transfer Details Terms
Editing Transfer Details Items
Transfer Work Orders
Item Activities
Item Activities - Actions Menu and Icons
Item Activities - View Menu and Icons
Transfer Work Orders Toolbar
Adding a Work Order to a Transfer
Adding an Item Activity
Editing an Item Activity
Transfer Item Packing
Item Packing
From Item Table - Actions Menu and Icons
From Item Table - View Menu and Icons
To Item
Packing Results
From Item Table - Actions Menu and Icons
From Item Table - View Menu and Icons
To Item Table - Actions Menu and Icons
From Item Table - View Menu and Icons
Transfer Item Packing Toolbar
Packing an Item on a Transfer
Adding an Item and Explode Pack
Building the Pack
Transfer Item Transformation
Transform Item
From Item Table - Actions Menu and Icons
From Item Table - View Menu and Icons
To Item
Transformation Results
Transformation Results - Actions Menu and Icons
Transformation Results - View Menu and Icons
Transfer Item Transformation Toolbar
Transforming an Item
Adding and Transforming an Item
Editing an Item
Transfer Up Charges
Items
Items - Actions Menu and Icons
Items - View Menu and Icons
Up Charges
Up Charges - Actions Menu and Icons
Up Charges - View Menu and Icons
Transfer Up Charges Toolbar
Appointments
Viewing Appointments
Searching for an Appointment
Searching for an Appointment Through the Basic Search Criteria
Searching for an Appointment Through the Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Details
Details - Actions Menu and Icons
Details - View Menu and Icons
Appointments Toolbar
Other Attributes
Managing a Transfer
Searching for a Transfer
Searching for a Transfer Through the Basic Search Criteria
Searching for a Transfer Through the Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Transfer Search Toolbar
Creating from an Existing Transfer
Editing a Transfer
Transfer Approval Process
Submitting a Transfer for Approval
Approving a Transfer
Closing a Transfer
Creating a Mass Return Transfer
Mass Return Transfer Header
RTV
Items
Items - Actions Menu and Icons
Items - View Menu and Icons
Locations
Locations - Actions Menu and Icons
Locations - View Menu and Icons
MRT Toolbar
Mass Return Transfer - More Actions Menu
Adding Items to a Mass Return Transfer
Mass Update
Adding Locations to the Mass Return Transfer
Editing Locations on the Mass Return Transfer
Advanced Delete
Managing Mass Return Transfers
Searching for an MRT
Searching for an MRT Through the Basic Search Criteria
Searching for an MRT Through the Advanced Search Criteria
Results
Results - Actions Menu and
Results - View Menu and Icons
MRT Search Toolbar
Editing an MRT
Stock Order Reconciliation
Searching for a Shipment Receipt
Stock Order Exceptions
Stock Order Exceptions - Actions Menu and Icons
Stock Order Exceptions - View Menu and Icons
Carton Level Dispositions
Carton Level Dispositions - Actions Menu and Icons
Carton Level Dispositions - View Menu and Icons
Stock Order Reconciliation Toolbar
Creating a Bill of Lading
Bill of Lading Header
Items
Items - Actions Menu and Icons
Items - View Menu and Icons
Bill of Lading Toolbar
Adding Items
Manage Bills of Lading
Searching for Bill of Lading
Searching for a Bill of Lading Through the Basic Search Criteria
Searching for a BOL Through the Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
BOL Search Toolbar
Editing a BOL
Ship Purchase Order - Order Shipment
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Order Shipment Toolbar
Searching for a Shipment
Searching for a Shipment
Searching for a Shipment Through the Basic Search Criteria
Searching for a Shipment Through Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Shipment Search Toolbar
Shipment
Shipment
Details
Details - Actions Menu and Icons
Details - View Menu and Icons
Adjustments
Adjustments - Actions Menu and Icons
Adjustments - View Menu and Icons
Shipment Toolbar
Receiving a Shipment by Item
Shipment
Items
Items - Actions Menu and Icons
Items - View Menu and Icons
Receive By Item Toolbar
Receiving Shipments by Item
Adding Items to a Shipment to Receive
Receiving a Shipment by Carton
Shipment
Receive Carton
Receive Carton - Actions Menu and Icons
Receive Cartons - View Menu and Icons
Carton Contents
Carton Contents - Actions Menu and Icons
Carton Contents - View Menu and Icons
Receive By Carton Toolbar
Receiving Shipments by Carton
Receipt Adjustment by Units
Shipment
Adjust Units
Adjust Units - Actions Menu and Icons
Adjust Units - View Menu and Icons
Receipt Adjustment by Units Toolbar
Adjust Units Received
Inventory Adjustments
Inventory Adjustments By Item
Adjusting Inventory by Item
Table
Table - Actions Menu and Icons
Table View Menu and Icons
Inventory Adjustment by Item Toolbar
Adding Inventory Adjustments by Item
Editing Inventory Adjustments by Item
Inventory Adjustments By Location
Adjusting Inventory by Location
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Inventory Adjustment by Location Toolbar
Adding Inventory Adjustments by Location
Editing Inventory Adjustments by Location
Break Sellable Pack
Viewing Break Sellable Pack
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Break Sellable Pack Toolbar
Product Transformation
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Product Transformation Toolbar
Adding Items for the Product Transformation
Stock Counts
Stock Count Schedule Window
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Stock Count Schedule Toolbar
Adding Stock Count Schedules
Editing Stock Count Schedule
Creating a Stock Count Request
Stock Count Header
Merchandise Hierarchy
Merchandise Hierarchy - Actions Menu and Icons
Merchandise Hierarchy - View Menu and Icons
Locations
Locations - Actions Menu and Icons
Locations - View Menu and Icons
Stock Count Toolbar
Adding a Merchandise Hierarchy
Adding Locations
Rebuild Item List
Managing Stock Counts
Searching for a Stock Count
Searching for a Stock Count Through the Basic Search Criteria
Searching for a Stock Through Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Stock Count Search Toolbar
Stock Count Results
Items
Items - Actions Menu and Icons
Items - View Menu and Icons
Count Locations
Count Locations - Actions Menu and Icons
Count Locations - View Menu and Icons
Stock Count Results Toolbar
Editing the Result of a Stock Count
Adding Count Locations
Unit Variance and Adjustment
Stock Count
Stock Count - Actions Menu and Icons
Stock Count - View Menu and Icons
Details
Details - Actions Menu and Icons
Details - View Menu and Icons
Unit Variance and Adjustment Toolbar
Adjusting the Stock on Hand after a Stock Count
Virtual Warehouse Distribution
Physical Warehouse/Item
Physical Warehouse/Item - Actions Menu and Icons
Physical Warehouse/Item - View Menu and Icons
Virtual Warehouses
Virtual Warehouses - Actions Menu and Icons
Virtual Warehouses - View Menu and Icons
Virtual WH Distribution Toolbar
Redistributing Stock within a Physical Warehouse
Value Variance and Adjustment
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Value Variance and Adjustment Toolbar
Adjusting the Cost or Retail Value after a Stock Count
Creating a Return to Vendor Order
Return to Vendor
Return to Vendor Header
Items
Items - Actions Menu and Icons
Items - View Menu and Icons
Return to Vendor Toolbar
Maintaining Return to Vendor (RTV) Shipments
Adding Items
Editing Items
Mass Update
Supplier Details
Manage Returns To Vendor
Searching for an RTV
Searching for an RTV Through the Basic Search Criteria
Searching for an RTV Through the Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
RTV Search Toolbar
Editing an RTV
10
Franchise
Franchise Cost Template Window
Template
Up Charges
Up Charges - Actions Menu and Icons
Up Charges - View Menu and Icons
Franchise Cost Template Toolbar
Creating a Franchise Cost Template
Adding Up Charges to a Franchise Cost Template
Managing a Cost Template
Searching for a Franchise Cost Template
Searching for a Franchise Cost Template Through the Basic Search Criteria
Searching for a Franchise Cost Template through Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Franchise Cost Template Toolbar
Editing a Franchise Cost Template
Franchise Cost Relationships
Table
Table - Actions Menu and Icons
Table - View Menu and Icons
Franchise Cost Relationships Toolbar
Adding Cost Relationships
Editing Cost Relationships
Franchise Orders
Franchise Order Window
Franchise Order
Items
Items - Actions Menu and Icons
Items - View Menu and Icons
Franchise Order Transfers
Bill to Address
Franchise Order Toolbar
Creating a Franchise Order
Adding Items to a Franchise Order
Adding an Item or Reference Item
Adding a Complex Buyer Pack Item
Adding a Parent Item
Adding an Item List
Editing a Franchise Order
Editing Items on a Franchise Order
Recalculating Franchise Orders
Cancelling a Franchise Order
Managing a Franchise Order
Searching for a Franchise Order
Searching for a Franchise Order Through the Basic Search Criteria
Searching for a Franchise Order Through Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Franchise Order Search Toolbar
Franchise Return Window
RMA
Items
Items - Actions Menu and Icons
Franchise Return Toolbar
Creating a Franchise Return
Adding Items to a Franchise Return
Editing a Franchise Return
Editing Items on a Franchise Return
Applying a Mass Update for Items on a Franchise Return
Cancelling a Franchise Return
Managing a Franchise Return
Searching for a Franchise Return
Searching for a Franchise Return Through the Basic Search Criteria
Searching for a Franchise Return Through Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Franchise Return Search Toolbar
11
Replenishment
Creating Attributes
Managing Attributes at the Item Level
Managing Attributes at the Item List Level
Replenishment Attributes Window
Header
Source and Lead Times
Method
Replenishment Methods
Review Cycle
Primary Replenishment Pack
Replenishment Attributes Toolbar
Managing Attributes
Searching for a Replenishment Attribute
Searching for a Replenishment Attribute Through the Basic Search Criteria
Searching for a Replenishment Attribute Through Advanced Search Criteria
Results
Result - Actions Menu and Icons
Results - View Menu and Icons
Replenishment Attributes Search Toolbar
Mass Update
Replenishment Attribute History
Replenishment Attribute History Table
Replenishment Attribute History - Actions Menu and Icons
Replenishment Attribute History - View Menu and Icons
Replenishment Attribute History Toolbar
View Replenishment Attribute History
Master Replenishment Attributes
Master Attributes Toolbar
Viewing Master Attributes
Creating Scheduled Update
Managing Scheduled Updates
Searching for a Scheduled Update
Searching for a Scheduled Update Through the Basic Search Criteria
Searching for a Scheduled Update Through Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Scheduled Update Search Toolbar
Buyer Worksheet
Searching for a Buyer Worksheet
Searching for a Buyer Worksheet Through the Basic Search Criteria
Searching for a Buyer Worksheet Through Advanced Search Criteria
Scaling Constraints
Worksheet Items
Worksheet Items - Actions Menu, Buttons and Icons
Worksheet Items - View Menu and Icons
Buyer Worksheet Toolbar
Adding an Item to a Buyer Worksheet
Creating a Worksheet Order
Creating a Submitted/Approved Order
Add to Order
Split by Supplier
Replenishment Results
Results for Order
Results for Order Table - Actions Menu and Icons
Results for Order Table - View Menu and Icons
Method
Order Timing
Results
Expected Available Inventory
Stock On Hand
Inbound
Outbound
Non-Sellable
Due Order
Replenishment Results Toolbar
Recalculating an Order
Priority Groups
Priority Groups Table
Priority Groups Table - Actions Menu, Icons and Button
Priority Groups Table - View Menu and Icons
Priority Groups Toolbar
Adding a Priority Group
Editing a Priority Group
Priority Group Locations
Priority Group Locations Table
Priority Group Locations Table - Actions Menu and Icons
Priority Group Locations Table - View Menu and Icons
Priority Group Locations Toolbar
Adding a Priority Group Location
12
Finance
Stock Ledger Search Window
Searching for Stock Ledger Records
Searching for a Stock Ledger Record Through the Basic Search Criteria
Searching for a Stock Ledger Record Through Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Stock Ledger Search Toolbar
Stock Ledger Window
Stock Ledger Toolbar
Viewing Stock Ledger Records
Stock Ledger Download Window
Downloading the Stock Ledger Records
Stock Ledger Download Toolbar
Transaction Data
Searching for a Transaction
Searching for a Transaction Through the Basic Search Criteria
Searching for a Transaction Through Advanced Search Criteria
Searching for a Transaction by Reference Trace ID
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Transaction Data Search Toolbar
Average Cost Adjustment Window
Average Cost Adjustment Toolbar
Adjusting the Average Cost for an Item/Location
Receipt Adjustment by Cost Window
Header
Locations
Locations - Actions Menu and Icons
Locations - View Menu and Icons
Receipt Adjustment by Cost Toolbar
Adjusting the Unit Cost of an Item
13
Import Management
Letter of Credit
Letter of Credit Types
Letter of Credit Window
Letter of Credit
Partners
Banks
Conditions
Dates
LC Value
Terms
Comments
Letter of Credit Toolbar
Letter of Credit - More Actions Menu
Creating a Letter of Credit
Editing a Letter of Credit
Editing the Exchange Rate
LC Details
LC Details Header
LC Details Table
LC Details Table - Actions Menu and Icons
LC Details Table - View Menu and Icons
LC Details Toolbar
Deleting a PO from a Letter of Credit
View PO attached to a Letter of Credit
LC Activity
LC Activity Header
LC Activity Table
LC Activity Table - Actions Menu and Icons
LC Activity Table - View Menu and Icons
LC Activity Toolbar
Adding an LC Activity
Editing an LC Activity
LC Amendments
LC Amendments Header
LC Amendments Table
LC Amendments Table - Actions Menu/Icons and Button
LC Amendments Table - View Menu and Icons
LC Amendments Toolbar
LC Amendments - More Actions Menu
Adding Amendments
Deleting Amendments
Generating Amendment IDs
Managing Letters of Credit
Searching for an LC
Searching for an LC Through the Basic Search Criteria
Searching for an LC Through Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
LC Search Toolbar
Send Letter of Credit
Searching for a Letter of Credit to Send
Searching for an LC Through the Basic Search Criteria
Searching for an LC Through Advanced Search Criteria
Results
Results - Actions Menu and Buttons
Results - View Menu
Send LC Toolbar
Sending Selected LCs
Sending All LCs
Sending Amendments
Searching for an Amended LC
Searching for an Amended LC Through the Basic Search Criteria
Searching for an Amended LC Through Advanced Search Criteria
Results
Results - Actions Menu, Icons and Buttons
Results - View Menu
Send Amendments Toolbar
Sending Selected Amended LCs
Sending All Amended LCs
Letter of Credit Order Selection Window
LC Order Selection Header
Associate LCs with Orders Table
Associate LCs with Orders Table - Actions Menu, Icons and Buttons
Associate LCs with Orders Table - View Menu and Icons
LC Order Selection Toolbar
Associating LCs with Purchase Orders
Creating a New LC and associate LC with Purchase Order
Letters of Credit Approval Process
Submitting a Letter of Credit for Approval
Approving a Letter of Credit
Transportation
Transportation
Item and Quantities
Commercial Invoice
Shipment and Receipt
Freight
Totals
Comments
Transportation Toolbar
Transportation - More Actions Menu
Creating a Transportation
Transportation Details
Transportation Details Header
Delivery
Delivery Table - Actions Menu and Icons
Delivery Table - View Menu and Icons
Packing
Packing Table - Actions Menu, Icons and Button
Packing Table - View Menu and Icons
License/Visa
License/Visa Table - Actions Menu and Icons
Licence/Visa Table - View Menu and Icons
Claims
Claims Table - Actions Menu and Icons
Claims Table - View Menu and Icons
Transportation Details Toolbar
Adding a Delivery
Deleting a Delivery
Adding a Packing Information
Editing a Packing Information
Deleting a Packing Information
Adding a License/Visa
Editing a Licence/Visa
Deleting a Licence/Visa
Adding a Claim
Editing a Claim
Deleting a Claim
Transportation Shipments
Transportation Shipments Header
Transportation Shipments Table
Transportation Shipments - Actions Menu and Icons
Transportation Shipments - View Menu and Icons
Transportation Shipments Toolbar
Adding a Shipment
Deleting a Shipment
Timelines
Timelines
Timeline Table - Actions Menu and Icons
Timeline Table - View Menu and Icons
Timeline Details
Timeline Details Table - Actions Menu and Icons
Timeline Detail Table - View Menu and Icons
Timeline Toolbar
Adding Timelines
Deleting Timelines
Editing Timeline Details
Deleting Timeline Details
Transportation Items
Transportation Items Table
Transportation Items Table - Actions Menu and Icons
Transportation Items Table - View Menu and Icons
Transportation Items Toolbar
Adding Child Items
Deleting Child Items
Create Transportation by Order
Create Transportation by Order Header
Details
Details Table - Actions Menu, Icons and Button
Details Table - View Menu and Icons
Create Transportation by Order Toolbar
Create Transportation by Order - More Actions Menu
Creating a Transportation by Order
Adding Items
Editing Items
Deleting Items
Mass Update
Apply Updates To
Set Initial Values For
Update
Mass Update Toolbar
Managing a Transportation by Order
Searching for a Transportation by Order
Managing a Transportation
Searching for a Transportation
Searching for a Transportation Through the Basic Search Criteria
Searching for a Transportation Through Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu
Transportation Search Toolbar
Finalize Transportation
Transportation Selection
Assign Values
Finalize Transportation Toolbar
Finalizing Transportation Records
Customs Entry
Customs Entry Window
Customs Entry Header
Details
Comments
Customs Entry Toolbar
Customs Entry - More Actions Menu
Creating a Customs Entry
Editing a Customs Entry
CE Forms and Protests
CE Forms and Protests Header
Forms Table
Forms Table - Actions Menu and Icons
Forms Table - View Menu
Protest Table
Protests Table - Actions Menu and Icons
Protests Table - View Menu and Icons
CE Forms and Protests Toolbar
Adding Forms
Editing Forms
Adding Protests
Editing Protests
Customs Entry Timelines
Timelines
Timelines Table - Actions Menu and Icons
Timeline Table - View Menu and Icons
Timeline Details
Timeline Details Table - Actions Menu and Icons
Timeline Detail Table - View Menu
Customs Entry Timeline Toolbar
Adding a Timeline to a Customs Entry
Deleting Timelines from a Customs Entry
Editing Timeline Details of a Customs Entry
Deleting Timeline Details from a Customs Entry
CE Details
CE Details Header
Shipments
Shipments - Actions Menu and Icons
Shipments - View Menu and Icons
Order/Items
Order/Items - Actions Menu, Icons and Buttons
Order/Items - View Menu
Charges
Charges - Actions Menu, Icons and Button
Charges - View Menu and Icons
CE Details Toolbar
Adding Shipments to a Customs Entry
Editing Shipments of a Customs Entry
Deleting Shipments from a Customs Entry
Adding Order/Item to Customs Entry
Editing Order/Item of a Customs Entry
Deleting Order/Item from a Customs Entry
Viewing BOLs/Containers
Adding Charges to Order/Items
Editing Charges of Order/Items
Deleting Charges from Order/Items
CE Licence/Visa
CE Licence/Visa Header
CE Licence/Visa Table
CE Licence/Visa Table - Actions Menu and Icons
CE Licence/Visa Table - View Menu and Icons
CE Licence/Visa Toolbar
Adding a Licence or a Visa to a Customs Entry
Editing a Licence or Visa for a Customs Entry
Deleting a Licence/Visa from a Customs Entry
Missing Documents
Missing Documents Header
Missing Documents Table
Missing Documents Table - Actions Menu and Icons
Missing Documents Table - View Menu and Icons
Missing Documents Toolbar
Adding a Missing Document
Deleting a Missing Document
Managing Customs Entries
Searching for a Customs Entry
Searching for a Customs Entry Through the Basic Search Criteria
Searching for a Customs Entry Through Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Customs Entry Search Toolbar
Obligation
Obligation
Invoice and Payment
Comments
Components
Components Table - Actions Menu, Icons and Button
Components Table - View Menu and Icons
Location
Locations Table - Actions Menu and Icons
Locations Table - View Menu
Obligations Toolbar
Creating an Obligation
Adding a Component to an Obligation
Editing a Component of an Obligation
Deleting a Component from an Obligation
Adding a Location to a Component
Deleting a Location from a Component
Deleting an Obligation
Managing Obligations
Searching for an Obligation
Searching for an Obligation Through the Basic Search Criteria
Searching for an Obligation Through Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Obligation Search Toolbar
Actual Landed Cost
ALC Window
ALC Header
Estimates with no Actuals
Values Included in ALC by Direct Nomination
Transportation Shipments
Transportation Shipments - Actions Menu, Icons and Button
Transportation Shipments - View Menu and Icons
Transportation Related Obligations/Entries
Transportation Related Obligations/Entries - Actions Menu, Icons and Button
Transportation Related Obligations/Entries - View Menu and Icons
Non-Transportation Related Obligations
Non-Transportation Related Obligations - Actions Menu, Icons and Button
Non-Transportation Related Obligations - View Menu
ALC Toolbar
Viewing ALC Details of an Item
ALC Components
ALC Components Header
Components Table
Components Table - Actions Menu and Icons
Components Table - View Menu and Icons
Locations Table
Locations Table - Actions Menu and Icons
Locations Table - View Menu
ALC Components Toolbar
Viewing ALC Components
Interface Errors
Interface Errors - Actions Menu and Icons
Interface Errors - View Menu and Icons
Interface Errors Toolbar
Shipment Detail
Shipment Detail Table
Shipment Detail Table - Actions Menu and Icons
Shipment Detail Table - View Menu
Viewing Shipment Details
Reviewing Actual Landed Costs
Searching for Orders/Items
Searching for Orders/Items Through the Basic Search Criteria
Searching for Orders/Items Through Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
ALC Search Toolbar
ALC Finalization
Searching for Orders or Order/Shipments
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
ALC Finalization Toolbar
Finalizing the Actual Landed Costs
14
Application Administration
System Options
System
Financials
Foundation
Functional
Inventory
Replenishment
Shipment
Transfers and Returns to Vendor
Allocation
Sales
Stock Counts
Localization
Procurement
Data Retention
RTM
Security
Integrated Application Versions
System Options Toolbar
Report Options
Cross-Report Options
Cumulative Markon Variance Report
Early /Late Shipment Report
Incomplete Item Reports
Inventory Variance to Forecast Report
Late Posted Transactions Report
Negative Inventory Report
Order Alerts Report
Order Pending Approval Report
Overdue Shipments Report
Shrinkage Variance Report
Stock Count Unit Variance Report
Stock Count Value Variance Report
Stock Counts Missing Report
Stock Orders Pending Close Report
Transfers Pending Approval Report
Unexpected Inventory Report
WAC Variance Report
Report Options Toolbar
Creating Report Option Exceptions
Department Exceptions Table
Report Table - Actions Menu and Icons
Report Table - View Menu and Icons
Report Option Exceptions Toolbar
Adding Exceptions
Online Data Translation
Translations
Entity to Translate
Translations
Translations Toolbar
Translating a Single Entry
Translate Toolbar
Creating a Translation
Asynchronous Job Log
Searching for an Asynchronous Job
Searching for an Asynchronous Job Log Through the Basic Search Criteria
Searching for an Asynchronous Job Through Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Details
Details - Actions Menu and Icons
Details - View Menu and Icons
Asynchronous Job Log Toolbar
Cost Event Search
Searching for a Cost Event
Searching for a Cost Event Through the Basic Search Criteria
Searching for a Cost Event Through Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Cost Event Search Toolbar
Cost Event Window
Event Details
Event Details - Actions Menu and Icons
Event Details - View Menu and Icons
Threads
Threads - Actions Menu and Icons
Threads - View Menu and Icons
Audit
Audit - Actions Menu and Icons
Audit - View Menu and Icons
Cost Event Toolbar
Item Supplier Country Locations per Thread
Item Supplier Locations per Thread - Actions Menu and Icons
Item Supplier Locations per Thread - View Menu and Icons
Editing a Cost Event
Custom Flex Attributes
Header
Attributes
Attributes - Actions Menu and Icons
Attributes - View Menu and Icons
Labels
Labels - Actions Menu and Icons
Labels - View Menu and Icons
Custom Flex Attributes Toolbar
Adding Attributes
Editing Attributes
Adding Labels
Custom Flex Attributes Display
Header
Attribute Sections
Custom Flex Attributes Display Toolbar
A
Glossary