| Oracle® Retail Store Inventory Management Store User Guide Release 16.0 E76179-08 |
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| Oracle® Retail Store Inventory Management Store User Guide Release 16.0 E76179-08 |
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This chapter covers lookups in SIM. The following topics are covered:
Technical: Integration to RIB, web services, and the database structure.
The SIM lookup feature provides a robust system for searching information. The user is able to search by item, suppliers, delivery containers, finishers, and transaction history.
The Item Lookup functionality provides the business user with the ability to view information related to an item. In addition, the Item lookup can also be used in conjunction with other screens to assign items to a transaction. SIM provides real-time information on inventory positions and other item detail information.
The following features are available:
Status
Item Suppliers
Item Attributes
Pricing and Price Information
Ordering Attributes
Stock on Hand and Non-sellable Inventory
Ordered Quantity
Merchandise Hierarchy
Pack / Component Details
Planned Deliveries
Related Items
Stock Locator
UDA
Customer Orders
UIN
This section covers system parameters and security.
Display Item Image Button
Values: Yes/No
Default: Yes
Topic: UI
Editable: Yes
If set to "Yes," the Image button is displayed on the Item Lookup screen.
If set to "No," the Image button is not displayed.
Search Limit Default for Item Lookup
Values: 1 - 999
Default: 500
Topic: UI
Editable: Yes
This parameter sets the default search limit for Item Lookup,however, the search limit can be modified by the user.
Search Limit Default for Item Lookup - Mobile
Values: 1 - 999
Default: 50
Topic: UI
Editable: Yes
Default search limit for the Item Lookup screen MAF.
Display Item Image for Item Lookup - Mobile
Values: Yes/No
Default: No
Topic: Item Lookup
Editable: Yes
If set to "Yes," the item image is displayed in Item Lookup, list and details.
If set to "No," the item image is not displayed in Item Lookup.
One of the most important features in SIM is to look up the inventory of an item in the store. This figure shows the Item Lookup dialog accessed within Lookups.
If only one item is found, the Item Detail is opened displaying the item that was found. If multiple items are found, a list of the items is displayed in the search results on the Item Lookup screen. The user selects an item from the list and then navigates to the Item Details for the selected item.
Item Lookup is also used to look up items within other functionalities such as Transfers, DSDs, Inventory Adjustments, and so on. The Item Lookup popup is accessed by clicking the ellipsis popup button in the item field of that dialog. After the search, the user is presented with a list of items. An item can be selected and applied to the transaction.
Item
This field holds an item number, which the user enters to search. Partial searches are not permitted on the item number. The user can enter an item number, UIN, TUC, UPC/EAN, Type 2, GS1 Databar, VPN, or SEL (shelf edge label) into this field. The system is able to locate the specified item.
UIN
A user can enter any Unique Identification Number (UIN) to search on. Any item having the entered UIN is returned in the search results.
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Note: This field is only available if the "Enable UIN Processing" store admin is turned on. |
Supplier
This field holds a supplier number, which the user enters to search. The user can search on primary and non-primary suppliers. The user can use the ellipsis to search for a supplier through the Supplier Lookup popup screen.
Primary Supplier (Check Box)
The Primary Supplier Check Box determines whether to display all items supplied by the entered supplier (based on the Supplier or Supplier Name search fields) or only display items where the entered supplier is the primary supplier for that item:
If the indicator is checked, SIM only displays items where the entered supplier is the primary supplier of the item. This is the default.
If the indicator is not checked, SIM displays all items supplied by the supplier ID that was entered in the search criteria field, regardless of whether or not the entered supplier is the primary supplier. In this case, the user may see items in the search results that have a different supplier ID and name than what was entered in the search criteria. This means the item is supplied by the entered supplier, but has a different primary supplier.
Warehouse
This field is a drop down listing all of the warehouses by number and name in numerical order. The user is able to select a specific warehouse and the system returns all items for the selected warehouse. When the user accesses the Item Lookup Popup from within a transaction to a warehouse, the system defaults the warehouse from the transaction.
Finisher
Users can search for items by Finisher by entering a Finisher number. If needed, the finisher can be looked up in Finisher Lookup by clicking the ellipsis. The system returns all items belonging to the finisher. When the user accesses the Item Lookup popup from within a transaction for a finisher, the system defaults the Finisher from the transaction. Searching by Finisher is only available if the system is configured to use Finishers.
UDA
This field allows the user to pick a specific User Defined Attribute (UDA) and enter the corresponding search criteria. In order for an item to be returned, it must match all criteria entered.
Text
This field allows the user to enter any part of the UDA text. Wild card searches are also allowed.
Value
This field allows the user to select from a list of pre-defined values for the UDA.
Date Range
This field allows the user to enter a range of dates. Any item falling within that range is returned, providing any other criteria also matches.
Inventory Status
This field allows the user to search by available or unavailable inventory status. The system returns all items that match the status selected by the user. If Available is selected, the system returns the items that have available inventory. If unavailable is selected, the system returns the items that have non-sellable unavailable inventory. This search feature gives the user a way to search for items that have unavailable inventory which might need further action. It can be especially useful when looking up items when creating inventory adjustments.
Sub-Bucket
This field allows the user to continue to filter down by sub-bucket. Sub-buckets are only an option if the system is configured to use sub-buckets. The Inventory Status must be selected as "Unavailable" for the Sub-bucket filter to be enabled. The system returns all items that match the selected Inventory Status and Sub-bucket.
Style (Item ID)
The user can search on a style item ID. The Item Description, Brand, Department, Class, and Sub-Class search options do not display when the Style Search option is selected. The user enters in a style item (style is where the item level is above/less than the transaction level), and the system returns all the transaction level children that are related to the style parent/grandparent.
EXAMPLE - List of Children Items using STYLE LOOKUP
Enter Style ID
10001001 Shirt Item level 1, tran level 2
Search Returns
10001011 Child 1, green shirt item level 2, tran level 2
10001012 Child 2, blue shirt item level 2, tran level 2
10001013 Child 3, red shirt item level 2, tran level 2
Item Description
This field holds an item description, which the user enters to search. The user can search on partial description as well, meaning that as long as the Item Description contains what is entered in this field, results are returned. The user cannot enter more than 120 characters. This search criterion can be used for any other search type except when searching by Style.
Brand
This field holds the brand, where the user enters to search. The user enters in a brand for the item. The system returns all items for the brand specified. This search criterion can be used for any other search type except when searching by Style.
Dept
This field allows the user to select from a list of available Departments for the selected group. This search criterion can be used for any other search type except when searching by Style.
Class
This field allows the user to select from a list of available classes for the selected department. This field is only enabled if a department has been selected. This search criterion can be used for any other search type except when searching by Style.
Sub-Class
This field allows the user to select from a list of available sub-classes for the selected department/class. This field is only enabled if a department and class has been selected. This search criterion can be used for any other search type except when searching by Style.
Include Non-Ranged
When the Include Non-Ranged check box is checked, the system returns items that exist in the system that may not be ranged to the user's store, in other words, the item record does not exist for the user's store. When it is not checked, only those items that are for the user's store are returned. If searching for an item by item number, the system ignores this indicator and navigates to the details regardless of if the item is ranged or non-ranged.
The Item Detail screen displays several details for a specific item. It is accessed within the Item Lookup dialog by clicking an item from the List of Items returned from the entered search criteria.
Stock On Hand Info
Total Stock on Hand = Available + Unavailable
Unavailable = Transfer Reserved + RTV Reserved + Non-sellable + Customer Order
Available = Shopfloor + Backroom + Delivery Bay
Item Attributes
Additional information may also be helpful to view about an item. The following are some additional item attributes available on this screen. For additional details around item attributes, see Chapter 6, "Item."
UOM - Standard unit of measure for the item.
Pack Size - This field holds the pack size (number of items in a supplier case) of this item:
The pack size should be populated from the item/supplier/country record for the primary supplier.
For non-ranged items, this value should be pulled from the master item data, for the default supplier.
Ticket Type - RMS suggested ticket type code/format.
Orderable - Checkbox; checked if the item is orderable.
Sellable - Checkbox; checked if the item is sellable.
Pack Item - Checkbox; checked if the item is a pack item.
Consignment Item - Checkbox; checked if the item is a consignment item.
Concession Item - Checkbox; checked if the item is a concession item.
Non-inventory - Checkbox; checked if the item is flagged as non-inventory.
Store Pack Inventory - Checkbox; tells the system when an item will only be sold and tracked as a pack.
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Note: SOH and any reference to inventory will not be available for non-inventory, consignment, or concession items. |
Planned Deliveries
The Planned Deliveries section display information about incoming deliveries for the item being looked up. The delivery information pertains to the following:
Approved supplier Purchase Orders with an ASN.
Open transfers from a store, warehouse, or finisher.
Allocation that is open.
Inbound Qty equals the total shipped quantity from transfers, allocations, and POs on an ASN that have not been received yet.
Ordered Qty equals the total quantity on order for all supplier orders and transfers reduced by the inbound and received quantity.
The Stock Locator popup displays all of the stores and their inventory for a specific item. It is accessed within the Item Lookup dialog by clicking the stock locator button from the Item Detail screen.
The store is able to quickly look up inventory of other stores from this popup. This list is displayed with buddy stores listed first.
The Planned Deliveries popup is accessed within the Item Lookup dialog by clicking the Deliveries button from the Item Detail screen. The Allocation, Transfer, or Purchase Order displays the inbound quantity not yet received and the remaining quantity that remains to be shipped.
The Price Information popup displays pricing information for a specific item. It is accessed within the Item Lookup dialogue by clicking the price information button from the Item Detail screen.
The Related Item List screen provides a way to identify additional items, which are related to the item being looked up. All items display, even if they are not ranged to the store. The related items may include children or sibling items associated to a parent as well as cross sale, up sale, and substitute items. It is accessed within the Item Lookup dialog by clicking the related items button from the Item Detail screen.�
The user is able to view all the related items, four diffs, and available stock on hand from the Related Item Details screen. Selecting a related item navigates the user to the details for that related item.
Only "Active" related items are listed, where today's date is within the effective date and end date for the related item. If there is no effective date, the item is assumed to be active.
The Type field is used to identify the type of item being displayed in the Related Item List. The following are the values that may exist in the Type field:
Related
Cross Sale
Up Sale
Substitute
The Substitute item types are used within the Customer Order Picking and Shelf Replenishment Picking dialogues when a substitute item is allowed.
The UDA Detail popup displays specific UDA information for a specific item. It is accessed within the Item Lookup dialog by clicking the UDA Detail button from the Item Detail screen.
The Item Customer Order screen displays all of the customer orders for a specific item at the user's store. It is accessed within the Item Lookup dialog by clicking the customer order button from the Item Detail screen.
Both web order and non-web order (POS pick up) orders are listed. For more information on customer orders, see Chapter 20, "Customer Order Management."
The Nonsellable Inventory popup displays inventory information for a specific item that can no longer be sold. It is accessed within the Item Lookup dialog by clicking the non-sellable button from the Item Detail screen.
The Nonsellable field is displayed in the Stock On Hand section. This field represents how much stock is unavailable for the purposes of inventory adjustments. It is increased or decreased every time an inventory adjustment is made to or from unavailable inventory. It also gets updated when receiving damaged items into the store as well as returning unavailable items.
The Non-sellable button is available if the system is configured to use sub-buckets. Clicking this button displays the Nonsellable Inventory popup. This screen shows the non-sellable bucket with more detail, including the sub-buckets and their quantities that make up the non-sellable inventory.
The Component Info popup displays all component items associated with the specific pack item. It is accessed within the Item Lookup dialog by clicking the Component Info button from the Item Detail screen. This button is only available when the item being looked up is a pack.
The Pack Info popup displays all packs associated with the component item being looked up. It is accessed within the Item Lookup dialog by clicking the pack info button from the Item Detail screen. This button is only available when the item selected is a component item.
The pack items are displayed for the component with the qty in the pack for that component. Also displayed is the Pack type and Available SOH bucket of the pack. The user can select a pack item and view all the details for the pack item from the Item Details screen.
The Supplier Detail popup displays additional details about the supplier as well as listing additional suppliers if there is one. It is accessed within the Item Lookup dialog by clicking the primary supplier button from the Item Detail screen.
This screen displays the supplier details for the primary supplier of the item being looked up. If there are additional suppliers for the item, they are listed on this screen. The suppliers are restricted if the store is configured for Multiple Sets of Books. See "Supplier Lookup."
The Item Image popup displays an image of the item if one is provided. It is accessed within the Item Lookup dialog by clicking the image button from the Item Detail screen.
If more than one image exists for an item, the user is able to use the arrow buttons to move from picture to picture. If the system parameter, "Display Item Image Button" is set to No, the button will not display on the screen. This allows the retailer to hide the button in case the retailer does not support displaying images.
Item Lookup exists on MAF in a small and large form factor. It replicates the detail from Item Lookup on the PC. Below are the details for the MAF Small form factor. The large form factor is similar with the main difference being the Item Detail options display on the left and selecting an option displays the details in a panel on the right rather than navigates to a different screen.
This is a screen flow for the Item Lookup functionality on the SIM small MAF. Selecting Item Lookup from the menu drawer directs to the Item Lookup screen. From Item Lookup, the user can search for items and view different details about the item. Details that can be viewed include Stock on Hand, Pricing, Item Attributes, Ordering Attributes, Merchandise Hierarchy, Stock Locator, UDAs, Non-Sellable, Item Locations, Deliveries, Show Packs, Show Components, Related Items, Customer Orders, UINs, and Additional Suppliers.
When navigating to Item Lookup, the user is taken to a blank list screen where no item results are displayed.
The user can use the search criteria, eye glasses, and to navigate to the Item Lookup search criteria screen to enter search criteria for items to find. After applying the search criteria, the results are listed on the screen and the criteria applied is shown next to the eye glasses. Selecting an item from the results list navigates to the item detail for that item.
When scanning or entering an item in the scan bar, the system ignores all entered search criteria and searches for the item entered. If it results in a single item, the system takes the user automatically to the item details. If more than one item is found, it provides an item selection to select the proper item.
From Item Lookup, selecting the search criteria button, which looks like a pair of eye glasses, takes you to the Item Lookup Search Criteria screen. This screen is used to search for items using specific search criteria.
The Item Lookup Search Criteria screen will be different and contain different search criteria depending on the Search Mode. The user can choose to find items by item number, supplier, warehouse, finisher, UDA, Inventory Status, or style. Depending on which search mode is selected, the search criteria fields change. All search modes, with the exception of searching by style, have common search criteria consisting of item description, brand, non-ranged indicator, search limit, department, class, and sub-class.
Note that the search functions and fields for item lookup on MAF follow those of the SIM PC application.
Selecting an item on the Item Lookup screen brings the user to the Item Detail screen. The header shows the item number, description, unit of measure ,and item image if configured to show images. Additional header information includes the available stock on hand, price, status, primary supplier ID, and primary supplier name.
Upon scanning an item, the screen refreshes and the details for the newly found item are displayed. The bottom of the screen has various different features, that when selected, navigate to a screen to display the details for that feature such as stock on hand, pricing, item attributes, and so on.
The details include the following:
Stock on Hand
Pricing
Item Attributes
Ordering Attributes
Merchandise Hierarchy
Stock Locator
UDAs
Non-Sellable (only if configured for sub-buckets)
Item Locations (only if the Display Sequence Locations system admin = "Yes")
Deliveries
Show Packs
Show Components (only for pack items)
Related Items
Customer Orders
UINs (only if system is enabled for UINs and if item is a UIN/AGSN)
Additional Suppliers
This is the Stock on Hand Details for an item. It was accessed by selecting the Stock on Hand option from the Item Detail screen within Item Lookup. This screen shows all the various stock on hand buckets including total SOH, available SOH, shopfloor, backroom, delivery bay, unavailable SOH, transfer reserved, RTV reserved, customer order, and nonsellable. Note that the shopfloor, backroom, and delivery bay buckets are only displayed when "Display Sequence Fields" = "Yes".
Pricing is accessed by selecting the Pricing option on Item Detail. The Pricing screen displays the Pricing Details for the item and user's store. Each price event is represented in as a set. The sets of price events are ordered by Effective Date with most recent on the top (descending).
Item Attributes is accessed by selecting the Item Attributes menu option from Item Detail. It displays the Item Attributes for the item at the user's store.
Order Attributes is accessed by selecting the Order Attributes menu option from Item Detail. It displays the Ordering Attributes of Replenishment Method, Reject Store Order, and Next Delivery Date (if they exist) for the item at the user's store. This screen represents the information presented on the Item Detail - Ordering Attributes section of the PC.
The Merchandise Hierarchy screen is accessed by selecting Merchandise Hierarchy from Item Detail. This screen displays the merchandise hierarchy associated to the item.
If the item has diffs, those are also displayed:
<Diff1> <Diff 1 Value> if it exists
<Diff2> <Diff 2 Value> if it exists
<Diff3> <Diff 3 Value> if it exists
<Diff 4> <Diff 4 Value> if it exists
The Stock Locator screen is accessed by selecting Stock Locator from Item Detail. This screen shows the user other stores' stock on hand for the item. If transfer zones are used, only the stores within the transfer zone should appear. If no transfer zone is associated, the store is available for all transfer zones. Each store is represented in a set. The sets are ordered first by buddy stores (Yes) at the top and second by SOH (greatest at the top).
The Deliveries screen is accessed by selecting Deliveries from Item Detail. All quantities are in the SUOM.
The header contains the Ordered, Inbound, and Received Today quantities for the item.
The list portion of the screen represents the deliveries for the item. The user can scroll through the list of Deliveries that are coming from a Transfer or Purchase Order. The deliveries are ordered by Delivery Date with the oldest delivery at the top (ascending). If there are no deliveries, the list will be blank.
Clicking the Non-Sellable option on Item Detail displays the Non-sellable sub-bucket information for the item at the user's store. The system displays all sub-buckets that have inventory for the item at the user's store along with the corresponding inventory.
The Non-sellable menu option only displays when the system is configured for sub-buckets.
Selecting the Show Components option on Item Detail displays the components that exist for the item on the Components screen. The Show Components option is only available for those items which are a Pack item. All quantities are in the SUOM.
Tapping a component item navigates the user to the Item Detail for that item. The user remains in that item and does not return to the original item.
Selecting the Show Packs option on Item Detail displays the packs that exist for the item on the Packs screen. The Show Packs option is available even if the item is not part of a pack. If it is not part of a pack, no content is displayed for the item. All quantities are in the SUOM.
Tapping a pack item navigates the user to the Item Detail for that item. The user remains in that item and does not return to the original item.
Selecting the Item Locations option on Item Detail displays the sequenced locations that exist for the item on the Item Locations screen. The Item Locations menu option is only displayed when the system is configured for "Display Sequence Fields" = "Yes." If the system is configured to display sequence fields but there are no locations defined for the item, the screen is blank.
The macro locations with the area are displayed. If the location is a primary location, it is indicated with a star. Note that this screen does not exist in Item Lookup on the PC.
Selecting the UDAs menu option displays the UDA information for the item at the user's store on the UDAs screen. Each UDA and value are represented in a set. The list is ordered by UDA. If there are no records, the details are blank.
The Related Items screen is accessed by selecting the Related Items menu option on the Item Detail screen. The Related Items screen displays the related items for the item at the user's store. All quantities are in the SUOM. The related item types of cross sale, up sale, substitute, and related are listed. There is a type filter at the top of the screen allowing the user to filter by the type of related item.
If the user selects a related item record in the list, the user navigates to the Item Detail screen for that item. The user is then in the details for that item. There is not a way to navigate back to the original item. If there are no related items, the details are blank.
Selecting the Customer Orders option on Item Detail displays the customer orders that exist for the item and store. All customer order details are grouped together in a set. The Customer Order sets are ordered by Customer Order ID in ascending order. If there are no open customer orders for the item at the user's store, nothing displays on this screen. All quantities are in the SUOM.
The Supplier Lookup functionality provides users with the ability to view information about the supplier. The following information is available, but is not limited to this list:
ID
Name
HQ Address, Phone, Contact, Contact Email
Return Address, Phone, Fax, Contact Email
Status
Return Allowed
Return Authorization Required
This dialog may be used in conjunction with other dialogs (Return to Vendor, Store Orders to a Vendor, Direct Store Delivery) to look up suppliers and assign the supplier to the transaction.
This section covers system parameters and security.
Enable Multiple Sets of Books
Values: Enabled / Disabled / SIM Only
Default: Disabled
Topic: Admin
Editable: No
Enabled - MSOB is enabled in RMS. Suppliers will be limited to only those locations corresponding to the operating unit for which they are set up.
Disabled - MSOB is disabled in RMS. No validation is performed on operating unit.
SIM Only - MSOB is disabled in RMS. SIM will utilize the operating unit validation. Limits the suppliers available for a location. The operating unit information is set up only in SIM.
This parameter defines whether to limit the supplier selection based on the supplier sites associated with the location.
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Note: This parameter is also applicable to Finishers (Return to Finisher, Lookup Finisher). |
Search Limit Default for Supplier Lookup
Values: 1 - 999
Default: 500
Topic: UI
Editable: Yes
This parameter sets the default search limit for Supplier Lookup, however, it is still possible for the user to change the search limit.
Search Limit Default for Supplier Lookup - Mobile
Values: 1 - 999
Default: 50
Topic: UI
Editable: Yes
Default search limit for the Supplier Lookup screen
The Supplier Lookup screen displays suppliers per the entered search criteria for a specific item at the user's store. It is accessed within the Lookup dialog by clicking the supplier button.
The user can look up details about any supplier, either as an inquiry or as part of another SIM task (DSD, Return to Vendor, Store Orders).
The Supplier Lookup Popup is accessed when looking up a supplier from within a Direct Store Delivery, Return to Vendor, and Store Orders.
This screen allows a user to enter a supplier ID, name, or an item (or search for an item) to use as the search criteria to find the supplier. The supplier can be applied to the transaction.
The Supplier Detail Screen displays the details for a specific supplier. It is accessed within the Supplier Lookup dialog by selecting a supplier from the Supplier List screen.
The Supplier Detail is the same whether it is accessed from within Lookups or a transaction. Different address types for the supplier can be selected. The system displays the details for that address.
Large multi-national retailers have a need to maintain multiple sets of books in their financials systems. This need can be driven by a number of different factors such as the following:
A company divided into different legal entities (that is, brands)
A company having operations in different countries (with different currencies and calendars)
Suppliers and Finisher Locations carry an identifier for the operating unit (referred to as Org Unit). The Org unit imits the suppliers/finishers to only those supplier sites associated to the location.
Operation Unit (referred to as Org Unit in this document) is an organization that partitions data for Oracle sub-ledger applications (Account Payables, Account Receivables, Oracle Purchasing, Oracle Order Management) consists of Sales Business Units and Operations.
Supplier site refers to the locations from which the supplier ships merchandise. A supplier can have multiple sites within one country from which it can deliver merchandise to a retailer. The item cost and terms of supply can change based on the source of delivery.
If the parameter "Enable Multiple Set of Books" is set to either Enabled or SIM Only, wherever any supplier is used in SIM, the logic requires the supplier site of the supplier to relate to the operating unit of the store. The same is true for Finishers. In case the parameter "Enable Multiple Set of Books" is set to Disabled, SIM displays all suppliers.
This is the screen flow for the Supplier Lookup functionality on the SIM MAF large. Selecting Supplier Lookup from the menu drawer directs to the Supplier Lookup screen. From Supplier Lookup, the user can search for suppliers and view different details about a specific supplier.
When navigating to Supplier Lookup, the user is taken to a blank list screen without any supplier results being displayed. The scan type is the only header function that is used in Supplier Lookup, which is used to determine what type of item is scanned when entering or scanning an item to identify the supplier.
The user can use the search criteria, eye glasses, to navigate to the Supplier Lookup search criteria screen to enter criteria search for suppliers. Search criteria include supplier ID, supplier name, and item. After applying the search criteria, the results are listed on the supplier lookup screen together with the applied criteria. Selecting a supplier from the results list navigates to the Supplier Detail screen for that supplier.
When scanning/entering an item in the scan bar, the system adds the scanned item to the entered search criteria and narrows down the list of suppliers by the item that was scanned. If it results in a single item, the system takes the user to the supplier details for that item. If more than one item is found, it provides an item selection to select the proper item. The item is applied to the search criteria and the supplier results are returned.
The Supplier Lookup Search Criteria screen is accessed through the eye glasses search criteria function on Supplier Lookup. The user can enter various search criteria to find a supplier. The results are listed on the Supplier Lookup screen.
From Supplier Lookup, selecting a supplier displays the Supplier Detail screen. This is a read-only screen to display the details of the supplier being looked up. The details are the same as those on the SIM PC application.
The upper left header shows the supplier ID, supplier name, status of the supplier, whether returns are allowed, if a return authorization number is required, and if supplier deliveries allow for discrepancies. The upper right panel contains the header quarter address. Fields include address, phone, fax, contact name, and email if they exist for the supplier.
The lower right panel is used to populate additional address types. The types may be different per supplier, and types may be duplicated per supplier. The types are based upon the types in the SIM database which came from the merchandising system. Selecting a type on the left displays the address information for that address type on the right.
The Container Lookup functionality provides users with the ability to view information about a warehouse/finisher delivery container. The following information is available, but is not limited to this list:
Container ID
ASN Number
Status (Received, In Transit, and so on)
Receipt Date and Time
From Location
Number of Cases
Damages
This section covers system parameters and security.
Search Limit Default for Container Lookup
Values: 1 - 999
Default: 500
Topic: UI
Editable: Yes
This parameter sets the default search limit for Container Lookup, however, the user can still modify the search limit.
Search Limit Default for Container Lookup List - Mobile
Values: 1 - 999
Default: 50
Topic: UI
Editable: Yes
The default value on the Container Lookup List screen should be set to the value for the system parameter.
Display Item Image Transfer Shipment / Transfer Receiving - Mobile
Container Lookup uses the Transfer Shipment or Transfer Receiving system configuration for displaying item image. See Chapter 11, "Transfers."
The Container Lookup Screen displays all of the containers that meet the search criteria for the user's store. It is accessed within the Lookup dialog by clicking the container lookup button from the Lookups menu.
Use this dialog to view details about containers. Container Lookup allows a user to look up by different fields such as Container ID, ASN, Item, Type, as well as UIN (if configured to enable UINs). The Container ID field holds the container number added by a user or generated by the system and printed on the container label. The Search Limit defaults to the value defined in the system admin "Search Limit Default for Container Lookup." The user can override this value and enter any value between 1 and 999. When searching, if only one container is found, the detail information for that container is returned. If more than one record is found, a list of results is displayed.
The Container Detail screen displays all of the header level container information as well as the items in the selected container. It is accessed by selecting a container from the Container Lookup screen. This screen is view only.
Container Lookup is accessed in MAF Small using the Container Lookup menu option within Lookups in the drawer. Once the user enters into the details, the user sees either the details for the container based upon the shipment or the receipt.
The Container Lookup screen is accessed in MAF Small using the Container Lookup menu option within Lookups in the drawer. The search criteria screen is accessed using the eye glasses where the user can search for a container. The user can also scan a container (External ID (SSCC), Internal ID, or Tracking ID) and navigate to the details for that container. Container Lookup in MAF is only used for looking up containers for Transfers Shipping and Receiving. Note that Container Lookup cannot be used for looking up containers from RTV or DSD.
The Search Criteria screen is accessed using the eye glasses search criteria on Container Lookup. The user can enter in various criteria and the system returns the results on the Container Lookup screen.
The Container Items screen is accessed after going into the details for a specific container. This screen lists the items in the container. The screen varies depending on if the container is being shipped or received.
The Actions menu is accessed after selecting the footer menu option (ellipsis) from the Container Items screen. The screen varies depending on if the container is being shipped or received.
The Item Details screen is accessed after going into the item details of an item on the container. The screen varies depending on whether the container is being shipped or received. This screen is view only.
The Info screen is accessed after selecting the Info menu option from the footer menu of the Container Items screen. The screen varies depending on whether the container is being shipped or received. They are the same Info screens as in Shipping or Receiving. This screen is view only.
External Finishers are like warehouses to SIM. Finishers have the same functionality as warehouses (that is, Return to Finisher, Deliveries from Finisher). Finishers may have multiple addresses. SIM only allows external finishers which belong to the same org unit as the store.
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Note: Warehouses are not restricted by org units. |
The Finisher Lookup functionality provides users with the ability to view information about an External Finisher. The following information is available:
Finisher ID
Finisher Name
Principal Country
Currency
Language
Payment Terms
Contact Person details at the finisher's site
Address info: Postal address, Return Address, Order Address, Invoice address, Remittance address
HQ address of the external finisher
Finisher status (Active/inactive), VAT Region, Transfer Entity ID, and Org unit ID
This section covers system parameters and security.
The Finisher Lookup screen displays all of the finishers that meet the search criteria. It is accessed within the Lookup dialog by clicking the finisher lookup button.
Finishers can be looked up by Finisher ID or Name. Finishers are restricted to those which are for the same operating unit as the store. SFor more details on operating units, see "Supplier Lookup."
The Transaction History Lookup functionality provides users with the ability to view information about existing transactions which have an impact to an items stock on hand.
This section covers system parameters and security.
The Transaction History is a lookup screen which is accessed under the lookup menu option on the PC application.
The Transaction History screen initially directs the user to a filter screen to select filter criteria for the records that need to be displayed before presenting the list of transactions. The default for the filter is all transactions for today for the user's store.
The transaction history is a read-only screen which displays all transactions in the system for the user's store which have an impact on the stock on hand. Each time a transaction is created which updates inventory to a final state, it gets written to the transaction history. It does not write the saved transactions (reserved inventory) to the table, rather it writes them if the transaction they belong to is completed.
The following fields are listed for each record:
Date: the date for which the history record was created.
Transaction Type: the type of the original transaction such as Direct Delivery, Stock Count, and so on.
Tran ID: the Transaction ID that is associated with the original transaction.
Item / Description: The item and description for the history are included.
Reason: reasons associated with history record.
The reason is either a hard-coded description or an actual Inventory Adjustment reason code.
Stock on Hand and Unavailable: show the stock movement of up or down for the transaction.
User: the user that created the original transaction.
The user can double click on a record in the transaction history. It directs the user to the dialog for the actual transaction. Once finished with that record, the user goes back to the Transaction History.
For example, clicking a DSD Receiving transaction history record takes the user to the Detail screen for that record. Exiting the details takes the user back to the Transaction History.
The Transaction History is available in the Quick Jump feature. Selecting a task for Transaction History navigates the user to the Transaction History dialog. ID is not applicable for Transaction History quick jump.
Item Lookup exists on the PC, handheld, and MAF small and large.
Supplier Lookup exists on the PC, handheld, and MAF large.
Container Lookup for Transfer Receiving and Transfer Shipping containers exists on the PC, handheld, and MAF small.
Container Lookup for RTV and DSD Containers exists on the PC and handheld.
Container Lookup exists on the PC, handheld, and MAF small.
Finisher Lookup exists on the PC.
Transaction History Lookup exists on the PC.
The code base artifacts listed below support different types of item lookup operations based on Item ID, Finisher, Inventory, Style, Supplier, UDA, and Warehouse. Although the names of the artifacts contain the phrase "Item," they in fact support the different lookup operations based on Finisher, Inventory, Style, Supplier, UDA, and Warehouse as well. Most of the artifacts, except for the Filter artifact, are shared for the lookup operations.
| Code Base Artifacts | Description |
|---|---|
| ItemLookupPanel | The underlying UI panel that contains all the UI elements to support a user-initiated lookup operation. At a high level it contains:
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| ItemVOByItemQueryFilter
ItemVOByFinisherQueryFilter ItemVOByInventoryQueryFilter ItemVOByStyleQueryFilter ItemVOBySupplierQueryFilter ItemVOByUDAQueryFilter ItemVOByWarehouseQueryFilter |
These are the filter classes. These act as containers to hold the user-entered search criteria for any particular lookup operation. Each contains the required member variables to hold the criteria and also methods to run rules checks if any against the entered data.These filter classes correspond to the different lookup types as follows:
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| ItemLookupModel | Contains methods to invoke the appropriate server side services and/or any application logic to support client side UI. |
| ItemEJBServices | Client side services class containing methods that invoke the server side logic via a remote EJB method call. |
| ItemBean | EJB Class on the server side that services the client requests. |
| ItemServerServices | It is the server side services class containing methods that get invoked from the EJB Class. It has methods to query the database with the help of either a command object or directly using a DAO object. |
| FindItemVosHandler | This server-side handler has methods to query the database with the help of the DAO object. A handler object is generally used to contain the execution logic of an API on the server side for extensibility. |
| ItemOracleDAO | This is the DAO class with all the required methods to query/update the database. |
This section covers integration through RIB and web services.
Items integrate to SIM from RMS (Item and Item/Loc). SIM subscribes to all updates to this information.
Suppliers integrate to SIM from RMS. SIM subscribes to all updates to this information.
SIM subscribes to external finishers from RMS. SIM also subscribes to Item/Finisher relationships.
Web Services exist to look up item from within an external system.
Web Services exist to look up transaction history from within an external system.
Web Services exist to look up supplier from within an external system.
Web Services exist to look up finisher from within an external system.
The following database tables are used:
| Table Name | Description |
|---|---|
| ITEM | Contains one record for each item defined for the company. It contains the base information for an item that is consistent across all locations. |
| STORE | Contains information about the locations within the organization that hold items. This could include a store, warehouse, a physical location, catalog, web page, or other channel. |
| STORE_ITEM | Relational table connecting the store to the item. It is a many-to-many relationship. A store can contain many items, and an item can be available at many stores. It also contains the information that is defined only for an item at a specific store. |
| SUPPLIER | Defines all of the external sources (suppliers) for merchandise items offered for sale for the company. |
