Contents

Title and Copyright Information

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Preface

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

1 Introduction

• Contents of this Guide
• RDF and the Oracle Retail Enterprise
• RDF Business Process Workflow
  • Parameter Setup
  • Data Pre-processing
  • New Item / New Store Processing
  • Forecast Generation
  • Exception Processing and Automatic Approval
  • User Review and Approval
  • Ongoing Forecast Assessment
• Key Features of RDF
• Skills Needed for Implementation
  • Technical Consultant Role
  • Application / Business Consultant Role

2 Implementation Considerations

• Hardware Space Impacts
• Domain Partitioning
• Patch Considerations
  • Patching Process
• Batch Scheduling
• Security
• Internationalization
• Translation

3 Integration

• Integrated Inventory Planning Suite Data Flow
  • From RDF to AIP
  • From RDF to APC-RO
  • From APC-RO to RDF
• RDF Supporting RMS Replenishment and Allocation
  • From RMS to RDF
  • From RDF to RMS
• RDF Data Flow with RPO
• APC-RPO, RPO, RDF Integration
  • From APC-RPO to RPO
  • From APC-RPO to RDF
  • From RPO to RDF
  • From RDF to RPO

4 Installation Considerations

• Installation Dependencies
  • RPAS Installation
  • RPAS Client Installation
  • RDF Installation
  • RDF Taskflow for the RPAS Fusion Client
• Environment Variables
• Files Needed to Build the RDF Domain
  • Standard RPAS Hierarchy Files
    • Calendar (CLND) Hierarchy File
    • Product (PROD) Hierarchy File
    • Location (LOC) Hierarchy File
    • Product Attributes (ATTR) Hierarchy File
    • Time Series Grouping (Attribute) Hierarchy File
  • Data Files
  • Historical Data
  • Loading and Extracting Data

5 RDF Configuration Process

• Steps to Modify the RDF or RDF Cloud Service Configuration
  • Register the RDF Libraries
  • Set up the Hierarchy
  • Set up the Partition Dimension and RDF Configuration Type
  • Set up the Common, Grouping and PrepDemandCommon Solutions
  • Set up the Prep Demand Solution
    • PrepDemand Configuration Process
  • Set up the NewItem Solution
    • NewItem Pre-Configuration Data Requirements
    • Generate New Item Solution
  • Configure the Curve Solution
  • Configure the RDF Solution
    • Forecasting Pre-Configuration Data Requirement
    • Configure RDF Solutions
  • Configure the Promote Solution
    • Create the Promote Solution Extension
    • Create a Promotion
  • Set up the Task Flow
  • Build an RDF Domain Using the RDF Configuration
• Best Practices of RDF Implementation: RDF Cloud Service
  • Sending a Customer's Configuration to Oracle OCI for Domain Building and Patching

6 Advanced RDF Configurations

• Daily Causal Implementation
• Configuring RDF for Short Life Cycle Merchandise
• Floating Annual Events and Holidays forecasting in RDF-lite

7 Batch Processing

• Available Scripts
• RDF Weekly Batch
  • RDF Batch Control Script
  • Fetch Input Data from Staging Area Script
  • Load Hierarchies Script
  • Load Measure Data Script
  • Preprocess Batch Script
  • New Item and New Store Batch
  • Clone
  • Generate Halo Effects
  • Run Forecast
  • Find Alerts Script
  • Export Approved Forecast
  • Output File Format
  • Export Approved Forecast to AIP
  • Export Interval to AIP
  • Export Forecast and Interval to RMS
  • Push Output Files to Staging Area
• Other Batch Processes
  • RDF to APC-RO Integration
  • Load Bayesian Plan
  • Demand Transference Preprocessing
  • Calculate Floating Event Effect
• Helper Scripts
  • RDF Environment Script
  • RDF Functions Script
• Implementation Scripts
  • Run Plug-In Auto Generation
  • Build RDF Domain
• Other Scripts
• Executables
  • PreGenerateForecast
    • PreGenerateForecast Usage
  • Generate
    • Usage
    • Return Codes
  • RDFvalidate
    • Usage
    • RDF Validation
  • UpdateFnhbiRdf
    • Usage

8 Cross Promotion Effects Module (CPEM)

• Functionality
  • Input
    • Hierarchy Files
    • Measures Data Files
  • Output
• Installation Considerations
  • Installation Dependencies
  • Environment Setup
  • CPEM Installer
  • Custom Domain Build
  • CPEM Taskflow for the RPAS Fusion Client
• Batch Processing
  • Running the Batch Process
• CPEM Scripts
  • Build CPEM domain
  • Load CPEM Measure Data
  • Export RDF Data to CPEM
  • Export CPEM Data to RDF
  • CPEM Batch

9 AutoSource

• Inputs to AutoSource Binary
• AutoSource Measures
  • Optimal Source Levels
  • Pick Optimal Level
    • Usage

10 Forecast Approval Alerts

• About Alerts
  • Registering Approval Alerts

11 Adding New Local Domains

• loadCurveParameters.ksh
• loadRDFParameters.ksh

12 Internationalization

• Translation

A RPAS and RDF Integration with RMS

• Integration Approach with RMS
• Environment Variable Setup
• RDF Transformation Programs
  • Common Program for All Transformations
    • Usage
  • Transformations of Merchandise Hierarchy Data
    • RPAS Position Names
  • Transformations of Location Hierarchy Data
  • Transformations of Calendar Hierarchy Data
  • Transformations of Daily Sales and Issues Data
  • Transformations of Weekly Sales and Issues Data
  • Transformations of Store Open Date Data
  • Transformations of Store Close Date Data
  • Transformations of Out-of-stock Indicator Data
• RDF Transformation Matrix
• Loading Transformed RMS Data into RDF
  • renameRETLFiles.ksh
• Common Programs for Extracts
  • config.ksh
  • functions.ksh
  • header.ksh
• Extract of Forecast Data for RMS
  • rdf_e_rms.ksh
• Load of Extracted Forecast Data and Standard Deviations to RMS
  • rmsl_forecast.ksh
• Extract of Diff Profile Data for Allocation
  • profile_e_alloc.ksh
• Extract of Store Grade Data for RMS
  • grade_e_rms.ksh
• RDF Extract Matrix
• Internationalization Considerations for RETL
  • Calendar Data
  • Unassigned Value in Schemas

B Configuring the Cluster Procedure

• Cluster Requirements
  • Using the Cluster Procedure
• Syntax Conventions
• Cluster Syntax
• Syntax for Calculate Cluster Statistics (CalculateClusterStatistics)
• Configuration Parameters and Rules
  • Input Parameters
  • Output Parameters
• Syntax for Break Point Cluster (bpcluster)
• Syntax of Break Point Cluster Statistics (bpstatistics)
• Configuration Parameters and Rules
  • Input Parameters
    • Output Parameters

C Configuring the Clone Procedure

• Clone Requirements
  • Using the CloneMeasure Procedure
  • Cloning Real or Integer Measures
• Clone Syntax
• Configuration Parameters and Rules
  • Input Parameters
• Clone Special Expression
  • ClonePostProc

D AppFunctions

• Supported Functions
• Supported Special Expression Functions
  • TransformSpread

E Configuring the Preprocess Special Expression

• About the Preprocess Module
• Preprocess Requirements
• Configuration Restrictions
• Preprocess Parameter/Model Dependencies
  • Using the Preprocess Function
• Preprocess Syntax
• Configuration Parameters and Rules
  • Input Parameters
  • Output Parameters
  • Lost Sales Method/Model List
• Preprocess Filtering Methods
  • Standard Median
    • Mathematical Formulation
  • Oracle Retail Median
    • Mathematical Formulation
  • Standard Exponential Smoothing
    • Mathematical Formulation
  • Lost Sales—Standard Exponential Smoothing
  • Forecast Sigma
    • Mathematical Formulation
  • Forecast Sigma Event
    • Mathematical Formulation
  • Override
    • Mathematical Formulation
  • Increment
    • Mathematical Formulation
  • Clear
    • Mathematical Formulation
  • DePrice

F Customizing Hooks for the RDF Generate Utility and Curvebatch

• Hooks
  • Phases and Hooks in RDF
  • Phases and Hooks in Curve
• About appcust.xml

G Curve Configuration Process

• Curve Hierarchy Configuration Requirements
  • Configuring Curve Differentiator Dimensions (optional) and Merchandise Hierarchy Requirements to Support RMS
    • Creating a Curve Solution
  • Configuring Profiles
    • Configuring a Final Profile
    • Configuring Source Level Attributes
• Editing Profile Properties
  • Profile Name
  • Profile Label
  • Profile Type
    • Profile Types That Share The Same Profile Algorithm
    • Profile Types with Unique Behavior
• Editing the Curve GA Configuration
• Deleting a Profile Level
• Curve Plug-In Example

H Grade Configuration Process

• Creating a Grade Solution Extension
  • Create Clusters
• Editing Grade Parameters
• Autogenerating Hierarchies, Measures, Rules and Workbook Templates
• Adding or Deleting Clusters in the Configuration
• Editing the Grade GA Configuration
• Grade Example

I CPEM Calculations

• RdfPromoCrossEffectExpr
  • RdfPromoCrossEffectExpr Syntax
• RDF Configuration Options for CPEM
  • CPEM Configuration Points

J RDF Script Names

• Script Name Changes

K Configuring the Forecast150 and CausalEstimate

• About the Forecast and the CausalEstimate Procedures
• Forecast150 Procedure
  • Forecast150 Requirements
  • Forecast150 Parameter/Model Dependencies
  • Using the Forecast150 Procedure
  • Forecast150 Procedure Syntax
  • Configuration Parameters and Rules
    • Forecast Method/Model List
• CausalEstimate Procedure
  • CausalEstimation Procedure Syntax
    • Configuration Parameters and Rules

L Configuring the Similarity Score Calculation

• Similarity Score Calculation Requirements
• Similarity Score Calculation Procedure
  • Using the Similarity Score Calculation Procedure
  • Similarity Score Calculation Syntax
  • Configuration Parameters and Rules

M Appendix: Configuring Seasonal Profiles

• Create a Seasonal Profile Option 1
• Create a Seasonal Profile Option 2
• Create a Seasonal Profile Option 3