6 Original Plan Approval

After the bottom up user submits a plan, the middle out user can review the plan and approve or reject it in the Original Plan Approval task.

To see the bottom up user's plan, either build a new workbook or open an existing one from the Original Plan Approval task, as shown in Figure 6-1.

Figure 6-1 Original Plan Approval

If you open an existing workbook, you must refresh it to see the bottom up user's plan. To refresh a workbook, click the Refresh icon in the toolbar or select the Refresh option in the Edit menu.

Figure 6-2 Refresh Option

Review Plan Approval Status

The first step in the Original Plan Approval task is the Review Plan Approval Status view. This view shows you which bottom up user submitted the plan, what they submitted it to, when it was submitted, and any notes that user may have added.

Figure 6-3 Approve Plan View

You can approve or reject the plan at this view, but it is recommended that you first view the plan at the next step.

Table 6-1 Approve Plan View Measures

Measure	Description
Wp Submit Detail	This measure shows what the bottom up user submitted the working plan as. Options are Op Only Submitted, Cp Only Submitted, and Op and Cp Submitted.
Wa Submit By	This measure displays the username of the bottom up user who submitted the plan.
Wa Submit Date	The date that the plan was submitted.
Wp Submit Info	This measure displays any notes that the bottom up user entered.
Op Approve Enabled	This measure is set by an administrator in the Enable OP Approval administration workbook. The administrator can select or deselect this option at any time. If the administrator deselects it during the in-season, the bottom up user cannot submit a plan for the Op, and the middle out user cannot approve a plan for the Op.
Wp Approval	Working Plan Approval. Use this measure to approve or reject the plan.
Wp Approval Info	Use this measure to provide information about why you accepted or rejected the plan.
Last Approval Action	The last approval action that you took.
Op Approved/Rejected By	This measure displays the username of the person who approved or rejected the original plan.
Op Approved/Rejected Date	The date the original plan was approved or rejected.
Op Approve/Reject Info	This measure displays any notes that the middle out user entered about approving or rejecting the original plan.
Cp Approve/Rejected By	This measure displays the username of the person who approved or rejected the current plan.
Cp Approve Reject Date	The date the current plan was approved or rejected.
Cp Approve/Reject Info	This measure displays any notes that the middle out user entered about approving or rejecting the current plan.

Review Submitted Department Plan

After the bottom up user has submitted the plan, you can review the details of the plan at the Review Submitted Department plan step.

This step has one view: Review Submitted Plan. There are four measure profiles you can use to review the plan:

Default
Current Plan
Original Plan
Review Submitted Plan Value and Units

Figure 6-4 Review Submitted Plan, Default Measure Profile

The following table lists the measures available on this view.

Table 6-2 Review Submitted Plan View Measures

Measure	Description
MO Tgt Sales R	The middle out target for sales.
Wa Sales R	The Waiting for Approval sales.
Wa Sales var Tgt R %	The Waiting for Approval variance between the target sales and last year's sales, expressed as a percentage of last year.
MO Tgt Gross Profit	The middle out target for gross profit.
MO Tgt Gross Profit %	The middle out target for gross profit percentage of total sales.
Wa Gross Profit var Tgt %	The Waiting for Approval variance between the target gross profit and last year's gross profit, expressed as a percentage of last year.
MO Tgt Sales C	The middle out target for sales cost.
Wa Sales C	The Waiting for Approval sales cost.
Wa Sales var Tgt C %	The Waiting for Approval variance between the target cost and last year's cost, expressed as a percentage of last year.
MO Tgt BOP Inv C	The middle out target beginning of period inventory cost.
Wa BOP Inv C	The Waiting for Approval beginning of period inventory cost.
MO Tgt Receipts C	The middle out target value for receipts.
Wa Receipts C	The Waiting for Approval value for receipts.
MO Tgt EOP Inv C	The middle out target for end of period inventory, expressed in cost value. The period can be a week, month, or any other calendar period.
Wa Receipts var Tgt C %	The Waiting for Approval variance between the target cost and last year's cost, expressed as a percentage of last year.
Wa EOP Inv C	The Waiting for Approval end of period inventory, expressed in cost value. The period can be a week, month, or any other calendar period.
WA EOP Inv var Tgt C %	The Waiting for Approval variance between the end of period target cost and last year's actuals, expressed as a percentage of last year.
MO Tgt Cum Avg Inv C	The middle out target for average cumulative inventory value, expressed in cost value, cumulated from the start of the season.
Wa Cum Avg Inv C	The Waiting for Approval average cumulative inventory value, expressed in cost value, cumulated from the start of the season.
MO Tgt Cum Turn C	The middle out cumulative inventory turns (cost) target. It is cumulated from the start week of the workbook.
Wa Cum Turn C	The Waiting for Approval cumulative inventory turns (cost). It is cumulated from the start week of the workbook.
MO Tgt GPROI	The middle out target gross profit return on investment.
Wa GPROI	The Waiting for Approval gross profit return on investment.
MO Tgt Sell Thru C%	The middle out target for sell through value (cost), expressed as a percentage of sales to the total receipts and beginning inventory.
Wa Sell Thru C%	The Waiting for Approval target for sell through value (cost), expressed as a percentage of sales to the total receipts and beginning inventory.
MO Tgt Forward Cover C	The middle out target number of weeks of forward cover for the period. Using the cost values sales of future weeks, this measure indicates how many weeks of sales can be fulfilled with the ending inventory of the period.
Wa Forward Cover C	The Waiting for Approval target number of weeks of forward cover for the period. Using the cost values sales of future weeks, this measure indicates how many weeks of sales can be fulfilled with the ending inventory of the period.

After you have finished reviewing the Wa plan, continue to the last step of the task, Approve/Reject Plan.

Approve/Reject Plan

After you have reviewed the submitted Wa plan, approve or reject it at this step.

The view in this step is Approve Plan, the same one that is shown in the first step, Review Plan Approval Status.

Figure 6-5 Approve/Reject Plan - Approve Plan View

In the Wp Approval measure, select one of the two options: Approve Plan or Reject Plan.
In the Wp Approval Info measure, enter any useful information about the plan or your approval decision. This step is optional.
Click the Approve/Reject button as shown in Figure 6-5.
A success message appears. Click OK to close it.

Figure 6-6 Success Message - Approve/Reject

The view refreshes and the approval or rejection information is populated in the measures, as shown in Figure 6-7.

Figure 6-7 Approve/Reject Plan - Approve Plan View

Commit Wp Measures

If you want to commit your working plan (Wp) measures to the database, you need to perform a separate commit in addition to commit that occurs when you approve the plan. For more information about committing, see the Oracle Retail Predictive Application Server User Guide for the Fusion Client.

To commit your Wp measures, in the workbook that you have published the targets, click Commit in the toolbar. Or, from the File menu, select the Commit option.

Figure 6-8 Commit a Workbook