Contents

Title and Copyright Information

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Preface

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

1 Introduction

• MFP Planning Process
• Role Planning Overview
  • Planning Roles
• Merchandise Financial Planning Components and Key Processes
  • Workbooks
  • Views
    • Editing View Data
    • Measure Aggregation and Spreading
    • Saving Workbook Data
  • Plan Versions
  • Plan Reconciliation
  • MFP Custom Menu Options

2 Mapping Setup

• Opening the Mapping Workbook
• Last Year and Adjusted Last Year Week Mapping

3 Preseason: Top Down Role

• Building the Workbook
• Getting Started - Seed Plan
  • Seeding the Plan
    • Seeding One Level at a Time
    • Seeding Several Levels at Once
    • Setting Beginning of Season Inventory
• Develop Targets
• Review Targets
• Publish Strategic Targets
  • Publish Targets
  • Commit Wp Measures
• Next Steps

4 Preseason: Middle Out Role

• Building the Workbook
• Getting Started - Seed Plan
  • Seeding the Plan
    • Seeding One Level at a Time
    • Seeding Several Levels at Once
  • Setting Beginning of Season Inventory
• Review Strategic Targets
  • Retrieving Updated Strategic Targets
    • Refresh the Workbook
• Develop Sales and Profit Targets
• Develop Inventory and Receipt Targets
• Reconcile to Strategic Targets
• Publish Department Targets
  • Publish Targets
  • Commit Wp Measures
• Next Steps
• Review Department Targets
  • Review Plan / Reconcile Targets
• All Measures

5 Preseason: Bottom Up Role

• Building the Workbook
• Getting Started - Seed Plan
  • Seeding the Plan
    • Seeding One Level at a Time
    • Seeding Several Levels At Once
    • Setting Beginning of Season Inventory
• Review Department Targets
  • Retrieving Updated Department Targets
    • Refresh the Workbook
• Develop Sales and Profit Plan
• Develop Receipts and Inventory Plan
• Reconcile to Department Targets
  • Review Plan / Reconcile Targets
• Review/Reconcile to Item Plan
  • 1. Review Item Plan CP Plan
  • 2. Review Item Plan OP Plan
• Original Plan Submit
  • Submit Plan View
  • Commit Wp Measures
• Next Steps
• All Measures

6 Original Plan Approval

• Review Plan Approval Status
• Review Submitted Department Plan
• Approve/Reject Plan
  • Commit Wp Measures

7 In-Season Management

• Top Down Role: Review Company Results to Plan
  • Compare Company Results to Plan
    • Review Plan
• Middle Out Role: Review Department Results to Plan
  • Compare Department Results to Plan
    • Review Plan/Reconcile Targets
  • Review Open to Buy
    • Open to Buy View
• Bottom Up Role: Review Class-SubClass Results to Plan
  • Compare Class-SubClass Results to Plan Results to Plan
    • Review Plan/Reconcile to Targets
• Bottom Up: Update Department Plans
  • Review Open to Buy
  • Update Sales and Profit Plan
  • Update Receipts and Inventory Plan
  • Review Updated Open to Buy
  • Review Updated Department Plan
  • Review/Reconcile to Item Plan
    • 1. Review Item Plan CP Plan
    • 2. Review Item Plan OP Plan
• Bottom Up: Submit Updated Current Plan
• Middle Out: Update Current Plan Approval
  • Review Plan Approval Status
  • Review Submitted Department Plan
  • Approve/Reject Updated Plans
  • All Measures

8 Enable Op Approval

• Enable OP Approval Workbook Wizard
• Allow OP Approval

9 Data Load Validation

• Building the Workbook
• SubClass Data Load Validation
• Department Data Load Validation
• Division-Group Data Load Validation
• Miscellaneous Measures Validation

10 VAT Admin

• Building the VAT Admin Workbook
• VAT Setup

11 Reporting Administration

• Reporting Administration Wizard
• Reporting Administration at Department View
• Reporting Administration at Class View
• Reporting Administration at Sub-Class View

12 Purchase Order View

• Overview of PO View
• Overview of Configuring PO View
• Launching PO View
  • Changing the Levels Available for Dimensions
  • Selecting the Data
    • Right Click Menus to Initiate PO View
• The PO View Window
  • Missing Position Warning
  • PO View Window Parts
• Using PO View
  • Relationship between Information in RMS and MFP