Contents

Title and Copyright Information

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Preface

• Audience
• Related Documentation
• 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
  • Worksheets
    • Editing Worksheet Data
    • Measure Aggregation and Spreading
    • Saving Workbook Data
  • Plan Versions
  • Plan Reconciliation
  • Planning Actions Menu
    • Seeding the Plan
    • Plan Approval
    • Publishing Targets

2 Mapping Setup Workbook

• Mapping Setup Wizard
• Mapping Tab
  • Mapping Worksheet

3 Top Down: Preseason Planning

• Top Down Target Setting Wizard
• Getting Started Tab
  • Initialize Plan Worksheet
    • Seeding the Plan
    • Setting Beginning of Season Inventory
• Target Setting Tab
  • Target Setting Worksheet
• Publish Targets Tab
  • Published Measures Worksheet
  • Publish Targets Worksheet
    • Commit Wp Measures
  • All Measures Worksheet

4 Middle Out: Preseason Planning

• Middle Out MFP Plan Wizard
• Getting Started Tab
  • Initialize Plan Worksheet
    • Seeding the Plan
    • Setting Beginning of Season Inventory
  • Target Overview Worksheet
    • Retrieving Updated Top Down Targets
• Sales / Markdowns Tab
  • Plan Sales and Markdowns Worksheet
• Receipts / Inventory Tab
  • Plan Receipts / Inventory Worksheet
• Margin Tab
  • Gross Margin Worksheet
• Review Plan / Publish Targets Tab
  • Review Plan / Reconcile Targets Worksheet
  • Publish Targets Worksheet
    • Publish and Commit Targets
    • Commit Wp Measures

5 Bottom Up: Preseason Planning

• Bottom Up MFP Plan Wizard
• Getting Started Tab
  • Initialize Worksheet
    • Seeding the Plan
    • Setting Beginning of Season Inventory
  • Target Overview Worksheet
    • Retrieving Updated Targets
• Sales / Markdowns Tab
  • Plan Sales and Markdowns Worksheet
• Receipts / Inventory Tab
  • Plan Receipts / Inventory Worksheet
• Margin Tab
  • Gross Margin Worksheet
• Review Plan / Reconcile to Targets Tab
  • Review Plan / Reconcile Targets Worksheet
• Review Item Plan Tab
  • Review Item Plan Worksheet
• Submit Plan for Approval Tab
  • Submitted Plan Measures
  • All Measures
  • Submit Plan Worksheet
  • Commit Wp Measures

6 Middle Out: Plan Approval

• Submitted Plan Review / Approval Tab
  • Review Submitted Plan Worksheet
  • All Measures Worksheet
  • Approve Plan Worksheet
  • Commit Wp Measures

7 Top Down: Review Targets

• Review Plan Tab
  • Review Plan Worksheet

8 In-Season Management

• Middle Out: In-Season Management
  • Open to Buy Tab
    • Open to Buy Worksheet
• Bottom Up In-Season Management
  • Open to Buy Tab
    • Open to Buy Worksheet

9 Data Load Validation Workbook

• Data Load Validation Wizard
• Bottom Up Working Plan Tab
  • Bottom Up Working Plan Worksheet
• Middle Out Working Plan Tab
  • Middle Out Working Plan Worksheet
• Top Down Working Plan Tab
  • Top Down Working Plan Worksheet
• Miscellaneous Measures Tab
  • Miscellaneous Measures Worksheet

10 Enable Op Approval Workbook

• Enable Op Approval Workbook Wizard
• Allow Op Approval

11 VAT Admin Workbook

• VAT Admin Wizard
• VAT Setup Tab
  • VAT Setup Worksheet

12 Reporting Administration

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