5 Preseason: Bottom Up Role Task

The bottom up role is usually associated with the merchandise planner in the merchandise planning organization. During the preseason, the bottom up user receives department targets from the middle out user. The bottom up user references those targets when creating the department, class, and subclass targets.

When bottom up users open MFP in the RPAS Fusion Client, they are presented with the preseason activity called Create Merchandise Financial Plan. The third and fourth tasks in the list, Develop Department Plans and Original Plan Submit, belong solely to bottom up users. The Develop Department Plans has seven steps:

• Getting Started - Seed Plan

• Review Department Targets

• Develop Sales and Markdown Plan

• Develop Inventory and Receipt Plan

• Review and Adjust Gross Margin Plan

• Reconcile to Department Targets

• Review/Reconcile to Item Plan

After bottom up users develop the department plan, they submit their plan to the middle out user for approval using the Original Plan Submit task. This task has two steps:

• Submit Plan for Approval

• Review Plan Approval Status

These tasks and steps are shown in Figure 5-1.

Figure 5-1 Bottom Up Role View: Preseason Tasks and Steps

Note: The bottom up user can see the tasks of the top down and middle out roles, but the bottom up user cannot open or create workbooks within those tasks. This is denoted by the grayed out icons on the right of the taskflow.

The bottom up user must complete these seven steps on the Develop Department Plans task in order to create the department plans and submit them for approval to the middle out user. To do this, the bottom up user must first build the workbook.

Building the Workbook

To build the bottom up role workbook, perform the following steps.

1. Click the Create New Workbook icon in the Develop Department Plans task.

   Figure 5-2 Create New Workbook Icon

   
   

2. The workbook wizard opens at the Calendar Selection step. Select the halves that you want to plan and move them to the Selected Items box. Click Next.

   Figure 5-3 Workbook Wizard: Calendar Selection

   
   

3. The Product Selection step of the workbook wizard is displayed. Select the department you want to plan and move it to the Selected Items box. Click Next.

   Figure 5-4 Workbook Wizard: Product Selection

   
   

4. The Location Selection step of the workbook wizard is displayed. Select the channels you want to plan and move them to the Selected Items box. Click Finish.

   Figure 5-5 Workbook Wizard: Location Selection

   
   

The Bottom Up Role workbook is built, and the Initialize view opens.

Getting Started - Seed Plan

The first step that bottom up users perform after they build the workbook is to seed the plan with the Initialize Plan view.

Figure 5-6 Bottom Up: Initialize Plan View

The following table lists the measures available on this view.

Table 5-1 Initialize Plan View Measures

Measure	Description
Seed Source	The seed source used to seed the working plan. Use this option to seed or not seed the working plan. You can seed with Last Year's (Ly) or Adjusted Last Year's data. Or, you can choose the Do Nothing option if you do not want to seed the working plan.
Last Seed Source	The last type of seed that was performed in this task. One of three options is shown: Seed from Last Year Seed from Adjusted Last Year Do Nothing
Last Seeded Date	The last time the working plan was seeded.

With this view, you can choose to seed your plan with Last Year (Ly) or Adjusted Last Year (Adj Ly) data to create a demand curve on which to spread the new plan's initial targets. Or, you can instead choose to not seed the plan, which allows you to create a plan that is not influenced by last year's performance.

In the preceding example, both the Half1 FY2009 and Half2 FY2009 halves have been selected to be seeded with Ly data.

Seeding the Plan

When seeding the plan, you can choose which information is seeded. For instance, you can seed just one half or all halves in the task, as shown in Figure 5-6. You can also choose what locations and products to seed.

There are two ways you can seed. You can seed each level individually, or you can seed several levels at once by changing the dimension level shown in the view.

Seeding One Level at a Time

As shown in Figure 5-6, only the Brick & Mortar channel and the 100 Men's Footwear department have been selected to be seeded with Ly data. This means that the other Product departments have not been selected to be seeded yet. To seed the next department in the Product dimension within the Brick & Mortar channel, perform the following steps:

1. Click within the dimension field that you want to change, as shown in Figure 5-7.

2. Click the Next or Previous arrow, as shown in Figure 5-7.

   Figure 5-7 Changing a Dimension Level with Page Arrows

   
   

3. The page refreshes and the next department in the Product dimension is displayed in the page edge. Note that the Seed Source measure is no longer populated.

4. Select the half that you want to seed with Ly or Adj Ly data.

5. Click the Next arrow to view and seed the next department.

6. When you have selected all the data you want to seed, click Seed in the top, right corner.

   Figure 5-8 Seed Button

   
   

7. A confirmation message is displayed, stating that the data has been successfully seeded. Click OK.

   Figure 5-9 Seeding Success Message

   
   

After you have seeded, the view refreshes and the Last Seed Source and Last Seed Date measures contain the source and date of the last seed.

Seeding Several Levels at Once

If you want to seed several locations and several products at, you may want to change the level of the dimensions shown in the page edge.

The default setting of the Initialize view is set to show the Calendar dimension at the half level, the Location dimension at the channel level, and the Product dimension at the department level.

To change the dimension level shown in the page edge or grid, perform the following steps:

1. Click the dimension tile of the dimension level you would like to change.

   Figure 5-10 Location Dimension Tile

   
   

2. The dimension window is displayed. Select the level of the dimension that you want to appear in the page edge. If you want to view more than one level at a time in the page edge or grid, select multiple levels. In Figure 5-11, Channel was deselected and all [Location] was selected instead.

   Figure 5-11 Location Dimension Window

   
   

3. Click OK when finished.

4. Repeat steps 1 through 3 for other dimensions if desired.

5. After the dimensions are at the level you want, select the halves that you want to seed.

   In Figure 5-12, both the Location and Product dimensions are at All, and the halves Half1 FY2009 and Half2 FY2009 have been selected.

6. When you have selected all the data you want to seed, click Seed in the top, right corner, as shown in Figure 5-12.

   Figure 5-12 Seeding Several Levels at Once

   
   

7. The view refreshes and the Last Seeded Source and Last Seed Date measures contain the source and date of the last seed. A confirmation message is displayed, stating that the data has been successfully seeded. Click OK.

   Figure 5-13 Seeding Success Message

   
   

Setting Beginning of Season Inventory

After you have seeded, set the Beginning of Season (BOS) inventory. By entering the BOS inventory that you project for the season, you can set the BOS markup for that inventory, which allows the BOS cost to be calculated.

To set the BOS, perform the following steps:

1. In the Initialize Plan view, change the measure profile to Seed and Set BOS Inventory.

2. The view is refreshed and the Seed and Set BOS Inventory measures are visible.

   Figure 5-14 Initialize Plan View with Seed and Set BOS Inventory Measure Profile, Half

   
   

3. Change the calendar level to year.

4. Enter data in the BOS Inv R, BOS Inv IMU%, and Wp BOS Inv U measures.

   Figure 5-15 Initialize Plan View with Seeded and Set BOS Inventory, Year

   
   

5. Click Calculate.

After the BOS is planned, the cost and AUR is calculated.

After you have seeded and set the BOS, continue to the next step: Review Department Targets.

Review Department Targets

After you have seeded, you need to review the department targets that the middle out user has created for you. The purpose of reviewing the targets is so that you can understand the goal that your plan should meet.

Figure 5-16 Target Overview View

Since you develop subclass targets and that is level of the Product dimension that the view defaults to, you must first change the Product dimension so that you can see the department level data instead of subclass data.

To change the level of the Product dimension that is visible in the view, perform the following steps:

1. Click the Product dimension tile. The 2. Target Overview - Product dialog window opens.

2. On the Levels tab, select Department. This enables the department level to be visible in the view.

3. Deselect Subclass. This hides the subclass level data.

4. Click OK. The dialog box closes.

The view refreshes and the data in the MO Tgt measures is visible. Now you can review the department targets.

The Target Overview view contains the middle out target (MO Tgt) measures as well as last year (Ly) measures.

Use this view to compare the MO Tgt measures to the corresponding Ly measures. By understanding how the middle out targets compare to last year's metrics, you can better understand what your plan needs to achieve.

Note: All measures in the Target Overview view are read-only. The measures that you edit are in other views.

The following table lists the measures available on this view.

Table 5-2 Target Overview View Measures

Measure	Description
MO Tgt Sales R	The middle out target for sales.
Ly Sales R	Last year's sales.
MO Tgt Sales var Ly R%	The middle out target for variance between target sales value and last year's sales value, expressed as a percentage of the last year value.
MO Tgt Markdown R	The middle out target value for markdowns.
MO Tgt Markdown R%	The middle out target for markdown expressed as a percentage of total sales retail.
Ly Markdown R	Last year's value for markdowns.
Ly Markdown R%	Last year's markdown expressed as a percentage of total sales retail.
MO Tgt Mkd down Var Ly R%	The middle out target for variance between target markdowns and the last year markdowns, expressed as a percentage of the last year value.
MO Tgt Shrink R%	The middle out target for shrink for the period, expressed as a percentage of total sales retail.
Ly Shrink R%	Last year's actual shrink, expressed as a percentage of total sales retail.
MO Tgt Receipts R	The middle out target value for receipts.
Ly Receipts R	Last year's receipts value.
MO Tgt Receipts MU %	The middle out target markup percent for receipts, expressed as a percentage of markup to net sales.
Ly Receipts MU %	The actual receipt markup percentage for last year.
MO Tgt EOP Inv R	The middle out target for end of period inventory, expressed in retail value. The period can be a week, month, or any other calendar period.
Ly EOP Inv R	Last year's end of period inventory. This can be at week, month, or any other calendar period.
MO Tgt Cum Turn R	The middle out cumulative inventory turns (retail) target. It is cumulated from the start week of the task.
Ly Cum Turn R	Last year's cumulative inventory turns (retail). It is cumulated from the same week last year, corresponding to the first week in the task.
MO Tgt Cum Avg Inv R	The middle out average cumulative inventory value, expressed in retail value, cumulated from the start of the season.
Ly Cum Avg Inv R	Last year's average cumulative inventory value, expressed in retail value, cumulated from the start of the season.
MO Tgt Cum Avg Inv Var Ly R%	The variance for last year's cumulative average inventory compared to the middle out target.
MO Tgt Gross Margin	The middle out target for gross margin.
MO Tgt Gross Margin %	The middle out target for gross margin expressed as a percentage of total sales retail.
Ly Gross Margin	Last year's gross margin.
Ly Gross Margin %	Last year's gross margin expressed as a percentage of last year's total sales retail.
MO Tgt Publish Targets Date	The date that the middle out target was published.
MO Tgt Publish Info	Additional information about the middle out targets. This information was entered by the middle out user who published the targets.

Retrieving Updated Department Targets

If the middle out user updates the department targets after you have created your class and subclass plans, you will need to retrieve those new targets. You can retrieve them one of two ways. You can build a new workbook which uses the updated department targets from the domain. Or, if you want to bring the new targets into one of your existing tasks, you can refresh the task.

Refresh the Workbook

When refreshing a workbook, you can run a refresh rule group that has been configured to retrieve data from the master database.

To refresh a workbook, click Refresh in the toolbar. Or, choose the Refresh option from the Edit menu. Since only one rule group exists for this workbook template, there are no options to choose from. The one refresh rule group runs, and measures configured in that rule group are updated.

Figure 5-17 Refreshing a Workbook

For more information about the refresh option, see the Oracle Retail Predictive Application Server User Guide for the Fusion Client. For information about creating refresh rule groups, see the Oracle Retail Predictive Application Server Configuration Tools User Guide.

After you have reviewed and compared the middle out targets to the last year metrics, continue to the next step: Develop Sales and Markdown Plan.

Develop Sales and Markdown Plan

After you have seeded the groups and reviewed the middle out department targets, you can develop the sales and markdown targets for the classes and subclasses within those departments using the Plan Sales and Markdowns view.

Use the following best practices to plan the sales and markdowns.

1. Using the default measure profile, which is Sales and Markdowns, review and compare the total sales to the forecast.

2. Change the measure profile to Sales by Type.

   Figure 5-18 Plan Sales and Markdowns View, Sales by Type Measure Profile

   
   

3. In the Sales by Type measure profile, plan your sales by type. The sales types are regular (Reg), promotional (Promo), clearance (Clr), and regular and promotional (Reg + Promo).

   
   

   Note: Since Sales and Markdowns are both planned at the type level, you must first complete the sales by type planning before you can plan the markdowns by type.

   
   

   Start by planning the regular sales. Then, using your marketing calendar as a guide, align the promotional sales to the calendar. Refer to the calendar again for the exit weeks for the products, and plan the clearance sales for those weeks.

   The planned figures for these sales types populates the Wp Sales R measure.

4. Return to the Sales and Markdowns measure profile.

   Figure 5-19 Plan Sales and Markdowns View

   
   

5. With the total Wp Sales R populated, you can adjust the total to your target while still maintaining the relationships between the different sales types.

6. Plan the shrink with either the Wp Shrink R or Wp Shrink R% measure.

7. Change the measure profile to Markdown by Type.

8. In the Markdown by Type profile, edit the Wp Markdown Promo R% to adjust the Wp Markdown Promo Rate.

   Figure 5-20 Plan Sales and Markdowns View, Markdown by Type Measure Profile

   
   

The following table lists the measures available on the default measure profile of this view.

Table 5-3 Plan Sales and Markdowns View Measures

Measure	Description
Wp Fcst Pre-Season R	The preseason forecast.
Wp Sales R	The planned sales retail value.
Wp Sales var Fcst Pre-Season R%	The planned preseason sales variance forecast.
Ly Sales R	Last year's sales retail value.
Wp Sales var Ly R%	The planned sales retail variance to last year expressed as a percentage.
Wp Markdown R	The planned markdown value.
Wp Markdown R%	The planned markdown value expressed as a percentage of total sales retail.
Ly Markdown R	Last year's markdown value.
Ly Markdown R%	Last year's markdown value expressed as a percentage of total sales retail.
Wp Markdown Var Ly R%	The planned variance between the target markdown value and last year's actual markdown, expressed as a percentage of last year.
Wp Shrink R	The planned shrink for the period. Shrink is loss due to reason such as damage or theft.
Wp Shrink R%	The planned shrink for the period, expressed as a percentage of total sales retail.
Ly Shrink R	Last year's actual shrink. Shrink is loss due to reason such as damage or theft.
Ly Shrink R%	Last year's actual shrink, expressed as a percentage of total sales retail.

After you have adjusted the sales and markdown plan, continue to the next step: Develop Inventory and Receipt Plan.

Develop Inventory and Receipt Plan

After you have developed the sales and markdown plan, develop a receipts and inventory plan that can support the sales and markdown plan. The purpose of this step is to ensure that you have a receipt and inventory plan that supports the sales that you are projecting.

Like the Plan Sales and Markdowns View, the Plan Receipts/Inventory view contains several Ly metrics that you can reference when setting your targets. There are also additional measures for adjusting your inventory targets. Note that the adjustments you made to the Wp Sales R measure in the Plan Sales and Markdowns view are visible in this view if you have calculated.

Use the following best practices to plan the receipts and inventory.

1. Ensure that you have set the beginning of season (BOS) inventory in the Initialize Plan view in the Getting Started tab. The BOS measures must be set before planning the receipts and inventory. To set the BOS measures, see Setting Beginning of Season Inventory.

2. Plan the receipt flow and then evaluate the average inventory and turn.

3. Review the Wp CMU % measure. Cumulative markup rate (CMU %) is a blend of the beginning of period (BOP) inventory retail and cost with the future receipt retail and receipt cost. The Wp CMU % directly affects the cost of goods sold (COGS), which then affects the gross margin.

4. Adjust the Wp Stock to Sales R measure accordingly. These adjustments affect the receipts for both the current month and prior month. However, the total plan period receipts do not increase or decrease; they only shift from month to month.

Figure 5-21 Plan Receipts / Inventory View

The following table lists the measures available on this view.

Table 5-4 Plan Receipts / Inventory View Measures

Measure	Description
Wp BOS Inv R	The planned beginning of period inventory in retail value. The period can be a week, month, or any other calendar period.
Wp BOS Inv IMU %	The planned markup percentage for the beginning of season inventory. (The BOS Inv IMU% must be planned to get the BOS Cost).
Wp BOP Inv R	The planned beginning of period inventory in retail value. The period can be a week, month, or any other calendar period.
Ly BOP Inv R	Last year's beginning of period inventory. The period can be a week, month, or any other calendar period.
Wp Sales R	The planned sales retail value.
Ly Sales R	Last year's sales retail value.
Wp Markdown R	The planned markdown value.
Wp Shrink R	The planned shrink for the period.
Wp Receipts R	The planned receipt value.
Wp Receipts MU %	The planned receipts markup as a percentage of retail value.
Ly Receipts R	Last year's receipts.
Ly Receipts MU %	The actual receipt markup percentage for last year.
Wp Rec Var Ly R%	The variance between the planned receipts and last year's actual receipts, expressed as a percentage of last year.
Wp EOP Inv R	The planned end of period inventory. The period can be a week, month, or any other calendar period.
Ly EOP Inv R	Last year's end of period inventory. The period can be a week, month, or any other calendar period.
Wp CMU %	The planned cumulative markup percent, cumulated from the start week of the task.
Ly CMU %	Last year's cumulative markup percent, cumulated for the same period last year, corresponding to the start week of this task until the current week.
Wp Cum Avg Inv R	The planned cumulative average inventory value, expressed in retail value, cumulated from the start of the season.
Ly Cum Avg Inv R	Last year's cumulative average inventory value (retail), cumulated for the same period last year, corresponding to the start week of the task until the current week.
Wp Cum Turn R	The planned cumulative inventory turns (retail). It is cumulated from the start week of the task.
Ly Cum Turn R	Last year's cumulative inventory turns (retail). It is cumulated from the same week last year, corresponding to the first week in the task.
Wp Stock to Sales R Ratio	The planned ratio of the BOP inventory to the sales for the same period.
Ly Stock to Sales R Ratio	Last year's ratio of the BOP inventory to the sales for the same period.
Wp Forward Cover R	The planned number of weeks of forward cover for the period. Using the retail values sales of future weeks, this measure indicates how many weeks of sales can be fulfilled with the ending inventory of the period.
Ly Forward Cover R	Last year's forward cover for the period.

After you have created an achievable receipts and inventory plan, continue to the Review and Adjust Gross Margin Plan to see if your sales and inventory plans achieve the gross margin goal you have been given.

Review and Adjust Gross Margin Plan

Use the Gross Margin view to evaluate the gross margin created from your sales and markdown plan and receipts and inventory plan. Determine whether the planned gross margin meets your gross margin goal. If it does not, return to the Develop Sales and Markdown Plan and Develop Inventory and Receipt Plan steps to adjust your receipt markups and receipt flow. When you return to the Plan Sales and Markdowns view, adjust the markdown plans, but do not change the sales. Continue this process until you are satisfied with the gross margin.

Figure 5-22 Gross Margin View

The following table lists the measures available on this view:

Table 5-5 Gross Margin View Measures

Measure	Description
Wp Gross Margin	The planned gross margin.
Wp Gross Margin %	The planned gross margin expressed as a percentage of sales retail.
Ly Gross Margin	Last year's gross margin.
Ly Gross Margin %	Last year's gross margin as a percentage of last year's total sales retail.
Wp GM Var Ly R%	The planned gross margin expressed as a percentage of last year's gross margin.
Wp Sales R	The planned sales retail value.
Ly Sales R	Last year's sales retail value.
Wp Markdown R	The planned markdown value.
Wp Markdown R%	The planned markdown value expressed as a percentage of total sales retail.
Ly Markdown R	Last year's actual markdown value.
Ly Markdown R%	Last year's markdown expressed as a percentage of total sales retail.
Wp Shrink R	The planned shrink for the period.
Wp Shrink R %	The planned shrink for the period, expressed as percentage of total sales retail.
Ly Shrink R%	Last year's actual shrink, expressed as a percentage of retail sales value.
Wp Receipts R	The planned receipts.
Wp Receipts MU %	The planned markup rate for receipts, expressed as a percentage of markup to net sales.
Ly Receipts MU %	The actual receipt markup percentage for last year.
Wp MarkUp R	The planned markup value for receipts, expressed as a difference of net sales and cost.
Ly MarkUp R	Last year's markup value for receipts, expressed as a difference of net sales and cost.
Wp CMU %	The planned cumulative markup percent. It corresponds to the start week of the task until the current week.
Ly CMU %	The cumulative markup percent from last year. It is cumulated for the same period last year.
Wp Cum Avg Inv R	The planned average cumulative inventory retail. It is cumulated from the start week of the task.
Ly Cum Avg Inv R	Last year's average cumulative inventory retail.
Wp GMROI %	The planned gross margin return on inventory.

Now that you have developed your gross margin plans, continue to the Reconcile to Department Targets step.

Reconcile to Department Targets

After you have created a plan, compare your plan to the middle out targets to see if you meet the goals created by the middle out user.

Use the default measure profile of the Review Plan/Reconcile to Targets view to the review the plan in total. Use the Reconcile to MO Targets measure profile to reconcile your plan to the middle out targets. When using this profile, set the calendar hierarchy to month.

Figure 5-23 Review Plan / Reconcile To Targets View

After you are satisfied that the plan you have created sufficiently meets the middle out targets, you can submit your plan to the middle out user. For more information about submitting the plan, see Original Plan Submit. Or, you could perform an optional step before submitting it: the Review/Reconcile to Item Plan step.

Review/Reconcile to Item Plan

The Review Item Plan view is optional. If your company uses Oracle Retail Item Planning (IP), you can review and reconcile your subclass plan to the approved item plan that was created with that product.

The approved item plan is loaded into MFP from IP through nightly or weekly batch processing. Approved data is exported from IP and loaded into MFP at the subclass level. The aggregation takes place within IP when exporting. Only the plans that have been approved since the last export in IP are imported into MFP.

If an item plan OP or item plan CP has been committed, and the batch has run, which brings those measures in the Bottom Up task, then the bottom up planner can use this view to compare them. However, there is no hard reconciliation between MFP and IP.

There are six measure profiles for which you can use to compare your plan:

• Review Item Plan CP Unit Plan

• Review Item Plan CP Value and Units

• Review Item Plan CP Value Plan

• Review Item Plan OP Unit Plan

• Review Item Plan OP Value and Units

• Review Item Plan OP Value Plan

Figure 5-24 Review Item Plan, CP Value and Units Measure Profile

The following table lists the measures available on this view.

Table 5-6 Review Item Plan View: Review Item Plan CP Value and Units Measure Profile Measures

Measure	Description
IP Cp Sales R	The Item Planning current plan sales value.
Wp Sales R	The planned sales value.
Wp Sales var Cp R%	The planned variance between target sales value and the current plan sales value, expressed as a percentage of the current plan.
Wp Markdown R	The planned markdown value.
IP Cp Receipts R	The Item Planning current plan receipts value.
Wp Receipts R	The planned receipts value.
Wp Receipts R var IP Cp %	The planned variance between the receipts value and the Item Plan current plan, expressed as a percentage of the current plan.
IP Cp Receipts MU %	The Item Planning current plan receipts markup rate.
Wp Receipts MU %	The planned receipts markup rate.
IP Cp EOP Inv R	The Item Planning current plan end of period inventory. The period can be a week, month, or any other calendar period.
Wp EOP Inv R	The planned end of period inventory. The period can be a week, month, or any other calendar period.
Wp EOP Inv R var IP Cp %	The planned variance between the target end of period inventory and the Item Planning current plan end of period inventory, expressed as a percentage of the Item Planning current plan.
IP Cp Cum Avg Inv R	The Item Planning current plan average cumulative inventory value, expressed in retail value, cumulated from the start of the season.
Wp Cum Avg Inv R	The planned cumulative average inventory value, expressed in retail value, cumulated from the start of the season.
IP Cp Cum Turn R	The Item Planning current plan cumulative inventory turns (retail). It is cumulated from the start week of the task.
Wp Cum Turn R	The planned cumulative inventory turns (retail). It is cumulated from the start week of the task.
IP Cp Sales U	The Item Planning current plan sales units.
Wp Sales U	The planned sales units.
Wp Sales U var IP Cp %	The planned variance between the sales units and the Item Planning current plan sales units, expressed as a percentage of the Item Planning current plan.
IP Cp Receipts U	The Item Planning current plan receipts units.
Wp Receipts U	The planned receipts units.
Wp Receipts U var IP Cp %	The planned variance between the receipts units and the Item Planning current plan receipts units, expressed as a percentage of the Item Planning current plan.
IP Cp EOP Inv U	The Item Planning current plan end of period inventory units.
Wp EOP Inv U	The planned end of period inventory units.
Wp EOP Inv U var IP Cp %	The planned variance between the end of period inventory units and the Item Planning current plan end of period inventory units, expressed as a percentage of the Item Planning current plan.
IP Cp Cum Avg Inv U	The Item Planning current plan average cumulative inventory units. It is cumulated from the start week of the task.
Wp Cum Avg Inv U	The planned average cumulative inventory units. It is cumulated from the start week of the task.
IP Cp Cum Turn U	The Item Planning current plan cumulative inventory turns, cumulated from the start week of the task.
Wp Cum Turn U	The planned cumulative inventory turns, cumulated from the start week of the task.

Original Plan Submit

When you are ready to submit your working plan to the middle out user for approval, continue to Original Plan Submit task.

1. In the taskflow, click the Open icon in the Original Plan Submit task.

   
   

   Note: You can either open a workbook or create a new workbook. If you have committed the workbook used in the previous task, you can build a new one and see the data you need. If you did not commit that one, you must open it to complete this process.

   
   

   Figure 5-25 Open Workbook Icon for Original Plan Submit Task

   
   

2. The Open Workbook dialog box opens. Select the workbook that you want to submit and click Open Workbook.

   Figure 5-26 Open Workbook Dialog Box

   
   

3. The workbook opens at the Submit Plan view.

Submit Plan View

When you are ready to submit your working plan to the middle out user for approval, use the Submit Plan view.

Note: When the Op Approve Enabled measure is selected, you can submit a plan for the Op version. This measure is set by an administrator in the Enable OP Approval administration task. The administrator can select or deselect this option at any time. If the administrator deselects it during the in-season, you will not be able to submit a plan for the Op. The administrator may choose to do this after the planning process has been finalized in order to lock down the Op. If this occurs, you will be unable to submit a plan for the Op and the middle out user will be unable to approve a plan for the Op.

Figure 5-27 Submit Plan View

1. Select what you want to submit the working plan to using the Wp Submit measure. Options are Submit Op Only, Submit Cp Only, or Submit Op and Cp.

2. Optional: Enter information about the working plan in the Wp Submit Info measure.

3. Click the Submit button at the top right of the view, as shown in Figure 5-27.

4. A success message is displayed. Click OK to close it.

   Figure 5-28 Success Message - Plan Submitted

   
   

As a result of running the submit custom menu, the Wp Submit and Wp Submit Info measures are cleared and the Wp Approval Pending check boxes are checked. The Wa Submit By, Wa Submit Date, and Wa Submit Info measures are populated. In addition, your working plan is copied into a Waiting for Approval (Wa) plan.

After the middle out user approves or rejects the Wa plan, you can see the approval or rejection information by accessing the Review Plan Approval Status view in the Original Plan Submit step.

Figure 5-29 Submit Plan View, Submitted Plan

The following table lists the measures available on this view.

Table 5-7 Submit Plan View Measures

Measure	Description
Op Approve Enabled	When selected, the bottom up user can submit a plan to the Op.
Wp Approval Pending	When selected, the approval of the working plan is pending.
Wp Submit	Used to select what the working plan is submitted to. Options are Submit Op Only, Submit Cp Only, and Submit Op and Cp.
Wp Submit Info	Used to input information about the submitted plan.
Wa Submit By	Displays the username of the user who submitted the plan.
Wa Submit Date	Displays the date that the plan was submitted.
Wa Submit Info	Displays the information that the user entered about the plan.
Last Approval Action	Displays the last approval action that occurred.
Op Approved/Rejected By	Displays the username of the user who approved or rejected the Original Plan.
Op Approve/Reject Date	Displays the date that the plan was approved or rejected.
Op Approve/Reject Info	Displays the information that the user entered about why the Original Plan was approved or rejected.
Cp Approved/Rejected By	Displays the username of the user who approved or rejected the Current Plan.
Cp Approve/Reject Date	Displays the date that the plan was approved or rejected.
Cp Approve/Reject Info	Displays the information that the user entered about why the Current Plan was approved or rejected.

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 submitting your plan for approval. For more information about committing, see the Oracle Retail Predictive Application Server User Guide for the Fusion Client.

To commit your Wp measures, perform the following step:

• In the task that you have published the targets, click Commit in the toolbar. Or, from the File menu, select the Commit option.

  Figure 5-30 Commit a Workbook

  
  

Next Steps

After you have submitted your plan to the middle out user, the middle out user approves or rejects your submitted plan. If rejected, adjust your plan using the steps described in this chapter and submit it again. Since you have already created a working plan, there is no need to seed the task again unless you want to start again with Ly (Last Year) data.

To learn about how the middle out user approves or rejects your plan, see the Original Plan Approval Task chapter.

All Measures

The All Measures view includes all the measures contained in the task; however, only the Wp Sales R measure is visible in the default measure profile. The purpose of this task is to allow you to create a view of task measures that you may not be able to view all at once in other views.

Figure 5-31 Review Targets - All Measures

To see the other measures in this view, perform the following steps:

1. Click the Measure dimension tile. The All Measures - Measure window is displayed.

2. Move the measures you want to see in the view from the Hidden Measures box to the Visible Measures box.

3. When finished, click OK.

For more information about hidden and visible measures, see the Oracle Retail Predictive Application Server User Guide for the Fusion Client.