5 Size Profile Approval

This chapter discusses the functions, concepts, and different steps within the Size Profile Approval task.

Introduction

The Size Profile Approval task allows users to review, update and approve size profiles. Users have the option of restricting their manual analysis and approval of size profiles to only alerted size profiles.

Note:

The number of steps in the Size Profile Approval task depends on the number of escalation levels chosen in the Size Profile Approval workbook wizard. Note that each contains the same three views.

The Size Profile Approval task contains the following steps:

Approve Step
Kink Exception Step

Using the Size Profile Approval Workbook

The following diagram outlines the steps to use the Size Profile Approval workbook.

Figure 5-1 How to Use Size Profile Approval Workbook

Planning Action

Approve Level is the planning action for Size Profile Approval task.

An Approve Level option is available for every size profile level displayed in the activity, based on the selections made in the Size Profile Approval wizard process.

The number of Approve Levels displayed in the menu depends on the number of escalation levels chosen in the Size Profile Approval wizard. The Approve Level that the user approves becomes the escalation level at which the dimension is maintained.

Figure 5-2 Planning Action for Size Profile Approval Workbook

Size Profile Approval Workbook Wizard

To build a Size Profile Approval workbook, perform the following steps:

Click the Create New Workbook icon in the Size Profile Approval task.
Figure 5-3 Create New Workbook Icon

You may be prompted to select a domain if you have access to more than one domain. For information on domain selection, see "Selecting the Domain when Creating a New Workbook" in Chapter 2.
The workbook wizard opens at the Select Style/Color screen. Select the products you would like to examine, and click Next.

Figure 5-4 Workbook Wizard: Select Style/Color
The Select Store workbook wizard is displayed. Select the store you would like to examine, and click Next.

Figure 5-5 Workbook Wizard: Select Store
The Select Master Size Range wizard is displayed. Select the Master Size Range you would like to examine. This filter will ensure that only the items of the selected master size range are brought into the workbook for approval.

Click Next.

Figure 5-6 Workbook Wizard: Select Store
The Select Generation ID screen is displayed. Generation IDs are necessary for saving multiple runs of size profile batches. Select no more than one generation ID, and click Next.

Figure 5-7 Workbook Wizard: Select Generation ID
The Select Escalation Level ID screen is displayed. Escalation levels are the intersections at which a size profile is generated.

Figure 5-8 Workbook Wizard: Select Escalation Level ID

Note that only the escalation levels that have been enabled for the selected generation ID are available for selection on this workbook wizard screen. By default, the valid escalation levels are displayed by their label (for example, level 01 or level 02). Once finished, the escalation levels listed under the Valid Escalation levels pane is displayed according to their escalation level label (for example, class/store/attribute/size).

Select the escalation levels you would like to examine, and click Finish.

Approve Step

Note:

The application displays separate views for each level of escalation that was enabled.

These are dynamic-built steps that have different number of views based on the data.

The following sections describe the views available under the Approve 01 step:

Summary Statistics View
Approve Size Profiles View
Review and Edit Size Profiles View

Summary Statistics View

This view contains all the approval statistics information for its level.

Figure 5-9 Summary Statistics View

The following table describes the measures available on this view.

Table 5-1 Summary Statistics Measures

Measure	Description
Filtered Sales	Filtered sales indicates total filtered sales after preprocessing.
Total Generated Size Profiles Esc Level L01	This indicates total profiles generated by the system. Note that the system does not generate size profiles in cases where the size profiles are pruned or rejected during postprocessing.
Total Alerted Profiles Esc Level L01	This indicates total number of alerts triggered.
Total Approved Profiles Esc Level L01	This indicates total approved size profiles.

Approve Size Profiles View

This view contains details of whether any profiles were approved by the system. Besides if the user wants to approve this level for a store that was not approved by the store, it should be done in this view. This view also contains details of archived size profiles for this level- for profiles that were archived earlier .

Figure 5-10 Approve Size Profiles View

The following table describes the measures available on this view.

Table 5-2 Approve Size Profiles View Measures

Measure	Description
Approved by User Esc Level L01	This indicates who has approved the size profile. If the Approve check box is selected, this measure is populated when the user invokes the custom menu. The System approval status indicates that the profile was auto-approved by the system.
Approve Date Esc Level L01	This indicates when a size profile has been approved. If the Approve check box is selected, this measure is populated when the user invokes the custom menu.
Approve Status Esc Level L01	This indicates whether a size profile has been approved. If the Approve check box is selected, this measure is populated when the user invokes the custom menu. The None approval status indicates that the size profile has not yet been approved.
Approval Comment for Esc Level 01	In case you would prefer to approve any level of escalated size profile manually, you may add a comment here that is saved for review later.
Approve Esc Level L01	This indicates that a size profile is ready for approval. The next time the Approve custom menu is invoked by the user, if this is check box is selected, the Approved Size Profile is populated by the adjusted size profile.
Edit Comment for Esc Level L01	Placeholder comments on Esc Level 01 that go with Approval.
Approval Comment Esc Level L01 Latest Archived	Comment attached to the approval for this level for the latest archived profile.
Approved Date Esc Level L01 Latest Archived	Date on which the latest archived profile was approved for this level.

Review and Edit Size Profiles View

This view contains information on the system profiles, adjust profiles, and resolved profiles.

Figure 5-11 Review and Edit Size Profiles

Table 5-3 Review and Edit Size Profiles View Measures

Measure	Description
Approved Profile for Esc Level L01 XG	Current approved Size Profile based on profiles on this escalation level.
Approved Profile Esc Level L01 Latest Archived	Most recently archived Approved Level 01 profile.
Final Approved Size Profile	Current approved Size Profile based on escalation logic.
Adjusted Profile Esc Level L01	This is populated by the normalized values of the Edit Profile. When the user specifies an edit profile, and approves the size profile, the system copies the Adjusted profile to the Approved Profile.
Edit Profile Esc Level L01	This allows users to input override size profile values. Users must enter only the changes to % of sizes that need to be updated. After calculating, SPO will normalize the profile in the Adjusted Profile Esc Level Placeholder measure. If users enter all new values in this measure, SPO does not normalize in the Adjusted Profile measure that do not add to 100%.
Escalation Level Picked	This is the resulting size profile that would effectively apply for the given escalation level. For the lowest escalation level, this measure is effectively the size profile that gets exported by the system. If a given size profile has been reviewed and approved by user, the resolved size profile equals the approved size profile. If size profile has not been approved or generated by system, the resolved profile is calculated by traversing the escalation path in the escalation order specified and finding the nearest approved size profile.
System Profile Esc Level L01	This is the system generated size profile for the given escalation level. In case the system fails to generate a size profile because of data sparsity or other issues, zero is displayed.
Sales Size Profile Esc Level L01	This indicates the size profile calculated by the system based on normalized sales from raw unfiltered actual sales.

Kink Exception Step

The Kink Exception step allows users to define or change kink exceptions within the approval workbook.

The following sections describe the Kink Sizes view available under the Kink Exception.

Kink Sizes View

The Kink Sizes view contains a Boolean measure called Expected Kink Sizes, which indicates whether or not a size is odd. The intersection for this view is at the size level.

Figure 5-12 Kink Sizes View

The following table describes the measures available on this view.

Table 5-4 Kink Sizes View Measures

Measure	Description
Expected Kink Sizes	Indicates whether or not a size is odd.