Contents

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Preface

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

1 Introduction

• Merch Planning Process
• Location Planning Process
• Target and Plan Alignment
• 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 MFP Setup Task

• Opening the MFP Setup Workbook
• History Mapping
  • History Mapping View
• Local Currency
  • Local Currency Rate
  • Local Currency Symbol View
• VAT Setup
  • VAT Setup View
• Manage Export
  • Export Elapsed Setting View
  • Manage Export View

3 Location Setup Task

• Opening the Location Setup Workbook
• Location Info
  • Location Info View
  • Location Space View
• Like Location
  • Like Location View

4 Enable Op Approval Task

• Enable OP Approval Workbook
• MP Enable OP Approval
• LP Enable OP Approval

5 Load Validate Task

• Building the Workbook
• Actuals
• Merch Target
• Merch Plan
• Location Target
• Location Plan

6 Create Merch Plan Targets Task

• Building the Workbook
• Create Targets
  • Seed Plan
    • Seeding the Plan
  • Sales and Markdowns
  • Receipts and Inventory
  • Gross Margin/Net Margin
• Review and Publish Targets
  • Review Targets
  • Publish Targets
• Next Steps

7 Create Merch Plan Task

• Building the Workbook
• Create Plan
  • Seed Plan
    • Seeding the Plan
  • Sales and Markdowns
  • Receipts and Inventory
  • Gross Margin
• Sales and Markdown Plan - Sales by Type
• Inventory and Receipt Plan
• Review and Adjust Gross Margin Plan
• Review and Reconcile: Review with Target
  • Retrieving Updated Department Targets
    • Refresh the Workbook
• Reconcile to Department Targets
• Review/Reconcile with Location Plan
• Review and Submit Plan
• Submit and Approve Plan
• Next Steps

8 Create Location Targets Task

• Building the Workbook
• Plan Sales/Gross Margin% View
• Review and Publish
• Publish
• Review Targets
• All Measures
  • All Measures View

9 Create Location Plan Task

• Building the Workbook
• Create Location Plan
  • Seed Plan
  • Sales and Markdowns
  • Plan Sales/Markdowns View
  • Local Currency Plan
  • Plan W/F Sales and Markup
  • Plan Receipts/Inventory
• Review and Reconcile to MFP
• Review and Approve
  • Review Plan
  • Approve Plan
• Review and Re-Approve
  • Review and Re-Project Plan
  • Approve Plan
• All Measures
  • All Measures View

10 In-Season Management

• Building the Workbook
  • Review and Pre-Project
  • Open to Buy
    • Update Sales and Markdowns Targets
    • Update Receipts and Inventory Plan
    • Review and Update Gross Margin Plan
  • Publish Targets
  • Projection
• Review and Re-Project
  • Create
  • Review
  • Review with Targets
  • Review with Locations
  • Review Open to Buy
  • Review Projection
  • Submit/Approval
• Next Steps
  • Review Submitted
  • Review
  • Approve
  • Build
  • Submit/Copy