Contents

Title and Copyright Information

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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
  • Workspace
  • Views
    • Editing View Data
    • Measure Aggregation and Spreading
    • Saving Workspace Data
  • Unit of Measure Labels
  • Forecasting
    • Pre-Season Forecast
    • In-Season Forecast
  • Plan Versions
  • Plan Reconciliation

2 MFP Cloud Service Dashboard

• Tiles
  • Adding a New Tile
  • Changing the Tile Order
  • Removing a Tile
• Charts
  • Time Horizon and Scale
• Recent Plans
• Dashboard Profiles

3 Starting a New Task

• Administration
• MFP Maintenance
• Create Merch Plan Targets
• Create Merch Plan
• Create Location Plan
  • Selecting the Locations
  • Selecting the Calendar Halves

4 MFP Setup Task

• History Mapping Step
  • History Mapping View
• Local Currency Step
  • Local Currency Rate View
  • Local Currency Symbol View
• VAT Setup Step
  • VAT Setup View
• Manage Batch Step
  • Manage Batch View
  • Manage Export View

5 Location Setup Task

• Location Info Step
  • Location Info View
  • Location Space View
• Like Location Step
  • Like Location View
• Channel Type Step
  • Channel Type View
• Warehouse Mapping Step
  • Warehouse Mapping View

6 Enable Op Approval Task

• Merch Plan Step
• Location Plan Step

7 Load Validate Task

• Actuals Step
• Merch Target Step
• Merch Plan Step
• Location Target Step
• Location Plan Step

8 Create Merch Plan Targets Task

• Create Targets Step
  • Seed Plan Sub-Step
    • Initialize View
      • Seeding One Level at a Time
      • Seeding Several Levels at Once
    • Select Local Currency View
    • Select VAT Rate View
    • Set Alert Thresholds View
  • Sales/Markdowns Sub-Step
    • Sales and Markdowns View
    • Returns Maintenance Setup View
    • W/F - Sales and Markdowns View
    • Local - Sales and Markdowns View
  • Inventory/Receipts Sub-Step
    • Receipts and Inventory View
    • Move To Clearance View
  • Gross Margin Sub-Step
    • Gross Margin View
    • W/F - Gross Margin View
    • Local - Gross Margin View
• Review and Publish Targets Step
  • Review Targets Sub-Step
    • Review Targets View
  • Publish Targets Sub-Step
    • Publish Targets View
    • Published Targets View
• Review and Approve Plan Step
  • Review Plan Sub-Step
  • Approve Sub-Step
• In-Season Review and Re-Project Targets Step
  • Review and Re-Project Sub-Step
    • Review Targets View
  • Publish Targets Sub-Step
    • Publish View
    • Published Targets View
  • Review Plan Sub-Step
    • Review Plan View
  • Approve Sub-Step
  • Open to Buy Sub-Step
    • Open to Buy View
  • Projection Sub-Step

9 Create Merch Plan Task

• Create Plan Step
  • Seed Plan Sub-Step
    • Initialize View
      • Seeding One Level at a Time
      • Seeding Several Levels at Once
    • Select Local Currency View
    • Select VAT Rate View
    • Set Alert Thresholds View
  • Sales/Markdowns Sub-Step
    • Sales and Markdowns View
    • Returns Maintenance Setup View
    • W/F - Sales and Markdowns View
    • Local - Sales and Markdowns View
  • Inventory/Receipts Sub-Step
    • Receipts and Inventory View
  • Gross Margin Sub-Step
    • Gross Margin View
    • W/F - Gross Margin View
    • Local - Gross Margin View
• Review and Reconcile Step
  • Review with Target Sub-Step
    • Review with Target View
  • Review with Location Plan Sub-Step
    • Review with Location Plan View
• Review and Submit Plan Step
  • Review Plan Sub-Step
  • Submit and Copy Approved Plan Sub-Step
    • Submit and Approve Plan View
    • Submitted and Approved Plan View
• In-Season Review and Re-Project Plan Step
  • Review Plan Sub-Step
    • Review Plan View
  • Review with Target Sub-Step
    • Review with Target View
  • Review with Location Plan Sub-Step
    • Review with Location Plan View
  • Open to Buy Sub-Step
    • Open to Buy View
  • Projection Sub-Step
• In-Season Submit Plan Step
  • Submitted and Approved Plan View

10 Create Location Targets Task

• Create Targets Step
  • Sales and Markdowns Sub-Step
    • Seed Sales View
    • 2. Plan Sales/Markdowns View
    • Local Currency Plan View
• Review and Publish Step
  • Review and Reconcile Sub-Step
    • Review and Reconcile View
  • Publish Sub-Step
    • Publish View
    • Review Targets
• All Measures Step
  • All Measures View

11 Create Location Plan Task

• Create Plan Step
  • Seed Plan Sub-Step
    • Initialize View
    • Select Local Currency View
    • Select VAT Rate View
    • Set Alert Thresholds View
  • Sales and Markdowns Sub-Step
    • Plan Sales/Markdowns View
    • Local Currency Plan View
    • Plan W/F Sales and Markup View
  • Inventory & Gross Margin Sub-Step
    • Plan Receipts/Inventory View
    • Gross Margin View
    • Local Currency Plan View
    • W/F Gross Margin View
• Review and Reconcile to MFP Step
  • Review and Reconcile View
• Review and Approve Step
  • Review Plan View
  • Approve Plan View
• Review and Re-Approve Step
  • Review and Re-Project Plan
  • Approve Plan
• All Measures
  • All Measures View

A Appendix: Measure Calculations

B Appendix: Troubleshooting