6 Planning Maintenance

The Planning Maintenance task is used for Location Clustering, Assortment Period Maintenance, Placeholder Maintenance, Promotion and Markdown Maintenance, and Curve Maintenance.

Figure 6-1 Planning Maintenance Process Flow

Typical Business Users

The typical user of the Planning Maintenance task is an assortment planner who has business knowledge of the strategy to create location clusters as well as knowledge of assortment period dates and placeholder item creation needs.

Data Requirements

Following are the data requirements for this task:

• Sales Retail, Sales Units, and Gross Margin actuals

• Location attributes assigned in Administration

• Like-location assignments for new locations in Administration

• To use MFP as a seeding source: MFP Location Plan

• To use RDF as a seeding source: RDF Lite or an RDF interfaced forecast

• To use company-defined Strategy Weights: strategy weight assignments in the Administration

• To use Space Groups: space metrics by location loaded in Administration

• Approved location clusters