Contents

Title and Copyright Information

Send Us Your Comments

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Improved Process for Oracle Retail Documentation Corrections
• Oracle Retail Documentation on the Oracle Help Center (docs.oracle.com)
• Conventions

1 Introduction

• Key Features
  • Assortment Period & Delivery Flows
  • Last Year and Last Assortment Mapping
  • Item Status
  • Target Options Calculation/Rate of Sales Auto Calculation
  • Wedge Builder Logic
  • Demand Transference
  • Item Lifecycle Planning
  • Item Planning - Basics
  • Assortment Strategy Options Planning
  • Markdown Planning
  • Exception Management in Item Planning Cloud Service
  • Nested Dynamic Rollup
  • Size-Level Planning
  • Item Planning Dashboard
• Assortment & Item Planning for Fashion/Softlines Cloud Service Benefits
• Process Steps
• User Roles
• Key Concepts
  • Placeholder Maintenance
  • Visual Planning
  • Dynamic Rollup
  • Special Filters
  • Image Display
  • Attribute Support
  • Undo
  • Position Filtering
  • Attribute Filter in Wizard
  • Real Time Alerts
  • Online Administration Tools (OAT)
  • Dashboard
• Data Requirements
• Assortment & Item Planning for Fashion/Softlines Versions
• Base Intersection of Data
• Forecasting

2 A&IP FSL 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 Planning Administration

• Typical Business Users
• Data Requirements
• Create the Planning Administration Segment
• Step 1: Week Mapping
  • Week Mapping Tab
    • 1. Week Mapping View
• Step 2: Product Setup
  • Product Setup Tab
    • 1. Define Product Attributes View
    • 2. Select Product Attributes View
    • 3. Assign Product Attribute View
    • 4. Color Attribute Identifier View
    • 5. Define Card View Attribute View
    • 6. Define Attribute Image View
    • 7. Base Unit/Price Cost View
    • 8. Dashboard Parameters View
• Step 3: Location Setup
  • Attribute Setup Tab
    • 1. Define Location Attributes View
    • 2. Assign Location Attributes View
  • Space Constraint Setup Tab
    • 1. Fixture Parameters View
    • 2. Define Fixture Capacity View
    • 3. Assign Fixture to Location View
    • 4. Define Location Space View
  • Location Strategy Tab
    • 1. Define Location Info View
    • 2. Define Size Profiles View
    • 3. Cluster Strategy Weight Setup View
    • 4. Warehouse Mapping View
    • 5. Department Location Exclusion
• Step 4: VAT and Batch Setup
  • VAT Setup Tab
    • 1. VAT Rate View
  • Batch Setup Tab
    • 1. Export Setup View
    • 2. Batch Setup View
• Step 5: DT Setup
  • DT Setup Tab
    • Review Assortment Elasticity View
    • Review Attribute Weights View
• Step 6: Forecast Setup
  • Forecast Setup Tab
    • Forecast Setup View

4 Currency Administration

• Typical Business Users
• Data Requirements
• Create the Currency Administration Segment
• Step 1: Local Currency Setup
  • Local Currency Setup Tab
    • 1. Local Currency Rate View
    • 2. Local Currency Symbol View

5 Validate Loaded Data

• Typical Business Users
• Data Requirements
• Validate Loaded Data Process Steps
• Create the Validate Loaded Data Segment
• Step 1: Actuals
  • Actuals Tab
    • TY Version View
• Step 2: MFP & Loc Plan
  • MFP Plan Tab
    • Loaded MFP View
    • MFP CP View

6 Planning Maintenance

• Typical Business Users
• Data Requirements

7 Location Clustering

• Key Concepts
  • Scaled Scoring Methodology
  • Breakpoint Algorithm
  • Optimized Algorithm
• Typical Business Users
• Data Requirements
• Location Clustering Process Steps
• Create the Location Clustering Segment
• Step 1: Setup
  • Setup Tab
    • Attribute Analysis View
    • Location Attributes View
    • Define Location Rollup View
    • Clustering Setup View
    • Sales Perf Group Setup View
    • Space Group Setup View
• Step 2: Analysis
  • Analysis Tab
    • Location Analysis View
• Step 3: Approval
  • Approve Tab
    • 1 Final Cluster Review View
    • 2. Approve View
  • Review Cluster Versions Tab
    • Approved Cluster View
    • Select Cluster Version View

8 Assortment Period Maintenance

• Typical Business Users
• Data Requirements
• Assortment Maintenance Process Steps
• Create the Assortment Maintenance Segment
• Step 1: Assortment Period Maintenance
  • Assortment Period Maintenance Tab
    • 1. Define Assort Periods View
    • 2. Define Flows View
    • 3. Define Last Assortment Mapping View
    • 4. Assort Periods by Calendar View
    • 5. Clusters By Location View

9 Promotion and Markdown Maintenance

• Typical Business Users
• Data Requirements
• Key Concept
  • Price Elasticity
• Create the Promotion and Markdown Maintenance Segment
• Step 1: Promotion and Markdown Maintenance
  • Promotion and Markdown Maintenance Tab
    • Define Elasticity View
    • Define Markdown View
    • Define Promotion View

10 Curve Maintenance

• Typical Business Users
• Data Requirements
• Curve Maintenance Process Steps
• Create the Curve Maintenance Segment
• Step 1: Define Curves
  • Define Curves Tab
    • 1. Define Parameters View
    • 2. Define Curves View
    • 3. View Sales Source View
• Step 2: Curve by Assortment
  • Curve by Assortment Tab
    • 1. Approve View
    • 2. View Assort Period View
    • 3. View Curve by Assortment View

11 Create Assortment

• Typical Business Users
• Process Extension
• Data Requirements
• Create the Create Assortment Segment
• Create Assortment Process Steps
• Step 1: Review History/Plan Analysis
  • Review Last Year Tab
    • 1. Review LY History View
    • 2. Review LY by Attributes View
    • 3. Review LY Standard Deviation View
  • Review Last Assortment Tab
    • 1. Review LA History View
    • 2. Review LA by Attributes View
  • Review MFP Tab
    • Review MFP Targets View
  • Plan Parameters Tab
    • Define Thresholds View
    • Define Product Rollup View
• Step 2: Determine # of Options
  • 1. Determine # of Options View
  • 2. Status Override
  • 3. Review Space Capacity & Constraints View
  • 2. Status Override
• Step 3: Target Mix by Attribute
  • Target Mix by Attributes Tab
    • 1. Select Attributes for Option Score View
    • 2. Target Mix by Attributes View
    • 3. Review Attributes Score View
  • Target Mix Alerts Tab
    • Target Mix Alert Validation View
• Step 4: Define Assortment
  • Define Assortment Tab
    • 1. Create Options View
    • 2. Assign Attributes View
    • 3. Assorted Options Attribute Count View
  • Select Options Tab
    • 1. Select Options - Visual View
    • 2. Select Options - Table View
    • 3. Compare Assortment to Target View
  • Define Product Rollup Tab
    • Define Product Rollup View
• Step 5: Approve
  • Approve Tab
    • 1. Approve Plan View
    • 2. Review Eligible Assortment View
    • 3. Review Approved Plan View

12 Build Wedge

• Typical Business Users
• Data Requirements
• Create the Build Wedge Segment
• Build Wedge Process Steps
• Step 1: Review History/Plan
  • Review MFP Plan Tab
    • 1. Review MFP Targets
  • Review Last Year Tab
    • 1. Review LY History View
    • 2. Review LY by Attributes View
  • Review Last Assortment Tab
    • 1. Review LA History View
    • 2. Review LA by Attributes View
  • Define Product Rollup Tab
    • Define Product Rollup View
• Step 2: Review Assortment Strategy
  • Review Assortment Strategy Tab
    • 1. Review Assortment Strategy View
    • 2. Target Mix by Attributes View
    • 3. Review Attributes View
    • 4. Review Attributes Weight View
• Step 3: Build Wedge
  • Build Wedge Tab
    • 1. Build Wedge - Visual View
    • 2. Build Wedge - Table View
    • 3. Compare Wedge to Target View
    • 4. Time-Phased Visual Assortment View
• Step 4: Apply Demand Transference
  • Apply Demand Transference Tab
    • 1. Apply DT View
    • 2. Set Optimization Parameters View
    • 3. View Optimization Results View
    • 4. Review Substitutable Item Details View
    • 5. Wedge/DT/Assorted Options View
• Step 5: Plan Buy Quantity
  • Plan Buy Quantity Tab
    • 1. Plan Buy Quantity - Table View
• Step 6: Approve
  • Approve Tab
    • 1. Approve Plan View
    • 2. Review Approved Assortment View

13 Item Planning - Basics

• Typical Business Users
• Data Requirements
• Create the Item Planning Basics Segment
• Item Planning Basics Process Steps
• Step 1: Sales & Margin
  • Plan Parameters Tab
    • 1. Plan Parameters View
    • 2. Define Promotions View
    • 3. Define VAT Rate View
    • 4. Review Markdowns Library View
    • 5. Review Promotions Library View
  • Review Curve Tab
    • 1. Review Curve Source View
    • 2. Review Normalized Curve View
  • Sales and Margin Tab
    • 1. Plan Sales & Margin View
    • 2. What-If Price Point Setup View
    • 3. What-If Plan View
  • Reconcile to MFP Tab
    • Reconcile to MFP View
  • Define Product Rollup Tab
    • Define Product Rollup View
• Step 2: Receipts & Inventory
  • Receipts & Inventory Tab
    • 1. Define Parameters View
    • 2. Plan Receipts & Inventory View
• Step 3: Approve Plan
  • Approve Plan Tab
    • Approve Plan View

14 Item Planning

• Typical Business Users
• Process Extension
• Data Requirements
• Create the Item Planning Segment
• Item Planning Process Steps
• Step 1: Target Review
  • Review Targets Tab
    • 1. Review Targets View
  • Define Product Rollup Tab
    • Define Product Rollup View
• Step 2: Sales & Margin
  • Setup Tab
    • 1. Define Parameters View
    • 2. Define Promotions View
    • 3. Review Curve Library View
    • 4. Review Promotions Library View
    • 5. Review Markdowns Library View
    • 6. Define VAT Rate View
  • Sales and Margin Tab
    • 1. Plan Sales & Margin View
    • 2. What-If Price Point Setup View
    • 3. What-If Plan View
  • Reconcile to MFP Tab
    • Reconcile to MFP View
  • Local Currency Tab
    • 1. Setup View
    • 2. Plan Local Currency View
  • Define Product Rollup Tab
    • Define Product Rollup View
• Step 3: Receipts & Inventory
  • Setup Tab
    • 1. Define Parameters View
  • Receipts & Inventory Tab
    • 1. Plan Receipts & Inventory View
  • Define Product Rollup Tab
    • Define Product Rollup View
• Step 4: Approve Plan
  • Approve Plan Tab
    • 1. Approve Plan View

15 In-Season Planning

• Key Concepts
• Typical Business Users
• Process Extension
• Data Requirements
• In-Season Planning Process Steps
• Create the In-Season Planning Segment
• Step 1: Trend Review
  • Trend Review Tab
    • 1. Filters and Parameters View
    • 2. Trend Analysis View
• Step 2: Sales & Margin
  • Seed Plan Tab
    • 1. Define Parameters View
    • 2. Define VAT Rate View
  • Sales and Margin Tab
    • 1. Plan Sales & Margin View
    • 2. What-If Price Point Setup View
    • 3. What-If Plan View
    • 4. Review Promotions Library View
    • 5. Review Markdowns Library View
  • Reconcile to MFP Tab
    • Reconcile to MFP View
  • Local Currency Tab
    • 1. Setup View
    • 2. Plan Local Currency View
  • Define Product Rollup Tab
    • Define Filter/Rollup View
• Step 3: Receipts & Inventory
  • Receipts & Inventory Tab
    • 1. Inventory Parameters View
    • 2. Plan Receipts & Inventory View
    • 3. Open to Buy View
  • Define Product Rollup Tab
    • Define Filter/Rollup View
• Step 4: Approve Plan
  • Approve Plan Tab
    • 1. Approve Plan View

16 Item Planning @ Store

• Typical Business Users
• Process Extension
• Data Requirements
• Item Planning @ Store Process Steps
• Create the Item Planning @ Store Segment
• Step 1: Sales & Margin
  • Sales & Margin Tab
    • 1. Define Parameters View
    • 2. Define VAT Rate View
    • 3. Plan Sales & Margin View
  • Local Currency Tab
    • 1. Setup View
    • 2. Plan Local Currency View
  • Define Product Rollup Tab
    • Define Filter/Rollup View
• Step 2: Receipts & Inventory
  • Receipts & Inventory Tab
    • 1. Inventory Parameters View
    • 2. Plan Receipts & Inventory View
  • Define Product Rollup Tab
    • Define Filter/Rollup View
• Step 3: Receipts by Size
  • Receipts by Size Tab
    • 1. Review Size Profile View
    • 2. Review Sales by Size View
    • 3. Receipts by Size View
• Step 4: Approve Plan
  • Approve Plan Tab
    • 1. Approve Plan View

A Appendix: Additional Information

• AP Alone Configuration
  • Process Steps
  • Step 4: Weekly Sales
    • Plan Sales Tab
    • Review Curve Tab
• IP Alone Configuration
  • Process Steps
• Assortment Strategy
  • Typical Business Users
  • Process Extension
  • Data Requirements
  • Create the Assortment Strategy Segment
  • Assortment Strategy Process Steps
  • Step 1: Last Year Analysis
    • Last Year Analysis View
  • Step 2: Set Targets Review
    • 1. Set Targets View
    • 2. Review Targets (Fixtures) View
  • Step 3: Create New Options
    • 1. Create New Options View
    • 2. Option Parameters View
    • 3. Assign Attributes View
    • 4. Define Product Rollup View
  • Step 4: Plan Targets
    • Plan Targets View
  • Step 5: Approval
    • Approve View
• Real Time Alerts
  • Invalid Definition - Define Label
  • Seed Source
  • Product Attribute
  • Carryover Options Minimum
  • New Options Minimum
  • Shop Option
  • Attribute Mix Difference to Max Target
  • Fixture Capacity
  • Assorted Option
  • Not Eligible for Mandatory
  • Option Count Diff
  • Flow Not Assigned
  • Receipts Difference to Sales
  • Inventory Stock Threshold
  • Immediate Need
  • Lead Time Future Need
  • Net On Order
  • Open to Buy
  • Overage
  • On Order Reconciliation
  • Sell Thru Warning
• Alert Navigation
• Special Filters
• Special Filters Navigation
• Reclassification

B Appendix: Troubleshooting