Contents

List of Figures

List of Tables

Title and Copyright Information

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Preface

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

1 Introduction

• Allocation Overview

2 Technical Architecture

• Overview
  • Oracle Application Development Framework (ADF)
  • Retail Fusion Platform
  • Java Back-end Components
  • Data Access Patterns
  • Data Storage

3 Back-end System Administration and Configuration

• Managing Asynchronous Processes
  • Overview of Asynchronous Processes in Retail Applications
  • Configuring JMS Resources for Asynchronous Processing
  • Monitoring Asynchronous Tasks Via the RAF_ASYNC_TASK Table
  • Purging the Asynchronous Tasks Table
• Managing the Notifications Feature
  • Overview of Notifications in Retail Applications
  • Purging the Notifications Table
  • Notification ReSTful Web Services
• Managing Application Navigator
• Managing Functional Security
  • Introduction to Retail Roles
    • Security Policy Stripe
    • Abstract Roles
    • Job Roles
    • Duty Roles
    • Privilege Roles
  • Retail Role Hierarchy
  • Default Security Reference Implementation
    • Privileges
    • Duties
    • Role Mapping
  • Extending the Default Security Reference Implementation
    • Managing Roles in Retail Application Administration Console
  • Disabling Content
    • Safe Mode
    • Disabling Links in the Sidebar
  • Managing Oracle Metadata Services (MDS)
    • Overview of Oracle Metadata Services
    • Using the System MBean Browser and the MDSAppRuntime MBean
    • Exporting All Metadata Services Customizations
    • Exporting Metadata Services Customization for a Specific User
    • Deleting All Metadata Services Customizations for a User
    • Deleting a Customization for a Specific Page for All the Users
    • Deleting a Customization for a Specific Page for a Particular User
    • Importing All Metadata Services Customizations
    • Importing a Specific Page Customization for a User
    • Creating Metadata Labels
    • Promoting Metadata Labels
    • Listing Metadata Labels
    • Deleting Metadata Labels

4 In-Context Launching Task Flows in Retail Applications

• Limitations of In-Context Launch via URLs
• List of In-Context Launch Task Flows

5 Customizing Retail Applications

• Using Custom Shared Library for Adding Custom Content
  • Creating and Deploying a Custom Shared Library
    • Downloading JDeveloper
    • Creating the Custom Shared Library Workspace through JDeveloper
    • Generating and Deploying the Custom Shared Library WAR
    • Referencing the Custom Shared Library from the Retail Application
  • Adding Custom Content into the Custom Shared Library
• Customizing the Retail Application User Interface
  • Overview of a Retail Application User Interface
  • Adding a Dashboard
  • Preparing the Custom Shared Library for Adding Dashboards
  • Adding a Dashboard into the UI Sidebar
    • Adding an Oracle Business Intelligence Enterprise Edition based Dashboard into the UI Sidebar
  • Securing Dashboard Access to Specific Roles
  • Adding Contextual Reports
  • List of Contextual Business Events and Payloads
  • Preparing the Custom Shared Library for Adding Contextual Reports
  • Adding a Contextual Report To A Task Flow

6 Oracle Business Intelligence Enterprise Edition Integration in Retail Application

• Showing Oracle Business Intelligence Enterprise Edition Reports and Dashboards in the Retail Application
  • Various Examples of the BIReportFlow Taskflow
• Modifying the BIConnection Attributes at Runtime
• Enabling In-Context Launch from the Oracle Business Intelligence Enterprise Edition Content
  • Enabling the Application Development Framework Contextual Event Action in Oracle Business Intelligence Enterprise Edition
    • Preparing the Custom Shared Library for Contextual Event Model File
  • Enabling the Application Development Framework Contextual Event Action on the Target Column
  • Modifying the Oracle Business Intelligence Enterprise Edition Analysis to Enable In-Context Launch
  • Passing Parameters from the Oracle Business Intelligence Enterprise Edition Analysis to the Taskflow
  • Different Tabs for Each Set of Data
  • Pre-Processing the Data Before Opening the Content
  • In-Context Launch from the Chart View of the Analysis
  • Opening Different Taskflows from the Same Analysis

7 Troubleshooting

• Oracle Business Intelligence Enterprise Edition Integration
  • The Oracle Business Intelligence Enterprise Edition Dashboard Displays an Error Message 'An error occurred retrieving the Business Intelligence content. Please contact your System Administrator'
  • Troubleshooting In-Context Launch
  • Contextual Area Displays a White Screen

8 Functional Design

• Functional Features and Assumptions
  • Overview: What Does Oracle Retail Allocation Do?
    • Item Sources
    • How Need is Determined
    • 'What if' On Hand
    • Purchase Order Addition
    • Holdback Quantity
    • Allocation Approval Process
  • Functional Assumptions
    • Advanced Shipping Notice-Based Allocation Assumptions
    • Item-location Assumptions
    • Calculation Multiple Assumptions
    • What if
    • Weight and Date User Selection Assumptions
    • Proportional Allocation Assumption
  • Scheduled Allocation Constraints
    • Batch Job Considerations for Scheduled Allocations
    • Additional Validations for Scheduled Allocation
  • Allocation Status
    • Allocation Process Status
  • Sources of Data Used by Rules to Determine Gross Need
    • History Data Sources
    • Forecast Data Sources
    • Plan Data Sources
    • Receipt Plan Data Sources
    • History and Plan Data Sources
    • Plan Re-project Data Sources
    • Corporate Rules
    • Quantity Limits
    • Stop Ship
    • Net Need at Store Level Calculation
  • Closing Allocations

9 Functional and Technical Integration

• Integration Interface Allocation-Related Dataflow
  • From Oracle Retail Demand Forecasting System to Oracle Retail Allocation via Merchandising System
  • From Oracle Retail Planning Application to Oracle Retail Allocation
  • From Size Profile Optimization to Oracle Retail Allocation
  • From Retail Demand Forecasting/Curve to Oracle Retail Allocation
  • From Oracle Retail Warehouse Management System to Oracle Retail Allocation via Oracle Retail Merchandising System
  • From Oracle Retail Promotion Management to Oracle Retail Allocation
  • From Oracle Retail Merchandising System to Oracle Retail Allocation
  • From Oracle Retail Allocation to Oracle Retail Merchandising System
  • From Oracle Retail Merchandising System to Oracle Retail Warehouse Management System
  • From Oracle Retail Active Retail Intelligence to Oracle Retail Allocation
• Persistence Layer Integration
  • Persistence Layer Integration (Including Tables and Triggers)
• Oracle Retail Merchandising System Functional Dependencies and Assumptions
  • Oracle Retail Merchandising System Differentiator Setup
  • Staple Item
  • Pack Item
  • Summary of Items and How Oracle Retail Allocation Handles Them
  • Oracle Retail Allocation Functional Assumptions Related to Oracle Retail Merchandising System

10 Oracle Retail Extract, Transform, and Load (RETL) Batch Processing

• Functional Overview
• Oracle Retail Extract, Transform, and Load Batch Processing Architecture
  • Processing Stage 1
  • Processing Stage 2
  • Configuration
    • Oracle Retail Extract, Transform, and Load
    • Oracle Retail Extract, Transform, and Load User and Permissions
    • Environment Variables
    • alc_config.env Settings
  • Running the Module
    • Schema File
    • Mandatory Multi-Threading and Command Line Parameters
    • Business Virtual Date
    • Program Return Code
    • Program Status Control Files
    • Oracle Retail Allocation Oracle Retail Extract, Transform, and Load Restart and Recovery
    • Message Logging
    • Program Error File
    • Oracle Retail Allocation Reject Files
  • Typical Run and Debugging Situations
    • Example for Running Load Batch
  • Oracle Retail Allocation Program Reference
  • Application Programming Interface (API) Specification
    • File Layout
  • Oracle Retail Extract, Transform, and Load for Receipt and Plan
  • Oracle Retail Extract, Transform, and Load for Size Profile Optimization Data
  • Limitations of Oracle Retail Extract, Transform, and Load Programs

11 Java Batch Process

• Batch Processing Overview
  • Java Batch Names and Java Packages
  • Running a Java-based Batch Process
  • Scheduler and Command Line
    • Running the Schedule Allocation Batch
    • Running the Daily Cleanup Batch
    • Running the Purge Batches
    • Running the Rule Level On Hand Batch
  • Summary of Executable Files
• AllocScheduleBatch Process Batch Design
  • Usage
  • Detail
  • Log File
  • Properties File
  • Configuration
  • Assumptions and Scheduling Notes
• AlcDailyCleanUp Process Batch Design
  • Usage
  • Detail
• AlcPurgeAlloc AlcPurgeWksht Batch Processes Design
  • Usage
  • Details:
• Rule Level On Hand Pre-Aggregation Inventory Snapshot Batch Design
  • Usage
  • Detail
  • Package Details
  • Implementation

12 Internationalization

• Translation
• Setting the User Language
• Setting Date, Time, and Number Formats
• Translations

13 Allocation ReSTful Web Service Implementation

• Introduction
• Common Characteristics of Retail Application ReSTful Web Services
  • Deployment
  • Security
  • Standard Request and Response Headers
  • Standard Error Response
  • URL Path
  • Web Service APIs Process Flow
• List of ReSTful Web Services
  • Allocations
    • Approve
    • Load Recent Allocations by User
    • Load by Query
    • Load by Allocation ID
    • Load Item Location Information
    • Lookup Allocation Status
    • Lookup Process Status
    • Reserve
    • Submit
    • Withdraw
  • MerchHierarchies
    • Lookup Classes by Department
    • Lookup Class
    • Lookup All Deparments
    • Lookup Department
    • Lookup Subclasses by Department and Class
    • Lookup Subclass
  • Platform ReSTful Web Services
    • Notification ReSTful Web Services

14 Implementing Functional Security

• Introduction to Retail Roles
  • Security Policy Stripe
  • Abstract Roles
  • Job Roles
  • Duty Roles
  • Privilege Roles
• Retail Role Hierarchy
• Default Security Reference Implementation
  • Privileges
  • Duties
  • Role Mapping
  • Extending the Default Security Reference Implementation
• Access Oracle Enterprise Manager Fusion Middleware Control
  • Displaying the Security Menu
• Managing Role Hierarchy
  • Adding or Removing Members from an Application Role
• Creating Job Roles
• Creating Duty Roles
  • Creating a New Application Role
  • Creating an Application Role from an Existing Role
• Security in Retail Applications
  • Single Sign On (SSO) Setup for Retail Fusion Platform Applications
  • Displaying External Application Contents in Non-SSO Environments

Index