Contents

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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

• Key Features and Benefits

2 Understanding the Allocation User Interface

• Understanding the Allocation Workspace
• Understanding Elements of the Allocation Workspace
  • Header area
  • Favorites
  • Tasks Menu
  • My Worksheets
    • Opening a Worksheet
    • Deleting a Worksheet
  • Create Allocation (Quick Create Allocation)
    • Creating an Allocation

3 Creating Standard Allocations

• Selecting Items
  • Searching for Items
  • Saving an Item Search
  • Creating a Worksheet
    • Adding Items to the Worksheet
    • Deleting Items from the Worksheet
  • Creating an Allocation from the Worksheet
• Reviewing Item Information
  • Understanding the Item Window
    • Viewing the Item Retail Pricing
  • Specifying the Hold Back Quantity or Percent
  • Specifying the Calculation Multiple
• Defining your Supply Chain Network
  • Setting the Use Default Sourcing Location Only Flag
    • Transfer Entity Determining Intercompany Movement
    • Set of Books Determining Intercompany Movement
• Selecting Locations
  • Ranging Item/Location
  • Adding Locations
• Selecting Policies
  • Selecting Gross Need Parameters
    • Selecting a Merchandise Level
    • Selecting a Date Range
  • Setting Inventory Parameters
    • Selecting Rule Level On Hand
    • Selecting Include in Inventory
    • Include Inventory Dates
  • Selecting Calculation Parameters
    • Spread Demand
    • Setting Size Profile Logic
    • Size Profile Selling Curve
    • Limit SKU overages
• Setting Quantity Limits
  • Working with Group View
  • Filtering by Location
• Calculating Allocations

4 Creating What If Allocations

• Selecting Items
  • Searching for Items
  • Creating a Worksheet
    • Adding Items to the Worksheet
    • Deleting Items from the Worksheet
  • Creating an Allocation from the Worksheet
• Reviewing Item Information
  • Understanding the Item Window
    • Viewing the Item Retail Pricing
  • Specifying the Calculation Multiple
• Selecting Locations
  • Adding Locations
• Selecting Policies
  • Selecting a Policy
  • Selecting a Level
    • Allocating by Hierarchy
    • Allocating by User Selection
  • Setting Inventory Parameters
    • Selecting Rule Level On Hand
    • Selecting Include in Inventory
    • Include Inventory Dates
  • Selecting a Date Range
  • Selecting Factors
• Setting Quantity Limits
  • Working with Group View
• Calculating the Allocation
• Generating Purchase Orders

5 Creating Scheduled Allocations

• Selecting Items
  • Saving an Item Search
  • Creating a Worksheet
    • Adding Items to the Worksheet
    • Deleting Items from the Worksheet
  • Creating an Allocation from the Worksheet
• Reviewing Item Information
  • Understanding the Item Window
    • Viewing the Item Retail Pricing
    • Release Date
    • Specifying the Calculation Multiple
    • Minimum Available Quantity
    • Threshold Percent
• Selecting Locations
  • Adding Locations
  • Locations
• Selecting Policies
  • Selecting a Policy
  • Selecting a Level
    • Allocating by Hierarchy
    • Allocating by User Selection
  • Setting Inventory Parameters
    • Selecting Rule Level On Hand
    • Selecting Include in Inventory
    • Include Inventory Dates
  • Selecting a Date Range
  • Selecting a Type
• Setting Quantity Limits
• Scheduling an Allocation

6 Managing Allocations

• Viewing Allocations
• Understanding the Allocation Maintenance Window
• Editing Allocations
  • Editing Items
    • Adding Items to an Allocation
    • Deleting Items from an Allocation
  • Editing Locations
  • Editing Policies
  • Copying an Allocation
  • Splitting an Allocation
  • Deleting Allocations
• Updating the Final Allocated Quantity - View Assortment Window
• Updating the Final Allocated Quantity
  • Freezing Final Allocated Quantity

7 Managing Foundation Data

• Managing Policy Templates
  • Creating Policy Templates
    • Selecting a Demand Source
    • Selecting a Level
    • Weeks From Today
    • Setting Inventory Parameters
    • Selecting Factors
    • Setting Size Profile Logic
• Managing Location Groups
  • Searching for Location Groups
  • Creating Location Groups
  • Editing Location Groups
• Managing Size Profiles
  • Warehouse Size Profiles
  • Understanding the Manage Size Profiles Window
  • Searching for Size Profiles
  • Creating and Editing Size Profiles
  • Copying a Parent
  • Copying a Single Diff
  • Deleting a Size Profile
• Managing System Options
  • Setting System Properties
  • Setting User Group Properties
• Managing Auto Quantity Limits

8 Introducing Oracle Retail Operational Insights

• Operational Insights Overview
• User Roles and Responsibilities
• Operational Insights Language Options
• OI Accessibility Options

9 Pre-defined Operational Insights Reports

• Predefined OI Reports for Allocation
  • Dashboard Reports
    • Purchase Order Arrivals Report
    • Stock to Sales Report
    • Sales - Top Report
    • Sales - Bottom Report
  • In-context Business Intelligence (BI) Reports
    • In-context BI Reports on Allocation Maintenance Window
    • In-context BI Reports on What If Allocation Window

A Appendix: Common User Interface Controls

• Log on to the Application
• Using the Help
• Navigation Area
  • Application Navigator
  • Favorites
  • Tasks
  • Notifications
  • Reports
• Specifying Preferences
  • Regional Options
  • Language Options
  • Accessibility Options
• Table Menu Options
  • Action Menu and Icons
  • Screen Level Action - Icons and Buttons
• Searching for an Entity
  • Searching for a Deal Through the Basic Search Criteria
  • Searching for a Deal Through the Advanced Search Criteria
  • Personalize Saved Search
  • Create Saved Search
• Viewing all the Sections Within a Window
• Logging Out of the Application

Index