| Oracle® Retail Allocation Reports User Guide Release 22.1.301.0 F59763-01 |
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Contextual Reports are displayed in a collapsible pane of some Allocation pages to provide additional information to the allocator in the context of a particular workflow, aiding in decision making. The reports are considered contextual, as the data displayed in the page influences what is displayed in the report.
The contextual pane also offers opportunities for customization of the solution. See the Merchandising Customization and Extension Guide for more details on modifying the base reports displayed in the Allocation contextual panes or adding custom reports.
The Stock to Sales/Issues report, displayed in the Allocation Maintenance page, displays the stock available for sale at the beginning of the given week and the corresponding sales at the given store or issues at the given warehouse achieved by the end of the same week. Data for four weeks prior to the current week can be viewed in this report. The report also plots the trend of Stock to Sales ratio across four previous weeks.
As an allocator moves between rows in the Results table in Allocation Maintenance, the report will refresh to show information in-context to the item and the destination location corresponding to the row highlighted.
The Allocated to Plan/Forecast report, displayed in the Allocation Maintenance page, is to be used primarily for pre-season allocation decision-making, before there is stock available at the stores. It shows the relationship between the need at a location, displayed as the sales forecast or sales plan for the next 4 weeks, and the allocations that are scheduled for delivery in those weeks. The forecasted item need is used if the Need Calculation Type = Forecast and the plan need is used if Need Calculation Type = Plan.
As a user moves between rows in the Results table in Allocation Maintenance, the report will refresh to show information contextual to the item and the destination location corresponding to the row highlighted.
What-if allocations allow an allocator to look at options for creating a PO in Allocation. If the PO is created and approved in Merchandising, it would impact the OTB budget for the subclass or subclasses of the items present on the PO.
The OTB contextual report, displayed in the What If Allocation page, provides an early visibility to the allocator on whether there is budget available to create a purchase order for the given item.
It lists the total budget, budget taken up by approved POs, budget taken up by received POs and the total remaining (available) budget.
As a user moves between rows in the Review table in Allocation Maintenance for a What If allocation, the OTB report will refresh to show information contextual to the subclass of the item corresponding to the row highlighted.
