Contents

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Preface

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

1 Welcome to Oracle Retail Advanced Inventory Planning

2 Using AIP

• Getting Started
  • Logging on to Oracle Retail Advanced Inventory Planning (AIP)
    • Warning Message
  • Changing Your Password
  • Exiting AIP
• The AIP Workspace
• Navigating AIP
  • Using a Calendar Button
    • Select a Date
    • Move the Date
  • Using a Drop-down List
  • Field-Level Filtering in AIP
    • Clear a Selection
    • Sorting Rules
  • List of Values (LOV) Buttons
    • Using LOV Buttons
    • Using a Multi-Select LOV Button
  • Transfer Boxes
    • Move Buttons
    • Using a Transfer Box
    • Moving Top Level Folders and Folder Components
  • Sorting a Table
  • Paging through Records
• Using the Online Help
  • About the Online Help
  • Formatting Conventions
  • Navigating the Online Help
  • Using the Table of Contents
  • Using the Search Feature

3 Data Management: General

• Introduction to Oracle Retail Data Management
• Alerts
  • View Alerts
    • Search for Alerts
    • Change the Status of a Single Alert
    • Change the Status of All Displayed Alerts
    • Export an Alert List
• Core Data
  • Maintain Planning Horizons
    • Search for a Planning Horizon for a Class
    • Create a Planning Horizon for a Class
    • Delete a Planning Horizon for a Class
    • Maintain Replenishment Planning Exceptions
  • View a Store Ordering or Warehouse Ordering Schedule
    • View a Store Ordering Schedule
    • View a Warehouse Schedule
  • Maintain the Receiving Calendar
    • Search for a Receiving Schedule
  • Maintain Intra-day Release Waves
    • Viewing Release Waves
    • Maintain Release Wave Assignments
  • Maintain the Delivery-day Demand Percent
    • Searching for a Location's Current DDP
    • Search for Department/Location's Current DDP
  • Maintain Pre-allocation
    • Key Characteristics of Pre-allocation
    • Setting Pre-allocation
    • Edit a Pre-allocation Scenario
    • Set Mass Change
  • Maintain Cross-dock
    • Supply Chain Process with Cross-docking
    • Setting Cross-dock Routes
    • Deleting Cross-dock Routes
    • Cross-dock Locations Tab
    • Processing Time Tab
    • Maximum Holding Time Tab
    • Net Result Tab
• Profiles
  • Create a Profile
    • Create a Profile
    • Edit the Profile Name
  • Profile Maintenance
    • Edit a Profile
    • Assign a Class to Profile
    • Maintain Planning and Network Groups
  • Profile Exceptions
    • Copy Profile Exceptions
    • Maintain Exceptions for Release and Placement Schedule at the Profile Level
    • Maintain Exceptions to the Store Order Cycle at the Profile Level
• Scaling
  • Define Smoothing and Scaling Settings
    • Supplier and Container Scaling Groups
    • Assignments for Scaling Groups
    • Constraints for Scaling Groups
  • Access the Warehouse Receiving Capacity Tab
    • Warehouse Receiving Capacity Tab Functionality
• SKU Attribute Maintenance
  • Search for Classes and SKUs
    • Change Values for All Displayed Classes or SKUs
    • Change Values for a Single Displayed Class or SKU
• Event Management
  • Search for Events
  • Working with Promotion with Variant Events or Replacement SKU Events
    • Creating New Promotion with Variant Events or Replacement SKU Events
    • Modifying Promotion with Variant Events or Replacement SKU Events
  • Working with Pack Change Events
    • Creating New Pack Change Events
    • Recreating Pack Change Events
    • Modifying Pack Change Events
    • Viewing Pack Change Events

4 Data Management: Store

• Maintain the Store Source
  • Perform a Mass Update of the Store Sources
    • Create or Change the Source for Multiple Locations and SKUs
  • Maintain Store Source by SKU
    • Patterns
    • Effective Date
    • Search for Store Source by SKU
    • Define a Store Source Pattern for a SKU/Store
    • Define a Single Source for the SKU/Store
  • Maintain Store Source by Store
    • Patterns
    • Effective Date
    • Search for a Store Source by Store
    • Define a Store Source Pattern for a SKU/Store
    • Define a Single Source for the SKU/Store
• Define Store Defaults and Exceptions
  • Define Store Defaults
    • Define Store Priority
    • Define Pack-sizes for Stores
    • Maintain On Supply and Off Supply Dates for a SKU
  • Define Store Exceptions
    • Maintain Exceptions to the Release and Placement Schedules
    • Maintain Exceptions to the SKU Release Schedule
• Create Store Ordering Parameters
  • Maintain Store Order Cycles
    • Search for an Order Cycle
    • Create an Order Cycle
    • Delete an Order Cycle
  • Define Non-Release and Non-Receipt Days
    • Search for Existing Non-Release/Non-Receipt Days

5 Data Management: Warehouse

• Core Data
  • Ranging
    • Range Locations by SKU
    • Range Locations by Warehouse
  • Scheduling Location Maintenance
    • Create Chambers
    • Maintain Chambers
  • Pack Breaking
    • Pack Breaking by SKU
• Define Warehouse Defaults and Exceptions
  • Define Warehouse Defaults
    • Maintain Coupled Indicators for a Warehouse
    • Maintain Size and Volume Properties for a Location
  • Define Warehouse Exceptions
    • Define Stockless Indicator Exceptions
• Create Warehouse Ordering Parameters
  • Order Groups
    • Create Order Groups
    • Edit Order Groups
  • Supplier Locks
    • Create a Supplier Lock
    • Edit a Supplier Lock
    • Remove a Supplier Lock
  • Define Non-Order/Non-Delivery Days
    • Create a Non-Order Date
    • Create a Non-Delivery Date
  • Maintain Order Cycles
    • Search for an Order Cycle
    • Create an Order Cycle
    • Delete an Order Cycle
  • Selecting the Default Orderable Unit for a Warehouse
    • Select the Default Orderable Unit for a Warehouse
  • Time Balanced Order Source Splits
    • Create Time Balanced Order Source Splits
    • Resetting Order History
  • Secondary Sources
    • Maintain the Secondary Sources List
    • Add Secondary Sources
    • Deleting Secondary Sources
    • Changing Secondary Source Priority

6 Scheduling Calculations

• Release Schedule Calculations
  • Store Schedule Calculation
    • Calculation - Store Release Schedule
    • Determining the Day-of-Cycle for Order Cycles
    • Determining the Store Schedules
  • Warehouse Primary-source and Alternate-source Schedule Calculation
    • Calculation - Warehouse Release Schedule
    • Determining the Primary and Alternate Source Schedules
  • Store and Warehouse Cross-dock Schedule Calculation
    • Calculation - Cross-dock
• Final Schedule Calculation
  • Final Primary Schedule Calculation
    • Calculating a Final Schedule for Stores
    • Calculating a Final Primary Schedule for Warehouses
    • Apply Alternates as Primary Lead Times to Warehouse Schedules
  • Final Alternate Schedule Calculation
    • Final Alternate Schedule Calculation for Warehouses
• Pack Change Event
  • Applying the Pack Change
  • Maintenance
  • Calculation
  • Event Status Update