| Oracle® Retail Advanced Inventory Planning Store and Warehouse Replenishment Planning User Guide for the RPAS Fusion Client Release 14.1 |
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| Oracle® Retail Advanced Inventory Planning Store and Warehouse Replenishment Planning User Guide for the RPAS Fusion Client Release 14.1 |
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This chapter describes the Allocate activity for User Specified Allocations (USAs). USAs allow you to create a planned allocation of products to stores. The product can be allocated on demand index or manually, and can be added to, or a replacement of, the unconstrained receipt plan.
The Allocate activity contains these tasks:
This task allows you to specify a quantity from the source stocking point to spread proportionally across a set of stores taking into account the store inventory. The ratio for this spread is based on one of three rules: Store Adjusted Sales, Store Forecast Demand or Store Receipt Plan. A Watershed Algorithm is used in the allocation of these quantities to the store level.
Use the USA Replacement, Additive and Delivery Window workbook to perform the step for this task. See To build this workbook, see "USA Replacement, Additive, and Delivery Window Workbook".
These steps helps you achieve this task:
This step allows you to specify a quantity from the source stocking point to spread proportionally across a set of stores taking into account the store inventory.
The available view is:
This view displays store specific pack-size, cases per pallet, and source level information. This view allows you to create or update USAs at the SKU/Store/Day level. The allocation type is specified and the USA can be entered in units or packs.
Table 9-1 lists the measures in this view.
Table 9-1 Measures: Store Level Information View
| Measure Label | Description |
|---|---|
|
Cases Per Pallet-Store |
Cases Per Pallet reflects the number of cases on a pallet. Note: Cases Per Pallet is loaded from Data Management (DM). (Read only) |
|
Store Allocation Type |
The Store Allocation Type indicates whether the allocation should be added to the receipt plan calculation or whether it should act as a replacement of the receipt plan. Upon opening the workbook, the Store Allocation Type displays unavailable for any invalid combinations (no store source, not on supply, or invalid store ordering pack-size). If a USA was deleted previously and the date it was deleted is still after today, the workbook displays 0 units for the USA and None as the Allocation Type. This does give you the opportunity to create a USA even though it was deleted previously. If the Allocation Type is not unavailable, Valid values are:
Note: Delivery Window USAs can only be set up for those SKU/Store combinations sourced by a warehouse. |
|
Store Delivery Window |
The Store Delivery Window indicates the time window over which the Delivery Window allocation quantity has to be delivered from the warehouse to the stores. If the delivery window entered put the release date before today, the delivery window is changed back to its original value and the following alert is issued: The Release Date is before today. Please refresh the workbook and enter a smaller delivery window. At this point the workbook is unstable, and must be refreshed before continuing. The Store Delivery Window is only updated in the database if the Allocation type is Delivery Window. |
|
Store Ordering Pack-size |
The Store Ordering Pack-size represents the primary pack-size to be used when ordering a SKU for a store (either from a warehouse or from a supplier). Note: Store Ordering Pack-size is loaded from Data Management (DM). The allocation must be a multiple of the store ordering pack-size. (Read only) |
|
Percent of Pallet (expanded)-Store |
Percent of pallet is used to determine if the Ideal Receipt Quantity for replenishment should be rounded to a full pallet. It represents the percentage threshold that case demand must exceed in order for pallet rounding to occur. The expanded version of Store Percent of Pallet displays the actual value used in the calculations. This is the merge of exception level (SKU/Store/Day), default level (Sub-class/Store format), and global level (Dept) values entered. (Read only) |
|
Store Source Label |
The Store Source Label identifies the source from which this store receives inventory.(Read only) |
|
Store User Specified Allocation |
The Store User Specified Allocation represents the number of units to replace or add to an unreleased store order. Any positive integer, including zero, is valid. If the number entered is not a multiple of the Store Ordering Pack-size, it is rounded to the nearest Store Ordering Pack-size based on the Store Rounding Threshold. If the Store Allocation Type is Add, the value is added to the store order. If the Store Allocation Type is Replace, the value replaces the store order. If the Store Allocation Type is Delivery Window, the value replaces the store order. If the USA Number of packs per store changes, the USA is calculated as the USA Number of packs per store multiplied by the Store Ordering Pack-size. The Store User Specified Allocation is only updated in the database if the Allocation type is Add, Replace or Delivery Window. |
|
USA Number of packs per store |
The USA Number of packs per store allows you to specify the USA in packs. When the number of packs is specified, the Store User Specified Allocation is updated to reflect the number in units. Any positive integer, including zero, is valid. If the Store User Specified Allocation changes, the USA Number of packs per store is calculated as the Store User Specified Allocation divided by the USA Number of packs per store. |
This step allows you to specify a quantity from the source stocking point to spread proportionally across a set of stores taking into account the store inventory.
The available view is:
This view displays the release date, cases per pallet, and warehouse inventory information. Updates made at the warehouse level are spread back to the store level.
Table 9-2 lists the measures in this view.
Table 9-2 Measures: Warehouse Level Information View
| Measure Label | Description |
|---|---|
|
USA Average Delivery Window by Store |
The USA Average Delivery Window by Store is the average of the sum of Store Delivery Window of this SKU for all stores in the workbook sourced by this warehouse. Any positive integer, including zero, is valid. If the average delivery window is updated, the value entered is replicated for all stores in the workbook sourced by this warehouse. If the average delivery window entered put the release date before today, the delivery window is changed back to its original value and an alert is issued. At this point the workbook is unstable, and must be refreshed before continuing. |
|
USA Average WH Cases by Store |
The USA Average WH Cases by Store is the average of the sum of Average WH Cases by Store of this SKU for all stores in the workbook sourced by this warehouse. Any positive integer, including zero, is valid. If the average WH cases value is updated, the value entered is replicated for all stores in the workbook sourced by this warehouse. |
|
USA Average WH Units by Store |
The USA Average WH Units by Store is the average of the sum of Average WH Units by Store of this SKU for all stores in the workbook sourced by this warehouse. Any positive integer, including zero, is valid. If the average WH units value is updated, the value entered is replicated for all stores in the workbook sourced by this warehouse. |
|
USA Earliest WH Release Date by Store |
The USA Earliest WH Release Date by Store is calculated based on the maximum lead time for the stores sourced by this warehouse. For Delivery Window USAs, the earliest release date is the greater of the lead time and delivery window for the stores sourced by this warehouse. If the Release Date is aggregated to a higher level, the value of the earliest release date is displayed. (Read only) |
|
USA Total Allocated WH Cases by Store |
The USA Total Allocated WH Cases by Store is the total of the USA Number of packs per store of this SKU for all stores in the workbook sourced by this warehouse.(Read only) |
|
USA Total Allocated WH Units by Store |
The USA Total Allocated WH Units by Store is the total of the Store User Specified Allocation of this SKU for all stores in the workbook sourced by this warehouse.(Read only) |
|
USA Warehouse Allocation Type |
The USA Warehouse Allocation Type is the allocation type of this SKU for all stores in the workbook sourced by this warehouse. If the values are different, a question mark (?) is displayed. If the Allocation Type is not unavailable, Valid values are:
If you update the Warehouse Allocation Type of this SKU, it is replicated for all stores in the workbook sourced by this warehouse. |
|
USA WH Percent of Pallet |
The USA WH Percent of Pallet is percent of pallet of this SKU for all stores in the workbook sourced by this warehouse. If the values are different, a question mark (?) is displayed. (Read only) |
|
USA WH Projected Inventory |
USA WH Projected Inventory represents the total projected inventory of this SKU shifted by lead time at the source warehouse. The day the projected inventory is shown for each SKU corresponds to the earliest warehouse release day when there are multiple release days for a single receipt date at any of the stores (in other words, corresponding to the max lead time). (Read only) |
This step allows you to specify a quantity from the source stocking point to spread proportionally across a set of stores taking into account the store inventory.
The available view is:
This view displays the release date, average unit and cases by supplier. Updates made at the supplier level are spread back to the store level.
Table 9-3 lists the measures in this view.
Table 9-3 Measures: Supplier Level Information View
| Measure Label | Description |
|---|---|
|
USA Average Supplier Cases by Store |
The USA Average Supplier Cases by Store is the average of the sum of Average Supplier Cases by Store of this SKU for all stores in the workbook sourced by this supplier. Any positive integer, including zero, is valid. If the average Supplier cases value is updated, the value entered is replicated for all stores in the workbook sourced by this supplier. |
|
USA Average Supplier Units by Store |
The USA Average Supplier Units by Store is the average of the sum of Average Supplier Units by Store of this SKU for all stores in the workbook sourced by this supplier. Any positive integer, including zero, is valid. If the average Supplier units is updated, the value entered is replicated for all stores in the workbook sourced by this supplier. |
|
USA Earliest Supplier Release Date by Store |
The USA Earliest Supplier Release Date by Store is calculated based on the maximum lead time for the stores sourced by this supplier. For Delivery Window USAs, the earliest release date is the greater of the lead time and delivery window for the stores sourced by this supplier. If the Release Date is aggregated to a higher level, the value of the earliest release date is displayed. (Read only) |
|
USA Supplier Allocation Type |
The USA Supplier Allocation Type is the allocation type of this SKU for all stores in the workbook sourced by this supplier. If the values are different, a question mark (?) is displayed. If the Allocation Type is not unavailable, Valid values are:
If you update the Supplier Allocation Type of this SKU, it is replicated for all stores in the workbook sourced by this supplier. |
|
USA Total Allocated Supplier Cases by Store |
The USA Total Allocated Supplier Cases by Store is the total of the USA Number of packs per store of this SKU for all stores in the workbook sourced by this supplier.(Read only) |
|
USA Total Allocated Supplier Units by Store |
The USA Total Allocated Supplier Units by Store is the total of the Store User Specified Allocation of this SKU for all stores in the workbook sourced by this supplier.(Read only) |
This task allows you to delete previously established USAs that have not been released. You can delete a USA directly at the store level or can delete USAs across a warehouse, a supplier, or both.
If the USA Type is set to Delete instead of Additive or Replacement, the USA quantities are ignored during the store's calculation process, and the USA quantity is not incorporated into the store replenishment plan. USAs can be deleted at the store, warehouse, or supplier level.
Use the USA Delete workbook to perform the step for this task. See To build this workbook, see "USA Delete Workbook".
This step helps you achieve this task:
Delete USAs for Unexecuted Store Receipts Step
This step allows you to delete previously established USAs that have not been released. You can delete a USA directly at the store level or can delete USAs across a warehouse, a supplier, or both.
The available views are:
This view allows deletion of USAs at the SKU/Store/Day level. After selecting a range of dates and SKUS in the wizard process, you can view any existing USAs. You can then identify USAs that should be deleted and check the USA Delete Allocation box to delete a USA.
Table 9-4 lists the measures in this view.
Table 9-4 Measures: Delete USA View (SKU/Store/Day)
| Measure Label | Description |
|---|---|
|
Store Allocation Type |
The Store Allocation Type indicates whether the allocation should be added to the receipt plan calculation or whether it should act as a replacement of the receipt plan. If USA Delete Allocation is checked, the allocation type is changed to Delete. (Read only) |
|
Store Source Label |
The Store Source Label identifies the source from which this store receives inventory.(Read only) |
|
Store User Specified Allocation |
The Store User Specified Allocation represents the number of units to replace or add to an unreleased store order. The allocations displayed in this workbook are available for deletion. Checking the USA Delete Allocation option causes to store USA quantity to be cleared. (Read only) |
|
USA Delete Allocation |
The USA Delete Allocation is checked to delete the USA. If the delete allocation box is checked for a SKU/Store/Day combination, the Store User Specified Allocation quantity is cleared and the Store Allocation Type is changed to Delete. On the appropriate Source (warehouse or supplier) view, the amount of the USA deleted is reduced from the Source's USAs and the Source's Allocation Combination type is updated. |
The Delete Warehouse USA view can be used to delete USAs at the SKU/Warehouse/Day level or to view the effect of deletions of Store USAs for stores sourced by this warehouse.
Deleting a Warehouse USA deletes all store USAs sourced by this warehouse/Day combination.
When a Store USAs is deleted, the Warehouses USA is updated to reflect the lower level changes.
Table 9-5 lists the measures in this view.
Table 9-5 Measures: Delete Warehouse USA View (SKU/Warehouse/Day)
| Measure Label | Description |
|---|---|
|
USA Delete Allocation at Warehouse |
The USA Delete Allocation is checked to delete all store USAs sourced by this warehouse/Day combination. The Store Allocation Type is changed to Delete and the Store User Specified Allocation is cleared for these stores. |
|
USA Warehouse Allocation Type |
The USA Warehouse Allocation Type is the allocation type of this SKU for all stores in the workbook sourced by this warehouse. If the values are different, a question mark (?) is displayed. If the Allocation Type is not unavailable, Valid values are:
The Warehouse Allocation Type may be updated based on deletions of Store User Specified Allocations. (Read only) |
|
USA Warehouse Summary |
The USA Warehouse Summary displays the sum of all store USAs sourced by this warehouse/Day combination. If a store USA sourced by this warehouse is deleted, the warehouse User Specified Allocation Calculation is updated by subtracting the Store USA quantity from the Warehouse USA quantity. (Read only) |
This view can be used to delete USAs at the SKU/Supplier/Day level or to view the effect of deletions of Store USAs for stores sourced by this supplier.
Deleting a Supplier USA deletes all store USAs sourced by this Supplier/Day combination.
When a Store USAs is deleted, the Supplier USA is updated to reflect the lower level changes.
Table 9-6 lists the measures in this view.
Table 9-6 Measures: Delete Supplier USA View (SKU/Supplier/Day)
| Measure Label | Description |
|---|---|
|
USA Delete Allocation at Supplier |
The USA Delete Allocation is checked to delete all store USAs sourced by this Supplier/Day combination. The Store Allocation Type are changed to Delete and the Store User Specified Allocation are cleared for these stores. |
|
USA Supplier Allocation Type |
The USA Supplier Allocation Type is the allocation type of this SKU for all stores in the workbook sourced by this supplier. If the values are different, a question mark (?) is displayed. If the Allocation Type is not unavailable, Valid values are:
The Supplier Allocation Type may be updated based on deletions of Store User Specified Allocations. (Read only) |
|
USA Supplier Summary |
The USA Supplier Summary displays the sum of all store USAs sourced by this Supplier/Day combination. If a store USA sourced by this supplier is deleted, the supplier User Specified Allocation Calculation is updated by subtracting the Store USA quantity from the Supplier USA quantity. (Read only) |
This task allows you to create a rule based index used in the Allocation On Index workbooks. The rule based index can be based on one of three key measures:
Store Adjusted Sales
Store Receipt Plan
Store Forecast Demand
Use the USA Create Rule Based Index workbook to perform the step for this task. See To build this workbook, see "USA Create Rule Based Index Workbook".
This step helps you achieve this task:
This step allows you to create the rule based index based on adjusted sales, demand forecast, or store receipt plan.
The available view is
This view allows you to view adjusted sales, demand forecast, or store receipt plan measures that can be used to create the store based index.
Table 9-7 lists the measures in this view.
Table 9-7 Measures: Rule Based Manual Index View
| Measure Label | Description |
|---|---|
|
Store Adjusted Sales |
Store Adjusted Sales represents historical adjusted store sales information used to establish the adjusted sales history for the USA Allocation On Rule Based Index USA workbook. It is calculated as the sum of adjusted sales for the days selected in the wizard. To use this measure as the rule based manual index, you manually copy the value into the USA Rule Based Manual Index. (Read only) |
|
Store Forecast Demand |
Store Forecast Demand is calculated as the sum of the demand forecast for the days selected in the wizard. To use this measure as the rule based manual index, you manually copy the value into the USA Rule Based Manual Index.(Read only) |
|
Receipt Plan-Store |
Store Receipt Plan is calculated as the sum of the store receipts for the days selected in the wizard. To use this measure as the rule based manual index, you manually copy the value into the USA Rule Based Manual Index.(Read only) |
|
USA Index Notes |
USA Index Notes allows entry of a note for the rule based manual index. |
|
USA Rule Based Manual Index |
The USA Rule Based Manual Index is used in the USA Allocation on Rule Based Index workbook as input to the watershed algorithm to determine the ratio for distributing the units across the stores for Store User Specified Allocation. It is manually entered by you or manually copied from one of the three rules in this view:
|
This task allows you to specify a quantity at the source stocking point to spread proportionally across a set of stores taking into account the store inventory. The ratio for this spread is based on the USA Rule Based Manual Index for the SKU/Store combination. The USA Rule Based Manual Index must first be set up in the USA Create Rule Based Index Workbook. A watershed algorithm is used in the allocation of these quantities to the store level.
Use the USA Allocation on Rule Based Index workbook to perform the step for this task. See To build this workbook, see To build this workbook, see "USA Allocation on Rule Based Index Workbook".
These steps help you achieve this task:
This step allows you to specify a quantity at the source stocking point to spread proportionally across a set of stores taking into account the store inventory.
The available view is
This view displays the calculated USA quantity, AOI Index quantity, store specific pack-size, cases per pallet, and source level information. It also provides the ability to enter maximum and minimum boundaries by store for the AOI quantity that is being pushed from the warehouse.
Table 9-8 lists the measures in this view.
Table 9-8 Measures: Store Level Information View
| Measure Label | Description |
|---|---|
|
Cases Per Pallet-Store |
Cases Per Pallet reflects the number of cases on a pallet. Note: Cases Per Pallet is loaded from Data Management (DM). (Read only) |
|
Store Allocation Type |
The Store Allocation Type is always Replace for AOI. Upon opening the workbook, the Store Allocation Type displays unavailable for any invalid combinations (no store source, not on supply, or invalid store ordering pack-size). If the watershed calculation changes the allocation quantity, the Store User Specified Allocation is changed to Replace. (Read only) |
|
Store Ordering Pack-size |
The Store Ordering Pack-size represents the primary pack-size to be used when ordering a SKU for a store (either from a warehouse or from a supplier). Note: Store Ordering Pack-size is loaded from Data Management (DM). The allocation must be a multiple of the store ordering pack-size. (Read only) |
|
Store Percent of Pallet (Expanded) |
Percent of pallet is used to determine if the Ideal Receipt Quantity for replenishment should be rounded to a full pallet. It represents the percentage threshold that case demand must exceed in order for pallet rounding to occur. The expanded version of Store Percent of Pallet displays the actual value used in the calculations. This is the merge of exception level (SKU/Store/Day), default level (Sub-class/Store format), and global level (Dept) values entered. (Read only) |
|
Store Source Label |
The Store Source Label identifies the source from which this store receives inventory.(Read only) |
|
Store User Specified Allocation |
The Store User Specified Allocation represents the number of units to replace an unreleased store order. When the source stocking point units are allocated to the stores using the watershed, algorithm, the Store User Specified Allocation changes to reflect the number of units each store was allocated. Since the allocations must be rounded to pack-size, the total allocation quantity from the source may not be met. The Store User Specified Allocation is only updated in the database if the Allocation type is Replace. (Read only) |
|
USA AOI Allocation Index |
The USA AOI Allocation Index represents the value in the USA Rule Based Manual Index and is used in the watershed algorithm to determine the ratio for distributing the units across the stores for Store User Specified Allocation. Note: The USA Rule Based Manual Index must first be set up in the USA Create Rule Based Index workbook. (Read only) |
|
USA Maximum Shipping Units per store |
The USA Maximum Shipping Units per store represents the maximum quantity that can be shipped to the store for this product. Store User The Specified Allocation cannot exceed this value. Any positive integer, including zero, is valid. The USA Maximum Shipping Units per store is only updated in the database if the Allocation type is Replace. |
|
USA Minimum Shipping Units per store |
The USA Minimum Shipping Units per store represents the minimum quantity that can be shipped to the store for this product. Store User The Specified Allocation must be equal to or greater than this value. Any positive integer, including zero, is valid. The USA Minimum Shipping Units per store is only updated in the database if the Allocation type is Replace. |
|
USA Number of packs per store |
When the Store User Specified Allocation value changes, the number of packs is calculated as the Store User Specified Allocation divided by the USA Number of packs per store. (Read only) |
This step allows you to specify a quantity at the source stocking point to spread proportionally across a set of stores taking into account the store inventory.
The available view is
This view provides the ability to push USAs based on an allocation index to stores. This view displays the earliest release date and warehouse inventory information. It also provides the ability to enter warehouse allocation maximum and minimum boundaries and a total allocation quantity to be pushed to stores. This can either be in units or cases.
Table 9-9 lists the measures in this view.
Table 9-9 Measures: Warehouse Level Information View
| Measure Label | Description |
|---|---|
|
USA AOI WH Allocate by Store |
USA AOI WH Allocate by Store is a checkbox used to start the watershed algorithm to push the USA Total Allocated WH Units by Store across all stores in the workbook that are sourced by this warehouse. |
|
USA AOI WH Allocation Status by Store |
The USA AOI WH Allocation Status by Store indicates the warehouse level status of the algorithm.
(Read only) |
|
USA Earliest WH Release Date by Store |
The USA Earliest WH Release Date by Store is calculated based on the maximum lead time for the stores sourced by this warehouse. For Delivery Window USAs, the earliest release date is the greater of the lead time and delivery window for the stores sourced by this warehouse. If the Release Date is aggregated to a higher level, the value of the earliest release date is displayed. (Read only) |
|
USA Total Allocated WH Cases by Store |
The USA Total Allocated WH Cases by Store is the total of the USA Number of packs per store of this SKU for all stores in the workbook sourced by this warehouse.(Read only) |
|
USA Total Allocated WH Units by Store |
The USA Total Allocated WH Units by Store is the total of the Store User Specified Allocation of this SKU for all stores in the workbook sourced by this warehouse. You can override this calculated quantity to change the allocation quantity to be pushed down to the stores sourced by this warehouse. The push does not happen until the USA AOI WH Allocate by Store option is checked. |
|
USA WH Maximum Shipping Units |
USA WH Maximum Shipping Units represents the average of the USA Maximum Shipping Units per for all stores in the workbook sourced by this warehouse. You can override this calculated quantity to change the maximum to be pushed down to the stores sourced by this warehouse. |
|
USA WH Minimum Shipping Units |
The USA WH Minimum Shipping Units per store represents the minimum quantity that can be shipped to the store for this product. You can override this calculated quantity to change the minimum to be pushed down to the stores sourced by this warehouse. |
|
USA WH Percent of Pallet |
The USA WH Percent of Pallet is percent of pallet of this SKU for all stores in the workbook sourced by this warehouse. If the values are different, a question mark (?) is displayed. (Read only) |
|
USA WH Projected Inventory |
USA WH Projected Inventory represents the total projected inventory of this SKU shifted by lead time at the source warehouse. The day the projected inventory is shown for each SKU corresponds to the earliest warehouse release day when there are multiple release days for a single receipt date at any of the stores (in other words, corresponding to the max lead time). (Read only) |
This step allows you to specify a quantity at the source stocking point to spread proportionally across a set of stores taking into account the store inventory.
The available view is
This view provides the ability to push USAs based on an allocation index to stores. This view displays the earliest release date and provides the ability to enter supplier allocation maximum and minimum boundaries and a total allocation quantity to be pushed to stores. This can either be in units or cases.
Table 9-10 lists the measures in this view.
Table 9-10 Measures: Supplier Level Information View
| Measure Label | Description |
|---|---|
|
USA AOI Supplier Allocate by Store |
USA AOI Supplier Allocate by Store is a checkbox used to start the watershed algorithm to push the USA Total Allocated Supplier Units by Store across all stores in the workbook that are sourced by this supplier. |
|
USA AOI Supplier Allocation Status by Store |
The USA AOI Supplier Allocation Status by Store indicates the supplier level status of the algorithm.
(Read only) |
|
USA Earliest Supplier Release Date by Store |
The USA Earliest Supplier Release Date by Store is calculated based on the maximum lead time for the stores sourced by this supplier. If the Release Date is aggregated to a higher level, the value of the earliest release date is displayed. (Read only) |
|
USA Supplier Maximum Shipping Units |
USA Supplier Maximum Shipping Units represents the average of the USA Maximum Shipping Units per for all stores in the workbook sourced by this supplier. You can override this calculated quantity to change the maximum to be pushed down to the stores sourced by this supplier. |
|
USA Supplier Minimum Shipping Units |
The USA Supplier Minimum Shipping Units per store represents the minimum quantity that can be shipped to the store for this product. You can override this calculated quantity to change the minimum to be pushed down to the stores sourced by this supplier. |
|
USA Total Allocated Supplier Cases by Store |
The USA Total Allocated Supplier Cases by Store is the total of the USA Number of packs per store of this SKU for all stores in the workbook sourced by this supplier.(Read only) |
|
USA Total Allocated Supplier Units by Store |
The USA Total Allocated Supplier Units by Store is the total of the Store User Specified Allocation of this SKU for all stores in the workbook sourced by this supplier. You can override this calculated quantity to change the allocation quantity to be pushed down to the stores sourced by this warehouse. The push does not happen until the USA AOI WH Allocate by Store option is checked. |
This task allows you to specify a quantity from the source stocking point to spread proportionally across a set of stores taking into account the store inventory. The ratio for this spread is based on one of three rules: Store Adjusted Sales, Store Forecast Demand or Store Receipt Plan. A Watershed Algorithm is used in the allocation of these quantities to the store level.
Use the USA Allocation on Dynamic Rule Based Index workbook to perform the step for this task. See To build this workbook, see "USA Allocation on Dynamic Rule Based Index Workbook".
These steps help you achieve this task:
This step allows you to specify a quantity at the source stocking point to spread proportionally across a set of stores taking into account the store inventory.
The available view is:
This view displays store specific pack-size, cases per pallet, and source level information. This view allows you to create or update USAs at the SKU/Store/Day level. The allocation type is specified and the USA can be entered in units or packs.
Table 9-11 lists the measures in this view.
Table 9-11 Measures: Store Level Information View
| Measure Label | Description |
|---|---|
|
Cases Per Pallet - Store |
Cases Per Pallet reflects the number of cases on a pallet. Note: Cases Per Pallet is loaded from Data Management (DM). (Read only) |
|
Store Allocation Type |
The Store Allocation Type indicates whether the allocation should be added to the receipt plan calculation or whether it should act as a replacement of the receipt plan. Upon opening the workbook, the Store Allocation Type displays unavailable for any invalid combinations (no store source, not on supply, or invalid store ordering pack-size). If a USA was deleted previously and the date it was deleted is still after today, the workbook displays 0 units for the USA and None as the Allocation Type. This does give you the opportunity to create a USA even though it was deleted previously. If the Allocation Type is not unavailable, Valid values are:
Note: Delivery Window USAs can only be set up for those SKU/Store combinations sourced by a warehouse. |
|
Store Delivery Window |
The Store Delivery Window indicates the time window over which the Delivery Window allocation quantity has to be delivered from the warehouse to the stores. If the delivery window entered put the release date before today, the delivery window is changed back to its original value and the following alert is issued: The Release Date is before today. Please refresh the workbook and enter a smaller delivery window. At this point the workbook is unstable, and must be refreshed before continuing. The Store Delivery Window is only updated in the database if the Allocation type is Delivery Window. |
|
Store Ordering Pack-size |
The Store Ordering Pack-size represents the primary pack-size to be used when ordering a SKU for a store (either from a warehouse or from a supplier). Note: Store Ordering Pack-size is loaded from Data Management (DM). The allocation must be a multiple of the store ordering pack-size (Read only) |
|
Percent of Pallet (expanded)-Store |
Percent of pallet is used to determine if the Ideal Receipt Quantity for replenishment should be rounded to a full pallet. It represents the percentage threshold that case demand must exceed in order for pallet rounding to occur. The expanded version of Store Percent of Pallet displays the actual value used in the calculations. This is the merge of exception level (SKU/Store/Day), default level (Sub-class/Store format), and global level (Dept) values entered. (Read only) |
|
Store Source Label |
The Store Source Label identifies the source from which this store receives inventory.(Read only) |
|
Store User Specified Allocation |
The Store User Specified Allocation represents the number of units to replace or add to an unreleased store order. Any positive integer, including zero, is valid. If the number entered is not a multiple of the Store Ordering Pack-size, it is rounded to the nearest Store Ordering Pack-size based on the Store Rounding Threshold. If the Store Allocation Type is Add, the value is added to the store order. If the Store Allocation Type is Replace, the value replaces the store order. If the Store Allocation Type is Delivery Window, the value replaces the store order. If the USA Number of packs per store changes, the USA is calculated as the USA Number of packs per store multiplied by the Store Ordering Pack-size. The Store User Specified Allocation is only updated in the database if the Allocation type is Add, Replace or Delivery Window. |
|
USA Number of packs per store |
The USA Number of packs per store allows you to specify the USA in packs. When the number of packs is specified, the Store User Specified Allocation is updated to reflect the number in units. Any positive integer, including zero, is valid. If the Store User Specified Allocation changes, the USA Number of packs per store is calculated as the Store User Specified Allocation divided by the USA Number of packs per store. |
This step allows you to specify a quantity at the source stocking point to spread proportionally across a set of stores taking into account the store inventory.
The available view is:
This view displays the release date, cases per pallet, and warehouse inventory information. Updates made at the warehouse level are spread back to the store level.
Table 9-12 lists the measures in this view.
Table 9-12 Measures: Warehouse Level Information View
| Measure Label | Description |
|---|---|
|
USA AOI WH Allocate by Store |
USA AOI WH Allocate by Store is a checkbox used to start the watershed algorithm to push the USA Total Allocated WH Units by Store across all stores in the workbook that are sourced by this warehouse. |
|
USA AOI WH Allocation Status by Store |
The USA AOI WH Allocation Status by Store indicates the warehouse level status of the algorithm.
(Read only) |
|
USA Earliest WH Release Date by Store |
The USA Earliest WH Release Date by Store is calculated based on the maximum lead time for the stores sourced by this warehouse. For Delivery Window USAs, the earliest release date is the greater of the lead time and delivery window for the stores sourced by this warehouse. If the Release Date is aggregated to a higher level, the value of the earliest release date is displayed. (Read only) |
|
USA Total Allocated WH Cases by Store |
The USA Total Allocated WH Cases by Store is the total of the USA Number of packs per store of this SKU for all stores in the workbook sourced by this warehouse.(Read only) |
|
USA Total Allocated WH Units by Store |
The USA Total Allocated WH Units by Store is the total of the Store User Specified Allocation of this SKU for all stores in the workbook sourced by this warehouse. You can override this calculated quantity to change the allocation quantity to be pushed down to the stores sourced by this warehouse. The push does not happen until the USA AOI WH Allocate by Store option is checked. |
|
USA WH Maximum Shipping Units |
USA WH Maximum Shipping Units represents the average of the USA Maximum Shipping Units per for all stores in the workbook sourced by this warehouse. You can override this calculated quantity to change the maximum to be pushed down to the stores sourced by this warehouse. |
|
USA WH Minimum Shipping Units |
The USA WH Minimum Shipping Units per store represents the minimum quantity that can be shipped to the store for this product. You can override this calculated quantity to change the minimum to be pushed down to the stores sourced by this warehouse. |
|
USA WH Percent of Pallet |
The USA WH Percent of Pallet is percent of pallet of this SKU for all stores in the workbook sourced by this warehouse. If the values are different, a question mark (?) is displayed. (Read only) |
|
USA WH Projected Inventory |
USA WH Projected Inventory represents the total projected inventory of this SKU shifted by lead time at the source warehouse. The day the projected inventory is shown for each SKU corresponds to the earliest warehouse release day when there are multiple release days for a single receipt date at any of the stores (in other words, corresponding to the max lead time). (Read only) |
This step allows you to specify a quantity at the source stocking point to spread proportionally across a set of stores taking into account the store inventory.
The available view is:
This view displays the release date, average unit and cases by supplier. Updates made at the supplier level are spread back to the store level.
Table 9-13 lists the measures in this view.
Table 9-13 Measures: Supplier Level Information View
| Measure Label | Description |
|---|---|
|
USA AOI Supplier Allocate by Store |
USA AOI Supplier Allocate by Store is a checkbox used to start the watershed algorithm to push the USA Total Allocated Supplier Units by Store across all stores in the workbook that are sourced by this supplier. |
|
USA AOI Supplier Allocation Status by Store |
The USA AOI Supplier Allocation Status by Store indicates the supplier level status of the algorithm.
(Read only) |
|
USA Earliest Supplier Release Date by Store |
The USA Earliest Supplier Release Date by Store is calculated based on the maximum lead time for the stores sourced by this supplier. If the Release Date is aggregated to a higher level, the value of the earliest release date is displayed. (Read only) |
|
USA Supplier Maximum Shipping Units |
USA Supplier Maximum Shipping Units represents the average of the USA Maximum Shipping Units per for all stores in the workbook sourced by this supplier. You can override this calculated quantity to change the maximum to be pushed down to the stores sourced by this supplier. |
|
USA Supplier Minimum Shipping Units |
The USA Supplier Minimum Shipping Units per store represents the minimum quantity that can be shipped to the store for this product. You can override this calculated quantity to change the minimum to be pushed down to the stores sourced by this supplier. |
|
USA Total Allocated Supplier Cases by Store |
The USA Total Allocated Supplier Cases by Store is the total of the USA Number of packs per store of this SKU for all stores in the workbook sourced by this supplier.(Read only) |
|
USA Total Allocated Supplier Units by Store |
The USA Total Allocated Supplier Units by Store is the total of the Store User Specified Allocation of this SKU for all stores in the workbook sourced by this supplier. You can override this calculated quantity to change the allocation quantity to be pushed down to the stores sourced by this warehouse. The push does not happen until the USA AOI WH Allocate by Store option is checked. |
This task allows you to create a store based index that is used in the USA Allocation on Store Based Index workbook. You can reference key measures (Store Adjusted Sales, Store Receipt Plan, and Store Forecast Demand) to create a store based index. The label and description for the USA Store Based Manual Index can be changed to help identify the Index.
Use the USA Create Store Based Index workbook to perform the step for this task. See To build this workbook, see "USA Create Store Based Index Workbook".
These steps help you achieve this task:
This step allows you to create a store based index that is used in the USA Allocation on Store Based Index workbook.
The available view is:
This view allows you to view adjusted sales, demand forecast, or store receipt plan measures that can be used to create the store based index.
Table 9-14 lists the measures in this view.
Table 9-14 Measures: Reference Measures View
| Measure Label | Description |
|---|---|
|
Store Adjusted Sales (Read only) |
Store Adjusted Sales represents historical adjusted store sales information used to establish the adjusted sales history for the USA Allocation On Store Based Index USA workbook. It is calculated as the sum of adjusted sales for the days selected in the wizard. |
|
Store Forecast Demand (Read only) |
Store Forecast Demand is calculated as the sum of the demand forecast for the days selected in the wizard. |
|
Store Receipt Plan (Read only) |
Store Receipt Plan is calculated as the sum of the store receipts for the days selected in the wizard. |
This step allows you to create a store based index that is used in the USA Allocation on Store Based Index workbook.
The available view is:
This view allows you to create or update USA Manual Index Descriptions and Labels.
Table 9-15 lists the measures in this view.
Table 9-15 Measures: Label and Description Change Information
| Measure Label | Description |
|---|---|
|
USA Manual Index Description |
The USA Manual Index Description contains a user-entered description of a Store Based Index. In order to see the description in wizards and other views, right click on the USA, select Select display and sort attributes and click USA Manual Index Description to the right for Display Attributes. To allow the description to be referenced for future workbook builds, the USA Manual Index Flag must be checked. |
|
USA Manual Index Flag |
The USA Manual Index Flag enables users to create custom labels and descriptions for USA manual indexes. This flag must be checked in order for label and description to be created in the next AIP batch run. |
|
USA Manual Index Label |
The USA Manual Index Label is a user-entered label created by users to identify a USA manual index. In order to see the index label in wizards and other views, right click on the USA, select Select display and sort attributes and click USA Manual Index Label to the right for Display Attributes. To allow the index label to be referenced for future workbook builds, the USA Manual Index Flag must be checked. |
This step allows you to create a store based index that is used in the USA Allocation on Store Based Index workbook.
The available view is:
This view allows you to create the store based index based on adjusted sales, demand forecast, or store receipt.
Table 9-16 lists the measure in this view.
Table 9-16 Measures: Store Based Manual Index View
| Measure Label | Description |
|---|---|
|
USA Store Based Manual Index |
The USA Store Based Manual Index is used in the USA Allocation on Index (AOI) workbooks. It is manually entered by you or manually copied from one of the three rules in the Reference Measures view:
|
This task allows you to specify a quantity at the source stocking point to spread proportionally across a set of stores taking into account the store inventory. The ratio for this spread is based on the USA Store Based Manual Index for the SKU/Store combination. The USA Store Based Manual Index must first be set up in the USA Create Store Based Index Workbook. A Watershed Algorithm is used in the allocation of these quantities to the store level.
Use the USA Allocation on Store Based Index workbook to perform the step for this task. See To build this workbook, see "USA Create Store Based Index Workbook".
These steps help you achieve this task:
This step allows you to specify a quantity at the source stocking point to spread proportionally across a set of stores taking into account the store inventory.
The available view is:
This view displays the calculated USA quantity, AOI Index quantity, store specific pack-size, cases per pallet, and source level information. It also provides the ability to enter maximum and minimum boundaries by store for the AOI quantity that is being pushed from the warehouse.
Table 9-17 lists the measures in this view.
Table 9-17 Measures: Store Level Information View
| Measure Label | Description |
|---|---|
|
Cases Per Pallet-Store |
Cases Per Pallet reflects the number of cases on a pallet. Note: Cases Per Pallet is loaded from Data Management (DM). (Read only) |
|
Store Allocation Type |
The Store Allocation Type indicates whether the allocation should be added to the receipt plan calculation or whether it should act as a replacement of the receipt plan. Upon opening the workbook, the Store Allocation Type displays unavailable for any invalid combinations (no store source, not on supply, or invalid store ordering pack-size). If the watershed calculation changes the allocation quantity, the Store User Specified Allocation is changed to Replace. (Read only) |
|
Store Ordering Pack-size |
The Store Ordering Pack-size represents the primary pack-size to be used when ordering a SKU for a store (either from a warehouse or from a supplier). Note: Store Ordering Pack-size is loaded from Data Management (DM). The allocation must be a multiple of the store ordering pack-size. (Read only) |
|
Percent of Pallet (expanded)-Store |
Percent of pallet is used to determine if the Ideal Receipt Quantity for replenishment should be rounded to a full pallet. It represents the percentage threshold that case demand must exceed in order for pallet rounding to occur. The expanded version of Store Percent of Pallet displays the actual value used in the calculations. This is the merge of exception level (SKU/Store/Day), default level (Sub-class/Store format), and global level (Dept) values entered. (Read only) |
|
Store Source Label |
The Store Source Label identifies the source from which this store receives inventory.(Read only) |
|
Store User Specified Allocation |
The Store User Specified Allocation represents the number of units to replace an unreleased store order. When the source stocking point units are allocated to the stores using the watershed, algorithm, the Store User Specified Allocation changes to reflect the number of units each store was allocated. Since the allocations must be rounded to pack-size, the total allocation quantity from the source may not be met. The Store User Specified Allocation is only updated in the database if the Allocation type is Replace. (Read only) |
|
USA AOI Allocation Index |
The USA AOI Allocation Index represents the value in the USA Store Based Manual Index and is used in the watershed algorithm to determine the ratio for distributing the units across the stores for Store User Specified Allocation. Note: The USA Rule Based Manual Index must first be set up in the USA Create Store Based Index workbook. (Read only) |
|
USA Maximum Shipping Units per store |
The USA Maximum Shipping Units per store represents the maximum quantity that can be shipped to the store for this product. Store User The Specified Allocation cannot exceed this value. Any positive integer, including zero, is valid. The USA Maximum Shipping Units per store is only updated in the database if the Allocation type is Replace. |
|
USA Minimum Shipping Units per store |
The USA Minimum Shipping Units per store represents the minimum quantity that can be shipped to the store for this product. Store User The Specified Allocation must be equal to or greater than this value. Any positive integer, including zero, is valid. The USA Minimum Shipping Units per store is only updated in the database if the Allocation type is Replace. |
|
USA Number of packs per store |
When the Store User Specified Allocation value changes, the number of packs is calculated as the Store User Specified Allocation divided by the USA Number of packs per store. (Read only) |
This step allows you to specify a quantity at the source stocking point to spread proportionally across a set of stores taking into account the store inventory.
The available view is:
This view provides the ability to push USAs based on an allocation index to stores. This view displays the earliest release date and warehouse inventory information. It also provides the ability to enter warehouse allocation maximum and minimum boundaries and a total allocation quantity to be pushed to stores. This can either be in units or cases.
Table 9-18 lists the measures in this view.
Table 9-18 Measures: Warehouse Level Information View
| Measure Label | Description |
|---|---|
|
USA Average Delivery Window by Store |
The USA Average Delivery Window by Store is the average of the sum of Store Delivery Window of this SKU for all stores in the workbook sourced by this warehouse. Any positive integer, including zero, is valid. If the average delivery window is updated, the value entered is replicated for all stores in the workbook sourced by this warehouse. If the average delivery window entered put the release date before today, the delivery window is changed back to its original value and an alert is issued. At this point the workbook is unstable, and must be refreshed before continuing. |
|
USA Average WH Cases by Store |
The USA Average WH Cases by Store is the average of the sum of Average WH Cases by Store of this SKU for all stores in the workbook sourced by this warehouse. Any positive integer, including zero, is valid. If the average WH cases value is updated, the value entered is replicated for all stores in the workbook sourced by this warehouse. |
|
USA Average WH Units by Store |
The USA Average WH Units by Store is the average of the sum of Average WH Units by Store of this SKU for all stores in the workbook sourced by this warehouse. Any positive integer, including zero, is valid. If the average WH units value is updated, the value entered is replicated for all stores in the workbook sourced by this warehouse. |
|
USA Earliest WH Release Date by Store |
The USA Earliest WH Release Date by Store is calculated based on the maximum lead time for the stores sourced by this warehouse. For Delivery Window USAs, the earliest release date is the greater of the lead time and delivery window for the stores sourced by this warehouse. If the Release Date is aggregated to a higher level, the value of the earliest release date is displayed. (Read only) |
|
USA Total Allocated WH Cases by Store |
The USA Total Allocated WH Cases by Store is the total of the USA Number of packs per store of this SKU for all stores in the workbook sourced by this warehouse.(Read only) |
|
USA Total Allocated WH Units by Store |
The USA Total Allocated WH Units by Store is the total of the Store User Specified Allocation of this SKU for all stores in the workbook sourced by this warehouse.(Read only) |
|
USA Warehouse Allocation Type |
The USA Warehouse Allocation Type is the allocation type of this SKU for all stores in the workbook sourced by this warehouse. If the values are different, a question mark (?) is displayed. If the Allocation Type is not unavailable, Valid values are:
If you update the Warehouse Allocation Type of this SKU, it is replicated for all stores in the workbook sourced by this warehouse |
|
USA WH Percent of Pallet |
The USA WH Percent of Pallet is percent of pallet of this SKU for all stores in the workbook sourced by this warehouse. If the values are different, a question mark (?) is displayed. (Read only) |
|
USA WH Projected Inventory |
USA WH Projected Inventory represents the total projected inventory of this SKU shifted by lead time at the source warehouse. The day the projected inventory is shown for each SKU corresponds to the earliest warehouse release day when there are multiple release days for a single receipt date at any of the stores (in other words, corresponding to the max lead time). (Read only) |
This step allows you to specify a quantity at the source stocking point to spread proportionally across a set of stores taking into account the store inventory.
The available view is:
This view provides the ability to push USAs based on an allocation index to stores. This view displays the earliest release date and provides the ability to enter supplier allocation maximum and minimum boundaries and a total allocation quantity to be pushed to stores. This can either be in units or cases.
Table 9-19 lists the measures in this view.
Table 9-19 Measures: Supplier Level Information View
| Measure Label | Description |
|---|---|
|
USA Average Supplier Cases by Store |
The USA Average Supplier Cases by Store is the average of the sum of Average Supplier Cases by Store of this SKU for all stores in the workbook sourced by this supplier. Any positive integer, including zero, is valid. If the average Supplier cases value is updated, the value entered is replicated for all stores in the workbook sourced by this supplier. |
|
USA Average Supplier Units by Store |
The USA Average Supplier Units by Store is the average of the sum of Average Supplier Units by Store of this SKU for all stores in the workbook sourced by this supplier. Any positive integer, including zero, is valid. If the average Supplier units is updated, the value entered is replicated for all stores in the workbook sourced by this supplier. |
|
USA Earliest Supplier Release Date by Store |
The USA Earliest Supplier Release Date by Store is calculated based on the maximum lead time for the stores sourced by this supplier. For Delivery Window USAs, the earliest release date is the greater of the lead time and delivery window for the stores sourced by this supplier. If the Release Date is aggregated to a higher level, the value of the earliest release date is displayed. (Read only) |
|
USA Supplier Allocation Type |
The USA Supplier Allocation Type is the allocation type of this SKU for all stores in the workbook sourced by this supplier. If the values are different, a question mark (?) is displayed. If the Allocation Type is not unavailable, Valid values are:
If you update the Supplier Allocation Type of this SKU, it is replicated for all stores in the workbook sourced by this supplier. |
|
USA Total Allocated Supplier Cases by Store |
The USA Total Allocated Supplier Cases by Store is the total of the USA Number of packs per store of this SKU for all stores in the workbook sourced by this supplier.(Read only) |
|
USA Total Allocated Supplier Units by Store |
The USA Total Allocated Supplier Units by Store is the total of the Store User Specified Allocation of this SKU for all stores in the workbook sourced by this supplier.(Read only) |
