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 Navigation

• Before you Begin
• Logging into SRP and WRP
• About the RPAS Fusion Client Home Page
• Global Menu Functionality
  • Using Commit Status
  • Using Home
  • Viewing the RPAS Fusion Client Version
  • Accessing Online Help
    • Contents
    • Figures and Tables
    • Index
    • Search
  • Logging Out of the Application
• Taskflow Pane Navigation and Functionality
  • Access Based Visibility
  • Switching Between Multiple Tasks
• AIP Dashboard Functionality
  • AIP Summary
    • AIP Summary Content Area
    • Product Watchlist
    • Location Watchlist
    • Orders
  • Export
  • Detach
  • Detail View
    • Detail View Table
    • Detail View Filters
    • Detail View Toolbar
  • Detail View Graph
  • Create Workbook Button
    • Creating Workbooks

2 Introduction to AIP

• Oracle Retail Suite
  • Replenishment Subprocesses
  • Order Management
• Architectural Notes
• RPAS User Interface Basics
  • Workbooks
  • Views
  • Wizards
• AIP Process Overview
  • How SRP and WRP Fit into the AIP Product
  • Replenishment System Process Steps
    • Step 1 - Load and Maintain Data
    • Step 2 - Perform Replenishment (In the Fixed Period)
    • Step 3 - Perform Shortfall Reconciliation (In the Fixed Period)
    • Step 4 - Perform Substitution (In the Fixed Period)
    • Step 5 - Perform Stockless (For the Fixed Period)
    • Step 6 - Perform Replenishment (After the Fixed Period)
    • Step 7 - Export Orders to Order Management (After the Fixed Period)
    • Step 8 - Order Management Execution of Orders

3 Implementing Store-Only Replenishment

• Approach to Data Setup
• Types of AIP Implementation
  • Replenishing Stores-Only, Without Reconciliation
    • Implementation Characteristics and Considerations
    • Key Data Requirements
  • Replenishing Stores-Only, With Reconciliation
    • Implementation Characteristics & Considerations
    • Key Data Requirements
  • Full AIP: Replenishing All Locations with Reconciliation
    • Implementation Characteristics & Considerations
    • Key Data Requirements

4 About SRP and WRP Workbooks and Views

• Global Domains
• Low Variability Measures
  • Expanded Measures
  • Low Variability Example
• About User Specified Allocations (USAs) for SRP
  • USA Adjustments
  • USA Types
  • USA Business Events
  • USA Business Process

5 Building Workbooks

• Navigating Workbooks
  • Opening Workbooks
  • Deleting Workbooks
  • Permissible File Names
  • Renaming Workbooks
  • Understanding the Workbook Wizard Window
  • Begin Building New Workbooks
• Building Reporting Activity Workbooks
  • Reporting Tasks, Steps, and Views
  • SRP Evaluation Workbook
  • WRP Interactive Evaluation Workbook
  • Network Replenishment Workbook
  • SRP Intra-day Workbook
  • By Source Distribution Review Workbook
  • WRP Network Throughput Plan Workbook
• Building Analyzing Activity Workbooks
  • Analyzing Tasks, Steps, and Views
  • SRP Interactive Evaluation Workbook
• Building Product & Location Setup Activity Workbooks
  • Product & Location Setup Tasks, Steps, and Views
  • SRP Administration Workbook
  • WRP Administration Workbook
  • SRP Maintenance Workbook
  • WRP Maintenance Workbook
  • WRP Additional Stock Maintenance Wizard
  • SRP Presentation Stock Calculations Workbook
  • SRP Inventory Capping Parameters Workbook
  • SRP Apply Inventory Capping Workbook
  • SRP Inventory Capping Management Workbook
• Building Allocate Activity Workbooks
  • Allocate Tasks, Steps, and Views
  • USA Replacement, Additive, and Delivery Window Workbook
  • USA Delete Workbook
  • USA Create Rule Based Index Workbook
  • USA Allocation on Rule Based Index Workbook
  • USA Allocation on Dynamic Rule Based Index Workbook
  • USA Create Store Based Index Workbook
  • USA Allocation on Store Based Index Workbook
• Building System Setup Activity Workbooks
  • System Setup Tasks, Steps, and Views
  • SRP Alert Maintenance Workbook
  • WRP Alert Maintenance Workbook
  • WRP Network Threshold Maintenance Workbook
  • SRP Implementation Parameters Workbook

6 Reporting Activity

• Store Replenishment Task
  • Alerts & Exceptions Step
    • SRP Exception Summary (Corporate/SKU) View
    • SRP Exception Summary (Store Format/SKU) View
    • SRP Exception Summary (Weather Region/SKU) View
    • SRP Overstock Alert (SKU) View
    • SRP Overstock Details (SKU/Store/Day) View
  • Sales, Orders, Inventory
    • Company Level Inventory Analysis View
    • Inventory Packsize View
    • Receipt Packsize Detail View
    • SRP Replenishment Plan (SKU/Store/Week) View
    • SRP Replenishment Summary (SKU/Store/Day) View
    • Substitution Details View
    • WH Inventory Analysis (SKU Group/Warehouse/Day) View
  • Product & Location Attributes
    • SRP Replenishment Plan (SKU/Store) View
    • SRP Replenishment Plan Parameters (Store) View
    • SRP Replenishment Plan Parameters (SKU) View
    • Store Event Replenishment Parameters (SKU/Store/Day) View
    • Store Presentation Stock Calculations (SKU/Store/Day) View
• Warehouse Replenishment Task
  • Alerts & Exceptions Step
    • Credit Details Interactive View
    • Credit Summary Interactive View
    • Overstock Details Interactive View
    • SKU Group Credit Totals Interactive View
    • Source Credit Totals Interactive View
    • Warehouse Credit Totals Interactive View
  • Orders & Inventory Step
    • Company Level Inventory Analysis Interactive View
    • Demand Packsize Details View
    • In Transit Details Interactive View
    • Inventory Packsize Details View
    • Receipt Packsize Details View
    • Supplier Purchase Quantity (SPQ) Analysis Interactive View
    • WRP Historical Supplier Orders Interactive View
    • WRP Receipt Plan by SKU Group Interactive View
    • WRP Receipt Plan by SKU Pack Size Interactive View
  • Product & Location Attributes Step
    • Promotional SKU Interactive View
    • WRP Replenishment Parameters by SKU Group Warehouse Interactive View
    • WRP Replenishment Parameters by Warehouse Interactive View
    • WRP Replenishment Parameters by Week By SKU Group Interactive View
    • WRP Temporarily Un-Orderable Interactive View
• Network Replenishment Task
  • Network Replenishment Step
    • Demand Packsize Details View
    • Inventory Packsize Details View
    • Receipt Plan By SKU Pack Size View
    • Store Receipt Packsize Details View
    • Store Receipt Plan (SKU/Store/Day) View
    • Substitution Details View
    • Supplier Purchase Quantity (SPQ) Analysis View
    • Warehouse Receipt Plan View
    • WH Receipt Packsize Details View
• Intra-day Replenishment Task
  • Intra-day Replenishment Step
    • Receipt Packsize Details View
    • SRP Intra-day Summary (SKU/Store/Day) View
• Store Source Distribution Task
  • Store Source Distribution Step
    • Distribution Review View
• Network Throughput Task
  • Network Throughput Step
    • Inventory Packsize Details View
    • Open Inventory and Stock Cover View
    • Outbound Distribution Capacity View
    • Receipt Packsize Details View
    • Warehouse Holding Capacity View
    • Warehouse Summary View

7 Analyzing Activity

• Store Replenishment Task
  • Alerts & Exceptions Step
    • SRP Exception Summary (Corporate/SKU) Interactive View
    • SRP Exception Summary (Store Format/SKU) Interactive View
    • SRP Exception Summary (Weather Region/SKU) Interactive View
    • SRP Overstock Alert (SKU) Interactive View
    • SRP Overstock Details (SKU/Store/Day) View
  • Sales, Orders, Inventory
    • Company Level Inventory Analysis Interactive View
    • Inventory Packsize Details View
    • Receipt Packsize Details View
    • SRP Replenishment Plan (SKU/Store/Week) Interactive View
    • SRP Replenishment Summary (SKU/Store/Day) Interactive View
    • Substitution Details View
    • WH Inventory Analysis (SKU Group/Warehouse/Day) Interactive View
  • Product & Location Attributes
    • SRP Replenishment Plan (SKU/Store) Interactive View
    • SRP Replenishment Plan Parameters (SKU) Interactive View
    • SRP Replenishment Plan Parameters (Store) Interactive View
    • Store Event Replenishment Parameters View
    • Store Presentation Stock Calculations (SKU/Store/Day) View
• Warehouse Replenishment Task
  • Alerts & Exceptions Step
    • WRP Credit Details Interactive View
    • WRP Credit Summary Interactive View
    • WRP Overstock Details Interactive View
    • SKU Group Credit Totals Interactive View
    • Source Credit Totals Interactive View
    • Warehouse Credit Totals Interactive View
  • Orders & Inventory Step
    • Company Level Inventory Analysis Interactive View
    • Demand Packsize Details View
    • In Transit Details Interactive View
    • Inventory Packsize Details View
    • Receipt Packsize Details View
    • Supplier Purchase Quantity (SPQ) Analysis Interactive View
    • WRP Historical Supplier Orders Interactive View
    • WRP Receipt Plan by SKU Group Interactive View
    • WRP Receipt Plan by SKU Pack Size Interactive View
  • Product & Location Attributes Step
    • Promotional SKU Interactive View
    • Store Event Replenishment Parameters View
    • Store Presentation Stock Calculations (SKU/Store/Day) View
    • WRP Replenishment Parameters by SKU Group Warehouse Interactive View
    • WRP Replenishment Parameters by Warehouse Interactive View
    • WRP Replenishment Parameters By Week By SKU Group Interactive View
    • WRP Temporarily Un-Orderable Interactive View
• Network Replenishment Task
  • Network Replenishment Step
    • Demand Packsize Details View
    • Inventory Packsize Details View
    • Receipt Plan By SKU Pack Size Interactive View
    • Store Event Replenishment Parameters View
    • Store Presentation Stock Calculations (SKU/Store/Day) View
    • Store Receipt Packsize Details View
    • Store Receipt Plan (SKU/Store/Day) Interactive View
    • Substitution Details View
    • Supplier Purchase Quantity (SPQ) Analysis Interactive View
    • Warehouse Receipt Plan Interactive View
    • WH Receipt Packsize Details View

8 Product & Location Setup Activity

• Store Parameter Defaults Task
  • Set Defaults Step (Store)
    • SRP Global Parameters (Department) View
    • SRP Default Parameters (Sub-class/Store Format) View
• Warehouse Parameter Defaults Task
  • Set Defaults Step (Warehouse)
    • WRP Global Parameters (Department) View
    • WRP Default Parameters (Sub-class/Destination) View
    • WRP Default Parameters (Sub-class/Destination/Week) View
    • WRP Default Parameters (Sub-class/Destination/Day) View
• Store Parameter Exceptions Task
  • Set Exceptions Step (Store)
    • SRP Exception Parameters (SKU/Store/Day) View
    • SRP Exception Parameters (SKU) View
    • SRP Exception Parameters (SKU/Store) View
    • SRP Exception Parameters (SKU/Store/Week) View
• Warehouse Parameter Exceptions Task
  • Set Exceptions Step (Warehouse)
    • WRP Exception Parameters (SKU Pack Size/Destination) View
    • WRP Exception Parameters (SKU/Destination) View
    • WRP Exception Parameters (SKU/Destination/Day) View
    • WRP Exception Parameters (SKU/Destination/SStk/Day) View
    • WRP Exception Parameters (SKU/Destination/Week) View
• Warehouse Baseline & Contingency Stock Task
• Presentation Stock Setup Task
  • Presentation Stock Setup Step
    • Store Presentation Stock Calculations (SKU/Store/Day) View
• Inventory Cap Setup Parameters Task
  • Product Parameters Step
    • Inventory Capping Parameters (SKU) View
    • Inventory Capping Parameters (SKU/Store) View
    • Inventory Capping Parameters (Sub-class) View
  • Location Parameters Step
    • Department Capacity View
• Maintain Inventory Capping Values Task
  • Set Capping Values Step
    • Inventory Caps (Dept/Store/Day) View
    • Inventory Caps (SKU) View
    • Inventory Caps (SKU/Store) View
    • Inventory Caps (SKU/Store/Day) View
• Review & Approve Inventory Capping Task
  • Review & Approve Caps Step
    • Inventory Caps (SKU/Store/Day) View
    • Inventory Caps (SKU) View
    • Inventory Caps (Department/Store/Day) View
    • Inventory Capping Parameters (SKU/Store) View
  • Manually Setting Caps
    • Manually Enter a SKU Cap
    • Select the Desired Cap
    • Redistribute Remaining Space
    • Accept Caps

9 Allocate Activity

• Create Additive, Replacement, Delivery Window USA Task
  • Store Step
    • Store Level Information View
  • Warehouse Step
    • Warehouse Level Information View
  • Supplier Step
    • Supplier Level Information View
• Delete Additive, Replacement, Delivery Window USA Task
  • Delete USAs for Unexecuted Store Receipts Step
    • Delete USA (SKU/Store/Day) View
    • Delete Warehouse USA (SKU/Warehouse/Day) View
    • Delete Supplier USA (SKU/Supplier/Day) View
• Create Rule Based Index USA Task
  • Create Step
    • Rule Based Manual Index View
• Rule Based Index USA Task
  • Store Step
    • Store Level Information View
  • Warehouse Step
    • Warehouse Level Information View
  • Supplier Step
    • Supplier Level Information View
• Dynamic Rule Based Index USA Task
  • Store Step
    • Store Level Information View
  • Warehouse Step
    • Warehouse Level Information View
  • Supplier Step
    • Supplier Level Information View
• Create Store Based Index USA Task
  • Store Step
    • Reference Measures View
  • Warehouse Step
    • Label and Description Change Information View
  • Supplier Step
    • Store Based Manual Index View
• Store Based Index USA Task
  • Store Step
    • Store Level Information View
  • Warehouse Step
    • Warehouse Level Information View
  • Supplier Step
    • Supplier Level Information View

10 System Setup Activity

• Store Alert Thresholds & Masks Task
  • Set Defaults Step (Store)
    • SRP Alert Default (SKU/Company) View
    • SRP Alert Global Default (Sub-class/Company) View
  • Set Alert Thresholds Step
    • SRP Alert Exception (SKU/Store) View
  • Set Default Alert Thresholds Step (Store)
    • SRP Alert Default (SKU/Company) View
  • Set Alert Masks Step (Store)
    • Alert Day Masks (DOW) View
    • Alert Masks (SKU/Store/Day) View
• Warehouse Alert Thresholds & Masks Task
  • Set Defaults Step (Warehouse)
    • WRP Alert Default (Sub-class) View
    • WRP Alert Global Default (Department) View
  • Set Alert Thresholds Step (Warehouse)
    • WRP Alert Exception (SKU/Destination) View
  • Set Alert Masks Step (Warehouse)
    • Alert Day Masks (DOW) View
    • Alert Masks (SKU Group/Destination/Day) View
    • Alert Masks (SKU Group/Destination) View
• Network Thresholds & Masks Task
  • Set Thresholds Step
    • Excessive Stock Cover Threshold View
    • Stocking Point Holding Capacity View
    • Target Stock Cover Screen View
    • Day on Day Change Threshold View
  • Set Masks Step
    • Network Alert Run Days View
• Store System Setup Parameters Task
  • Store Setup Parameters Step
    • SRP Implementation Parameters View
    • Implementation Parameters (Department) View

11 Calculation Concepts

• Replenishment
  • Intra-day Replenishment
    • Identify What Plans to Recalculate
    • Revise the Sales Forecast
• Replenishment Calculation Variables
  • Fixed Period
  • Available To Plan (ATP) Dates
    • Release Schedules
    • ATP Days
    • Alternates as Primaries Functionality
  • Delivery Day Demand Percent (DDP)
    • Deriving DDP from On-shelf Time and Sales Profile
    • On-shelf Times
    • Sales Profile
    • DDP Determination
  • Review Time (RT)
  • Forecasted Demand over Review Time
  • Customer Orders over Review Time
  • Expected Receipts
  • Product Life
  • Expected Spoilage
  • Inventory Capping and Store Available Space
    • Store Available Space Calculation
• Allocation Boundaries
  • Allocation Boundaries Calculation Variables
    • Safety Stock Minimums and Maximums
    • Supplier Compliance Safety Stock
    • Boundary Stock
    • Warehouse Additional Stock
• Replenishment Methods Used in AIP
  • Min/Max Replenishment Method
    • Safety Stock
    • Receipt Point
    • Receive Up to Level
    • Maximum Sellable Quantity
    • Minimum Sales Stock
  • Time Supply Replenishment Method
    • The Time Supply Horizon Parameter
    • Minimum Sales Stock
    • Safety Stock
    • Receipt Point
    • Receive Up to Level
    • Maximum Sellable Quantity
  • Dynamic Replenishment Method
    • Minimum Sales Stock
    • Safety Stock
    • Receipt Point
    • Receive Up to Level
    • Maximum Sellable Quantity
  • Hybrid Replenishment Method
    • Minimum Sales Stock
    • Safety Stock
    • Receipt Point
    • Receive Up to Level
    • Maximum Sellable Quantity
  • No Safety Stock Method
    • Minimum Sales Stock
    • Safety Stock
    • Receipt Point
    • Receive Up to Level
    • Maximum Sellable Quantity
  • No Replenishment Method
  • Poisson Replenishment Method
    • Required Data
    • Minimum Sales Stock
    • Safety Stock
    • Receipt Point
    • Receive Up to Level
    • Maximum Sellable Quantity
  • Loaded SS Dynamic Replenishment Method
    • Required Data
    • Minimum Sales Stock
    • Safety Stock
    • Receipt Point
    • Receive Up to Level
    • Maximum Sellable Quantity
  • Sales Week Range Replenishment Method
    • Minimum Sales Stock
    • Safety Stock
    • Receipt Point
    • Receive Up to Level
    • Maximum Sellable Quantity
  • Factor AWS Replenishment Method
    • Minimum Sales Stock
    • Safety Stock
    • Receipt Point
    • Receive Up to Level
    • Maximum Sellable Quantity
  • Factor ARS Replenishment Method
    • Required Data
    • Safety Stock
    • Receipt Point
    • Receive Up to Level
• Calculate an Unconstrained Receipt Plan
  • Current Inventory and Projected Inventory
  • Net Inventory
    • Expected Receipts
    • Allocation in the Well
    • Spoilage calculations
    • Warehouse Holdback Quantity
    • Substitute Quantity
  • Calculate Ideal Receipt Quantity
  • Allocate Order to Source
  • Round Ideal Receipt Quantity
    • Store Order Rounding
    • Effect of Order Pack and Normal Rounding Rules
    • Effect of Freshness Flag on Rounding
    • Effects of Store Rounding Threshold on Rounding
    • Pallet Rounding
    • Warehouse Order Rounding
    • Inventory Capping
• Reconciliation
  • Reconciliation of Formal Packs versus Informal Packs
  • Total Demand and Available Inventory
    • Calculate Total Demand
    • Calculate Available Inventory at Source
  • Allocation Process
    • Store Reconciliation Matrix Process Sequence
  • Determine Active Zone
  • Use Watershed Algorithm for Allocation
  • Substitution

12 Review Alerts and Manage Exceptions

• SRP Alerts
  • Historical Availability Alerts
    • Key Inputs for Alerts
    • Large Consecutive Out of Stocks
    • Large Non-Consecutive Out of Stocks
    • Large Out of Stocks Last Night
    • Day on Day Repeat Out of Stocks
    • Single Store Availability Problems
    • Historical Availability Summary Alert
  • Projected Availability Alerts
    • Calculating Projected OOS and Projected Lost Sales
    • High Projected Out of Stock
    • High Projected Low Stocks
    • High Planned Orders
  • Other Alerts
    • Overstock
    • Sales Forecast Detail Alert
    • No Like SKU Found
    • High Repeated Dissipation
    • High Dissipation Yesterday
• WRP Alerts
  • Warehouse Stock Shortage Alerts
    • Sales Credit Multi-Day Stocked Alert
    • Sales Credit Stocked Alert
    • Sales Credit Multi-Day Stockless Alert
    • Sales Credit Stockless Alert
    • Sales Credit Summary Alert
    • Demand Credit Multi-Day Stocked Alert
    • Demand Credit Stocked Alert
    • Demand Credit Summary Alert
  • Network Exception Alerts
    • Outbound Distribution Capacity Exception
    • Warehouse Holding Capacity Exception
    • Stock Cover Exception
    • Inbound Day-on-Day Change Exception
    • Outbound Day-on-Day Change Exception
    • Stock Cover Day-on-Day Change Exception
  • WRP Overstock Alerts
    • WRP Overstock Alert
    • Stockless Surplus Alert for Multiple Days Alert
    • Stockless Surplus Alert for a Single Day Alert
    • Overstock Summary Alert
  • Sales Forecast Alerts
    • Sales Forecast Detail Alert
• Reviewing and Managing Alerts
  • The Alert Manager
    • About the Alert Tab
    • Alert Tab Buttons
  • Analyzing and Resolving Alerts for SRP Workbooks
  • Analyzing and Resolving Alerts for WRP Workbooks

13 Loading and Maintaining Data

• Data Required for SRP
  • Replenishment Parameters
• Adding a New Store Using a Sister Store
• Adding a New SKU Using a Like SKU
• Data Required for WRP
• Adding a New Warehouse Using a Sister Warehouse

Glossary