8 Product & Location Setup Activity

This chapter describes the Product & Location Setup activity.

The Product & Location Setup activity contains these tasks:

Store Parameter Defaults Task
Warehouse Parameter Defaults Task
Store Parameter Exceptions Task
Warehouse Parameter Exceptions Task
Presentation Stock Setup Task
Store Replenishment Task
Maintain Inventory Capping Values Task
Review & Approve Inventory Capping Task

Store Parameter Defaults Task

This task is used to set up the global (Department) and default (Sub-class/store format) values that are used to populate measures when no exception (SKU/store/day) value exists. The values set here define the details of the replenishment method used and are used to generate a replenishment plan. SKU/store/day-specific parameter changes are made through the SRP Administration workbook.

Use the SRP Administration workbook to perform the steps for this task. See To build this workbook, see "SRP Administration Workbook".

This step helps you achieve this task:

Set Defaults Step (Store)

Set Defaults Step (Store)

This step contains a view that allow you to examine the global department level default values for parameters for store replenishment plans. The available views are:

SRP Global Parameters (Department) View
SRP Default Parameters (Sub-class/Store Format) View

SRP Global Parameters (Department) View

This view contains the global department level default values for parameters that are used in generating and processing store replenishment plans. This view contains both:

Writeable Measures
Hidden Measures

Figure 8-1 SRP Global Parameters (Department) View

Writeable Measures

This view contains writeable measures at the department level. Table 8-1 lists measures that appear automatically when using the default template in this view.

Table 8-1 Measures: SRP Global Parameters (Department) View

Measure Label	Description
Excess Push Respect Store Priority	Pick list option that determines if store priority is respected when pushing excess to stores.
Excess Push Valid Destinations	Pick list options that determine the validity of store and warehouse destinations during excess push processing.
AWS Factor (global) -Store	The AWS Factor allows you to provide a numeric factor to be multiplied against the Average Weekly Sales (AWS) to determine replenishment boundaries (Safety Stock, RP and RUTL) for the Factor AWS replenishment method. Any positive number is valid. Example: To calculate a Safety Stock that is 50% of the average weekly sales, then in the AWS Factor, enter: 0.5.
Boundary Stock (global) -Store	The Boundary Stock identifier allows you to select the stock level to use in calculating the Store RP and Store RUTL. This stock level is a combination of Safety Stock, Presentation Stock, or Promotional Presentation Stock based on the following identifiers. If the identifier contains vs., the greater value is used. This parameter affects all replenishment methods. Blank indicates the system preset value of SS vs. PS + PPS. You select the boundary stock identifier from the following options: SS vs. PS + PPS SS vs. PS SS vs. PPS SS + PS + PPS SS + PS SS + PPS SS Where, SS = Safety Stock PS = Presentation Stock PPS = Promotional Presentation Stock The default is SS vs. PS + PPS. Example: Selecting SS vs. PS adds the greater of SS or PS to the calculated Store RP and Store RUTL values.
Demo Stock (global) -Store	Amount of stock that is used as demonstration product, but is still available to sell. Demo Stock is added to the RP and RUTL levels for each day.
End Date Range (global) -Store	The End Date Range parameter allows you to select the date that should be used as the ending point for determining the historical sales data used by the Sales Week Range and Factor AWS replenishment methods. A pop-up calendar can be used to select the desired end date. Select a date less than or equal to the current date.
Increment Percent (global) -Store	The Increment Percent acts as a multiplier for minimum and maximum stock that is designed to handle temporary fluctuation in demand for items using Min/Max Replenishment Method. An increment percentage factor can be used to temporarily increase or decrease targeted stocking levels without altering the established MIN and MAX values. Any positive number, including zero, is valid. Example: To use 120% of the Min and Max Stock, in the Increment Percent, enter: 1.2.
Inventory Selling Days (global) -Store	The Inventory Selling Days parameter is used to specify the number of days of forecast quantity to be used when calculating the RUTL with the Hybrid, Dynamic, Poisson and Loaded SS Dynamic Replenishment Methods. The RUTL calculation uses the forecast demand over the greater of Inventory Selling Days and Review Time. Inventory Selling Days can be used to avoid producing very small frequent orders. Any positive integer, including zero, is valid. Example: To ensure an order contains at least 14 days of supply, then in the number of Inventory Selling Days, enter: 14.
Max Safety Stock Days (global) -Store	The Max Safety Stock Days parameter is used to specify the maximum number of days of cover to be kept on hand as Safety Stock. If you enter both Max Safety Stock Days and Max Safety Stock Units, the maximum Safety Stock boundary uses the larger of demand over Max Safety Stock Days and Max Safety Stock Units. Any positive integer, including zero, is valid. Example: To ensure the Maximum Safety Stock contains at least 14 days of supply, then in the Max Safety Stock Days, enter: 14. If Max Safety Stock Units is greater than 14 days of supply, max units would be used as the Maximum Safety Stock, otherwise Maximum Safety Stock would be the number of units required to cover 14 days of demand, calculated as the sum of demand over the next 14 days beginning with the current day.
Max Safety Stock Units (global) -Store	The Max Safety Stock Units parameter is used to specify the maximum amount of inventory to be kept on hand as Safety Stock. If you enter both Max Safety Stock Days and Max Safety Stock Units, the Maximum Safety Stock boundary uses the larger of demand over Max Safety Stock Days and Max Safety Stock Units. Any positive number, including zero, is valid. Example: To ensure the Maximum Safety Stock contains at least 14 days of supply, then in the Max Safety Stock Days, enter: 14. If Max Safety Stock Units is greater than 14 days of supply, max units would be used as the Maximum Safety Stock, otherwise Maximum Safety Stock would be the number of units required to cover 14 days of demand.
Max Stock (global) -Store	Max Stock is only used in the Min/Max Replenishment Method. It represents the maximum stock level in units that are desired on hand to satisfy demand. The receipt plan quantity is calculated to bring Net Inventory up to MAX.Any positive number, including zero, is valid.
Max Time Supply Days (global) -Store	Max Time Supply Days is only used in the Time Supply Replenishment Method. It represents maximum stock level in terms of number of days cover that are desired on hand to satisfy demand. The receipt plan quantity is calculated to bring Net Inventory up to Maximum Time Supply Days of cover. Any positive integer, including zero, is valid. Example: To ensure an order brings the inventory level up to 14 days of supply, then in the Max Time Supply Days, enter: 14.
Min Safety Stock Days (global) -Store	The Min Safety Stock Days parameter is used to specify the minimum number of days of cover to be kept on hand as Safety Stock. If you enter both Min Safety Stock Days and Min Safety Stock Units, the Minimum Safety Stock boundary uses the larger of demand over Min Safety Stock Days and Min Safety Stock Units. Any positive integer, including zero, is valid. Example: To ensure the Maximum Safety Stock contains at least seven days of supply, then in the Max Safety Stock Days, enter: 7. If Min Safety Stock Units is greater than seven days of supply, min units would be used as the Minimum Safety Stock, otherwise Minimum Safety Stock would be the number of units required to cover seven days of demand, calculated as the sum of demand over the next seven days beginning with the current day.
Min Safety Stock Units (global) -Store	The Min Safety Stock Units parameter is used to specify the minimum amount of inventory to be kept on hand as Safety Stock. If you enter both Min Safety Stock Days and Min Safety Stock Units, the Minimum Safety Stock boundary uses the larger of demand over Min Safety Stock Days and Min Safety Stock Units. Any positive number, including zero, is valid. Example: To ensure the Maximum Safety Stock contains at least seven days of supply, then in the Max Safety Stock Days, enter: 7. If Min Safety Stock Units is greater than seven days of supply, min units would be used as the Minimum Safety Stock, otherwise Minimum Safety Stock would be the number of units required to cover seven days of demand.
Min Stock (global) -Store	Min Stock is only used in the Min/Max Replenishment Method. It represents the minimum stock level in units that are desired on hand to satisfy demand. Min Stock is used in determining the inventory level at which a replenishment is triggered. Any positive number, including zero, is valid.
Min Time Supply Days (global) -Store	Min Time Supply Days is only used in the Time Supply and Hybrid Replenishment Method. It represents minimum stock level in terms of number of days cover that are desired on hand to satisfy demand. Min Time Supply Days of cover is used in both Safety Stock and RP calculations. Any positive integer, including zero, is valid. Example: To ensure a minimum inventory level contains at least seven days of supply, then in the Min Time Supply Days, enter: 7.
MSQ Constraint Indicator (global) -Store	The MSQ Constraint Indicator (global) -Store indicates when the MSQ should be applied as a constraint during ordering decisions. If unspecified, the indicator is considered to be on and MSQ is used as a constraint.
Percent of Pallet (global) -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. Valid values are zero (0) through one (1). While zero (0) is a valid value, it indicates that the Ideal Receipt Quantity is not rounded by pallet. Example: To round an order up to a pallet when the case demand is greater than 75 percent of a pallet, then in Percent of Pallet, enter: 0.75.
Promotion Presentation Stock Override Flag (global) -Store	The Promotion Presentation Stock Override Flag (global) -Store indicates what value should be used for Store Promotion Presentation Stock. When the override flag is turned on (True), the Store Promotion Presentation Stock equals zero (0).
Replenishment Method (global) -Store	The choice of Replenishment Method determines the type of calculations that are used in generating a store replenishment method. Blank indicates the system preset value of No Replenishment. You select the Replenishment Method from the following options: Min/Max Time Supply Dynamic Hybrid No Replenishment No Safety Stock Poisson Replenishment Loaded SS Dynamic Sales Week Range Factor AWS The default is No Replenishment.
Roll Weeks (global) -Store	The Roll Weeks parameter indicates whether SRP logic should automatically roll the start and end date range settings forward one week or not. Roll weeks is used in the Factor AWS and Sales Week Range Replenishment Methods. You select the Roll Weeks value from the following options: Yes No Default Example: Selecting Yes causes the start and end date to roll forward one week, allowing you to keep the weekly historical sales at the same relative distance in the past. Selecting No does not move the start and end date forward allowing you to use the same weekly historical sales as the system moves forward in time.
Rounding Method (global) -Store	The Rounding Method is used when pack rounding the Ideal Receipt Quantity (IRQ). You select the Rounding Method value from the following options: Unspecified Order Pack Normal Unspecified indicates no value has been entered for the Rounding Method. You may also select Unspecified to remove the current value. Unspecified defaults to Normal.
Rounding Threshold (global) -Store	The Rounding Threshold represents the portion of a pack above which the replenishment plan is rounded up and below which it is rounded down. A zero threshold always rounds up, and a threshold of 1 always rounds down. If no value is entered, rounding threshold defaults to 1. Valid values are zero (0) through one (1). Example: To round an order up to a pack when the demand is greater than 25 percent of a pack, then in the Rounding Threshold, enter: 0.25.
Safety Stock Level Factor (global) -Store	The Safety Stock Level Factor represents the amount of additional Safety Stock to carry in anticipation of unpredictable events (for instance, weather changes) or to provide additional Safety Stock during a special promotion or event. This provides a temporary lift in the RP and RUTL values. The Safety Stock Level Factor is used in Time Supply, Hybrid, Poisson, Dynamic and Loaded SS Dynamic Replenishment Methods. Example: To increase Safety Stock by 25 units; in the Safety Stock Level Factor, enter: 25. Negative values may also be entered to decrease the Safety Stock level.
Service Level (global) -Store	The Service Level is used in the Safety Stock calculations for the Dynamic and Poisson replenishment methods. It is defined as the percentage of demand that the stock should be able to meet demand. Valid values are zero (0) through one (1). Example: To carry enough Safety Stock to maintain a 90% customer service level, then in the Service Level, enter: 0.90.
Shelf Capacity (global) -Store	Shelf capacity is the amount of stock to fill a shelf to the desired maximum level. If the Shelf Capacity Flag is set to Yes, the shelf capacity is used to cap the RP and RUTL. Any positive number, including zero, is valid.
Shelf Capacity Flag (global) -Store	The Shelf Capacity Flag is used to determine if the RP and RUTL should be capped by the shelf capacity. You select the Shelf Capacity Flag value from the following options: Yes No Default Example: Selecting Yes causes SRP to use shelf capacity to cap RP and RUTL. Selecting No or Default indicates SRP does not use shelf capacity to cap RP and RUTL. Default indicates no value has been entered for the Shelf Capacity Flag. You may also select Default to remove the current value assigned.
Start Date Range (global) -Store	The Start Date Range parameter allows you to select the date that should be used as the starting point for determining the historical sales data used by the Sales Week Range and Factor AWS replenishment methods. A pop-up calendar can be used to select the desired start date. Select a date less than or equal to the current date.
Time Supply Horizon (global) -Store	The Time Supply Horizon parameter is used to specify days of forecast in order to calculate a rate of sale. If a time supply horizon is specified, the rate of sale is used instead of the actual forecast when calculating demand over the time supply days for inventory target level calculations for the Time Supply Replenishment Method. Any positive integer, including zero, is valid. Example: To calculate a Rate of Sale (ROS) over a one week period; then in the Time Supply Horizon, enter: 7. The ROS is then calculated by summing the forecasted sales over the seven days and dividing that number by seven.
Weekly Sales Max (global) -Store	Maximum stock boundary for the Factor AWS, Sales Week Range, and Loaded SS Dynamic Replenishment methods. Any positive number, including zero, is valid
Weekly Sales Min (global) -Store	Minimum stock boundary for the Factor AWS, Sales Week Range, and Loaded SS Dynamic Replenishment methods. Any positive number, including zero, is valid.
User Specified Presentation Stock (global) -Store	User Specified Presentation Stock (global) -Store is the minimum amount of stock in units desired to have on hand for display/sales purposes. User Specified Presentation Stock (global) -Store may be taken into consideration when calculating the RP and RUTL, depending on the Boundary Stock selected. Any positive number, including zero, is valid.

Hidden Measures

Table 8-2 lists measures that are hidden when using the default template. They can be displayed and maintained by using the Insert measure function of RPAS. Hidden measures may also be added to a template during configuration.

Table 8-2 Hidden Measures: SRP Global Parameters (Department) View

Measure Label	Description
Acceptable Loss (global) -Store	Acceptable Loss represents the percentage of a case that is acceptable to lose from spoilage in order to prevent stock outs. While Acceptable Loss is the value maintained in the database, you can change either Acceptable Loss or Spoilage Threshold. If you edit Acceptable Loss, Spoilage Threshold is unavailable for update and Spoilage Threshold is calculated as 1 minus Acceptable Loss. Valid values are zero (0) through one (1). Example: To accept a loss from spoilage at 10%, then in Acceptable Loss, enter: .10.
Freshness Flag (global) -Store	The Freshness Flag is only used when the Inventory Aging Limit is set (indicating the SKU has a product life). When the Freshness Flag is True, SRP ensures that a store replenishment plan is generated for at least the Customer Orders over Review Time (CORT) regardless of the inventory position. When the Freshness Flag is True, Maximum Selling Quantity (MSQ) is limited by product life.
Minimum Presentation Stock (global) -Store	The Minimum Presentation Stock (global) -Store indicates the minimum presentation quantity to be used in the calculation of store presentation stock. Any value greater than or equal to zero (0) is acceptable.
Presentation Stock Override Flag (global) -Store	The Presentation Stock Override Flag (global) -Store is used when calculating the Store Presentation Stock to indicate whether the override quantity should be used. When the Presentation Stock Override Flag (global) -Store is turned on (True), the override quantity should be used.
Presentation Stock Override Quantity (global) -Store	The Presentation Stock Override Quantity (global) -Store is the value used when calculating Store Presentation Stock if the override flag is turned on (True).
Spoilage Threshold (global) -Store	Spoilage threshold is used as a pack rounding constraint. While Acceptable Loss is the value maintained in the database, you can change either Acceptable Loss or Spoilage Threshold. If you edit Default Spoilage Threshold, Acceptable Loss is unavailable for update and Acceptable Loss is calculated as 1 minus Spoilage Threshold. Valid values are zero (0) through one (1). Example: To round a pack up if the spoilage threshold is greater than 90%, then in the Spoilage Threshold, enter: .9.
Supplier Compliance Safety Stock (global) -Store	The Supplier Compliance Safety Stock parameter represents a number of days of supply additional Safety Stock to deal with supplier and supply chain compliance issues. The days covered begins with the latest of Review Time or Inventory Selling Days. The calculated Supplier Compliance Safety Stock Units is added on to the Safety Stock. Any positive number, including zero, is valid. Example: To add an addition seven days of supply; then in the Supplier Compliance Safety Stock, enter 7.
Weekly Base Sales Forecast % (global) -Store	The Store Global Default Weekly Base Sales Forecast % indicates what percentage of the Weekly Base Sales Forecast should be used in the calculation of store presentation stock. Values between zero (0) and one (1) (inclusive) are valid. Zero (0) indicates that 0% of the forecast is used and 1 indicates that 100% of the forecast is used.

SRP Default Parameters (Sub-class/Store Format) View

This view contains default values at Sub-class/Store Format for parameters that are used in generating and processing store replenishment plans. This view contains both:

Writeable Measures
Hidden Measures

Figure 8-2 SRP Default Parameters (Sub-class/Store Format) View

This view contains measures at Sub-class/Store Format level.

Writeable Measures

Table 8-3 lists the measures that display automatically when using the default template.

Table 8-3 Measures: SRP Default Parameters (Sub-class/Store Format) View

Measure Label	Description
AWS Factor (default) -Store	The AWS Factor allows you to provide a numeric factor to be multiplied against the Average Weekly Sales (AWS) to determine replenishment boundaries (Safety Stock, RP and RUTL) for the Factor AWS replenishment method. Any positive number is valid. Example: To calculate a Safety Stock that is 50% of the average weekly sales, then in the AWS Factor, enter: 0.5.
Boundary Stock (default) -Store	The Boundary Stock identifier allows you to select the stock level to use in calculating the Store RP and Store RUTL. This stock level is a combination of Safety Stock, Presentation Stock or Promotional Presentation Stock based on the following identifiers. If the identifier contains vs., the greater value is used. This parameter affects all replenishment methods. Blank indicates the system preset value of SS vs. PS + PPS. You select the boundary stock identifier from the following options: SS vs. PS + PPS SS vs. PS SS vs. PPS SS + PS + PPS SS + PS SS + PPS SS Where, SS = Safety Stock PS = Presentation Stock PPS = Promotional Presentation Stock The default is SS vs. PS + PPS. Example: Selecting SS vs. PS adds the greater of SS or PS to the calculated Store RP and Store RUTL values.
Demo Stock (default) -Store	Amount of stock that is used as demonstration product, but is still available to sell. Demo Stock is added to the RP and RUTL levels for each day.
End Date Range (default) -Store	The End Date Range parameter allows you to select the date that should be used as the ending point for determining the historical sales data used by the Sales Week Range and Factor AWS replenishment methods. A pop-up calendar can be used to select the desired end date. Select a date less than or equal to the current date.
Increment Percent (default) -Store	The Increment Percent acts as a multiplier for minimum and maximum stock that is designed to handle temporary fluctuation in demand for items using Min/Max Replenishment Method. An increment percentage factor can be used to temporarily increase or decrease targeted stocking levels without altering the established MIN and MAX values. Any positive number, including zero, is valid. Example: To use 120% of the Min and Max Stock; then in the Increment Percent, enter 1.2.
Inventory Selling Days (default) -Store	The Inventory Selling Days parameter is used to specify the number of days of forecast quantity to be used when calculating the RUTL with the Hybrid, Dynamic, Poisson and Loaded SS Dynamic Replenishment Methods. The RUTL calculation uses the forecast demand over the greater of Inventory Selling Days and Review Time. Inventory Selling Days can be used to avoid producing very small frequent orders. Any positive integer, including zero, is valid. Example: To ensure an order contains at least 14 days of supply; then in the Inventory Selling Days, enter: 14.
Max Safety Stock Days (default) -Store	The Max Safety Stock Days parameter is used to specify the maximum number of days of cover to be kept on hand as Safety Stock. If you enter both Max Safety Stock Days and Max Safety Stock Units, the Maximum Safety Stock boundary uses the larger of demand over Max Safety Stock Days and Max Safety Stock Units. Any positive integer, including zero, is valid. Example: To ensure the Maximum Safety Stock contains at least 14 days of supply; then in the Max Safety Stock Days, enter: 14. If Max Safety Stock Units is greater than 14 days of supply, max units would be used as the Maximum Safety Stock, otherwise Maximum Safety Stock would be the number of units required to cover 14 days of demand, calculated as the sum of demand over the next 14 days beginning with the current day.
Max Safety Stock Units (default) -Store	The Max Safety Stock Units parameter is used to specify the maximum amount of inventory to be kept on hand as Safety Stock. If you enter both Max Safety Stock Days and Max Safety Stock Units, the Maximum Safety Stock boundary uses the larger of demand over Max Safety Stock Days and Max Safety Stock Units. Any positive number, including zero, is valid. Example: To ensure the Maximum Safety Stock contains at least 14 days of supply; then in the Max Safety Stock Days, enter: 14. If Max Safety Stock Units is greater than 14 days of supply, max units would be used as the Maximum Safety Stock, otherwise Maximum Safety Stock would be the number of units required to cover 14 days of demand.
Max Stock (default) -Store	Max Stock is only used in the Min/Max Replenishment Method. It represents the maximum stock level in units that are desired on hand to satisfy demand. The receipt plan quantity is calculated to bring Net Inventory up to MAX.Any positive number, including zero, is valid.
Max Time Supply Days (default) -Store	Max Time Supply Days is only used in the Time Supply Replenishment Method. It represents maximum stock level in terms of number of days cover that are desired on hand to satisfy demand. The receipt plan quantity is calculated to bring Net Inventory up to Maximum Time Supply Days of cover. Any positive integer, including zero, is valid. Example: To ensure an order brings the inventory level up to 14 days of supply; then in the Max Time Supply Days, enter: 14.
Min Safety Stock Days (default) -Store	The Min Safety Stock Days parameter is used to specify the minimum number of days of cover to be kept on hand as Safety Stock. If you enter both Min Safety Stock Days and Min Safety Stock Units, the Minimum Safety Stock boundary uses the larger of demand over Min Safety Stock Days and Min Safety Stock Units. Any positive integer, including zero, is valid. Example: To ensure the Maximum Safety Stock contains at least seven days of supply; then in the Max Safety Stock Days, enter: 7. If Min Safety Stock Units is greater than seven days of supply, min units would be used as the Minimum Safety Stock, otherwise Minimum Safety Stock would be the number of units required to cover seven days of demand, calculated as the sum of demand over the next seven days beginning with the current day.
Min Safety Stock Units (default) -Store	The Min Safety Stock Units parameter is used to specify the minimum amount of inventory to be kept on hand as Safety Stock. If you enter both Min Safety Stock Days and Min Safety Stock Units, the Minimum Safety Stock boundary uses the larger of demand over Min Safety Stock Days and Min Safety Stock Units. Any positive number, including zero, is valid. Example: To ensure the Maximum Safety Stock contains at least seven days of supply; then in the Max Safety Stock Days, enter: 7. If Min Safety Stock Units is greater than seven days of supply, min units would be used as the Minimum Safety Stock, otherwise Minimum Safety Stock would be the number of units required to cover seven days of demand.
Min Stock (default) -Store	Min Stock is only used in the Min/Max Replenishment Method. It represents the minimum stock level in units that are desired on hand to satisfy demand. Min Stock is used in determining the inventory level at which a replenishment is triggered. Any positive number, including zero, is valid.
Min Time Supply Days (default) -Store	Min Time Supply Days is only used in the Time Supply and Hybrid Replenishment Methods. It represents minimum stock level in terms of number of days cover that are desired on hand to satisfy demand. Min Time Supply Days of cover is used in both Safety Stock and RP calculations. Any positive integer, including zero, is valid. Example: To ensure a minimum inventory level contains at least seven days of supply; then in Min Time Supply Days, enter: 7.
MSQ Constraint Indicator (default) -Store	The MSQ Constraint Indicator (default) -Store indicates when the MSQ should be applied as a constraint during ordering decisions. If unspecified, the indicator is considered to be On and MSQ is used as a constraint.
Percent of Pallet (default) -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. Valid values are zero (0) through one (1). While zero is a valid value, it indicates that the Ideal Receipt Quantity is not rounded by pallet. Example: To round an order up to a pallet when the case demand is greater than 75 percent of a pallet; then in the Percent of Pallet, enter: 0.75.
Promotion Presentation Stock Override Flag (default) -Store	The Promotion Presentation Stock Override Flag (default) -Store indicates what value should be used for Store Promotion Presentation Stock. When the override flag is turned on (True), the Store Promotion Presentation Stock equals zero (0).
Replenishment Method (default) -Store	The choice of Replenishment Method determines the type of calculations that is used in generating a store replenishment method. Blank indicates the system preset value of No Replenishment. You select the Replenishment Method from the following options: Min/Max Time Supply Dynamic Hybrid No Replenishment No Safety Stock Poisson Replenishment Loaded SS Dynamic Sales Week Range Factor AWS The default is No Replenishment.
Roll Weeks (default) -Store	The Roll Weeks parameter indicates whether SRP logic should automatically roll the start and end date range settings forward one week or not. Roll weeks is used in the Factor AWS and Sales Week Range Replenishment Methods. You select the Roll Weeks value from the following options: Yes No Default Example: Selecting Yes causes the start and end date to roll forward one week, allowing you to keep the weekly historical sales at the same relative distance in the past. Selecting No does not move the start and end date forward allowing you to use the same weekly historical sales as the system moves forward in time.
Rounding Method (default) -Store	The Rounding Method is used when pack rounding the Ideal Receipt Quantity (IRQ). You select the Rounding Method value from the following options: Unspecified Order Pack Normal Unspecified indicates no value has been entered for the Rounding Method. You may also select Unspecified to remove the current value. Unspecified defaults to Normal.
Rounding Threshold (default) -Store	The Rounding Threshold represents the portion of a pack above which the replenishment plan is rounded up and below which it is rounded down. A zero threshold always rounds up, and a threshold of 1 always rounds down. If no value is entered, rounding threshold defaults to 1. Valid values are zero (0) through one (1). Example: To round an order up to a pack when the demand is greater than 25 percent of a pack; then in the Rounding Threshold, enter: 0.25.
Safety Stock Level Factor (default) -Store	The Safety Stock Level Factor represents the amount of additional Safety Stock to carry in anticipation of unpredictable events (for instance, weather changes) or to provide additional Safety Stock during a special promotion or event. This provides a temporary lift in the RP and RUTL values. The Safety Stock Level Factor is used in Time Supply, Hybrid, Poisson, Dynamic and Loaded SS Dynamic Replenishment Methods. Example: To increase Safety Stock by 25 units; in the Safety Stock Level Factor, enter: 25. Negative values may also be entered to decrease the Safety Stock level.
Service Level (default) -Store	The Service Level is used in the Safety Stock calculations for the Dynamic and Poisson replenishment methods. It is defined as the percentage of demand that the stock should be able to meet demand. Valid values are zero (0) through one (1). Example: To carry enough Safety Stock to maintain a 90% customer service level, then in the Service Level, enter: 0.90.
Shelf Capacity (default) -Store	Shelf capacity is the amount of stock to fill a shelf to the desired maximum level. If the Shelf Capacity Flag is set to Yes, the shelf capacity is used to cap the RP and RUTL. Any positive number, including zero, is valid.
Shelf Capacity Flag (default) -Store	The Shelf Capacity Flag is used to determine if the RP and RUTL should be capped by the shelf capacity. You select the Shelf Capacity Flag value from the following options: Yes No Default Example: Selecting Yes causes SRP to use shelf capacity to cap RP and RUTL. Selecting No or Default indicates SRP does not use shelf capacity to cap RP and RUTL. Default indicates no value has been entered for the Default Shelf Capacity Flag. You may also select Default to remove the current value.
Start Date Range (default) -Store	The Start Date Range parameter allows you to select the date that should be used as the starting point for determining the historical sales data used by the Sales Week Range and Factor AWS replenishment methods. A pop-up calendar can be used to select the desired start date. Select a date less than or equal to the current date.
Time Supply Horizon (default) -Store	The Time Supply Horizon parameter is used to specify days of forecast in order to calculate a rate of sale. If a time supply horizon is specified, the rate of sale is used instead of the actual forecast when calculating demand over the time supply days for inventory target level calculations for the Time Supply Replenishment Method. Any positive integer, including zero, is valid. Example: To calculate a Rate of Sale (ROS) over a one week period; then in the Time Supply Horizon, enter: 7. The ROS is then calculated by summing the forecasted sales over the seven days and dividing that number by seven.
Weekly Sales Max (default) -Store	Maximum stock boundary for the Factor AWS, Sales Week Range, and Loaded SS Dynamic Replenishment methods. Any positive number, including zero, is valid
Weekly Sales Min (default) -Store	Minimum stock boundary for the Factor AWS, Sales Week Range, and Loaded SS Dynamic Replenishment methods. Any positive number, including zero, is valid.
User Specified Presentation Stock (default) -Store	User Specified Store Global Default Presentation Stock is the minimum amount of stock in units desired to have on hand for display/sales purposes. User Specified Store Global Default Presentation Stock may be taken into consideration when calculating the RP and RUTL, depending on the Boundary Stock selected. Any positive number, including zero, is valid.

Hidden Measures

Table 8-4 lists the measures for this view that are hidden when using the default template. They can be displayed and maintained by using the Insert measure function of RPAS. Hidden measures may also be added to a template during configuration.

Table 8-4 Hidden Measures: SRP Default Parameters (Sub-class/Store Format) View

Measure Label	Description
Acceptable Loss (default) -Store	Acceptable Loss represents the percentage of a case that is acceptable to lose from spoilage in order to prevent stock outs. While Acceptable Loss is the value maintained in the database, you can change either Acceptable Loss or Spoilage Threshold. If you edit Acceptable Loss, Spoilage Threshold is unavailable for update and Spoilage Threshold is calculated as 1 minus Acceptable Loss. Valid values are zero (0) through one (1). Example: To accept a loss from spoilage at 10%, then in Acceptable Loss, enter: .10.
Freshness Flag (default) -Store	The Freshness Flag is only used when the Inventory Aging Limit is set (indicating the SKU has a product life). When the Freshness Flag is True, SRP ensures that a store replenishment plan is generated for at least the Customer Orders over Review Time (CORT) regardless of the inventory position. When the Freshness Flag is True, Maximum Selling Quantity (MSQ) is limited by product life.
Minimum Presentation Stock (default) -Store	The Minimum Presentation Stock (default) -Store indicates the minimum presentation quantity to be used in the calculation of store presentation stock. Any value greater than or equal to zero (0) is acceptable.
Presentation Stock Override Flag (default) -Store	The Presentation Stock Override Flag (default) -Store is used when calculating the Store Presentation Stock to indicate whether the override quantity should be used. When the Presentation Stock Override Flag (default) -Store is turned on (True), the override quantity should be used.
Presentation Stock Override Quantity (default) -Store	The Presentation Stock Override Quantity (default) -Store is the value used when calculating Store Presentation Stock if the override flag is turned on (True).
Spoilage Threshold (default) -Store	Spoilage threshold is used as a pack rounding constraint. While Acceptable Loss is the value maintained in the database, you can change either Acceptable Loss or Spoilage Threshold. If you edit Default Spoilage Threshold, Acceptable Loss is unavailable for update and Acceptable Loss is calculated as 1 minus Spoilage Threshold. Valid values are zero (0) through one (1). Example: To round a pack up if the spoilage threshold is greater than 90%, then in the Spoilage Threshold, enter: .9.
Supplier Compliance Safety Stock (default) -Store	The Supplier Compliance Safety Stock parameter represents a number of days of supply additional Safety Stock to deal with supplier and supply chain compliance issues. The days covered begins with the latest of Review Time or Inventory Selling Days. The calculated Supplier Compliance Safety Stock Units is added on to the Safety Stock. Any positive number, including zero, is valid. Example: To add an additional seven days of supply; then in the Supplier Compliance Safety Stock, enter: 7 .
Weekly Base Sales Forecast % (default) -Store	The Weekly Base Sales Forecast (default) -Store indicates what percentage of the Weekly Base Sales Forecast should be used in the calculation of store presentation stock. Values between zero (0) and one (1) (inclusive) are valid. Zero (0) indicates that 0% of the forecast should be used and 1 indicates that 100% of the forecast should be used.

Warehouse Parameter Defaults Task

This task is used to manage department and Sub-class level default values. These are used to populate measures for WRP when no exception level parameter exists or when a new department or SKU group is added to the hierarchy. The values here determine the specific details that are needed to generate a replenishment plan.

Use the WRP Administration workbook to perform the steps for t his task. See To build this workbook, see "WRP Administration Workbook".

This step helps you achieve this task:

Set Defaults Step (Warehouse)

Set Defaults Step (Warehouse)

This step contains views that provides the global department level default values for parameters used in the generation of warehouse replenishment plans. The available views are:

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

WRP Global Parameters (Department) View

This view contains the global department level default values for parameters used in the generation of warehouse replenishment plans. This view contains both:

Default Measures
Hidden Measures

Figure 8-3 WRP Global Parameters (Department) View

Default Measures

Table 8-5 lists the measures in this view that display automatically when using the default template.

Table 8-5 Measures: WRP Global Parameters (Department) View

Measure Label	Explanation
Hold Back Option Global Default	The Hold Back Option indicates whether the hold back quantity should be considered when the batch determines if an order should be generated. Valid values are Do Not Reserve Holdback Quantity or Reserve Holdback Quantity. Reserve Holdback Quantity means that any user-specified Hold Back quantity should be deducted from the On Hand (Net Inventory) position. Do Not Reserve Holdback Quantity means that the On Hand (Net Inventory) calculation ignores any Hold Back quantity specified by you.
Increment Percent Global Default	The Increment Percent acts as a multiplier for minimum and maximum stock that is designed to handle temporary fluctuation in demand for items using Min/Max Replenishment Method. An increment percentage factor can be used to temporarily increase or decrease targeted stocking levels without altering the established MIN and MAX values. Any positive number, including zero, is valid. Example: To use 120% of the Min and Max Stock, enter: 1.2.
Inventory Selling Days Global Default	The number of days used to sum the forecasted demand for Dynamic and Hybrid replenishment method calculations. Inventory selling days can be used to ensure a minimum number of days of supply are included in the order. Any positive number is valid. Example: To account for three days of demand, enter: 3.
Maximum Safety Stock Days Global Default	The Maximum Safety Stock Days parameter is used to specify the maximum number of days of cover to be kept on hand as Safety Stock. If you enter both Max Safety Stock Days and Max Safety Stock Units, the Maximum Safety Stock boundary uses the larger of demand over Max Safety Stock Days and Max Safety Stock Units. Any positive integer, including zero, is valid. Example: To ensure the Maximum Safety Stock contains at least 14 days of supply; then in the Max Safety Stock Days, enter: 14. If Max Safety Stock Units is greater than 14 days of supply, max units would be used as the Maximum Safety Stock, otherwise Maximum Safety Stock would be the number of units required to cover 14 days of demand.
Maximum Safety Stock Units Global Default	The Maximum Safety Stock Units parameter is used to specify the maximum amount of inventory (in units) to be kept on hand as Safety Stock. If you enter both Max Safety Stock Days and Max Safety Stock Units, the Maximum Safety Stock boundary uses the larger of demand over Max Safety Stock Days and Max Safety Stock Units. Any positive number, including zero, is valid. Example: To ensure the Maximum Safety Stock contains at least 14 days of supply; then in the Max Safety Stock Days, enter: 14. If Max Safety Stock Units is greater than 14 days of supply, max units would be used as the Maximum Safety Stock, otherwise Maximum Safety Stock would be the number of units required to cover 14 days of demand.
Maximum Stock Global Default	Maximum Stock is only used in the Min/Max Replenishment Method. It represents the maximum stock level in units that are desired on hand to satisfy demand. The receipt plan quantity is calculated to bring Net Inventory up to the specified Maximum Stock level. Any positive number, including zero, is valid.
Maximum Time Supply Days Global Default	Maximum Time Supply Days is only used in the Time Supply Replenishment Method. It represents the maximum stock level in terms of a number of days cover that are desired on hand to satisfy demand. The receipt plan quantity is calculated to bring Net Inventory up to Maximum Time Supply Days of cover. Any positive integer, including zero, is valid. Example: To ensure an order brings the inventory level up to 14 days of supply; then in the Max Time Supply Days, enter: 14.
Minimum Acceptable Safety Stock Threshold Global Default	This parameter indicates the percentage of Safety Stock that must be protected when rounding the Ideal Receipt Quantity (IRQ) to an order multiple. The IRQ cannot be rounded down if doing so results in less than the specified percentage of Safety Stock being ordered. Any positive number, including zero, is valid. Example: To protect 40% of Safety Stock, enter: 0.4.
Minimum Safety Stock Days Global Default	The Minimum Safety Stock Days parameter is used to specify the minimum number of days of cover to be kept on hand as Safety Stock. If you enter both Min Safety Stock Days and Min Safety Stock Units, the Minimum Safety Stock boundary uses the larger of demand over Min Safety Stock Days and Min Safety Stock Units. Any positive integer, including zero, is valid. Example: To ensure the Maximum Safety Stock contains at least seven days of supply; then in the Max Safety Stock Days, enter: 7. If Min Safety Stock Units is greater than seven days of supply, min units would be used as the Minimum Safety Stock, otherwise Minimum Safety Stock would be the number of units required to cover seven days of demand.
Minimum Safety Stock Units Global Default	The Minimum Safety Stock Units parameter is used to specify the minimum amount of inventory to be kept on hand as Safety Stock. If you enter both Min Safety Stock Days and Min Safety Stock Units, the Minimum Safety Stock boundary uses the larger of demand over Min Safety Stock Days and Min Safety Stock Units. Any positive number, including zero, is valid. Example: To ensure the minimum safety stock contains at least seven days of supply; then in the Min Safety Stock Days, enter: 7. If Min Safety Stock Units is greater than seven days of supply, min units would be used as the Minimum Safety Stock, otherwise Minimum Safety Stock would be the number of units required to cover seven days of demand.
Minimum Stock Global Default	Minimum Stock is only used in the Min/Max Replenishment Method. It represents the minimum stock level in units that are desired on hand to satisfy demand. Min Stock is used in determining the inventory level at which a replenishment is triggered. Any positive number, including zero, is valid.
Minimum Time Supply Days Global Default	Minimum Time Supply Days is only used in the Time Supply Replenishment Method. It represents minimum stock level in terms of number of days cover that are desired on hand to satisfy demand. Min Time Supply Days of cover is used in both Safety Stock and RP calculations.
Replenishment Method Global Default	The choice of Replenishment Method determines the type of calculations that is used in generating a warehouse replenishment plan. Blank indicates the system preset value of No Replenishment. You select the Replenishment Method from the following options: Min/Max Time Supply Dynamic Hybrid No Replenishment No Safety Stock Sales Week Range Factor AWS Loaded SS Dynamic Factor ARS The default method is No Replenishment.
Round Up Threshold Global Default	The Rounding Threshold represents the percentage of the last order multiple above which the Ideal Replenishment Quantity is rounded up and below which it is rounded down. Valid values are zero (0) through one (1). Example: To round up when the remaining part of the IRQ is more than 25 percent of an order multiple; then in the Rounding Threshold, enter: 0.25.
Service Level Global Default	Service Level is used in the Safety Stock calculations for the Dynamic Replenishment method. It is defined as the percentage of unit demand that should be met by inventory. Valid values are zero (0) through one (1). Example: If you want to carry enough Safety Stock to maintain a 90% customer service level, enter: 0.90.
SPQ Commitment Type Global Default	The SPQ Commitment Type is used whenever a Supplier Purchase Quantity (SPQ) has been entered for a SKU. The commitment type indicates how the SPQ should be interpreted. The options are Fixed or Capped. Fixed indicates that the user-specified SPQ quantity may not be exceeded, but it must be ordered in its entirety, regardless of whether there is demand for it. Capped indicates that the user-specified SPQ quantity may not be exceeded, but it need not be ordered if it is not required. Blank indicates that the SPQ will be ignored.
Statistical Variance Threshold Global Default	This measure is no longer used.
Statistical Variance Upper Boundary Global Default	This measure is no longer used.
Time Supply Horizon Global Default	The Time Supply Horizon parameter is only used in the Time Supply Replenishment method. If a time supply horizon is specified, the rate of sale is used instead of the actual forecast when calculating demand over the time supply days for inventory target level calculations. Any positive integer is valid. Example: To calculate a Rate of Sale (ROS) over a one week period; then in the Time Supply Horizon, enter: 7. The ROS is then calculated by summing the forecasted sales over the seven days and dividing that number by seven.
Warehouse ARS Factor Global Default	Used only in the Average Rate of Sale (ARS) Replenishment Method, this factor is multiplied by the ARS to determine target stock levels. Any positive value is valid. Example: To multiple the ARS by a factor of two enter: 2.
Warehouse AWS Factor Global Default	Used only in the Average Weekly Sales (AWS) Replenishment Method, this factor is multiplied by the AWS to produce target stock levels. Any positive value is valid. Example: To multiple the ARS by a factor of two, enter: 2.
Warehouse End Date Range Global Default	This End date dictates the end of the time period used to establish demand in the Sales Week Range and Factor AWS Replenishment methods. A pop-up calendar can be used to select the desired end date. Any date prior to the current day is valid.
Warehouse Maximum Global Default	This represents the Maximum Safety Stock boundary for the Loaded Safety Stock, Sales Week Range, Factor ARS and Factor AWS Replenishment methods. Any positive value is valid. Example: To set a Maximum Safety Stock boundary of six units, enter: 6.
Warehouse Minimum Global Default	This represents the Minimum Safety Stock Boundary for the Loaded Safety Stock, Sales Week Range, Factor ARS and Factor AWS Replenishment methods. Any positive value, including zero, is valid. Example: To set a Minimum Safety Stock boundary of two units, enter: 2.
Warehouse Start Date Range Global Default	This Start date dictates the beginning of the time period used to establish demand in the Sales Week Range and Factor AWS Replenishment methods. A pop-up calendar can be used to select the desired start date. Any date prior to the current day is valid.
Supplier Compliance Safety Stock Global Default	This represents a number of additional days of stock beyond the Review Time or Inventory Selling Days that should be carried to account for poor Supplier Delivery Performance. Any positive value, including zero, is valid. Example: To carry two additional days of inventory to account for poor Supplier Delivery Performance, enter: 2.
Warehouse Roll Weeks Global Default	This parameter specifically relates to the interpretation of the date range specified by you to establish demand in the Sales Week Range and Factor AWS Replenishment methods. If the parameter is set to False, then the date range specified by you remains static and does not change as the replenishment process progresses through the planning horizon. If the parameter is set to True, then the date range is migrated forward a week for each new week encountered in the planning horizon. Valid values are zero (0) for False and one (1) for True.

Hidden Measures

Table 8-6 lists the measures in this view that are hidden when using the default template. They can be displayed and maintained by using the Insert measure function of RPAS. Hidden measures may also be added to the template during configuration.

Table 8-6 Hidden Measures: WRP Global Parameters (Department) View

Measure Label	Explanation
Supplier Compliance Safety Stock Global Default	This represents a number of additional days of stock beyond the Review Time or Inventory Selling Days that should be carried to account for poor Supplier Delivery Performance. Any positive value, including zero, is valid. Example: To carry two additional days of inventory to account for poor Supplier Delivery Performance, enter: 2.
Warehouse Roll Weeks Global Default	This parameter specifically relates to the interpretation of the date range specified by you to establish demand in the Sales Week Range and Factor AWS Replenishment methods. If the parameter is set to False, then the date range specified by you remains static and does not change as the replenishment process progresses through the planning horizon. If the parameter is set to True, then the date range is migrated forward a week for each new week encountered in the planning horizon. Valid values are zero (0) for False and one (1) for True.

Measure Label

Explanation

Supplier Compliance Safety Stock Global Default

This represents a number of additional days of stock beyond the Review Time or Inventory Selling Days that should be carried to account for poor Supplier Delivery Performance.

Any positive value, including zero, is valid.

Example: To carry two additional days of inventory to account for poor Supplier Delivery Performance, enter: 2.

Warehouse Roll Weeks Global Default

This parameter specifically relates to the interpretation of the date range specified by you to establish demand in the Sales Week Range and Factor AWS Replenishment methods.

If the parameter is set to False, then the date range specified by you remains static and does not change as the replenishment process progresses through the planning horizon.

If the parameter is set to True, then the date range is migrated forward a week for each new week encountered in the planning horizon.

Valid values are zero (0) for False and one (1) for True.

WRP Default Parameters (Sub-class/Destination) View

This view contains default parameters used in the generation of warehouse replenishment plans.

Figure 8-4 WRP Default Parameters (Sub-class/Destination ) View

Table 8-7 lists the measures in this view.

Table 8-7 Measures: WRP Default Parameters (Sub-class/Destination) View

Measure Label	Explanation
Warehouse End Date Range Default	This End date dictates the end of the time period used to establish demand in the Sales Week Range and Factor AWS Replenishment methods. A pop-up calendar can be used to select the desired end date. Any date prior to the current day is valid.
Warehouse Start Date Range Default	This Start date dictates the beginning of the time period used to establish demand in the Sales Week Range and Factor AWS Replenishment methods. A pop-up calendar can be used to select the desired start date. Any date prior to the current day is valid.

Measure Label

Explanation

Warehouse End Date Range Default

This End date dictates the end of the time period used to establish demand in the Sales Week Range and Factor AWS Replenishment methods.

A pop-up calendar can be used to select the desired end date.

Any date prior to the current day is valid.

Warehouse Start Date Range Default

This Start date dictates the beginning of the time period used to establish demand in the Sales Week Range and Factor AWS Replenishment methods.

A pop-up calendar can be used to select the desired start date.

Any date prior to the current day is valid.

The following measures are hidden when using the default template. They can be displayed and maintained by using the Insert measure function of RPAS.

Table 8-8 lists the hidden measures in this view.

Table 8-8 Hidden Measures: WRP Default Parameters (Sub-class/Destination) View

Measure Label	Explanation
Supplier Compliance Safety Stock Default	This represents a number of additional days of stock beyond the Review Time or Inventory Selling Days that should be carried to account for poor Supplier Delivery Performance. Any positive value, including zero, is valid. Example: To carry two additional days of inventory to account for poor Supplier Delivery Performance, enter: 2.

Measure Label

Explanation

Supplier Compliance Safety Stock Default

This represents a number of additional days of stock beyond the Review Time or Inventory Selling Days that should be carried to account for poor Supplier Delivery Performance.

Any positive value, including zero, is valid.

Example: To carry two additional days of inventory to account for poor Supplier Delivery Performance, enter: 2.

WRP Default Parameters (Sub-class/Destination/Week) View

This view contains default parameters used in the generation of warehouse replenishment plans.

Figure 8-5 WRP Default Parameters (Sub-class/Destination/Week) View

Table 8-9 lists the measures in this view.

Table 8-9 Measures: WRP Default Parameters (Sub-class/Destination/Week) View

Measure Label	Explanation
SPQ Commitment Type Default	The SPQ Commitment Type is used whenever a Supplier Purchase Quantity (SPQ) has been entered for a SKU. The commitment type indicates how the SPQ should be interpreted. The options are Fixed or Capped. Fixed indicates that the user-specified SPQ quantity may not be exceeded, but it must be ordered in its entirety, regardless of whether there is demand for it. Capped indicates that the user-specified SPQ quantity may not be exceeded, but it need not be ordered if it is not required. Blank indicates that the SPQ will be ignored.
Warehouse ARS Factor Default	Used only in the Average Rate of Sale (ARS) Replenishment Method, this factor is multiplied by the ARS to determine target stock levels. Any positive value is valid. Example: To multiple the ARS by a factor of two, enter: 2.
Warehouse Roll Weeks Default	This parameter specifically relates to the interpretation of the date range specified by you to establish demand in the Sales Week Range and Factor AWS Replenishment methods. If the parameter is set to False, then the date range specified by you remains static and does not change as the replenishment process progresses through the planning horizon. If the parameter is set to True, then the date range is migrated forward a week for each new week encountered in the planning horizon. Valid values are zero (0) for False and one (1) for True.

Measure Label

Explanation

SPQ Commitment Type Default

The SPQ Commitment Type is used whenever a Supplier Purchase Quantity (SPQ) has been entered for a SKU. The commitment type indicates how the SPQ should be interpreted. The options are Fixed or Capped.

Fixed indicates that the user-specified SPQ quantity may not be exceeded, but it must be ordered in its entirety, regardless of whether there is demand for it.

Capped indicates that the user-specified SPQ quantity may not be exceeded, but it need not be ordered if it is not required. Blank indicates that the SPQ will be ignored.

Warehouse ARS Factor Default

Used only in the Average Rate of Sale (ARS) Replenishment Method, this factor is multiplied by the ARS to determine target stock levels.

Any positive value is valid.

Example: To multiple the ARS by a factor of two, enter: 2.

Warehouse Roll Weeks Default

This parameter specifically relates to the interpretation of the date range specified by you to establish demand in the Sales Week Range and Factor AWS Replenishment methods.

If the parameter is set to False, then the date range specified by you remains static and does not change as the replenishment process progresses through the planning horizon.

If the parameter is set to True, then the date range is migrated forward a week for each new week encountered in the planning horizon.

Valid values are zero (0) for False and one (1) for True.

WRP Default Parameters (Sub-class/Destination/Day) View

This view contains default parameters used in the generation of warehouse replenishment plans.

Figure 8-6 WRP Default Parameters (Sub-class/Destination/Day) View

Table 8-10 lists the measures in this view.

Table 8-10 Measures: WRP Default Parameters (Sub-class/Destination/Day)

Measure Label	Explanation
Hold Back Option Default	The Hold Back Option indicates whether the hold back quantity should be considered when the batch determines if an order should be generated. Valid values are Do Not Reserve Holdback Quantity or Reserve Holdback Quantity. Reserve Holdback Quantity means that any user-specified Hold Back quantity should be deducted from the On Hand (Net Inventory) position. Do Not Reserve Holdback Quantity means that the On Hand (Net Inventory) calculation ignores any Hold Back quantity specified by you.
Increment Percent Default	The Increment Percent acts as a multiplier for minimum and maximum stock that is designed to handle temporary fluctuation in demand for items using Min/Max Replenishment Method. An increment percentage factor can be used to temporarily increase or decrease targeted stocking levels without altering the established MIN and MAX values. Any positive number, including zero, is valid. Example: To use 120% of the Min and Max Stock, enter: 1.2.
Inventory Selling Days Default	The number of days used to sum the forecasted demand for Dynamic and Hybrid replenishment method calculations. Inventory selling days can be used to ensure a minimum number of days of supply are included in the order. Any positive number is valid. Example: To account for three days of demand, enter: 3.
Maximum Safety Stock Days Default	The Maximum Safety Stock Days parameter is used to specify the maximum number of days of cover to be kept on hand as Safety Stock. If you enter both Max Safety Stock Days and Max Safety Stock Units, the Maximum Safety Stock boundary uses the larger of demand over Max Safety Stock Days and Max Safety Stock Units. Any positive integer, including zero, is valid. Example: To ensure the Maximum Safety Stock contains at least 14 days of supply; then in the Max Safety Stock Days, enter: 14. If Max Safety Stock Units is greater than 14 days of supply, max units would be used as the Maximum Safety Stock, otherwise Maximum Safety Stock would be the number of units required to cover 14 days of demand.
Maximum Safety Stock Units Default	The Maximum Safety Stock Units parameter is used to specify the maximum amount of inventory (in units) to be kept on hand as Safety Stock. If you enter both Max Safety Stock Days and Max Safety Stock Units, the Maximum Safety Stock boundary uses the larger of demand over Max Safety Stock Days and Max Safety Stock Units. Any positive number, including zero, is valid. Example: To ensure the Maximum Safety Stock contains at least 14 days of supply; then in the Max Safety Stock Days, enter: 14. If Max Safety Stock Units is greater than 14 days of supply, max units would be used as the Maximum Safety Stock, otherwise Maximum Safety Stock would be the number of units required to cover 14 days of demand.
Maximum Stock Default	Maximum Stock is only used in the Min/Max Replenishment Method. It represents the maximum stock level in units that are desired on hand to satisfy demand. The receipt plan quantity is calculated to bring Net Inventory up to the specified Maximum Stock level. Any positive number, including zero, is valid.
Maximum Time Supply Days Default	Maximum Time Supply Days is only used in the Time Supply Replenishment Method. It represents the maximum stock level in terms of a number of days cover that are desired on hand to satisfy demand. The receipt plan quantity is calculated to bring Net Inventory up to Maximum Time Supply Days of cover. Any positive integer, including zero, is valid. Example: To ensure an order brings the inventory level up to 14 days of supply; then in the Max Time Supply Days, enter: 14.
Minimum Acceptable Safety Stock Threshold Default	This parameter indicates the percentage of Safety Stock that must be protected when rounding the Ideal Receipt Quantity (IRQ) to an order multiple. The IRQ cannot be rounded down if doing so results in less than the specified percentage of Safety Stock being ordered. Any positive number, including zero, is valid. Example: To protect 40% of Safety Stock, enter: 0.4.
Minimum Safety Stock Days Default	The Minimum Safety Stock Days parameter is used to specify the minimum number of days of cover to be kept on hand as Safety Stock. If you enter both Min Safety Stock Days and Min Safety Stock Units, the Minimum Safety Stock boundary uses the larger of demand over Min Safety Stock Days and Min Safety Stock Units. Any positive integer, including zero, is valid. Example: To ensure the Maximum Safety Stock contains at least seven days of supply; then in the Max Safety Stock Days, enter: 7. If Min Safety Stock Units is greater than seven days of supply, min units would be used as the Minimum Safety Stock, otherwise Minimum Safety Stock would be the number of units required to cover seven days of demand.
Minimum Safety Stock Units Default	The Minimum Safety Stock Units parameter is used to specify the minimum amount of inventory to be kept on hand as Safety Stock. If you enter both Min Safety Stock Days and Min Safety Stock Units, the Minimum Safety Stock boundary uses the larger of demand over Min Safety Stock Days and Min Safety Stock Units. Any positive number, including zero, is valid. Example: To ensure the minimum safety stock contains at least seven days of supply; then in the Min Safety Stock Days, enter: 7. If Min Safety Stock Units is greater than seven days of supply, min units would be used as the Minimum Safety Stock, otherwise Minimum Safety Stock would be the number of units required to cover seven days of demand.
Minimum Stock Default	Minimum Stock is only used in the Min/Max Replenishment Method. It represents the minimum stock level in units that are desired on hand to satisfy demand. Min Stock is used in determining the inventory level at which a replenishment is triggered. Any positive number, including zero, is valid.
Minimum Time Supply Days Default	Minimum Time Supply Days is only used in the Time Supply Replenishment Method. It represents minimum stock level in terms of number of days cover that are desired on hand to satisfy demand. Min Time Supply Days of cover is used in both Safety Stock and RP calculations.
Replenishment Method Default	The choice of Replenishment Method determines the type of calculations that is used in generating a warehouse replenishment plan. Blank indicates the system preset value of No Replenishment. You select the Replenishment Method from the following options: Min/Max Time Supply Dynamic Hybrid No Replenishment No Safety Stock Sales Week Range Factor AWS Loaded SS Dynamic Factor ARS The default method is No Replenishment.
Round Up Threshold Default	The Rounding Threshold represents the percentage of the last order multiple above which the Ideal Replenishment Quantity is rounded up and below which it is rounded down. Valid values are zero (0) through one (1). Example: To round up when the remaining part of the IRQ is more than 25 percent of an order multiple; then in the Rounding Threshold, enter: 0.25.
Service Level Default	Service Level is used in the Safety Stock calculations for the Dynamic Replenishment method. It is defined as the percentage of unit demand that should be met by inventory. Valid values are zero (0) through one (1). Example: To carry enough Safety Stock to maintain a 90% customer service level, enter: 0.90.
Statistical Variance Threshold Default	This measure is no longer used.
Statistical Variance Upper Boundary Default	This measure is no longer used.
Time Supply Horizon Default	The Time Supply Horizon parameter is only used in the Time Supply Replenishment method. If a time supply horizon is specified, the rate of sale is used instead of the actual forecast when calculating demand over the time supply days for inventory target level calculations. Any positive integer is valid. Example: To calculate a Rate of Sale (ROS) over a one week period; then in the Time Supply Horizon, enter: 7. The ROS is then calculated by summing the forecasted sales over the seven days and dividing that number by seven.
Warehouse AWS Factor Default	Used only in the Average Weekly Sales (AWS) Replenishment Method, this factor is multiplied by the AWS to produce target stock levels. Any positive value is valid. Example: To multiple the ARS by a factor of two, enter: 2.
Warehouse Maximum Default	This represents the Maximum Safety Stock boundary for the Loaded Safety Stock, Sales Week Range, Factor ARS and Factor AWS Replenishment methods. Any positive value is valid. Example: To set a Maximum Safety Stock boundary of six units, enter: 6.
Warehouse Minimum Default	This represents the Minimum Safety Stock Boundary for the Loaded Safety Stock, Sales Week Range, Factor ARS and Factor AWS Replenishment methods. Any positive value, including zero, is valid. Example: To set a Minimum Safety Stock boundary of two units, enter: 2.

Store Parameter Exceptions Task

This task allows you to modify level replenishment parameters. Any parameters maintained for a specific SKU in this workbook overrides any values in equivalent parameters at global (Dept) or default (Sub-class/store format). The values set here define the details of the replenishment method used and are used to generate a replenishment plan.

Use the SRP Maintenance workbook to perform the steps for this task. See To build this workbook, see "SRP Maintenance Workbook".

This step helps you achieve this task:

Set Exceptions Step (Store)

This step contains views that contain exception level parameter values used in generating and processing store replenishment plans. The available views are:

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

SRP Exception Parameters (SKU/Store/Day) View

The SRP Exception Parameters (SKU/Store/Day) view contains exception level parameter values that are used in generating and processing store replenishment plans.

This view contains both:

Writeable Measures
Hidden Measures

Figure 8-7 SRP Exception Parameters (SKU/Store/Day) View

Writeable Measures

This view contains writeable measures (unless otherwise noted) at the SKU/Store/Day level. The measures on this view are time-phased at the day level. When data is entered on a specific date, that date becomes an effective date for that measure. Once a value is entered on a date, the value remains in effect until the value is changed to another valid value, or a special value is entered.

Table 8-11 lists the measures that display automatically when using the default template.

Table 8-11 Measures: SRP Exception Parameters (SKU/Store/Day) View

Measure Label	Description
Promotion Presentation Stock Pre Factor - Store	Promotion Presentation Stock Pre Factor - Store represents the specified quantity for Store Promotion Presentation Stock before application of the Promotion Presentation Stock - End of Promo Factor.
AWS Factor-Store	The AWS Factor allows you to provide a numeric factor to be multiplied against the Average Weekly Sales (AWS) to determine replenishment boundaries (Safety Stock, RP and RUTL) for the Factor AWS replenishment method. Any positive number is valid. Special Values: -1 (Use Previous) -2 (Use Default) Example: To calculate a Safety Stock that is 50% of the average weekly sales; then in the AWS Factor, enter: 0.5.
Boundary Stock-Store	The Boundary Stock identifier allows you to select the stock level to use in calculating the Store RP and Store RUTL. This stock level is a combination of Safety Stock, Presentation Stock or Promotional Presentation Stock based on the following identifiers. If the identifier contains vs., the greater value is used. This parameter affects all replenishment methods. Blank indicates the system preset value of SS vs. PS + PPS. You select the boundary stock identifier from the following options: SS vs. PS + PPS SS vs. PS SS vs. PPS SS + PS + PPS SS + PS SS + PPS SS Where, SS = Safety Stock PS = Presentation Stock PPS = Promotional Presentation Stock The default is SS vs. PS + PPS. Example: Selecting SS vs. PS adds the greater of SS or PS to the calculated Store RP and Store RUTL values.
Demo Stock-Store	Amount of stock that is not sellable due to use as demonstration product. Demo Stock is added to the RP and RUTL levels for each day. Any positive number, including zero, is valid. Special Values: -1 (Use Previous) -2 (Use Default)
Increment Percent-Store	The Increment Percent acts as a multiplier for minimum and maximum stock that is designed to handle temporary fluctuation in demand for items using Min/Max Replenishment Method. An increment percentage factor can be used to temporarily increase or decrease targeted stocking levels without altering the established MIN and MAX values. Any positive number, including zero, is valid. Special Values: -1 (Use Previous) -2 (Use Default) Example: To use 120% of the Min and Max Stock; then in the Increment Percent, enter: 1.2.
Store Inventory Boundaries as Aesthetic Min	The Store Inventory Boundaries as Aesthetic Min parameter is a boolean measure. It is used in inventory boundary calculation of RUTL for Hybrid, Poisson, Dynamic, Loaded SS Dynamic and No Safety Stock. Initial value is False. When False, demand is added to boundary stock. When True, presentation stock levels are a minimum for RUTL.
Inventory Selling Days-Store	The Inventory Selling Days parameter is used to specify the number of days of forecast quantity to be used when calculating the RUTL with the Hybrid, Dynamic, Poisson and Loaded SS Dynamic Replenishment Methods. The RUTL calculation uses the forecast demand over the greater of Inventory Selling Days and Review Time. Inventory Selling Days can be used to avoid producing very small frequent orders. Any positive integer, including zero, is valid. Special Values: -1 (Use Previous) -2 (Use Default) Example: To ensure an order contains at least 14 days of supply; then in the Inventory Selling Days, enter: 14.
Max Safety Stock Days-Store	The Max Safety Stock Days parameter is used to specify the maximum number of days of cover to be kept on hand as Safety Stock. If you enter both Max Safety Stock Days and Max Safety Stock Units, the Maximum Safety Stock boundary uses the larger of demand over Max Safety Stock Days and Max Safety Stock Units. Any positive integer, including zero, is valid. Special Values: -1 (Use Previous) -2 (Use Default) -3 (Unbounded) Example: To ensure the Maximum Safety Stock contains at least 14 days of supply; then in the Max Safety Stock Days, enter: 14. If Max Safety Stock Units is greater than 14 days of supply, max units would be used as the Maximum Safety Stock, otherwise Maximum Safety Stock would be the number of units required to cover 14 days of demand.
Max Safety Stock Units-Store	The Max Safety Stock Units parameter is used to specify the maximum amount of inventory to be kept on hand as Safety Stock. If you enter both Max Safety Stock Days and Max Safety Stock Units, the Maximum Safety Stock boundary uses the larger of demand over Max Safety Stock Days and Max Safety Stock Units. Any positive number, including zero, is valid. Special Values: -1 (Use Previous) -2 (Use Default) -3 (Unbounded) Example: To ensure the Maximum Safety Stock contains at least 14 days of supply; then in the Max Safety Stock Days, enter: 14. If Max Safety Stock Units is greater than 14 days of supply, max units would be used as the Maximum Safety Stock, otherwise Maximum Safety Stock would be the number of units required to cover 14 days of demand.
Max Stock-Store	Max Stock is only used in the Min/Max Replenishment Method. It represents the maximum stock level in units that are desired on hand to satisfy demand. The receipt plan quantity is calculated to bring Net Inventory up to MAX. Any positive number, including zero, is valid. Special Values: -1 (Use Previous) -2 (Use Default) -3 (Unbounded)
Max Time Supply Days-Store	Max Time Supply Days is only used in the Time Supply Replenishment Method. It represents maximum stock level in terms of number of days cover that are desired on hand to satisfy demand. The receipt plan quantity is calculated to bring Net Inventory up to Maximum Time Supply Days of cover. Any positive integer, including zero, is valid. Special Values: -1 (Use Previous) -2 (Use Default) Example: To ensure an order brings the inventory level up to 14 days of supply; then in the Max Time Supply Days, enter: 14.
Min Safety Stock Days-Store	The Min Safety Stock Days parameter is used to specify the minimum number of days of cover to be kept on hand as Safety Stock. If you enter both Min Safety Stock Days and Min Safety Stock Units, the Minimum Safety Stock boundary uses the larger of demand over Min Safety Stock Days and Min Safety Stock Units. Any positive integer, including zero, is valid. Special Values: -1 (Use Previous) -2 (Use Default) Example: To ensure the Minimum Safety Stock contains at least seven days of supply; then in the Min Safety Stock Days, enter: 7. If Min Safety Stock Units is greater than seven days of supply, min units would be used as the Minimum Safety Stock, otherwise Minimum Safety Stock would be the number of units required to cover seven days of demand.
Min Safety Stock Units-Store	The Min Safety Stock Units parameter is used to specify the minimum amount of inventory to be kept on hand as Safety Stock. If you enter both Min Safety Stock Days and Min Safety Stock Units, the Minimum Safety Stock boundary uses the larger of demand over Min Safety Stock Days and Min Safety Stock Units. Any positive number, including zero, is valid. Special Values: -1 (Use Previous) -2 (Use Default) Example: To ensure the Minimum Safety Stock contains at least seven days of supply; then in the Min Safety Stock Days, enter: 7. If Min Safety Stock Units is greater than seven days of supply, min units would be used as the Minimum Safety Stock, otherwise Minimum Safety Stock would be the number of units required to cover seven days of demand.
Min Stock-Store	Min Stock is only used in the Min/Max Replenishment Method. It represents the minimum stock level in units that are desired on hand to satisfy demand. Min Stock is used in determining the inventory level at which a replenishment is triggered. Any positive number, including zero, is valid. Special Values: -1 (Use Previous) -2 (Use Default)
Min Time Supply Days-Store	Min Time Supply Days is only used in the Time Supply Replenishment Method. It represents minimum stock level in terms of number of days cover that are desired on hand to satisfy demand. Min Time Supply Days of cover is used in both Safety Stock and RP calculations. Any positive integer, including zero, is valid. Special Values: -1 (Use Previous) -2 (Use Default) Example: To ensure a Minimum Inventory Level that covers seven days of supply; then in the Min Time Supply Days, enter: 7.
MSQ Constraint Indicator-Store	The Store MSQ Constraint Indicator indicates when the MSQ should be applied as a constraint during ordering decisions. If unspecified, the indicator is considered to be On and thus, MSQ is used as a constraint.
Percent of Pallet-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. Valid values are zero (0) through one (1). Special Values: -1 (Use Previous) -2 (Use Default) Example: To round an order up to a pallet if the case demand is greater than 75 percent of a pallet; then in the Percent of Pallet, enter: 0.75.
Promotion Presentation Stock Override Flag-Store	The Store Promotion Presentation Stock Override Flag indicates what value should be used for Store Promotion Presentation Stock. When the override flag is turned on (True), the Store Promotion Presentation Stock equals zero (0).
Replenishment Method-Store	The choice of Replenishment Method determines the type of calculations that is used in generating a store replenishment method. Blank indicates the system preset value of No Replenishment. You select the Replenishment Method from the following options: Min/Max Time Supply Dynamic Hybrid No Replenishment No Safety Stock Poisson Replenishment Loaded SS Dynamic Sales Week Range Factor AWS The default is No Replenishment.
Rounding Method-Store	The Rounding Method is used when pack rounding the Ideal Receipt Quantity (IRQ). You select the Rounding Method value from the following options: Unspecified Order Pack Normal Unspecified defaults to Normal.
Rounding Threshold-Store	The Rounding Threshold represents the portion of a pack above which the replenishment plan is rounded up and below which it is rounded down. A zero threshold always round up, and a threshold of 1 always round down. If no value is entered, rounding threshold defaults to 1. Valid values are zero (0) through one (1). Special Values: -1 (Use Previous) -2 (Use Default) Example: To round an order up to a pack when the demand is greater than 25 percent of a pack; then in the Rounding Threshold, enter: 0.25.
Safety Stock Level Factor-Store	The Safety Stock Level Factor represents the amount of additional Safety Stock to carry in anticipation of unpredictable events (for instance, weather changes) or to provide additional Safety Stock during a special promotion or event. This provides a temporary lift in the RP and RUTL values. The Safety Stock Level Factor is used in Time Supply, Hybrid, Poisson, Dynamic and Loaded SS Dynamic Replenishment Methods. Example: To increase Safety Stock by 25 units; then in the Safety Stock Level Factor, enter: 25. Negative values may also be entered to decrease the Safety Stock Level.
Service Level-Store	The Service Level is used in the Safety Stock calculations for the Dynamic and Poisson replenishment methods. It is defined as the percentage of demand that the stock should be able to meet demand. Valid values are zero (0) through one (1). Special Values: -1 (Use Previous) -2 (Use Default) Example: To carry enough Safety Stock to maintain a 90% customer service level; then in the Service Level, enter 0.90.
Shelf Capacity-Store	Shelf capacity is the amount of stock to fill a shelf to the desired maximum level. If the Shelf Capacity Flag is set to Yes, the shelf capacity is used to cap the RP and RUTL. Any positive number, including zero, is valid. Special Values: -1 (Use Previous) -2 (Use Default)
Shelf Capacity Flag-Store	The Shelf Capacity Flag is used to determine if the RP and RUTL should be capped by the shelf capacity. You select the Shelf Capacity Flag value from the following options: Yes No Default Example: Selecting Yes causes SRP to use shelf capacity to cap RP and RUTL. Selecting No or Default indicates SRP does not use shelf capacity to cap RP and RUTL.
Time Supply Horizon-Store	The Time Supply Horizon parameter is used to specify days of forecast in order to calculate a rate of sale. If a time supply horizon is specified, the rate of sale is used instead of the actual forecast when calculating demand over the time supply days for inventory target level calculations for the Time Supply Replenishment Method. Any positive integer, including zero, is valid. Special Values: -1 (Use Previous) -2 (Use Default) Example: To calculate a Rate of Sale (ROS) over a one week period; then in the Time Supply Horizon, enter: 7. The ROS is then calculated by summing the forecasted sales over the seven days and dividing that number by seven.
Weekly Sales Max-Store	Maximum stock boundary for the Factor AWS, Sales Week Range, and Loaded SS Dynamic Replenishment methods. Any positive number, including zero, is valid. Special Values: -1 (Use Previous) -2 (Use Default) -3 (Unbounded)
Weekly Sales Min-Store	Minimum stock boundary for the Factor AWS, Sales Week Range, and Loaded SS Dynamic Replenishment methods. Any positive number, including zero, is valid. Special Values: -1 (Use Previous) -2 (Use Default)
User Specified Presentation Stock-Store	Presentation Stock is the minimum amount of stock in units desired to have on hand for display/sales purposes. Presentation Stock may be taken into consideration when calculating the RP and RUTL, depending on the Boundary Stock selected. Any positive number, including zero, is valid. Special Values: -1 (Use Previous) -2 (Use Default)

Hidden Measures

Table 8-12 lists the measures in this view that are hidden when using the default template. They can be displayed and maintained by using the Insert measure function of RPAS. Hidden measures may also be added to the template during configuration.

Table 8-12 Hidden Measures: Measures: SRP Exception Parameters (SKU/Store/Day) View

Measure Label	Description
Acceptable Loss-Store	Acceptable Loss represents the percentage of a case that is acceptable to lose from spoilage in order to prevent stock outs. While Acceptable Loss is the value maintained in the database, you can change either Acceptable Loss or Spoilage Threshold. If you edit Acceptable Loss, Spoilage Threshold is unavailable for update and Spoilage Threshold is calculated as 1 minus Acceptable Loss. Valid values are zero (0) through one (1). Special Values: -1 (Use Previous) -2 (Use Default) Example: To accept a loss from spoilage at 10%, then in Acceptable Loss, enter: .10.
Minimum Presentation Stock-Store	The Store Minimum Presentation Stock indicates the minimum presentation quantity to be used in the calculation of store presentation stock. Any value greater than or equal to zero (0) is acceptable.
Presentation Stock Override Flag-Store	The Store Presentation Stock Override Flag is used when calculating the Store Presentation Stock to indicate whether the override quantity should be used. When the Store Global Default Presentation Stock Override Flag is turned on (True), the override quantity should be used
Presentation Stock Override Quantity-Store	The Store Presentation Stock Override Quantity is the value used when calculating Store Presentation Stock if the override flag is turned on (True).
Spoilage Threshold-Store	Spoilage threshold is used as a pack rounding constraint. While Acceptable Loss is the value maintained in the database, you can change either Acceptable Loss or Spoilage Threshold. If you edit Default Spoilage Threshold, Acceptable Loss is unavailable for update and Acceptable Loss is calculated as 1 minus Spoilage Threshold. Valid values are zero (0) through one (1). Special Values: -1 (Use Previous) -2 (Use Default) Example: To round a pack up if the spoilage threshold is greater than 90%; then in the Spoilage Threshold, enter: .9.
Weekly Base Sales Forecast %-Store	The Store Weekly Base Sales Forecast indicates what percentage of the Weekly Base Sales Forecast should be used in the calculation of store presentation stock. Values between zero (0) and one (1) (inclusive) are valid. Zero (0) indicates that 0% of the forecast should be used and 1 indicates that 100% of the forecast should be used.

SRP Exception Parameters (SKU) View

This view contains exception level parameter values at the SKU level.

Figure 8-8 SRP Exception Parameters (SKU) View

Table 8-13 lists the measures in this view.

Table 8-13 Measures: SRP Exception Parameters (SKU) View

Measure Label	Description
Reconciliation Method	The Reconciliation Method is used to determine if reconciliation occurs on a day by day basis or over time. You select the Roll Weeks value from the following options: Day-on-Day Reconcile Over Time Example: Selecting Day-on-Day causes reconciliation from the source warehouse or supplier to occur for each day in the planning horizon. Day-on-Day reconciliation ships the inventory out to the store or warehouse destination quickly, considering only those destination stores or warehouses where a shipment today would arrive on the Available to Plan (ATP) day. While this method may ship the inventory sooner than the Reconcile Over Time method, stores or warehouses with ATP days later in the review period may receive less inventory than those with ATP days earlier in the review period. Selecting Reconcile Over Time causes reconciliation from the source warehouse or supplier to occur over each review period in the planning horizon. Reconcile Over Time allocation may cause some inventory to be retained at the source warehouse or supplier for shipment later in the review period. While this method may not ship the inventory as quickly as the Day-on-Day method, all ATP days within the review period for all stores and warehouses are considered equally in the inventory allocation.
Use Inventory Aging Flag-Store	The Store Inventory Aging Flag indicates whether the Store Inventory Aging Limit is used in the expected spoilage calculation. Valid values are True or False.

Measure Label

Description

Reconciliation Method

The Reconciliation Method is used to determine if reconciliation occurs on a day by day basis or over time.

You select the Roll Weeks value from the following options:

Day-on-Day
Reconcile Over Time

Example: Selecting Day-on-Day causes reconciliation from the source warehouse or supplier to occur for each day in the planning horizon. Day-on-Day reconciliation ships the inventory out to the store or warehouse destination quickly, considering only those destination stores or warehouses where a shipment today would arrive on the Available to Plan (ATP) day. While this method may ship the inventory sooner than the Reconcile Over Time method, stores or warehouses with ATP days later in the review period may receive less inventory than those with ATP days earlier in the review period.

Selecting Reconcile Over Time causes reconciliation from the source warehouse or supplier to occur over each review period in the planning horizon. Reconcile Over Time allocation may cause some inventory to be retained at the source warehouse or supplier for shipment later in the review period. While this method may not ship the inventory as quickly as the Day-on-Day method, all ATP days within the review period for all stores and warehouses are considered equally in the inventory allocation.

Use Inventory Aging Flag-Store

The Store Inventory Aging Flag indicates whether the Store Inventory Aging Limit is used in the expected spoilage calculation.

Valid values are True or False.

SRP Exception Parameters (SKU/Store) View

This view contains exception level parameter values at the SKU/Store level. This view contains both:

Writeable Measures
Hidden Measures

Figure 8-9 SRP Exception Parameters (SKU/Store) View

Writeable Measures

The SRP Exception Parameters (SKU/Store) view contains writeable measures (unless otherwise noted) at the (SKU/Store) level. Table 8-14 lists the measures in this view that appear automatically when using the default template.

Table 8-14 Measures: SRP Exception Parameters (SKU/Store) View

Measure Label	Description
End Date Range-Store	The End Date Range parameter allows you to select the date that should be used as the ending point for determining the historical sales data used by the Sales Week Range and Factor AWS replenishment methods. A pop-up calendar can be used to select the desired end date. Select a date less than or equal to the current date.
Start Date Range-Store	The Start Date Range parameter allows you to select the date that should be used as the starting point for determining the historical sales data used by the Sales Week Range and Factor AWS replenishment methods. A pop-up calendar can be used to select the desired start date. Select a date less than or equal to the current date.
Inventory Boundaries as Aesthetic Min-Store	The Inventory Boundaries as Aesthetic Min parameter is a boolean measure. It is used in inventory boundary calculation of RUTL for Hybrid, Poisson, Dynamic, Loaded SS Dynamic and No Safety Stock. Initial value is False. When False, demand is added to boundary stock. When True, presentation stock levels are a minimum for RUTL.

Measure Label

Description

End Date Range-Store

The End Date Range parameter allows you to select the date that should be used as the ending point for determining the historical sales data used by the Sales Week Range and Factor AWS replenishment methods.

A pop-up calendar can be used to select the desired end date. Select a date less than or equal to the current date.

Start Date Range-Store

The Start Date Range parameter allows you to select the date that should be used as the starting point for determining the historical sales data used by the Sales Week Range and Factor AWS replenishment methods.

A pop-up calendar can be used to select the desired start date. Select a date less than or equal to the current date.

Inventory Boundaries as Aesthetic Min-Store

The Inventory Boundaries as Aesthetic Min parameter is a boolean measure. It is used in inventory boundary calculation of RUTL for Hybrid, Poisson, Dynamic, Loaded SS Dynamic and No Safety Stock. Initial value is False.

When False, demand is added to boundary stock. When True, presentation stock levels are a minimum for RUTL.

Hidden Measures

Table 8-15 lists the measures in this view that are hidden when using the default template. They can be displayed and maintained by using the Insert measure function of RPAS. Hidden measures may also be added to the template during configuration.

Table 8-15 Measures: SRP Exception Parameters (SKU/Store) Worksheet

Measure Label	Description
Freshness Flag-Store	The Freshness Flag is only used when the Inventory Aging Limit is set (indicating the SKU has a product life). When the Freshness Flag is True, SRP ensures that a store replenishment plan is generated for at least the Customer Orders over Review Time (CORT) regardless of the inventory position.
Supplier Compliance Safety Stock-Store	The Supplier Compliance Safety Stock parameter represents a number of days of supply additional Safety Stock to deal with supplier and supply chain compliance issues. The days covered begins with the latest of Review Time or Inventory Selling Days. The calculated Supplier Compliance Safety Stock Units is added on to the Safety Stock. Any positive number, including zero, is valid. Example: To add an addition seven days of supply; then in the Supplier Compliance Safety Stock, enter: 7.

Measure Label

Description

Freshness Flag-Store

The Freshness Flag is only used when the Inventory Aging Limit is set (indicating the SKU has a product life). When the Freshness Flag is True, SRP ensures that a store replenishment plan is generated for at least the Customer Orders over Review Time (CORT) regardless of the inventory position.

Supplier Compliance Safety Stock-Store

The Supplier Compliance Safety Stock parameter represents a number of days of supply additional Safety Stock to deal with supplier and supply chain compliance issues. The days covered begins with the latest of Review Time or Inventory Selling Days. The calculated Supplier Compliance Safety Stock Units is added on to the Safety Stock.

Any positive number, including zero, is valid.

Example: To add an addition seven days of supply; then in the Supplier Compliance Safety Stock, enter: 7.

SRP Exception Parameters (SKU/Store/Week) View

This view contains exception level parameter values at the SKU/Store/Week level.

Figure 8-10 SRP Exception Parameters (SKU/Store/Week) View

Surrounding text describes Figure 8-10 .

Table 8-16 lists the measures in this view.

Table 8-16 Measures: SRP Exception Parameters (SKU/Store/Week) View

Measure Label	Description
Roll Weeks-Store	The Roll Weeks parameter indicates whether SRP logic should automatically roll the start and end date range settings forward one week or not. Roll weeks is used in the Factor AWS and Sales Week Range Replenishment Methods. You select the Roll Weeks value from the following options: Yes No Default Example: Selecting Yes causes the start and end date to roll forward one week, allowing you to keep the weekly historical sales at the same relative distance in the past. Selecting No does not move the start and end date forward allowing you to use the same weekly historical sales as the system moves forward in time.

Measure Label

Description

Roll Weeks-Store

The Roll Weeks parameter indicates whether SRP logic should automatically roll the start and end date range settings forward one week or not. Roll weeks is used in the Factor AWS and Sales Week Range Replenishment Methods.

You select the Roll Weeks value from the following options:

Yes
No
Default

Example: Selecting Yes causes the start and end date to roll forward one week, allowing you to keep the weekly historical sales at the same relative distance in the past. Selecting No does not move the start and end date forward allowing you to use the same weekly historical sales as the system moves forward in time.

Warehouse Parameter Exceptions Task

This task allows you to manage exception level parameters used in the Warehouse Replenishment Process. These exceptions are used to override default parameters.

Use the WRP Maintenance workbook to perform the step for this task. See To build this workbook, see "WRP Maintenance Workbook".

This step helps you achieve this task:

Set Exceptions Step (Warehouse)

This step contains views that is used to manage exception level parameters used in the Warehouse Replenishment Process. These exceptions are used to override default parameters.

The available views are:

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

WRP Exception Parameters (SKU Pack Size/Destination) View

This view permits maintenance of replenishment-related exceptions at the SKU Pack Size /Destination Stocking Point level.

Figure 8-11 WRP Exception Parameters (SKU Pack Size/Destination) View

Surrounding text describes Figure 8-11 .

Table 8-17 lists the measures in this view.

Table 8-17 Measures: WRP Exception Parameters (SKU Pack Size/Destination) View

Measure Label	Explanation
Warehouse Stop Receiving Date	If specified, this indicates the date on and after which no receipts can take place at the warehouse. The receipt plan is zero on and after this date. A pop-up calendar can be used to select the desired date. Any date after today is valid.

Measure Label

Explanation

Warehouse Stop Receiving Date

If specified, this indicates the date on and after which no receipts can take place at the warehouse. The receipt plan is zero on and after this date.

A pop-up calendar can be used to select the desired date.

Any date after today is valid.

WRP Exception Parameters (SKU/Destination) View

This view permits maintenance of replenishment-related exceptions at the SKU/Destination Stocking Point level.

Figure 8-12 WRP Exception Parameters (SKU/Destination) View

Surrounding text describes Figure 8-12 .

Table 8-18 lists the measures in this view.

Table 8-18 Measures: WRP Exception Parameters (SKU/Destination) View

Measure Label	Explanation
Warehouse End Date Range Exception	This End date dictates the end of the time period used to establish demand in the Sales Week Range and Factor AWS Replenishment methods. A pop-up calendar can be used to select the desired end date. Any date prior to the current day is valid.
Warehouse Start Date Range Exception	This Start date dictates the beginning of the time period used to establish demand in the Sales Week Range and Factor AWS Replenishment methods. A pop-up calendar can be used to select the desired start date. Any date prior to the current day is valid.

Measure Label

Explanation

Warehouse End Date Range Exception

This End date dictates the end of the time period used to establish demand in the Sales Week Range and Factor AWS Replenishment methods.

A pop-up calendar can be used to select the desired end date.

Any date prior to the current day is valid.

Warehouse Start Date Range Exception

This Start date dictates the beginning of the time period used to establish demand in the Sales Week Range and Factor AWS Replenishment methods.

A pop-up calendar can be used to select the desired start date.

Any date prior to the current day is valid.

WRP Exception Parameters (SKU/Destination/Day) View

This view permits maintenance of replenishment-related exceptions at the SKU/Destination Stocking Point/Day level.

Figure 8-13 WRP Exception Parameters (SKU/Destination/Day) View

Surrounding text describes Figure 8-13 .

Table 8-19 lists the measures in this view.

Table 8-19 Measures: WRP Exception Parameters (SKU/Destination/Day) View

Measure Label	Explanation
Hold Back Option Exception	The Hold Back Option indicates whether the hold back quantity should be considered when the batch determines if an order should be generated. Valid values are Include in OH or Exclude from OH. Include in OH means that any user-specified Hold Back quantity should be deducted from the On Hand (Net Inventory) position. Exclude from OH means that the On Hand (Net Inventory) calculation ignores any Hold Back quantity specified by you.
Increment Percent Exception	The Increment Percent acts as a multiplier for minimum and maximum stock that is designed to handle temporary fluctuation in demand for items using Min/Max Replenishment Method. An increment percentage factor can be used to temporarily increase or decrease targeted stocking levels without altering the established MIN and MAX values. Any positive number, including zero, is valid. Example: To use 120% of the Min and Max Stock, enter: 1.2.
Inventory Selling Days Exception	The number of days used to sum the forecasted demand for Dynamic and Hybrid replenishment method calculations. Inventory selling days can be used to ensure a minimum number of days of supply are included in the order. Any positive value is valid. To account for three days of demand, enter 3.
Maximum Safety Stock Days Exception	The Maximum Safety Stock Days parameter is used to specify the maximum number of days of cover to be kept on hand as Safety Stock. If you enter both Max Safety Stock Days and Max Safety Stock Units, the Maximum Safety Stock boundary uses the larger of demand over Max Safety Stock Days and Max Safety Stock Units. Any positive integer, including zero, is valid. Example: To ensure the Maximum Safety Stock contains at least 14 days of supply; then in the Max Safety Stock Days, enter: 14. If Max Safety Stock Units is greater than 14 days of supply, max units would be used as the Maximum Safety Stock, otherwise Maximum Safety Stock would be the number of units required to cover 14 days of demand.
Maximum Safety Stock Units Exception	The Maximum Safety Stock Units parameter is used to specify the maximum amount of inventory (in units) to be kept on hand as Safety Stock. If you enter both Max Safety Stock Days and Max Safety Stock Units, the Maximum Safety Stock boundary uses the larger of demand over Max Safety Stock Days and Max Safety Stock Units. Any positive number, including zero, is valid. Example: To ensure the Maximum Safety Stock contains at least 14 days of supply; then in the Max Safety Stock Days, enter: 14. If Max Safety Stock Units is greater than 14 days of supply, max units would be used as the Maximum Safety Stock, otherwise Maximum Safety Stock would be the number of units required to cover 14 days of demand.
Maximum Stock Exception	Maximum Stock is only used in the Min/Max Replenishment Method. It represents the maximum stock level in units that are desired on hand to satisfy demand. The receipt plan quantity is calculated to bring Net Inventory up to the specified Maximum Stock level. Any positive number, including zero, is valid. Maximum Time Supply Days is only used in the Time Supply Replenishment Method. It represents the maximum stock level in terms of a number of days cover that are desired on hand to satisfy demand. The receipt plan quantity is calculated to bring Net Inventory up to Maximum Time Supply Days of cover. Any positive integer, including zero, is valid. Example: To ensure an order brings the inventory level up to 14 days of supply; then in the Max Time Supply Days, enter: 14.
Maximum Time Supply Days Exception	Maximum Time Supply Days is only used in the Time Supply Replenishment Method. It represents the maximum stock level in terms of a number of days cover that are desired on hand to satisfy demand. The receipt plan quantity is calculated to bring Net Inventory up to Maximum Time Supply Days of cover. Any positive integer, including zero, is valid. Example: To ensure an order brings the inventory level up to 14 days of supply; then in the Max Time Supply Days, enter: 14.
Minimum Acceptable Safety Stock Threshold Exception	This parameter indicates the percentage of Safety Stock that must be protected when rounding the Ideal Receipt Quantity (IRQ) to an order multiple. The IRQ cannot be rounded down if doing so results in less than the specified percentage of Safety Stock being ordered. Any positive number, including zero, is valid. Example: To protect 40% of Safety Stock, enter: 0.4.
Minimum Safety Stock Days Exception	The Minimum Safety Stock Days parameter is used to specify the minimum number of days of cover to be kept on hand as Safety Stock. If you enter both Min Safety Stock Days and Min Safety Stock Units, the Minimum Safety Stock boundary uses the larger of demand over Min Safety Stock Days and Min Safety Stock Units. Any positive integer, including zero, is valid. Example: To ensure the Maximum Safety Stock contains at least seven days of supply; then in the Max Safety Stock Days, enter: 7. If Min Safety Stock Units is greater than seven days of supply, min units would be used as the Minimum Safety Stock, otherwise Minimum Safety Stock would be the number of units required to cover seven days of demand.
Minimum Safety Stock Units Exception	The Minimum Safety Stock Units parameter is used to specify the minimum amount of inventory to be kept on hand as Safety Stock. If you enter both Min Safety Stock Days and Min Safety Stock Units, the Minimum Safety Stock boundary uses the larger of demand over Min Safety Stock Days and Min Safety Stock Units. Any positive number, including zero, is valid. Example: To ensure the Maximum Safety Stock contains at least seven days of supply; then in the Max Safety Stock Days, enter: 7. If Min Safety Stock Units is greater than seven days of supply, min units would be used as the Minimum Safety Stock, otherwise Minimum Safety Stock would be the number of units required to cover seven days of demand.
Minimum Stock Exception	Minimum Stock is only used in the Min/Max Replenishment Method. It represents the minimum stock level in units that are desired on hand to satisfy demand. Min Stock is used in determining the inventory level at which a replenishment is triggered. Any positive number, including zero, is valid.
Minimum Time Supply Days Exception	Minimum Time Supply Days is only used in the Time Supply Replenishment Method. It represents minimum stock level in terms of number of days cover that are desired on hand to satisfy demand. Min Time Supply Days of cover is used in both Safety Stock and RP calculations.
Replenishment Method Exception	The choice of Replenishment Method determines the type of calculations that are used in generating a warehouse replenishment plan. Blank indicates the system preset value of No Replenishment. You select the Replenishment Method from the following options: Min/Max Time Supply Dynamic Hybrid No Replenishment No Safety Stock Sales Week Range Factor AWS Loaded SS Dynamic Factor ARS The default method is No Replenishment.
Round Up Threshold Exception	The Rounding Threshold represents the percentage of the last order multiple above which the Ideal Replenishment Quantity is rounded up and below which it is rounded down. Valid values are zero (0) through one (1). Example: To round up when the remaining part of the IRQ is more than 25 percent of an order multiple; then in the Rounding Threshold, enter: 0.25.
Service Level Exception	Service Level is used in the Safety Stock calculations for the Dynamic Replenishment method. It is defined as the percentage of unit demand that should be met by inventory. Valid values are zero (0) through one (1). Example: To carry enough Safety Stock to maintain a 90% customer service level, enter: 0.90.
Time Supply Horizon Exception	The Time Supply Horizon parameter is only used in the Time Supply Replenishment method. If a time supply horizon is specified, the rate of sale is used instead of the actual forecast when calculating demand over the time supply days for inventory target level calculations. Any positive integer is valid. Example: To calculate a Rate of Sale (ROS) over a one week period; then in the Time Supply Horizon, enter: 7. The ROS is then calculated by summing the forecasted sales over the seven days and dividing that number by seven.
Warehouse AWS Factor Exception	Used only in the Average Weekly Sales (AWS) Replenishment Method, this factor is multiplied by the AWS to produce target stock levels. Any positive value is valid. Example: To multiple the ARS by a factor of two, enter: 2.
Warehouse Maximum Exception	This represents the Maximum Safety Stock boundary for the Loaded Safety Stock, Sales Week Range, Factor ARS and Factor AWS Replenishment methods. Any positive value is valid. Example: To set a Maximum Safety Stock boundary of six units, enter: 6.
Warehouse Minimum Exception	This represents the Minimum Safety Stock Boundary for the Loaded Safety Stock, Sales Week Range, Factor ARS and Factor AWS Replenishment methods. Any positive value, including zero, is valid. Example: To set a Minimum Safety Stock boundary of two units, enter: 2.

WRP Exception Parameters (SKU/Destination/SStk/Day) View

This view permits maintenance of replenishment-related exceptions at the SKU/Destination/ Stocking Point/Source/Day level.

Figure 8-14 WRP Exception Parameters (SKU/Destination/Sstk/Day) View

Surrounding text describes Figure 8-14 .

Table 8-20 lists the measures in this view.

Table 8-20 Measures: WRP Exception Parameters (SKU/Destination/Sstk/Day) View

Measure Label	Explanation
Temporarily Un-orderable Unit	Temporary Un-orderable is a checkbox used to indicate that a SKU is temporarily unavailable on a specific day form a Source for delivery into the destination. If the checkbox is checked, then no receipt is planned from the source into the destination for the SKU on the day in question.

WRP Exception Parameters (SKU/Destination/Week) View

This view permits maintenance of replenishment-related exceptions at the SKU/Destination Stocking Point/Week level.

Figure 8-15 WRP Exception Parameters (SKU/Destination/Week) View

Surrounding text describes Figure 8-15 .

Table 8-21 lists the measures in this view.

Table 8-21 Measures: WRP Exception Parameters (SKU/Destination/Week) View

Measure Label	Explanation
SPQ Commitment Type Exception	The SPQ Commitment Type is used whenever a Supplier Purchase Quantity (SPQ) has been entered for a SKU. The commitment type indicates how the SPQ should be interpreted. The options are Fixed or Capped. Fixed indicates that the user-specified SPQ quantity may not be exceeded, but it must be ordered in its entirety, regardless of whether there is demand for it. Capped indicates that the user-specified SPQ quantity may not be exceeded, but it need not be ordered if it is not required. Blank indicates that the SPQ will be ignored.
Warehouse ARS Factor Exception	Used only in the Average Rate of Sale (ARS) Replenishment Method, this factor is multiplied by the ARS to determine target stock levels. Any positive value is valid. Example: To multiple the ARS by a factor of two, enter: 2.
Warehouse Roll Weeks Exception	This parameter specifically relates to the interpretation of the date range specified by you to establish demand in the Sales Week Range and Factor AWS Replenishment methods. If the parameter is set to False, then the date range specified by you remains static and does not change as the replenishment process progresses through the planning horizon. If the parameter is set to True, then the date range is migrated forward a week for each new week encountered in the planning horizon. Valid values are zero for False and one for True.

Measure Label

Explanation

SPQ Commitment Type Exception

Fixed indicates that the user-specified SPQ quantity may not be exceeded, but it must be ordered in its entirety, regardless of whether there is demand for it.

Capped indicates that the user-specified SPQ quantity may not be exceeded, but it need not be ordered if it is not required. Blank indicates that the SPQ will be ignored.

Warehouse ARS Factor Exception

Used only in the Average Rate of Sale (ARS) Replenishment Method, this factor is multiplied by the ARS to determine target stock levels.

Any positive value is valid.

Example: To multiple the ARS by a factor of two, enter: 2.

Warehouse Roll Weeks Exception

This parameter specifically relates to the interpretation of the date range specified by you to establish demand in the Sales Week Range and Factor AWS Replenishment methods.

If the parameter is set to False, then the date range specified by you remains static and does not change as the replenishment process progresses through the planning horizon.

If the parameter is set to True, then the date range is migrated forward a week for each new week encountered in the planning horizon.

Valid values are zero for False and one for True.

Warehouse Baseline & Contingency Stock Task

This task consists of a single wizard that is used to perform all maintenance to additional stock. This section addresses the business flows that you take to review and maintain parameters in this wizard.

Run the WRP Additional Stock Maintenance wizard to perform this task. To use this wizard, see "WRP Additional Stock Maintenance Wizard"

Business Process

The WRP Additional Stock Wizard gives you the ability to add or maintain a baseline or contingency entry expressed as a number of days forward cover, an absolute quantity in units or cases, or as a baseline or contingency percent.

Run the wizard as described in WRP Additional Stock Maintenance Wizard.
Complete the WRP Additional Stock Maintenance Wizard selections. The wizard allows you to select update of baseline and contingency stocks.
After you complete the wizard selections, the additional Safety Stock quantities are calculated.

Baseline and Contingency Stock Levels

Baseline and contingency stock can be set at four different levels for all warehouses, or just specific ones. The levels are as follows:

Profile — baseline or contingency stock is applied to all SKUs within the selected profile.
Department — baseline or contingency stock is applied to all SKUs within the selected department.
Department within profile — baseline or contingency stock is applied only to SKUs within the selected department and profile.
SKU group — baseline or contingency stock is applied to a specific SKU group. This level overrides all other levels.

The preceding levels may intersect, and therefore a SKU Group maybe impacted by multiple baseline and contingency entries.

For baseline stock, where there are multiple entries impacting the same SKU group, the baseline stock for the SKU group is the sum of all baseline stock entries applied to the SKU group. The exception is where baseline stock is set up at the SKU group (override) level. In this instance, the SKU Group level entry is used as the baseline stock. This overrides all other baseline stock entries applied to the SKU group. The override does not get added to the other baseline entries. It replaces them regardless of whether it is larger, smaller, or set to zero.

For contingency stock, if a SKU group belongs to multiple levels, the contingency stock for a SKU group is the largest of all contingency stock entries that apply to the SKU group. If contingency stock is set up at the SKU group (override) level, that entry is used as the contingency stock. This overrides all other contingency stock entries that are applied to the SKU group. The override is not compared to the other contingency entries. It replaces them regardless of whether it is larger, smaller, or set to zero.

At any time, you may manually update baseline or contingency stocks in the Interactive Evaluation Workbook. Any manual updates are treated as overrides to the calculated baseline and contingency stocks.

Presentation Stock Setup Task

This task allows you to analyze the inputs to the Store Presentation Stock calculation. You also have the opportunity to edit the exception level parameter measures.

Use the SRP Presentation Stock Calculations workbook to perform the step for this task. See To build this workbook, see "SRP Presentation Stock Calculations Workbook".

This step helps you achieve this task:

Presentation Stock Setup Step

This step contains views that allow you to view the inputs to the Store Presentation Stock calculation. The available views are:

Store Presentation Stock Calculations (SKU/Store/Day) View

Store Presentation Stock Calculations (SKU/Store/Day) View

This view displays the inputs to the Store Presentation Stock calculation.

Figure 8-16 Store Presentation Stock Calculations (SKU/Store/Day) View

Surrounding text describes Figure 8-16 .

Table 8-22 lists the measures in this view.

Table 8-22 Measures: Store Presentation Stock Calculations (SKU/Store/Day)

Inventory Cap Setup Parameters Task

This task is required to set up the basic Inventory Capping Parameters workbook. This workbook is used to maintain the SKU Capping Flag, Relative Space per Unit, and Department Capacity.

Use the SRP Inventory Capping Parameters workbook to perform the steps for this task. See To build this workbook, see "SRP Inventory Capping Parameters Workbook"

These steps help you achieve this task:

Product Parameters Step
Location Parameters Step

Product Parameters Step

This step contains a view that allow you to maintain the SKU Capping Flag, and Relative Space per Unit.

The available views are:

Inventory Capping Parameters (SKU) View
Inventory Capping Parameters (SKU/Store) View
Inventory Capping Parameters (Sub-class) View

Inventory Capping Parameters (SKU) View

This view allows maintenance of parameters that are relative to the SKU, specifically a capping flag indicating whether or not a SKU is capped, and the relative space per unit measure indicating the relative size of the space the SKU occupies.

Figure 8-17 Inventory Capping Parameters (SKU) View

Surrounding text describes Figure 8-17 .

Table 8-23 lists the measures in this view.

Table 8-23 Measures: Inventory Capping Parameters (SKU) View

Measure Label	Description
Default Capping Flag	The Capping Flag entered at the SKU level acts as a default value. The default will be used for the SKUs that have not been updated with an override. If the Capping Flag for a SKU is Yes (capped), the item has SKU Caps applied at the store when calculating the SRP replenishment plan. SKUs with a Capping Flag of Yes when the SRP Inventory Capping Management workbook is opened are automatically included in the workbook build. If the Capping Flag for a SKU is No (not capped), caps are not calculated for the SKU and a normal replenishment plan is calculated for this item, with no inventory capping logic applied. The value at the SKU level is always used and only SKU level settings are considered during cap calculations and replenishment plan calculations.
Relative Space per Unit	Relative Space per Unit represents the relative amount of space one unit of the SKU occupies. For example, a washer = 1, a refrigerator =2, and so on. The value at the SKU level is always used and only SKU level settings are used in the cap calculations. Relative Space per Unit is a real measure and must be greater than zero.

Measure Label

Description

Default Capping Flag

The Capping Flag entered at the SKU level acts as a default value. The default will be used for the SKUs that have not been updated with an override.

If the Capping Flag for a SKU is Yes (capped), the item has SKU Caps applied at the store when calculating the SRP replenishment plan. SKUs with a Capping Flag of Yes when the SRP Inventory Capping Management workbook is opened are automatically included in the workbook build.

If the Capping Flag for a SKU is No (not capped), caps are not calculated for the SKU and a normal replenishment plan is calculated for this item, with no inventory capping logic applied.

The value at the SKU level is always used and only SKU level settings are considered during cap calculations and replenishment plan calculations.

Relative Space per Unit

Relative Space per Unit represents the relative amount of space one unit of the SKU occupies. For example, a washer = 1, a refrigerator =2, and so on.

The value at the SKU level is always used and only SKU level settings are used in the cap calculations.

Relative Space per Unit is a real measure and must be greater than zero.

Inventory Capping Parameters (SKU/Store) View

This view allows maintenance of parameters that are relative to the SKU/store, specifically a capping flag indicating whether or not a SKU/store is capped.

Figure 8-18 Inventory Capping (SKU/Store) View

Surrounding text describes Figure 8-18 .

Table 8-24 lists the measure in this view.

Table 8-24 Measures: Inventory Capping (SKU/Store) View

Measure Label	Description
Capping Flag (expanded)	This represents the combined (expanded) version of the Subclass level, SKU level, and SKU/store level Capping Flag settings, where the SKU/Store level setting is the exception, SKU level setting is the default and the Subclass level is the Global Default. The Capping Flag is used to determine if inventory caps apply to subclasses, SKUs and SKUs/stores. Valid values are: Y (Capped) N (Not Capped) Not Set Capping Flag is display only on this worksheet. Measure Access: Read Default Display: Visible

Measure Label

Description

Capping Flag (expanded)

This represents the combined (expanded) version of the Subclass level, SKU level, and SKU/store level Capping Flag settings, where the SKU/Store level setting is the exception, SKU level setting is the default and the Subclass level is the Global Default. The Capping Flag is used to determine if inventory caps apply to subclasses, SKUs and SKUs/stores. Valid values are:

Y (Capped)
N (Not Capped)
Not Set

Capping Flag is display only on this worksheet.

Measure Access: Read

Default Display: Visible

Inventory Capping Parameters (Sub-class) View

This view allows maintenance of parameters at the Sub-class level that are relative to the SKU, specifically a capping flag indicating whether or not a SKU is capped, and the relative space per unit measure indicating the relative size of the space the SKU occupies.

Figure 8-19 Inventory Capping Parameters (Sub-class) View

Surrounding text describes Figure 8-19 .

Table 8-25 lists the measures in this view.

Table 8-25 Measures: Inventory Capping Parameters (Sub-class) View

Measure Label	Description
Global Default Capping Flag	The Capping Flag is used to determine if inventory caps apply to Sub-classes and SKUs. Valid values are Yes (capped), or No (not capped). The Capping Flag entered at the Sub-class level acts as a global default value. The global default is used for all SKUs in the Sub-class that have not been updated with an override. In other words, if a Sub-class has a capping flag value of Yes (capped), all SKUs in that subclass have a value of Yes unless you change a specific SKU or SKU/store to No. Once that SKU has been overridden, the lower level capping flag becomes a hard value. Thus, when a reclassification occurs, the hard value at the SKU or SKU/store level is retained. This means changing a capping flag at the Sub-class level does not change the capping flag for SKUs with overrides in that Sub-class. SKUs without overrides use the new Sub-class values. The Capping Flag defaults to Not Set. The behavior of Not Set is the same as No.
Default Relative Space per Unit	Relative Space per Unit represents the relative amount of space one unit of the SKU occupies. For example, a washer = 1, a refrigerator =2, and so on. This measure is manually entered in the Inventory Capping Parameters View at either the Sub-class or SKU level. This measure is used when recommending SKU Caps. The Relative Space per Unit entered at the Sub-class level acts as a default value. The default is used for all SKUs in the Sub-class that have not been updated with an override. In other words, if a Sub-class has a Relative Space per Unit value of 1, all SKUs in that department has a value of 1 unless you change a specific SKU. Once that SKU has been overridden, the SKU level Relative Space per Unit becomes a hard value. Therefore, when a reclassification occurs, the hard value at the SKU level is retained. This means changing a relative space at the Sub-class level does not change the relative space for SKUs with overrides in that Sub-class. SKUs without overrides use the new Sub-class values. Relative Space per Unit is a real measure and must be greater than zero.

Measure Label

Description

Global Default Capping Flag

The Capping Flag is used to determine if inventory caps apply to Sub-classes and SKUs. Valid values are Yes (capped), or No (not capped).

The Capping Flag entered at the Sub-class level acts as a global default value. The global default is used for all SKUs in the Sub-class that have not been updated with an override. In other words, if a Sub-class has a capping flag value of Yes (capped), all SKUs in that subclass have a value of Yes unless you change a specific SKU or SKU/store to No. Once that SKU has been overridden, the lower level capping flag becomes a hard value. Thus, when a reclassification occurs, the hard value at the SKU or SKU/store level is retained. This means changing a capping flag at the Sub-class level does not change the capping flag for SKUs with overrides in that Sub-class. SKUs without overrides use the new Sub-class values.

The Capping Flag defaults to Not Set. The behavior of Not Set is the same as No.

Default Relative Space per Unit

Relative Space per Unit represents the relative amount of space one unit of the SKU occupies. For example, a washer = 1, a refrigerator =2, and so on. This measure is manually entered in the Inventory Capping Parameters View at either the Sub-class or SKU level. This measure is used when recommending SKU Caps.

The Relative Space per Unit entered at the Sub-class level acts as a default value. The default is used for all SKUs in the Sub-class that have not been updated with an override. In other words, if a Sub-class has a Relative Space per Unit value of 1, all SKUs in that department has a value of 1 unless you change a specific SKU. Once that SKU has been overridden, the SKU level Relative Space per Unit becomes a hard value. Therefore, when a reclassification occurs, the hard value at the SKU level is retained. This means changing a relative space at the Sub-class level does not change the relative space for SKUs with overrides in that Sub-class. SKUs without overrides use the new Sub-class values.

Relative Space per Unit is a real measure and must be greater than zero.

Location Parameters Step

This step contains a view that allow you to maintain the Department Capacity.

The available view is:

Department Capacity View

Department Capacity View

This view allows maintenance of the Department Capacity at a store, indicating the amount of space allocated to this department for a store.

Figure 8-20 Department Capacity View

Surrounding text describes Figure 8-20 .

Table 8-26 lists the measures in this view.

Table 8-26 Measures: Department Capacity View

Measure Label	Description
Active Department Capacity	The Active Department Capacity represents the sum of all Active SKU Caps (space) for this department. Active SKU Caps (space) are calculated as the Active SKU Caps (units) multiplied by the corresponding Relative Space per Unit.(Read only)
Department Capacity	The Department Capacity is a time-phased measure representing the capacity in a store for this department. Department Capacity is manually maintained by you on this view as space values. The Department Capacity is required to generate calculated caps. The size of a space value is determined by the client and should be consistent within each department. SKUs are given a relative space per unit, indicating how much space is required to display an item relative to other items within the department. The Department Capacity is entered on the day it becomes effective. That capacity remains in effect until the date a new capacity is entered. Example: If you enter a department capacity of 6 on January 19, 2012, and a department capacity of 5 on January 23, 2012, department capacity used in calculations (Expanded Department Capacity) would be 6 from January 19th through January 22nd, and 5 from January 23rd through the end of the workbook.
Department Capacity (Expanded)	The Expanded Department Capacity displays the actual values that are used in the SKU Cap calculations across time in the workbook based on the values entered in the Department Capacity measure. The Expanded Department Capacity is calculated in the workbook and cannot be updated by you. (Read only)

Measure Label

Description

Active Department Capacity

The Active Department Capacity represents the sum of all Active SKU Caps (space) for this department. Active SKU Caps (space) are calculated as the Active SKU Caps (units) multiplied by the corresponding Relative Space per Unit.(Read only)

Department Capacity

The Department Capacity is a time-phased measure representing the capacity in a store for this department. Department Capacity is manually maintained by you on this view as space values. The Department Capacity is required to generate calculated caps. The size of a space value is determined by the client and should be consistent within each department. SKUs are given a relative space per unit, indicating how much space is required to display an item relative to other items within the department.

The Department Capacity is entered on the day it becomes effective. That capacity remains in effect until the date a new capacity is entered.

Example:

If you enter a department capacity of 6 on January 19, 2012, and a department capacity of 5 on January 23, 2012, department capacity used in calculations (Expanded Department Capacity) would be 6 from January 19th through January 22nd, and 5 from January 23rd through the end of the workbook.

Department Capacity (Expanded)

The Expanded Department Capacity displays the actual values that are used in the SKU Cap calculations across time in the workbook based on the values entered in the Department Capacity measure. The Expanded Department Capacity is calculated in the workbook and cannot be updated by you.

(Read only)

Maintain Inventory Capping Values Task

This task is required to view and maintain SKU Caps.

Use the SRP Inventory Capping Parameter workbook to perform the steps for this task. See To build this workbook, see "SRP Inventory Capping Parameters Workbook"

This step help you achieve this task:

Set Capping Values Step

Set Capping Values Step

This step contains views used to manage SKU Caps.

The available views are:

Inventory Caps (Dept/Store/Day) View
Inventory Caps (SKU) View
Inventory Capping Parameters (SKU/Store) View
Inventory Caps (SKU/Store/Day) View

Inventory Caps (Dept/Store/Day) View

This view displays department capacity information.

Figure 8-21 Inventory Caps (Dept/Store/Day) View

Surrounding text describes Figure 8-21 .

Table 8-27 lists the measures in this view.

Table 8-27 Measures: Inventory Caps (Dept/Store/Day) View

Measure Label	Description
Department Capacity (Expanded)	The Department Capacity (Expanded) represents the capacity in a store for this department.
Department Capacity Status	Department Capacity Status displays the error message: The Department Capacity has been exceeded. The status is maintained by the system and is display only.
What-if Department Cap	The What-if Department Cap represents the sum of all What-if SKU Caps (Space) for this department. What-if SKU Caps (Space) are calculated as the What-if SKU Caps (Units) multiplied by the corresponding Relative Space per Unit.

Measure Label

Description

Department Capacity (Expanded)

The Department Capacity (Expanded) represents the capacity in a store for this department.

Department Capacity Status

Department Capacity Status displays the error message: The Department Capacity has been exceeded.

The status is maintained by the system and is display only.

What-if Department Cap

The What-if Department Cap represents the sum of all What-if SKU Caps (Space) for this department. What-if SKU Caps (Space) are calculated as the What-if SKU Caps (Units) multiplied by the corresponding Relative Space per Unit.

Inventory Caps (SKU) View

This view is a display only view containing the SKU level measures used to assist you in cap management.

Figure 8-22 Inventory Caps (SKU) View

Surrounding text describes Figure 8-22 .

Table 8-28 lists the measures in this view.

Table 8-28 Measures: Inventory Caps (SKU) View

Measure Label	Description
Capping Flag (Expanded)	The expanded Capping Flag represents the combined version of the Sub-class level and SKU level Capping Flag settings, where the SKU level setting is the exception while the Sub-class level is the Default. The Capping Flag is used to determine if inventory caps apply to Sub-classes and SKUs. Valid values are: Yes (capped), No (not capped), or Not Set.
Relative Space per Unit (Expanded)	The expanded Relative Space per Unit represents the combined version of the Sub-class level and SKU level Relative Space Per Unit settings, where the SKU level setting is the exception while the Sub-class level is the Default. Relative Space per Unit represents the relative amount of space one unit of the SKU occupies. For example, a washer = 1, a refrigerator =2, and so on. Relative Space per Unit is display only on this view.
Relative Space per Unit Status	Relative Space per Unit Status is used to display the error message: The Relative Space per Unit equals zero. The status is maintained by the system and is display only.

Measure Label

Description

Capping Flag (Expanded)

The expanded Capping Flag represents the combined version of the Sub-class level and SKU level Capping Flag settings, where the SKU level setting is the exception while the Sub-class level is the Default. The Capping Flag is used to determine if inventory caps apply to Sub-classes and SKUs.

Valid values are: Yes (capped), No (not capped), or Not Set.

Relative Space per Unit (Expanded)

The expanded Relative Space per Unit represents the combined version of the Sub-class level and SKU level Relative Space Per Unit settings, where the SKU level setting is the exception while the Sub-class level is the Default. Relative Space per Unit represents the relative amount of space one unit of the SKU occupies. For example, a washer = 1, a refrigerator =2, and so on.

Relative Space per Unit is display only on this view.

Relative Space per Unit Status

Relative Space per Unit Status is used to display the error message: The Relative Space per Unit equals zero.

The status is maintained by the system and is display only.

Inventory Caps (SKU/Store) View

This view is a display only view containing the SKU /Store level measures used to assist you in cap management.

Figure 8-23 Inventory Caps (SKU/Store) View

Surrounding text describes Figure 8-23 .

Table 8-29 lists the measure in this view.

Table 8-29 Measures: Inventory Caps (SKU/Store) View

Measure Label	Description
Capping Flag (expanded)	This represents the combined (expanded) version of the Subclass level, SKU level, and SKU/store level Capping Flag settings, where the SKU/Store level setting is the exception, SKU level setting is the default and the Subclass level is the Global Default. The Capping Flag is used to determine if inventory caps apply to subclasses, SKUs and SKU/stores. Valid values are: Y (Capped) N (Not Capped) Not Set Capping Flag is display only on this worksheet. Measure Access: Read Default Display: Visible

Measure Label

Description

Capping Flag (expanded)

Y (Capped)
N (Not Capped)
Not Set

Capping Flag is display only on this worksheet.

Measure Access: Read

Default Display: Visible

Inventory Caps (SKU/Store/Day) View

This view (Figure 8-24) is used to manage SKU Caps by entering and accepting SKU Cap freezes, or accepting Active SKU Caps, Working SKU Caps or System SKU Caps.

Once the department capacity and basic SKU Cap parameters are set, you can review and modify SKU Caps using current information. The Inventory Caps view provides you with related information to assist in analyzing the SKU Cap data, such as forecast summed over the inventory capping forecast days and projected inventory. Department Capacity, SKU Capping Flag, and Relative Space per Unit are also available to be viewed in their respective views while working in the SKU Caps view.

Four views of the SKU caps are available to assist in your analysis:

The Active SKU Cap is displayed, showing the values last committed in the workbook.
The System SKU Caps displayed represent the SKU caps recommended by the system based on the inventory cap forecast and department capacity. The system caps are calculated each time the workbook is opened, giving you a view of the caps using the latest forecast information. You can enter freeze values for a SKU Cap to lock the cap at the value entered.
The Working SKU Caps displayed represents the recommended SKU caps with the effects of any SKU cap freezes. The working caps are calculated each time the workbook is opened, using any committed freezes and the latest forecast data.
The What-if SKU Caps display the cap values with the active, system, or working caps applied based on the cap type.

You can enter freeze values for a SKU Cap to lock the cap at the value entered.

Figure 8-24 Inventory Caps (SKU/Store/Day) View

Surrounding text describes Figure 8-24 .

Table 8-30 lists the measures in this view.

Table 8-30 Measures: Inventory Caps (SKU/Store/Day) View

Measure Label	Description
Store Ordering Pack-size	This value represents the ordering pack-size for this store. This measure can be used to help define the Relative Space per Unit and Freeze values.(Read only)
Projected Inventory - Store	The Projected Inventory displays the original projected inventory from the last batch run. This measure is not used in any cap calculations.
Active SKU Cap (Units) (Expanded)	The Active SKU Cap (Units) represents the SKU Cap value in units that is currently being used in store replenishment plan calculations. During replenishment calculations, this is the maximum boundary for inventory at the store. This measure is read from the database and expanded across time through the end of the workbook during the workbook build. This is a display only measure and is populated with the What-if SKU Caps when Apply SKU Caps custom menu button is selected. Additionally, this measure is only updated in the database when the caps have been applied and committed. (Read only)
Cap Type	The Cap Type is used to determine which caps are used as the Active SKU Caps. The valid values for Cap Type are: Accept Active Cap: If Cap Type is Accept Active Cap, the value in the active cap becomes the What-if Cap for that SKU. Accept System Cap: If Cap Type is Accept System Cap, the value in the system cap (not accounting for freezes) becomes the What-if Cap for that SKU. Accept Working Cap: If Cap Type is Accept Working Cap the value in the working cap (system cap with freezes factored in) becomes the What-if Cap for that SKU. Accept Previous What-if: The default value for the Cap Type is Accept Previous What-if. If Cap Type is Accept What-if Previous, the value in the What-if cap becomes the previous day's What-if Cap for that SKU. Since Cap Type is time-phased, Accept What-if Previous is necessary to preserve the What-if SKU Cap values selected. For example, if you select Accept System and calculates, the What-if SKU Cap equals the system calculated caps on that day. If the default Cap Type was Accept Active, the What-if Caps for the subsequent days in the workbook would be equal to the Active Caps. If the Cap Type was Accept System for the remaining days, the What-if would equal to the System Caps calculated on each subsequent day. Having Accept What-if Previous as the default, the What-if SKU Caps only change if Cap Type is changed by you. Previous What-if is equal to the Active Cap upon opening the workbook.
Inventory Cap Forecast	The Inventory Cap Forecast represents the forecast used in calculating the System SKU caps. Inventory Cap Forecast is calculated as the current forecasted demand summed over the Inventory Capping Forecast Days. Inventory Cap Forecast is used in the calculation of the system recommended SKU caps. The SKU's forecast is compared to the department's forecast to determine the portion of department capacity to be allocated to this SKU. Example: On the same day, in the same workbook with the Inventory Capping Forecast Days set to 7. The inventory cap forecast on 1/1/12 is the sum of forecasts starting on 1/1/12 up to and including the forecast on 1/7/12. The inventory cap forecast on 3/1/12 is the sum of forecasts starting on 3/1/12 up to and including the forecast on 3/7/12. (Read only)
SKU Cap Freeze (Units)	The SKU Cap Freeze (Units) measure that allows you to override and freeze existing SKU Caps (Units) for Working SKU Cap calculations. Freezes can be used for various reasons, such as when a product is unavailable, to free up space for other products, or in situations when more space is needed for promotions or seasonal items. A SKU Cap Freeze essentially locks the cap at the value entered by you. When a freeze is entered and Calculate selected, the Working SKU Caps are recalculated, distributing the remaining space across SKUs without freeze values. The freeze must be an integer greater than or equal to zero. Zero is a valid freeze value, indicating that no space is allocated for this SKU. If the freeze value entered by you is greater than zero, it must have a minimum value equal to the SKU Pack-size. If the value is greater than zero and less then the SKU Pack-size, the freeze value remains the same. However, the working cap is rounded up to one pack-size. Example: If you enter a value of 2 (for a pack-size of 4), the value displayed is 2, while the value applied in calculations is 4. The SKU Cap Freeze is entered in the workbook for the date it becomes effective. That freeze remains in effect until the date where a new freeze is entered. To remove a freeze, a -2 is entered for the freeze. Once calculate is selected, the entered freeze value is spread across time in the SKU Cap Freeze (Units) Expanded measure. The SKU Cap Freeze (Units) Expanded value is used in the calculating the Working SKU Caps. Note: A freeze can be committed to the database at any time. The Active SKU Caps is only modified when What-if caps are applied and committed.
SKU Cap Freeze (Units) (Expanded)	The SKU Cap Freeze (Units) (Expanded) represents the SKU Cap Freeze values expanded across time through the end of the workbook.(Read only)
System SKU Caps (Units)	The System SKU Cap (Units) represents the SKU Cap value in units calculated based on the SKU's forecast over Inventory Capping Forecast Days compared to the forecast over the same number of days for all capped SKUs within the department. The System SKU Caps show recommendations based on the latest forecasting data. In general, these caps are the basis for user analysis. Freezes are then made based on your knowledge but not factored into the calculation of the System SKU Cap. (Read only)
What-if SKU Cap (Space)	The What-if SKU Cap (Space) represents the relative space value of the SKU Cap. This is a display only measure calculated as the What-if SKU Cap (Units) * Relative Space per Unit. (Read only)
What-if SKU Cap (Units)	The What-if SKU Cap (Units) represents the SKU Cap value in units with the active, system, or working caps applied based on the cap type. When calculate is selected, the What-if caps are populated with the active, system, or working SKU caps selected (using cap type) and a check is done to see if the caps exceed department capacity. If department capacity is exceeded, a warning message is issued. If all CapTypes for a SKU/Store are Previous What-if, then the What-if = Active for every single day. If even one Cap Type for a SKU/Store is different from Previous What-if then the What-if value would follow the Cap-Type setting. This is a calculated, display only measure not stored on the database. (Read only)
Working SKU Caps (Units)	The Working SKU Cap (Units) represents the SKU Cap value in units calculated based on the SKU's forecast over Inventory Capping Forecast Days for all capped SKUs within the department respecting any SKU Cap Freezes. During the working cap calculation, the freeze values are not changed. All other caps are calculated based on the SKU's Inventory Cap Forecast compared to the Total Inventory Cap Forecast for the department less the forecast for the overridden SKUs. This is a display only measure calculated when the workbook is built or when Calculate is selected, for example, after entering freezes. The Working SKU Caps give you an opportunity to make a change by entering a freeze value, selecting calculate, and reviewing the effect of the freeze on other SKU Caps within the department. (Read only)

Review & Approve Inventory Capping Task

This task is required to manually update the caps selected in the SRP Inventory Capping Management workbook. See "Manually Setting Caps".

Use the SRP Apply Inventory Capping workbook to perform the steps for this task. See To build this workbook, see "SRP Inventory Capping Parameters Workbook".

This step helps you achieve this task:

Review & Approve Caps Step

Review & Approve Caps Step

The available views are:

Inventory Caps (SKU/Store/Day) View
Inventory Caps (SKU) View
Inventory Caps (Department/Store/Day) View
Inventory Capping Parameters (SKU/Store) View

Inventory Caps (SKU/Store/Day) View

This view contains the SKU/Store/Day level measures used to assist you in inventory capping management.

Figure 8-25 Inventory Caps (SKU/Store/Day) View

Surrounding text describes Figure 8-25 .

Table 8-31 lists the measures in this view.

Table 8-31 Measures: Inventory Caps (SKU/Store/Day) View

Measure Label	Description
Projected Inventory - Store	The Projected Inventory displays the original projected inventory from the last batch run. This measure is not used in any cap calculations.
SKU Cap Freeze (Units) (Expanded)	The SKU Cap Freeze (Units) (Expanded) represents the SKU Cap Freeze values expanded across time through the end of the workbook.(Read only)
Store Ordering Pack-size	This value represents the ordering pack-size for this store. This measure can be used to help define the Relative Space per Unit and Freeze values.(Read only)
Active SKU Cap (Units) (Expanded)	The Active SKU Cap (Units) represents the SKU Cap value in units that is currently being used in store replenishment plan calculations. During replenishment calculations, this is the maximum boundary for inventory at the store. This measure is read from the database and expanded across time through the end of the workbook during the workbook build. This is a display only measure and is populated with the What-if SKU Caps when Apply SKU Caps custom menu button is used. Additionally, this measure is only updated in the database when the caps have been applied and committed. (Read only)
Cap Type	The Cap Type is used to determine which caps are used as the Active SKU Caps. The valid values for Cap Type are: Accept Active Cap: If Cap Type is Accept Active Cap, the value in the active cap becomes the What-if Cap for that SKU. Accept System Cap: If Cap Type is Accept System Cap, the value in the system cap (not accounting for freezes) becomes the What-if Cap for that SKU. Accept Working Cap: If Cap Type is Accept Working Cap the value in the working cap (system cap with freezes factored in) becomes the What-if Cap for that SKU. Accept Previous What-if: The default value for the Cap Type is Accept Previous What-if. If Cap Type is Accept What-if Previous, the value in the What-if cap becomes the previous day's What-if Cap for that SKU. Since Cap Type is time-phased, Accept What-if Previous is necessary to preserve the What-if SKU Cap values selected. For example, if you select Accept System and calculates, the What-if SKU Cap equals the system calculated caps on that day. If the default Cap Type was Accept Active, the What-if Caps for the subsequent days in the workbook would be equal to the Active Caps. If the Cap Type was Accept System for the remaining days, the What-if would equal to the System Caps calculated on each subsequent day. Having Accept What-if Previous as the default, the What-if SKU Caps only change if Cap Type is changed by you. Previous What-if is equal to the Active Cap upon opening the workbook.
Inventory Cap Forecast	The Inventory Cap Forecast represents the forecast used in calculating the System SKU caps. Inventory Cap Forecast is calculated as the current forecasted demand summed over the Inventory Capping Forecast Days. Inventory Cap Forecast is used in the calculation of the system recommended SKU caps. The SKU's forecast is compared to the department's forecast to determine the portion of department capacity to be allocated to this SKU. Example: On the same day, in the same workbook with the Inventory Capping Forecast Days set to 7. The inventory cap forecast on 1/1/12 is the sum of forecasts starting on 1/1/12 up to and including the forecast on 1/7/12. The inventory cap forecast on 3/1/12 is the sum of forecasts starting on 3/1/12 up to and including the forecast on 3/7/12. (Read only)
SKU Cap Freeze (Units)	The SKU Cap Freeze (Units) measure that allows you to override and freeze existing SKU Caps (Units) for Working SKU Cap calculations. Freezes can be used for various reasons, such as when a product is unavailable, to free up space for other products, or in situations when more space is needed for promotions or seasonal items. A SKU Cap Freeze essentially locks the cap at the value entered by you. When a freeze is entered and Calculate selected, the Working SKU Caps are recalculated, distributing the remaining space across SKUs without freeze values. The freeze must be an integer greater than or equal to zero. Zero is a valid freeze value, indicating that no space is allocated for this SKU. If the freeze value entered by you is greater than zero, it must have a minimum value equal to the SKU Pack-size. If the value is greater than zero and less then the SKU Pack-size, the freeze value remains the same. However, the working cap is rounded up to one pack-size. Example: If you enter a value of 2 (for a pack-size of 4), the value displayed is 2, while the value applied in calculations is 4. The SKU Cap Freeze is entered in the workbook for the date it becomes effective. That freeze remains in effect until the date where a new freeze is entered. To remove a freeze, a -2 is entered for the freeze. Once calculate is selected, the entered freeze value is spread across time in the SKU Cap Freeze (Units) Expanded measure. The SKU Cap Freeze (Units) Expanded value is used in the calculating the Working SKU Caps. Note: A freeze can be committed to the database at any time. The Active SKU Caps is only modified when What-if caps are applied and committed.
System SKU Caps (Units)	The System SKU Cap (Units) represents the SKU Cap value in units calculated based on the SKU's forecast over Inventory Capping Forecast Days compared to the forecast over the same number of days for all capped SKUs within the department. The System SKU Caps show recommendations based on the latest forecasting data. In general, these caps are the basis for user analysis. Freezes are then made based on your knowledge but not factored into the calculation of the System SKU Cap. (Read only)
What-if SKU Cap (Space)	The What-if SKU Cap (Space) represents the relative space value of the SKU Cap. This is a display only measure calculated as the What-if SKU Cap (Units) * Relative Space per Unit. (Read only)
What-if SKU Cap (Units)	The What-if SKU Cap (Units) represents the SKU Cap value in units with the active, system, or working caps applied based on the cap type. When calculate is selected, the What-if caps are populated with the active, system, or working SKU caps selected (using cap type) and a check is done to see if the caps exceed department capacity. If department capacity is exceeded, a warning message is issued. If all CapTypes for a SKU/Store are Previous What-if, then the What-if = Active for every single day. If even one Cap Type for a SKU/Store is different from Previous What-if then the What-if value would follow the Cap-Type setting. This is a calculated, display only measure not stored on the database. (Read only)
Working SKU Caps (Units)	The Working SKU Cap (Units) represents the SKU Cap value in units calculated based on the SKU's forecast over Inventory Capping Forecast Days for all capped SKUs within the department respecting any SKU Cap Freezes. During the working cap calculation, the freeze values are not changed. All other caps are calculated based on the SKU's Inventory Cap Forecast compared to the Total Inventory Cap Forecast for the department less the forecast for the overridden SKUs. This is a display only measure calculated when the workbook is built or when Calculate is selected, for example, after entering freezes. The Working SKU Caps give you an opportunity to make a change by entering a freeze value, selecting calculate, and reviewing the effect of the freeze on other SKU Caps within the department. (Read only)

Inventory Caps (SKU) View

This view contains the SKU level measures used to assist you in inventory capping management.

Figure 8-26 Inventory Caps (SKU) View

Surrounding text describes Figure 8-26 .

Table 8-32 lists the measures in this view.

Table 8-32 Measures: Inventory Caps (SKU) View

Measure Label	Description
Capping Flag (Expanded)	The expanded Capping Flag represents the combined version of the Sub-class level and SKU level Capping Flag settings, where the SKU level setting is the exception while the Sub-class level is the Default. The Capping Flag is used to determine if inventory caps apply to Sub-classes and SKUs. Valid values are: Yes (capped), No (not capped), or Not Set.
Relative Space per Unit (Expanded)	The expanded Relative Space per Unit represents the combined version of the Sub-class level and SKU level Relative Space Per Unit settings, where the SKU level setting is the exception while the Sub-class level is the Default. Relative Space per Unit represents the relative amount of space one unit of the SKU occupies. For example, a washer = 1, a refrigerator =2, and so on. Relative Space per Unit is display only on this view.
Relative Space per Unit Status	Relative Space per Unit Status is used to display the error message: The Relative Space per Unit equals zero. The status is maintained by the system and is display only.

Measure Label

Description

Capping Flag (Expanded)

Valid values are: Yes (capped), No (not capped), or Not Set.

Relative Space per Unit (Expanded)

Relative Space per Unit is display only on this view.

Relative Space per Unit Status

Relative Space per Unit Status is used to display the error message: The Relative Space per Unit equals zero.

The status is maintained by the system and is display only.

Inventory Caps (Department/Store/Day) View

This view contains the Department/Store/Day level measures used to assist you in inventory capping management.

Figure 8-27 Inventory Caps (Department/Store/Day) View

Surrounding text describes Figure 8-27 .

Table 8-33 lists the measures in this view.

Table 8-33 Measures: Inventory Caps (Department/Store/Day) View

Measure Label	Description
Department Capacity (Expanded)	The Department Capacity (Expanded) represents the capacity in a store for this department.
Department Capacity Status	Department Capacity Status displays the error message: The Department Capacity has been exceeded. The status is maintained by the system and is display only.
What-if Department Cap	The What-if Department Cap represents the sum of all What-if SKU Caps (Space) for this department. What-if SKU Caps (Space) are calculated as the What-if SKU Caps (Units) multiplied by the corresponding Relative Space per Unit.

Measure Label

Description

Department Capacity (Expanded)

The Department Capacity (Expanded) represents the capacity in a store for this department.

Department Capacity Status

Department Capacity Status displays the error message: The Department Capacity has been exceeded.

The status is maintained by the system and is display only.

What-if Department Cap

Inventory Capping Parameters (SKU/Store) View

This view allows maintenance of parameters that are relative to the SKU/store, specifically a capping flag indicating whether or not a SKU/store is capped.

Figure 8-28 Inventory Capping (SKU/Store) View

Surrounding text describes Figure 8-28 .

Table 8-34 lists the measure in this view.

Table 8-34 Measures: Inventory Capping (SKU/Store) View

Measure Label	Description
Capping Flag (expanded)	This represents the combined (expanded) version of the Subclass level, SKU level, and SKU/store level Capping Flag settings, where the SKU/Store level setting is the exception, SKU level setting is the default and the Subclass level is the Global Default. The Capping Flag is used to determine if inventory caps apply to subclasses, SKUs and SKUs/stores. Valid values are: Y (Capped) N (Not Capped) Not Set Capping Flag is display only on this worksheet. Measure Access: Read Default Display: Visible

Measure Label

Description

Capping Flag (expanded)

Y (Capped)
N (Not Capped)
Not Set

Capping Flag is display only on this worksheet.

Measure Access: Read

Default Display: Visible

Manually Setting Caps

This section describes how to:

Manually Enter a SKU Cap
Select the Desired Cap
Redistribute Remaining Space
Accept Caps

Manually Enter a SKU Cap

This section describes how to manually enter a SKU Cap.

Procedure

Update the SKU Cap Freeze in the Inventory Caps (SKU/Store/Day) View.

Figure 8-29 Inventory Caps (SKU/Store/Day) View

Surrounding text describes Figure 8-29 .

Select the Desired Cap

This section describes how to select the desired Cap.

Procedure

Update the Cap Type as shown in Figure 8-30.

Figure 8-30 Inventory Caps (SKU/Store/Day) View - Cap Type

Surrounding text describes Figure 8-30 .

Redistribute Remaining Space

This section describes how to redistribute remaining space.

Procedure

From any of the available views, click Calculate to view the effects of Freezes and Cap Type selection.

Figure 8-31 Calculate

Surrounding text describes Figure 8-31 .

Accept Caps

This section describes how to accept Caps.

Procedure

To accepts the caps for a view, click Apply SKU Cap and then Commit the changes.

Figure 8-32 Apply SKU Cap

Surrounding text describes Figure 8-32 .

Measure Label	Description
Promotion Presentation Stock Pre Factor - Store	Promotion Presentation Stock Pre Factor - Store represents the specified quantity for the Promotion Presentation Stock - Store before application of the Promotion Presentation Stock - End of Promo Factor.
Calculated Presentation Stock - Store	Calculated Presentation Stock - Store represents the maximum of the Weekly Base Sales Forecast multiplied by the Weekly Base Sales Forecast % and the Min Presentation Stock - Store.
Promotion Presentation Stock - End of Promo Factor (expanded)	Promotion Presentation Stock - End of Promo Factor (expanded) displays the actual value used in the calculations. This version displays a factor of 1 for the days within the promotion period prior to the ramp down and then shows the designated End of Promotion Factor values as it approaches the end of the promotion. A factor of 1 is displayed after the promotion has ended.
Min Presentation Stock - Store	Min Presentation Stock - Store indicates the minimum presentation quantity to be used in the calculation of Total Presentation Stock - Store Any value greater than or equal to zero (0) is acceptable.
Min Presentation Stock (expanded) - Store	Min Presentation Stock (expanded) - Store displays the actual value used in calculations. This represents the merge of the global default, default, and exception level versions of Min Presentation Stock - Store.
Total Presentation Stock - Store	Total Presentation Stock - Store represents the maximum of the Calculated Presentation Stock - Store and the User Specified Presentation Stock - Store. If the Calculated Store Presentation Stock Indicator is turned off, 0 is used in place of the Calculated Presentation Stock - Store in this calculation.
Presentation Stock Override Flag - Store	The Presentation Stock Override Flag - Store is used when calculating theTotal Presentation Stock - Store to indicate whether the override quantity should be used. When the Global Default Presentation Stock Override Flag - Store is turned on (True), the override quantity should be used.
Presentation Stock Override Flag (expanded) - Store	Presentation Stock Override Flag (expanded) - Store displays the actual value used in calculations. This represents the merge of the global default and exception level versions of Presentation Stock Override Flag - Store.
Presentation Stock Override Quantity - Store	The Presentation Stock Override Quantity - Store is the value used when calculating Total Presentation Stock - Store if the override flag is turned on (True).
Presentation Stock Override Quantity (expanded) - Store	Presentation Stock Override Quantity (expanded) - Store displays the actual value used in calculations. This represents the merge of the global default and exception level versions of Presentation Stock Override Quantity - Store.
Promotion Presentation Stock - Store	Promotion Presentation Stock - Store represents the Promotion Presentation Stock - End of Promo Factor applied to the Promotion Presentation Stock Pre Factor - Store. If the Promotion Presentation Stock Override Flag - Store is turned on, this becomes equal to zero (0).
Promotion Presentation Stock Override Flag - Store	The Promotion Presentation Stock Override Flag - Store indicates what value should be used for Store Promotion Presentation Stock. When the override flag is turned on (True), the Promotion Presentation Stock - Store equals zero (0).
Promotion Presentation Stock Override Flag (expanded) - Store	Promotion Presentation Stock Override Flag (expanded) - Store 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.
Weekly Base Sales Forecast % - Store	Weekly Base Sales Forecast % - Store indicates what percentage of the Weekly Base Sales Forecast should be used in the calculation of store presentation stock. Values between zero (0) and one (1) (inclusive) are valid. Zero (0) indicates that 0% of the forecast should be used and 1 indicates that 100% of the forecast should be used.
Weekly Base Sales Forecast % (expanded) - Store	Weekly Base Sales Forecast % (expanded) - Store displays the actual value used in calculations. This represents the merge of the global default, default and exception level versions of Store Weekly Base Sales Forecast. Zero (0) indicates that 0% of the forecast should be used and 1 indicates that 100% of the forecast should be used.
User Specified Presentation Stock - Store	User Specified Presentation Stock - Store represents the minimum amount of stock in units desired to have on hand for display/sales purposes. User Specified Presentation Stock - Store may be taken into consideration when calculating the RP and RUTL, depending on the Boundary Stock selected.
User Specified Presentation Stock (expanded) - Store	User Specified Presentation Stock (expanded) - Store 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.
Weekly Base Sales Forecast - Store	Weekly Base Sales Forecast - Store is the day level representation of the weekly base sales forecast. This is calculated by replicating the value from Loaded Weekly Base Sales Forecast to SKU/Str/Day.