| Oracle® Retail Merchandising Foundation Cloud Service Oracle Retail Merchandising System User Guide Release 19.3.000 F83161-01 |
|
 Previous |
 Next |
| Oracle® Retail Merchandising Foundation Cloud Service Oracle Retail Merchandising System User Guide Release 19.3.000 F83161-01 |
|
Previous |
Next |
This chapter deals with the different types of contracts that can be created and maintained in Merchandising.
A contract is a legally binding agreement with a supplier to supply items at a negotiated price, which is assumed to be the lowest cost price of the item. In Merchandising, the contracting functions fit closely with the replenishment and ordering functions. The contract functionality enables the retailer to ensure consistent cost and timing of the purchases along with determination of early margin figures and thereby eliminating risk. It also facilitates improved supplier relationships by helping suppliers plan their production in advance. When a contract is created, the retailer can choose to source from the best contract by replenishment according to pre-defined logic. Also, since the balance of the contract is decreased when an order is written against it, commitment tracking improves. Additionally, the contract functionality assures the retailer that the cost remains consistent. Contracts can be used to create orders via replenishment or manually. Contracts can also contain items above transaction level if the 'Soft Contracting' option is enabled in the system options.
The following four contract types can be created in Merchandising with varying characteristics and different levels of flexibility:
Type A (Plan/Availability): This type of contract contains a plan of manufacturing quantity by ready date. Supplier availability is matched against the plan as declared. These contracts are closed contracts, as there is a defined start and end date, and the contract is for a total purchase quantity of items. Orders are raised against the plan as suggested by replenishment requirements, provided there is sufficient supplier availability. Manual orders can also be raised.
Type B (Plan/No Availability): This type of contract contains a plan of manufacturing quantity by delivery due date and dispatch-to location or locations. There can be one or more ready dates, which is the date that the items are due at the dispatch-to location. Item cost is defined and supplier availability is not required. These contracts are closed contracts, as there is defined a start and end date, and the contract is for total purchase quantity of items. Orders are raised automatically from the contract based on ready dates.
Type C (No Plan/No Availability): This type of contract is an open contract with no production schedule or supplier availability declared. The contract lists the items that will be used to satisfy a total commitment cost. Orders are raised against the contract based on replenishment requirements. The user can also raise manual orders.
Type D (No Plan/Availability): The type of contract is an open contract with no production schedule. The supplier declares availability as stock is ready. The contract lists the items that will be used to satisfy a total commitment cost. Orders are raised against the contract, based on replenishment requirements and supplier availability. The user can also raise manual orders.
More information can be found in these related topics:
To create a contract follow the steps below:
From the Tasks menu, select Orders > Contracts > Create Contract. The Create Contract page appears.
|
Note: You can also create a contract in the Contract Search page. For more information about how to create a contract in the Contract Search page, see the Manage Contracts chapter. |
In the Contract field, the contract ID is filled in automatically.
In the Type field, select one of the following contract types:
Plan/Availability - refers to Type A contracts
Plan/No Availability - refers to Type B contracts
No Plan/No Availability - refers to Type C contracts
No Plan/Availability - refers to Type D contracts
|
Note: When using a Type B (Plan/No Availability) contract, purchase orders are generated automatically. Manual and Replenishment orders are never created from a Type B contract. |
In the Supplier Site field, enter, select or search for the supplier site. The fields such as Terms, Contract Currency and Importing Country are filled with default values based on the entered supplier site. You can change these values, if necessary. This is a required field.
|
Note: A Type C contract (No Plan/No Availability) does not require a supplier to provide availability information; therefore, it is possible that an order can be placed that a supplier cannot fulfill. |
In the Department field, enter, select or search for the department. Only items from this department can be placed on the contract. This field is a required field.
In the Terms field, enter, select or search for the contract terms, if you want to change the default value.
In the Distributor field, enter the distributor.
In the Shipment Method field, select the shipment method, for example, Air.
In the Start Date field, enter the contract start date or click the Calendar icon to specify the start date of the contract. This field is a required field.
In the End Date field, enter the contract end date or click the Calendar icon to specify the end date of the contract. This field is a required field.
In the Contract Currency field, enter, select or search for the currency of the contract, if you want to change the default value. This field is a required field.
In the Country of Sourcing field, enter, select or search for the country of sourcing for the contract. This field is a required field.
In the Importing Country field, enter, select or search for the importing country of the contract, if you want to change the default value. This field is a required field.
Check the EDI check box, to indicate that the contract is transmitted to the supplier via an EDI transaction.
Check the Orderable check box, to indicate that orders can be placed against this contract.
Check the Manual Approval check box, to indicate that all purchase orders will be created in Worksheet status and must be manually approved.
|
Note: All required fields are marked with an asterisk. If you do not enter a value for one of the required fields, an error message is shown. |
After you have entered all the necessary data for the contract, choose one of the following options.
Click OK, to create the contract. The Contract page appears in a new tab. For more information about the Contract page, see the Contract section.
Click Cancel, to reject all entries and close the Create Contract page.
The Contract page allows you to create or maintain a contract. You can also add, edit and view the items, cost and distribution details on the contract. Moreover, you can navigate to the Parent/Diff summary screen, where you can view the details of the diffs for an item parent on a contract along with the quantity contracted, ordered, and received, as well as the ready date by diff value.
The Contract page consists of the following sections:
The Contract Header section contains the contract ID number and the status of the contract, for example Worksheet. Additionally the Contract Header section shows all values, entered in the Create Contract page. For more information about the values entered in the Create Contract page, see the start of the Create a Contract chapter.
Table 5-1 Contract Header - Fields and Description
| Fields | Description |
|---|---|
|
Type |
Displays the contract type. Possible contract types are:
For more information about the different contract types, see the Contract Types section. This field is a view-only field. |
|
Supplier Site |
Displays the supplier site. This field is a view-only field. |
|
Department |
Displays the department. Only items from this department can be placed on the contract. This field is a view-only field. |
|
Country of Sourcing |
Displays the country of sourcing for the contract. This field is a view-only field. |
|
Importing Country |
Displays the importing country for the contract. This field is a view-only field. |
|
Start Date |
Displays the contract start date. You can edit this field, if the contract is still in Worksheet status. |
|
End Date |
Displays the contract end date. You can edit this field, if the contract is still in Worksheet status. |
|
Terms |
Displays the contract terms, for example, Net 30 Days. You can edit this field, if the contract is still in Worksheet status. |
|
Distributor |
Displays the distributor for the contract. You can edit this field, if the contract is still in Worksheet status. |
|
Shipment Method |
Displays the shipment method for the contract. You can edit this field, if the contract is still in Worksheet status. |
|
EDI |
If the EDI check box is checked, the data is exchanged electronically. You can edit this field, if the contract is still in Worksheet status. |
|
Orderable |
If the Orderable check box is checked, orders can be placed against this contract. You can edit this field, if the contract is still in Worksheet status. |
|
Manual Approve |
If the Manual Approve check box is checked, all purchase orders will be created in Worksheet status and must be manually approved. You can edit this field, if the contract is still in Worksheet status. |
The Totals section contains the currency and Recalculation icon 
in the title bar. Additionally the Totals section displays VAT information such as Markup % Excl. VAT, Retail Incl. VAT, Retail Excl. VAT and Total VAT. Moreover, cost, estimated duty, estimated expenses, landed and outstanding costs are shown. For more information about the displayed VAT information, see Table 5-2, "Totals - Fields and Description".
|
Note: If you create a new contract, the fields in the Totals section are empty. Total cost need to be added to type C and D contracts, before you add items. |
The following table describes the fields in the Totals section.
Table 5-2 Totals - Fields and Description
| Fields | Description |
|---|---|
|
Markup % Retail |
This field shows the markup in %. When the retailer uses Simple VAT or Global Tax, this value excludes VAT. |
|
Retail (Incl. VAT) |
This field shows the total retail value of all items on the contract, including the VAT amount. This field only displays, if the retailer uses Simple VAT or Global Tax. |
|
Retail (Excl. VAT) |
This field shows the total retail value of all items on the contract, excluding the VAT amount. When the retailer uses Simple VAT or Global Tax, this value excludes VAT. |
|
Total VAT |
This field shows the total VAT of the contract. This field only displays, if the retailer uses Simple VAT or Global Tax. |
|
Cost |
This field shows the total cost of the contract. If you create a Type A or B contract this field is calculated automatically. You can not edit this field for these contract types. If you create a Type C or D contract, you can edit this field. The cost need to be added before you add items. |
|
Estimated Duty |
This field shows the estimated duties, taxes, and fees the retailer must pay to import the goods on this contract. You can specify this value for any contract type. |
|
Estimated Expenses |
This field shows the value of the estimated expenses that occurred for this contract. You can specify this value for any contract type. |
|
Landed Cost |
This field shows the sum of the cost, duty, and expenses for the shipments of the contract. |
|
Outstanding Cost |
This field shows the amount that is still open for this contract. |
The Items section contains the contract item, contract item description, item level, diffs and unit costs by default. You can add items to the contract in this section. For more details about how to add items to a contract, see the Add Items to a Contract section. Additionally, you can update the unit cost per item. For more information about how to update the unit cost for an item, see the Editing Unit Costs of Items on a Contract section.
The Details section displays the item distribution details by ready date and/or location. Columns shown are location type, location, name and ready date as well as the distribution, ordered and received quantity. The Details section is only displayed for Type A and B contracts, after items have been added and distributed.
You can edit the distribution quantity in this table. For more information about how to edit the distribution quantity, see Editing the Distribution Quantity on a Contract section.
In the Comments section you can enter necessary comments for the contract.
Use the More Actions menu to navigate to the following pages. The More Actions menu contains the following options.
Table 5-3 Contract - More Actions Menu and Description
| More Actions Menu | Description |
|---|---|
|
Distribute |
Opens the Contract Distribution page. For more information about how to distribute items on a contract, see the Contract Distribution section. |
|
Parent Diff/Summary |
Opens the Parent Diff/Summary page. For more information about the parent diff/summary, see the Parent/Diff Summary section. |
|
Mass Update Cost |
Opens the Mass Update page. For more information about how to update the costs for all items on a contract, see the Mass Update Cost section. |
|
Dates |
Opens the Dates page. For more information on contract dates, see the Dates section. |
|
Orders |
Opens the Contact Order List page. For more information about how to view the details of purchase orders raised against a contract, see View Purchase Orders for Contract. |
|
Currency |
You can toggle between the contract and the primary currency for the monetary values shown in the page. |
Before you can add items to Type C and D contracts, you have to add the total cost to the contract.
In the Contract page, go to the Totals section.
In the Cost field, enter the total cost of the contract.
After you have entered the total cost, choose one of the following options.
Add Items to the contract. For more information about how to add items to a contract, see the Add Items to a Contract section.
Click Save to save the entered record.
Click Save and Close to save the entered records and close the page.
Click Cancel to reject all entries and close the page.
To add items to the contract, follow the steps below.
In the Items section of the Contract page, select Actions > Add, or use the Add icon 
. The Contract Distribution page appears.
In the item table, select Actions > Add, or use the Add icon to add an item, reference item or list item to the contract. The Add Item page appears.
Select the item hierarchy level, you want to add item/items by. Items can be added at the transaction/item level, reference/item level or multiple items can be added by adding an existing item list.
In the Item/Reference Item/Item List field, select, enter or search for the item, reference item or item list.
In the Distribution Quantity field, enter the distribution quantity.
|
Note: The Distribution Quantity field is only available for type A and B contracts. For type C and D contracts, the quantity is not required. |
After you have entered all necessary data, choose one of the following options.
Click OK to add the item/items to the contract and exit the Add Item page. The system returns to the Contract Distribution page. The item/items is/are displayed in the item table.
Click OK and Add Another to add more items to the contract.
Click Cancel to reject all entries and close the page. The system returns to the Contract Distribution page.
|
Note: When selecting items for a contract, the number of levels in the group and the transaction level of the item group must be considered. Items above the transaction level can only be added to a contract, if the Soft Contract Indicator is selected in the System Variables. |
After you have added all items, choose one of the following options.
Distribute the added items. For more information on distributing items, see the Distributing Items of a Contract section.
Select Save and Close to save the entered records and close the Contract Distribution page.
Select Cancel to reject all entries and close the Contract Distribution page.
To distribute the items of a contract, see the Contract Distribution section.
Typically the contract cost is negotiated with the supplier. Therefore, the contract cost is lower than the default cost. To edit the cost of the contract item, follow the steps below.
In the Contract page, go to the Item section. Choose an item.
In the Unit Cost column, verify and/or edit the unit cost as necessary.
After you have entered the new unit cost for the item, choose one of the following options.
Click Save to save the entered records.
Click Save and Close to save the entered records and close the page.
Click Cancel to reject all entries and close the page.
Typically contract costs are negotiated with the supplier. Therefore, the contract costs are often lower than the default cost. You can update the unit cost in the Item section in the Contract page. You can either update the unit cost of a single item or for all items shown in the table.
To edit the unit cost of a single item on the contract, see the Editing the Unit Cost of Single Items on a Contract section.
To edit the unit cost for all items displayed in the Item table, see the Mass Update Cost section.
To edit the unit cost of a single item on a contract, follow the steps below.
From the Tasks menu, select Orders > Contracts > Manage Contracts. The Contract Search page appears.
Enter or select search criteria as desired to make the search more restrictive.
Click Search. The contracts that match the search criteria are displayed in the Results section.
In the Contract column, click the contract ID link, or mark a record and select Actions > Edit, or use the Edit icon 
. The Contract page appears.
Go to the Items section and choose an item.
In the Unit Cost field enter a new unit cost amount.
After you have entered the new unit cost for the item, choose one of the following options.
Click Save to save the entered records.
Click Save and Close to save the entered records and close the page.
Click Cancel to reject all entries and close the page.
You can update the unit costs for multiple or all items on a contract. You can apply the unit cost update by item parent, differentiator value or vendor product number (VPN).
To update the unit cost for all items on a contract follow the steps below.
From the Tasks menu, select Orders > Contracts > Manage Contracts. The Contract Search page appears.
Enter or select search criteria as desired to make the search more restrictive.
Click Search. The contracts that match the search criteria are displayed in the Results section.
In the Contract column, click the contract ID link, or mark a record and select Actions > Edit, or use the Edit icon . The Contract page appears.
In the Toolbar, select More Actions > Mass Update Cost.
The Mass Update page appears.
If you want to apply the update to the item parent, you can choose the differentiator value or VPN.
Update by Item Parent: In the Item Parent field, enter or search for the corresponding item parent.
Update by Differentiator Value: In the Differentiator Value field, enter, select or search for the corresponding diff value, such as Small.
Update by VPN: In the VPN field, enter or search for the corresponding VPN.
In the Unit Cost field, enter the new unit cost.
After you have entered the necessary information:
Click OK to apply the mass update by the selected value and exit the Mass Update page. The system returns to the Contract page.
Click OK and Edit Another to apply another unit cost mass update.
Click Cancel to reject all entries and exit the Mass Update page.
The Contract Distribution page allows you to add or delete items on a contract and distribute those items. Items can be distributed by item parent or diffs. Additionally for Type A contracts you can distribute the items by ready date or location. For more information about distribution items of Type A contracts, see the Contract Distribution section. For Type B contracts the items can be distributed by location and by ready date. For more information about how to distribute items of Type B contracts, see the Distributing Items by Location and Distributing Items by Ready Date sections.
The Contract Distribution page consists of the following sections:
The header section of the Contract Distribution page displays the following information:
Contract ID
Supplier Site
Department
The Distribute By section contains options by which you can distribute the items of the contract.
Table 5-4 Distribute By Options
| Buttons | Description |
|---|---|
|
Differentiator |
Opens list with Diff options 1 - 4. |
|
Location |
Opens the Distribute By Location page. You can distribute the item by location. For more information about this distribution method, see the Distributing Items by Location section. Only available for Type B contracts. |
|
Ready Date |
Opens the Distribute By Ready Date page. You can distribute the item by ready date. For more information about this distribution method, see the Distributing Items by Ready Date section. Only available for Type A and B contracts. |
The Item table contains the contract items. By default the table displays the contract item, item description, diff 1-4 description, location, location name and ready date as well as distribution quantity.
The Contract Distribution Filter page allows you to filter the items that appear on the Contract Distribution page. You can then edit or distribute the resulting subset of items.
The Contract Distribution Advanced Filter page consists of the following sections.
Add Filter Criteria
Filter Criteria table
Toolbar
Filter Items
To filter the items on a contract follow the steps below.
From the Tasks menu, select Orders > Contracts > Manage Contracts. The Contract Search page appears.
Enter or select search criteria as desired to make the search more restrictive.
Click Search. The contracts that match the search criteria are displayed in the Results section.
In the Contract column, click the contract ID link, or mark a record and select Actions > Edit, or use the Edit icon . The Contract page opens.
In the Toolbar select More Actions > Distribute. The Contract Distribution page appears.
To filter the items shown in the item table, click the Apply Filter icon 
. The Contract Distribution Advanced Filter page appears.
Enter, select or search for the criteria by which you want to filter the item table.
Select Add Filter Criteria. The filtered criteria is added to the Filter Criteria table.
To delete a criterion from the Filter Criteria table, follow the steps below.
Select the record.
Select Actions > Delete or use the Delete icon 
. You are prompted to delete the record.
Confirm with Yes. The record is removed from the Filter Criteria table.
After you have added all filter criteria, choose one of the following options.
Click Apply Filter, to display the results of the filter in the Order Distribution page and close the Contract Distribution Advanced Filter page.
Click Cancel, to reject the filter criteria and close the Contract Distribution Advanced Filter page.
Click the Reset icon 
, to reject the filter criteria and stay in the Contract Distribution Advanced Filter page.
In the Contract Distribution page, edit the filter results as needed.
To clear the filter, select Actions > Clear Filter, or use the Clear Filter icon 
. All items are displayed in the item table again.
Choose one of the following options.
Click Save and Close to save your changes and close the Contract Distribution page.
Click Cancel to reject your changes and close the Contract Distribution page.
|
Note: Since the automatic ordering process does not determine locations for the ordered goods from a Recommended Order Quantity, you must designate the locations for distribution with a Type B contract. |
To distribute the items by location, follow the steps below.
From the Contract page select More Actions > Distribute. The Contract Distribution page appears. Go to the item table.
If you are already in the Contract Distribution page, go to the item table.
In the item table select a record.
In the Distribute By section, click the Location button. The Distribute by Location page appears.
In the Distribute By section, select the method of distribution, such as percent, quantity or ratio.
|
Note: You can distribute by quantity only, if you did not enter a quantity in the Contract Distribution page. |
Select Actions > Add, or use the Add icon to add locations for distribution. The Add Locations page appears.
In the Location Type field, select the type of location, for example, Store or Warehouse.
In the Location field, enter, select or search for the location.
After you have selected the location, choose one of the following options.
Click OK to add the current location and close the Add Locations page. The system returns to the Distribute by Location page. The location is shown in the table.
|
Note: To delete a location from the table in the Distribute By Location page, mark the location. Then select Actions > Delete, or use the Delete icon to delete the location. |
Click OK and Add Another to add additional locations.
Click Cancel to reject all entries and close the Add Locations page. The system returns to the Distribute by Location page.
In the Distribute by Location page, enter the distribution percentage, quantity or ratio, depending on your distribution method. If you select the following distribution method:
Percent: Enter the percentage of the items you want at each location.
Quantity: Enter the number of items you want at each location, or the total items you want at each location.
|
Note: You can distribute by quantity only if you did not enter a quantity in the Contract Distribution page. |
Ratio: Enter the proportion of items that you want at each location.
|
Note: You can distribute to a location and enter a quantity distribution or ratio of zero (0). |
Choose one of the following options.
Click OK to save your changes and close the Distribute by Location page. The system returns to the Contract Distribution page. The item table displays the item by location and the corresponding distribution quantity.
Click Cancel to reject your entries and close the Distribute by Location page. The system returns to the Order Distribution page.
To distribute the items by ready date, follow the steps below.
From the Contract page select More Actions > Distribute. The Contract Distribution page appears. Go to the item table.
In the item table, select a record.
In the Distribute By section, click the Ready Date button. The Distribute by Ready Date page appears.
Click Actions > Add or use the Add icon to add a ready date. The Add Distribution by Ready Date page appears.
In the Ready Date field enter or use the Calendar icon to select a ready date.
In the Distribution % field, enter the percentage of the goods that are due by the ready date.
Then choose one of the following options.
Click OK to add the ready date and close the Add Distribution by Ready Date page. The entered ready date and distribution percentage are shown in the table of the Distribute by Ready Date Page.
Click OK to distribute the item. The system returns to the Contract Distribution page. The item table shows the item including the ready date and the corresponding distribution quantity.
Click Cancel to reject all entered records and close the Ready Date Page.
Click OK and Add Another to add additional ready dates for the selected item.
Click Cancel to reject all entered records and close the Add Distribution by Ready Date page.
The Distribute by Diff page allows you to distribute an item by the differentiator groups attached to the item. The user may use differentiator ranges and ratios while performing the distribution, or perform the process manually. For each selected differentiator, the distribution can be carried out on the basis of quantity, percentage or ratio.
To distribute the items previously added to the contract, by individual diffs, follow the steps below.
From the Contract page select More Actions > Distribute. The Contract Distribution page appears. Go to the item table.
If you are already in the Contract Distribution page, go to the item table.
In the item table, select a record.
In the Distribute By section, select a diff from the list. The Differentiator Distribution page appears.
The Differentiator Distribution page contains the following sections.
Header: The header contains the selected diff group.
Diff Range: The Diff Range section contains a subset of diff groups.
Diff Ratio: The Diff Ratio section shows the ratio of diff IDs based on the sales history, which is used to assist in the distribution.
To limit the available diffs, go to the Diff Range field and enter or select a diff range ID.
Click Apply. The Available Differentiator column now only contains diff IDs limited to the chosen range.
|
Note: To apply multiple diff ranges, choose more than one valid range. |
In the Available Differentiator area, choose one of the following options.
Select a diff and click the right arrow button. The diff is moved to the Diff Ratio section to the Applied Differentiator column.
Select all diffs and click the move all right arrow button. All diffs are moved to the Diff Ratio section to the Applied Differentiator column.
|
Note: To deselect diffs, select the individual diff or all diffs. Then use the left arrow or move all left arrow buttons. The selected diffs move from the Applied Differentiator to the Available Differentiator column. |
Select one of the following distribution methods.
Percent: Enter the percentage of the items you want for each diff.
Quantity: Enter the number of items you want for each diff.
|
Note: You can only distribute by quantity, if you did not enter a quantity in the Order Distribution page. |
Ratio: Enter the proportion of the items you want for each diff.
|
Note: You can distribute the diffs and enter a percentage, quantity or ratio of zero (0). |
After you have selected the diffs and the distribution method, choose one of the following options.
Click OK to distribute by the selected diffs and exit the Differentiator Distribution page. The system returns to the Contract Distribution page. The individual diff distributions are shown in the table.
Click Cancel to reject all entries and close the Differentiator page. The system returns to the Contract Distribution page.
To recalculate the costs of the contract follow the steps below.
In the Contract page, go to the Totals section.
Use the Recalculate icon to update the costs and retail value.
Review the entered data and choose one of the following options to complete the contract:
Click Save to save the entered records.
Click Save and Close to save the entered records and close the page.
Click Cancel to reject all entries and close the page.
The Parent/Diff Summary page allows you to view the parent/diff summary of the diffs for an item parent on a contract. You can view the quantity contracted, quantity ordered, quantity received, and the ready date by diff value.
The Parent/Diff Summary page consists of the following sections:
The header of the Parent/Diff Summary page contains the contract ID and the supplier site as well as the department of the contract.
In the View By section, you can choose to view records either by diff 1 to diff 4. Diff 1 is selected by default.
The Parent/Diff Summary table displays the following columns by default:
Parent Item
Description
Differentiator
Differentiator Description
Quantity
Contracted
Ordered
Received
Ready Date
To view the parent/diff summary of a contract follow the steps below.
From the Tasks menu, select Orders > Contracts > Manage Contracts. The Contract Search page appears.
Enter or select search criteria as desired to make the search more restrictive.
Click Search. The contracts that match the search criteria are displayed in the Results section.
In the Contract column, click the contract number link, or mark a record and select Actions > Edit, or use the Edit icon . The Contract page appears.
In the Toolbar select the More Action > Parent/Diff Summary. The Parent Diff/Summary page appears.
The page displays the contract ID, the supplier site and the department in the Header section.
In the View By section select the differentiator 1, 2, 3 or 4.
|
Note: Diff 1 is selected by default. If you selected Diff 2, the content of the summary table is refreshed to display details corresponding to differentiator 2. |
The items are displayed in the Parent/Diff Summary table in the lower section of the page. The table contains the following information.
Parent Item
Description
Differentiator
Differentiator Description
Contracted, ordered and received Quantity
Ready Date
|
Note: Use the header row of the Parent/Diff Summary table to further narrow down the displayed records. Enter a value in the corresponding column. To clear the filter, click the Clear All icon . |
To exit the Parent Diff /Summary page press Done.
The Dates page displays the following dates:
Raised - shows the date, the contract was issued
Submitted - shows the date, the contract was submitted
Approved - shows the date, the contract was approved
Reviewed- shows the date, the contract was reviewed
Cancelled - shows the date, the contract was cancelled.
To view the contract dates, follow the steps below:
From the Tasks menu, select Orders > Contracts > Manage Contracts. The Contract Search page appears.
Enter or select search criteria as desired to make the search more restrictive.
Click Search. The contracts that match the search criteria are displayed in the Results section.
In the Contract column, click the contract ID link, or mark a record and select Actions > Edit, or use the Edit icon . The Contract page appears.
In the Toolbar select More Actions > Dates, the Dates page appears.
View the displayed contract dates.
Click OK to close the page.
When a contract is added to the system, it must go through a series of checks before it is accessible in the system. Depending on your user role, you may not be able to move the contract to the next status. A contract may be in any of the following statuses:
| Status | Definition |
|---|---|
| Worksheet | The contract is newly created or manually placed in Worksheet status. The contract can be edited in this status. |
| Submitted | The contract has been completed and is pending review.
Once the contract is submitted it cannot be edited. |
| Approved | The contract has been reviewed and has been approved.
Once approved, POs can be written against the contract. If no orders have been written against the contract, the contract can be changed to Worksheet status, if any further changes are required. |
| Canceled | The contract has been manually closed and is no longer valid.
A cancelled contract can be reinstated for re-use. |
| Completed | The contract is complete. |
| Reviewed | The contract has been reviewed, but not completed.
All contract types can be set to status Review after a specified period of inactivity. Type C and D contracts will also be set to status Review, if the contract has an open commitment and is past its end date. When in status Reviewed, orders can be called off the contract and retailers can choose to extend the end date or renew the supplier agreement. |
To submit a contract for approval follow the steps below.
From the Tasks menu, select Orders > Contracts > Manage Contracts. The Contract Search page appears.
Restrict your search to contracts in Worksheet status.
Click Search. The contracts in Worksheet status are displayed in the Results section.
In the Contract column, click the contract number link, or mark a record and select Actions > Edit, or use the Edit icon . The Contract page appears.
In the Toolbar select Approve > Submit.
When prompted to submit the contract, choose one of the following options.
Click Yes to submit the contract and close the prompt. The system returns to the Contract page. The status of the contract is changed to Submitted.
Click No to end the process and close the prompt. The system returns to the Contract page. The status of the contract did not change.
To end the submit process, choose one of the following options.
Select Save to save your changes.
Select Save and Close to save your changes and close the page.
Select Cancel to reject your changes and close page.
To approve a contract follow the steps below.
From the Tasks menu, select Orders > Contracts >Manage Contracts. The Contract Search page appears.
Restrict your search to contracts in Submitted status.
Click Search. The contracts in Submitted status are displayed in the Results section.
In the Contract column, click the contract number link, or mark a record and select Actions > Edit, or use the Edit icon . The Contract page appears.
In the Toolbar select the Approve button.
When prompted to approve the contract, choose one of the following options.
Click Yes to approve the contract and close the prompt. The system returns to the Contract page. The status of the contract is changed to Approved.
Click No to end the process and close the prompt. The system returns to the Contract page. The status of the contract did not change.
To end the approval process, choose one of the following options.
Select Save to save your changes.
Select Save and Close to save your changes and close page.
Select Cancel to reject your changes and close the page.
The Manage Contracts option opens the Contract Search page. In the Contract Search page you can perform the following actions.
Search for contracts by various search criteria
View the entered search results
View a contract
Create a contract
Create a contract from an already existing contract
Edit a contract
You can access the Contract Search page from the Task menu, select Orders > Contracts > Manage Contracts. The Contract Search page appears.
The Contract Search page contains the following sections.
Search
For more information about how to search for contracts, see the Searching for a Contract section.
To search for a contract:
From the Task menu, select Orders > Contracts > Manage Contracts. The Contract Search page appears.
You can search for a contract using basic or advanced search criteria, depending on the requirement. The basic mode is the default search mode.
Click Advanced to access the search section in advanced mode.
Click Basic to return to the basic mode.
To search for a contract using basic search criteria:
Enter, select or search for one or all of the following basic search criteria.
Table 5-5 Contract Search - Basic Search Criteria and Description
| Fields | Description |
|---|---|
|
Match option |
Check radio button All or Any. All - only contracts matching all entered search criteria are shown. Any - contracts matching any of the entered search criteria are shown. |
|
Contract |
Enter the contract number. |
|
Type |
Select the contract type. Possible contract types are:
|
|
Status |
Select the contract status. Possible statuses are:
|
|
Supplier Site |
Enter, select or search for the corresponding supplier site. |
|
Start Date |
Enter or use the Calendar icon to select the start date of the contract. |
|
End Date |
Enter or use the Calendar icon to select the end date of the contract. |
Click on the Saved Search list to select one of the saved search criteria. Selecting a saved search populates the search section with the saved search criteria. If the run automatically function is enabled for the search, the search is executed immediately.
You can also personalize your saved searches by selecting Personalize. The Personalize Saved Searches page appears.
For more information about the Personalized Saved Search, see Personalize Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide.
Click Search. The contracts that match the search criteria are displayed in the Results section.
Click Reset to clear the search section and results.
Click Save As... to save the current search criteria. The Create Saved Search page appears.
For more information about how to save your search criteria, see Create Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide.
Click Done to close the page.
To search for a contract using advanced search criteria:
To search using advanced search criteria, enter or select one or all of the advanced search criteria.
To narrow down the search, use the list next to the search fields. For example, determine if the entered value should equal or not equal the search result.
Click on the Saved Search list to select one of the saved search criteria. Selecting a saved search populates the search section with the saved search criteria. If the run automatically function is enabled for the search, the search is executed immediately.
You can also personalize your saved searches by selecting Personalize. The Personalize Saved Searches page appears.
For more information about the Personalized Saved Search, see Personalize Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide.
Click Search. The contracts that match the search criteria are displayed in the Results section.
Click Reset to clear the search section and results.
Click Save As... to save the current search criteria. The Create Saved Search page appears.
For more information about how to save your search criteria, see Create Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide.
Click Add Fields to add more fields for the advanced search. To remove the field from the search, click the x right next to the field.
Click Reorder to change the order of the available search fields. The Reorder Search Fields page appears.
Select the desired search field and use the up and down arrows to rearrange the order of the fields.
Click OK to confirm the new order of the fields and close the page.
Click Cancel to reject any changes and close the page.
Click Done to close the page.
The Results section lists the retrieved contracts. The Results table shows the following columns by default.
Contract
Type
Supplier Site
Supplier Site Name
Department
Department Name
Status
Start Date
End Date
Outstanding Cost
Currency
To edit an already existing contract, follow the steps below.
From the Tasks menu, select Orders > Contracts > Manage Contracts. The Contract Search page appears.
Enter or select search criteria as desired to make the search more restrictive.
Click Search. The contracts that match the search criteria are displayed in the Results section.
Select a record in the Results section.
Choose Actions > Edit or use the Edit icon . The Contract page opens. The data of the selected contract is shown.
Edit the data as necessary.
After you have entered the necessary information, choose one of the following options.
Select Save to save your changes.
Select Save and Close to save your changes and close the page.
Select Cancel to reject all entries and close the page.
To copy or use an existing contract as a template for a new contract, follow the steps below.
From the Tasks menu, select Orders > Contracts > Manage Contracts. The Contract Search page appears.
Enter or select search criteria as desired to make the search more restrictive.
Click Search. The contracts that match the search criteria are displayed in the Results section.
Select a record in the Results section.
Choose Actions > Create From Existing or use the Create From Existing icon 
.
The Contract page opens. The data of the selected contract is shown.
Create a new contract based on the existing data or edit the data as necessary.
Then choose one of the following options.
Select Save to save all entries and create a new contract.
Select Save and Close to save all entries, create a new contract and close the Contract page.
Select Cancel to reject all entries and close the Contract page.
To edit the distribution quantity for Type A and Type B contracts follow the steps below.
From the Tasks menu, select Orders > Contracts > Manage Contracts. The Contract Search page appears.
Restrict your search for Type A and Type B contracts in Worksheet status.
Click Search. The contracts that match the search criteria are displayed in the Results section.
In the Contract column, click the contract ID link, or mark a record and select Actions > Edit, or use the Edit icon . The Contract page appears.
Open the Items section.
In the Item section, open to the Details section.
In the Distribution Qty field, enter the quantity as necessary.
Then choose one of the following options.
Click Save to save your changes.
Click Save and Close to save the change and close page.
Click Cancel to reject your changes and close the page.
In the Contract Cost History page you can search for and view the cost of items by contract.
You can access the Contract Cost History page from the Task menu, select Orders > Contracts > Contract Cost History. The Contract Cost History page appears.
The Contract Cost History page contains the following sections.
Search
For more information about how to search for the cost of items by contract, see the Searching the Cost of Items by Contract section.
To search for the cost of items by contract follow the steps below.
From the Task menu, select Orders > Contracts > Contract Cost History. The Contract Cost History page appears.
You can search for the cost of items by contract by using basic or advanced search criteria, depending on the requirement. The basic mode is the default search mode.
Click Advanced to access the search section in advanced mode.
Click Basic to return to the basic mode.
To search for the cost of items by contract using basic search criteria:
Enter, select or search for one or all of the following basic search criteria.
Table 5-6 Contract Cost History - Basic Search Criteria and Description
| Fields | Description |
|---|---|
|
Match option |
Check radio button All or Any. All - only contracts matching all entered search criteria are shown. Any - contracts matching any of the entered search criteria are shown. |
|
Contract |
Enter the contract number. |
|
Item |
Enter the item number. |
|
Description |
Enter the item description. |
|
Active Date |
Enter the active date of the contract. |
|
Differentiator 1 - 4 |
Enter the value for Differentiator 1 - 4. |
Click on the Saved Search list to select one of the saved search criteria. Selecting a saved search populates the search section with the saved search criteria. If the run automatically function is enabled for the search, the search is executed immediately.
You can also personalize your saved searches by selecting Personalize. The Personalize Saved Searches page appears.
For more information about the Personalized Saved Search, see Personalize Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide.
Click Search. The contracts that match the search criteria are displayed in the Results section.
Click Reset to clear the search section and results.
Click Save As... to save the current search criteria. The Create Saved Search page appears.
For more information about how to save your search criteria, see Create Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide.
Click Done to close the page.
To search for the cost of items by contract using basic search criteria:
To search using advanced search criteria, enter or select one or all of the advanced search criteria.
To narrow down the search, use the list next to the search fields. For example, determine if the entered value should equal or not equal the search result.
Click on the Saved Search list to select one of the saved search criteria. Selecting a saved search populates the search section with the saved search criteria. If the run automatically function is enabled for the search, the search is executed immediately.
You can also personalize your saved searches by selecting Personalize. The Personalize Saved Searches page appears.
For more information about the Personalized Saved Search, see Personalize Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide.
Click Search. The contracts that match the search criteria are displayed in the Results section.
Click Reset to clear the search section and results.
Click Save As... to save the current search criteria. The Create Saved Search page appears.
For more information about how to save your search criteria, see Create Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide.
Click Add Fields to add more fields for the advanced search. To remove the field from the search, click the x right next to the field.
Click Reorder to change the order of the available search fields. The Reorder Search Fields page appears.
Select the desired search field and use the up and down arrows to rearrange the order of the fields.
Click OK to confirm the new order of the fields and close the page.
Click Cancel to reject any changes and close the page.
Click Done to close the page.
The Results section lists the retrieved contracts. The Results table shows the following columns by default.
Contract
Item
Description
Active Date
Unit Cost
Currency
In the Contract Order List page you can view the details of the purchase orders that have been raised against a contract. You can also change the status of each purchase order as necessary in this page.
The Contract Order List Page contains the following sections.
The Header section contains the contract ID, the contract's currency and the supplier site as well as the department.
In the Order table you can change the status of each purchase order or change the view of the Order table. By default the Order table lists the following columns.
Order No.
Status
Total Cost Outstanding Cost
Total Retail
Written Date
Approved Date
Approved By
Closed Date
From the Tasks menu, select Orders > Contracts > Manage Contracts. The Contract Search page appears.
Enter or select search criteria as desired to make the search more restrictive.
Click Search. The contracts that match the search criteria are displayed in the Results section.
In the Contract column, click the contract ID link, or mark a record and select Actions > Edit, or use the Edit icon . The Contract page appears.
In the Contract page select More Action > Orders. The Contract Order List page opens. All available purchase orders for the selected contract are listed in the table. View or edit the orders for the selected contract.
In the Order No. column, click the link to open the Order page. View or edit the order accordingly. For more information about the Order page, see the Orders chapter, "Define/Enter a Purchase Order" section.
In the Actions menu, select Actions > Order Details to open the Order Details page. View or edit the order details accordingly. For more information about how to view or edit order details, see the Orders chapter, "Order Details" section.
In the Actions menu, select Actions > Status to change the status of the selected purchase order. For more information about how to change the status of the purchase order, see the Changing the Status of a Purchase Order section.
After you have viewed or edited the purchase order, choose one of the following options.
Click Save to save the changes.
Click Save and Close to save the changes and close the page.
Click Cancel to reject all entries and close the page.
To change the status of a purchase order on a contract follow the steps below.
In the Contract Order List page, mark a purchase order.
Select Actions > Status. Change the status to one of the available ones. For example, if your selected purchase order is in Worksheet status, you can change the status to Submit or Delete.
After you have changed the status as desired, choose one of the following options.
Click Save to save your changes.
Click Save and Close to save the change and close the page.
Click Cancel to reject your changes and close the page.
To complete a contract follow the steps below.
From the Tasks menu, select Orders > Contracts >Manage Contracts. The Contract Search page appears.
Restrict your search to contracts in Approved status.
Click Search. The contracts in Approved status are displayed in the Results section.
In the Contract column, click the contract number link, or mark a record and select Actions > Edit, or use the Edit icon . The Contract page appears.
In the Toolbar select the Complete button.
|
Note: all open orders for the contract must be closed, before the contract can be set to Complete status. |
When prompted if you want to complete the contract, choose one of the following options.
Click Yes to complete the contract and close the prompt. The system returns to the Contract page. The status of the contract changes to Complete. The contract can no longer be changed.
Click No to end the process and close the prompt. The system returns to the Contract page. The status of the contract does not change.
To end the contract completion process, choose one of the following options.
Select Save to save your changes.
Select Save and Close to save your changes and close the page.
Select Cancel to reject your changes and close the page.
To cancel a contract follow the steps below.
From the Tasks menu, select Orders > Contracts >Manage Contracts. The Contract Search page appears.
Restrict your search to contracts in Worksheet status.
Click Search. The contracts in Worksheet, Submitted and Approved status are displayed in the Results section.
In the Contract column, click the contract number link, or mark a record and select Actions > Edit, or use the Edit icon . The Contract page appears.
In the Toolbar select the status button. Then select Cancel.
When prompted if you want to cancel the contract, choose one of the following options.
Click Yes to cancel the contract and close the prompt. The system returns to the Contract page. The status of the contract changes to Cancel.
Click No to end the process and close the prompt. The system returns to the Contract page. The status of the contract does not change.
To end the cancellation process, choose one of the following options.
Select Save to save your changes.
Select Save and Close to save your changes and close the page.
Select Cancel to reject your changes and close the page.
To reinstate a cancelled contract follow the steps below.
From the Tasks menu, select Orders > Contracts >Manage Contracts. The Contract Search page appears.
Restrict your search to contracts in Cancel status.
Click Search. The contracts in Cancel status are displayed in the Results section.
In the Contract column, click the contract number link, or mark a record and select Actions > Edit, or use the Edit icon . The Contract page appears.
In the Toolbar select the Reinstate button.
When prompted if you want to reinstate the cancelled contract, choose one of the following options.
Click Yes to reinstate the selected the contract and close the prompt. The system returns to the Contract page. The status of the contract changes to Worksheet.
Click No to end the process and close the prompt. The system returns to the Contract page. The status of the contract does not change.
To end the reinstate process, choose one of the following options.
Select Save to save your changes.
Select Save and Close to save your changes and close the page.
Select Cancel to reject your changes and close the page.
To unapprove an already approved contract follow the steps below.
From the Tasks menu, select Orders > Contracts > Manage Contracts. The Contract Search page appears.
Restrict your search to contracts in Approved status.
Click Search. The contracts in Approved status are displayed in the Results section.
In the Contract column, click the contract number link, or mark a record and select Actions > Edit, or use the Edit icon . The Contract page appears.
In the Toolbar select the Approve > Unapprove.
When prompted if you want to unapprove the selected contract, choose one of the following options.
Click Yes to unapprove the selected the contract and close the prompt. The system returns to the Contract page. The status of the contract changes to Worksheet.
Click No to end the process and close the prompt. The system returns to the Contract page. The status of the contract does not change.
To end the unapprove process, choose one of the following options.
Select Save to save your changes.
Select Save and Close to save your changes and close the page.
Select Cancel to reject your changes and close the page.
Within Merchandising, there is the ability to take in information from supplier about their available inventory to fulfill purchase orders. This is primarily used in the Contracts functionality, where type A (Plan / Availability) and D (No Plan / Availability) contracts both require availability information in order to generate orders. However, it could also be used in reporting or in support of other ordering functions. Most suppliers will send this data electronically (via EDI or other), but there is also the ability to view and manage that data using the spreadsheet download and upload capability in Merchandising. This may be helpful for smaller suppliers that do not have the ability to communicate electronically. This functionality is accessed from the main Merchandising task list under Foundation Data > Download Foundation Data and Foundation Data > Upload Foundation Data.
To add, update, or remove availability information, you will select the template type of Inventory from the Download Data screen and then the template Supplier Availability. Optionally you can also select a supplier site to download just their availability information. Click the Download button and when prompted, choose to either open the .ods file that is generated or save the file and open it separately in the spreadsheet application of your choice.
Add Supplier Availability
To add a new supplier availability entry, select the action type of Create on the Supplier Availability tab. Next enter the supplier site ID for which you are entering information. Next, enter the transaction level item ID for which the available quantity applies. Optionally you can also enter a Ref Item, which would equate to the barcode for the item. Next, the current available quantity must be entered in terms of the standard unit of measure for the item. The last two fields for this worksheet are date fields. The Last Update Date will be set by the system on upload, so can be ignored. The Last Declared date is optional but could be set to the date on which you received the availability information from the supplier, or the current date. Dates should be entered in the following format 'DD-MON-YYYY'.
Update Supplier Availability
If you would like to update the supplier availability information for an item/supplier site combination, then a similar process will be followed to that described above for entering new availability information. First, download the spreadsheet, and then find the supplier site/item combination that you want to update. In that row select the action type of Update, and then update the current available and/or last declared date in the spreadsheet.
Delete Supplier Availability
If you wish to delete a record of supplier availability, update the action column to select Delete in each of the rows you want to delete.
Uploading Changes
For all actions defined above, once all the updates have been made to the data in the spreadsheet, save the file and close it. Then, return to the Merchandising screens and select Foundation Data > Upload Foundation Data from the main task list. In this screen, select the template type Inventory and the template Supplier Availability. This will generate a process description automatically, but this can be updated if desired. Lastly, select the Browse button and navigate to the directory where you saved the updated spreadsheet.
To review the status of the upload and check whether any errors occurred, select the Foundation Data > Review Status task from the main task list.
See also Download/Upload Data from Spreadsheets and View Data Loading Status.
