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Oracle® Retail Merchandising Foundation Cloud Service Oracle Retail Merchandising System User Guide
Release 19.3.000
F83161-01
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Contents
List of Figures
List of Tables
Title and Copyright Information
Send Us Your Comments
Preface
Audience
Documentation Accessibility
Customer Support
Improved Process for Oracle Retail Documentation Corrections
Oracle Retail Documentation on the Oracle Technology Network
Conventions
1
Common User Interface Controls
Log on to the Application
User Help
Task Bar Options
Application Navigator
Favorites
Tasks
Notifications
Managing Notifications
Reassign a Notification
Reports
Set User Preferences
Regional Options
Language Options
Accessibility Options
Use a Screen Reader
Set Contrast and Font Size
Table Level
Action Menu and Icons
View Menu
Page Level
Search Screens
Search Using Basic Criteria
Search Using Advanced Criteria
Create a Saved Search
Manage Saved Searches
Log Out of the Application
2
Foundation Data
Organizational Hierarchy Overview
Organizational Hierarchy Page
Hierarchy Structure
Hierarchy Table
Manage Company
Create Chains
Manage Chains
Edit Chains
Chains Page
Create Areas
Manage Areas
Editing Areas
Areas Page
Create Regions
Manage Regions
Editing Regions
Regions Page
Creating a District
Manage Districts
Editing Districts
Districts Page
Create Stores
Manage Stores
Editing Stores
Store Page
Adding Hours to a Store
Like Store
Add a Zoning Location to a Store
Walk-through Stores Page
Adding a Walk-Through Store
Add Location Traits to a Store
Adding Store Location Traits
Create Warehouses
Warehouse Page
Add Virtual Warehouses
Virtual Warehouses Page
Manage Warehouses
Editing Warehouses
Editing Virtual Warehouses
Add Warehouse Department Parameters
Adding Warehouse Department Parameters
Editing Warehouse Department Parameters
Manage Location Addresses
Maintaining Addresses
Maintaining Addresses for a Store
Maintaining Addresses for a Warehouse
Maintaining an Address for a Supplier
Maintaining an Address for a Partner
Adding an Address
Adding an Address from Existing
Editing an Address
Manage Location and Company Schedules
Location Delivery Schedules Header
Location Delivery Schedules Table
Manage Location Delivery Schedules
Add a Delivery Schedule at the Store or Warehouse Level
Add a Delivery Schedule at the Supplier Level
Manage Delivery Schedules
Source Delivery Exceptions Window
Source Delivery Exceptions Table
Add Source Delivery Exceptions
Add Exceptions
Location Closings
Company Closings
Manage Location Lists
Searching for a Location List
Searching for a Location List Through the Basic Search Criteria
Searching for a Location List Through Advanced Search Criteria
Results
Creating Location Lists from Existing
Editing Location Lists
Creating Location Lists
Location List Page
Location List Detail Page
Location List Criteria Page
Rebuild Location Lists
Use Location Lists
Changing Cost Zones
Changing Location Traits
Manage Cost Zones
Cost Zone Groups
Cost Zones
Cost Zone Locations
Maintaining Cost Zones
Adding Cost Zone Groups
Adding Cost Zones
Adding Cost Zone Locations
Editing Cost Zone Locations
Other Location Foundation Data
Banners and Channels
Cost Components
Computation Value Bases
Location Traits
Outside Locations
Store Formats
Store Grades
Transfer Zones
Merchandise Hierarchy
Merchandise Hierarchy Structure
Merchandise Hierarchy Table
Create Divisions
Manage Divisions
Editing Divisions
Divisions Page
Create Groups
Manage Groups
Editing Groups
Groups Page
Create Departments
Department Up Charges Page
Locations
Up Charges
Rate Updates
Maintaining Department Up Charges
Department VAT Page
Maintaining Department VAT Regions
Manage Departments
Editing Departments
Department Page
Creating Classes
Manage Classes
Editing Classes
Classes Page
Create Subclasses
Manage Subclasses
Editing Subclasses
Subclasses Page
Pending Merchandise Hierarchy Updates
Pending Merchandise Hierarchy Search
Searching for a Pending Merchandise Hierarchy
Results
Pending Merchandise Hierarchy Page
Editing a Pending Merchandise Hierarchy
Other Merchandise Hierarchy Foundation Data
Buyers and Merchandisers
Add Merchandise Hierarchy Defaults
Maintaining Merchandise Hierarchy Defaults
Add UDA Defaults
Reclassify Items
Reclassifications
Detail
Adding a New Reclassification
The Effects of Reclassifying Items
Reclassification Edit Checks
Online Edit Checks
Batch Processing Edit Checks
Manage Item Lists
Searching for an Item List
Searching for an Item List Through the Basic Search Criteria
Searching for an Item List Through Advanced Search Criteria
Results
Create an Item List
Item List Header
Allowed Hierarchies
Creating Item Lists
Item List Criteria Page
Item List Items Page
Rebuild Item Lists
Use Item Lists
Update VAT Rates
Update User Defined Attributes
Changing Seasons
Scheduled Item Maintenance
Creating a Schedule
Schedule Detail
Adding Schedule Detail
Manage Item/Loc Update Page
Manage Diff Groups
Group
Groups - Actions Menu and Icons
Groups - View Menu and Icons
Group Details
Adding a New Differentiator Group
Adding Group Details to Differentiator Groups
Editing a Differentiator Group
Manage Diff Ranges
Creating Differentiator Ranges
Range
Detail
Creating a Differentiator Range
Manage Diff Ratios
Creating a Differentiator Ratio
Editing a Differentiator Ratio
Differentiator Ratio Detail Page
Diff Ratio Detail Table
Editing Diff Ratio Details
Managing Diff Ratios
Searching for a Diff Ratio
Results
Suppliers
Create a Supplier
Header
Contact Information
Comments
Ordering
Contracts and Replenishment
Receiving
Invoicing
Returns
Other Attributes
Creating a Supplier
Adding Importers/Exporters
Editing Importers/Exporters
Adding Routing Locations
Editing Routing Locations
Supplier Import Attributes
Add Supplier Expense Profiles
Add Supplier Inventory Management Parameters
Add Supplier Brackets
Add Org Units
Add Traits
Update a Supplier
Searching for a Supplier
Results
Creating a Supplier/Supplier Site
Editing a Supplier
Editing a Supplier Site
Partners
Create a Partner
Header
Comments
Creating a Partner
Editing a Partner
Specifying Invoicing Attributes
Update a Partner
Searching for a Partner
Expense Profiles
Header
Shipping Routes
Adding Shipping Routes at Country Level
Adding Shipping Routes at Zone Level
Adding Shipping Routes to Country Expense Profiles
Expenses
Adding Expenses
Editing Expenses
Rate Updates
Adding Rate Updates
Editing Rate Updates
Download Data
Upload Data
View Data Loading Status
Download Blank Templates
Attachments
Conversations
Log In
Create a Conversation
Update a Conversation
Add Items by Upload List
Documents
3
Items
Item Types
Regular Item
Item Groups
Diffs
Packs
Simple Pack
Complex Pack
Deposit Items
Transformable Items
Create an Item
Creating a One Level Item
Creating a Two Level Item without Diffs
Creating a Two Level Item with Diffs
Item Page
Item Header
Descriptions
Pack
Cost and Price
Usage and Units
Attributes
Differentiators
Grocery Attributes
Comments
Item - More Actions Menu
Deposit Items
Transformable Items
Item Transformation
Simple Packs
Simple Pack Set Up
Complex Packs
Pack Item Detail
Add Suppliers
Maintaining Item Suppliers
Item Supplier Countries
Item Supplier Country Locations
Add Countries of Manufacture
Add Supplier Units of Measure
Add Country and Zone Expenses
Define Initial Prices
Price Zone Retail
Price Zone Locations
Editing a Retail Price of an Item by Zones
Item Locations
Table
Maintaining Item Locations
Item Location Traits
Create Child Items
With Diffs
Item Children
Create Children Page
Add Up Charges
Locations
Up Charges
Maintaining Item Up Charges
Define Substitute Items
Add User Defined Attributes
Add Related Selling Items
Define Import Attributes
Define VAT Rates
Add Seasons and Phases
Add Tickets
Add Images
Unavailable Inventory
Create a Like Item
Approve Items
Review Approval Errors
Managing an Item
Searching for an Item
Searching for an Item Through the Basic Search Criteria
Searching for an Item Through the Advanced Search Criteria
Results
Creating an Item
Editing an Item
View Item Details
Table
Managing Item Locations
Apply Updates to
Location Attributes
Adding Locations
View Item Inventory
View Unavailable Inventory
View Open Orders
Table
View Packs
Detail
Request Tickets
Table
Adding Items
Manage Product Restrictions
Creating a Product Restriction
Managing Product Restrictions
Change Ownership of Items
Search Ownership Change
Searching for an Ownership Change Through the Basic Search Criteria
Searching for an Ownership Change Through the Advanced Search Criteria
Create Ownership Change
Add Items
Adding Items to Consignment to Owned, Concession to Owned, Owned to Consignment, or Owned to Concession
Adding Items to Update Primary Supplier
Add Details
Approve Ownership Change
Review Approval Errors
Upload/Download Items from a Spreadsheet
Download from Staging
Upload from Staging
Download from Merchandising
Upload from a File
Update Staged Diffs
Item Parent Differentiators
Differentiators
Adding Differentiators
Editing Differentiators
Pending Child Items
View Issues
Manage Pack Templates
Creating Pack Template
Detail
Adding Details
Adding a Like Template
Managing Pack Templates
Detail
Scheduled Item Maintenance
Create a Schedule
Schedule Detail
Add Schedule Detail
Manage Item/Loc Update Page
Manage Diff Types and Diffs
Manage Brands
Manage Seasons/Phases
Manage User Defined Attributes
Items by User Defined Attribute
Table
Adding UDA to Items
Editing UDAs of an Item
Manage Tickets
4
Orders
Purchase Orders
Automatically Generated Purchase Orders
Manually Creating a Purchase Order
Create a Purchase Order
Define/Enter a Purchase Order
Order or Import Order
Shipping Information
Partners
Comments
Order - More Actions Menu
Editing an Exchange Rate
Order Dates
Supplier Details
Required Documents
Letter of Credit
Ordering Prepacks
Manage Order Contexts
Add Details
Detail
Add Items and Locations
Distribute by Diff
Distribute by Location
Review Purchase Orders
Order Details
View Pack Components on an Order
Diff Summary
Update Cost
Update Expenses
Update HTS Classifications
Order Summary
Order Summary Header
Locations
Items
Viewing an Order Summary by Location
Recalculate Order Totals
Approve a Purchase Order
Submitting a Purchase Order for Approval
Approving a Purchase Order
Create Specialty Purchase Orders
Create a Contract Order
Create an Order for Contracted Items
Create a DSD Order
Create a Pre-Issued Order
Pre-Issued Order Numbers
Create a Customer Order
Customer Details
Manage Purchase Orders
Searching for an Order
Searching for an Order Through the Basic Search Criteria
Searching for an Order Through Advanced Search Criteria
Viewing a Purchase Order
Results
Delete a Purchase Order
Cancel All Items on a Purchase Order
Reinstate All Items of a Purchase Order
Order Revisions
Order Date Changes
Cost and Quantity Changes
Viewing an Order Revision
Accepting a Revision Order
Split an Order
Appointments
Viewing Appointments
Searching for an Appointment
Results
Details
Order Shipments
Work Orders for Purchase Orders
Work Orders for Order No. Table
Item/Locations Table
Work In Progress Codes Table
Creating Work Orders
Managing Work Orders
Deleting a Work Order
Deleting an Item/Locations Combination
Adding a WIP Code
Viewing Work Orders
Deleting a WIP Code
Deal Summary
Order Discounts
View Replenishment Orders
Inventory Management
Redistribute Items on a Purchase Order
Manage Open To Buy Budgets
Upload/Download Orders from a Spreadsheet
Download from Staging
Upload from Staging
Download from the Application
Upload from a File
View Issues
5
Contracts
Contract Types
Create a Contract
Contract
Contract Header
Totals
Items
Details
Comments
Contract - More Actions Menu
Adding the Total Cost to Type C and D Contracts
Add Items, Costs, and Locations
Add Items to a Contract
Distributing Items of a Contract
Verifying or Editing the Cost of the Items
Editing Unit Costs of Items on a Contract
Contract Distribution
Review and Approve a Contract
Recalculating and Completing the Contract
Parent/Diff Summary
Dates
Contract Approval Process
Submitting a Contract for Approval
Approving a Contract
Manage Contracts
Searching for a Contract
Searching for a Contract Through the Basic Search Criteria
Searching for a Contract Through Advanced Search Criteria
Results
Update a Contract
Editing a Contract
Copying a Contract
Editing the Distribution Quantity on a Contract
View Contract Cost History
Searching the Cost of Items by Contract
Results
View Purchase Orders for Contract
Contract Order List Header
Order Table
Viewing or Editing the Contract Order List
Changing the Status of a Purchase Order
Complete a Contract
Cancel a Contract
Reinstate a Cancelled Contract
Unapprove a Contract
Manage Supplier Availability
6
Deals
Types of Deals
Create a Deal
Add Deal Header Information
Add Bill Back and Financials Details
Add a Component
Add Deal Components
Promotions
Deal Component Types
Add Buy/Get Details
Add Items and Locations
Item/Locations - View Menu and Icons
Add the Item/Locations to a Deal
Delete an Item/Location
Add Thresholds and Discounts
Add the Thresholds of a Deal
Edit the Threshold of a Deal
Delete the Threshold
Create a Purchase Order-specific Deal
Manage Deals
Search for a Deal
Search for a Deal Through the Basic Search Criteria
Search for a Deal Through the Advanced Search Criteria
Results
Deal Search Toolbar
Edit a Deal
View a Deal
Create a Deal
Deal Toolbar
Deal - More Actions Menu
Approve a Deal
Change the Status of a Deal
Submit a Deal
Approve a Deal
Reject a Deal
Close a Deal
Add Comments to a Deal
Deal Performance
View Deal Performance Page
Deal Performance Header
Totals
Periods
Proof of Performance
View/Create/Edit Proof of Performance Page
Proof of Performance Header
Manage Terms
Manage Fulfillment
Manage Referenced Promotions
Add Promotions to a Deal
Delete Deal Promotions
View Threshold Revisions
View Deal Dates
View Deal Dates
Create a Fixed Deal
Create a Fixed Deal
Fixed Deal Header
Merchandise Hierarchy
Add Merchandise Hierarchy
Delete Merchandise Hierarchy
Locations
Create Locations to a Fixed Deal
Delete Locations
Fixed Deal Toolbar
Create from an Existing Deal
Manage Fixed Deals
Manage a Fixed Deal
Search for a Fixed Deal
Search For a Fixed Deal Through the Basic Search Criteria
Search a Fixed Deal Through the Advanced Search Criteria
Results
Fixed Deal Search Toolbar
Edit a Fixed Deal
View a Fixed Deal
Activate/Deactivate a Fixed Deal
Activate a Fixed Deal
Deactivate a Fixed Deal
Delete a Fixed Deal
Proof of Performance
Manage Terms
Manage Fulfillment
Manage Referenced Promotions
Add Promotions to a Fixed Deal
Delete Fixed Deal Promotions
7
Cost
Cost Change by Item
Change Costs by Item
Header
Items
Bracket Details
Add Items to a Cost Change
Mass Update
Add Bracket Details
Cost Change by Location
Header
Items
Locations
Bracket Details
Cost Change by Location Toolbar
Create Cost Changes by Location
Add Items to a Cost Change
Mass Update Items
Add Locations to a Cost Change
Mass Update Locations
Manage Cost Changes
Cost Change Reasons
Add a Cost Change Reason
Update a Cost Change Reason
Delete a Cost Change Reason
Upload Changes
Search for a Cost Change
Search for a Cost Change Through the Basic Search Criteria
Search for a Cost Change Through Advanced Search Criteria
Results
Cost Change Search Toolbar
Update a Cost Change
View a Cost Change
Approve a Cost Change
Submit a Cost Change for Approval
Approve a Cost Change
Reject a Cost Change
Cancel a Cost Change
Upload/Download Cost Changes from a Spreadsheet
Download from Staging
Upload from Staging
Download from Merchandising
Upload from a File
View Issues
8
Price
View Price Change History
Manage Competitive Pricing
Manage Competitors, Competitor Stores, and Shoppers
Manage Competitive Prices and History
Manage Competitor Price History
Searching for a Competitor Price
Editing a Competitor Price
Request a Competitive Shop
Create a Competitive Shop List
Manage Coupons
Create a Coupon
Add Store Criteria
Add Merchandise Criteria
Update Coupons
Search for a Coupon
Create a Coupon from an Existing Coupon
Editing a Coupon
Coupon Resequence
Manage Customer Segments
9
Inventory
View Inventory
View Inventory by Location
Sales/Issues by Location
Unavailable Inventory
Sellable Pack Inquiry
Transfers
Create a Transfer
Transfer Header
Transfer Details
Add a Work Order
Define Item Packaging
Define Item Transformations
Manage Up Charges
Manage Transfers
Search for a Transfer
Create a Transfer from Existing
Edit a Transfer
Ship a Transfer
Close a Transfer
Mass Return Transfers
Create a Mass Return
Create with an RTV
Add Items
Add Locations
Mass Return Transfer - More Actions Menu
Manage Mass Return Transfers
Search for Mass Return Transfer
Edit an MRT
Mass Update
Advanced Delete
Edit Locations on the Mass Return Transfer
Appointments
View Appointments
Search for an Appointment
Search for an Appointment Through the Basic Search Criteria
Search for an Appointment Through the Advanced Search Criteria
Results
Details
Return to Vendor
Create a Return to Vendor
Return to Vendor
Supplier Details
Manage Returns To Vendor
Search for an RTV
Edit an RTV
Shipments and Receipts
Ship a Purchase Order
Ship a Transfer
Create a Bill of Lading
Manage Bills of Lading
Receive a Shipment
Search for a Shipment
Receive a Shipment by Item
Receive a Shipment by Carton
Receipt Adjustment by Units
Reconcile Transfers and Allocations
Searching for a Shipment
Stock Order Exceptions
Carton Level Dispositions
Upload Stock Order Reconciliation
Inventory Adjustments
Inventory Status and Adjustment Reasons
Create an Inventory Adjustment by Item
Adjusting Inventory by Item
Editing Location and Adjustment Quantity
Create an Inventory Adjustment by Location
Adding Items and Adjustment Quantities
Editing Items or Quantities
Break Sellable Pack
Product Transformation
Add Items for the Product Transformation
Stock Counts
Schedule a Stock Count
Add Stock Count Schedules
Edit Stock Count Schedule
Request a Stock Count
Add a Merchandise Hierarchy
Add Locations
Rebuild Item List
Manage Stock Counts
Search for a Stock Count
Review and Update Stock Count Results
Review Unit Variances and Accepting Unit Counts
Redistribute Count Results within a Physical Warehouse
Review Value Variances and Accept Value Counts
10
Franchise
Manage Franchise Customers
Add a Franchise Customer Group
Add a Franchise Customer
Update Franchise Customers and Franchise Customer Groups
Delete Franchise Customers and Franchise Customer Groups
Upload Changes
Manage Franchise Costs
Template
Up Charges
Create a Franchise Cost Template
Add Up Charges to a Franchise Cost Template
Manage a Cost Template
Search for a Franchise Cost Template
Edit a Franchise Cost Template
Franchise Cost Relationships
Add Cost Relationships
Edit Cost Relationships
Manage Deal Pass Through
Add a Deal Pass Through Definition
Update a Deal Pass Through Definition
Delete a Deal Pass Through definition
Upload Changes
Franchise Orders
Franchise Order
Items
Items - Actions Menu and Icons
Franchise Order Transfers
Bill to Address
Franchise Order Toolbar
Create a Franchise Order
Add Items to a Franchise Order
Add an Item or Reference Item
Add a Complex Buyer Pack Item
Add a Parent Item
Add an Item List
Manage a Franchise Order
Search for a Franchise Order
Results
Franchise Order Search Toolbar
Edit a Franchise Order
Edit Items on a Franchise Order
Recalculate Franchise Orders
Cancel a Franchise Order
Franchise Return
Return Merchandise Authorization (RMA)
Items
Items - Actions Menu and Icons
Franchise Return Toolbar
Create a Franchise Return
Add Items to a Franchise Return
Manage a Franchise Return
Search for a Franchise Return
Edit a Franchise Return
Cancel a Franchise Return
11
Replenishment
Activating Items on Replenishment
Creating Attributes
Managing Attributes at the Item Level
Managing Attributes at the Item List Level
Replenishment Attributes Window
Header
Source and Lead Times
Method
Review Cycle
Primary Replenishment Pack
Replenishment Attributes Toolbar
Managing Attributes
Searching for a Replenishment Attribute
Searching for a Replenishment Attribute Through the Basic Search Criteria
Searching for a Replenishment Attribute Through Advanced Search Criteria
Results
Result - Actions Menu and Icons
Results - View Menu and Icons
Replenishment Attributes Search Toolbar
Mass Update
Replenishment Attribute History
Replenishment Attribute History Table
Replenishment Attribute History Toolbar
View Replenishment Attribute History
Master Replenishment Attributes
Master Attributes Toolbar
Viewing Master Attributes
Manage Scheduled Updates
Create a Scheduled Update
Manage Scheduled Updates
Searching for a Scheduled Update
Searching for a Scheduled Update Through the Basic Search Criteria
Searching for a Scheduled Update Through Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Scheduled Update Search Toolbar
Review Replenishment Results
Buyer Worksheet
Searching for a Buyer Worksheet
Scaling Constraints
Worksheet Items
Adding an Item to a Buyer Worksheet
Creating a Worksheet Order
Creating a Submitted/Approved Order
Add to Order
Split by Supplier
View Replenishment Results for Purchase Orders
Results for Order
Method
Order Timing
Results
Expected Available Inventory
Due Order
Manage Replenishment Foundation Data
Manage Priority Groups
Priority Groups Table
Adding a Priority Group
Editing a Priority Group
Priority Group Locations
Manage Delivery Slots
Add Delivery Slot
Update Delivery Slot
Delete Delivery Slot
Uploading Changes
Manage Supplier Distribution
Update Supplier Distribution
Uploading Changes
Manage Transit Times
Add Transit Times
Update Transit Times
Delete Transit Times
Uploading Changes
Manage Location and Company Schedules
Location Delivery Schedules Window
Source Delivery Exceptions Window
Location Closings
Company Closings
Supplier Inventory Management
Upload/Download Attributes from Spreadsheet
Download Replenishment Attributes
Download Scheduled Replenishment Updates
Upload Replenishment Attributes
12
Finance
View Transaction Data
Search for a Transaction Through the Basic Search Criteria
Search for a Transaction Through Advanced Search Criteria
Search for a Transaction by Reference Trace ID
Results
View Monthly Stock Ledger
Stock Ledger Search
Search for Stock Ledger Records
Stock Ledger Page
Stock Ledger Toolbar
Download Stock Ledger
Download the Stock Ledger Records
Create an Average Cost Adjustment
Average Cost Adjustment Toolbar
Adjust the Average Cost for an Item/Location
Create a Receiver Cost Adjustment
Receipt Adjustment by Cost Toolbar
Adjust the Unit Cost of an Item
Manage Budgets
Manage Budgeted Shrink Rates
Update a Budgeted Shrink %
Upload Changes
Manage Monthly Budgets
Update Monthly Budget Values
Upload Changes
Manage Financial Administration Data
Manage General Ledger Setup
Add GL Setup Records
Update GL Setup Records
Delete a GL Setup Record
Upload Changes
Manage General Ledger Cross References
Add GL Cross Reference Records
Update GL Cross Reference Records
Delete a GL Cross Reference Record
Uploading Changes
Manage Non-Merchandise Codes
Non-Merchandise Codes and Non-Merchandise Cost Components
Add Non-Merchandise Codes
Update Non-Merchandise Codes
Delete a Non-Merchandise Code
Delete a Cost Component Non-Merchandise Code Association
Upload Changes
Manage Freight and Payment Terms
Add Freight Terms
Update a Freight Term
Delete a Freight Term
Add Payment Terms
Update Payment Terms
Delete a Payment Term
Upload Changes
Manage VAT Codes, Rates, and Regions
Add a VAT Code and Rate
Add a VAT Region
Update a Code or Rate
Delete a VAT Code or Rate
Upload Changes
Manage Org Unit Maintenance
Add an Org Unit
Update Org Units
Delete an Org Unit
Upload Changes
Manage Transfer Entities
Add a Transfer Entity
Add a Transfer Entity Set of Books Relationship
Update a Transfer Entity
Delete a Transfer Entity
Upload Changes
13
Trade Management
Retail Trade Management Product/Solution Summary
Retail Trade Management Solution
Letter of Credit Overview
Letter of Credit Types
Create a Letter of Credit
Letter of Credit Window
Letter of Credit
Partners
Banks
Conditions
Dates
LC Value
Terms
Comments
Letter of Credit Toolbar
Add a Letter of Credit to a Purchase Order
LC Order Selection Header
Associate LCs with Orders Table
Associate LCs with Orders Table - Actions Menu, Icons and Buttons
Associate LCs with Purchase Orders
Create a New LC and Associate LC with Purchase Order
Add a Letter of Credit from a Purchase Order
Manage Letters of Credit
Search for an LC
Search for an LC Through the Basic Search Criteria
Search for an LC Through Advanced Search Criteria
Results
Edit a Letter of Credit
Edit the Exchange Rate
Details
Activity
Amendments
Approve a Letter of Credit
Send Letters of Credit for Confirmation
Search for a Letter of Credit to Send
Results
Send Selected LCs
Send All LCs
Send Amendments
Search for an Amended LC
Results
Send Selected Amended LCs
Send All Amended LCs
Transportation
Transportation
Create a Transportation
Define a Transportation
Item and Quantities
Commercial Invoice
Shipment and Receipt
Freight
Totals
Comments
Transportation - More Actions Menu
Details
Transportation Details Header
Delivery
Packing
License/Visa
Claims
Add a Delivery
Delete a Delivery
Add Packing Information
Edit a Packing Information
Delete Packing Information
Add a License/Visa
Edit a Licence/Visa
Delete a Licence/Visa
Add a Claim
Edit a Claim
Delete a Claim
Shipments
Transportation Shipments Header
Transportation Shipments Table
Add a Shipment
Delete a Shipment
Timelines
Timelines
Timeline Details
Add Timelines
Delete Timelines
Edit Timeline Details
Delete Timeline Details
Items
Transportation Items Table
Add Child Items
Delete Child Items
Create a Transportation by Order
Create Transportation by Order Header
Details
Create Transportation by Order - More Actions Menu
Create a Transportation by Order
Add Items
Edit Items
Delete Items
Manage Transportation
Search for a Transportation
Search for a Transportation Through the Basic Search Criteria
Search for a Transportation Through Advanced Search Criteria
Results
Mark a Transportation Record as a Candidate
Manage Transportation by Order
Search for a Transportation by Order
Mass Update
Finalize Transportation
Transportation Selection
Assign Values
Finalize Transportation Toolbar
Finalize Transportation Records
Customs Entry
Create a Customs Entry
Define/Enter a Customs Entry
Customs Entry Header
Details
Comments
Customs Entry Toolbar
Forms and Protests
CE Forms and Protests Header
Forms Table
Protests Table
CE Forms and Protests Toolbar
Add Forms
Edit Forms
Add Protests
Edit Protests
Timelines
Timelines
Timeline Details
Customs Entry Timelines Toolbar
Add a Timeline to a Customs Entry
Delete Timelines from a Customs Entry
Edit Timeline Details of a Customs Entry
Delete Timeline Details from a Customs Entry
Custom Entry Details
Custom Entry Details Header
Custom Entry Details Toolbar
Shipments
Order/Items
Customs Entry Charges
Add Charges to Order/Items
Licence/Visa
CE Licence/Visa Header
CE Licence/Visa Table
CE Licence/Visa Toolbar
Add a Licence or a Visa to a Customs Entry
Edit a Licence or Visa for a Customs Entry
Delete a Licence/Visa from a Customs Entry
Missing Documents
Missing Documents Header
Missing Documents Table
Missing Documents Toolbar
Add a Missing Document
Delete a Missing Document
Manage Customs Entries
Search for a Customs Entry
Search for a Customs Entry Through the Basic Search Criteria
Search for a Customs Entry Through Advanced Search Criteria
Results
Edit a Customs Entry
Download a Customs Entry to a Broker
Allocate Customs Entry Charges to Actual Landed Cost
Confirm a Customs Entry
Manage Shipments
Edit Shipments of a Customs Entry
Delete Shipments from a Customs Entry
Mange Order/Items
Edit Order/Item of a Customs Entry
Delete Order/Item from a Customs Entry
Edit Charges of Order/Items
Delete Charges from Order/Items
View BOLs/Containers
Obligation Overview
Create an Obligation
Define/Enter an Obligation
Invoice and Payment
Comments
Components
Locations
Obligations Toolbar
Add a Component to an Obligation
Edit a Component of an Obligation
Delete a Component from an Obligation
Add a Location to a Component
Delete a Location from a Component
Delete an Obligation
Manage Obligations
Search for an Obligation
Search for an Obligation Through the Basic Search Criteria
Search for an Obligation Through Advanced Search Criteria
Results
Actual Landed Cost
Review Actual Landed Cost
Search for Order/Items
Search for Order/Items Through the Basic Search Criteria
Search for Order/Items Through Advanced Search Criteria
Results
Compare Estimates to Actuals
ALC Window
ALC Header
Estimates with no Actuals
Estimates Backed Out During ALC Finalization
Values Included in ALC by Direct Nomination
Transportation Shipments
Transportation Shipments - Actions Menu, Icons and Button
Shipment Detail
Transportation Related Obligations/Entries
Transportation Related Obligations/Entries - Actions Menu, Icons and Button
Non-Transportation Related Obligations
Non-Transportation Related Obligations - Actions Menu, Icons and Button
ALC Components
ALC Components Header
Components Table
Locations Table
View ALC Components
Review ALC Allocation Errors
Finalize Actual Landed Cost
Search for Orders or Order/Shipments
Results
Results - Actions Menu and Icons
Finalize the Actual Landed Costs
Manage Import Foundation Data
Cost Zones
Outside Locations
Manage Entry Status and Types
Add an Entry Status or Type
Update an Entry Status or Type
Deleting an Entry Status or Type
Uploading Changes
Freight Sizes and Types
Add a Freight Size or Type
Update a Freight Size or Type
Deleting a Freight Size or Type
Uploading Changes
Standard Carrier Alpha Codes
Add a Standard Carrier Alpha Code
Update a Standard Carrier Alpha Code
Deleting a Standard Carrier Alpha Code
Uploading Changes
Harmony Tariff Schedule Setup
Harmony Tariff Schedule Definition
14
Application Administration
System Options
System
Financials
Foundation
Functional
Inventory
Replenishment
Shipment
Transfers and Returns to Vendor
Allocation
Sales and Returns
Stock Counts
Localization
Procurement
Data Retention
RTM
Security
Integration
System Options Toolbar
Report Options
Cross Report Option
Cumulative Markon Variance Report
Early/Late Shipments Report
Inactive Items and Inactive Item Locations Report
Incomplete Items Report
Inventory Variance to Forecast Report
Late Posted Transactions Report
Negative Inventory Report
Order Alerts Report
Orders Pending Approval Report
Overdue Shipments Report
Shrinkage Variance Report
Stock Count Unit Variance Report
Stock Count Value Variance Report
Stock Counts Missing Report
Stock Orders Pending Close Report
Transfers Pending Approval Report
Unexpected Inventory Report
WAC Variance Report
Report Options Toolbar
Translate Data
Translate Multiple Entities
Translations
Translate a Single Entity
Add a Translation
Edit a Translation
Asynchronous Job Log
Search for an Asynchronous Job
Search for an Asynchronous Job Log Through the Basic Search Criteria
Search for an Asynchronous Job Through Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Details
Details - Actions Menu and Icons
Details - View Menu and Icons
Asynchronous Job Log Toolbar
Cost Event Search
Search for a Cost Event
Search for a Cost Event Through the Basic Search Criteria
Search for a Cost Event Through Advanced Search Criteria
Results
Results - Actions Menu and Icons
Results - View Menu and Icons
Cost Event Search Toolbar
Cost Event Window
Event Details
Event Details - Actions Menu and Icons
Event Details - View Menu and Icons
Threads
Threads - Actions Menu and Icons
Threads - View Menu and Icons
Audit
Audit - Actions Menu and Icons
Audit - View Menu and Icons
Cost Event Toolbar
Item Supplier Country Locations per Thread
Item Supplier Locations per Thread - Actions Menu and Icons
Item Supplier Locations per Thread - View Menu and Icons
Edit a Cost Event
Custom Flex Attributes
Header
Attributes
Attributes - Actions Menu and Icons
Attributes - View Menu and Icons
Labels
Labels - Actions Menu and Icons
Labels - View Menu and Icons
Custom Flex Attributes Toolbar
Add Attributes
Edit Attributes
Add Labels
Custom Flex Attributes Display
Header
Attribute Sections
Custom Flex Attributes Display Toolbar
15
Pricing
Pricing Foundation Data
Review Status
Table
Data Loading Status Toolbar
Download Blank Template
Configure Zones
Add New Stores or Warehouses
Empty Zones
Zone Maintenance
Create Price Zone Groups
Manage Zone Groups
Assign to Hierarchies
Use Rounding Rules
Manage Rounding Rules
Configure Price Events and Defaults
System Options
System Defaults
Configure Clearance Cadence Templates
Add Clearance Cadence Templates
Edit Clearance Cadence Templates
Delete Clearance Cadence Templates
Price Change
Best Practices
Emergency Price Events
Conflict Checking
Future Retail
Create a Price Change
Add Items
Add Locations
Add Price Change Attributes
Review, Submit and Approve
Review and Resolve Conflicts
Use Quick Create
Manage Price Changes
Search for a Price Change Group
Modify a Price Change
Delete a Price Change
Upload/Download from Spreadsheet
Upload from a Spreadsheet
Download Price Changes
View Issues
Price Inquiry
Clearance
Best Practices
Emergency Price Events
Create a Clearance Markdown
Add Items
Add Locations
Add Markdown
Review, Submit and Approve
Review and Resolve Conflicts
Add Additional Markdowns to an Item
Add Additional Markdowns to a Location
Use Quick Create
Reset an Item on Clearance
Add a Clearance Reset using the Reset Wizard
Reset an Item in an Existing Clearance Group
Manage Clearance Markdowns and Resets
Search for a Clearance Group
Modify a Markdown or Reset
Delete a Markdown or Reset
Update Clearance Status for one or more Clearances
Upload/Download from Spreadsheet
Download Clearances
Upload from a Spreadsheet
View Issues
Promotions
Emergency Offers
Create Promotions and Offers
Add Offer Details
Item Level Offers
Transaction Level Offers
Add Locations
Create an Offer from Existing
Manage Promotions
Search for a Promotion
Edit Offers
Cancel Offers
Delete Offers
Manage Campaigns
Upload/Download from Spreadsheet
Download Promotions
Upload from a Spreadsheet
View Issues
A
Glossary