Contents

List of Figures

List of Tables

Title and Copyright Information

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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
• Manage Fiscal Document Generation
  • Search for a Transaction by Metric Tiles
  • Search for a Transaction by Query by Example
  • Results

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