| Oracle® Retail Enterprise Inventory Cloud Service User Guide Release 18.0 F13734-03 |
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| Oracle® Retail Enterprise Inventory Cloud Service User Guide Release 18.0 F13734-03 |
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The Operations chapter covers functionality found within the Operations menu of EICS. Features include:
Within the system, product groups are used to group items in order to perform various actions on them. Merchandising system are constantly adding, editing, and removing items to be sold. Creating groups of products based on attributes of an item is an efficient way of automatically including or excluding changed items when repeatable transaction are created. Product groups can be comprised of entire areas of the merchandise hierarchy (for example, an entire subclass) or can be simply a group of individual and unrelated items. A scheduling tool can then be used to extract the items for further processing at set intervals. Product groups are used by various functional areas.
This is the Product Groups Screen which is accessed by selecting Product Group from within the Operations menu. It lists all types of Product groups that are created in the system, fields include ID (system generated), description, type and store. From this screen you can filter down the list.
Selecting a product group displays the details in the detail portion of the screen (see below). From there the details can be viewed or edited. Unit and Amount product groups that are attached to schedules can only be edited if the [(start date - today) >= stock count lockout days].
New product groups can be created by selecting the 'New' menu option. Product Groups can be created and maintained for Unit, Unit and Amount, Problem Line and Shelf Replenishment types. Each type has unique attributes and functionality. Deleting of a product group is also possible (assuming proper permissions) by selecting the group and choosing the delete option. Product groups which are attached to schedules cannot be deleted.
This is the Product Groups Screen with focus on the Detail section. New product groups can be created by selecting the 'New' menu option. Each type has unique attributes that are required which will drive different functionality. Once all the appropriate attributes have been added for the product group, the product group can be saved and it will be available in the Product Group Component dialog to assign components.
Common fields for all product group types include:
Type - type of product group. Defined at time of creation.
Unit, Unit and Amount, Problem Line and Shelf Replenishment
Types dependent upon data permissions
Description - entry field to describe the product group.
Store - User's Store (single store) or All Stores. All Stores is only displayed if All Stores permission exists.
User's store (single store) - Product Group is only available to that store
All Stores - Product Group is available for all users that have the All Stores permission at all/any store
This is the Product Groups Screen with focus on the Detail section for a Unit type product group. Specific fields pertaining to Unit, Unit and Amount, and Problem Line Stock Counts include:
Variance SUOM
Variance is defined in terms of SUOM (standard unit of measure). It is used to determine if an item is discrepant on the stock count. The system compares the total SOH inventory level with the quantity entered on the count by you.
An item is discrepant if it deviates + or - over or equal to the Variance SUOM unless the variance SUOM is 0. If the variance is 0 and the count equals the SOH then the item is not discrepant.
Used for Unit, Unit and Amount and Problem Line stock counts.
A blank value means that it will not be used to determine discrepancies. Can only be blank if the variance % or variance value have a value.
A value of 0 means that the item cannot be discrepant at all and the exact quantity must be counted.
Variance %
Variance is defined in terms of percentage. An item is discrepant if it deviates + or - over or equal to the Variance % unless the variance % is 0. If the variance is 0 and the count equals the SOH then the item is not discrepant.
Used for Unit, Unit and Amount and Problem Line stock counts.
A blank value means that it will not be used to determine discrepancies. Can only be blank if the variance SUOM or variance value have a value.
A value of 0 means that the item cannot be discrepant at all and the exact quantity must be counted.
Variance Value
This will be a cash amount that will be compared to the number of discrepant units x current retail price of the item. If the calculated value exceeds the Variance Value, then the item would be considered discrepant.
Only Unit and Amount types.
A blank value means that it will not be used to determine discrepancies. Can only be blank if the variance % or variance SUOM have a value.
A value of 0 means that the item cannot be discrepant at all and the exact quantity must be counted.
Counting Method - method of counting
Guided - system will guide you through the items on the stock count when counting.
If the store does not sequence items (Display Sequence fields store parameter), the Guided option will not be available
Unguided - system does not guide you through the items on the stock count.
Third Party
Must have Third Party data permission
Hierarchy Breakdown - used to determine if the system should break down the stock count into multiple child stock counts.
None - stock count will not be broken down.
Location - master count with child counts grouped by location.
Department - master count with child counts grouped by department.
Class - master count with child counts grouped by class.
Sub-class - master count with child counts grouped by sub-class.
Re-count Discrepancies - defines whether a recount should be done for discrepant items.
Unchecked and disabled when the counting method is Third Party.
Auto Authorize - if checked the stock count will be automatically authorized and there will not be a manual authorization stage.
Item Status - status of items to include on the product group.
Only enabled for Unit types
Must have at least one status checked
Statuses
Active
Inactive
Discontinued
Deleted
Unit - Active, Inactive and Discontinued checked
All statuses enabled
Unit and Amount - Active, Inactive, Discontinued, and Deleted checked
All statuses disabled
Problem Line - Active, Inactive and Discontinued checked
All statuses disabled
Stock on Hand - used to determine what inventory state of items will be put on the stock count.
Values
SOH = 0
SOH > 0
SOH < 0
Unit
SOH = 0, SOH > 0, SOH < 0 checked and all enabled
Unit and Amount
SOH = 0, SOH > 0, SOH < 0 checked and all disabled
Problem Line
SOH = 0 and SOH > 0 checked and disabled
SOH < 0 checked and enabled
This value must be checked if none of the Problem Line criteria are checked
This is the Product Groups Screen with focus on the Detail section for a Problem Line type product group. Note that problem line product groups have additional attributes that are noted in the section above, however these three fields are specific only to Problem Line product Groups.
Actual Shelf Repl Amount less than Suggested - If checked, the item will be added to the problem line count if the actual amount on the shelf replenishment pick list is less than that of what was suggested.
Actual Customer Order Pick Amount less than Suggested - If checked, the item will be added to the problem line count if the actual pick amount for customer order entered for the item on the pick list was less than the suggested system pick amount.
Negative Available Inventory - If checked, the item will be added to the problem line stock count if the item has negative available inventory.
UIN Discrepancies - If checked, the item will be added to the problem line stock count if the item has UIN discrepancies.
This is the Product Groups Screen with focus on the Detail section for a Shelf Replenishment type product group. The attributes specific to Shelf Replenishment includes:
Auto-Replenishment - indicates whether the product group items will be adjusted during the nightly batch.
Once the product group is scheduled (if this is checked), complete the shop floor function of the end of the day batch will run nightly and adjust for the product groups which have been scheduled for that time.
If unchecked, no auto replenishment will run.
Diff Type - indicates the diff that will be used for the Display shelf replenishment method.
Values: Diff1, Diff2, Diff3, Diff4
This figure shows the Product Group Components screen. It is accessed by selecting Product Group Component under the Operations menu. The screen consists of two parts. The top part lists of all product groups in the system. The bottom part displays the component details for the selected product group in the top part. Product Groups are created in the Product Groups dialog, see above. Initially after a product group is first created there are no components assigned and the bottom part will be blank, until components get added.
The Recommended # of Items field will display the maximum number of items allowed for the type of product group selected. This field always displays and is pre-populated based on either the system option associated with the product group. Note that the items on the product group may still exceed this value, it is just a recommendation and will also be used at the time of generation/extraction when doing the UI break down.
The Total # of Items in Group field will display the estimated number of items in the group based on the criteria selected. This estimate includes the number of ranged transaction level items added. It does not take into account other factors such as status, stock on hand, pack breakdown, and so on. When the actual extraction happens, these factors will be taken into account.
You can select components on the screen using various selection criteria. You can create a combination of items and/or hierarchies for a group.
Item - Unit, Problem Line and Shelf Replenishment
Hierarchy (Department / Class /Sub-class) - Unit, Unit and Amount, Problem Line and Shelf Replenishment
All Departments - Unit, Unit and Amount, Problem Line
All Departments get added to the product group
Cannot be used in conjunction with any other component type
Supplier - Unit, Problem Line and Shelf Replenishment
Items for the supplier will be added to the product group including non-ranged and 'Q' status items.
Style - Unit, Problem Line and Shelf Replenishment
All child level items (transaction level = item level) for the entered item are added. Non-ranged and 'Q' status items included.
Product Group Schedules (List)
The Product Group Schedules (list) screen displays a list of product groups which have been scheduled. It is accessed by selecting Product Group Scheduler from the Operation menu. All product groups appear in the list and you can filter the list down further if necessary. Fields include a system generated ID, description, (product) group, next date the schedule is supposed to take place, final date of the schedule, status and store which will display the store it was created for or 'multiple' if for more than one store.
Product group schedules can be deleted (assuming proper permissions). If a schedule is deleted that has a stock count created which is in 'new' status, the stock count will also be deleted. If a stock count exists, but it is not in 'new' status, the stock count will remain and only delete the schedule.
Selecting a schedule will navigate into the details for the schedule on the Product Group Schedule Detail screen. By choosing the create icon, you navigate to the Product Group Schedule Detail screen to create a new product group schedule.
This is the Product Group Schedule Detail screen which is accessed by either creating a new product group schedule or selecting an existing product group schedule from the Product Group Schedules screen. The product group schedule will be editable for all 'open' status product groups with one exception for unit and amount types. Unit and Amount Schedules can be edited if they are 'open' and the [(Start Date - Today) >= Stock Count Lockout Days].
This screen allows you to schedule specific types of product groups. The type of Product groups that can be scheduled are Unit, Unit and Amount, Problem line, and Shelf Replenishment. Once a type is selected different fields for the schedule will be applicable.
The product group can be scheduled for a date range. For Unit, Problem Line and Shelf Replenishment the start date must be > = today and the end date must be > = start date. For Unit and Amount the start date must be > = today + Stock Count Lockout Days and the end date is set to that of the start date and is not editable.
The schedule portion of the screen allows to setup when the schedule should occur. It can be scheduled daily, weekly, monthly, and yearly as applicable. This portion is only allowed for Unit and Shelf Replenishment types. Note that caution needs to be taken when creating schedules as there may be situations where a schedule may not be always applicable. For example a schedule that starts Jan 1 through Dec 31 that is to occur every month on the 31st of the month is not applicable in all months, February has 28 days, April has 30 days, and so on. In this case those months will not have anything generated by the batch.
Lastly, a store or stores needs to be assigned to the schedule. If the Product Group was created for a single store, the available locations list is restricted to the single store the product group was created for. If the Product Group was created for 'All Stores', the available locations lists all available locations that you have privileges for.
Once a product group schedule has been saved the system may execute the processing to generate the transaction (that is, stock count) if it was scheduled for today.
The Report screen is used to generate a pdf report for a specific transaction ID that can be printed from a pdf viewer (not supplied by Oracle). The list of reports that you can download depends on the data permission (Report Type) assigned. You can select a report type and enter the transaction ID for the report to be downloaded. A report request is sent to the server and the report gets downloaded to the default 'Downloads' folder set up by you.
The Report screen will be accessed via the menu: Operations-Report. You must have 'Access Reports' security permission to access this screen.
List of Reports and Data Permissions:
The following table lists the Report Names and the data permission that is required to be able to download the report.
Table 5-1 Report Data Permissions
| Report Name | Data Permission |
|---|---|
|
Customer Order |
Customer Order |
|
Customer Order Bin Label |
Customer Order Bin Label |
|
Customer Order Delivery |
Customer Order Delivery |
|
Customer Order BOL |
Customer Order BOL |
|
Customer Order Pick |
Customer Order Pick |
|
Customer Order Pick Discrepancy |
Customer Order Pick Discrepancy |
|
Customer Order Reverse Pick |
Customer Order Reverse Pick |
|
Direct Delivery AGSN |
Direct Delivery AGSN |
|
Direct Delivery Label |
Direct Delivery Label |
|
Direct Delivery |
Direct Delivery |
|
Direct Delivery Discrepant Item |
Direct Delivery Discrepant Item |
|
Inventory Adjustment |
Inventory Adjustment |
|
Inventory Adjustment AGSN |
Inventory Adjustment AGSN |
|
Item Detail |
Item Detail |
|
Purchase Order |
Purchase Order |
|
RTV |
RTV |
|
RTV Shipment |
RTV Shipment |
|
RTV Shipment BOL |
RTV Shipment BOL |
|
RTV Shipment Container |
RTV Shipment Container |
|
RTV Shipping Label |
RTV Shipping Label |
|
Scan List |
Scan List |
|
Shelf Adjustment |
Shelf Adjustment |
|
Shelf Replenishment |
Shelf Replenishment |
|
Stock Count Allocation |
Stock Count Allocation |
|
Stock Count Detail |
Stock Count Detail |
|
Stock Count Export |
Stock Count Export |
|
Stock Count Rejected Item |
Stock Count Rejected Item |
|
Store Order |
Store Order |
|
Transfer |
Transfer |
|
Transfer Receiving |
Transfer Receiving |
|
Transfer Receiving AGSN |
Transfer Receiving AGSN |
|
Transfer Receiving Exception |
Transfer Receiving Exception |
|
Transfer Receiving Label |
Transfer Receiving Label |
|
Transfer Shipment |
Transfer Shipment |
|
Transfer Shipment BOL |
Transfer Shipment BOL |
|
Transfer Shipment Container |
Transfer Shipment Container |
|
Transfer Shipping Label |
Transfer Shipping Label |
