3 Merchandising BI Publisher Reports

This chapter describes the steps to view the Merchandising Business Intelligence (BI) Publisher reports by accessing Reports from the Tasks menu in the Oracle Retail Merchandising System (RMS) application.

Depending on the report, you can use prompts to select report Parameters.
- Some prompts allow you to filter the report contents and limit the information in the report. For example, you can filter on Dept or Item to filter the content of the Pick List report.
- Some reports require a parameter, such as a letter of credit ID.
- Some reports require no parameters, and no prompts are displayed.
- Select values as needed from the list for the prompts displayed.
Select the report output you may want to view.
- HTML (default, Web page format)
- PDF (Adobe Acrobat Portable Document Format)
- RTF (Rich Text Format, used by Microsoft Word and other programs)
- Excel (Microsoft Excel format)
- PowerPoint (Microsoft PowerPoint format)
- CSV (comma-separated values file)
- Data (XML)
Click View. The report is displayed in Oracle BI Publisher.

(If you select another output format, you have the option to save the report to disk. You can also open the report with another program, such as Microsoft Excel).
Close the browser window when you are finish viewing, printing, or saving the report.

The Merchandising BI Publisher reports are as follows:

Daily Purge Report
Mass Item Change Rejection
Cost Change Conflicts
Franchise Item Catalog
Orders
- Order Details
- Open Orders
- Open to Buy Summary
- Order Redistribution
- Supplier Compliance Order Summary
Inventory
- Transfer Details
- Open Stock Orders
- Bill of Lading Manifest
- Stock Order Pick List
- Inbound Purchase Orders
- Inventory Adjustments
- Missing Stocktake Results
- Stock Count Worksheet
- Off Retail Sales
Import Management
- HTS Mass Update Impact
- Letter of Credit Details
- Letter of Credit Amendments
Finance
- Financial Transaction Data
- Fixed Deal Transaction Data
- Division Year End Valuation
- Department Year End Valuation

Daily Purge Report

A regularly scheduled batch program deletes records that you have marked for deletion. Some records may not be deleted if the system determines that the record is still in use in Merchandising. If an item is marked for deletion the dlyprg.pc program checks that the item was not put on order later in the day. If the relations are found to exist, a record is written to an error table (DAILY_PURGE_ERROR_LOG).

Viewing Daily Purge Report

To view the daily purge report:

From the Tasks menu, select Reports > Daily Purge. The Daily Purge Report window appears.

Figure 3-1 Daily Purge Report

Mass Item Change Rejection Report

You can enter a request in Merchandising to make the same change to multiple items. The Mass Item Change Rejection report lists those changes that are rejected by the system and why the request could not be completed.

Viewing Mass Item Change Rejection Report

To view the mass item change rejection report:

From the Tasks menu, select Reports > Mass Item Change Rejection. The Mass Item Change Rejection Report window appears.

Figure 3-2 Mass Item Change Rejection Report

Cost Change Conflicts Report

The Cost Change Conflicts report identifies any conflicting cost changes that are entered into the system.

Viewing Cost Change Conflicts Report

To view the cost change conflicts report:

From the Tasks menu, select Reports > Cost Change Conflicts. The Cost Change Conflicts Report window appears.

Figure 3-3 Cost Change Conflicts Report

Franchise Item Catalog Report

The Franchise Item Catalog report lists the items available for sale to wholesale stores, showing the current cost and suggested retail for each item.

Viewing Franchise Item Catalog Report

To view the franchise item catalog report:

From the Tasks menu, select Reports > Franchise Item Catalog. The Franchise Item Catalog Report window appears.

Figure 3-4 Franchise Item Catalog Report

Orders Report

The Orders report are as follows:

Order Details
Open Orders
Open to Buy Summary
Order Redistribution
Supplier Compliance Order Summary

Order Details Report

The Order Details report displays the details of a given purchase order.

Viewing Order Details Report

To view the order details report:

From the Tasks menu, select Reports > Orders > Order Details. The Order Details Report window appears.

Figure 3-5 Order Details Report

Open Orders Report

The Open Orders report shows details about purchase orders that are not fully received.

Viewing Open Orders Report

To view the open orders report:

From the Tasks menu, select Reports > Orders > Open Orders. The Open Orders Report window appears.

Figure 3-6 Open Orders Report

Open to Buy Summary Report

The Open to Buy Summary report shows open-to-buy and related information by week for a selected department, class, or subclass for a selected time period.

Viewing Open to Buy Summary Report

To view the open to buy summary report:

From the Tasks menu, select Reports > Orders > Open to Buy Summary. The Open to Buy Summary Report window appears.

Figure 3-7 Open to Buy Summary Report

Order Redistribution Report

The Order Redistribution report shows open-to-buy and related information by week for a selected department, class, or subclass for a selected time period.

Viewing Order Redistribution Report

To view the order distribution report:

From the Tasks menu, select Reports > Orders > Order Redistribution. The Order Redistribution Report window appears.

Figure 3-8 Order Redistribution Report

Supplier Compliance Order Summary Report

The Supplier Compliance Order Summary report shows open-to-buy and related information by week for a selected department, class, or subclass for a selected time period.

Viewing Supplier Compliance Order Summary Report

To view the supplier compliance order summary report:

From the Tasks menu, select Reports > Orders > Supplier Compliance Order Summary. The Supplier Compliance Order Summary Report window appears.

Figure 3-9 Supplier Compliance Order Summary Report

Inventory Report

The Inventory report are as follows:

Transfer Details
Open Stock Orders
Bill of Lading Manifest
Stock Order Pick List
Inbound Purchase Orders
Inventory Adjustments
Missing Stocktake Results
Stock Count Worksheet
Off Retail Sales

Transfer Details Report

The Transfer Details report displays the details the details of a given transfer.

Viewing Transfer Details Report

To view the transfer details report:

From the Tasks menu, select Reports > Inventory > Transfer Details. The Transfer Details Report window appears.

Figure 3-10 Transfer Details Report

Open Stock Orders Report

The Open Stock Orders report shows information about open transfers and allocations that have been shipped. Optionally, the report can include information about transfers and allocations that have been approved but not yet shipped.

Viewing Open Stock Orders Report

To view the open stock orders report:

From the Tasks menu, select Reports > Inventory > Open Stock Orders. The Open Stock Orders Report window appears.

Figure 3-11 Open Stock Orders Report

Bill of Lading Manifest Report

The Bill of Lading Manifest report displays relevant information for each item on a bill of lading, such as the quantity, unit cost, and unit retail price for each item.

Viewing Bill of Lading Manifest Report

To view the bill of lading manifest report:

From the Tasks menu, select Reports > Inventory > Bill of Lading Manifest. The Bill of Lading Manifest Report window appears.

Figure 3-12 Bill of Lading Manifest Report

Stock Order Pick List Report

The Stock Order Pick List report shows items and quantities to be picked in the specified warehouse for outbound transfers and allocations.

Viewing Stock Order Pick List Report

To view the stock order pick list report:

From the Tasks menu, select Reports > Inventory > Stock Order Pick List. The Stock Order Pick List Report window appears.

Figure 3-13 Stock Order Pick List Report

Inbound Purchase Orders Report

The Inbound Purchase Orders report shows details about inbound purchase order shipments for a specified time range and location. The warehouse can use this report along with the Open PO report to aid in creating schedules.

Viewing Inbound Purchase Orders Report

To view the inbound purchase orders report:

From the Tasks menu, select Reports > Inventory > Inbound Purchase Orders. The Inbound Purchase Orders Report window appears.

Figure 3-14 Inbound Purchase Orders Report

Inventory Adjustments Report

The Inventory Adjustments report displays items that exceed the unit, cost, or retail stocktake variance system settings.

Viewing Inventory Adjustment Report

To view the inventory adjustments report:

From the Tasks menu, select Reports > Inventory > Inventory Adjustments. The Inventory Adjustments Report window appears.

Figure 3-15 Inventory Adjustments Report

Missing Stocktake Results Report

The Missing Stocktake Results report identifies the locations where a stock count is scheduled for the current week but for which stock count data has not yet been entered into the system.

Viewing Missing Stocktake Results Report

To view the missing stocktake results report:

From the Tasks menu, select Reports > Inventory > Missing Stocktake Results. The Missing Stocktake Results Report window appears.

Figure 3-16 Missing Stocktake Results Report

Stock Count Worksheet Report

The Stock Count Worksheet report lists the items that are to be counted at a location on a specified date. You can enter the results of the physical count next to each item on the worksheet.

Viewing Stock Count Worksheet Report

To view the stock count worksheet report:

From the Tasks menu, select Reports > Inventory > Stock Count Worksheet. The Stock Count Worksheet Report window appears.

Figure 3-17 Stock Count Worksheet Report

Off Retail Sales Report

The Off Retail Sales report lists the items that are sold at an unexpected retail price. The report provides the date, type of discount, expected retail price, and the retail price actually charged at the point of sale.

Viewing Off Retail Sales Report

To view the off retail sales report:

From the Tasks menu, select Reports > Inventory > Off Retail Sales. The Off Retail Sales Report window appears.

Figure 3-18 Off Retail Sales Report

Import Management Report

The Import Management report are as follows:

HTS Mass Update Impact
Letter of Credit Details
Letter of Credit Amendments

HTS Mass Update Impact Report

The HTS Mass Update Impact report lists the items and purchase order/items that were affected by a change in the harmonized tariff schedule.

Viewing HTS Mass Update Impact Report

To view the HTS mass update impact report:

From the Tasks menu, select Reports > Import Management > HTS Mass Update Impact. The HTS Mass Update Impact Report window appears.

Figure 3-19 HTS Mass Update Impact Report

Letter of Credit Details Report

The Letter of Credit Details report displays the details of a given letter of credit.

Viewing Letter of Credit Details Report

To view the letter of credit details report:

From the Tasks menu, select Reports > Import Management > Letter of Credit Details. The Letter of Credit Details Report window appears.

Figure 3-20 Letter of Credit Details Report

Letter of Credit Amendments Report

The Letter of Credit Amendments report displays the details of amendments made to a given letter of credit.

Viewing Letter of Credit Amendments Report

To view the letter of credit amendments report:

From the Tasks menu, select Reports > Import Management > Letter of Credit Amendments. The Letter of Credit Amendments Report window appears.

Figure 3-21 Letter of Credit Amendments

Finance Report

The Finance report are as follows:

Financial Transaction Data
Fixed Deal Transaction Data
Department Year End Valuation

Financial Transaction Data Report

The Financial Transactional Data report shows the transaction history of the accounting entry detail by item and location.

Viewing Financial Transaction Data Report

To view the financial transaction data report:

From the Tasks menu, select Reports > Finance > Financial Transaction Data. The Financial Transaction Data Report window appears.

Figure 3-22 Financial Transaction Data Report

Fixed Deal Transaction Data Report

The Fixed Deal Transaction Data report shows the fixed deal data for accounting entry by deal and supplier.

Viewing Fixed Deal Transaction Data Report

To view the fixed deal transaction data report:

From the Tasks menu, select Reports > Finance > Fixed Deal Transaction Data. The Fixed Transaction Data Report window appears.

Figure 3-23 Fixed Deal Transaction Data Report

Division Year End Valuation Report

The Division Year End Valuation Report shows the inventory valuation for a fiscal year at the location and division level.

Viewing Division Year End Valuation Report

To view the division year end valuation report:

From the Tasks menu, select Reports > Finance > Division Year End Valuation. The Division Year End Valuation Report window appears.

Figure 3-24 Division Year End Valuation Report

Department Year End Valuation Report

The Department Year End Valuation report shows a fiscal year end summary of inventory value by location and department.

Viewing Department Year End Valuation Report

To view the department year end valuation report:

From the Tasks menu, select Reports > Finance > Department Year End Valuation. The Department Year End Valuation Report window appears.

Figure 3-25 Department Year End Valuation Report