Edit a Segment Group

You can edit and delete segment groups, segments, and segment criteria.

Edit the Segment Group

You can duplicate, edit, and delete a segment group.

You can delete the segment group only if it's not associated with a policy assignment set or a plan for the work area.

The changes you can make to the segment group are limited. You can't change the name or source system for the segment group, and you can't change its granularity by adding or deleting dimensions.

Follow these steps to edit the segment group:

1. On the Tasks panel tab, under Plan Inputs, select Manage Segment Groups and Criteria.

   The Manage Segment Groups and Criteria page opens.

2. Search for the segment group that you want to edit.

3. Select the segment group, and click Actions > Edit.

   The Edit Segment Group page opens.

4. Change the description and simulation set as required.

   If you plan to simulate changes to the same item attributes at the segment group and plan levels, preferably, use the same simulation set in both cases.

5. In Catalog, select the catalog from Oracle Fusion Cloud Product Lifecycle Management from which you want to use categories while specifying the attributes for Product dimension-based criteria of segments in the group.

   If you previously selected a catalog and used one of its categories while setting up a Product dimension-based criterion, the list is grayed out.

6. Click Save.

Edit the Segments

You can add, duplicate, and delete segments and change their names, descriptions, and ranks.

In the Replenishment Planning work area, you can delete segments only if the segment group isn't associated with a policy assignment set or replenishment plan. In the Supply Planning work area, you can delete the segment group only if it's not associated with a policy assignment set or supply plan. In the Sales and Operations Planning work area, you can delete the segment group only if it's not associated with a plan.

If you change the rank of a segment, you may change how combinations are assigned to segments after you run segmentation again. During segmentation, if a combination meets the criteria for more than one segment, the combination is assigned to the segment with the lower rank.

Edit the Segment Criteria

You can add, edit, and delete criteria for a segment.

For dimension-based criteria, you can change the attributes, operators, and values. For measure-based criteria, you can change the plans, measure evaluation tables, measures, operators, and values.

Depending on the operator used for a criterion, you can change the values under From Value, To Value, or both.

If you change the value under Group for the criterion, you may affect the segmentation result. During segmentation, those criteria with the same whole number are processed with the AND operator. Then, the resulting criteria are processed with the OR operator.