A Appendix: Additional Information
This appendix covers the following topics:
Real Time Alerts
Real Time Alerts allow the planner to manage by exception. When dealing with large amounts of data at the Item/Location level, it can be difficult to search for and find items/locations that are performing outside of expectations. Real Time Alerts solve that issue by highlighting the most common issues and presenting them in an actionable format for the planner to resolve. Real Time Alerts help to simplify business processes by focusing the planner's attention on prioritized, value-based activities.
The following real time alerts are defined on the application through configuration. The Buyer/Planner can add additional alerts as needed.
Invalid Definition - Define Label
The alert will activate when the assortment definition does not have a label, start date, or end date with positive duration and/or non-overlapping assortment periods. This alert is used in the Assortment Period Maintenance segment under the Planning Maintenance activity.
Seed Source
The alert will activate when Curve Source Year is not defined prior to selecting the seed source. This alert is used in the Curve Maintenance segment under the planning Maintenance activity.
Product Attribute
The alert will activate when the attribute value assignment is not defined for the placeholder positions created depending on the class eligible attribute selected in the system. This alert is used in the Create Assortment segment under the Planning Services activity.
Carryover Options Minimum
The alert will activate when the Carryover Options Shopped is less than the Target options (Carryover status) defined in the determine # of options in the shopping list. This alert is used in the Create Assortment segment under the Planning Services activity.
New Options Minimum
The alert will activate when the New Options Shopped is less than the Target options (New status) defined in the determine # of options in the shopping list. This alert is used in the Create Assortment segment under the Planning Services activity.
Shop Option
The alert will activate when the Option has been marked as mandatory and has not been considered in the assortment. This alert is used in the Create Assortment segment under the Planning Services activity.
Attribute Mix Difference to Max Target
The alert will activate when the Attribute Mix Total does not match the max target options determined in the Target Mix by Attribute process. This alert is used in the Create Assortment segment under the Planning Services activity.
Fixture Capacity
The alert will activate when the number of Options determined does not satisfy the minimum and maximum fixture capacity. This alert is used in the Create Assortment segment under the Planning Services activity.
Assorted Option
The alert will activate when the Option has been marked as mandatory and has not been considered in the assortment. This alert is used in the Build Wedge segment under the Planning Services activity.
Not Eligible for Mandatory
The alert will activate when the Option has been checked as Mandatory in the Build Wedge process without considering it the Shopping List since the status is blank. This alert is used in the Build Wedge segment under the Planning Services activity.
Option Count Diff
The alert will activate when the total Option Count by attribute is greater than the target Attribute Mix determined in the Target Mix by Attribute process. This alert is used in the Build Wedge segment under the Planning Services activity.
Flow Not Assigned
The alert will activate when the Assorted Option does not have a flow assigned after including in the assortment in the Wedge process. This alert is used in the Build Wedge segment under the Planning Services activity.
Receipts Difference to Sales
The alert will activate when the receipts are less than sales for an option while doing the weekly sales plan. This alert is used in the Build Wedge segment of the AP alone configuration for the Weekly Sales Step under the Planning Services activity.
Inventory Stock Threshold
The alert will activate when current week EOP units falls below Pres Min and Safety Stock (Weeks) measures. This alert is used in the Item Planning and In-season Planning segments.
Immediate Need
The alert will activate when the current week EOP units falls below Lead Time Days for an item/cluster/week. Note that lead time days are converted to week. This alert is used in the In-season Planning segment.
Net On Order
The alert will activate when Net On Order is below MFP. This alert is used in the In-season Planning segment.
Open to Buy
The alert will activate when Open To Buy is below MFP. This alert is used in the In-season Planning segment.
Overage
The alert will activate when WP WOS between current week and current week + WP Lead Time Days is greater than the TGT WOS, and there are non-zero values in Receipt U or On Order U from current week + WP Lead Time Days for an item/cluster/week. This alert is used in the In-season Planning segment.
Alert Navigation
Clicking on the right arrow launches the alert navigation mode. Use this to navigate quickly and easily between the various alerted intersections present in the specified view.
Figure A-1 Alert Navigation
You can see that you are in alert navigation mode, as highlighted in the following figure.
Figure A-2 Alert Navigation Mode
Sometimes, a warning message indicates that the alert hits are invisible. You can check the alert summary to view the alert intersection and make sure that your view reflects the same intersection so that the alerted positions can be highlighted.
Figure A-3 Alert Intersections
Once the alerted intersections are highlighted at the required intersections as specified in the alert summary, you can resolve them one by one.
Figure A-4 Alert Position
Click Next to move to the next selected alert until you resolve all the alerted positions. You can also exit from the alert navigation mode. Click the left or right arrows to move to the next or previous real time alert relative to the currently selected cell in the pivot table.
Figure A-5 Moving Between Alerts
In alert navigation mode, the rows, columns, and pages in the workspace view are restricted to those with the currently selected real time alert. These rows are not dynamically updated. The same rows, columns, and pages remain visible after a calculation changes the data.
You cannot change the view layout or navigate to different view in the alert navigation mode.
Figure A-6 View Layout
You can exit the alert navigation mode by clicking Done. To hide the alerts, deselect the Alert in the Exception list.
Figure A-7 Exit Alert Navigation Mode
Special Filters
Special Filters are used to affect the visible positions in the workspace view. These filters contain special rules, so planners can focus dynamically on the information that is important to them. Hovering over a Special Filter displays information about the filter criteria.
Once the Special Filter is applied, the positions that do not match the criteria are hidden. You can verify positions using EVO to view the positions in the hidden area. Any positions that were manually hidden previously will be un-hidden if they match the Special Filter criteria.
Following are the special filters defined in the application through configuration.
Warehouse Mapping
The Special Filter can be activated to show only the warehouse locations in the view. This is used in the Warehouse Mapping view of the Planning Administration segment under the Planning Administration activity.
Filter Weeks by Assortment Period
The Special Filter can be activated to show only the weeks associated to the Assortment Period in the view. This is used in the Curves by Assortment view of the Curve Maintenance segment under the Planning Maintenance activity.
Last Year Filter Attribute Values
The Special Filter can be activated to show only the data associated with the attribute values for the Last Year Period in the view. This is used in the Review History by Attributes view in the Create Assortment and Build Wedge segments under the Planning Services activity.
Last Season Filter Attribute Values
The Special Filter can be activated to show only the data associated with the Attribute values for the Last Assortment Period in the view. This is used in the Review History by Attributes view in the Create Assortment and Build Wedge segments under the Planning Services activity.
Filter by Selected Attributes
The Special Filter can be activated to show only the data associated with the Selected Attributes in the view. This is used in the Target Mix by Attributes view in the Create Assortment and Build Wedge segments under the Planning Services activity.
Filter Attribute Values for Score
The Special Filter can be activated to show only the data associated with the Selected Attributes for Scoring in the view. This is used in the Review Attribute Score View in the Create Assortment and Build Wedge Segments under the Planning Services activity.
Filter Attribute Values
The Special Filter can be activated to show only the data associated with the Selected Attributes for Scoring in the view in order to view any deviations from the target to the assigned. This is used in the Compare Assortment to Target view in the Create Assortment and Build Wedge segments under the Planning Services activity.
Filter by Selected Options
The Special Filter can be activated to show only the selected options associated with the Shopping List. This is used in the Review Assortment view in the Create Assortment segment under the Planning Services activity.
Filter by Carryover Options
The Special Filter can be activated to show only the Carryover options associated with the Shopping List. This is used in the Select Options view in the Create Assortment segment under the Planning Services activity.
Filter by New Options
The Special Filter can be activated to show only the New options associated with the Shopping List. This is used in the Select Options view in the Create Assortment segment under the Planning Services activity.
Filter by New/Carryover Options
The Special Filter can be activated to show only the New/Carryover options associated with the Shopping List. This is used in the Select Options view in the Create Assortment segment under the Planning Services activity.
Filter by Available Options
The Special Filter can be activated to show only the Available options associated with the Shopping List, but not yet considered in the wedge process. This is used in the Seed Assortment Targets, Build Wedge - Visual/Table, and Plan Buy Quantity views in the Build Wedge segment under the Planning Services activity.
Filter by Assorted
The Special Filter can be activated to show only the Assorted options associated with the wedge process. This is used in the Build Wedge - Table, Plan Buy Quantity, Define Parameters, Define Promotions, Reconcile to Assortment Plan, Inventory Parameters, and Receipts by Size views in the Build Wedge, Item Planning, and Item Planning @ Store segments under the Planning Services activity.
Filter by Visual Assortment
The Special Filter can be activated to show only the Visual Assortment with the assorted options depending on the flow associated with the wedge process. This is used in the Time-Phased Visual Assortment view in the Build Wedge segment under the Planning Services activity.
Filter by WP Assorted
The Special Filter can be activated to show the working plan assorted options depending on the changes done after the Assortment approval process. This is used in the WP Review Assortment view in the Review Assortment segment under the Planning Services activity.
Filter by LY Option/Location Count
The Special Filter can be activated to show all the LY options which have LY Option/Location count > 0. This is used in the Review LY History view in the Create Assortment segment and Build Wedge segment under the Planning Services activity.
Filter by LA Option/Location Count
The Special Filter can be activated to show all the LA options which have LA Option/Location count > 0. This is used in the Review LA History view in the Create Assortment segment and Build Wedge segment under the Planning Services activity.
Filter by CP Assorted
The Special Filter can be activated to show the current plan assorted options depending on the approved Assortment. This is used in the CP Review Assortment view in the Review Assortment segment under the Planning Services activity.
Filter by AP CP Assorted
The Special Filter can be activated to show the current plan assorted options depending on the approved Assortment. This is used in the Review Targets view in the Item Planning segment under the Planning Services activity.
Filter Weeks Outside of Assortment Start Week
The Special Filter can be activated to show only the weeks not included in the Assortment Period in the view. This is used in the Define Promotions view of the Item Planning segment under the Planning Services activity.
Filter for Assortment Periods
The Special Filter can be activated to show only the weeks associated with the Assortment Period in the view. This is used in the Reconcile to Assortment Plan view of the Item Planning segment under the Planning Services activity.
Filter on by Selected
The Special Filter can be activated to show only the selected options associated with the plan. This is used in the Trend Analysis view of the In-season Item Planning segment under the Planning Services activity.
Filter by Add/Drop
The Special Filter can be activated to show only the options associated with the Add or Drop status in the plan. This is used in the Define Parameters view of the In-season Item Planning segment under the Planning Services activity.
Filter by Selected Criteria
The Special Filter can be activated to show only the options associated with the Selected Criteria of the plan. This is used in the Plan Receipts & Inventory and Plan Sales & Margin views of the In-season Item Planning and Item Planning @ Store segments under the Planning Services activity.
Filter by Keep/Add
The Special Filter can be activated to show only the options associated with the Add or Keep status in the plan. This is used in the Inventory Parameters view of the In-season Item Planning segment under the Planning Services activity.
Special Filters Navigation
When the Special Filter exists, the Special Filter icon on the Quick Access Tool bar appears highlighted and is applied to the view in the view management drawer.
Figure A-8 Special Filter Navigation Icon
You can select the views that the selected Special Filter must apply to, either one view, multiple views, or all views under the step. Special Filters that have the same measure and query level combination are represented as one option and are applied to multiple views in a step.
Figure A-9 Special Filter Navigation: Select Views
You can select the views that the selected Special Filter must apply to, either one view, multiple views, or all views under the step.
Figure A-10 Select to Apply Special Filter
Figure A-11 Apply Special Filter
You can clear all the Special filters applied by clicking the special filters LOV, clicking Clear Filters, and clicking OK.
Figure A-12 Clear Special Filters
You can clear all the Special filters applied by clicking the special filters LOV, clicking Clear All, and clicking OK.
Figure A-13 Special Filter: Clear All Filters
Reclassification
Reclassification is the process of moving the item from one group to other for various business driven processes. During reclassification process in Assortment and Item planning, there is no impact to the clusters and their definitions. As and when items move from one department to other or one class to other, the plans of that department /class will change owning to the movement of item. Hence, it is always advisable to reclassify an item at a logical stage where the impacts to the future plans are minimal.