Table of Contents

• Title and Copyright Information
• Preface
  • Audience
  • Documentation Accessibility
  • Related Documents
  • Improved Process for Oracle Retail Documentation Corrections
  • Oracle Retail Documentation on the Oracle Help Center (docs.oracle.com)
  • Conventions
• Send Us Your Comments
• 1 Introduction
  • Key Features
    • Last Year Mapping
    • Item Status
    • Target Options Calculation/Rate of Sales Auto Calculation
    • Demand Transference
    • Item Lifecycle Planning
    • Item Planning - Basics
    • Assortment Strategy Options Planning
    • Exception Management in Item Planning Cloud Service
    • Nested Dynamic Rollup
    • Item Planning Dashboard
  • Assortment and Item Planning Cloud Service Benefits
  • Process Steps
  • User Roles
  • Key Concepts
    • Placeholder Maintenance
    • Visual Planning
    • Dynamic Rollup
    • Special Filters
    • Image Display
    • Attribute Support
    • Undo
    • Position Filtering
    • Attribute Filter in Wizard
    • Real Time Alerts
    • Online Administration Tools (OAT)
    • Dashboard
  • Data Requirements
  • Assortment Planning Versions
  • Base Intersection of Data
  • Forecasting
• 2 AP Cloud Service Dashboard
  • Tiles
    • Adding a New Tile
    • Changing the Tile Order
    • Removing a Tile
  • Charts
    • Time Horizon and Scale
  • Recent Plans
  • Dashboard Profiles
• 3 Planning Administration
  • Typical Business Users
  • Data Requirements
  • Create the Planning Administration Segment
  • Step 1: Week Mapping
    • Week Mapping Tab
      • Week Mapping View
  • Step 2: Product Setup
    • Product Setup Tab
      • Define Product Attributes View
      • Select Product Attributes View
      • Assign Product Attribute View
      • Color Attribute Identifier View
      • Define Card View Attribute View
      • Define Attribute Image View
      • Base Unit/Price Cost View
      • Dashboard Parameters View
  • Step 3: Location Setup
    • Attribute Setup Tab
      • Define Location Attributes View
      • Assign Location Attributes View
    • Location Strategy Tab
      • Define Location Info View
      • Department Location Exclusion
      • Cluster Strategy Weight Setup View
      • Warehouse Mapping View
  • Step 4: Batch Setup
    • Batch Setup Tab
      • Export Setup View
      • Batch Setup View
  • Step 5: DT Setup
    • DT Setup Tab
      • Review Assortment Elasticity View
      • Review Attribute Weights View
• 4 Validate Loaded Data
  • Typical Business Users
  • Data Requirements
  • Validate Loaded Data Process Steps
  • Create the Validate Loaded Data Segment
  • Step 1: Actuals
    • Actuals Tab
      • TY Version View
  • Step 2: MFP & Loc Plan
    • MFP Plan Tab
      • Loaded MFP View
      • Forecast View
• 5 Planning Maintenance
  • Typical Business Users
  • Data Requirements
• 6 Location Clustering
  • Key Concepts
    • Scaled Scoring Methodology
    • Breakpoint Algorithm
    • Optimized Algorithm
  • Typical Business Users
  • Data Requirements
  • Location Clustering Process Steps
  • Create the Location Clustering Segment
  • Step 1: Setup
    • Setup Tab
      • Attribute Analysis View
      • Location Attributes View
      • Define Location Rollup View
      • Clustering Setup View
      • Sales Perf Group Setup View
      • Space Group Setup View
  • Step 2: Analysis
    • Analysis Tab
      • Location Analysis View
  • Step 3: Approval
    • Approve Tab
      • 1 Final Cluster Review View
      • Approve View
    • Review Cluster Versions Tab
      • Approved Cluster View
• 7 Assortment Period Maintenance
  • Typical Business Users
  • Data Requirements
  • Assortment Maintenance Process Steps
  • Create the Assortment Maintenance Segment
  • Step 1: Assortment Period Maintenance
    • Assortment Period Maintenance Tab
      • Define Assort Periods View
      • Assort Periods by Calendar View
      • Clusters By Location View
• 8 Curve Maintenance
  • Typical Business Users
  • Data Requirements
  • Curve Maintenance Process Steps
  • Create the Curve Maintenance Segment
  • Step 1: Define Curves
    • Define Curves Tab
      • Define Parameters View
      • Define Curves View
      • View Sales Source View
  • Step 2: Curve by Assortment
    • Curve by Assortment Tab
      • Approve View
      • View Assort Period View
      • View Curve by Assortment View
• 9 Assortment Planning
  • Typical Business Users
  • Data Requirements
  • Create the Assortment Planning Segment
  • Assortment Planning Process Steps
  • Step 1: Review History/Forecast/Target Analysis
    • Review Last Year Tab
      • Review LY History View
    • Review MFP Tab
      • Review MFP Targets View
    • Review Forecast Tab
      • Review Forecast View
    • Plan Parameters Tab
      • Define Forecast Retail/Cost View
      • Define Thresholds View
      • Define Product Rollup View
      • LY Standard Deviation View
      • Review Attribute Weights View
  • Step 2: Determine Number of Options
    • Determine # of Options View
    • Status Override
    • Create Options View
    • Assign Attributes View
    • Define Retail Price/Cost View
  • Step 3: Plan Assortment
    • Assortment Recommendation Parameters View
    • Create Assortment View
    • Create Assortment - Visual View
  • Define Product Rollup Tab
    • Define Product Rollup View
  • Review Assortment Depth View
  • Time Phased Visual Assortment View
• 10 Demand Transference
  • Apply Demand Transference
    • Apply Demand Transference Tab
      • Apply DT View
      • Set Optimization Parameters View
      • View Optimization Results View
      • Review Substitutable Item Details View
      • Initial DT/DT/Assorted Options View
  • Plan Buy Quantity
    • Plan Buy Quantity Tab
      • Plan Buy Quantity - Table View
  • Step 6: Approve
    • Approve Tab
      • Approve Plan View
• 11 Item Planning - Basics
  • Typical Business Users
  • Data Requirements
  • Create the Item Planning Basics Segment
  • Item Planning Basics Process Steps
  • Step 1: Sales & Margin
    • Plan Parameters Tab
      • Plan Parameters View
    • Review Curve Tab
      • Review Curve Source View
      • Review Normalized Curve View
    • Sales and Margin Tab
      • Plan Sales & Margin View
    • Reconcile to MFP Tab
      • Reconcile to MFP View
    • Define Product Rollup Tab
      • Define Product Rollup View
  • Step 2: Receipts & Inventory
    • Receipts & Inventory Tab
      • Define Parameters View
      • Plan Receipts & Inventory View
  • Step 3: Approve Plan
    • Approve Plan Tab
      • Approve Plan View
• 12 Item Planning
  • Typical Business Users
  • Data Requirements
  • Create the Item Planning Segment
  • Pre-season Item Planning Process Steps
  • In-season Item Planning Process Steps
  • Step 1: Pre-season Item Planning
    • Planning Setup Tab
      • Define Filter View
      • Define Product Rollup View
      • Review Curve Library View
    • Sales and Margin Tab
      • Define Parameters View
      • Plan Sales and Margin View
      • Reconcile to MFP View
      • Review Deviation View
      • Review Targets View
    • Receipts and Inventory Tab
      • Define Parameters View
      • Plan Receipts and Inventory View
      • Reconcile to MFP
  • Step 4: Approve Plan
    • Approve Plan Tab
      • Approve Plan View
• 13 In-season Planning
  • Typical Business Users
  • In-season Planning Process Steps
  • Step 1: Trend Review
    • Trend Review Tab
      • Filters and Parameters View
      • Trend Analysis View
  • Step 2: Sales & Margin
    • Sales and Margin Tab
      • Define Parameters View
      • Plan Sales and Margin View
      • Reconcile to MFP View
    • Define Product Rollup Tab
      • Define Filter/Rollup View
  • Step 3: Receipts & Inventory
    • Receipts and Inventory Tab
      • Inventory Parameters View
      • Plan Receipts and Inventory View
    • Define Product Rollup Tab
      • Define Filter/Rollup View
  • Step 4: Approve Plan
    • Approve Plan Tab
      • Approve Plan View
• A Appendix: Additional Information
  • Real Time Alerts
    • Invalid Definition - Define Label
    • Seed Source
    • Product Attribute
    • Carryover Options Minimum
    • New Options Minimum
    • Shop Option
    • Attribute Mix Difference to Max Target
    • Fixture Capacity
    • Assorted Option
    • Not Eligible for Mandatory
    • Option Count Diff
    • Flow Not Assigned
    • Receipts Difference to Sales
    • Inventory Stock Threshold
    • Immediate Need
    • Net On Order
    • Open to Buy
    • Overage
    • On Order Reconciliation
    • Sell Thru Warning
  • Alert Navigation
  • Special Filters
  • Special Filters Navigation
  • Reclassification
• B Appendix: Troubleshooting