4 Manage Scheduled Updates

Create a Scheduled Update

The Create Scheduled Update window allows you to create a new scheduled replenishment and scheduled event to activate a new replenishment attribute, or to update, or deactivate an existing attribute.

To create a scheduled update, follow the steps below.

1. From the Tasks menu, select Replenishment > Create Scheduled Update. The Create Scheduled Update window appears.

   Figure 4-1 Create Scheduled Update Window

   

   1. In the Action section, select if you want to activate a new, update or deactivate an existing replenishment attribute.

   2. Select, if the scheduled update is to be created by using item or item list.

   3. In the Item/Item List field, enter, select or search for the item/item list.

   4. In the Diff Aggregate field, enter, select or search for the differentiator associated with the selected item.

   5. In the Location field, select the location type from the list. Then, enter, select or search for the location.

   6. In the Event Description field, enter a description.

   7. In the Effective field, enter the date the update takes place or use the Calendar icon to select an effective date.

   8. Then choose one of the following options.

      • Click OK to create the scheduled update.

        Note:

        If you select the action Activate New or Update Existing, the Replenishment Attribute window appears, allowing you to enter additional information.

      • Click Cancel to reject all entries and close the window.

Manage Scheduled Updates

The Manage Scheduled Update option opens the Scheduled Update Search window. This window allows you to search for scheduled replenishment changes and view the results of the search.

The Scheduled Update Search window contains the following sections:

• Search

  For more information about how to search for a scheduled update, see the Searching for a Scheduled Update section.

• Results

• Scheduled Update Search Toolbar

Figure 4-2 Scheduled Update Search Window

Searching for a Scheduled Update

To search for a scheduled update:

1. From the Task menu, select Replenishment > Manage Scheduled Update. The Scheduled Update Search window appears.

2. You can search for a scheduled update using basic or advanced search criteria, depending on the requirement. The basic mode is the default search mode.

   • Click Advanced to access the search section in advanced mode.

   • Click Basic to return to the basic mode.

Searching for a Scheduled Update Through the Basic Search Criteria

To search for a scheduled update using basic search criteria

1. Enter, select or search for one or all of the following basic search criteria.

   Table 4-1 Scheduled Update Search - Basic Search Criteria and Description

   Fields	Description
   Match option	Check radio button All or Any. All - only item/items matching all entered search criteria are shown. Any - item/items matching any of the entered search criteria are shown.
   Item	Enter or search for the item.
   Item List	Enter, select or search for an item list.
   Effective Date	Enter a date or use the Calendar icon to select an effective date.
   Location Type	Select the location type from the list.
   Location	Enter, select or search for a location.

2. Click on the Saved Search list to select one of the saved search criteria. Selecting a saved search populates the search section with the saved search criteria. If the run automatically function is enabled for the search, the search is executed immediately.

   You can also personalize your saved searches by selecting Personalize. The Personalized Saved Search window appears.

   For more information about the Personalized Saved Search, see Personalize Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide.

3. Click Search. The scheduled updates that match the search criteria are displayed in the Results section.

4. Click Reset to clear the search section and results.

5. Click Save As... to save the current search criteria. The Create Saved Search window appears.

   For more information about how to save your search criteria, see Create Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide.

6. Click Done to close the window.

Searching for a Scheduled Update Through Advanced Search Criteria

To search for a supplier using advanced search criteria, follow the steps below.

1. To search using advanced search criteria, enter or select one or all of the advanced search criteria.

2. To narrow down the search, use the list next to the search fields. For example, determine if the entered value should be equal or not equal to the search result.

3. Click on the Saved Search list to select one of the saved search criteria. Selecting a saved search populates the search section with the saved search criteria. If the run automatically function is enabled for the search, the search is executed immediately.

   You can also personalize your saved searches by selecting Personalize. The Personalized Saved Search window appears.

   For more information about the Personalized Saved Search, see Personalize Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide.

4. Click Search. The scheduled updates that match the search criteria are displayed in the Results section.

5. Click Reset to clear the search section and results.

6. Click Save As... to save the current search criteria. The Create Saved Search window appears.

   For more information about how to save your search criteria, see Create Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide.

7. Click Add Fields to add more fields for the advanced search. To remove the field from the search, click the x right next to the field.

8. Click Reorder to change the order of the available search fields. The Reorder Search Fields window appears.

   • Select the desired search field and use the up and down arrows to rearrange the order of the fields.

   • Click OK to confirm the new order of the fields and close the window.

   • Click Cancel to reject any changes and close the window.

9. Click Done to close the window.

Results

The Results section lists the retrieved item/location combinations. The Results table shows the following columns by default.

• Item

• Description

• Location Type

• Location ID

• Location Name

• Effective Date

Results - Actions Menu and Icons

Use the Actions Menu and icons to apply actions to the Results table. You can perform the actions listed below.

Table 4-2 Results - Actions Menu/Icons and Description

Actions Menu/Icons	Description
Create and Create icon	Select Actions > Create or use the Create icon to create a scheduled update. The Create Scheduled Update window appears. For more details about how to create scheduled updates, see the Create a Scheduled Update section.
Edit and Edit icon	To edit scheduled updates for an item/location: Select a record in the Results section. In the Item column, click the item number link, or select Actions > Edit or use the Edit icon to edit the selected scheduled update. The Replenishment Attributes window appears. Edit the replenishment parameters as desired. For more information about replenishment attributes, see chapter Activating Items on Replenishment, section "Replenishment Attributes Window"
View and View icon	To view a replenishment attributes for an item/location: Select a record in the Results section. Select Actions > View or click the View icon . The Replenishment Attributes window appears. For more details about the Replenishment Attributes window, see chapter Activating Items on Replenishment, section "Replenishment Attributes Window".
Export to Excel and Export to Excel icon	You can export the records in the table to a Microsoft Excel spreadsheet by selecting Actions > Export to Excel or by using the Export to Excel icon .

Results - View Menu and Icons

You can customize the view of the table by using the options in the View Menu.

Table 4-3 Results - View Menu/Icons and Description

View Menu/Icons	Description
Columns	You can manage which of the columns will be shown in the table by clicking the Show All and Manage Columns options.
Detach and Detach icon	You can view the tables in the application in a separate window by clicking Detach or by using the Detach icon .
Sort	You can sort columns by the following options: Ascending Descending Advanced
Reorder Columns	You can reorder columns by clicking the Reorder Columns option.
Query by Example and Query by Example icon	You can filter the items by one or multiple column values by clicking the Query by Example option or by using the Query by Example icon .
Wrap icon	You can wrap the values in the table column by first clicking the column on which you would like the text to wrap and then using the Wrap icon .

Scheduled Update Search Toolbar

The toolbar contains the following icons and buttons.

Table 4-4 Scheduled Update Search Toolbar - Icons/Buttons and Description

Icons/Buttons	Description
Help icon	You can access the online help for a particular page by clicking the Help icon .
Done	Click Done to close the window.