Friday Mar 28, 2014

Oracle Retail 14 Product Overview and TOI Training Sessions

In order to better enable and educate retailers and partners, the Oracle Retail Curriculum team, in partnership with Oracle Retail Product teams, has published Release 14.0 Product Overviews and Transfer of Information (TOI) sessions through Oracle University and accessed through My Oracle Support.

Get Proactive - Oracle Applications TOI Online Training (Doc ID 732026.1)

Available Product Overviews Released in Conjunction with 14.0

Product Overviews are high-level recordings that highlight the business use, features and benefits of Oracle Retail product. Recordings are each less than one hour long and are intended as a stand-alone, self-paced introduction. 

  • Oracle Retail Advanced Clustering Product Overview
  • Oracle Retail Advanced Inventory Planning Product Overview
  • Oracle Retail Category Management Product Overview
  • Oracle Retail Financial Integration Product Overview
  • Oracle Retail Point of Service Suite Product Overview
  • Oracle Retail Demand Forecasting Product Overview
  • Oracle Retail Invoice Matching Product Overview
  • Oracle Retail Sales Audit Product Overview
  • Oracle Retail Analytics Product Overview
  • Oracle Retail Service Integration Product Overview
  • Oracle Retail Returns Management Product Overview
  • Oracle Retail Merchandising System Product Overview
  • Oracle Retail Merchandising System Foundation Data Product Overview
  • Oracle Retail Merchandising System Inventory and Stock Ledger Product overview
  • Oracle Retail Merchandising System Purchase Orders and Deals Product Overview
  • Oracle Retail Merchandising System Replenishment Product Overview
  • Oracle Retail Trade Management Product Overview
  • Oracle Retail Replenishment Optimization Product Overview
  • Oracle Retail Price Management Product Overview
  • Oracle Retail Reference Library Product Overview
  • Oracle Retail Warehouse Management System Product Overview
  • Oracle Retail Store Inventory Management Product Overview
  • Oracle Retail Allocation Product Overview

Available TOIs Released in Conjunction with 14.0

TOI recorded sessions provide release-specific product knowledge that enables your functional and technical teams to plan, implement, and/or upgrade and support Oracle Retail applications effectively and efficiently.

  • Advanced Clustering Functional TOI
  • Advanced Inventory Planning Functional TOI
  • Advanced Inventory Planning Technical TOI: Commerce Anywhere
  • Advanced Inventory Planning Technical TOI
  • Allocation Functional TOI
  • Assortment Space Optimization Functional TOI
  • Assortment Space Optimization Technical TOI
  • Category Management Functional TOI
  • Customer Decision Tree Functional TOI
  • Demand Transference Functional TOI
  • Documentation TOI
  • Installation TOI
  • Mobile Point of Service Functional TOI
  • Mobile Point of Service Technical TOI
  • Point of Service Suite Technical TOI: Commerce Anywhere
  • Point of Service Suite Functional User Experience
  • Point of Service Suite Functional:  Commerce Anywhere
  • Point of Service Suite Technical TOI
  • Retail Analytics Functional TOI
  • Retail Analytics Technical TOI
  • Retail Advanced Science Engine Technical TOI
  • Retail Demand Forecast Functional TOI 
  • Invoice Matching Functional TOI
  • Invoice Matching Technical
  • Retail Integration Bus Technical TOI
  • Retail Merchandising System Functional TOI: Commerce anywhere
  • Retail Merchandising System Functional TOI: Franchise Management
  • Retail Merchandising System Technical TOI: Commerce Anywhere
  • Retail Merchandising System Technical TOI: Franchise Management
  • Retail Merchandising System Technical TOI: Other Enhancements
  • Replenishment Optimization Functional TOI
  • RPAS Functional TOI
  • RPAS Technical TOI
  • Retail Price Management Functional TOI
  • Retail Price Management Technical TOI
  • Retail Service Backbone Technical TOI
  • Warehouse Management Functional TOI: Commerce Anywhere
  • Warehouse Management Functional TOI: Dashboards
  • Warehouse Management Functional TOI: Task Management 
  • Warehouse Management Technical TOI Commerce Anywhere
  • Warehouse Management Technical TOI:  Enhanced Navigation
  • Warehouse Management Technical TOI: Task Dashboards
  • Warehouse Management Technical TOI: Task Management 
  • Store Inventory Management Functional TOI: Commerce Anywhere
  • Store Inventory Management Functional TOI: Integration
  • Store Inventory Management Functional TOI: Store Efficiencies
  • Store Inventory Management Functional TOI: User Experience
  • Store Inventory Management Technical TOI
  • Translation TOI

    Navigational Steps to Oracle Retail Product Overviews and TOIs

    1. Log into My Oracle Support at  https://support.oracle.com and access the following: Doc ID 732026.1, Get Proactive - Oracle Applications TOI (Transfer of Information) Online Training.
    2. Click the drop-down under the words "Get Started today..." and select Oracle Retail as the product line.
    3. Select the Solution area of interest on the Browse Subcategories Retail page (for example, Merchandising Operations Management, Retail Technology Group, and so on).
    4. Click the link for the applicable application Product Overview or TOI. There may be more than one page of results. Click the Next button to see the additional Product Overviews and/or TOIs that are available.  

    Monday Feb 17, 2014

    Announcing Significant Functional White Papers for Merchandising

    In conjunction with Release 14, Oracle Retail has published to My Oracle Support a collection of in-depth White Papers addressing the functional details of various business operations within the  Merchandising Operations Management suite of applications. Retailers and partners should consider these key reference documents as essential supplements to the Oracle Retail end user documentation suite.

    Oracle Retail Merchandising Functional Library (Doc ID 1585843.1)

    Oracle Retail Merchandising System (RMS) Catch Weight Overview v14

    Catch Weight functionality allows for the ordering and management of items that vary by weight from one instance of an item to the next. Examples of this are primarily in the grocery industry, where items such as fresh produce, deli, butchery and prepackaged cheese and meat, are often purchased by weight and may be sold by weight or as individual products (eaches). Catch weight items can have a varying cost by unit of measure (UOM) and have an average weight maintained for the items, which is used by any transactions involving the items where a weight is not captured. From an ordering perspective, Oracle Retail Merchandising System (RMS) was built primarily to support the ordering of catch weight items using simple packs. However, the ordering of catch weight items without using simple packs is also supported. RMS supports four different types of catch weight items, which are outlined in more detail in this document, including how the setup for these items differs from other items in RMS, as well as the various ways that catch weight items impact inventory functions, such as purchasing, receiving and, cost maintenance.

    Oracle Retail Trade Management (RTM) v14

    Oracle Retail Trade Management (RTM) is used to manage the import process, including automating the steps necessary to import goods, managing file exchanges with trading partners, and providing a central database of critical import order information. This document provides an overview of the primary functions and features of the RTM system, as well as information regarding implementation, data setup, and troubleshooting.

    RMS 24x7 Inventory Availability v14

    Large retailers today have operations and operating models that extend across different continents and time-zones. 24x7 Retailing refers to an amalgamated retail model that offers customers retailing experience and information across various channels, time zones, formats and geographies on an uninterrupted basis, that is, 24 hours a day, 7 days a week. The need for 24x7 retailing has been driven by several emerging retailing models, including:

    • Store Operations
    • Distribution Center (DC) Operations
    • Commerce Anywhere Operations
    • Geographically Dispersed Business Process Models

    This white paper examines the requirements for 24x7 retailing and the suitability of RMS in specifically supporting 24x7 inventory availability.

    RMS Franchise Management v14

    To scale up business operations and market presence, particularly in new markets, retailers may choose to utilize business partners to manage branded or co-branded stores while retaining the retailer’s business processes and value proposition. Businesses who partner with a retailer to expand the retailer’s presence are known as franchisees. Franchisees may operate one or more stores under the retailer’s banner. This white paper addresses the management of Franchise functionality within RMS and describes the several system parameters that are used to configure RMS related to Franchise management functionality.

    RMS Deals Overview v14

    A deal is a set of one or more agreements that take place between the retailer and a vendor. A vendor can be a supplier, wholesaler, distributor or manufacturer, and from the vendor, the retailer is entitled to receive discounts or rebates for goods that are either purchased or sold. A deal consists of a set of discounts and/or rebates that are negotiated with the supplier and share a common start and end date. This functional white paper holistically addresses Deals functionality in the Oracle Retail Merchandising System.

    RMS Stock Counts Overview v14

    Inventory accuracy is a critical and highly sensitive area affecting retailers. Inventory record accuracy has a significant impact on increasing levels of customer service, reducing costs, and increasing productivity. Stock counts verify the inventory figures kept within the merchandise management system, which makes reporting, planning, and ordering more accurate. In order to reconcile theoretical inventory levels to actual inventory on-hand, retailers perform physical inventory stock counts, which also serve to make stock ledger adjustments. These stock counts assist retailers in budgeting and accounting for shrinkage. This document provides an overview of the primary functions and features of the Stock Count module in RMS as well as an overview of the integration of this module with the Store Inventory Management (SIM) and Warehouse Management System (RWMS).

    Oracle Retail Allocation v14

    Oracle Retail Allocation helps retailers determine the inventory requirements at the item and location level, resulting in an inventory allocation that optimizes your supply across all locations. Using real-time inventory information, the system calculates need based on parameters you set, whether it is the characteristics of the product or the store. The result is an allocation tailored to each store's unique need. Oracle Retail Allocation allows you to allocate either in advance of the order's arrival or at the last minute to leverage real-time sales and inventory information. The primary objective of this document is to highlight lesser-known capabilities within the Allocation product, provide more detail on commonly asked questions, call out product facts, clarify specific capability/features, and provide additional information on how to use the Allocation product more effectively.

    RMS Stock Ledger v13.2

    This document provides an overview of the primary features of Oracle Retail Stock Ledger functionality. In addition, this document addresses the integration of this module with the financial packages. Use this document to get a detailed overview of the following:

    • Stock ledger attributes
    • Accounting methods
    • Budgeted shrink
    • Transaction data
    • What impacts the stock ledger
    • Stock ledger processes

    RMS Managing Multiple Company Operations v13

    Generally, large multi-national retailers have complex organization structures with multiple business groups, legal entities, operating units, and inventory organizations. Such enterprises have the business need to be able to separate financial transactions along with business groups, legal entities, operating units, and inventory organizations. When retailers operate with multiple legal companies or entities, they may use different physical instances of their accounting systems to support the segregation of financial records, or they may use a single physical instance of their accounting system. When operating with multiple legal companies or entities in a single installation, a company needs the ability to partition their general ledger along certain criteria, so that each set has its own chart of accounts and other identifying characteristics, such as the primary currency, accounting calendar, and balancing segment. RMS was extended to support multiple company operations in a single instance with the inclusion of multiple sets of books (MSOB) functionality, described in this white paper.

    Friday Jan 10, 2014

    Documentation in Oracle Retail Advanced Science Engine 14.0

    Oracle Retail Advanced Science Engine (ORASE) is the centralized science engine that powers analytics for both the Oracle Retail Modeling Engine (ORME) and Oracle Retail Assortment and Space Optimization (ORASO) in support of retail business processes.

    ORME performs data mining and calculates model parameters to support business processes in Oracle Retail Category Management, Oracle Retail Demand Forecasting (RDF), and Oracle Retail Analytics.The ORME 14.0 release contains the following modules: Customer Decision Tree, Demand Transference, Advanced Clustering, and Market Basket Analysis (a back-end process only). ORME solutions share a common workflow and user interface (UI). The common workflow lets users implement and interact with the new science modules using similar techniques. 

    ORASO is a separate application that is used to optimize the use of space in a location or store cluster for a retailer’s product assortments.

     This new suite of products provides the functionality described below.

    Customer Decision Tree

    Customers make purchasing decisions by the characteristics, or attributes, of the competing products they are considering.  Because customers purchase products by attributes, retailers can understand customer purchasing behavior by understanding how customers perceive the attributes by using the Customer Decision Tree module. A customer decision tree presents, in tree form, a hierarchy of attributes. The level of each attribute within the tree indicates the relative importance a customer places on each attribute when deciding what to purchase.

    The CDT application uses historical transaction data from the retailer to derive a customer decision tree, which segments the products by attributes. The application provides a measure called the CDT score that indicates how good a generated customer decision tree is. Retailers can analyze their product assortments using the information provided by the application in conjunction with the standard merchandise hierarchies.

    Demand Transference

    Demand Transference allows retailers to understand customer purchasing behavior in terms of item substitutability and to improve assortments by knowing how items in the assortment may substitute for each other. With the information provided by the application, retailers can optimize assortments to available space. In addition, retailers can understand how total category sales may be affected by assortment changes. Demand Transference can also demonstrate how total category sales are affected by assortment changes. It can show whether adding items to the assortment may result in large or small increases in total category sales.

    Advanced Clustering

    Advanced Clustering allows retailers to group locations based on product and store selling characteristics and other key attributes. The resulting clusters can be used to drive assortment, pricing, promotion, forecasting, allocation, and supply chain processes. Retailers can target specific customers by understanding customer characteristics, including the profile mix of who is shopping in the store or trading area and customer demographics such as ethnicity, income levels, education, household size, and family status.

    Market Basket Analysis

    Market Basket Analysis employs data mining to provide insight into the correlation among products in a customer's basket.

    ORASO

    ORASO is used by Category Management to make optimized assortment decisions. It is used to optimize the space for a category manager’s preliminary assortment. The category manager creates a preliminary assortment and wants to determine how well that list of products can fit in stores, given the available space, product sizes, and merchandising goals and rules. ORASO creates virtual planograms that organize products onto shelves according to these requirements in a way that optimizes total performance. 

    Highlighted End User Documentation Updates

    The documentation set for this new suite of products is described below.

    Oracle Retail Advanced Science Engine Implementation Guide

    The Implementation Guide provides detailed instructions regarding the configuration and implementation of ORME and ORASO. These details include WebLogic, database, user, and module-specific configurations, as well as information about data interfaces, ETL batch scripts, and database schemas.

    Oracle Retail Advanced Science Engine Security Guide

    The Security Guide describes the implementation of the required security features for ORME and ORASO. These include securing access to the applications and managing any security vulnerabilities.

    Oracle Retail Modeling Engine Installation Guide

    The Installation Guide describes the pre-installation setup procedures for the database, application server, and password stores, and provides detailed procedures for installing the application.

    Oracle Retail Modeling Engine User Guide

    The User Guide provides an orientation to the ORME user interface. In addition, it describes in detail how to configure the application based on specific retailer constraints and how to interpret the analytical results of the calculations performed by Customer Decision Tree, Demand Transference, and Advanced Clustering.

    Oracle Retail Assortment and Space Optimization Installation Guide

    The Installation Guide describes the pre-installation setup procedures for the database, application server, and password stores, and provides detailed procedures for installing the application.

    Oracle Retail Assortment and Space Optimization User Guide

    The User Guide provides an orientation to the ORASO user interface. In addition, it describes in detail how to configuration the application based on specific retailer constraints and how to interpret the analytical results of the space and assortment optimization performed by the application.

    Friday Dec 13, 2013

    Announcing Documentation for Oracle Retail Enterprise 14.0

    The 14.0 release of the Oracle Retail application enterprise includes the most documentation published in the history of Oracle Retail. Over 200 documents have been published, and more documents than ever have been either considerably revised or developed from scratch to reflect the enterprise applications newest code base. In the upcoming weeks, this blog will address the various aspects of each solution unit's documentation sets. Some of the highlights include:

    • Commerce Anywhere updates within the documentation sets of Oracle Retail Merchandising System (RMS), Oracle Retail Store Inventory Management (SIM), the POS Suite, Oracle Retail Warehouse Management System (RWMS), and Oracle Retail Advanced Inventory Planning (AIP).
    • Two key My Oracle Support libraries addressing Commerce Anywhere from a Functional perspective and a Technical perspective, the latter developed using the authoring tools and best practices of the Retail Reference Architecture.
    • New documentation sets for applications within the Oracle Retail Advanced Science Engine (ORASE) suite of products.
    • A new documentation set for the Oracle Retail Service Backbone.
    • An expanded Enterprise Integration Guide.
    • An enhanced RWMS documentation set reflecting new functionality for both Task Management and Activity Editor.
    • Security Guides published for each solution unit.
    • RPAS and application documentation to reflect the new RPAS Extension Framework
    • Deep new and updated Merchandising Functional White Papers in areas such as Franchise, Catch Weight, Deals, and so on.
    • A new Developer's Guide technical paper and new Data Model for the RMS Data Access Schema.
    • A revised and enhanced RMS Operations Guide.
    • Oracle Retail Analytics documentation updates to reflect its 25 new Dashboards spanning Commerce Anywhere, Consumer, Clustering and Wholesale / Franchise.

    Monday Sep 23, 2013

    Announcing Two White Papers and a Checklist for Oracle Retail Analytics

    Oracle Retail has published to My Oracle Support two White Papers and a Checklist addressing Oracle Retail Analytics, an analytical application that provides multiple modules for analysis and reporting on different areas of retail management and operations.

    Oracle Retail Analytics Merge Whitepapers (ID 1576449.1)

    Oracle Retail Analytics Merge Whitepaper, Release 13.2.x and 13.3.x 

    The combination of Oracle’s Retail Analytics modules with Oracle’s Business Intelligence Applications modules provides significant out-of-the-box value in creating an enterprise data warehouse, with deep content that is focused on each module’s applicable source applications. Because Retail Analytics was created as a new application, in part to better resemble Oracle's Business Intelligence Applications, it shares architectural alignment, and its dimensions were conformed on the initial build.

    Merging Retail Analytics and Oracle Business Intelligence Applications Whitepaper

    Because these two application families are packaged separately, and because Oracle Business Intelligence Enterprise Edition (BI EE) currently only allows one metadata file per server, this document has been created to help in the merge decision-making process.

    Retail Analytics Implementation Checklist (ID 1573976.1)

    Retailers should use this document early in the Retail Analytics implementation planning phase. It allows retailers to ask key questions when selecting a skilled Retail Analytics integrator. It assists integrators when posing key questions to retailers during requirements definition. Lastly, it provides considerations for implementation planning. This checklist should be used to set expectations among all partners and should be considered a longterm reference.


    Wednesday Sep 04, 2013

    Documentation in Oracle Retail Allocation 13.3

    The 13.3 release of Oracle Retail Allocation represents a significantly improved solution, helping retailers determine the inventory requirements at the item, store, and week level using real-time inventory information. This release focused on enhancements related to front-end usability and a better user experience. In addition, the release featured numerous technical and integration enhancements. 

    Highlighted End User Documentation Enhancements

    Oracle Retail Allocation User Guide
    This document's structure was updated to reflect the changes in the user interface.

    • Two new chapters, Introducing the Common User Interface and Understanding the Allocation User Interface were introduced to explain the user interface controls. The Understanding the Allocation User Interface chapter describes the various parts of the allocation workspace and explains how to use worksheets and quick create allocation features.
    • The Create an Allocation chapter was replaced with a new chapter, Creating Standard Allocations. This chapter explains the steps involved in creating and calculating a standard allocation.
    • The Creating Scheduled Allocations chapter was updated to include Worksheets used for creating allocations. 
    • The Maintain What-If Allocations chapter was replaced with Creating What-If Allocations.
    • The Maintain an Allocation chapter was replaced with Managing Allocations. This chapter describes the various editing operations you can perform on an allocation.
    • The Allocation Details chapter was removed and the Assortment View and Final Allocation information was updated and moved to the Managing Allocations chapter. 
    • The Size Profiles chapter was removed and its content moved to the Managing Foundation Data chapter.
    • The Managing Foundation Data chapter explains how to manage policy templates, location groups, size profiles, and system options.
    • In addition to updates mentioned above, the following features were added in all the chapters related to creating allocations: Support for Single Parent/Multi Diff/Multi Size Packs, Worksheets to create allocations, ability to select Inventory Buckets, spread demand mode, Fashion Group Allocation for multiple stores, select seasonal size profile data, freeze logic, pack rounding, and quick location add. 

    Oracle Retail Allocation 13.3/Merchandising Operations Management 13.2.5 Implementation Guide

    • The Oracle Retail Allocation chapter was updated to include information regarding policies and allocation templates. In addition, a new section for System Options was added.

    Oracle Retail Allocation User Interface Administration Guide
    This entirely new document describes operations an administrator can perform to configure and manage the user interface and its security. The document includes the following information:

    • Introduction to the WebCenter Portal Administration Console
      The WebCenter Portal Administration Console offers several administration pages that enable authenticated administrators to perform common administrative duties, including:
      • Configuring Page Templates and Skins
      • Modifying the Navigation Model(s)
      • Modifying the Resource Catalog
      • Creating Task Flows at Runtime
      • Managing Users and Granting Application Roles
      • Managing and Configuring External Applications
    • Configuring Page Templates and Skins
      Applicable Oracle Retail applications are packaged with two page templates and three skins. Page templates are used to maintain a consistent branding and layout for all pages within an application as well as common branding and layout for all applications in a suite of applications. A skin is used to define the appearance of an Oracle ADF web application in a manner similar to cascading style sheets (CSS). Page templates and skins work together to control the layout and appearance of application pages.
    • Modifying the Navigation Models
      The navigation model defines a navigational structure and keeps track of navigational data. A navigation model can consist of a variety of resources, such as task flows, pages, external links, and others.
    • Creating Task Flows at Run Time
      Task flows are reusable building blocks developed using the Oracle Application Developer Framework (ADF). Rather than developing an application as a single large JSF page flow, application developers break up page design into a collection of reusable task flows. Oracle Retail Allocation was developed using task flows. The application's resource catalog is configured with additional task flows that can be added at run time. Using Oracle Composer, you can edit the application page from either the WebCenter Portal Administration Console or from the Edit Current Page menu item on the application's main page.

    Oracle Retail Allocation Operations Guide
    The following enhancements were made to this document:

    • Backend System Administration and Configuration chapter
      Steps to configure dynamic logging in WebLogic have been added.
    • Functional Design chapter
      The Net Need at Store Level Calculation section now includes an updated stock on-hand calculation.
    • Java Batch Process chapter
      The AllocationAutoScheduleBatch batch job has been renamed ScheduledAllocationBatchClient. Running the AllocScheduleBatch has been updated. Rule Level On Hand (RLOH) batch information has been added.
    • Internationalization chapter
      Internationalization is the process of creating software that can be translated easily. Changes to the code are not specific to any particular market. Allocation has been internationalized to support multiple languages. This section describes configuration settings and features of the software that ensure that the base application can handle multiple languages.
    • Implementing Functional Security chapter
      This new chapter discusses the Allocation functional security and the components used to implement it. The chapter includes the following sections:
      • Introduction to Retail Roles
      • Retail Role Hierarchy
      • Default Security Reference Implementation
      • Extending the Default Security Reference Implementation 

    List of End User Documents in Allocation, Release 13.3

    The following documents are included in Release 13.3:

    • Oracle Retail Allocation Release Notes
    • Oracle Retail Allocation Installation Guide
    • Oracle Retail Allocation Online Help and User Guide
    • Oracle Retail Allocation User Interface Administration Guide
    • Oracle Retail Allocation Data Model
    • Oracle Retail Allocation Operations Guide
    • Oracle Retail Allocation Licensing Information Guide
    • Oracle Retail Merchandising Batch Schedule 
    • Oracle Retail Merchandising Implementation Guide

    Monday Jul 15, 2013

    Oracle Retail Product Overviews

    In order to better enable and educate retailers and partners, the Oracle Retail Curriculum team, in partnership with Oracle Retail Product teams and Customer Support, have published Oracle Retail Product Overviews to My Oracle Support. Product Overviews are high-level recordings that highlight the business use, features and benefits of Oracle Retail Products, Release 13.X. The Product Overviews also include a short demonstration of the product that they reference, in order to introduce you to key functionality and the user interface (UI). Recordings are each less than one hour long and are intended as a stand-alone, self-paced introduction. 

    More in-depth training is available via Oracle University.

    Oracle Retail Applications Product Overview Video Index (ID 1561647.1)

    Available Product Overviews include:

    • Oracle Retail Active Retail Intelligence (ARI)
    • Oracle Retail Advanced Inventory Planning (AIP)
    • Oracle Retail Back Office (BO) Labels and Tags
    • Oracle Retail Demand Forecasting (RDF)
    • The Oracle Retail Fashion Planning Bundle solution
    • Oracle Retail Fiscal Management
    • The Oracle Retail Integrated Inventory Planning Suite solution
    • Oracle Retail Integration Bus (RIB)
    • Oracle Retail Invoice Matching (ReIM)
    • Oracle Retail Item Planning configured with Clearance Optimization Engine (IP-COE)
    • Oracle Retail Merchandise Financial Planning (MFP)
    • Oracle Retail Merchandising Analytics
    • Oracle Retail Merchandising System (RMS)
    • Oracle Retail Merchandising System (RMS) Foundation Data
    • Oracle Retail Merchandising System (RMS) Inventory and Stock
    • Oracle Retail Merchandising System (RMS) Purchase Orders and Deals
    • Oracle Retail Point of Service (ORPOS)
    • Oracle Retail Predictive Application Server (RPAS) Configuration Tools
    • Oracle Retail Predictive Application Server (RPAS) Classic Client
    • Oracle Retail Predictive Application Server (RPAS) Fusion Client
    • Oracle Retail Price Management (RPM)
    • Oracle Retail Reference Model
    • Oracle Retail Regular Price Optimization (RPO)
    • Oracle Retail Replenishment Optimization (RO)
    • Oracle Retail Returns Management
    • Oracle Retail Sales Audit (ReSA)
    • Oracle Retail Size Profile Optimization  (SPO)
    • Oracle Retail Store Inventory Management (SIM)
    • Oracle Retail Trade Management (RTM)
    • Oracle Retail Warehouse Management System (RWMS)


    Wednesday May 29, 2013

    Documentation in Oracle Retail Category Management, Release 13.4.1

    The 13.4.1 release of Oracle Retail Category Management is a completely new solution and is only available for use with the Oracle Retail Predictive Application Server (RPAS) Fusion User Interface. This solution supports the development of category business plans and broadly follows the traditional Category Management business process. Oracle Retail Category Management brings in the contemporary best-practices from the retail industry as part of its functionality. The key differentiating factors of Category Management, which facilitate decision making in the category management business practice, include the following:

    • Consumer Segment perspective based on demographics and psychographics 
    • Market, competition, and household customer perspectives based on external data sourced from third-party data aggregation companies
    • Item Performance Index (IPI) to rank item's/product category's performance
    • Consumer Decision Trees to understand the consumer's buying process based on consumer segments so as to align the retailer's offerings accordingly

    Oracle Retail Category Management consists of the following modules:
    • Category Planning enables the retailer to perform higher-level category planning activities.
    • Assortment Planning and Rationalization enables a retailer to analyze their current assortment, determine appropriate market coverage, and rationalize and quantify assortment decisions for both store clusters and at the individual store level.

    Highlighted End User Documentation Enhancements

    • Oracle Retail Category Management User Guide for the RPAS Fusion Client
      This guide includes a chapter for each task in the taskflow. For each task, the chapter is further organized by the steps, tabs, and views available for that task. The tabs within a step group views together based on related purpose. For each view, a screenshot and list of the measure labels available in that view are provided. Taskflow diagrams for the Category Planning, Assortment Rationalization by Cluster, and Assortment Rationalization by Store tasks are included. A Glossary and an Appendix contain descriptions for measure labels.
    • Oracle Retail Category Management Implementation Guide
      This guide describes post-installation tasks that need to be performed in order to bring Category Management online and ready for production use. The document is addressed to an implementer who understands the interface requirements of the integrated applications and data sources for the master data, demand, and inventory history. The Implementation Guide addresses the following topics:
      • Implementation Considerations
        An overview of the factors that need to be considered when planning the implementation, including data requirements, hardware issues, and security.
      • Build Scripts
        A discussion of the setup that is required before building the Category Management domain. This includes environment variables, required hierarchy and data files, and the build script for the domain.
      • Data Flow
        An overview of the flow of data between Category Management and other applications (external source, data aggregator, and merchandising system).
      • Script Integration
        A discussion of the export script used for exporting data from Category Management and the import script used for importing data into Category Management.
      • Configuration Considerations
        Details about changing the configuration of the Category Management hierarchies.
      • Batch Processing
        A summary of the scripts and rule groups used to maintain Category Management through batch processing.
      • Internationalization
        An overview of how Category Management addresses Localization (translations, for example) and Internationalization.
      • Data
        A list of Category Management measures to assist when planning the data that must be loaded into each measure.

    List of End User Documents in Category Management, Release 13.4.1

    The following documents are included in release 13.4.1:

    • Oracle Retail Category Management Release Notes
    • Oracle Retail Category Management Installation Guide
    • Oracle Retail Category Management Implementation Guide
    • Oracle Retail Category Management User Guide for the RPAS Fusion Client

    Friday Apr 12, 2013

    Announcing Functional White Papers Addressing Stock Counts for RMS and SIM

    Inventory accuracy is a critical and highly sensitive area affecting retailers, and it has a significant impact on increasing levels of customer service, reducing costs, and enhancing productivity. Stock counts are one of the main tools retailers have to ensure their perpetual inventory is accurate. Oracle Retail has published two new documents on My Oracle Support (https://support.oracle.com) that provide partners and retailers with deeper functional information about stock counts in Oracle Retail Merchandising System (RMS) and in Oracle Retail Store Inventory Management (SIM).

    Oracle Retail Merchandising System Stock Counts Overview (1536804.1)

    This document provides an overview of the primary functions and features of the Stock Count module in Oracle Retail Management System (RMS) as well as an overview of the integration of this module with Oracle Retail Store Inventory Management (SIM) and Oracle Retail Warehouse Management System (RWMS). This white paper covers numerous topics around stock counts including:

    • Scheduling stock counts
    • Creating stock count requests
    • Inventory snapshots
    • Uploading count results
    • Reviewing, updating, and accepting count results
    • Updating and reviewing the value of a count
    • Processing value results
    • Reviewing the month end process
    • Batch processes related to stock counts
    • System level settings related to stock counts

    Oracle Retail Store Inventory Management Stock Counts Overview (ID 1541449.1)

    All stock counts in SIM follow a similar process flow. The general process of taking a stock count begins with the setting up of a product group (with the exception of Ad Hoc stock counts). When a product group is created, it can be named in any way that is meaningful to the user. A group can be a way to logically group the items, such as by department or a specific section of a store. After the product group is set up, the user must schedule the stock count. When the schedule date is reached, the stock count appears on the Stock Count List screen. The user can then perform the stock count.

    Topics in this White Paper include the following:

    • Stock count functional overview
    • Types of stock counts
    • Stock count configuration
    • Creating, scheduling, generating, and starting stock counts
    • Counting and recounting
    • Processing third party results
    • Viewing and updating rejected items
    • Authorizing a stock count
    • Updating stock on hand (SOH)
    • Stock-count related process flows
    • Tables and batches used for 'unit and amount' stock counts
    • Glossary

    Thursday Mar 07, 2013

    Announcing a New Documentation Deliverable: Patch Value Propositions (PVP)

    In order to assist retailers and partners as they plan to implement upcoming Oracle Retail patches, the Sustaining Engineering team, in partnership with the Documentation team, is publishing a new type of document on My Oracle Support (https://support.oracle.com) for selected Support releases: Patch Value Propositions (PVP). 

    PVPs offer retailers an early view of fixes and enhancements (functional, technical, integration, and so on) that are scheduled for inclusion in a patch. PVPs are provided at either the product level or the solution unit level, and they are intended to assist partners and retailers in their long-term planning. The first release to offer PVPs is the upcoming 13.1.7 release.

    Please note that the contents of PVPs are for reference purposes only and actual release contents may differ. Retailers and partners should always consult the generally available (GA) documentation at the time of the release to understand its final contents. 

    PVPs for 13.1.7 (1527303.1)

    • Oracle Retail Warehouse Management System 13.1.7 Patch Value Proposition
    • Oracle Retail Technology Group (RTG) 13.1.7 Patch Value Proposition
    • Oracle Retail Merchandise Operations Management 13.1.7 Patch Value Proposition
    • Oracle Retail Markdown Optimization 13.1.7 Patch Value Proposition
    • Oracle Retail POS Suite 13.1.7 Patch Value Proposition
    • Oracle Retail Store Inventory Management 13.1.7 Patch Value Proposition 

    Thursday Feb 07, 2013

    Announcing Key Technical Papers for the POS Suite

    Oracle Retail has published new documents on My Oracle Support (https://support.oracle.com) that provide partners and retailers with deeper technical information about the Oracle Retail POS Suite, which includes the following products Oracle Retail Back Office, Oracle Retail Central Office, Oracle Retail Labels and Tags, Oracle Retail Point-of-Service, and Oracle Retail Returns Management.

    Oracle Retail Point-of-Service ACI PINComm Configuration

    •  Doc ID: 1517336.1
      This document describes how to configure Oracle Retail Point-of-Service (ORPOS) clients (register software) to connect to PINComm, an ACI payment application.

    Oracle Retail Point-of-Service Remote Store Server Configuration 

    • Doc ID: 1516246.1
      In a typical Oracle Retail Point-of-Service deployment, the store server is located with the registers within the store’s wall. A Remote Store Server (RSS) configuration means that the Point-of-Service application can be deployed such that the store server is located outside the store in a remote location. As an optimization, the register software can be configured to perform local reads for some information instead of relying on a remote database. This document describes the configuration changes necessary to accomplish this optimization for releases 13.3.x and 13.4.x.

    Oracle Retail Point-of-Service 13.4 Configuring the Transaction ID Format 

    • Doc ID: 1514540.1
      This document describes how to configure the transaction ID for the Oracle Retail POS Suite applications. By default, Oracle Retail Point-of-Service (ORPOS) formats the transaction ID as 12 alphanumeric characters. This document provides the configuration changes needed to modify the format of the transaction ID.

    Oracle Retail Point of Service Setting Mobile Device Language and Locale

    • Doc ID: 1490336.1
      This document describes how to set the language and locale on the mobile device.

    Oracle Retail POS Suite Web Applications Security Options

    • Doc ID: 1468243.1
      This document identifies security access points available in the Oracle Retail POS Suite.

    Oracle Retail Central Office Adding a New Store on the Oracle Stack

    • Doc ID: 1522272.1
      This document describes how add a new store to the store hierarchy for Oracle Retail Central Office on the Oracle Stack.


    Wednesday Jan 02, 2013

    Documentation in Oracle Retail Merchandising System with Brazil Localization, Release 13.2.5

    The patch release of Oracle Retail Merchandising System with Brazil Localization 13.2.5 was released in November 2012. The release included fixes and enhancements to the Oracle Retail Fiscal Management (ORFM) documentation set. ORFM is an optional module of RMS that supports Brazil localization and the particular tax requirements of Brazil.

    Highlighted End User Documentation Enhancements

    • Oracle Retail Fiscal Management (ORFM) User Guide
      • The Foundation Data chapter was updated to include parameters of Fiscal Utilization Attributes.
      • The Purchase Order chapter was updated with additional fields in Fiscal Document Details, Header Taxes tab, Additional Info tab, Transportation Details tab. The Complementary NF section was updated to include the following additional NFs: Triangulation, Non-merchandise cost, Cost/Tax correction. The following sections were added: Deal Income Posting, Deal Types.
      • The Inventory Control chapter was updated with Customer Delivery NF section.
      • The NF-e chapter was updated with NF-e Processing and Cancelling NF-e sections.
      • The Financial Postings chapter was updated with process flow for Account Setup and Financial Posting. The following sections were added: Dynamic Segment Setup, General Ledger Cross Reference, Creating General Ledger Cross Reference, and Chart of Accounts.
      • The StandAlone NF chapter was added to include Direct NF and Free Form NF.
    • Oracle Retail Fiscal Management/RMS Brazil Localization Implementation Guide
      • The Oracle Retail Fiscal Management (ORFM) Overview chapter was updated to include the following NFs: Direct, Free Form, and Sales in Requisition Types section.
      • The Understanding ORFM Implementation Checklists chapter was updated to include the several utilization code parameters.
      • The RMS Setup for ORFM and Brazil Localization chapter was updated with the following setups: FM Tran Code, Set of Books, Chart of Account, GL Options, Dynamic Segments for Chart of Accounts, Account setup for Chart of Account, and GL Cross Reference. 
      • The Integration chapter was updated with the following sections: ORFM integration with financial application to support Enterprise Business Suite (EBS) integration, Retail Merchandise Authorization (RMA), Triangulation, and EDI NF.
      • The Understanding NF-e and SPED chapter was updated with a note on ORFM supporting integration with fiscal partners, Mastersaf, and Synchro for NF-e and SPED.
      • The Maintaining Tax Related Data chapter was updated to include the Item Cost for Non-Brazil supplier (Multi-currency operations) section.
      • The Working with RTIL chapter was updated to include the TaxWeb Failures and Associated RIB Impacts section.
      • The Batch Process chapter was updated to include the following sections: Deal Income Posting Batch, Financial Postings for Tax Changes.

    List of End User Documents in RMS with Brazil Localization 13.2.5

    • Oracle Retail Merchandising System with Brazil Localization Release Notes
    • Oracle Retail Fiscal Management Installation Guide
    • Oracle Retail Fiscal Management User Guide
    • Oracle Retail ORFM-RMS Brazil Localization Implementation Guide
    • Oracle Retail Fiscal Management Data Model
    • Oracle Retail Merchandising Batch Schedule

    New documents on My Oracle Support for Brazil Localization

    • Oracle Retail Fiscal Management/RMS Brazil Localization Multi-currency Operations White Paper (Doc ID 1493604.1)
    • Oracle Retail Fiscal Management/RMS Brazil Localization Enterprise Business Suite White Paper (Doc ID 1493605.1)
    • Oracle Retail Fiscal Management/RMS Brazil Transfer Price Nota Fiscal White Paper (Doc ID 1493606.1)

    Friday Nov 30, 2012

    Announcing Key Functional White Papers for SIM and ReIM

    Oracle Retail has published two new documents on My Oracle Support (https://support.oracle.com)  that provide partners and retailers with deeper functional information about two products: Oracle Retail Store Inventory Management (SIM) and Oracle Retail Invoice Matching.

    Oracle Retail Store Inventory Management Item Configuration White Paper (Doc ID 1507221.1)

    There is functionality within the Store Inventory Management system related to item configuration that spans across multiple concepts that apply to the application as a whole rather than to a specific area. This white paper covers numerous topics around item configuration including:

    • Item Transaction Levels
    • Item Long Description
    • Pack Size
    • Standard Unit of Measure
    • Standard Unit of Measure Conversion
    • Pack Items
    • Simple Pack Conversion Items (Notional Packs)
    • Ranging Items
    • Item Status
    • Non-Sellable Items
    • Type-2 Item Recognition
    • UPC-E Barcodes
    • Non-Inventory Items
    • Consignment and Concession Items
    • Quick Response Codes


    Oracle Retail Invoice Matching Financial Transactions (Doc ID 1500209.1)

    This document explains the financial transactions that are posted by Oracle Retail Invoice Matching (ReIM). The scope of the document is limited to ReIM transactions only, and does not explain Retail Merchandising System (RMS), Finance, or Account Receivable transactions.

    ReIM follows the double-entry accounting standard, which works by recording the debit and credit of each financial transaction belonging to each party involved. Each transaction means a profit to one account (debit) and a loss to another account (credit).

    Full invoice match processing is completed in ReIM with payment recommendations communicated to Oracle Accounts Payable. ReIM matches merchandise orders and receipts against merchandise invoices, performing automated and manual matching, as well as discrepancy-resolution processing. Matched invoices are posted to interface staging tables specifying the amount and date to pay, vendor, site ID, General Ledger Chart of Accounts (GL CoA) information, and payment terms. Other payables documents, including debit memos, credit memos and credit notes are also interfaced to Accounts Payable through the ReIM staging tables (IM_AP_STAGE_HEAD and IM_AP_STAGE_DETAIL). For information about how ReIM engages in this processing, see the latest Oracle Retail Invoice Matching Operations Guide. Certain ReIM transactions are not interfaced to Oracle Payables, but instead are interfaced to Oracle General Ledger through the IM_FINANCIAL_STAGE table. When analyzing transactions posted through the staging tables, retailers should note the transaction type, Standard/Credit, as well as the sign in the amount field. Technically, a negative sign on a credit transaction changes the transaction to a debit entry, and vice versa. This document is concerned about the financial meaning of the transactions, and will avoid a discussion of negative numbers in T-charts.



    Friday Oct 26, 2012

    Announcing Oracle Retail Reference Model, Version 2.4

    The Oracle Retail Reference Model (RRM) collection of established practice business processes has been updated and re-released as RRM, Version 2.4. A permanent link to the My Oracle Support Document ID, 1145264.1, is available on the right side of this blog, in the Bookmarks section.

    The Oracle Retail Retail Reference Model (RRM) business process designs are intended to support an implementation of the merchandising, stores, and planning products. These designs are a guide for both the business and implementation teams. They explain some scenarios and factors that need to be considered for a successful implementation. The designs are created for a generic retailer, with some considerations made for hardlines, apparel (softlines), grocery, and telecommunications.

    Oracle Retail Reference Model 2.4

    • Doc ID 1145264.1
      This release includes the following:
      • Updates for particular Oracle Retail application releases since August 2011.
      • Updates per feedback received from process users, including Advanced Inventory Planning flow additions.
      • Improvements in the area of standardized role names and organizational units.

    Please send any questions, comments, and suggestions to retailprocess_ww@oracle.com.

    Friday Oct 05, 2012

    Announcing Two Papers Addressing the RPAS Fusion Client

    Oracle Retail has published two documents to My Oracle Support addressing the Retail Predictive Application Server (RPAS) Fusion Client, a web-based rich client developed using the latest Oracle Application Development Framework (ADF). The Fusion Client provides an enhanced user experience for communicating with the RPAS server.

    Oracle Retail Predictive Application Server Fusion Client Getting Started Guide

    • Doc ID 1492759.1
      The Retail Predictive Application Server (RPAS) is a configurable platform that provides capabilities such as a multidimensional database structure, batch and online processing, a configurable user interface, a configurable calculation engine, user security, and utility functions such as importing and exporting, all on a highly scalable technical environment that can be deployed on a variety of hardware. This paper addresses typical questions that arise during setting up and deploying the Fusion Client, provides performance recommendations, and highlights the differences between the Classic Client and the Fusion Client.

    Oracle Retail RPAS Fusion Client Performance Issue Report

    • Doc ID 1493747.1
      Performance issues can be frustrating for customers, and Oracle Retail will strive to assist you as you attempt to enhance the performance of your systems. To ensure the timeliest processing of your issue, retailers and partners are encouraged to respond as thoroughly as possible to each question in this document, which can be sent back for analysis by logging a Service Request and following typical Customer Support processes. The sections of the document solicit information about the following:
      • Performance Issue Description
      • Performance Issue Details
      • System Configuration Data
      • Application Configuration Data
      • Performance Log Files

    Friday Sep 14, 2012

    Oracle Retail Point-of-Service with Mobile Point-of-Service, Release 13.4.1

    Oracle Retail Mobile Point-of-Service was previously released as a standalone product. Oracle Retail Mobile Point-of-Service is now a supported extension of Oracle Retail Point-of-Service, Release 13.4.1. Oracle Retail Mobile Point-of-Service provides support for using a mobile device to perform tasks such as scanning items, applying price adjustments, tendering, and looking up item information.

    Integration with Oracle Retail Store Inventory Management (SIM)

    If Oracle Retail Mobile Point-of-Service is implemented with Oracle Retail Store Inventory Management (SIM), the following Oracle Retail Store Inventory Management functionality is supported:

    • Inventory lookup at the current store
    • Inventory lookup at buddy stores
    • Validation of serial numbers

    Technical Overview

    The Oracle Retail Mobile Point-of-Service server application runs in a domain on Oracle WebLogic. The server supports the mobile devices in the store. On each mobile device, the Mobile POS application is downloaded and then installed.

    Highlighted End User Documentation Updates and List of Documents 

    • Oracle Retail Point-of-Service with Mobile Point-of-Service Release Notes
      A high-level overview is included about the release's functional, technical, and documentation enhancements. In addition, a section has been written that addresses Product Support considerations.  
    • Oracle Retail Mobile Point-of-Service Java API Reference
      Java API documentation for Oracle Retail Mobile Point-of-Service is included as part of the Oracle Retail Mobile Point-of-Service Release 13.4.1 documentation set.
    • Oracle Retail Point-of-Service with Mobile Point-of-Service Installation Guide - Volume 1, Oracle Stack
      A new chapter is included with information on installing the Mobile Point-of-Service server and setting up the Mobile POS application. The installer screens for installing the server are included in a new appendix.
    • Oracle Retail Point-of-Service with Mobile Point-of-Service User Guide
      A new chapter describes the functionality available on a mobile device and how to use Oracle Retail Mobile Point-of-Service on a mobile device.
    • Oracle Retail POS Suite with Mobile Point-of-Service Configuration Guide
      The Configuration Guide is updated to indicate which parameters are used for Oracle Retail Mobile Point-of-Service.
    • Oracle Retail POS Suite with Mobile Point-of-Service Implementation Guide - Volume 5, Mobile Point-of-Service
      This new Implementation Guide volume contains information for extending and customizing both the Mobile POS application for the mobile device and the Oracle Retail Mobile Point-of-Service server.
    • Oracle Retail POS Suite with Mobile Point-of-Service Licensing Information
      The Licensing Information document is updated with the list of third-party open-source software used by Oracle Retail Mobile Point-of-Service.
    • Oracle Retail POS Suite with Mobile Point-of-Service Security Guide
      The Security Guide is updated with information on security for mobile devices.
    • Oracle Retail Enhancements Summary (My Oracle Support Doc ID 1088183.1)
      This enterprise level document captures the major changes for all the products that are part of releases 13.2, 13.3, and 13.4. The functional, integration, and technical enhancements in the Release Notes for each product are listed in this document.

    Wednesday Aug 15, 2012

    Navigating to Release Readiness Transfer of Information (TOI) Recordings

    TOI  recordings about new features in Oracle Retail applications are available to Oracle-supported customers for the 13.x enterprise releases. Oracle Retail has released over 100 of these TOIs since Oracle Retail began producing them.

    These online courses provide release-specific product knowledge that enables your functional and technical teams to plan, implement and/or upgrade and support Oracle Retail applications effectively and efficiently. TOI training is delivered via Oracle University. Note that you may be prompted to log in to Oracle University the first time you view the recorded training.

    Product-based TOIs

    Oracle Retail application TOIs are divided into two categories: Functional and Technical. Examples include:

    • Oracle Retail Merchandising System (RMS) Functional Overview
    • Oracle Retail Predictive Application Server (RPAS) Platform Technical Overview
    • Oracle Retail Warehouse Management System (RWMS) Technical Overview
    • Oracle Retail Store Inventory Management (SIM) Functional Overview   

    In addition to product TOIs, some TOIs address special topics and deep dives into specific functional, integration or technical changes. Examples include the following:

    • Retail Translation and Internationalization Technical Overview
    • Oracle Retail Merchandise Operations Management - Upgrades Functional Overview
    • Oracle Retail Merchandising System (RMS) Wholesale Franchise Technical Overview
    • Oracle Retail MOM, SIM & RTG Implementation Technical Overview
    • Oracle Retail Store Inventory Management (SIM) - Usability Improvements Functional Overview  

    Documentation TOIs

    In addition to product TOIs, self-paced training is also available that addresses significant Documentation changes in releases 13.0, 13.0.1, and 13.2. Topics include enterprise updates to Documentation technology (such as Oracle Retail's transition to Oracle Help for the Web) as well as updates to solution unit technical documentation (new Implementation Guides, for example) and updates to solution unit functional documentation (new User Guides, for example).

    Navigational Steps to Oracle Retail TOIs

    To access the TOIs, follow these steps:

    1. Log into My Oracle Support at  https://support.oracle.com and access the following:
      Doc ID 732026.1, Get Proactive - Oracle Applications TOI (Transfer of Information) Online Training
    2. Click the drop-down and select Oracle Retail on the Release Readiness Transfer Information TOI Recordings page
    3. Select the Solution area of interest on the Browse Subcategories Retail page (for example, Merchandising Operations Management, Stores, and so on).
    4. Click the link for the applicable application TOI. There may be more than one page of TOI recordings. Click the Next button to see the additional TOIs that are available.  

    Friday Jul 20, 2012

    Documentation in Oracle Retail Price Management and Oracle Retail Allocation, Release 13.1.6

    The Patch Release 13.1.6 of Oracle Retail Price Management (RPM) and Oracle Retail Allocation is now available from My Oracle Support. The Oracle Retail enterprise release of 13.1.6 was a support release that included many fixes; RPM and Allocation also received functional enhancements.

    Highlighted End User Documentation Updates

    • The RPM User Guide was updated to reflect new features for canceling item locations from active promotions and automatic creation of exclusions. This functionality is only applicable to active promotion price events created as simple or threshold, including vendor funded and customer segment. When canceled, the end date is set to VDATE and reflected accordingly in future retail tables. The enhancement covers changes in UI, Database, and PL/SQL. An automatic creation of exclusions for items occurs when items do not pass the conflict check rules. This feature applies to price events created at a higher than transaction level or zone level.
    • The Allocation User Guide was updated to include enhancements to the Pack Distribution mode. Pack Distribution mode can now be used to allocate Non Sellable Fashion Packs.
    • The Allocation Operations Guide was updated to include the logic behind allocating Non-Sellable Fashion Packs using Pack Distribution Mode.

    List of Documents in RPM 13.1.6

    The following documents are included in the patch release:

    • Oracle Retail Price Management Release Notes
    • Oracle Retail Price Management Installation Guide
    • Oracle Retail Price Management Data Model
    • Oracle Retail Price Management Operations Guide
    • Oracle Retail Price Management User Guide and online help
    • Oracle Retail Merchandising Batch Schedule
    • Oracle Retail Merchandising Implementation Guide
    • Defect Reports (available only with the packaged code)

    List of Documents in Allocation 13.1.6

    • Oracle Retail Allocation Release Notes
    • Oracle Retail Allocation Installation Guide
    • Oracle Retail Allocation Data Model
    • Oracle Retail Allocation Operations Guide
    • Oracle Retail Allocation User Guide and online help
    • Oracle Retail Merchandising Batch Schedule
    • Oracle Retail Merchandising Implementation Guide
    • Defect Reports (available only with the packaged code)

    Monday Jul 09, 2012

    Documentation in Oracle Retail Analytics, Release 13.3

    The 13.3 Release of Oracle Retail Analytics is now available on the Oracle Software Delivery Cloud and from My Oracle Support.

    The Oracle Retail Analytics 13.3 release introduced significant new functionality with its new Customer Analytics module. The Customer Analytics module enables you to perform retail analysis of customers and customer segments.

    Market basket analysis (part of the Customer Analytics module) provides insight into which products have strong affinity with one another. Customer behavior information is obtained from mining sales transaction history, and it is correlated with customer segment attributes to inform promotion strategies. The ability to understand market basket affinities allows marketers to calculate, monitor, and build promotion strategies based on critical metrics such as customer profitability.

    Highlighted End User Documentation Updates

    With the addition of Oracle Retail Customer Analytics, the documentation set addresses both modules under the single umbrella name of Oracle Retail Analytics. Note, however, that the modules, Oracle Retail Merchandising Analytics and Oracle Retail Customer Analytics, are licensed separately.

    To accommodate new functionality, the Retail Analytics suite of documentation has been updated in the following areas, among others:

    • The User Guide has been updated with an overview of Customer Analytics. It also contains a list of metrics associated with Customer Analytics.
    • The Operations Guide provides details on Market Basket Analysis as well as an updated list of APIs. The program reference list now also details the module (Merchandising Analytics or Customer Analytics) to which each program applies.
    • The Data Model was updated to include new information related to Customer Analytics, and a new section, Market Basket Analysis Module, was added to the document with its own entity relationship diagrams and data definitions.

    List of Documents

    The following documents are included in Oracle Retail Analytics 13.3:

    • Oracle Retail Analytics Release Notes
    • Oracle Retail Analytics Installation Guide
    • Oracle Retail Analytics User Guide
    • Oracle Retail Analytics Implementation Guide
    • Oracle Retail Analytics Operations Guide
    • Oracle Retail Analytics Data Model

    Monday Jun 11, 2012

    Announcing the new Oracle Retail Workspace, A Configuration of Oracle WebCenter Spaces 11.1.1.5 for Oracle Retail

    For the Oracle Retail 13.2.x enterprise, Oracle Retail Workspace 13.2.4 replaces previous versions of Oracle Retail Workspace. Oracle Retail Workspace 13.2.4 is a supported configuration of Oracle WebCenter Spaces 11.1.1.5 for Oracle Retail.

    Supported Product Overview

    In order to provide a next-generation Oracle user engagement platform for the retail industry, Oracle Retail Workspace leverages WebCenter Spaces. Oracle Retail Workspace is not a licensed retail application with any code. Instead, retailers purchase the underlying technology and then leverage the Oracle Retail Workspace Implementation Guide to configure a portal utilizing Oracle WebCenter Spaces. Oracle Retail Workspace has been repositioned as a configuration of Oracle WebCenter Spaces for the following reasons:

    • The Oracle Retail Workspace configuration utilizes the external application functionality and the application navigator taskflow of the Oracle WebCenter Framework to configure Oracle Retail applications in Oracle WebCenter Spaces.
    • The Oracle WebCenter Framework improves IT development cycle times by blending Web 2.0 services, processes, business intelligence, and transactions in an integrated JSF framework. The Oracle WebCenter Spaces 11g offers features provided by the previous versions of Oracle Retail Workspace that enable retailers to leverage a productive portal-based environment.

    List of Documents

    The following are included in Workspace 13.2.4, A Configuration of WebCenter Spaces 11.1.1.5 for Oracle Retail

    • Oracle Retail Workspace Release Notes
    • Oracle Retail Workspace Implementation Guide

    Workspace Retail Library—Unsupported

    The Oracle Retail Workspace Retail Library is comprised of previously-published accelerator documents and sample code downloads hosted on My Oracle Support. They are not supported, nor are they associated with the support lifecycle of the Workspace application.

    Doc ID: 1461281.1: Oracle Retail Workspace Retail Library

    • Oracle Retail Workspace Retail Library Reference Guide
      A set of Micro-Applications that can be used to perform some of the operations of Oracle Retail Merchandising System (RMS) from outside the application. This document describes the functional and technical design details of the Micro-Applications available in this release, including the following and more:
      • Create Regular Item
      • Create Purchase Order
      • Item Transfer
      • Update Vendor
    • Oracle Retail Fashion Planning Bundle Reports documentation
      The Oracle Retail Fashion Planning Bundle Reports package includes role-based Oracle Business Intelligence (BI) Enterprise Edition (EE) reports and dashboards that provide an illustrative overview highlighting the Fashion Planning Bundle solutions. These dashboards can be leveraged out-of-the-box or can be used along with the other dashboards and reports that may have already been created to support a specific solution or organizational needs. This package includes dashboards for the Assortment Planning, Item Planning, Item Planning Configured for COE, Merchandise Financial Planning Retail Accounting, and Merchandise Financial Planning Cost Accounting applications.
    • Oracle Retail Accelerators for WebLogic Server 11g Micro-Applications Development Tutorial
      This tutorial describes how you can create a Micro-Application for the Create a Regular Item task in the Retail Merchandising System (RMS) application using Oracle JDeveloper and ADF.
    • Retail Accelerators: Developing ADF Reports for RPAS
      This document illustrates how you can use the Oracle Application Development Framework 11g (ADF) to generate reports that provide insights from the Oracle Retail Predictive Application Server (RPAS) based applications.
    • Oracle Retail Accelerators Guide for WebCenter 11g
      Oracle Retail Accelerators Guide for WebCenter 11g describes how you can integrate Oracle Retail applications with Oracle WebCenter Spaces and customize WebCenter Spaces to include custom-developed content.
    • Oracle Retail Accelerators, Developing Oracle BI EE reports on RPAS Domain Data
      This document illustrates how you can set up the integration between BI EE and RPAS domains to generate BI EE reports and dashboards for RPAS.
    • Oracle Retail Accelerators, Developing Oracle BI EE Reports on RPAS Workbooks
      This document outlines a process to create real-time Oracle Business Intelligence (BI) Enterprise Edition reports against RPAS workbooks dynamically, as opposed to directly going against the RPAS domain for the data. 

    Friday May 25, 2012

    Announcing a New Retail Acronyms Document and Noting the Retail Glossary

    There are a significant number of acronyms utilized throughout the user interface of Oracle Retail applications. In response to requests from partners and retailers, Oracle Retail has published a document on My Oracle Support (https://support.oracle.com), Retail Acronyms Expanded.

    • Doc ID: 1461340.1
      This document summarizes and then expands the key acronyms found in Oracle Retail applications as well as in the Retail industry. This list is provided as reference material and is not comprehensive.

    Along a similar theme, a document to note is the Retail Core Terminology Glossary-Translated, which not only defines significant terms used both in the retail industry and in Oracle Retail applications, but also provides their translations into 17 languages. From this document you can learn, for example, that the German term for Item is Artikel, and the Spanish term for Buyer is Comprador.

    • Doc ID: 1318990.1
      This document contains key definitions and translations of words frequently used in the Retail Enterprise.

    Thursday May 10, 2012

    Announcing Oracle Retail Tutorials to Aid in Oracle Retail Documentation Nagivation and Requirement Verification

    Oracle Retail  is currently piloting a new training opportunity for retailers and partners – Oracle Retail Tutorials. These tutorials are intended to provide short product-related content in areas that may be particularly challenging, or for which Oracle can add value by providing a recorded demonstration. The first tutorial below addresses how Oracle Retail documentation as a whole and how to access it. The second tutorial addresses how the retailer or partner can verify, using commands, the prerequisite application server requirement information published in Oracle Retail Installation Guides. 

    Oracle Retail Documentation Tutorial

    • Doc ID: 1455710.1
      This tutorial provides the following:
      • Education about how Oracle Retail documentation is delivered
      • A description of typical documentation deliverables
      • How to view and use the documentation
      • How to provide feedback

    Three primary types of Oracle Retail documents are discussed: End User Documentation, Online Help, and My Oracle Support Documents.

    Pre-Check Application Server Requirements for Oracle Retail Central Office 13.4.1

    • Doc ID: 1457354.1
      Before an application is deployed onto any system, there are certain prerequisites that must be met for it to be implemented correctly and make it functional. This tutorial describes the commands and steps involved in checking for the application server prerequisites that are declared in Oracle Retail Installation Guides. As its example, the tutorial steps the viewer through the commands needed to verify the application server requirements of Oracle Retail Central Office 13.4.1.

    Friday May 04, 2012

    Documentation in AIP, Release 13.3

    The 13.3 Release of Oracle Retail Advanced Inventory Planning (AIP) is now available on the Oracle Software Delivery Cloud and from My Oracle Support.

    Highlighted End User Documentation Updates

    • AIP Installation Guide
      With this release, AIP runs on the 13.3 Release of the Oracle Retail Predictive Application Server (RPAS), so AIP takes advantage of RPAS's technical enhancements, including Hierarchy Integer Indexing. For AIP configurations, several of the internal names for the objects in the workbooks have been updated to be more consistent. The AIP Installation Guide includes a new appendix, "Configuration Name Changes," to provide a reference for the configuration adjustments that are necessary when upgrading from a previous AIP release to the current release.
    • Store and Warehouse Replenishment Planning User Guide for Classic Client;
      Store and Warehouse Replenishment Planning User Guide for Fusion Client
      These documents have been updated for Warehouse External Demand. External demand is demand placed on a warehouse for locations and systems outside of AIP. The ability to load external demand for planning against the warehouses provides more rollout options. A warehouse can now support demand from external systems only or a mix of external demand and/or demand generated by AIP from lower network tiers.

    List of Documents

    The following documents are included in AIP 13.3:

    • Oracle Retail Advanced Inventory Planning Release Notes
    • Oracle Retail Advanced Inventory Planning Installation Guide
    • Oracle Retail Advanced Inventory Planning Implementation Guide
    • Oracle Retail Advanced Inventory Planning Operations Guide
    • Oracle Retail Advanced Inventory Planning Administration Guide
    • Oracle Retail Advanced Inventory Planning Data Model Volume 1—Oracle Database Data Model
    • Oracle Retail Advanced Inventory Planning Data Model Volume 2—Measure Reference Guide
    • Oracle Retail Advanced Inventory Planning Store and Warehouse Replenishment Planning User Guide for the RPAS Classic Client
    • Oracle Retail Advanced Inventory Planning Store and Warehouse Replenishment Planning User Guide for the RPAS Fusion Client
    • Oracle Retail Advanced Inventory Planning Store and Warehouse Replenishment Planning Online Help
    • Oracle Retail Advanced Inventory Planning Data Management User Guide
    • Oracle Retail Advanced Inventory Planning Data Management Online Help
    • Oracle Retail Advanced Inventory Planning Order Management User Guide
    • Oracle Retail Advanced Inventory Planning Order Management Online Help

    Tuesday Apr 24, 2012

    Corrections and Enhancements in Oracle Retail Installation Guides

    Oracle Retail is committed to making Oracle Retail products easier to install and configure. In the past year, Oracle Retail created a new process to allow regular updates to be made to the installation documentation based on feedback from customers and partners, and from internal discoveries. This process is summarized far below and in the following knowledge article on My Oracle Support (https://support.oracle.com): Doc ID1307682.1.

    Key corrections and enhancements to the Oracle Retail Installation Guides have been occurring in these areas, among others:

    • Additional detail was included regarding technology infrastructure setup required prior to Oracle Retail product installation.
    • Greater clarity was provided about user configuration during installation for online and batch access.
    • Manual processes were made easier to follow through the addition of context within procedural steps.
    • Installation screens that were optional, or dependant upon answers to prior questions, were denoted more clearly. 
    • Cross references were added to whitepapers containing more detail about technology stack installation and configuration.
    • Simple verification tests were included that can be run after installation to validate application deployment.
    • Information common to multiple guides was included and verified so that the guides became more consistent.

    Oracle Retail is committed to continually improving the installation guides and welcomes customers' comments and suggestions on their quality and usefulness.

    To send comments, use this email address: retail-doc_us@oracle.com

    Improved Process for Installation Guide Corrections

    To more quickly address critical corrections to installation guide content, Oracle Retail installation guides may be republished whenever a correction or enhancement is needed. For these updates, the republication of an installation guide is not attached to a release number; the document is simply replaced on the Oracle Technology Network Web site. This process prevents delays in making corrections available to retailers and partners. For the customer, it means that before you begin installation, you must verify that you have the most recent version of the installation guide. Oracle Retail installation guides are available on the Oracle Technology Network at the following URL:
    http://www.oracle.com/technology/documentation/oracle_retail.html
    An updated version of an installation guide is indicated by Oracle part number, as well as print date (month and year). An updated version uses the same part number, with a higher-numbered suffix. For example, part number E123456-02 is an updated version of an installation guide with part number E123456-01. If a more recent version of an installation guide is available, that version supersedes all previous versions. Only use the newest version for your installation.

    Thursday Apr 19, 2012

    Documentation in Oracle Retail Price Management (RPM), Release 13.2.4

    The Patch Release 13.2.4 of Oracle Retail Price Management (RPM) is now available from My Oracle Support.

    End User Documentation Enhancements

    • RPM User Guide
      The RPM User Guide was updated to reflect the new functionality addressing time-based promotions. The user can now enter discounts specific to events such as happy hours, door buster sales, or special holiday promotions by entering a specific start and end times associated with dates. The user indicates a Time Based Promotion by selecting the new checkbox on the RPM promotion screens, such as Add Components to a Promotion, Create a Threshold Component, Create a Multi-Buy Component, and Create a Simple Component, when setting up the promotion details.
    • RPM Operations Guide
      There were batch documentation updates implemented in conjunction with Future Retail enhancement functionality. This functionality is associated with RPM's ability to store future retail data above the transaction item and location level.

    List of Documents in RPM 13.2.4

    The following documents are included in the patch release:

    • Oracle Retail Price Management Release Notes
    • Oracle Retail Price Management Data Model
    • Oracle Retail Price Management Installation Guide
    • Oracle Retail Price Management Operations Guide
    • Oracle Retail Price Management User Guide and online help
    • Oracle Retail Merchandising Batch Schedule
    • Oracle Retail Merchandising Implementation Guide
    • Oracle Retail POS Suite 13.4.1/Merchandising Operations Management 13.2.4 Implementation Guide
    About

    The blog is designed to help retailers and partners receive regular updates about documentation releases at Oracle Retail.

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