Monday May 04, 2015

Announcing the Oracle Retail Store Inventory Management Functional and Technical Library

Oracle Retail has published functional and technical supplemental documentation on My Oracle Support (https://support.oracle.com) that provides partners and retailers with additional information for the Oracle Retail Store Inventory Management (SIM) application. These documents reside on My Oracle Support under different Doc IDs. A library is now available on My Oracle Support that provides access to this supplemental documentation from one location.

Oracle Retail Store Inventory Management (SIM) 14.x Functional and Technical Library (Doc ID 2003369.1)

The documents in the library currently cover the 14.0 and 14.1 releases. Documents will continue to be added to this library. For information on the technical papers available in the library, see the following blog entry:

Announcing new Technical Papers for SIM and POS Suite

In addition to the SIM documents described in that blog entry, the following documents are also available in the library:

Retail Store Inventory Management 14.1 Ticketing Overview

This document provides an overview of the ticketing functionality in SIM 14.1.

SIM Partitioning Guide

This spreadsheet provides information on the table partition definition in SIM 14.0.

Monday Apr 13, 2015

Oracle University Retail Training, Release 14.0

Training is available for the Oracle Retail 14.0 solutions. These courses help you learn how to configure, administer, manage, and use the Oracle Retail 14.0 applications.
Oracle University offers over 20 courses that span the Oracle Retail product set. Classes are routinely scheduled in our Live Virtual Classroom format, which enables you to attend live, hands-on training using the Internet. Some of our more popular Oracle Retail 14.0 courses are listed below.
Be sure to check out the entire list of available Oracle Retail courses and schedules:
http://education.oracle.com/pls/web_prod-plq-dad/db_pages.getpage?page_id=600

Oracle Retail Merchandising System 

Oracle Retail Merchandising System (RMS) helps manage the fundamental processes of a retail business. The RMS training provides a deep understanding of how to use this solution to manage your operations through seamless execution of processes, such as purchasing, distribution, order fulfillment, and financial close. Some courses in this area include:

Oracle Retail Planning and Optimization

The Oracle Retail Planning and Optimization solutions let you apply multiple data sources and optimization science with a common demand forecast to optimize assortments, pricing, promotion, and space. Training helps you learn how to implement, use, and leverage these solutions so that you can drive sales and margin.

Some courses in this area include:

Oracle Retail Predictive Application Server (RPAS) is the platform used by the Planning and Optimization solutions. RPAS provides the infrastructure needed to store, process, and produce information based on data input by the retailer.
RPAS Administration and Configuration Fundamentals 14.0 - 5 day course http://education.oracle.com/pls/web_prod-plq-dad/db_pages.getpage?page_id=609&get_params=dc:D85409

Oracle Retail Item Planning (IP) is part of an overall planning process that involves item planning at multiple levels of the product hierarchy.
Retail Item Planning Business Essentials 14.0 - 2 day course http://education.oracle.com/pls/web_prod-plq-dad/db_pages.getpage?page_id=609&get_params=dc:D85922

Oracle Retail Merchandise Financial Planning (MFP) provides strategic and financial product planning functions.
Retail Merchandise Financial Planning Business Essentials 14.0 - 2 day course
http://education.oracle.com/pls/web_prod-plq-dad/db_pages.getpage?page_id=609&get_params=dc:D85769

Oracle Retail Demand Forecasting (RDF) enables you to manage a single forecast to drive profitable planning and operations reflecting customer preferences.
Retail Demand Forecasting (RDF) Business Essentials 14.0 - 2 day course http://education.oracle.com/pls/web_prod-plq-dad/db_pages.getpage?page_id=609&get_params=dc:D85859

Oracle Retail Store Operations 

Oracle Retail Store Operations help you adapt and deploy service and sales platforms to meet consumer expectations of convenience, information, and personalized service. Training shows you how to install, integrate, and use these solutions to help maintain and monitor your store business. Key courses for this solution include:

Oracle Retail Store Inventory Management (SIM) is a mobile and PC based inventory management application.
Oracle Retail Store Inventory Management (SIM) Business Essentials 14.0 - 3 day course http://education.oracle.com/pls/web_prod-plq-dad/db_pages.getpage?page_id=609&get_params=dc:D85871

Oracle Retail Returns Management is used at the corporate office to reduce overall return rates, prevent and catch return fraud, and improve customer service.
Retail Returns Management (RM) Business Essentials 14.0 - 1 day course http://education.oracle.com/pls/web_prod-plq-dad/db_pages.getpage?page_id=609&get_params=dc:D85475

Oracle Retail Point-of-Service is a point-of-sale application that provides the capabilities to carry out day-to-day transactions and conduct daily store activities.
Retail Point-of-Service (POS) Business Essentials 14.0 - 2 day course http://education.oracle.com/pls/web_prod-plq-dad/db_pages.getpage?page_id=609&get_params=dc:D85415

Oracle Retail Back Office is used to access, maintain, and monitor store operations.
Retail Back Office (BO) Business Essentials 14.0 - 1 day course http://education.oracle.com/pls/web_prod-plq-dad/db_pages.getpage?page_id=609&get_params=dc:D85467

Oracle Retail Central Office is used at the corporate office to manage data movement and access real-time information across the retailer’s enterprise.
Retail Central Office (CO) Business Essentials 14.0 - 1 day course http://education.oracle.com/pls/web_prod-plq-dad/db_pages.getpage?page_id=609&get_params=dc:D85471

Friday Mar 13, 2015

Oracle Retail Reference Library, Release 14.1

The Oracle Retail Reference Library (RRL) is a collection of detailed implementation information for partners and retailers, including business process models, architectural diagrams, and a retail glossary. The RRL contains deep retail intellectual property that can help retailers accelerate their implementations and derive maximum value from Oracle Retail software. The RRL is available on My Oracle Support (MOS) at the numbers below.

Oracle Retail Reference Library (Doc ID 1617507.1,
Patch Number 19988589)

RRL consists of the following components:

  • The Retail Reference Model (RRM) is a comprehensive collection of established, industry leading business processes which guide retailers and implementers on the use of Oracle Retail applications. RRM is based on the input and experience that Oracle Retail and their partners have gained in working with a broad range of retail customers. The processes align with Oracle applications, leverage industry standards, and help business units communicate with Information Technology (IT). Process flows are created in Microsoft Visio to enable retailer-specific business processes to be managed and maintained.
  • The Retail Reference Architecture (RRA) describes various views of Oracle Retail’s solution offerings, including contextual models, integration models, and deployment models. Those implementing Oracle Retail’s products will find RRA a useful starting point in understanding how enterprise systems fit together. It is meant to convey information to a broad audience, from IT executives to development staff. The ability to know context around a particular component in a system and understand where the system plays a part in the enterprise is essential when making decisions about customization and deployment options.
  • The Retail Semantic Glossary (RSG) provides a single source for defining terms, metrics, and measures used by retailers. Users can search for terms in order to understand their definition, calculation, synonyms, and context thus helping to align departments and provide consistency. The full installation of RSG also enables users to customize the glossary by adding, editing, or deleting content.

Simplified Installation Process

Each component, RRM, RRA, and RSG, is now available in a separate zip file. The zip files can be installed in any order. A full installation of RRL is also available. For more information on installation, see the Oracle Retail Reference Library README available on My Oracle Support.

Updates for Release 14.1

RRL is updated to reflect product enhancements made in release 14.1. The following enhancements are made to the specific components:

Retail Reference Model

  • A new spreadsheet provides descriptions of the responsibilities assigned to roles common in the retail industry.
  • New business process flows are added.

Retail Reference Architecture

  • In the Enterprise Integration Guide, new web services are added for Oracle Retail Store Inventory Management and Oracle Retail Merchandising System (RMS). The Oracle Retail Financial Integration Logical Models for RMS to PeopleSoft Financials are added to the Bulk Integrations.
  • New models are added to reflect new integrations.
  • A scenario model for Slow Item Build is added.
  • Diagram cross-references are added to various catalogs.
  • Information on RestFUL Services is added.
  • Information is added about Retail Analytics integration details to help explain data lineage.
  • Models are added for Oracle Retail Macro Space Planning in the Planning and Optimization product domain.

RRL Bookmarks

For your reference and ease of navigation, a deep link to the RRL is provided on this blog in the Bookmarks section. Please note that access to My Oracle Support is required.

Please send any questions, comments, or suggestions about any version of the RRL to the following email address: retailprocess_ww@oracle.com.

Tuesday Feb 10, 2015

Announcing Oracle Retail 14.1 Product Overview and TOI Training Sessions as well as the Solutions Enablement Enterprise Version 14.1 – Guide to Enablement

In order to better enable and educate retailers and partners, the Oracle Retail Solutions Enablement team and the Oracle Retail Curriculum team, in partnership with Oracle Retail Product teams, has published Release 14.1 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 14.1

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 Inventory Planning (AIP) Product Overview
  • Oracle Retail Demand Forecasting (RDF) Product Overview
  • Oracle Retail Replenishment Optimization (RO) Product Overview
  • Macro Space Management with In Store Space Collaboration (MSM/ISSC) Product Overview
  • Oracle Retail Merchandising System (RMS) Product Overview
  • RMS Product Overview: Inventory and Stock
  • RMS Product Overview: Foundation Data
  • RMS Product Overview: Replenishment
  • RMS Product Overview: Purchase Orders and Deals
  • RMS Product Overview: Retail Trade Management
  • RMS Product Overview: Retail Sales Audit
  • Oracle Retail Invoice Matching (ReIM) Product Overview
  • Oracle Retail Allocation Product Overview
  • Oracle Retail Price Management (RPM) Product Overview
  • Oracle Retail Store Inventory Management (SIM) Product Overview
  • Oracle Retail Point of Service (ORPOS) Suite Product Overview
  • Oracle Retail Predictive Application Server (RPAS) Fusion Client Product Overview
  • RPAS Classic Client Product Overview
  • RPAS Hybrid Storage Architecture (HAS) Product Overview
  • Oracle Retail Assortment Planning (AP) Product Overview
  • Oracle Retail Analytics Product Overview
  • Oracle Retail Category Management Product Overview
  • Oracle Retail Warehouse Management Product Overview
  • Globalization Product Overview

Available TOIs Released in Conjunction with 14.1

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.

  • Oracle Retail Warehouse Management (RWMS) Functional TOI
  • RWMS Technical TOI
  • Oracle Retail Price Management (RPM) Functional TOI
  • RPM Technical TOI
  • Oracle Retail Merchandising System (RMS) Functional TOI
  • RMS Technical TOI
  • Oracle Retail Allocation Functional TOI
  • Oracle Retail Allocation Technical TOI
  • Oracle Retail Sales Audit (ReSA) Functional TOI
  • ReSA Technical TOI
  • Oracle Retail Invoice Matching (ReIM) Functional TOI
  • ReIM Technical TOI
  • RPAS Functional TOI
  • RPAS HAS Functional TOI
  • RPAS Technical TOI
  • Oracle Retail Macro Space Management (MSM) with In Store Space Collaboration (ISSC) Functional TOI
  • MSM with ISSC Technical TOI
  • Oracle Retail Category Management Functional TOI
  • Oracle Retail Assortment and Space Optimization (ASO) Functional TOI
  • Oracle Retail Demand Forecasting (RDF) Functional TOI
  • Oracle Retail Translations Functional TOI
  • Oracle Retail Replenishment Optimization (RO) Functional TOI
  • Oracle Retail Analytics Functional TOI
  • Oracle Retail Analytics Technical TOI
  • Oracle Retail Point of Service (ORPOS) Suite Functional TOI
  • ORPOS Suite Technical TOI
  • SIM Functional TOI
  • SIM Technical TOI
  • Oracle Retail Application Role Management Technical TOI
  • Oracle Retail Installation and Infrastructure Technical TOI
  • AQ JMS Admin Console Technical TOI
  • Oracle Retail Enterprise Integration Technical TOI
  • Oracle Retail Advanced Science Engine (ORASE) Technical TOI
  • Advanced Clustering (AC) Functional TOI
  • Demand Transference Functional TOI
  • Customer Decision Tree Functional TOI

Also note that a standalone TOI exists to address Oracle Retail Documentation Enhancements across the enterprise:

  • Oracle Retail Documentation Functional TOI

Solutions Enablement Enterprise Version 14.1 – Guide to Enablement (Doc ID 1666259.1

In order to better guide retailers and partners through the Oracle Retail enablement material currently available for Release 14.1 on the Oracle Technology Network (OTN), My Oracle Support, and Oracle University, the Oracle Retail Customer Management Office, in partnership with the Oracle Retail Solutions Management, Development and the Global Content team, has published the Oracle Retail Enterprise Version 14.1 – Guide to Enablement.

The purpose of this document is to provide a single point of reference and direct hyperlinks to all Release 14.1 enablement material that is currently available, allowing retailers and partners to enable and educate their teams on the release. 

Wednesday Dec 24, 2014

Announcing Documentation for Oracle Retail Enterprise 14.1

To reflect the Oracle Retail enterprise applications newest code base, the 14.1 release of the Oracle Retail application enterprise includes new End User documents, considerable updates to existing End User documentation sets, and a wide range of new White Papers and Technical Papers.

Over 200 documents have been published; highlights from each solution unit's documentation sets are addressed below.
  • A re-written Oracle Retail Sales Audit (ReSA) User Guide to reflect the significantly-enhanced user interface (UI). 
  • A new ReSA Operational Insights Reports User Guide, addressing operational business intelligence reporting in a retail environment.
  • A new ReSA Operations Guide that addresses the enhanced ReSA architecture, ReSA batch processing and more.
  • An updated RMS User Guide addressing VAT enhancements, Item Induction, and more, as well as a new Item Induction White Paper (Doc ID 1944651.1) on My Oracle Support.
  • An updated RMS Operations Guide with information about Item Induction and the RESTful Web Service Implementation for RMS.
  • An updated Merchandising Implementation Guide with information about Oracle Retail Application Security Roles Manager (RASRM) and more.
  • A new JMS Console Guide providing key installation and operation information the new JMS Console application, a web application for monitoring, browsing and managing the messages flowing through a JMS system.
  • The RPAS Fusion Client User Guide and the RPAS Configuration User Guide have been updated to address how Visual data can be displayed in worksheets, and more.
  • RPAS backend documentation addresses the new Hybrid Storage Architecture (HSA), an RPAS component that resides within an Oracle Database and facilitates integration between domains. 
  • A new Technical Paper on My Oracle Support also addresses HSA: Oracle Retail Predictive Application Server 14.1 Hybrid Architecture White Paper (Doc ID 1927014.1)
  • The Assortment Planning (AP) User Guide for the RPAS Fusion Client has been enhanced in conjunction with the application's new functionality. 
  • The Category Management User Guide for the RPAS Fusion Client has been enhanced in conjunction with the application's new functionality.
  • Oracle Retail Demand Forecasting (RDF) functional and technical documentation was updated to address new Causal Forecasting with an external baseline, support for a 53 week calendar, Fusion Taskflow usability, and more.
  • The Advanced Science Engine (ORASE) Documentation has been enhanced for new functionality and re-branded as a result of the combining of the ORASE applications into one installation process.
  • The first ORASE Data Model is available on My Oracle Support.
  • Oracle Retail Warehouse Management (RWMS) functional and technical documentation was updated to address new Labor Management functionality and more.
  • Oracle Retail Store Inventory Management (SIM) functional and technical documentation was updated to address enhanced functionality, including ticketing, GS1 databare capture information, and In-store Replenishment.
  • Oracle Retail POS Suite, including Mobile Point-of-Service, functional and technical documentation was updated to address enhanced functionality, including item search, extended customer/item data, mobile order create.

Friday Nov 21, 2014

Announcing Release Value Propositions for Oracle Retail Enterprise 14.1

Oracle Retail has published Release Value Propositions (RVP) to My Oracle Support addressing the upcoming release of Oracle Retail 14.1 applications. These documents provide an overview of features and enhancements that are planned for Release 14.1 of Oracle Retail. They are intended solely to help retailers and partners assess the business benefits of upgrading to Oracle Retail Release 14.1 and to plan information technology projects and investments. 

Oracle Retail 14.1 Release Value Propositions (Doc ID 1941044.1) 

The Release Value Proposition provides more functional details than the statement of direction, identifies major enhancements, and articulates expected business benefits. This document is designed to help determine whether new product features warrant upgrading from an earlier release or embarking on a new implementation. 

The documents include:

  • Advanced Inventory Planning (AIP) Release Value Proposition
  • Assortment Planning (AP) 14.1 Release Value Proposition
  • Category Management (RCM) 14.1 Release Value Proposition
  • Merchandising 14.1 Release Value Proposition
  • Retail Demand Forecasting (RDF) 14.1 Release Value Proposition
  • Retail Analytics (RA) 14.1 Release Value Proposition
  • Retail Integration 14.1 Release Value Proposition
  • Retail Reference Library (RRL) 14.1 Release Value Proposition
  • Replenishment Optimization (RO) 14.1 Release Value Proposition
  • Retail Predictive Application Server Platform (RPAS)14.1 Release Value Proposition
  • Retail Warehouse Management System (RWMS) 14.1 Release Value Proposition
  • Store Inventory Management (SIM) 14.1 Release Value Proposition
  • Space Planning 14.1 Release Value Proposition 
  • Store Applications 14.1 Release Value Proposition

Wednesday Sep 03, 2014

Introducing the My Oracle Support Accreditation for Oracle Retail

To help increase your expertise with My Oracle Support and with Oracle Retail applications, Oracle Retail Support announces its new accreditation for Oracle Retail. The Retail path is part of the My Oracle Support Accreditation Series which delivers a targeted learning experience.

The Level 1 My Oracle Support Accreditation will improve your skills on customizing My Oracle Support for your role in order to use it more effectively. The Level 2 Oracle Retail Accreditation is intended to deepen your understanding of Retail products and how to take advantage of the solutions, tools and knowledge that are important to the Retail product path solutions.

There is a Retail Documentation module contained in the path that provides detailed information on the various types of Retail documents and where to locate them, as well as use cases on how to use the documentation.   

Get accredited and be more efficient by knowing and understanding valuable tools and resources and resolve your issues more efficiently. 

Monday Jul 28, 2014

Announcing the Retail Reference Library 14.0.1 and Translations for the 14.0 Retail Reference Model

The Oracle Retail Reference Library (RRL) release 14.0.1 is now available, and its rich content and artifacts are critical to a successful implementation of Oracle applications.

Oracle Retail Reference Library (RRL) 14.x (Doc ID 1617507.1/Patch 19073202)

The Retail Reference Library contains the three components listed below. Each of the three components can be installed and utilized independently.

  • The Retail Reference Model (RRM) is a comprehensive collection of established, industry leading business processes which guide retailers and implementers on the use of Oracle Retail applications.
  • The Retail Reference Architecture (RRA) describes various views of Oracle Retail’s solution offerings, including contextual models, integration models, and deployment models.
  • The Retail Semantic Glossary (RSG) is a Web-based application that facilitates a single source for defining terms, metrics, and measures used by retailers.
The Oracle Retail Reference Library contains deep retail intellectual property that Oracle Retail shares in order to help retailers and partners accelerate their implementations and derive maximum value from Oracle Retail software. 

The Patch download contains installation instructions, all RRL content (RRM, RRA and RSG), and all supporting documentation.

New Translated Content in the Oracle Retail Reference Library (RRL) 14.0 (Doc ID 1617507.1/Patch 18154578) 

In addition to the 14.0.1 release of the RRL, Oracle Retail is pleased to announce the translation of the version 14.0 Retail Reference Model Visio business process flows into 8 languages. The translated content has been packaged in the RRM 14.0 location and is in the languages listed below:

  • German
  • Japanese
  • Spanish
  • Portuguese (Brazilian)
  • French
  • Russian
  • Italian
  • Chinese (Simplified)

Please send any questions, comments, or suggestions about any version of the RRL to the following email address: retailprocess_ww@oracle.com.

Wednesday Jul 02, 2014

Announcing the Oracle Retail High-Availability Case Study, Release 14.0

In support of Release 14, Oracle Retail has published to My Oracle Support a collection of in-depth case studies. Retailers and partners planning an implementation of Oracle Retail 14 will find these key reference documents to be excellent supplements to applicable Oracle Retail Installation Guides.    

Oracle Retail High Availability Case Study 14.0 (ID 1666048.1)

This document describes the steps to configure a highly-available Oracle Linux based environment to support Oracle Retail applications. Using Oracle Fusion Middleware active-active clustering and Oracle Real Application Clusters (RAC) databases, retailers and partners can deploy Oracle Retail applications to provide high availability and scalability. This case study includes the following documents:

  • Oracle Retail 14.0 High Availability Case Study Introduction
  • Oracle Retail 14.0 High Availability Case Study Oracle Linux
  • Oracle Retail 14.0 High Availability Case Study RAC (Real Application Clusters Environment)
  • Oracle Retail 14.0 High Availability Case Study Fusion Middleware Cluster (Part 1 and 2)

For more information on configuring single sign-on, review the Oracle Retail 14.0 High Availability Case Study Fusion Middleware Cluster (Part 2).

Friday May 23, 2014

Announcing new Technical Papers for SIM and the POS Suite

Oracle Retail has published a number of new documents on My Oracle Support (https://support.oracle.com) that provide partners and retailers with information addressing numerous functional and technical areas of the system. These papers complement the Release 14 Documentation libraries on the Oracle Technology Network (OTN) for Oracle Retail Store Inventory Management (SIM) and for the POS Suite of applications.

Oracle Retail Store Inventory Management 14.0.x Handheld Flows for Select Functional Areas (Doc ID 1675269.1) 

Oracle Retail Mobile Store Inventory Management (SIM Mobile) provides the user with the ability to perform a variety of inventory tasks in the store using a mobile handheld device while walking the aisles. This method of transmitting data to SIM provides efficiency, accuracy, and improves customer satisfaction. The flows in this document represent select, key functional areas in SIM, and each flow presents a comprehensive view of the user’s potential navigation through the system.

Oracle Retail Store Inventory Management Support for New Wavelink Studio Clients (Doc ID 1669543.1)

This document describes the new Wavelink Studio clients supported for Mobile Store Inventory Management.

Oracle Retail Store Inventory Management Using User Activity History for Auditing (Doc ID 1672793.1)

This document provides an overview on using the user activity history for auditing in SIM.

Oracle Retail Store Inventory Management Customizing the PC Client for Additional Information (Doc ID 1672805.1)

This document provides an overview on customizing the PC Client for additional information in Oracle Retail Store Inventory Management.

Oracle Retail Store Inventory Management ORPOS to SIM Integration Technical Overview (Doc ID 1645882.1)

This document provides a technical overview of how Store Inventory Management is integrated with Oracle Retail Point-of-Service in release 14.0.

Oracle Retail Store Inventory Management Barcode Processing (Doc ID 1636007.1)

This document provides an overview of barcode processing in Oracle Retail Store Inventory Management.

Oracle Retail Store Inventory Management Performance Data Cache (Doc ID 1636023.1)

This document provides information on how caches are used by SIM to enhance performance.

Oracle Retail Store Inventory Management Item Basket Overview (Doc ID 1636008.1)

This document provides an overview of item basket processing in Oracle Retail Store Inventory Management.

Oracle Retail Store Inventory Management Reverse Picking Overview (Doc ID 1636010.1)

This document provides an overview of reverse picking that was introduced in Oracle Retail Store Inventory Management release 14.0.

Oracle Retail Store Inventory Management Store-to-Store Transfers Technical Overview (Doc ID 1637591.1)

This document provides a technical overview of store-to-store transfers of goods within a company.

Oracle Retail Point-of-Service Adding an Implementation-Specific Record Type to the RTLog Export Feature (Doc ID 1628420.1)

This document describes the steps to add implementation-specific records to the RTLog export feature.

Oracle Retail Point-of-Service Epson Network Roll Receipt Printer Configuration (Doc ID 1646270.1)

This document describes the configuration steps to enable Oracle Retail Point-of-Service and Oracle Retail Mobile Point-of-Service to use an Epson TM-T88V network printer with standard receipt size roll paper.

Friday Apr 25, 2014

Announcing a New Documentation Deliverable: Enterprise Version 14 – Guide to Enablement

In order to better guide retailers and partners through the Oracle Retail enablement material currently available for Release 14.0 on the Oracle Technology Network (OTN), My Oracle Support, and Oracle University, the Oracle Retail Customer Management Office, in partnership with the Oracle Retail Solutions Management, Development and the Global Content team, has published the Oracle Retail Enterprise Version 14 – Guide to Enablement.

Enterprise Version 14 – Guide to Enablement (ID 1666259.1)

The purpose of this document is to provide single point of reference and direct links to all Release 14 enablement material that is currently available, allowing retailers and partners to enable and educate their teams on the release.

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.

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

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