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.

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

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)
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