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.  

    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 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)


    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 

    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 Sep 14, 2012

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

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

    Integration with Oracle Retail Store Inventory Management (SIM)

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

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

    Technical Overview

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

    Highlighted End User Documentation Updates and List of Documents 

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

    Monday Apr 16, 2012

    Announcing two Technical Papers and an Accelerator Addressing Integration between Oracle Retail and Oracle Art Technology Group (ATG) Web Commerce

    In the past year, Oracle Retail has published two documents on My Oracle Support (https://support.oracle.com) that address integration between Oracle Retail products and Oracle ATG Web Commerce. The Merchandising to Oracle ATG Document ID on My Oracle Support can be characterized as an Accelerator because in addition to the Technical Paper, Oracle Retail provides reference code.

    • Doc ID 1380165.1
      Oracle Retail Merchandising System (RMS) and Oracle ATG Web Commerce Integration–This accelerator is a toolkit that contains both integration reference code and a technical note to explain interfaces and how they should be used. The document provides a technical overview on integrating Oracle Retail Merchandising System (RMS) and Oracle Retail Price Management (RPM) with Oracle Art Technology Group (ATG) Web Commerce. The document focuses on the technical aspects of integrating item and price/promotion data from RMS and RPM to Oracle ATG Web Commerce, leveraging existing integration points where possible. The reference code addresses the following integration flows:
      • RMS Merchandise Hierarchy extract to ATG Categories
      • RMS Item extract to ATG Product
      • RMS Regular Price change to ATG price list for SKU-based pricing method
      • RMS Clearance Price change to ATG price list for SKU-based pricing method
    • Doc ID 1367354.1
      Oracle ATG Web Commerce-Store Inventory Management (SIM) Integration–This document is an overview that focuses on the technical aspects of integrating Oracle ATG Web Commerce and SIM for real-time inventory lookup, by leveraging existing integration points. By integrating Oracle ATG Web Commerce with SIM, retailers can leverage SIM’s real-time and inventory management capabilities, giving Web users visibility to in-store inventory availability. This overview document covers the technical aspects of an integration approach between Oracle ATG Web Commerce and SIM by addressing the following steps:
      • Implementing a new Store Inventory Manager component which can connect to the SIM Web service endpoints.
      • Configuring Oracle ATG Web Commerce to use the new Store Inventory Manager component.

    Monday Mar 26, 2012

    Announcing a functional best practices White Paper for SIM and RMS integration

    Oracle Retail has published a document on My Oracle Support (https://support.oracle.com) that provides you with guidance on how to adopt best practices that best facilitate the integration between the Oracle Retail Merchandising System (RMS) and the Oracle Retail Store Inventory Management System (SIM).

    • Doc ID: 1424596.1
      This paper highlights some specific functional best practices when integrating Oracle Retail Merchandising System (RMS) and Oracle Retail Store Inventory Management (SIM). The list in this paper is not comprehensive. Topics include:
      • Inventory adjustments
      • Returns to vendor (RTV)
      • Transfer shipping
      • Receipts
      • Receipt unit adjustments
      • Stock order reconcoliation
      • Stock counts
      • Transformable items
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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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