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10 Item Flow Exceptions Task
The Item Flow Exceptions workflow manages item-store exceptions for Short Life Cycle (SLC) products and extends the approved Item Flow plan to the store level. While Long Life Cycle (LLC) products are managed through broader replenishment systems, SLC items require more detailed weekly planning because of their shorter selling window. This workflow supports both Single Drop and Multiple Drop strategies, allowing planners to adjust receipt timing, frequency, presentation minimum, and safety stock for specific stores.
Once Item Flow is approved at the style-color, cluster, and assortment period level, planners can review and refine plans at the style-color, store, and assortment period level within the Item Flow Exceptions task. This enables tailored receipt planning for specific stores, such as earlier drops, different order frequencies, or store-specific stock requirements.
The system generates weekly sales and receipt recommendations based on the selected planning method, sales curve, and exception parameters. Planners review the results, adjust buy quantity for Single Drop items or weekly sales and receipts for Multiple Drop items, and approve the exception plan when ready.
Create the Item Flow Exceptions Segment
When working in a segment, limit wizard selections to the specific scope being planned to improve navigation and UI responsiveness. The workspace should include only the items and stores impacted by exceptions, and Item Flow plans must already be approved before creating Item Flow exceptions.
To create the Item Flow Exceptions segment:
1. Click Assortment Services in the Task menu.
2. Select the Planning Services activity.
3. Select the Item Flow Exception task. The Create New Plan dialog opens.
4. Click Create New Plan.
5. Enter a plan label and click OK.
6. In Select Assortment Period , choose an assortment period and click Next .
7. In Select Product , choose one or more style-color and click Next . Best practice is to limit selection.
The wizard automatically filters to approved Short Life Cycle items.
8. In Select Location , choose one or more stores and click Next . Best practice is to limit selection.
9. Click Finish.
Step: Define Item Flow Exceptions
The Item Flow Exceptions workflow extends the Item Flow process to the store level, using the same core planning logic but applying it to individual store-level exceptions rather than the cluster-level plan.
The Item Flow workflow begins with defining parameters for Short Life Cycle (SLC) items, including the delivery strategy and sales curve. Planners select a planning method (Single Drop or Multiple Drop), choose a sales curve, and review default receipt parameters such as lead time, order frequency, and safety stock.
Planners then execute the Create Sales and Receipt Plan application action to generate weekly sales and receipt projections. For Single Drop items, planners review and adjust buy quantity. For Multiple Drop items, planners review and refine weekly sales and receipt distributions.
Once the plan is validated, planners execute approval of the Item Flow. Additional views support review of sales curves and administrative parameters to ensure alignment with planning objectives.
Tab and Views in this Step:
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Define Item Flow Exceptions Tab:
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Define Item Flow View
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Adjust Buy Quantity View
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Adjust Weekly Flow View
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Approve Exceptions View
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Review Sales Curve View
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Review Admin Parameters View
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Refresh Product Rollup View
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Refresh Location Rollup View
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Application Actions
Create Sales & Receipt Plan
Generates weekly sales and receipt unit recommendations based on defined Item Flow parameters.
Approve Exceptions
Moves Working Plan (Wp) assortment to the Original Plan (Op) and Current Plan (Cp) version for use in downstream process steps. As a Pre-Season process this creates both Op and Cp versions.
Export Placeholders
Exports placeholder items for downstream processing, such as item creation or integration with external merchandising systems.
Refresh Rollup
Creates alternate hierarchies based on selected location or product attributes for aggregated analysis.
Define Item Flow Exceptions Tab
In this tab, the Buyer or Planner Reviews the delivery strategy and Sales Curve, reviews, and updates the Receipt Parameters to manage exceptions, and plans the weekly sales and receipts units for Short Life Cycle (SLC) items for exception item-store combinations.
Define Item Flow View
The Define Item Flow view supports planning of SLC items store exceptions by defining key parameters such as Planning Method (Single Drop or Multiple Drop), sales curve selection, and selling start and end weeks.
Receipt parameters—including lead time, order frequency, and safety stock—are autopopulated from approved Item Flow plans by cluster and can be adjusted as needed.
The Create Sales and Receipt Plan application action generates weekly sales and receipt projections. Weekly sales for both Single Drop and Multiple Drop items are based on the selected curve and date range.
For Single Drop items, buy quantity is calculated using sell-through, sales units, lead time, and minimum order quantity. For Multiple Drop items, receipts are calculated using sell-through, order frequency, safety stock, and related parameters.
Filters enable aggregation and analysis across Single Drop and Multiple Drop products.
If new placeholders are created and recommended sales potential values are desired, return to the Assortment Fit step to generate sales potential before proceeding. Otherwise, Like Item can be assigned for seeding sales.
The steps to complete this process:
1. (Optional) Assign Like Items to seed Item Flow parameters:
- a. Unhide Wp Copy Like Item and Wp Like Item measures.
Wp Like Item is a picklist measure available at the All Location level.
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b. Select a Wp Like Item from an existing style-color in the workspace.
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c. Set Wp Copy Like Item to True.
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d. Execute the Copy Like Item application action to copy the following values into the selected style-color: AF Cp Sales U , AF Cp Week Start/End , Wp Retail Price , and Wp Cost .
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e. Once Wp Sales U is populated, default receipt parameters populate automatically.
2. Define item flow parameters, including Wp Planning Method , Wp Sales Curve Source , Wp Sales U (Initial) , and Wp Week Start/End .
3. Switch measure profiles as needed to support different planning methods and delivery strategies.
4. Review and adjust receipt parameters such as lead time, order frequency, presentation minimum, and safety stock.
5. Select Wp Create Sales and Receipt Plan for the desired style-colors.
6. Execute the Create Sales and Receipt Plan application action to generate sales and receipt flows.
7. Navigate to subsequent views to review and refine results.
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| Measure Product | Wp Approve Exceptions. | WpSalesU | Wp Sales R | WpReceipts U | Wp Sell Thru% | WpGMR | WPGM% |
| ~ all[Product] | oO | 1,933 | 240,187 | 1,952 | 63.1% | 115,182 | 48.0% |
| cntg_IF_dpm1000020438 | oO | 104 | 11,983 | 105 | 99.2% | 5.731 | 47.8% |
| crewnecktopgray_dpm1 nannanorr | Oo | iii | 12,715 | 121 | 923% | 6261 | 42% |
| crewnecktopgray_dpm2 Aannane? 4 | Oo | 133 | 15,221 | 133 | 100.0% | TAGS | 492% |
| croptopblack_dpm2 AAnAaORT | oO | 126 | 22,230 | 133 | 95.0% | 9791 | 440% |
Hoddiepink_dpm3 nannanens | 150 | 16,649 | 156 | 96.2% | 8.254 | ||
| Hoodie_pink | Oo | 187 | 20,706 | 185 | 25.4% | 10,266 | 49.6% |
| Hoodie_white | oO | 140 | 19,921 | 137 | 248% | 9450 | 474% |
| HoodiePink_dpm Annnanosa | Oo | 131 | 14,513 | 131 | 99.9% | 7195 | 49.6% |
| HoodiePink_dpm2 annnsaeat | oO | 126 | 13,957 | 126 | 5% | 6917 | 49.6% |
| HP_IF_dprn1000020431 | oO | 181 | 20,038 | 181 | 99.9% | 9534 | 49.6% |
| HP_IF_dpm2000020432 | oO | 181 | 20,038 | 181 | 99.9% | 9,934 | 49.6% |
| HW_IF_dpm1 000020434 | Oo | 136 | 19,279 | 136 | 99.9% | 9,145 | a74% |
| RibbedCrewNeck ee | oO | o | o | o | 00% | 0 | 00% |
| test000020478 | oO | o | o | o | 00% | 0 | 0.0% |
| vnecktopwhite_dprn1 AARAGAOSA | 121 | 17,527 | 121 | 100.0% | 7,880 | ||
| vnecktopwhite_dpm2 poncho | Oo | 106 | 15,408 | 107 | 99.8% | 6,927 | 45.0% |
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|§.LastYearCurve
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In this guide
- Guide: Assortment Planning Cloud Service User Guide
- Previous: 1 Introduction
- Next: 11 Cross Category Line Review Task