Mirror of Oracle documentation
Converted for search and offline reading. Authoritative source: Oracle. Diagrams and some complex tables are simplified — check the PDF when in doubt.
12
Assortment Administration Task
This chapter describes the functionality that allows you to review and maintain the assortment within IPOCS-Lifecycle Allocation and Replenishment.
In IPOCS-Lifecycle Allocation and Replenishment assortment information is used during the replenishment calculation. Replenishment should only be suggested for valid product and location combinations rather than for all product and location combinations. It is during this process where the assortment information is very important to allow IPOCS-Lifecycle Allocation and Replenishment to replenish only valid combinations, it also improves calculation performance by reducing the amount of product and location combinations.
Based on the assortment information IPOCS-Lifecycle Allocation and Replenishment identifies valid product and location combinations if the following conditions are met:
-
If the product and location combination is active when the system runs the replenishment calculations. In other words, if the system date (today’s date) is within the Assortment Start and Assortment End Dates for the product and location combination
-
There are historical sales for the product and location combination.
-
There is allocation information for the product and location combination.
-
If users have overridden the assortment information and have created an exception to force a particular product and location combination to be valid (assorted)
Note
There is formal integration between IPOCS and Assortment Planning Cloud Service with respect to assortment start and end dates. Specifically, if the Import Assortment Period from AP measure is enabled, then the AP Start and End dates are populated in the Plan Assortment Item-Location Start date and End date. If the Import Initial Allocation from AP measure is enabled, then the initial allocation is populated in the Fixed Target Stock 1 Units measure within the Review Assortment tab.
Assortment Administration Workspace, Steps, and Views
The following table lists the workspaces, steps, and views for the Assortment Administration task.
Table 12-1 Assortment Admin Workspace, Steps and Views
| Workspace | Step | Tab | Views |
|---|---|---|---|
| Assortment Admin | Review Parameters | Assortment Summary | Actual Data View |
| Workspace | Step | Assortment View |
This is a calculated measure used to indicate the total number of loaded product and location combinations for which IPOCS-Lifecycle Allocation and Replenishment has sales data.
First Sales Date
This is a calculated measure used to indicate the first sales date for the workbook scope based on the loaded product and location daily sales. The first sales date is the earliest date of all products sold in all locations.
Last Sales Date
This is a calculated measure used to indicate the last sales date for the location based on the loaded product and location daily sales. The last sales date is the later date of all products sold in all locations.
Sales Span Duration (Weeks)
This is a calculated measure to show the number of week’s sales across the calendar.
Actual Sales Units
This is a calculated measure used to indicate the total sales units considering the daily sales of the product and location combination.
Actual Sales Count
This is a calculated measure used to indicate the total number of product and location combinations with sales units (greater than 0 units).
Has Stock Count
This is a calculated measure used to indicate the total number of product and location combinations for which IPOCS-Lifecycle Allocation and Replenishment has stock data.
First Stock Date
This is a calculated measure used to indicate the first inventory date for the workbook scope based on the loaded product and location inventory. The first inventory date is the earliest date of all products and location inventories.
Last Stock Date
This is a calculated measure used to indicate the last inventory date for the workbook scope based on the loaded product and location inventory. The last inventory date is the later date of all products and location inventories.
Actual EOP Units
This is a calculated measure used to indicate the end-of-period inventory in units considering the actual inventory position for product and location combinations loaded into the workspace.
Actual EOP Count
This is a calculated measure used to indicate the total number of product and location combinations with end-of-period inventory (greater than 0 units).
Assortment View
The Assortment View , under the Assortment Summary tab , allows you to see a high-level overview of the assortments.
This is a calculated measure used to indicate the total number of Parent and location combinations assorted. In this view, the measure contains the total number for the workspace scope.
Assortment Parent-Location Exception Count
This is a calculated measure used to indicate the number of exceptions that are being used at the Parent-Location level.
Assortment Parent-Location Exception End Count
This is a calculated measure used to indicate the number of populated end date exceptions at the Parent Location level.
Assortment Parent-Location Exception Start Count
This is a calculated measure used to indicate the number of populated start date exceptions at the Parent Location level.
Assortment Product-Location Exception Count
This is a calculated measure used to indicate the number of exceptions that are being used at the Product-Location level.
Assortment Product-Location Exception End Count
This is a calculated measure used to indicate the number of populated end date exceptions at the Product Location level.
Assortment Product-Location Exception Start Count
This is a calculated measure used to indicate the number of populated start date exceptions at the Product Location level.
Plan Assortment Product-Location Start Date
This is a calculated measure used to indicate the earliest plan assortment start dates for all item / location.
Plan Assortment Product-Location End Date
This is a calculated measure used to indicate the last plan assortment end dates for all item / location.
Assortment Product-Location Count
This is a calculated measure used to indicate the total number of product and location combinations assorted. In this view, the measure contains the total number for the workspace scope.
Assortment Product-Location Active Count
This is a calculated measure used to indicate the total number of product and location combinations assorted and still active. If the assortment end date has not been reached yet, then it is active. Otherwise, it is inactive meaning that the assortment has already stopped. In this view, the measure contains the total number for the workspace scope.
Assortment Parent-Location Count
This is a calculated measure used to indicate the total number of Parent and location combinations assorted. In this view, the measure contains the total number for the workspace scope.
Assortment Parent-Location Active Count
- Plan Start Date
The assortment start date loaded into IPOCS-Lifecycle Allocation and Replenishment is used. If there is an exception forced by you then the exception takes priority.
- First Sales after Plan Start Date
If the first sale occurs after the planned start date, then the assortment start date is the first sales date. Otherwise, the assortment start date is the planned start date.
- First Stock after Plan Start Date
If the first inventory has been received after the planned start date, then the assortment start date is the date that the first inventory was received. Otherwise, the assortment start date is the planned start date.
- Minimum {Plan Start Date - First Sales}
The assortment start date is the oldest date between the first sale date and the planned assortment start date loaded into IPOCS-Lifecycle Allocation and Replenishment.
- Minimum {Plan Start Date - First Stock}
The assortment start date is the oldest date between the first inventory date and the planned assortment start date loaded into IPOCS-Lifecycle Allocation and Replenishment.
- Minimum {Plan Start Date - First Sales/Stock}
The assortment start date is the oldest date between the first inventory date, the first sales date and the planned assortment start date loaded into IPOCS-Lifecycle Allocation and Replenishment.
- First Sales
The first sales date is used for the assortment start date.
- First Stock
The first inventory date is used for the assortment start date.
- First Stales/Stock
The assortment start date is the oldest date between the first inventory date and the first sales date.
Assortment End Rule
This is an editable measure to define how IPOCS-Lifecycle Allocation and Replenishment should calculate the assortment end date. Valid values are:
- Plan End Date
The assortment end date loaded into IPOCS-Lifecycle Allocation and Replenishment. If there is an exception forced by you, then the exception takes priority.
- Maximum {Plan End Date - Last Sales}
The assortment end date is the date that comes last between the last sale date and the planned assortment end date loaded into IPOCS-Lifecycle Allocation and Replenishment. Please note that when the loaded assortment end date is empty IPOCS-Lifecycle Allocation and Replenishment assumes the latest calendar day available as the assortment end date calculation.
- Maximum {Plan End Date - Last Stock}
The assortment end date is the date that comes last between the last inventory date and the planned assortment end date loaded into IPOCS-Lifecycle Allocation and Replenishment. Please note that when the loaded assortment end date is empty IPOCS-
Lifecycle Allocation and Replenishment assumes the latest calendar day available as the assortment end date calculation.
- Maximum {Plan End Date - Last Sales/Stock}
The assortment end date is the date that comes last between the last sale date, the last inventory date and the planned assortment end date loaded into IPOCS-Lifecycle Allocation and Replenishment. Please note that when the loaded assortment end date is empty IPOCS-Lifecycle Allocation and Replenishment assumes the latest calendar day available as the assortment end date calculation.
- Minimum {Plan End Date - Last Stock}
The assortment end date is the date that comes first between the last inventory date and the planned assortment end date loaded into IPOCS-Lifecycle Allocation and Replenishment. Please note that when the loaded assortment end date is empty IPOCSLifecycle Allocation and Replenishment assumes the latest calendar day available as the assortment end date calculation.
- Minimum {Plan Start Date - Last Sales/Stock}
The assortment end date is the date that comes first between the last sale date, last inventory date and the planned assortment end date loaded into IPOCS-Lifecycle Allocation and Replenishment. Please note that when the loaded assortment end date is empty IPOCS-Lifecycle Allocation and Replenishment assumes the latest calendar day available as the assortment end date calculation.
- Last Sales
The last sales date is used for the assortment end date.
- Last Stock
The last inventory date is used for the assortment last date.
- Last Stales/Stock
The assortment end date is date that comes last between the last inventory date and the last sales date.
Assortment End Lag Duration (days)
This is an editable measure to define the number of lag days that the system considers for the sales and inventory for the assortment calculations. When the assortment is calculated based on the sales or inventory data and if the data from today’s date is older than the lag days indicated then the product and location combination is not assorted. For example, if the product does not sell for more than 30 days in a particular location, then it is removed from the assortment of that location.
Filter View
The Filter View , under the Assortment Parameters tab , allows you to set up a filter to work the assortment. For example, you can use the filter to display product and location combinations where the assortment is valid.
Note
The measures displayed in this view are supported by their counterparts defined at the product and location level. Therefore, the calculated measures in this view are the result of aggregating the ones at the product and location intersection.
User Valid Product-Location Filter
This is an editable measure to select locations to be filtered. The views display only the selected locations.
Assortment Location Valid
This is a calculated measure to identify whether the location has a valid assortment or not. The location has a valid assortment when it contains a valid product assortment, or you have populated the location assortment start date or end date.
Assortment Location Start Date
This is an editable measure to enter the location’s assortment start date.
Assortment Location End Date
This is an editable measure to enter the location’s assortment end date.
Has Sales
This is a calculated measure used to indicate whether a location has sales data within IPOCSLifecycle Allocation and Replenishment or not. When selected, at least one product within the location would have sales, otherwise, there are no sales in IPOCS-Lifecycle Allocation and Replenishment.
First Sales Date
This is a calculated measure used to indicate the first sales date for the location based on the loaded product and location daily sales. In this view the location first sales date is the earliest date of all products sold in the location.
Last Sales Date
This is a calculated measure used to indicate the last sales date for the location based on the loaded product and location daily sales. In this view, the location last sales date is the later date of all products sold in the location.
Has Stock
This is a calculated measure used to indicate whether a location has inventory data within IPOCS-Lifecycle Allocation and Replenishment or not. When selected, then at least one product within the location would have sales, otherwise, there are no sales in IPOCS- Lifecycle Allocation and Replenishment.
First Stock Date
This is a calculated measure used to indicate the first inventory date for the location based on the loaded product and location inventory. The location first inventory date is the earliest date of all product inventory in the location.
Last Stock Date
This is a calculated measure used to indicate the last inventory date for the location based on the loaded product and location inventory. The location last inventory date is the later date of all product inventory in the location.
Assortment Item-Location Count
This is a calculated measure used to indicate the total number of item and location combinations assorted. In this view, the measure displays the total number of items for the location.
Assortment Item-Location Active Count
This is a calculated measure used to indicate the total number of item and location combinations assorted and still active. If the assortment end date has not been reached yet, then it is active. Otherwise, it is inactive, meaning that the assortment has already stopped. In this view, the measure displays the total number of items for the location.
Assortment Parent-Location Count
This is a calculated measure used to indicate the total number of Parent and location combinations assorted. In this view, the measure displays the total number of Parents for the location.
Assortment Parent-Location Active Count
This is a calculated measure used to indicate the total number of Parent and location combinations assorted and still active. If the assortment end date has not been reached yet, for all items within the Parent, then it is active. Otherwise, it is inactive, meaning that the assortment has already stopped. In this view, the measure displays the total number of Parents for the location.
Assortment Parent-Location Start Date
This is a calculated measure used to indicate the assortment start date for the assorted Parent and location combinations. In this view, the measure displays the earliest date from all the Parents assorted for the location.
Assortment Parent-Location End Date
This is a calculated measure used to indicate the assortment end date for the assorted Parent and location combinations. In this view, the measure displays the later date from all the Parents assorted for the location.
Assortment Parent-Location From Start Duration (weeks)
This is a calculated measure used to indicate the number of elapsed weeks since the assortment started date indicated in the measure Assortment Parent-Location Start Date. The number of weeks is calculated until the IPOCS-Lifecycle Allocation and Replenishment today’s week.
Lifecycle Location Valid
This is a calculated measure to identify whether the location has valid lifecycle products or not. The location has a valid lifecycle when it contains at least one valid lifecycle product.
Lifecycle Product-Location Exception
This is an editable measure to set a lifecycle exception for all products within the location. Valid values are:
- Default
This value ignores the lifecycle exception and keeps the default lifecycle result.
This is an editable measure to select a item parent to be filtered. The views display only the selected item parents.
Assortment Parent Start Date
This is an editable measure to enter the item parent’s assortment start date.
Assortment Parent End Date
This is an editable measure to enter the item parent’s assortment end date.
Has Sales
This is a calculated measure used to indicate whether a item parent has sales data within IPOCS-Lifecycle Allocation and Replenishment or not. When selected, then at least one product within the item parent would have sales, otherwise, there are no sales in IPOCSLifecycle Allocation and Replenishment for the item parent.
First Sales Date
This is a calculated measure used to indicate the date of the first sale for the item parent based on the loaded product and location daily sales. In this view, the item parent’s first sales date is the earliest date of all products, within the item parent, sold in all the locations.
Last Sales Date
This is a calculated measure used to indicate the last sales date for the item parent based on the loaded product and location daily sales. In this view, the item parent’s last sales date is the later date of all products, within the item parent, sold in all the locations.
Has Stock
This is a calculated measure used to indicate whether a item parent has inventory data within IPOCS-Lifecycle Allocation and Replenishment or not. When selected, then at least one product within the item parent would have inventory in one location, otherwise, there is no inventory in IPOCS- Lifecycle Allocation and Replenishment for the item parent.
First Stock Date
This is a calculated measure used to indicate the first inventory date for the item parent based on the loaded product and location inventory. In this view, the item parent’s first inventory date is the earliest date of all the item parent’s products from all location inventories.
Last Stock Date
This is a calculated measure used to indicate the last inventory date for the location based on the loaded product and location inventory. In this view, the item parent’s last inventory date is the later date of all the item parent’s products from all location inventories.
Assortment Item-Location Count
This is a calculated measure used to indicate the total number of item and location combinations assorted. In this view, the measure displays the total number of locations assorted for all the items within the item parent.
Assortment Item-Location Active Count
This is a calculated measure used to indicate the total number of item and location combinations assorted and still active. If the assortment end date has not been reached yet, then it is active. Otherwise, it is inactive, meaning that the assortment has already stopped. In this view, the measure displays the total number of locations assorted for all the items within the item parent.
Assortment Parent-Location Count
This is a calculated measure used to indicate the total number of item parent and location combinations assorted. In this view, the measure displays the total number of locations for the item parent.
Assortment Parent-Location Active Count
This is a calculated measure used to indicate the total number of item parent and location combinations assorted and still active. If the assortment end date has not been reached yet, for all products within the Parent, then it is active. Otherwise, it is inactive meaning, that the assortment has already stopped. In this view, the measure displays the total number of locations for the item parent.
Assortment Parent-Location Start Date
This is a calculated measure used to indicate the assortment start date for the assorted Parent and location combinations. In this view, the measure displays the earliest date from all the locations assorted for the Parent.
Assortment Parent-Location End Date
This is a calculated measure used to indicate the assortment end date for the assorted Parent and location combinations. In this view, the measure displays the earliest date from all the locations assorted for the Parent.
Assortment Parent-Location from Start Duration (weeks)
This is a calculated measure used to indicate the number of elapsed weeks since the assortment start date indicated in the measure Assortment Parent-Location Start Date. The number of weeks is calculated until the IPOCS-Lifecycle Allocation and Replenishment today’s week.
Lifecycle Item-Location Exception
This is an editable measure to set a lifecycle exception for the item parent (all products within) in all locations. Valid values are:
- Default
This value ignores the lifecycle exception and keeps the default lifecycle result.
- On
This value enables the exception and uses the exception dates for the lifecycle calculation.
- Off
This value enables the exception and disables the item parent for all products in all locations for the lifecycle calculation.
Lifecycle Item-Location Count
This is a calculated measure used to indicate the total number of product and location combinations with a valid lifecycle. In this view, the measure displays the total number of valid lifecycles for all the products, within the item parent, in all locations.
Product-Location View
The Product-Location View , under the By Item tab, allows you to review and manage the assortment at the lowest level - product and location level.
This is an editable measure to override the loaded assortment for the product and location combinations. Valid values are:
- Default
This value ignores the assortment exception and keeps the loaded assortment.
- On
This value overrides the loaded value. It forces the product and location combination to be assorted and uses the assortment exception dates to assign the assortment start and end dates. If no exception dates are entered by you and a loaded date exists, then IPOCSLifecycle Allocation and Replenishment uses the loaded assortment dates to assign the assortment start and end dates.
- Off
This value overrides the loaded value. It forces the product and location combination to be not assorted.
Assortment Item-Location Exception
This is a writable measure for you to set an assortment exception for the Parent and location combinations. Valid values are:
- Default
This value ignores the assortment exception and keeps the default assortment result.
- On
This value enables the exception and uses the exception dates for the assortment calculation.
- Off
This value enables the exception and disables the item and location combination for the assortment calculation.
Assortment Parent-Location Exception Start Date
This is an editable measure to enter the assortment start date exception for the product and location combination. When the exception is set to Default or On, this is the date used by the assortment calculation.
Assortment Parent-Location Exception End Date
This is an editable measure to enter the assortment end date exception for the product and location combination. When the exception is set to Default or On, this is the date used by the assortment calculation.
Plan Assortment Product-Location Start Date
This is a calculated measure used to indicate the planned assortment start date for the product and location combination. When there is an assortment start date exception the planned assortment start date is the exception. Otherwise, it is the assortment start date loaded from the external system.
Plan Assortment Product-Location End Date
This is a calculated measure used to indicate the planned assortment end date for the product and location combination. When there is an assortment end date exception the planned assortment end date is the exception. Otherwise, it is the assortment end date loaded from the external system.
Has Sales
This is a calculated measure used to indicate whether a product and location combination has sales data within IPOCS-Lifecycle Allocation and Replenishment or not. When selected then there are sales. Otherwise, there are no sales in IPOCS-Lifecycle Allocation and Replenishment for the product and location combination.
First Sales Date
This is a calculated measure used to indicate the first sales date for the product and location combination based on the loaded product and location daily sales. The product and location combination’s first sales date is the earliest date from the product and location combination sales.
Last Sales Date
This is a calculated measure used to indicate the last sales date for the product and location combination based on the loaded product and location daily sales. The product and location combination’s last sales date is the later date from the product and location combination sales.
Has Stock
This is a calculated measure used to indicate whether a product and location combination has inventory data within IPOCS-Lifecycle Allocation and Replenishment or not. When selected then there is inventory. Otherwise, there is no inventory in IPOCS-Lifecycle Allocation and Replenishment for the product and location combination.
First Stock Date
This is a calculated measure used to indicate the first inventory date for the product and location combination based on the loaded product and location inventory. The product and location combination’s first inventory date is the earliest date from the product and location combination inventory.
Last Stock Date
This is a calculated measure used to indicate the last inventory date for the product and location combination based on the loaded product and location inventory. The product and location combination’s last inventory date is the later date from the product and location combination inventory.
Fixed Target Stock Units 1
This is a measure loaded into IPOCS-Lifecycle Allocation and Replenishment to indicate the initial allocation, in units, for the product and location combination.
Fixed Target Stock Units 2
This is an editable measure used to indicate a manual allocation for the product and location combination.
Fixed Target Stock Units 3
This is an editable/loadable measure that is a placeholder to indicate other allocations for the product and location combination. It can be loaded from another source system.
Assortment Product-Location
This is a calculated measure used to indicate whether the product and location combinations are assorted or not.
Assortment Product-Location Active
This is a calculated measure used to indicate whether the product and location combinations are assorted and still active or not. If the assortment end date has not been reached yet, then it is active. Otherwise, the product and location combination is assorted, but not active.
Assortment Product-Location Start Date
This is a calculated measure used to indicate the assortment start date for the assorted product and location combinations. The date is calculated based on the option selected in the Assortment Parameters view.
Assortment Product-Location End Date
This is a calculated measure used to indicate the assortment end date for the assorted product and location combinations. The date is calculated based on the option selected in the Assortment Parameters view.
Lifecycle Product-Location Default
This is a calculated measure to identify whether the product and location combination has a valid lifecycle by default or not.
Lifecycle Product-Location Exception
This is an editable measure to set a lifecycle exception for the product and location combination. Valid values are:
- Default
This value ignores the lifecycle exception and keeps the default lifecycle result.
- On
This value enables the exception and uses the lifecycle exception dates for the lifecycle calculation.
- Off
This value enables the exception and disables the product and location combination for the lifecycle calculation.
Lifecycle Product-Location Validity Start Date
This is an editable measure to enter the lifecycle start date exception for the product and location combination. This date overrides the lifecycle start date calculated in the Allocation & Replenishment Supply Chain Network workspace.
Lifecycle Product-Location Validity End Date
This is an editable measure to enter the lifecycle end date exception for the product and location combination. This date overrides the lifecycle end date calculated in the Allocation & Replenishment Supply Chain Network workspace.
Lifecycle Product-Location
This is a calculated measure to identify whether the product and location combination has a valid lifecycle or not. This measure takes into consideration the lifecycle exceptions. The exception takes priority over the Lifecycle Product-Location Default
Lifecycle Anchor Exception Date
This is an editable measure to enter the lifecycle anchor date exception for the product and location combination. This date overrides the lifecycle anchor date calculated in the Allocation & Replenishment Supply Chain Network workspace.