4 Deals Overview

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4 Deals Overview

This chapter helps you in understanding Deals supported within Merchandising.

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 vendor and share a common start date.

Deals can cover a specified period of time. For example, a special deal might be set up based on a promotion or have an open-ended timeframe (such as when a retailer might get 5% off on all merchandise ordered from a specific supplier).

After a deal has been successfully negotiated, it needs to be defined within Merchandising in order to have discounts on purchase orders applied or in order to recover rebates from the supplier. This deal definition is carried out in terms of its components, which include the following: item/locations, thresholds, discounts and funding percentages. Once this setup is complete, the deal can be approved.

Types of Deals

The different types of deals supported within Merchandising are as follows:

• Off-invoice deals : This type of a deal is set up between a retailer and a vendor where the retailer is provided a discount on purchase orders raised with the vendor when certain threshold criteria are met by the purchase order. The discount amount gets directly deducted from the cost of the item present in the order, and the retailer is required to pay only the discounted cost. Off-invoice deals are applied when purchase orders with the items on a deal are approved. If a manual cost is entered for the item on the purchase order, deals are not applied to the item unless you request an override of manual costs. Deals that cause the unit cost of an item to be below zero are not applied.

• Bill Back (BB) deals : This type of a deal is based on an agreement with a supplier or partner over a fixed or variable duration and has one or more components comprising of merchandise items, locations, thresholds and discounts. The deal definition captures the different thresholds that are set up for the items/locations present in the deal and the related discounts that the retailer is eligible to receive on successfully meeting the thresholds. The thresholds can be based on either purchases or receipts. A regular bill back compares each purchase event against the threshold individually, whereas receipts are compared in the aggregated form. All purchases-based bill back deals will generate income on the net cost of the purchase order, after the off-invoice deals have been applied.

• Vendor Funded Promotion (VFP) : In order to reduce outstanding inventory or compete against another retailer during certain periods of the year, a retailer may institute a temporary price reduction by creating a promotion in Pricing. To keep profit margins intact, the retailer often negotiates a deal with the supplier wherein the supplier funds part or the entire promotion. This type of vendor funding is created as a Vendor Funded Promotion (VFP) within the Merchandising system.

While setting up the deal, the user can link the one or more promotions and specify the contribution percentage of the vendor for each of them. These promotions need to have their start and end dates within the deal timeframe and at least one offer that is not in the

‘Completed’ or ‘Cancelled’ status. The promotion can also be created at a later point when a formal plan has been built and then attached to the deal. After setting up the above information, the deal can be approved for income generation. Merchandising drives the entire creation and invoicing logic for this deal type.

Note

Merchandising does not allow the user to enter budgeted or forecasted values, and the deal income is based on the vendor-supplied contribution percentage. Additionaly, income can be generated based on supplier cost defined at item supplier / Item supplier location level.

Two types of promotions can be attached to a deal. One is referential only (accessed via More Actions) while the other generates income (accessed through the Promotion button). It is possible to view the attached promotions and promotion components that have been attached. However, these values are controlled by Pricing and no addition/deletion is possible from the Merchandising end. Further, the existence of a promotion on the screen is not enough to guarantee that income will be generated. The system only gives an indication of all the promotions and contribution percentages that the buyer thought would be assigned to the deal when the promotion is approved.

• Vendor Funded Markdown (VFM) : Similar to a VFP, a Vendor Funded Markdown (VFM) can be used if a vendor agrees to fund a specific percentage of the markdown. The vendor can support the retailer either by contributing a percentage of the retail price discount for each item on hand or by giving a fixed amount for all the items that still remain in stock. In such scenarios, integration between the Regular/Clearance price changes (in Pricing) and VFM deals (in Merchandising) is essential.

While setting up the deal, the user can define a contribution value or percentage against each component. For values, the amount that is specified will be considered in terms of the currency selected for the specific deal. The user defined values for vendor contribution will be held with the deal even after it is exploded to the item/location level. When a price event goes active on its effective date within Pricing (via a regular price change or a clearance) and it executes a markdown within Merchandising, the backend processing will be changed to analyze all active VFM deals in order to identify any item/location combination impacted by the markdown and record income generated based on the existing process with the modification that the Merchandising deal tables will be used for data references during the entire income accrual calculation process, and not any Pricing based tables. Any price reduction based on a clearance or a price change would be considered here.

Note

A single VFM deal can have multiple components based on the deal parameters, and the user will have to add the set of item/locations linked with each component in the child table.

• Rebates : Bill back rebate deals are similar to the bill back deals described above, but these aggregate all the events and compare them against the thresholds in the aggregated form at the end of each reporting period. In addition to purchases and sales, bill back rebate thresholds can also be based on issues for shipment based ones where a vendor provides a deal to move goods that have been received at the retailer’s distribution center across single/multiple POs to stores in order to encourage their sale to the end customer. Such a deal would be triggered based on the shipment of goods through a transfer or

allocation from the initial order receipt location which would be a warehouse to the final sale location which would be a company store.

• PO Specific Deals : In addition to annual and promotional deals, a supplier might also offer certain deals which are specific to a purchase order. This type of a PO Specific Deal can be set up within Merchandising using an option that is available in the PO item setup screen. For such a deal, the Deal Timing gets populated with PO Specific, and the order number gets auto-populated. Only a single PO specific deal can be attached to a purchase order, and this will always be applied last in the sequence when calculating the deal totals. These deals could be defined as off-invoice, allowance, bill-back, or bill-back-rebate deals.

• Fixed Deals : Fixed deals allow you to capture one-off payments or a series of payments from a vendor to the retailer. This type of deal caters to certain business setups that require the vendor to give the buyer a fixed amount of money in return for advertising their products for promotional reasons, for in-store demonstrations, or for displaying their merchandise in prime shelf space. A fixed deal comes with a defined amount, duration, billing frequency, and invoicing method. There is built-in logic to auto-generate billing requests for such amounts based on the billing frequency.

• Promotional Consignment Rate : This deal type will apply only for items that have been set up as ‘consignment’ at one or more locations with their costing based on a percentage of the retail selling price. Items needs to be linked with at least one active promotion in order to be eligible for this type. When the items present in the deal get sold during the deal lifetime, and include the Promotion ID, then the promotional consignment rate (PCR) specified in the deal would be used in the order/invoicing process with the vendor rather than the regular consignment rate. The deal can also be approved without a linked promotion in order to support a scenario where the promotion gets created at a later point and then attached to the deal. However, for a deal with no associated promotions, the regular consignment rate will be used while determining the cost for the item/location combinations on the deal and not the PCR value. This type of a deal can be set up only if the consignment system option is set to ‘Y’ and for the primary supplier linked with the item/location combination.

• Clearance Consignment Rate : In addition to PCR, this deal type will also apply only for items that have been set up as ‘consignment’ at one or more locations with their costing based on a percentage of the retail selling price. When the items present in the deal get sold during the deal lifetime, then the clearance consignment rate (CCR) specified in the deal would be used in the order/invoicing process with the vendor rather than the regular consignment rate. This type of a deal can be set up only if the consignment system option is set to ‘Y’ and for the primary supplier linked with the item/location combination.

• Allowance : This type of deal is set up between the retailer and vendor where they negotiate a “discount” amount, which is usually a percentage or amount reduction that will be used to reduce the payment to be made against the invoice but may not result in a reduction of the total invoiced amount or item cost on the order.

The allowance components associated with an allowance deal need to be set up as a cost component similar to expenses and assessments and have a non-merchandise code associated with them. This type of deal will be exclusive in nature and will not impact the order cost. It will be captured as a transactional posting similar to other cost components during order receiving.

Allowance values will be maintained as a non-merchandise code in invoice matching. When an invoice having an allowance value in the document is received, it will be validated against the allowance captured on the purchase order. Variations of allowance deal processes can occur where the vendor does not include the allowance line on the invoice, but the retailer can still take the discount and show this in the remittance advice and bill it to the vendor. If the allowance is provided by vendor, it will be shown on the invoice and will be deducted from the total invoice amount.

4. In the Currency field, enter, select or search for the currency.

5. In the Timing field, select the timing of deal:

• Annual : A yearlong deal you have with a deal partner. Only one annual deal can be applied to an item at a time. You close the deal manually when it expires, or the deal is closed automatically when you create another annual deal with the deal partner. On selection of Annual, the available options for Billing Type are Off-invoice and Allowance.

• Promotional : A deal that is generally shorter than an annual deal. Multiple promotional deals can be applied to an item at the same time. The deal closes automatically on the specified end date. All available billing types can be set up as promotional deals.

6. In the Active Date field, enter the date on which the deal becomes active, or click the calendar icon and select the date. The Active Date can also be in the past.

7. In the Close Date field, enter the date on which the deal ends, or click the calendar icon and select the date.

Note

This field is not required to be manually populated for annual deals.

8. In the Billing Type field, select the type of deal being created.

• Off-Invoice : The deal is reflected as an amount decremented from the cost on the invoice.

• Bill Back/Bill Back Rebate : The deal income amount is invoiced to the supplier after the goods are purchased. A special type of a bill back is a rebate, which can be calculated on sales, purchase orders or receipts. For purchase orders or receiptsbased Bill Back Rebate deals, income can be generated based on supplier cost.

• Allowance : This deal is defined as a discount in which the retailer and vendor agree on a percentage or fixed amount reduction that is applied to the invoice payment. However, this adjustment does not necessarily reduce the invoiced amount or the item cost reflected on the order.

• Vendor Funded Promotion : The deal income amount is generated based on a part or the entire promotion being funded by the supplier for the items present in the deal or it can be generated based on supplier cost.

• Vendor Funded Markdown : The deal income is generated based on The vendor contributing a percentage of the retail price discount for each item on hand or by giving a fixed amount for all the items that still remain in stock.

• Clearance Consignment Rate : When the items present in the deal get sold during the deal lifetime, then the clearance consignment rate (CCR) specified in the deal would be used in the order/invoicing process with the vendor rather than the regular consignment rate.

• • Promotional Consignment Rate : When the items present in the deal get sold during the deal lifetime, and include the Promotion ID, then the promotional consignment rate (PCR) specified in the deal would be used in the order/invoicing process with the vendor rather than the regular consignment rate.

9. In the Threshold Limit Type field, select the type of threshold limit type. Certain deal types such as Off-invoice and Bill Backs allow the tracking of the threshold limit in terms of

The Deal Header includes the following fields.

Table 4-1 Deal Header - Fields and Description

Fields	Description
Title	The title displays Deal ID and Billing Type with a separator between them to the top left of the head container. The Deal Timing and Deal Status are displayed with a separator between them to the top right of the head container. The possible values for billing type are Off invoice, Allowance, Bill Back, Bill Back Rebate, Vendor Funded Markdown, Vendor Funded Promotion, Clearance Consignment Rate, and Promotional Consignment Rate. The deal number is populated by default. The possible values for deal timing are Promotional and Annual.
Deal Status	The description of the deal status is displayed as text. If you create a deal the status is Worksheet. For more information on deal status, see the Change the Status of a Dealsection.
Vendor	This field displays the type of vendor, vendor ID, and name.
Currency	This field displays the deal currency.
Threshold Limit Type	This field displays the threshold limit type.
Threshold Limit UOM	This field displays the threshold limit UOM.
Recalculate Approved Orders	This field displays Yes if the associated check box of the same name is checked in the Create Deal pop-up. This field will display as No, if the check box is unchecked in the Create Deal pop-up for off-invoice deals.
Active Date	This field displays the date on which the deal becomes effective.
Close Date	This field displays the date on which the deal ends.
Security	This field displays if the deal was created with user security.
Ref. No.	Enter the deal reference number.
Order No.	This field displays the order number in case of PO specific deals.

Note

The Active Date, Close Date, Security, and Ref. No. fields are editable. However, the remaining fields are displayed based on the information entered in the Create Deal pop-up.

Add Bill Back and Financials Details

The Bill Back and Financials section gets displayed for Bill Back (BB), Bill Back Rebate (BBR), Vendor Funded Markdowns (VFM) and Vendor Funded Promotions (VFP) type deals.

ee

Table 4-2 (Cont.) Bill Back and Financials - Fields and Description

Fields	Description
Deal Invoicing Basis **Note:**This does not apply to VFP/VFM deals.	Select the Deal Invoicing Basis. The options for Deal Invoicing Basis depends on whether the deal is purchase or sales based. Purchase based deals can have this set to the Approved POs, Receiving (uses Net Receipt logic), Gross Receipt, or Invoice Matched Quantity (for purchase based deals). Sales based deals do not have timing specified since they are driven by sales records and are applied only when a sale occurs. Issue (Transfer/Allocation) based deals accrue income based on movement of inventory from a warehouse to a store via a transfer or a PO/ASN sourced allocation and have the timing defaulted to ‘Shipment’. All types of inventory movements within the same transfer/legal entity would be eligible for a movement based deal as long as they originate from a warehouse (source location) and terminate at a company store (destination location) which is part of the deal definition.
Use Suggested Retail	Indicates whether the Suggested Retail value defined at the item location level needs to be used instead of the actual selling retail in order to determine the deal income for sales-based deals.
Use Supplier Cost	Indicates whether the supplier cost defined at the item-supplier or item- supplier-location level needs to be used to determine the deal income. Applicable for Bill Back Bill Back Rebate deals with the basis selected as purchases or issues and for Vendor Funded Promotions.
Add Deal Reporting Days **Note:**This does not apply to VFP/VFM deals.	This field is used to capture the number of extra reporting days that should be added to the deal actual forecast data to cater to the late postings of the transactions after the deal close date.
Pack Level Tracking	For receipt-based Bill Back and receipt or sales-based Bill Back Rebate deals, the indicator for tracking the deal at the pack level is enabled. Select this indicator to generate income for purchase orders which involve receiving at the pack level or sales occurring at the pack level. This is enabled only for receipt based bill back and receipt or sales based bill back rebate deals.
Rebatessub section:
Rebate Calculation Type	Select the rebate calculation type from the list. This field determines the method in which the comparison of thresholds is performed against the actual turnover figures. Here the term turnover refers to the total revenue generated for a period across the merchandise hierarchy for which the deal is applicable. This is defaulted to Linear and disabled for a BB deal, while for a BBR, you can set it to Linear or Scalar.
Growth Rebate	A rebate in which the supplier determines the amount of the rebate, based on increased orders over a specified period of time. The Growth Rebate information is available only for Bill Back Rebate deals and is for informational and reporting purposes. Selecting this indicator enables the Historical Period fields and allows a buyer to set up a growth rebate deal by looking up prior receipt or sales values in the data warehouse system. The growth percentage can then be manually applied to these values to come up with thresholds that would be applicable for the current deal.
Historical Period Start Date	The start and end dates of the historical period against which growth will be measured for this growth rebate.
End Date
Financialssub section:

Table 4-2 (Cont.) Bill Back and Financials - Fields and Description

Fields	Description
Bill Back Period	Select the period for how frequently the vendor is billed. This period needs to be at least as large as the reporting period because income calculation is performed only at the end of a reporting period. For the 4-5-4 calendar, the choices for the invoice periods are: Week, Month, Quarter, Half Year, Annual, or Deal End (one bill for the entire deal period). The same choices apply for Gregorian calendar, except Week. This field remains editable until the first invoice has been raised against the deal.
Billing Vendor	This field indicates the vendor to be billed for the specific deal, which can be different from the vendor specified for the deal in Deal Head. Select the vendor type and enter, select or search for the vendor. Valid Vendor type options include Supplier, Supplier Site, Manufacturer, Distributor, and Wholesaler.
Estimated Next Invoice Date	The estimated date the next invoice is going to be sent to the vendor. Enter the correct date or click the calendar icon and select the correct date. The effective date for raising the invoice will depend on when the financial month is closed. The estimated next invoice date gets populated initially based on the bill back period. It takes the last day of the period that will be invoiced. After the invoicing batch program Vendor Deal Invoicing (vendinvc) runs, this date is updated with a Gregorian week, month, or quarter, or the 4-5-4 week setup based on the calendar configuration in the system. This date can be modified throughout the deal’s lifetime, even after approval until the last invoice against the deal has been processed.
Last Invoice Date	This field is updated to hold the last reporting period that was invoiced. Enter the date or click the calendar icon and select the date.
Bill Back Method	This indicates whether invoices raised for this deal are in the form of a credit note or a debit note. The option selected here overwrites the supplier’s default setup in Invoice Matching. This field remains editable until the last invoice against the deal has been processed.
Deal Income Calculation	The basis for calculating the amount earned from the deal. Actual will only generate income on real turnover. Pro-rated calculates income based on forecasts and actual turnover and distributing this income over all open periods. For BB and BBR types of deals, you have the option of calculating the deal income based on the actual values earned until the current date, or of using the method of proration on the forecasted amount.
Invoice Processing Logic	Select the method for how invoices will be raised for this deal. You have the following options available in the case of BB and BBR type of deals - Automatic all values, manual all values, automatic positive values, manual positive values only, no invoice processing. This field remains editable until the first invoice has been raised against the deal.
Deal Income in Stock Ledger	Select the check box to indicate that deal income accrual should be written to the stock ledger.
Include Taxes	In the Global Tax Solution (GTS) setup, the system will support multiple tax codes at the item level within a deal as long as this checkbox is selected. In a non-GTS setup, just a single tax can be linked with the items within the deal.
Tax Region	Select a tax region different from the one associated with the deal location.

Figure 4-5 Add Component Pop-up

DealComponent P	romotions /Offers				x)
Deal Component 1		Vender Funded Promotion
Actions » View w	x Y	sip Detach
Promotion	Promotion Description	Offer	Offer Description	VendorContributionType	Contribution
17931	JTEST_PROMO_1	17701	JEST_OFFER_1	Percent	20.0000

Note

The primary language is defined in the Merchandising system options.

4. Enter a unique code for the deal component type (up to 2 digits).

5. If necessary, add descriptions in other languages:

• a. Select the Deal Component Type TL tab.

• b. Select the Create action type in a blank line.

• c. Enter the language for the translated description.

• d. Enter the code for the new deal component type.

• e. Enter the translated description (up to 250 characters.

Update a Deal Component Type

If you would like to update any details for existing deal component types, a similar process will be followed as that described above for creating new deal component types. First, download the spreadsheet, and then navigate to the tab where you would like to make your updates.

The following columns can be updated in each tab:

• Deal Component Types : Description

• Deal Component Type TL : Description

To update a reason:

1. Select the Update action type in the row to update.

2. Enter the correct description.

Delete a Deal Component Type

To delete a deal component type that is no longer used by your business, select Delete in the action column for each row to delete. Do this in both the Deal Component Types and Deal Component Type TL tabs.

Note

You cannot delete a deal component type that is currently associated with a deal. You will get an error if this occurs when the changes are uploaded.

Upload Changes

Once all updates have been made to the data in the spreadsheet, upload the spreadsheet to Merchandising:

1. Save the file and close it.

2. Return to the Merchandising screens.

3. Select Foundation Data > Upload Foundation Data from the main task list.

4. Select the Price and Cost template type.

5. Select the Deal Component Types template.

This automatically generates a process description. This can be updated, if desired.

6. Select and upload the file:

• a. Click the Browse button.

• b. Navigate to the directory where you saved the spreadsheet.

• c. Select the file.

• d. Click Upload .

The spreadsheet is uploaded and entered into Merchandising.

To review the status of the upload and check whether any errors occurred, select the Foundation Data > Review Status task from the main task list.

For more information about uploading data through a spreadsheet, see Data Upload in the Oracle Retail Merchandising Foundation Cloud Service Do the Basics User Guide (Classic View) .

Add Buy/Get Details

The Buy/Get Item pop-up is only enabled if Threshold Value Type selected is Buy/Get free or discounted items for off-invoice deals.

Add Buy/Get Item

To add buy/get item:

1. Click Buy/Get Item from the Components section. The Buy/Get Item pop-up appears.

• In the Type field, select the Get type from the list. Valid options are free, percent, amount or fixed amount.

• In the Item field, enter or search for an item using the search icon. This identifies the get item for a quantity threshold-type (buy/get) discount.

• In the Unit Cost field, enter the amount. This will be enabled if the Get type selected is Free and identifies the unit cost of the threshold free item that will be used in calculating the prorated quantity discount. It will default to the item/supplier cost, but can be modified based on the agreement with the supplier.

• In the Discount field, enter a value. This will be enabled in case Get type is not “Free”. It will be percent in case get type is Percent otherwise value.

• In the Discount Apportion % field, enter a value. This specifies the percentage of the total discount that should be apportioned from the get items unit cost for off invoice deals where buy item is not the same as the get item and Get type is Free. The remaining will be apportioned from the buy item unit cost. Component-level comments can be edited in both Worksheet and Approved status.

• In the Threshold Quantity field, enter a value. This identifies the quantity of the identified get item that will be given at the specified get discount if the buy amount of the buy item is purchased.

3. Click OK to add the buy/get item information.

4. Click Cancel to return to the Deal page.

Edit a Deal Component

To edit a deal component:

1. Select the deal component you want to edit.

2. From the Actions menu, click Edit or click the Edit icon

• .

The Edit Component pop-up appears.

3. Edit the enabled fields as necessary.

4. Click OK to return to Deal page.

5. Click Save or Save and Close to save the changes.

Note

If AI Assistance is enabled in Merchandising, selecting a deal component displays an AI-generated explanation in the contextual pane for Billback , Billback Rebate , and Vendor Funded Promotion deal types. The explanation is generated using the deal definition together with the associated income calculations, providing users with a concise summary of the deal and a more efficient way to review its details.

Delete a Deal Component

To delete a component:

1. Select the deal component you want to delete.

2. From the Actions menu, click Delete or click the Delete icon

.

a

7. In the Value field, enter the value of the discount that will be given for meeting the specified thresholds for this deal component. This value will be either a currency amount or quantity value, depending on the threshold limit type of this deal component.

8. In the Total/Unit field, select the total or unit. It indicates if the value for deal components for which the threshold type is amount off is amount off by unit or in total.

9. Select the Target Level check box. This indicates if a threshold level is the targeted purchase or sales level for a deal component. This indicator will be used for cost calculations.

10. Click OK to add thresholds. You can add more thresholds by clicking OK and Add Another .

11. Click Cancel to return to the Thresholds section.

Edit the Threshold of a Deal

To edit the threshold of a deal:

1. Select the threshold you want to edit.

2. From the Actions menu, click Edit or click the Edit icon

.

The Edit Threshold pop-up appears.

3. Edit the enabled fields as necessary.

4. Click OK to return to Deal page.

5. Click Save or Save and Close to save the changes.

Delete the Threshold

To delete the threshold:

1. Select the threshold you want to delete.

2. From the Actions menu, click Delete or click the Delete icon

• .

You are prompted to delete the record.

3. Click Yes to confirm deletion.

4. Click Save or Save and Close to save the changes.

Create a Purchase Order-specific Deal

You can also create PO specific deals. To create a PO-Specific Deal, follow the steps listed below.

1. From the Tasks menu, select Manage Orders . The Order Search page appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The orders that match the search criteria are displayed in the Results section.

4. In the Order column, click the order link, or mark a record and select Actions > Edit , or

use the Edit icon . The Order page appears.

5. In the Orders toolbar, click Details . The Order Details page appears.

@ Done

Search for a Deal

To search for a deal:

1. From the Tasks menu, select Deals > Manage Deal . The Deal Search page appears.

2. You can search for a deal by providing search criteria in the search section. The criteria can be provided either in Basic or Advanced mode, depending on the requirement. Basic is the default mode when the search page is entered. Click Advanced to access the search panel in advanced mode. You can return to Basic mode by clicking Basic .

Search for a Deal Through the Basic Search Criteria

To search for a deal through the basic search criteria:

1. Enter or select one or all of the following basic search criteria.

Table 4-4 Deal Search - Basic Search Criteria

Fields	Description
Deal	Enter the deal ID.
Deal Type	Select the deal type. The options are: Annual, Promotional, and PO Specific.
Status	Select the status of the deal. The options are: Worksheet, Submitted, Approved, Rejected, Closed.
Billing Type	Select the type of deal being created. The options are: Off Invoice, Allowance, Bill Back, Bill Back Rebate, Vendor Funded Promotion, Vendor Funded Markdown, Promotional Consignment Rate and Clearance Consignment Rate.
Vendor Type	Select the vendor type.
Vendor	Enter, select or search for the vendor.
Active Date	Enter the date on which the deal becomes active or click the calendar icon and select the date.
Close Date	Enter the date on which the deal ends or click the calendar icon and select the date.

2. You can also click the Saved Search drop down to select one of the saved sets of search criteria. Selecting a saved search will populate the criteria section with saved criteria. If the saved search is selected to run automatically then the search will be executed too.

You can also choose to manage and personalize the saved searches by clicking Personalize in the list. The Personalize Saved Searches page appears.

For more information on the Personalize Saved Searches, see Personalize Saved Search in the Oracle® Retail Merchandising Foundation Cloud Service Do the Basics User Guide (Classic View) .

3. Click Search . The deals that match the search criteria are displayed in the Results section.

4. Click Search . The deals that match the search criteria are displayed in the Results section.

5. Click Reset to execute the saved search.

6. Click Save. to save the current set of search criteria as a Saved Search. The Create Saved Search pop-up appears.

For information on the Create Saved Search pop-up, see Create Saved Search in the Oracle® Retail Merchandising Foundation Cloud Service Do the Basics User Guide (Classic View) .

7. Click Done to close the pop-up.

Search for a Deal Through the Advanced Search Criteria

To search for a deal through the advanced search criteria:

1. Enter or select one or all of the following advanced search criteria.

Table 4-5 Deals Search - Advanced Search Criteria

Fields	Description
Deal	Enter the deal ID.
Deal Type	Select the deal type. The options are: Annual, Promotional and PO Specific.
Status	Select the status of the deal. The options are: Worksheet, Submitted, Approved, Rejected, Closed.
Billing Type	Select the type of deal being created. The options are: Off Invoice, Allowance, Bill Back, Bill Back Rebate, Vendor Funded Promotion, Vendor Funded Markdown, Promotional Consignment Rate and Clearance Consignment Rate.
Vendor Type	Select the vendor type.
Vendor	Enter, select or search for the vendor.
Active Date	Enter the date on which the deal becomes active or click the calendar icon and select the date.
Close Date	Enter the date on which the deal ends or click the Calendar icon and select the date.
External Ref. No.	Enter the external reference number.
Order No.	Enter, select or search for the order number.
Deal Component Type	Select the deal component type.
Rebate	SelectYesif the rebate is included in the deal or selectNoif the rebate is not included in the deal.
Promotion	Enter, select or search for the promotion from the list.
Division	Enter the division number, select or search for the division name and number.
Group	Enter the group number, select or search for the group name and number from the list.
Department	Enter the department number, select or search for the department name and number from the list.
Class	Enter the class number, select or search for the class name and number from the list.
Subclass	Enter the subclass number, select or search for the subclass name and number from the list.
Item	Enter the item number, or search by using the search icon.
Chain	Enter the chain number, select or search for the chain name and number from the list.

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7. Click Done to close the page.

Results

The Results section lists the retrieved deals.

Deal Search Toolbar

For information about the toolbar, see “Screen Level Action - Icons and Buttons” in the Oracle Retail Merchandising Foundation Cloud Service Do the Basics User Guide (Classic View) .

Edit a Deal

To edit a deal, follow the steps below.

1. From the Tasks menu, select Deals > Manage Deal . The Deal Search page appears.

2. Select the deal you want to edit.

3. Select Actions > Edit , or click the Edit icon . The Deal page appears in Edit mode.

4. Make the necessary changes and click Done to save the changes.

View a Deal

To view a deal, follow the steps below.

1. From the Tasks menu, select Deals > Manage Deal . The Deal Search page appears.

2. Enter additional criteria as desired to make the search more restrictive.

3. Select the deal you want to view.

4. Click Done to close the page.

Create a Deal

To create a deal, follow the steps below.

1. From the Tasks menu, select Deals > Manage Deal . The Deal Search page appears.

2. From the Actions menu, select Create or click the Create icon . The Create Deal page appears.

For more information on how to create a deal, see the Create a Deal section

Deal Toolbar

For information about the toolbar, see “Screen Level Action - Icons and Buttons” in the Oracle Retail Merchandising Foundation Cloud Service Do the Basics User Guide (Classic View) .

Deal - More Actions Menu

Use the More Actions menu to navigate to the following pages. The More Actions menu contains the following options.

a

Table 4-7 (Cont.) Deals Approval Process Status

Status	Definition
Closed	The deal is complete.

Submit a Deal

You can submit a deal when a deal is created and the deal is in Worksheet status.

To submit a deal:

1. From the Tasks menu, select Deals > Create Deal . The Create Deal pop-up appears.

2. Click OK to save any changes. The Deal page appears.

3. In the Components section, select Actions > Add or click the Add icon

• .

The Add Component pop-up appears.

4. Note

• You need to enter the required information in the following sections before submitting a deal:

• Components

• Item/Locations

• Thresholds

5. Enter all the required information and click Submit on the page level toolbar. The deal status changes to Submitted .

6. Click Save to save your changes or click Save and Close to save and close the page.

7. Click Cancel to discard the changes and close the Deal page.

Approve a Deal

The status of a deal changes as it passes through an approval process. Depending on your user role, you can change the status of a deal. The status can be Worksheet, Submitted, Approved, Rejected, or Closed. A deal is not effective until it is approved.

To approve a deal:

1. From the Tasks menu, select Deals > Create Deal . The Create Deal pop-up appears.

2. Click OK to save any changes. The Deal page appears.

3. In the Components section, select Actions > Add or click the Add icon . The Add Component pop-up appears.

Table 4-8 (Cont.) Deal Header - Fields and Description

Fields	Description
Reporting Period	The deal reporting level determines the length of the reporting periods that would be created for income generation. The options provided depends on the calendar type that is being used in the Merchandising instance. For a 4-5-4 calendar, this can be Day, Week, Month, or Quarter, while for a Gregorian calendar, only Day, Month, or Quarter can be selected. Income is calculated once per reporting period. The reporting level also indicates the maximum frequency at which an invoice is raised against the income accrued by the deal. If quarterly processing is chosen, based on the end date for the deal, Merchandising may change the date of the final reporting period to an end of month date instead, if the end of the quarter is more than a month away, to allow for faster income realization. For example, if the end date of the deal is set for 17- Jan, but the end of the quarter is 30-Mar, Merchandising changes the last reporting period to 26-Jan, which is the nearest end of month date.
Billing Period	This field displays the time period for which invoice would be raised for the deal.
Turnover Measure	This field displays whether the turnover from the deal would be measured in quantity or value terms.
Activated Date	The activated date is the day from which the deal starts to be applied within the system.
Closed Date	The close date is the last day of the deal. This is required only for promotional deals.
Estimated Next Bill Date	The Estimated next invoice date gets populated initially based on the Bill Back period. It takes the last day of the period that will be invoiced. After the invoicing batch program Vendor Deal Invoicing (vendinvc) runs, this date is updated with a Gregorian week, month, or quarter, or the 4-5-4 week setup based on the calendar configuration in the system. This date can be modified throughout the deal’s lifetime, even after approval until the last invoice against the deal has been processed.

Totals

The Total section displays the turnover and income values for deal components for all the valid periods. For turnover it has baseline, budget and actual values. It also shows if turnover totals are designated fixed for distribution among periods. For income it shows budget, actual/trend and actual/forecast values. In addition, it also shows Budget Growth %, Total Turnover and Actual Monies Earned with respect to total deal to date.

Edit a Total of a Deal Component

To edit total of a deal component:

1. From the More Actions menu, click Deal Income . The Deal Performance page appears, which includes the Total section.

7. Click OK to save any changes and close the pop-up.

8. Click Cancel to discard the changes and close the pop-up.

Proof of Performance

You can access the Proof of Performance page from the Deals page, More Actions > Proof of Performance . You can access Proof of Performance (POP) page at one of the following levels through the POP sub menu:

• Deal

• Deal Component

• Deal Component/Item Loc

The POP page is used to define the performance requirements at the deal level, component level, or at the item/location level. This allows the buyer to identify what needs to be done in order to receive the deal discount, which might be an advertisement, coupon distributions or ‘in store’ demonstrations of the product. POP terms are used only for informational purposes in Merchandising.

View/Create/Edit Proof of Performance Page

You can select the level at which you want to view, create, or edit for Proof of Performance definitions and fulfillment information. The options are: Deal, Deal/Component, Deal Component Item/Loc.

To view/create/edit proof of performance:

1. From the Tasks menu, select Deals > Create Deal . The Create Deal pop-up appears.

2. Enter the relevant data and click OK to save the changes. The Deal page appears.

3. From the More Actions menu of the Deal page, click Proof of Performance , and then click Deal or Deal Component or Deal Component/Item Loc depending on which level you want to define proof of performance.

The Proof of Performance page appears, which includes Terms Definition and Fulfillment sections.

For more information on Terms Definition and Fulfillment, see the Add Proof of Performance Terms Definition and the Add Proof of Performance Fulfillment section.

2. From the Actions menu, click Edit or click the Edit icon . The Edit Terms pop-up appears.

3. Edit the enabled fields as necessary.

4. Click OK to save the changes.

5. Click Cancel to discard the changes and close the pop-up.

Delete Proof of Performance Terms Definition

To delete proof of performance terms definition:

1. Select the terms definition you want to delete.

2. From the Actions menu, click Delete or click the Delete icon

• .

You are prompted to delete the proof of performance term.

3. Click Yes to confirm deletion.

4. Click No to retain the proof of performance term.

Manage Fulfillment

The fulfillment section is used to record or view proof of performance term fulfillment for a deal.

Add Proof of Performance Fulfillment

To add proof of performance fulfillment:

1. From the More Actions menu, click Proof of Performance , and then click Deal Performance .

The Proof of Performance page appears, which includes the Fulfillment section.

Note

Fulfillments are specific to terms. You can add fulfillment only after you have added terms definition.

2. From the Actions menu, click Add or click the Add icon . The Add Fulfillment pop-up appears.

Create a Fixed Deal

The Fixed Deal page allows you to define the following deal specific information:

• Deal details

• Merchandise hierarchy against which deal can be claimed

• Location information at which deal can be claimed

• Promotion Details against which supplier has negotiated the deal

You can also define the terms and fulfillment that is negotiated with the vendor. This information can be entered through Proof of Performance page which is displayed by clicking the Proof of Performance button on the Fixed Deal page.

With fixed deals, your organization receives payments from vendors in return for mentioning their products in promotions or for displaying their products on prime shelf space. Fixed deal payments can be claimed from the vendor either periodically or all at once.

You can create fixed deals and set up a collection schedule, from which you can make claims against the vendor and receive payments.

The income amount for merchandise fixed deals can also be applied to inventory value and the weighted average cost (WAC) recalculated for the impacted item/location combinations. This is controlled through the Recalculate Inventory Value checkbox present under the Deal Income section. You can also choose to apportion this income based on Ratio or Value at both the merchandise and location levels. When the ratio is selected, the income can be apportioned at the merchandise or location level based provided ratio. When the value is opted, Income is apportioned across item-locations using inventory value (i.e., weighted average cost (WAC) X stock on hand).

For prepaid deals, income is collected up front and then apportioned over time based on a defined schedule. The deal posting period—defined by frequency and number of occurrences —is used to distribute the accrued income across item/location combinations within the selected merchandise level and locations. To designate a deal as prepaid, the Recalculate Inventory Value must be selected. On posting date, the apportioned income is posted to the Stock Ledger at the item/location level and the WAC is recalculated accordingly.

Fixed deals are typically created in Active status; however, you can create a fixed deal in Inactive status. For deals with Inactive status claims are put on hold.

The Fixed Deal Report provides you with information about active claims. Claim information for inactive fixed deals is not included in the report.

Note

You can also create a fixed deal by clicking Create in the Actions menu, or by clicking

the Create icon on the Fixed Deal Search page.

The Fixed Deal page includes the following sections:

• Fixed Deal Header

  • Deal Income

  • Collection

Deal Income

The Deal Income includes the following fields.

Table 4-12 Deal Income - Fields and Description

Fields	Description
Merchandise Income Apportionment Method	Select the income apportionment method at the Merchandise level. Valid methods are Value and Ratio. This field is applicable only to merchandise fixed deals.
Location Income Apportionment Method	Select the income apportionment method at the Location level. Valid methods are Value and Ratio. This field is applicable only to merchandise fixed deals.
Recalculate Inventory Value	If the deal income is to be applied back to the inventory value of the impacted item/locations, select the Recalculate Inventory Value check box. This field is applicable only to merchandise fixed deals.
Prepaid	Select the Prepaid checkbox to designate the deal as prepaid, meaning the income is collected upfront but apportioned across item/locations over time, based on the schedule defined by the Posting fields. This field is enabled only when the Recalculate Inventory Value checkbox is selected.
Deal Collectionsection:
Collect	Select how often payment for the fixed deal is collected from the supplier. If you select Date in the Collect field, the number of collection period is always one.
First Collect Date	Enter the date, or click the calendar icon and select the date. The date of the collection of the first amount decided as part of the fixed deal.
Collect Periods	Enter the number of collection periods.
Last Collect Date	If you enter the date in the First Collect Date field, the Last Collect Date field is displayed by default. The number of times the collection date is to be repeated after the First Collect Date. On each collection date an invoice may be raised based on the invoicing options selected for the deal.
Postingsection:	This section is applicable only for prepaid fixed deals.
Posting Frequency	Select the frequency of apportioning the income at the item/location level and posting it to stock ledger for prepaid fixed deals.
Posting Occurrence	Enter the number of posting periods.
Next Posting Date	Display the next future date on which the posting should occur.

Table 4-12 (Cont.) Deal Income - Fields and Description

Fields	Description
Last Posting Date	This is automatically populated based on the Posting Frequency, Posting Occurrence, and Next Posting Date parameters. It represents the final date for apportioning and posting income for the identified item/locations, in accordance with the defined deal posting schedule.
Invoicesection:
Processing Logic	Select how invoices are created for the fixed deal. The options of creating invoices are: Automatic, Manual, No Invoice Processing depending on the option selected.
Debit Note/Credit Note	Select whether you want to send a Debit or Credit Note request to the supplier.

Note

If the income apportionment method is set to Value at the merchandise level, the location-level method defaults to Value and is locked, as the proration is based on item/location stock value once locations are determined.

Additionally, if Recalculate Inventory Value is not selected, you cannot choose the Value method for deals created at the merchandise hierarchy level (Department/Class/ Subclass), since income proration at the item/location level does not apply in this case.

Taxes

Multiple tax codes can be supported per merchandise hierarchy or non-merchandise code in the Global Tax Solution (GTS) setup. The Taxes table allows you to manually add one or more taxes relevant to the fixed deal. The tax amount will get split between the set of hierarchies added in the Merchandise Hierarchy table and then further divided into the locations added in the Locations table based on the user defined ratio.

The Add Tax pop-up allows you to add the taxes to the above table.

3. In the Merchandise Level field, click the merchandise level list and select the merchandise level that the deal applies to. This field is a required field. Options are : Department, Class, Subclass, Item Parent or Item.

4. The Department field is active if you select Department, Class, or Subclass in the Merchandise level. In this field, select or search for the department.

5. The Class field is active if you select Class or Subclass in the Merchandise Level field. In this field, select or search for a class.

6. The Subclass field is active if you select Subclass in the Merchandise Level field. In thisfield, select or search for a subclass.

7. The Item Parent field is active if you select Item Parent in the Merchandise Level field. This field enter or search for a parent item.

8. The Item field is active if you select Item in the Merchandise Level field. You can add items by item, by item list, or by uploading a data file containing the list of items.

• Item – enter, select or search for the desired item.

• Item List – enter, select or search an item list.

• Upload List – use the browse button to select and upload a previously created data file that contains the transaction level items or reference items you want to include.

Note

The upload list must be created and saved as a .csv file.

9. In the Ratio field, indicate what percentage of fixed deal the merchandise level contributes.

Note

When the Merchandise Income Apportionment Method is set to Value , the income is apportioned across transactional items/locations based on their current inventory value. In this scenario, the Ratio field is not displayed.

10. Then choose one of the following options.

• Click OK to save any changes and close the pop-up.

• Click OK and Add Another to add additional merchandise hierarchies.

• Click Cancel to discard the changes and close the pop-up.

Delete Merchandise Hierarchy

To delete merchandise hierarchy:

1. Select the merchandise hierarchy you want to delete.

2. From the Actions menu, select Delete or click the Delete icon

.

You are prompted to delete the record.

3. Click Yes to confirm deletion.

4. Click Cancel to retain the record.

1. Select the locations you want to delete.

2. From the Actions menu, click Delete or click the Delete icon

• .

You are prompted to delete the locations.

3. Click Yes to confirm deletion.

4. Click Cancel to retain the record.

Fixed Deal Toolbar

For information about the toolbar, see “Screen Level Action - Icons and Buttons” in the Oracle Retail Merchandising Foundation Cloud Service Do the Basics User Guide (Classic View) .

Manage Fixed Deals

The Manage Fixed Deals option opens the Fixed Deal Search page. Managing a fixed deal involves performing one or more of the following tasks:

• Searching for a fixed deal

• Creating a fixed deal

• Editing a fixed deal

• Viewing a fixed deal

On clicking the Manage Fixed Deal link by selecting Deals > Manage Fixed Deal , the Fixed Deal Search page appears.

In the Fixed Deal Search page you can search, add, create, view, export to Excel, query by example, and detach deals. You can also create deals for items on a specific purchase order.

The Fixed Deal Search page includes the following sections:

• Search

  • For more information on the Fixed Deal Search page, see the Search for a Fixed Deal section.

• Results

• Fixed Deal Search Toolbar

Table 4-13 Fixed Deal Search - Basic Search Criteria and Description

Search Field	Description
Match	You can match your search criteria by selecting All or Any radio button. • All- Only deals matching all entered search criteria are shown. • Any- Deals matching each entered search criteria are shown.
Deal	Enter the deal ID.
Description	Enter the description of the deal.
Deal Type	This is the reason for the payment and does not drive any functionality. However, it allows the quick grouping of fixed deals for custom reporting. The options are: Cancel Allowance, Allowance Non Performance, Display Allowance, Early Buy Allowance, New Discount, New Warehouse, Lump Sum, New Item Allowance, Slotting Allowance, New Distribution Allowance, Advertising Allowance, Other Allowance, Scan Based Allowance.
Status	Select the status of the deal. The options are: Active and Inactive.
Partner	Enter, select or search for the type of partner for which you are creating the fixed deal.
Supplier	Enter, select or search for the supplier ID for which you want to create a fixed deal.
First Collect Date	Enter the date, or click the Calendar icon and select the date.
Last Collect Date	Enter the date, or click the Calendar icon and select the date.

2. Click on the Saved Search list to select one of the saved search criteria. Selecting a saved search populates the search section with the saved search criteria. If the run automatically function is enabled for the search, the search is executed immediately.

You can also personalize your saved searches by selecting Personalize . The Personalize Saved Searches page appears.

For more information about the Personalized Saved Search, see Personalize Saved Search in the Oracle® Retail Merchandising Foundation Cloud Service Do the Basics User Guide (Classic View) .

3. Click Search . The fixed deals that match the search criteria are displayed in the Results section.

4. Click Reset to clear the search section and results.

5. Click Save As… to save the current search criteria. The Create Saved Search pop-up appears.

For more information about how to save your search criteria, see Create Saved Search in the Oracle® Retail Merchandising Foundation Cloud Service Do the Basics User Guide (Classic View) .

6. Click Done to close the pop-up.

Search a Fixed Deal Through the Advanced Search Criteria

To search a fixed deal through the advanced search criteria:

1. To search using advanced search criteria, enter or select one or all of the advanced search criteria.

2. To narrow down the search, use the list next to the search fields. For example, determine if the entered value should equal or not equal the search result.

3. Click on the Saved Search list to select one of the saved search criteria. Selecting a saved search populates the search section with the saved search criteria. If the run automatically function is enabled for the search, the search is executed immediately.

You can also personalize your saved searches by selecting Personalize . The Personalize Saved Searches page appears.

For more information about the Personalized Saved Search, see Personalize Saved Search in the Oracle® Retail Merchandising Foundation Cloud Service Do the Basics User Guide (Classic View) .

4. Click Search . The fixed deals that match the search criteria are displayed in the Results section.

5. Click Reset to clear the search section and results.

6. Click Save As… to save the current search criteria. The Create Saved Search pop-up appears.

For more information about how to save your search criteria, see Create Saved Search in the Oracle® Retail Merchandising Foundation Cloud Service Do the Basics User Guide (Classic View) .

7. Click Add Fields to add more fields for the advanced search. To remove the field from the search, click the x right next to the field.

8. Click Reorder to change the order of the available search fields. The Reorder Search Fields pop-up appears.

• Select the desired search field and use the up and down arrows to rearrange the order of the fields.

• Click OK to confirm the new order of the fields and close the pop-up.

• Click Cancel to reject any changes and close the pop-up.

9. Click Done to close the page.

Results

The Results section lists the retrieved fixed deals.

Fixed Deal Search Toolbar

For information about the toolbar, see “Screen Level Action - Icons and Buttons” in the Oracle Retail Merchandising Foundation Cloud Service Do the Basics User Guide (Classic View) .

Edit a Fixed Deal

To edit a Fixed deal:

1. From the Tasks menu, select Deals > Manage Fixed Deal . The Fixed Deal Search page appears.

2. Select the deal you want to edit.

3. From the Actions menu, select Edit or click the Edit icon . The Fixed Deal page appears.

Activate/Deactivate a Fixed Deal

A fixed deal present in the system might need to be activated or deactivated at different points of time based on the specific requirements of the business. This activation/deactivation of the deal can be done using the process mentioned below.

Activate a Fixed Deal

Any fixed deal is created within the system is in Active state by default. However, if any active deal has been previously deactivated and is currently in the Inactive state, it can be activated using the Activate button in the Fixed Deal page. Clicking Activate will also change the label on the button to read Deactivate, to provide an option for future deactivation.

Deactivate a Fixed Deal

Any deal which is in Active status can be deactivated using the Deactivate button in the Fixed Deal page. This can be done while creating the deal or later via an Edit operation. Clicking the Deactivate button will also change the label on the button to read Activate, to provide an option for future activation.

Delete a Fixed Deal

A fixed deal which is not required in the system can be deleted using the Delete icon present in the Create/Edit Fixed Deal UI, based on user privileges.

Proof of Performance

Manage Terms

The Terms Definition section is used to define proof of performance terms for a given fixed deal. These terms are defined by the deal partner that offers the deal.

Add a Fixed Deal Terms Definition

To add fixed deal terms definition:

1. From the Tasks menu, select Deals > Create Fixed Deal . The Fixed Deal page appears.

2. Click Proof of Performance .

The Proof of Performance page appears which includes the Terms Definition and Fulfillment sections.

3. From the Actions menu, click Add or click the Add icon . The Add Terms pop-up appears.

¢

The Edit Terms pop-up appears.

3. Edit the enabled fields as necessary.

4. Click OK to save the changes.

Delete a Fixed Deal Proof of Performance Terms Definition

To delete proof of performance terms definition:

1. Select the proof of performance you want to delete.

2. From the Actions menu, click Delete or click the Delete icon

• .

You are prompted to delete the proof of performance term.

3. Click Yes to confirm deletion.

4. Click Cancel to retain the record.

Manage Fulfillment

The Fixed Deal Fulfillment section is used to record or view proof of performance term fulfillment for a fixed deal.

Recording the fulfillment of these terms is a manual process and no fulfillment is calculated from other merchandising transactions.

An example: A supplier may define a proof of performance stating: “In order to qualify for the deal, the retailer needs to promote the item by displaying it on an end cap for 28 days.” You may want to enter the start and end dates of the display period and/or promotion as a proof of performance fulfillment requirement.

Add a Fixed Deal Proof of Performance Fulfillment

To add fixed deal proof of performance fulfillment:

1. From the Tasks menu, select Deals > Create Fixed Deal . The Fixed Deal page appears.

2. Click Proof of Performance .

The Proof of Performance page appears which includes the Terms Definition and Fulfillment sections.

3. Note

You can add fulfillment only if you add terms definition.

4. From the Actions menu, click Add or click the Add icon

• .

The Add Fulfillment pop-up appears.

For more information about the Personalized Saved Search, see Personalize Saved Search in the Oracle® Retail Merchandising Foundation Cloud Service Do the Basics User Guide (Classic View) .

3. Click Search . The fixed deals that match the search criteria are displayed in the Results section.

4. Click Reset to clear the search section and results.

5. Click Save As… to save the current search criteria. The Create Saved Search pop-up appears.

• For more information about how to save your search criteria, see Create Saved Searchhttp://www.oracle.com/pls/topic/lookup?ctx=F11448-01&id=CIHGHHDEin the Oracle® Retail Merchandising Foundation Cloud Service Do the Basics User Guide (Classic View) .

6. Click Done to close the pop-up.

Search a Fixed Deal Through the Advanced Search Criteria

To search a fixed deal through the advanced search criteria:

1. To search using advanced search criteria, enter or select one or all of the advanced search criteria.

2. To narrow down the search, use the list next to the search fields. For example, determine if the entered value should equal or not equal the search result.

3. Click on the Saved Search list to select one of the saved search criteria. Selecting a saved search populates the search section with the saved search criteria. If the run automatically function is enabled for the search, the search is executed immediately.

• You can also personalize your saved searches by selecting Personalize . The Personalize Saved Searches page appears.

For more information about the Personalized Saved Search, see Personalize Saved Search in the Oracle® Retail Merchandising Foundation Cloud Service Do the Basics User Guide (Classic View) .

4. Click Search . The fixed deals that match the search criteria are displayed in the Results section.

5. Click Reset to clear the search section and results.

6. Click Save As… to save the current search criteria. The Create Saved Search pop-up appears.

For more information about how to save your search criteria, see Create Saved Search Oracle® Retail Merchandising Foundation Cloud Service Do the Basics User Guide (Classic View) in the Oracle® Retail Merchandising Foundation Cloud Service Do the Basics User Guide (Classic View) .

7. Click Add Fields to add more fields for the advanced search. To remove the field from the search, click the x right next to the field.

8. Click Reorder to change the order of the available search fields. The Reorder Search Fields pop-up appears.

• Select the desired search field and use the up and down arrows to rearrange the order of the fields.

• Click OK to confirm the new order of the fields and close the pop-up.

• Click Cancel to reject any changes and close the pop-up.

9. Click Done to close the page.

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In this guide

• Guide: Deals and Cost Change User Guide
• Previous: Download Cost Changes from a Spreadsheet