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2 Organizational Hierarchy (Classic View)

The organizational hierarchy allows you to create the relationships that are necessary in order to support the operational structure of a company. You can create a preferred organizational structure to support consolidated reporting at various levels of the company. Also, you can assign responsibility for any level of the hierarchy to a person or persons in order to satisfy internal reporting requirements.

The following are the levels of the organizational hierarchy in Merchandising:

Company: The highest default organizational and merchandise hierarchy level defined in Merchandising. Only one company can be defined.

Chain: The first level below the company level in the organizational hierarchy. The definition of a chain is based on the needs of the company, but a chain can be used to group various store formats, concepts, and geographical locations within the organization.

Area: The second level below the company level in the organizational hierarchy. The definition of an area is based on the needs of the company, but an area is used typically to define a geographical group within the organization. An area can belong to only one chain.

Region: The third level below the company level in the organizational hierarchy. The definition of a region is based on the needs of the company, but a region can be used to group geographical locations within the organization. A region can belong to only one area.

District: The fourth level below the company level in the organizational hierarchy. The definition of a district is based on the needs of the company, but a district is used typically to group geographical locations within the organization. A district can belong to only one region.

Store: The fifth and lowest level of the organizational hierarchy. A store, which is associated with a single district, can represent a physical selling location, a virtual selling location (e.g. e- commerce site), or a customer (e.g. franchisee) location.

Warehouse: Considered the bottom of the organizational hierarchy, but unlike stores, it does not roll up under a specific level of the hierarchy, as it can source many store, districts, areas, and so on. Warehouses can be physical or virtual. Physical warehouses are meant to represent the physical building, whereas virtual warehouses are where inventory is held. One or more virtual warehouses can exist in one physical warehouse.

The Organizational Hierarchy page allows you to create, edit and view the organizational hierarchy of the company.

To access the Organizational Hierarchy page from the Task menu, select Foundation Data > Location Foundation > Organizational Hierarchy .

If the next level has been created, the Detail icon is displayed. Use the icon to maintain or view the details of the next level.

If the next level has not been created, the Create icon is displayed. Use the icon to create the next level.

This column is not available for stores and warehouses.

Manage Company

Company is the highest level of the organization and merchandise hierarchies defined in Merchandising. Only one company can be defined in the Merchandising and is initially setup in the installation process. Since the company is required, and only one company is allowed, the upload/download process only allows the company to be updated; you cannot add or delete a company. However, the company information can be referenced in multiple languages, so you can add, update, or remove translations of the company information through the upload/ download process. This functionality is accessed from the main Merchandising task list under Foundation Data > Download Foundation Data and Foundation Data > Upload Foundation Data.

To update the company, select the template type of Foundation from the Download Data screen and then the template Company. Click the Download button and when prompted, choose to either open the .ods file that is generated or save the file and open it separately in the spreadsheet application of your choice.

Updating a Company

To update a company, select the action type of Update on the populated row on the Company tab. Next, update the column you wish to change. Note that the Company column cannot be changed, but any of the other columns can be updated. Any of the entries on the company translations tab can also be updated in a similar manner. This facilitates the ability to translate the company information into multiple languages.

Adding a Company Translation

Although only a single company is allowed, the system does support translation of the company information in multiple languages. If you would like to add a company translation, then a similar process will be followed to that described above for updating the company. First, download the spreadsheet, then select the Create action from the dropdown on a blank row of the Company Translations tab. Next, select the language you wish to add from the dropdown in the language column. Enter the Company ID matching the Company ID from the Company tab, and then enter the translated company information in the remaining columns.

Removing a Company Translation

A company translation can be removed from the Merchandising system. If you would like to remove a company translation, then a similar process will be followed to that describe above for updating the company. First, download the spreadsheet, then select the Delete action on the row you which to delete on the Company Translations tab.

Uploading Changes

For all actions defined above, once all the updates have been made to the data in the spreadsheet, save the file and close it. Then, return to the Merchandising screens and select Foundation Data > Upload Foundation Data from the main task list. In this screen, you will again select the template type Foundation and the template Company. This will generate a process description automatically, but this can be updated if desired. Lastly, select the Browse button and navigate to the directory where you saved the updated spreadsheet.

¥ @ Save SaveandClose Cancel

Manage Stores (Classic View)

Editing Stores

To edit a store, follow the steps below.

1. From the Tasks menu, select Foundation Data > Location Foundation > Organizational Hierarchy. The Organizational Hierarchy page appears.

2. Select the Store button. The available regions are displayed in the table.

3. Select a record in the table.

4. Then click the store ID link, or select Actions > Edit , or use the Edit icon. The Store page appears.

5. Edit the fields, if necessary. For more information about the available fields in the Store page, see the Store Page section.

Note

You cannot edit the Company Store ID , Currency , Org Unit and Transfer Entry . Additionally you cannot select or deselect the Stockholding checkbox in edit mode.

Store Page

The Store page allows you to create, edit, delete, and view a store in the organizational hierarchy. The store is the lowest level of the organizational hierarchy. The store may be defined as the selling entity. The store is crucial because it is the level at which business transactions are processed. A store can belong to only one district within the organizational hierarchy.

You can navigate to other pages in order to set up attributes, the square area of the store’s departments, location traits, associations with competitors’ stores, activity and delivery schedules, and geocodes.

Table 2-2 (Cont.) Store Page - Fields and Description

Fields	Description
Language	Enter, select or search for the language code for the store. This field is a required field.
Time Zone	Enter, select or search for the time zone of the store. This field is a required field.
VAT Region	Enter, select or search for the VAT region code for the store. This field is a required field.
Org Unit	Enter, select or search for the organizational unit ID. This field is available if Oracle Financials is integrated. This field is a required field, if available.
Transfer Entity	Enter, select or search for the transfer entity ID. This field is a required field.
Default Warehouse	Enter, select or search for the default warehouse of the store. This field is only enabled, if you have specified a channel ID. For Franchise stores, this field is a required field.
Sister Store	Enter, select or search for the store number. This field is used to copy the store’s history when defining allocations for new stores.
DUNS Number	Enter the Dun & Bradstreet Data Universal Numbering System (DUNS) number. The DUNS number is a nine digit code that identifies your store.
DUNS Location Number	Enter the DUNS location number. The DUNS location number is a four digit code that identifies the locations of your store. This field is only enabled, if you have entered the DUNS number for your store.
Tax ID	Enter the Tax Identification number to be associated with the store.
Store Class	The Store Class field is enabled, if you selected the store type Company. The Store Class field is defaulted to Class X and disabled if you selected the store type Franchise. Select the Store Class from the list. A store is grouped under the class based on the sale or the location.
Store Open Date	Enter the date when the store opens or use the Calendar icon to select a date. This field is a required field.
Start Order Days	Enter the number of days before the store opens to start ordering merchandise.
Store Close Date	Enter the date when the store closes or use the Calendar icon to select a date.
Stop Order Days	Enter the number of days before the store closes to stop ordering merchandise.
Unique Transaction No. by	Select the store or register for the Unique Transaction Number By from the list. This field indicates if the transaction number in the store is generated uniquely across store or at each register. This field is a required field.

Table 2-2 (Cont.) Store Page - Fields and Description

Fields Manager	Description Enter the name of the store manager.
Phone Number	Enter the phone number.
Fax Number	Enter the fax number.
Email Address	Enter the email address.
Mall Name	Enter the mall name, if necessary.
Total Area	Enter the total space of the store.
Selling Area	Enter the selling space available at the store.
Linear Distance	Enter the shelving space available at the store.
Acquired Date	Enter the date when the store has been acquired or use the Calendar icon to select a date.
Remodel Date	Enter the date when the store has been remodeled or use the Calendar icon to select a date.
Integrated Sales	TheIntegrated Salescheckbox is selected by default. You cannot load the sales for that store in ReSa, if the Integrated Sales option is not selected.
Stockholding	If the store is intended to be stockholding, this option must be selected. The Stockholding option is selected by default.
Remerchandising	Select theRemerchandisingcheckbox, if the store is undergoing a significant remerchandising effort as an indicator to Advanced Inventory Planning (AIP) application.
Customer Order Location	This option is available if the store type is Company and also for stock holding Franchise Stores. If the option is enabled, the store can be used to source or fulfill customer orders.
Customer	Only enabled, if the store type Franchise has been selected. Enter, select or search for the customer the franchise store belongs to.
Customer Shipping	This option allows the retailer to specify if the location supports shipping to the customer for customer orders. The Customer Shipping option is unselected by default.
Gift Wrapping	This option allows the retailer to specify if the location supports gift wrapping. The Gift Wrapping option is unselected by default.

Adding Hours to a Store

The Store Hours dialog allows retailers to capture and manager store operation timings.

1. In the Store page, click the Store Hours icon. The Edit Store Hours dialog appears.

3. In the Store column, click the store ID link, or mark a record and select Actions > Edit , or use the Edit icon. The Store page appears.

4. In the Store page, select More Actions > Location Traits . The Store Location Traits page appears.

5. Then select Actions > Add or use the Add icon. The Add Location Trait page appears.

6. In the Location Trait page. Enter, select or search for the desired location trait ID.

7. Then choose one of the following options.

Click OK to add the location trait and close the page.
Click OK and Add Another to save the current record and add additional entries.
Click Cancel to reject all entries and close the page.

Create Warehouses

To create a warehouse, follow the steps listed below.

1. From the Tasks menu, select Foundation Data > Location Foundation > Organizational Hierarchy . The Organizational Hierarchy page appears.

2. Select the Warehouse button. All available warehouses are displayed in the table.

3. In the table, select Actions > Create . The Warehouse page appears.

4. Enter all the necessary information. For more information about the available fields in the Warehouse page, see the Warehouse Page section.

Warehouse Page

The Warehouse page allows you to create, edit, delete, and view a warehouse. The warehouse is the entity within Merchandising that defines the physical storage, cross-dock, or distribution facility in an organization. The warehouse has all of the transaction capability of the store, except for sales and price changes. You can specify at which organizational level a warehouse is reported.

You also have the option to designate a warehouse as a redistribution warehouse. A redistribution warehouse does not actually hold stock and cannot be used as a distribution center. With the existence of a redistribution warehouse, you can create purchase orders before the distribution center is known. Orders must be redistributed to actual warehouses or stores when the locations become known and before the merchandise is shipped.

You can access additional pages in order to set up attributes, activity schedules, and delivery schedules.

@ ex Address Virtual Warehouses More Actions » © SaveandClose Cancel

Table 2-3 (Cont.) Warehouse Page - Fields and Description

Fields	Description
DUNS Number	Enter the Dun & Bradstreet Data Universal Numbering System (DUNS) number. The DUNS number is a nine digit code that identifies your store.
DUNS Location	Enter the DUNS location number. The DUNS location number is a four digit code that identifies the locations of your store. This field is only enabled, if have entered the DUNS number for your store.
Tax ID	Enter the Tax Identification number to be associated with the warehouse.
Zoning Location section:
This section is only available,	when you create a new warehouse
Cost Location	Select a cost location type from the list. The location ID field enables, enter, select or search for the location.

Add Virtual Warehouses

To add a virtual warehouse to a physical warehouse, follow the steps below.

1. From the Tasks menu select Foundation Data > Location Foundation > Organizational Hierarchy . The Organizational Hierarchy page appears.

2. Select the Warehouse button. The available warehouses are displayed in the table.

3. Select a record in the table.

4. Then, select Actions > Edit or use the Edit icon. The Warehouse page appears.

5. Click the Virtual Warehouses button. The Virtual Warehouses page appears.

6. Select Actions > Add or use the Add icon. The Add Virtual Warehouse page appears.

Note

If you select Regular Warehouse as the Org Entity Type, the Stock Holding checkbox is selected and disabled. You cannot deselect this checkbox.

m. Select the Finisher checkbox to indicate that the warehouse is a finisher location.
n. Select the Customer Order Location checkbox to indicate that the warehouse is a location where the customer places orders.
o. Select the Customer Shipping checkbox to specify if the warehouse supports shipping to the customer for customer orders.
p. Select the Gift Wrapping checkbox to specify if the warehouse supports gift wrapping.
q. Select the Protected checkbox to indicate that the warehouse is affected last in transactions where inventory is removed or affected first in short-shipment type transactions where inventory is being added.
r. Select the Restricted checkbox to indicate that the virtual warehouses is restricted from receiving stock during an inbound transaction.
s. Select the Forecast checkbox to indicate that the warehouse should be included in forecast calculations.
t. Select the Replenishment checkbox to indicate that the virtual warehouse is included in the net inventory calculations for the replenish able warehouse.
u. In the Warehouse Link field, enter, select or search for the corresponding link.
v. Then select one of the following options.
- Click OK to add the current warehouse and close the page.
- Click OK and Add Another to add the current warehouse and add additional warehouses.
- Click Cancel to reject all entries and close the page.

Virtual Warehouses Page

The Virtual Warehouse page allows you to divide a physical warehouse into one or more virtual warehouses. Virtual warehouses are used in a multi-channel environment to track ownership of inventory by channel. You associate each virtual warehouse with a channel. If the virtual warehouse contains a finishing location, you can indicate an additional virtual warehouse within the channel.

Virtual warehouses are considered stockholding locations, while the physical warehouse is considered a non-stockholding location.

Note

This field is disabled, if you select Eaches as a storage cost measure.

d. In the Weekly Cost of Storage field, enter the weekly cost of storage value.
e. In the Outside Storage Cost Measure field, select an outside cost measure from the list. The Outside Storage Cost UOM field enables.
f. In the Outside Storage Cost UOM field, enter, select or search for the unit of measure.
g. In the Weekly Cost of Outside Storage field, enter the weekly cost of outside storage value.
h. In the Storage Type field, select the type from the list. This field is a required field.
i. In the Maximum Weeks of Supply field, enter the number of weeks. This field is a required field.
j. In the Target ROI field, enter the target ROI (Return of Investment). This field is a required field.
k. In the Cost of Money field, enter the cost.
l. Then choose one of the following options.
- Click OK to save the current parameter and close the page.
- Click OK and Add Another to save the current parameter and add additional entries.
- Click Default to save the current parameter and set it as the default value.
- Click Cancel to reject all entries and close the page.

Editing Warehouse Department Parameters

To edit warehouse department parameters, follow the steps below.

1. From the Tasks menu select Foundation Data > Location Foundation > Organizational Hierarchy . The Organizational Hierarchy page appears.

2. Select the Warehouse button. The available warehouses are displayed in the table.

3. Select a record in the table.

4. Select Actions > Edit or use the Edit icon. The Warehouse page appears.

5. Click the Virtual Warehouses button. The Virtual Warehouses page appears.

6. Select More Actions > Warehouse Department Parameters . The Warehouse Department Parameters page appears.

1. Select a record in the table.

2. Select Actions > Edit or use the Edit icon. The Edit Warehouse Department Parameter page appears. The parameters of the selected record are shown.

a. Edit the values, if necessary.
b. Then choose one of the following options.
- Click OK to save your changes and close the page.
- Click Default to save the current parameter and set it as default value.

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

Table 2-4 Location List Search - Basic Search Criteria and Description

Fields	Description
Matchoption	Check radio button All or Any. All - only location lists matching all entered search criteria are shown. Any - location lists matching any of the entered search criteria are shown.
Location List	Enter the location list ID.
Description	Enter a location list description.
Type	Select the location list type, Static or Dynamic, from the list.
Created Date	Enter the create date of the location list or use the Calendar icon to select a date.
Store	Enter, select or search for the store ID.
Store Name	Enter the store name.
Warehouse	Enter, select or search for the Warehouse ID.
Warehouse Name	Enter the name of warehouse.

2. Click 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 Personalized Saved Searches page appears.

For more information about the Personalized Saved Search, see Personalize Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide .

3. Click Search . The location lists 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 page appears.

For more information about how to save your search criteria, see Create Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide .

6. Click Done to close the page.

Searching for a Location List Through Advanced Search Criteria

To search for a location list by using advanced search criteria:

1. To search by 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 be equal or not equal to the search result.

3. Click 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 Personalized Saved Searches page appears.

For more information about the Personalized Saved Search, see Personalize Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide .

4. Click Search . The location lists 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 page appears.

For more information about how to save your search criteria, see Create Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide .

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 page 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 page.
Click Cancel to reject any changes and close the page.

9. Click Done to close the page.

Results

The Results section lists the retrieved location lists. The Results table shows the following columns by default.

Location List
Description
Type
Created and Last Rebuild Date
Total Locations

Creating Location Lists from Existing

To create a location list from an existing location list, follow the steps below.

1. From the Tasks menu, select Foundation Data > Location Foundation > Manage Location Lists . The Manage Location List page appears.

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

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

4. Select a record in the Results section.

5. Then select Actions > Create from Existing , or use the Create from Existing icon. The Location List page appears. The data of the existing location list is displayed.

6. Change the fields, if necessary.

For more information about the available fields in the Location List page, see the Location List Page section.

7. Then choose one of the following options.

Click Save to save the new location list.
Click Save and Close to save the new location list and close the page.
Click Cancel to reject all entries and close the page.

Editing Location Lists

To edit a location list, follow the steps below.

1. From the Tasks menu, select Foundation Data > Location Foundation > Manage Location Lists . The Manage Location List page appears.

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

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

4. Select a record in the Results section.

5. Then select Actions > Edit , or use the Edit icon. The Location List page appears. The data of the selected location list is displayed.

6. Change the fields, if necessary.

For more information about the available fields in the Location List page, see the Location List Page section.

7. Then choose one of the following options.

Click Save to save your changes.
Click Save and Close to save your changes and close the page.
Click Cancel to reject all entries and close the page.

Creating Location Lists

To create a location list, follow the steps below.

You can enter the Create Location List page in different ways.

From the Tasks menu, select Foundation Data > Location Foundation > Create Location List . The Create Location List page appears.
From the Tasks menu, select Foundation Data > Location Foundation > Manage Location Lists . Search for location lists. Then select Actions > Create or use the Create icon. The Create Location List page appears.

1. Enter the data, as necessary.

For more information about the available fields in the Location List page, see the Location List Page section.

Location List Page

The Location List page allows you to create, edit, or view basic information about a location list. You can indicate whether the location list is static or dynamic. Dynamic lists can be rebuilt on demand. You can indicate whether a dynamic location list can also be rebuilt by a scheduled batch program. The ID of the user who created the location list and the date on

Static Private Batch Rebuild Total Locations 12 Created 9/3/16 | rm External Ref. No.

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1. Go to the Location Type field, in the top right corner of the page. Select a location type.

2. Then select Actions > Add or use the Add icon. The Add Criteria page appears.

a. In the Element field, select an element from the list.

Note

If the Element is Cost Zone or Store Grade, you can specify which group (cost zone group or store grade group) the zone or grade is a member of.

b. In the Comparison field, select a sign from the list.
c. In the Value field, enter a value.
d. In the Logic Operation field, select an option from the list.
e. In the Related Value field, enter, select or search for the value.
f. Then choose one of the following options.
- Click OK to add your entries and close the Add Criteria page.
- Click OK and Add Another to add additional entries.
- Click Cancel to reject all entries and close the Add Criteria page.

3. Click the Test SQL button to test, if the entered criteria is valid.

Note

If the location list criteria is not valid, a message is displayed.

4. Click Build List to rebuild the location list.

5. Then choose one of the following options.

Click Save to save your entries.
Click Save and Close to save your entries and close the page.
Click Cancel to reject all entries and close the page.

Editing Location List Criteria

To edit location list criteria, follow the steps below.

1. Select a record in the table.

2. Then select Actions > Edit or use the Edit icon. The Edit Criteria page appears.

a. Edit the fields, as necessary.
b. Then choose one of the following options.
- Click OK to save your changes and close the Edit Criteria page.
- Click Cancel to reject all entries and close the Edit Criteria page.

3. Click the Test SQL button to test, if the entered criteria is valid.

The Changing Cost Zones page contains the following fields.

Table 2-6 Cost Zones - Fields and Description

Fields	Description
Location List	This field displays the location list number and description.
Zone Group	Enter, select or search for the current zone group. This field is a required field.
New Zone	Enter, select or search for the new cost zone.
	This field is a required field.

Mass Update Cost Zones

To update the cost zone for all stores and warehouses on a location list, follow the steps listed below.

1. From the Tasks menu, select Foundation Data > Location Foundation > Manage Location Lists . The Location List Search page appears.

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

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

4. Select a record in the Results table.

5. Then select Actions > Mass Update > Create Cost Zone Change . The Change Cost Zones page appears.

6. In the Zone Group field, enter, select or search for the group.

7. In the New Zone field, enter, select or search for the new cost zone.

8. Then choose one of the following options.

Click Save to save the new cost zone.
Click Save and Close to a save the new cost zone and close the page.
Click Cancel to reject all entries and close the page.

Changing Location Traits

In the Change Location Traits page you can update location traits for a specific location list.

Cost Zone Groups

The Cost Zone Groups section allows you to add, delete, or view cost zone groups. A cost zone group is a grouping mechanism that allows you to categorize stores into zones based on a costing strategy. This grouping mechanism is available only when you are tracking Estimate Landed Costs (ELC).

The table displays the zone group, cost level and description by default.

Description

You can edit the Description column directly in the table.

Cost Zones

The Cost Zones section allows you to add, delete, and view the cost zones for a selected cost zone group.

The table displays the zone ID, description, locations, currency and base cost checkbox by default.

Description

You can edit the Description column directly in the table.

Base Cost

Select the Base Cost checkbox, to indicate that the price for the item is based on the price of the item in the zone.

Cost Zone Locations

The Cost Zone Locations section allows you to add, edit, delete, or view locations in the cost zone. In edit mode, you may add locations to a cost zone or move locations to a different cost zone.

Locations cannot be edited for any cost zone group at the location level because the location is a cost zone group.

The table displays the location type, ID and location name as well as the primary discharge port and port description by default.

Primary Discharge Port

You can edit the primary discharge port for a location directly in the table.

Maintaining Cost Zones

To maintain Cost Zones, follow the steps below.

1. From the Tasks menu, select Foundation Data > Location Foundation > Cost Zones . The Cost Zones page appears.

2. Update the cost zones, as necessary.

Adding Cost Zone Groups

To add cost zone groups, follow the steps listed below.

Other Location Foundation Data

In addition to the organization hierarchy, location lists and cost zone there are few other foundational data components related to locations that can be set up in Merchandising. These are mostly used for classification of locations to into various groups for operation efficiency.

Banners and Channels – Channels in retail are basically different touch points from where the sales happen to customers. Examples include brick and mortar, kiosk, and web store. Banners are groupings of channels that can be used to distinguish one line of business from another.
Cost Components – Cost components are various types of costs that can be used to build total landed cost of an item in international trade. They can also be used to define upcharges that are applied when items are transferred between locations or used for building up franchise costing.
Location Traits – Location traits are user defined classification characteristics that can be associated with a store.
Outside Locations – Used in international trade processing, which requires the definition of locations that are outside retailer’s business but required for business process, such as lading and discharge ports, clearing zones, and bill-to locations.
Store Formats – Store formats are another optional way of classifying and grouping stores based on common characteristics.
Store Grades – Store grades are used for store clustering. Each store grade can be associated with a buyer and used to support distributing items on purchase orders, reporting, or mass maintenance.
Transfer Zones – Transfer zones are used to group stores to restrict transfers of merchandise only within a zone to optimize transportation costs.

Banners and Channels

Channels are a method of grouping like locations based on business they serve. Examples include Brick and Mortar, Kiosk, and Web Store. Channels can be added to a store or virtual warehouse as an attribute. Banners are groupings of channels that can be used to distinguish one line of business from another. Banners and Channels are maintained through the upload/ download process. This functionality is accessed from the main Merchandising task list under Foundation Data > Download Foundation Data and Foundation Data > Upload Foundation Data.

To add, update, or remove banners or channels, select the template type of Foundation from the Download Data screen and then the template Banners and Channels. Click the Download button and when prompted, choose to either open the .ods file that is generated or save the file and open it separately in the spreadsheet application of your choice.

To add a banner, select the action type of Create on an empty row of the Banners tab. Next, enter a unique number up to 4 digits in length for the Banner ID, and the description of the banner in the primary language (as defined in the Merchandising system options) of up to 120 characters. To add a channel, select the action type of Create on an empty row of the Channels tab. Next, enter a unique number up to 4 digits in length for the channel ID, along with the banner ID, channel type and a description for the channel in the primary language (as defined in the Merchandising system options) of up to 120 characters. The channel type can be selected from a dropdown which is maintained under code ‘CHTY’ in the Codes table. To

modify the valid channel types, you can update the descriptions or add new values by accessing the Codes and Descriptions template (see Download/Upload Data from Spreadsheets). Adding a banner translation or channel translation can be done in a similar manner on the Banner Translations tab or Channel Translations tab, respectively. This facilitates the ability to translate the banner description or channel description in multiple languages.

If you would like to update any details for banners and channels, a similar process will be followed as that described above for creating new. 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:

Banner – Description
Banner Translations – Description
Channel – Banner, Channel Type, Description
Channel Translations – Description

In the tab where you are going to make your updates, select the action type of Update, and then correct the value in the spreadsheet.

If you wish to remove a banner, select the Delete action on the row of the banner you which to delete on the Banners tab. Removing a banner translation, a channel, or a channel translation can be done in a similar manner on their respective tabs. Deleting a channel is not allowed if it is still associated with a store or virtual warehouse. In addition, all channels associated with a banner must be deleted before the banner can be deleted.

Uploading Changes

For all actions defined above, once all the updates have been made to the data in the spreadsheet, save the file and close it. Then, return to the Merchandising screens and select Foundation Data > Upload Foundation Data from the main task list. In this screen, you’ll again select the template type Foundation and the template Banners and Channels. This will generate a process description automatically, but this can be updated if desired. Lastly, select the Browse button and navigate to the directory where you saved the updated spreadsheet.

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.

See also Download/Upload Data from Spreadsheets and View Data Loading Status.

Cost Components

Cost components are various types of costs that can be used to build total landed cost of an item in domestic and international trade. They can also be used to define upcharges that are applied when items are transferred between locations or used for building up franchise costing. Cost components are created, maintained or deleted in Merchandising through spreadsheet upload and download processes. Updates can be made to take effect immediately or can be scheduled to go into effect on a specific date. These processes are accessed through the main Merchandising tasks list under Foundation Data > Download Foundation Data and Foundation Data > Upload Foundation Data.

To add or update cost components, you will select the template type of Foundation from the Download Data screen and then the template Cost Components. Click the Download button and when prompted, choose to either open the .ods file that is generated or save the file and open it separately in the spreadsheet application of your choice. Once opened, there will be three sheets that can be modified - Cost Components, Cost Component Translations and Component Rate Updates.

Add a Cost Component

To add a new cost component, start in the Cost Components tab, and, in a blank line in the template, select the action type of Create. Next enter a new Component ID (up to 10 characters) and Component Description in the primary language (as defined in the Merchandising system options) of up to 250 characters. Next, specify the Component Type which can be Assessment, Expense, or Up Charge.

Assessments

For assessments, if the charge is a fee or tax, specify the assessment type. Valid assessment types are fee types or tax types associated with one or more HTS definitions. Fee types and tax types can be found in the HTS Fees and HTS Taxes tabs of the HTS Definition template (which can be downloaded from the Import template type). Next, specify the Import Country for which the charge will be assessed. Next, if the assessment is calculated as a percentage of a calculated value, enter the Computation Value Base (CVB) that will be used as the basis for the calculation. Value based assessment components without a computation value base will be calculated as a percentage of the item’s order cost. For more information on CVBs, see Computation Value Bases.

Next, specify the Calculation Basis. Calculation basis indicates whether the assessment is calculated on a per-unit (Specific) or ad valorem (Value) basis. Then, enter the Component Rate, which is the rate to be charged against the calculation base. Enter a percentage value if the calculation basis is Value, else a monetary amount if the calculation basis is Specific. Next, enter the Computation Level, which determines the calculation order, and the Display Order. If one or more assessments have same computation level then they will be calculated in the order they appear in the table. Next, specify the Always Default value and the Component Currency. Every assessment for a given import country must have the same currency. Assessments with Always Default set to Y will default to the item along with the duty related assessments when HTS codes are added. Then, enter the Component Per Count and Component Per Count UOM. Specification of per count and per count unit of measure is mandatory if calculation basis is Specific and must be left blank for calculation basis of Value.

Finally, select +, -, or N/A for the nomination flags. These flags indicate whether or not the value of the component should be added to or subtracted from the associated CVB. For more information on nomination flags, see Computation Value Bases. Any other columns not mentioned above are not relevant for assessments. For more details see the RTM Whitepaper.

Expenses

For expenses, enter a value of Country or Zone in the Expense Type column. Country expenses are those incurred when moving goods from the country of sourcing to the import country. Zone level expenses are those incurred when moving goods from the discharge port to the final destination. Next, if the expense is calculated as a percentage of a calculated value, enter the Computation Value Base (CVB) that will be used as the basis for the calculation. Value based expense components without a computation value base will be calculated as a percentage of the expense’s order cost basis. For more information on CVBs, see Computation Value Bases.

values are Supplier or Order. If the cost basis is supplier then when calculating the expense, the item’s supplier cost will be used. If the cost basis is order, then the cost of the item on the order will be used to calculate the expense. Next, enter the Expense Category, if applicable. The valid values for expense category can be selected from a dropdown which is maintained under the code type EXPC. To modify the valid categories, you can update the descriptions or add new values by accessing the Codes and Descriptions template.

Then, enter the Component Rate, which is the rate to be charged against the calculation base. Enter a percentage value if the calculation basis is Value, else a monetary amount if the calculation basis is Specific. Next, enter the Computation Level, which determines component calculation order. If one or more components have same computation level then they will be calculated in the order they appear in the table. Then, enter the Display Order of the component and a value for Always Default. Expenses with Always Default set to Y will default to the items along with the expense profile records if the always default component wasn’t already added to the item/supplier/discharge port/zone or item/supplier/country/lading port/ discharge port combination. Also, when a user manually adds a shipping route (discharge port/ zone or lading port/discharge port) to an item/supplier or item/supplier/country, all expenses (of the matching expense type) with Always Default set to Y will default. Next, enter the Component Currency, Component Per Count, and Component Per Count UOM in which the component per count is specified. Specification of per count and per count unit of measure is mandatory if calculation basis is Specific and must be left blank for calculation basis of Value.

Up Charges

For up charges, enter the Up Charge Type and Up Charge Group. Valid values for up charge type are Expense or Profit. Expense up charges are charges incurred by the sending location when transferring goods to the receiving location, like Freight or Insurance. Profit up charges are used when the sending location is trying to become a profit center, for examples storage fees and processing fees. Up charge group is used for grouping up charges together. The valid up charge groups can be selected from a dropdown which is maintained under the code type UCHG. To modify the valid up charge groups, you can update the descriptions or add new values by accessing the Codes and Descriptions template (see Download/Upload Data from Spreadsheets).

Next, specify the Calculation Basis, which indicates whether the up charge is calculated on a per-unit (Specific) or ad valorem (Value) basis. If the Calculation Basis is selected as Value and if the Computation Value Basis is not specified, then a cost basis value should be selected from one of Supplier Cost, Off Invoice Net Cost and WAC/Acquisition Cost. In the WAC/ Acquisition cost setting, the weighted average cost (WAC) would apply to upcharges for company stores, while acquisition cost would apply to upcharges for franchise stores. For upcharges with a Calculation basis of Value, if a Cost basis isn’t specified a valid upcharge Computation Value Basis (CVB) should be specified. For more detail on CVBs, see Computation Value Bases.

Then, enter the Component Rate, which is the rate to be charged against the cost basis. This rate can be added as a positive or negative value.. Enter a percentage value if the calculation basis is Value, else a monetary amount if the calculation basis is Specific. Next, for CVB based upcharges, enter the Computation Level which specifies the order in which the upcharges need to be computed. Also specify the ‘Include in Total Charges’ flag which indicates if the upcharge component is to be included in the total upcharge or if it serves only as an interim calculation basis for another upcharge. Next, enter the Display Order which determines the order in which the up charge will display in the Department and Item Up Charges screens. Finally, enter the Component Currency, Component Per Count, and Component Per Count

UOM. Specification of per count and per count unit of measure is mandatory if calculation basis is Specific; and should be left blank for a calculation basis of Value. Any other columns not mentioned above are not relevant for up charges.

Add Component Translations

If you wish to add translations for the cost component description in languages other than the primary language, this can be done in the Cost Component Translations tab. Navigate to a blank row and select the action type of Create and the language in which the translated description will be entered. Then, enter the component ID for which the translation applies. Finally, enter the translated description. The translated description can also be up to 250 characters long. This is an optional step.

Add a Component Rate Update

To add a component rate update for an existing cost component, start in the Component Rate Updates tab, and, in a blank line in the template, select the action type of Create. Next enter an existing component and type. Next, you may specify the expense type if component type is expense. Next, enter the new values for component rate, per count, per count UOM and component currency, as applicable. Next, enter the effective date from when the new values will be effective in the system. Finally, indicate if you want this rate update to impact existing entities or transactions. For assessments, you can update items and orders. For expenses, you can update items, orders, country profiles, supplier profiles, and partner profiles. For up charges, you can update items, departments, and transfers and allocations.

Update Cost Components or Component Rate Updates

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

In the tab where you are going to make your updates, select the action type of Update, and then correct the value in the spreadsheet.

The following fields in each template can be edited:

Cost Components – Component Description, Assessment Type, Import Country, Up Charge Group, Computation Value Base, Calculation Basis, Cost Basis, Expense Category, Component Rate, Computation Level, Display Order, Always Default, Component Currency, Component Per Count, Component Per Count UOM, Nom Flag 1, In Duty, Nom Flag 3, In Exp, In ALC, Include in Upcharge indicator
Cost Component Translations – Component Description
Component Rate Updates – Component Rate, Per Count, Per Count UOM, Component Currency, Effective Date, New Effective Date, Item, Order, Country, Supplier, Partner, Dept, Trans and Alloc Ind

Deleting a Cost Component or Component Rate Update

If you wish to delete a cost component or component rate update, update the action column to select Delete in each of the tabs where it occurs.

Uploading Changes

description automatically, but this can be updated if desired. Lastly, select the Browse button and navigate to the directory where you saved the updated spreadsheet.

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.

See also Download/Upload Data from Spreadsheets and View Data Loading Status.

Computation Value Bases

Landed cost is the total cost of an item received from a vendor inclusive of the supplier cost and all costs associated with moving the item from the supplier’s warehouse or factory to the final destination (warehouse or store). Estimated Landed Cost (ELC) is the bottom-up cost estimate created by the buying organization and is composed of cost components from the supplier, trading partners, item, origin country, and banks which are brought together during purchase order creation to develop an estimate of costs associated with purchasing a particular item. Cost components are combinations of individual expenses, assessments and the calculations associated with that expense or assessment.

Computation Value Bases (CVBs) describe how expenses, assessments or upcharges are combined to provide a base for the calculation of other expenses, assessments or upcharges. There are two types of CVBs - those with predefined details and those with dynamically determined components.

CVBs can be created and deleted through spreadsheet download and upload processes. These processes are accessed through the main Merchandising task list under Foundation Data > Download Foundation Data and Foundation Data > Upload Foundation Data.

To add or delete CVBs, you will select the template type of Foundation from the Download Data screen and then the template Computation Value Bases (CVBs). Click the Download button and when prompted, choose to either open the .ods file that is generated or save the file and open it separately in the spreadsheet application of your choice. Once opened, there will be five sheets that can be modified – Exp_Assess_CVBs, Exp_Assess_CVB Details, Exp_Assess_CVB Trans, Up_Charge_CVBs and Up_Charge_CVB_Trans.

Note

CVBs and CVB Details cannot be updated after creation, however additional details can be added to or deleted from an existing CVB definition. If you wish to make a change, you can delete a CVB detail and re-add it with the desired change. You can also delete and entire CVB if it is not already in use, and re-add it with the desired details.

CVBs with Predefined Details

The value of CVBs with predefined details is determined by summing the values of the cost components that are added as details as part of the CVB definition.

For example, an expense, Agent Commission, is defined as 2% of the sum of the supplier’s unit cost, freight, and insurance, less buyer’s commission:

 (.02 * (unit cost + freight + insurance - buyer's commission)).

1. Create four simple new expense components:

unit cost (UNCST = 100% with no CVB, when no CVB is used the expense is based on unit cost)
freight (FRGHT = 8% with no CVB)
insurance (INSUR = 2% with no CVB)
buyer’s commission (BUYCOM = 1% with no CVB)

2. Define a CVB called Agent Commission Base (ACBASE). ACBASE will include all of the expenses that the agent’s commission is based on.

Computation Value Base ACBASE is defined as:

Table 2-7

Expense Component	Effect on CVB (Combination Operator)	Value
UNCST	+	10.00
FRGHT	+	0.80
INSUR	+	0.20
BUYCOM	-	0.10

3. Create a fifth new expense for Agent Commission called AGCOM with the computation value base ACBASE attached to it, and with a component rate of 2%.

4. The value of AGCOM for an item with a unit cost of 10.00 will then be calculated as follows:

ACBASE = UNCST + FRGHT + INSUR - BUYCOM
                 = 10.00 + .80 + .20 - .10
                 = 10.90
AGCOM = Component Rate * Computation Value Base (ACBASE)
                  = 2% * 10.90
                     = .22

CVBs with Dynamically Determined Components

For CVBs with dynamically determined components, nomination flags are used to determine which cost components to include in the calculation. The value of this type of CVB is calculated by summing the values of all cost components with the nomination flag set in the same way that the flags are set on the CVB definition. There are five nomination flags; three of the flags are reserved for a specific purpose in the system. The other two flags are open for use in calculations as desired. The labels of all of the nomination flags can be changed by updating the code descriptions found under the Label code type (LABL) via the Codes and Descriptions spreadsheet download and upload processes, however it should be noted that changing the label for the system reserved flags will not change how they are used. For additional information, see the Oracle Retail Merchandising Implementation Guide .

Nom Flag 1 – This is an open flag that can be used as desired. Label code NOMF1.
In Duty – This flag is used to include assessment components in the calculation of Total Duty. Label code NOMF2.
Nom Flag 3 – This is an open flag that can be used as desired. Label code NOMF3.
In Exp – This flag is used to include expense components in the calculation of Total Expenses. Label code NOMF4.
In ALC – This flag is used to directly nominate internal fees into actual landed cost. This is to be utilized for expenses a retailer needs to account for, but for which an external vendor will not send an invoice. Label code NOMF5.

An example will help illustrate the use a CVB with dynamically determined components. Using the same Agent Commission example as above, this example will show how to calculate it using the nominations flags instead of CVB details.

1. Define a CVB called Agent Commission Base (ACBASE). ACBASE will not have any details attached to it; instead, set the first nomination flag, Nom Flag 1, to Yes.

2. Using the Cost Component download/upload template, create four simple new expense components:

Unit cost (UNCST = 100% with no CVB, when no CVB is used the expense is based on unit cost) – Set Nom Flag 1 to +
Freight (FRGHT = 8% with no CVB) – Set Nom Flag 1 to +
Insurance (INSUR = 2% with no CVB) – Set Nom Flag 1 to +
Buyer’s commission (BUYCOM = 1% with no CVB) – Set Nom Flag 1 to -
Agent commission (AGCOM = 2% with the new ACBASE CVB attached) – No nominations flags set

Then, when the five expenses are attached to an item with a unit cost of 10.00 USD, the value of AGCOM will be calculated as follows:

ACBASE = UNCST + FRGHT + INSUR - BUYCOM
                 = 10.00 + .80 + .20 - .10
                 = 10.90
AGCOM = Component Rate * Computation Value Base (ACBASE)
                 = 2% * 10.90
                 = 0.22

If instead the first nomination flag was not set for FRGHT, then value of AGCOM would only be 0.20.

ACBASE = UNCST + INSUR - BUYCOM
                 = 10.00 + .20 - .10
                 = 10.10
AGCOM = Component Rate * Computation Value Base (ACBASE)
                 = 2% * 10.10
                 = 0.20

Add CVBs, CVB Translations and CVB Details for Expenses and Assessments

To add a new CVB, start in the Exp_Assess_CVBs tab, and, in a blank line in the template, select the action type of Create. Next enter a unique computation value base identifier (up to 10 characters), and a description for the CVB in the primary language (as defined in the Merchandising system options) of up to 250 characters. When creating CVBs with dynamically determined components, the desired nomination flag should be set to Yes, with the rest set to No. Only one of the five nomination flags can be set to Yes for each CVB using this approach. When creating CVBs with predefined details, all nomination flags should be set to No.

Next, if you wish to add translations for the CVBs in languages other than the primary language, this can be done in the Exp_Assess_CVB_Trans tab. Navigate to a blank row and select the action type of Create and the language in which the translated description will be entered. Then, enter the computation value base for which the translation applies. Finally, enter the translated description. The translated description can also be up to 250 characters long. This is an optional step.

Lastly, when creating CVBs with predefined details only, the desired details must be added. To do this, move to the Exp_Assess_CVB_Details tab in the spreadsheet. Again, navigate to a blank row in the sheet and select an action type of Create. Enter your new computation value base and then the first cost component to be included. The Combination Operator allows you

to define whether the value of the cost component will be added to (+) or subtracted from (-) the total value of the CVB. Continue this process until all the details for the CVB have been added. If you are adding a new detail to an existing CVB, this same process would apply, just using the existing ID instead.

Add CVBs and CVB Translations for Up Charges

To add a new CVB for up charges, start in the Up_Charge_CVBs tab, and, in a blank line in the template, select the action type of Create. Next enter a unique computation value base identifier (up to 10 characters), and a description for the CVB in the primary language (as defined in the Merchandising system options) of up to 250 characters. Next add the first cost component to be included. The Combination Operator allows you to define whether the value of the cost component will be added to (+) or subtracted from (-) the total value of the CVB. Continue this process until all the details for the CVB have been added. If you are adding a new detail to an existing CVB, this same process would apply, just using the existing ID instead. Next, in order to handle certain tax definitions where the application needs to compare multiple values and then take either the highest or the least of these values, you can make use of the Comparison Operator. This will take a group of up charge components defined at the CVB detail and then compare the values of each of the up charges, taking either the greatest value when the comparison operator is ‘>’, or taking the lowest value when the comparison operator is ‘<’. When the comparison operator is blank (NULL), the value of the CVB will be the sum of the values of each of the up charges defined as CVB details using the CVB detail record’s combination operator to determine if the value needs to be added to or subtracted from the sum.

Next, if you wish to add translations for the CVBs in languages other than the primary language, this can be done in the Up_Charge_CVB_Trans tab. Navigate to a blank row and select the action type of Create and the language in which the translated description will be entered. Then, enter the computation value base for which the translation applies. Finally, enter the translated description. The translated description can also be up to 250 characters long. This is an optional step.

Delete CVBs, CVB Translations or CVB Details

If you would like to delete an existing CVBs or any CVB Details, a similar process will be followed as that described above for creating new CVBs. First, download the spreadsheet, and then navigate to the tab where you would like to mark the desired CVBs or CVB Details for delete. Select the action type of Delete on the desired rows in the spreadsheet.

Note

Only CVBs that have not already been associated with a cost component can be deleted.

Update CVB Translations

If you would like to update any translations for existing CVBs, a similar process will be followed as that described above for deleting CVB Translations. First, download the spreadsheet, and then navigate to the CVB Translations tab for Expenses/Assessment or Upcharges as required.

The following column can be updated:

Exp_Assess_CVB_Trans – Computation Value Base Description
Up_Charge_CVB_Trans-Computation Value Base Description for Up Charges

Select the action type of Update, and then correct the value in the spreadsheet.

Uploading Changes

For all actions defined above, once all the updates have been made to the data in the spreadsheet, save the file and close it. Then, return to the Merchandising screens and select Foundation Data > Upload Foundation Data from the main task list. In this screen, select the template type Foundation and the template Computation Value Bases (CVBs). This will generate a process description automatically, but this can be updated if desired. Lastly, select the Browse button and navigate to the directory where you saved the updated spreadsheet.

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.

See also Download/Upload Data from Spreadsheets and View Data Loading Status.

Location Traits

Location traits are user defined text tags that can be associated with stores. The association of a location trait to a store is done in the Store screen. They can be used to identify common characteristics in locations, which can then be used to support various business functions such as reporting, item ranging and location list creation. Location traits are also used in Sales Audit for assigning auditors to stores. Location traits are maintained through the upload/download process. This functionality is accessed from the main Merchandising task list under Foundation Data > Download Foundation Data and Foundation Data > Upload Foundation Data.

To add, update, or remove location traits, select the template type of Foundation from the Download Data screen and then the template Location Traits. Click the Download button and when prompted, choose to either open the .ods file that is generated or save the file and open it separately in the spreadsheet application of your choice.

Add a Location Trait

To add a new location trait, select the action type of Create on an empty row of the Location Traits tab. Next enter a unique number up to 4 digits in length for the location trait, the filter organization id, and a description for the trait in the primary language (as defined in the Merchandising system options) of up to 120 characters. The filter organization ID is optional, but if used will limit the location trait from being accessed to only those that are associated with the selected organizational ID when data filtering is turned on. The organizational ID that should be entered here will be a chain, area, region, or district, depending on the system option setting of the LOV Filtering Organizational Hierarchy attribute for Location Traits. Adding a location trait translation can be done in a similar manner on the Location Trait Translations tab. This facilitates the ability to translate the location trait description in multiple languages.

Updating a Location Trait

If you would like to update any details for location traits, a similar process will be followed as that described above for creating new. 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:

Location Traits – Description, Filter Organization ID
Location Trait Translations – Trait Description

In the tab where you are going to make your updates, select the action type of Update, and then correct the value in the spreadsheet.

To update a location trait, select the action type of Update on the row you wish to change on the Location Traits tab. Next, update the column you wish to change. Note that the Location Trait column cannot be changed, but any of the other columns can be updated. The entries on the Location Trait Translations tab can be updated in a similar manner.

Removing a Location Trait

If you wish to remove a location trait, select the Delete action on the row of the location trait you which to delete on the Location Traits tab. Removing a location trait translation can be done in a similar manner on the Location Trait Translations tab. Note that removing a location trait is not allowed if it is still in use.

Uploading Changes

For all actions defined above, once all the updates have been made to the data in the spreadsheet, save the file and close it. Then, return to the Merchandising screens and select Foundation Data > Upload Foundation Data from the main task list. In this screen, you’ll again select the template type Foundation and the template Location Trait. This will generate a process description automatically, but this can be updated if desired. Lastly, select the Browse button and navigate to the directory where you saved the updated spreadsheet.

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.

See also Download/Upload Data from Spreadsheets and View Data Loading Status.

Outside Locations

Outside locations are locations used in the import process to define external locations, such as lading and discharge ports, clearing zones, and bill-to locations. Outside Locations are maintained through the upload/download process. This functionality is accessed from the main Merchandising task list under Foundation Data > Download Foundation Data and Foundation Data > Upload Foundation Data.

To add, update, or remove Outside Locations, select the template type of Foundation from the Download Data screen and then the template Outside Locations. Click the Download button and when prompted, choose to either open the .ods file that is generated or save the file and open it separately in the spreadsheet application of your choice.

Add an Outside Location

To add a new outside location, select the action type of Create on an empty row of the Outside Locations tab. Next enter a unique 5 character field for the location field. The description for the outside location must be entered in the primary language (as defined in the Merchandising system options) of up to 150 characters. The secondary name is not required, but is intended to be used to store the Roman lettering for Japanese descriptions of up to 150 characters. The location type is required, and can be selected from a dropdown, which is maintained using the ‘LOCT’ Code type in the Codes table. To modify the valid outside location types, you can update the descriptions or add new values by accessing the Codes and Descriptions template (see Download/Upload Data from Spreadsheets). The country and VAT region are required for all location types. Currency is required for location types: Bill to Location, Discharge Port, and Routing Location. The rest of the address fields are optional including: Address 1, Address 2, City, State, Postal Code, Contact Name, Contact Phone, Contact Fax, Contact Telex, Contact E-mail, and Jurisdiction.

The Primary column is only used when location type is Clearing Zone, otherwise it should be set to No. When location type is Clearing Zone, one row per country should have primary set to Yes. If only one Clearing Zone is added for a country, the Primary column will automatically be

set to Yes. Subsequently, if a new clearing zone is added or updated for the country with the Primary column set to Yes, the existing primary clearing zone for the country should be updated to change Primary to No.

Adding an outside location translation can be done in a similar manner on the Outside Location Translations tab. This facilitates the ability to translate the outside location address information in multiple languages.

Updating an Outside Location

If you would like to update any details for outside locations, a similar process will be followed as that described above for creating new. 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:

Outside Locations – Outloc Description, Currency, Address 1, Address 2, City, State, Country, Postal Code, VAT Region, all contact columns, secondary name, jurisdiction, primary flag

Note

If the primary flag is changed from Yes to No on a Clearing Zone location type, ensure that another Clearing Zone for the same country is selected as primary or an error may occur. Similarly, if changing from No to Yes, then make sure to also update the currently flagged location for the country to not be the primary.

Outside Location Translations – Outloc Description, Address 1, Address 2, City, Contact Name, Secondary Name

In the tab where you are going to make your updates, select the action type of Update, and then correct the value in the spreadsheet.

Removing an Outside Location

If you wish to remove an outside location, select the Delete action on the row of the outside location you which to delete on the Outside Locations tab. Removing an outside location translation can be done in a similar manner on the Outside Location Translations tab. Note that the removing an Outside Location is not allowed if it is still in use.

Uploading Changes

For all actions defined above, once all the updates have been made to the data in the spreadsheet, save the file and close it. Then, return to the Merchandising screens and select Foundation Data > Upload Foundation Data from the main task list. In this screen, you’ll again select the template type Foundation and the template Outside Locations. This will generate a process description automatically, but this can be updated if desired. Lastly, select the Browse button and navigate to the directory where you saved the updated spreadsheet.

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.

See also Download/Upload Data from Spreadsheets and View Data Loading Status.

Store Formats

Store Formats are optional attributes of a store. Examples could include Convenience Store or Hypermarket. Store format are used in Merchandising as part of the criteria when building location lists or for reporting. Store Formats are maintained through the upload/download process. This functionality is accessed from the main Merchandising task list under Foundation Data > Download Foundation Data and Foundation Data > Upload Foundation Data.

To add, update, or remove a store format, select the template type of Foundation from the Download Data screen and then the template Store Formats. Click the Download button and when prompted, choose to either open the .ods file that is generated or save the file and open it separately in the spreadsheet application of your choice.

Add a Store Formats

To add a new store format, select the action type of Create on an empty row of the Store Formats tab. Next enter a unique number up to 4 digits in length for the store format along with the description in the appropriate columns. The description should be entered in the primary language (as defined in the Merchandising system options) of up to 60 characters. Adding a store format translation can be done in a similar manner on the Store Format Translations tab. This facilitates the ability to translate the store format description in multiple languages.

Updating a Store Format

If you would like to update any details for store formats, a similar process will be followed as that described above for creating new. 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:

Store Formats – Description
Store Format Translations – Description

In the tab where you are going to make your updates, select the action type of Update, and then correct the value in the spreadsheet.

Removing a Store Format

If you wish to remove a store format, select the Delete action on the row of the store format you which to delete on the Store Formats tab. Removing a store format translation can be done in a similar manner from the Store Format Translations tab. Note that the removing a store format is not allowed if the format is still in use for a store.

Uploading Changes

For all actions defined above, once all the updates have been made to the data in the spreadsheet, save the file and close it. Then, return to the Merchandising screens and select Foundation Data > Upload Foundation Data from the main task list. In this screen, you’ll again select the template type Foundation and the template Store Formats. This will generate a process description automatically, but this can be updated if desired. Lastly, select the Browse button and navigate to the directory where you saved the updated spreadsheet.

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.

See also Download/Upload Data from Spreadsheets and View Data Loading Status.

Store Grades

Store Grades are a way of grouping stores together, usually as a result of store clustering. Store grade groups are associated with a buyer, as it usually represents a clustering of locations for a particular group of departments or classes in the merchandise hierarchy. Store Grades are used to support distributing items on a purchase order, for building location lists, and for reporting. Store Grades are maintained through the upload/download process. This functionality is accessed from the main Merchandising task list under Foundation Data > Download Foundation Data and Foundation Data > Upload Foundation Data.

To add, update, or remove store grades or store grade groups, select the template type of Foundation from the Download Data screen and then the template Store Grades. Click the Download button and when prompted, choose to either open the .ods file that is generated or save the file and open it separately in the spreadsheet application of your choice.

Add a Store Grade

To add a store grade group, select the action type of Create on the Store Grade Group tab on an empty row. Next, enter a unique number with up to 8 digits. Then enter a description in the primary language (as defined in the Merchandising system options) and an existing buyer.

Note

Valid buyers are also managed via spreadsheet download/upload under the Template Type of Foundation and the Template Buyers and Merchandisers (see Download/ Upload Data from Spreadsheets).

To add a store grade, select the action type of Create on an empty row of the Store Grades tab. Next, enter a newly created or a previously existing store grade group, a store grade description in the primary language of up to 120 characters, and, optionally, a comment up to 2,000 characters. This facilitates the ability to translate the store grade group descriptions in multiple languages. Finally, stores should be added for a store grade group/store grade combination using the Create action on an empty row on the Store Grade Stores tab.

Updating a Store Grade

If you would like to update any details for store grade groups or store grades, a similar process will be followed as that described above for creating new. 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:

Store Grade Groups – Description, Buyer
Store Grade Group Translations – Description
Store Grades – Comments
Store Grade Stores – Store Grade

In the tab where you are going to make your updates, select the action type of Update, and then correct the value in the spreadsheet.

Removing a Store Grade

If you wish to remove a store grade, select the Delete action on the row of the store grade you wish to delete on the Store Grades tab. Removing an entry from the Store Grade Groups tab, the Store Grade Group Translations tab, or the Store Grade Stores tab can be done in a similar manner. Note that removing an entry that is still in use is not allowed.

Uploading Changes

For all actions defined above, once all the updates have been made to the data in the spreadsheet, save the file and close it. Then, return to the Merchandising screens and select Foundation Data > Upload Foundation Data from the main task list. In this screen, you’ll again select the template type Foundation and the template Store Grades. This will generate a process description automatically, but this can be updated if desired. Lastly, select the Browse button and navigate to the directory where you saved the updated spreadsheet.

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.

See also Download/Upload Data from Spreadsheets and View Data Loading Status.

Transfer Zones

Transfer zones are used to restrict transfers from store to store in a specified group of stores (zone), usually to help manage transportation costs. Zones are linked to stores as an attribute. Transfer Zones are maintained through the upload/download process. This functionality is accessed from the main Merchandising task list under Foundation Data > Download Foundation Data and Foundation Data > Upload Foundation Data.

To add, update, or remove a transfer zone, select the template type of Foundation from the Download Data screen and then the template Transfer Zones. Click the Download button and when prompted, choose to either open the .ods file that is generated or save the file and open it separately in the spreadsheet application of your choice.

Add a Transfer Zone

To add a new transfer zone, select the action type of Create on an empty row of the Transfer Zones tab. Next enter a unique number up to 4 digits in length for the transfer zone, and the transfer zone description in the primary language of up to 120 characters. Adding a transfer zone translation can be done in a similar manner on the Transfer Zone Translations tab. This facilitates the ability to translate the transfer zone description in multiple languages.

Updating a Transfer Zone

If you would like to update any details for transfer zones, a similar process will be followed as that described above for creating new. 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:

Transfer Zones – Description
Transfer Zone Translations – Description

In the tab where you are going to make your updates, select the action type of Update, and then correct the value in the spreadsheet.

Removing a Transfer Zone

If you wish to remove a transfer zone, select the Delete action on the row of the transfer zone you which to delete on the Transfer Zones tab. Removing a transfer zone translation can be done in a similar manner on the Transfer Zone Translations tab. Note that removing a transfer zone is not allowed if it is still assigned to a store.

Uploading Changes

For all actions defined above, once all the updates have been made to the data in the spreadsheet, save the file and close it. Then, return to the Merchandising screens and select Foundation Data > Upload Foundation Data from the main task list. In this screen, you’ll again select the template type Foundation and the template Transfer Zone. This will generate a process description automatically, but this can be updated if desired. Lastly, select the Browse button and navigate to the directory where you saved the updated spreadsheet.

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.

See also Download/Upload Data from Spreadsheets and View Data Loading Status.

Organizational Hierarchy (Classic View)

The following are the levels of the organizational hierarchy in Merchandising:

Company: The highest default organizational and merchandise hierarchy level defined in Merchandising. Only one company can be defined.

Hierarchy ID, depending on the selected hierarchy button.
Name of the hierarchy level, for example, the name of the chain.
Next hierarchy level, for example, Area.

This column contains either the Create or the Details icon.

If the next level has been created, the Detail icon is displayed. Use the icon to maintain or view the details of the next level.

If the next level has not been created, the Create icon is displayed. Use the icon to create the next level.

This column is not available for stores and warehouses.

Manage Company

Updating a Company

Adding a Company Translation

Removing a Company Translation

Areas *
Action	s» Vewv	oF ZG % @	Ee kf Detach	Sear	ch	¥‘Q
Area	Name	Manager	Currency	Chain	ChainName
10	USA Direct			1	Chain 1	=
1	USA			t	Chain 1
12	USA			2	Chain 2
21	Canada			1	Chain 1
22	China		CNY	1	Chain 1
31	Mexico			1	Chain 1
33	Japan		JPY	1	Chain 1
41	Chile			1	Chain 1
44	UK		GBP	1	Chain 1
51	Venezuela			1	Chain 1
55	Australia		AUD	1	Chain 1
61	Argentina		ARS	1	Chain 1
71	Colombia		CoP	1	Chain 1
81	Germany		EUR	1	Chain 1
82	France		EUR	1	Chain 1
91	Spain		EUR	1	Chain1

¥ @ Save SaveandClose Cancel

3. In the table, select Actions > Create , or use the Create icon. The Store page appears.

4. Enter the necessary information for the store. For more information about the available fields in the Store page, see the Store Page section.

Manage Stores (Classic View)

Editing Stores

To edit a store, follow the steps below.

1. From the Tasks menu, select Foundation Data > Location Foundation > Organizational Hierarchy. The Organizational Hierarchy page appears.

2. Select the Store button. The available regions are displayed in the table.

3. Select a record in the table.

4. Then click the store ID link, or select Actions > Edit , or use the Edit icon. The Store page appears.

5. Edit the fields, if necessary. For more information about the available fields in the Store page, see the Store Page section.

Note

You cannot edit the Company Store ID , Currency , Org Unit and Transfer Entry . Additionally you cannot select or deselect the Stockholding checkbox in edit mode.

Store Page

Table 2-9 (Cont.) Store Page - Fields and Description

Fields	Description
Language	Enter, select or search for the language code for the store. This field is a required field.
Time Zone	Enter, select or search for the time zone of the store. This field is a required field.
VAT Region	Enter, select or search for the VAT region code for the store. This field is a required field.
Org Unit	Enter, select or search for the organizational unit ID. This field is available if Oracle Financials is integrated. This field is a required field, if available.
Transfer Entity	Enter, select or search for the transfer entity ID. This field is a required field.
Default Warehouse	Enter, select or search for the default warehouse of the store. This field is only enabled, if you have specified a channel ID. For Franchise stores, this field is a required field.
Sister Store	Enter, select or search for the store number. This field is used to copy the store’s history when defining allocations for new stores.
DUNS Number	Enter the Dun & Bradstreet Data Universal Numbering System (DUNS) number. The DUNS number is a nine digit code that identifies your store.
DUNS Location Number	Enter the DUNS location number. The DUNS location number is a four digit code that identifies the locations of your store. This field is only enabled, if you have entered the DUNS number for your store.
Tax ID	Enter the Tax Identification number to be associated with the store.
Store Class	The Store Class field is enabled, if you selected the store type Company. The Store Class field is defaulted to Class X and disabled if you selected the store type Franchise. Select the Store Class from the list. A store is grouped under the class based on the sale or the location.
Store Open Date	Enter the date when the store opens or use the Calendar icon to select a date. This field is a required field.
Start Order Days	Enter the number of days before the store opens to start ordering merchandise.
Store Close Date	Enter the date when the store closes or use the Calendar icon to select a date.
Stop Order Days	Enter the number of days before the store closes to stop ordering merchandise.
Unique Transaction No. by	Select the store or register for the Unique Transaction Number By from the list. This field indicates if the transaction number in the store is generated uniquely across store or at each register. This field is a required field.

Table 2-9 (Cont.) Store Page - Fields and Description

Fields Manager	Description Enter the name of the store manager.
Phone Number	Enter the phone number.
Fax Number	Enter the fax number.
Email Address	Enter the email address.
Mall Name	Enter the mall name, if necessary.
Total Area	Enter the total space of the store.
Selling Area	Enter the selling space available at the store.
Linear Distance	Enter the shelving space available at the store.
Acquired Date	Enter the date when the store has been acquired or use the Calendar icon to select a date.
Remodel Date	Enter the date when the store has been remodeled or use the Calendar icon to select a date.
Integrated Sales	TheIntegrated Salescheckbox is selected by default. You cannot load the sales for that store in ReSa, if the Integrated Sales option is not selected.
Stockholding	If the store is intended to be stockholding, this option must be selected. The Stockholding option is selected by default.
Remerchandising	Select theRemerchandisingcheckbox, if the store is undergoing a significant remerchandising effort as an indicator to Advanced Inventory Planning (AIP) application.
Customer Order Location	This option is available if the store type is Company and also for stock holding Franchise Stores. If the option is enabled, the store can be used to source or fulfill customer orders.
Customer	Only enabled, if the store type Franchise has been selected. Enter, select or search for the customer the franchise store belongs to.
Customer Shipping	This option allows the retailer to specify if the location supports shipping to the customer for customer orders. The Customer Shipping option is unselected by default.
Gift Wrapping	This option allows the retailer to specify if the location supports gift wrapping. The Gift Wrapping option is unselected by default.

Adding Hours to a Store

The Store Hours dialog allows retailers to capture and manager store operation timings.

1. In the Store page, click the Store Hours icon. The Edit Store Hours dialog appears.

4. In the Store page, select More Actions > Location Traits . The Store Location Traits page appears.

5. Then select Actions > Add or use the Add icon. The Add Location Trait page appears.

6. In the Location Trait page. Enter, select or search for the desired location trait ID.

7. Then choose one of the following options.

Click OK to add the location trait and close the page.
Click OK and Add Another to save the current record and add additional entries.
Click Cancel to reject all entries and close the page.

Create Warehouses

To create a warehouse, follow the steps listed below.

1. From the Tasks menu, select Foundation Data > Location Foundation > Organizational Hierarchy . The Organizational Hierarchy page appears.

2. Select the Warehouse button. All available warehouses are displayed in the table.

3. In the table, select Actions > Create . The Warehouse page appears.

4. Enter all the necessary information. For more information about the available fields in the Warehouse page, see the Warehouse Page section.

Warehouse Page

You can access additional pages in order to set up attributes, activity schedules, and delivery schedules.

@ ex Address Virtual Warehouses More Actions » © SaveandClose Cancel

Table 2-10 (Cont.) Warehouse Page - Fields and Description

Fields	Description
DUNS Number	Enter the Dun & Bradstreet Data Universal Numbering System (DUNS) number. The DUNS number is a nine digit code that identifies your store.
DUNS Location	Enter the DUNS location number. The DUNS location number is a four digit code that identifies the locations of your store. This field is only enabled, if have entered the DUNS number for your store.
Tax ID	Enter the Tax Identification number to be associated with the warehouse.
Zoning Location section:
This section is only available,	when you create a new warehouse
Cost Location	Select a cost location type from the list. The location ID field enables, enter, select or search for the location.

Add Virtual Warehouses

To add a virtual warehouse to a physical warehouse, follow the steps below.

1. From the Tasks menu select Foundation Data > Location Foundation > Organizational Hierarchy . The Organizational Hierarchy page appears.

2. Select the Warehouse button. The available warehouses are displayed in the table.

3. Select a record in the table.

4. Then, select Actions > Edit or use the Edit icon. The Warehouse page appears.

5. Click the Virtual Warehouses button. The Virtual Warehouses page appears.

6. Select Actions > Add or use the Add icon. The Add Virtual Warehouse page appears.

Note

If you select Regular Warehouse as the Org Entity Type, the Stock Holding checkbox is selected and disabled. You cannot deselect this checkbox.

m. Select the Finisher checkbox to indicate that the warehouse is a finisher location.
n. Select the Customer Order Location checkbox to indicate that the warehouse is a location where the customer places orders.
o. Select the Customer Shipping checkbox to specify if the warehouse supports shipping to the customer for customer orders.
p. Select the Gift Wrapping checkbox to specify if the warehouse supports gift wrapping.
q. Select the Protected checkbox to indicate that the warehouse is affected last in transactions where inventory is removed or affected first in short-shipment type transactions where inventory is being added.
r. Select the Restricted checkbox to indicate that the virtual warehouses is restricted from receiving stock during an inbound transaction.
s. Select the Forecast checkbox to indicate that the warehouse should be included in forecast calculations.
t. Select the Replenishment checkbox to indicate that the virtual warehouse is included in the net inventory calculations for the replenish able warehouse.
u. In the Warehouse Link field, enter, select or search for the corresponding link.
v. Then select one of the following options.
- Click OK to add the current warehouse and close the page.
- Click OK and Add Another to add the current warehouse and add additional warehouses.
- Click Cancel to reject all entries and close the page.

Virtual Warehouses Page

Virtual warehouses are considered stockholding locations, while the physical warehouse is considered a non-stockholding location.

Note

This field is disabled, if you select Eaches as a storage cost measure.

d. In the Weekly Cost of Storage field, enter the weekly cost of storage value.
e. In the Outside Storage Cost Measure field, select an outside cost measure from the list. The Outside Storage Cost UOM field enables.
f. In the Outside Storage Cost UOM field, enter, select or search for the unit of measure.
g. In the Weekly Cost of Outside Storage field, enter the weekly cost of outside storage value.
h. In the Storage Type field, select the type from the list. This field is a required field.
i. In the Maximum Weeks of Supply field, enter the number of weeks. This field is a required field.
j. In the Target ROI field, enter the target ROI (Return of Investment). This field is a required field.
k. In the Cost of Money field, enter the cost.
l. Then choose one of the following options.
- Click OK to save the current parameter and close the page.
- Click OK and Add Another to save the current parameter and add additional entries.
- Click Default to save the current parameter and set it as the default value.
- Click Cancel to reject all entries and close the page.

Editing Warehouse Department Parameters

To edit warehouse department parameters, follow the steps below.

1. From the Tasks menu select Foundation Data > Location Foundation > Organizational Hierarchy . The Organizational Hierarchy page appears.

2. Select the Warehouse button. The available warehouses are displayed in the table.

3. Select a record in the table.

4. Select Actions > Edit or use the Edit icon. The Warehouse page appears.

5. Click the Virtual Warehouses button. The Virtual Warehouses page appears.

6. Select More Actions > Warehouse Department Parameters . The Warehouse Department Parameters page appears.

1. Select a record in the table.

2. Select Actions > Edit or use the Edit icon. The Edit Warehouse Department Parameter page appears. The parameters of the selected record are shown.

a. Edit the values, if necessary.
b. Then choose one of the following options.
- Click OK to save your changes and close the page.
- Click Default to save the current parameter and set it as default value.

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

Table 2-11 Location List Search - Basic Search Criteria and Description

Fields	Description
Matchoption	Check radio button All or Any. All - only location lists matching all entered search criteria are shown. Any - location lists matching any of the entered search criteria are shown.
Location List	Enter the location list ID.
Description	Enter a location list description.
Type	Select the location list type, Static or Dynamic, from the list.
Created Date	Enter the create date of the location list or use the Calendar icon to select a date.
Store	Enter, select or search for the store ID.
Store Name	Enter the store name.
Warehouse	Enter, select or search for the Warehouse ID.
Warehouse Name	Enter the name of warehouse.

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

For more information about the Personalized Saved Search, see Personalize Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide .

3. Click Search . The location lists 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 page appears.

For more information about how to save your search criteria, see Create Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide .

6. Click Done to close the page.

Searching for a Location List Through Advanced Search Criteria

To search for a location list by using advanced search criteria:

1. To search by 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 be equal or not equal to the search result.

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

For more information about the Personalized Saved Search, see Personalize Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide .

4. Click Search . The location lists 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 page appears.

For more information about how to save your search criteria, see Create Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide .

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 page 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 page.
Click Cancel to reject any changes and close the page.

9. Click Done to close the page.

Results

The Results section lists the retrieved location lists. The Results table shows the following columns by default.

Location List
Description
Type
Created and Last Rebuild Date
Total Locations

Creating Location Lists from Existing

To create a location list from an existing location list, follow the steps below.

1. From the Tasks menu, select Foundation Data > Location Foundation > Manage Location Lists . The Manage Location List page appears.

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

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

4. Select a record in the Results section.

5. Then select Actions > Create from Existing , or use the Create from Existing icon. The Location List page appears. The data of the existing location list is displayed.

6. Change the fields, if necessary.

For more information about the available fields in the Location List page, see the Location List Page section.

7. Then choose one of the following options.

Click Save to save the new location list.
Click Save and Close to save the new location list and close the page.
Click Cancel to reject all entries and close the page.

Editing Location Lists

To edit a location list, follow the steps below.

1. From the Tasks menu, select Foundation Data > Location Foundation > Manage Location Lists . The Manage Location List page appears.

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

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

4. Select a record in the Results section.

5. Then select Actions > Edit , or use the Edit icon. The Location List page appears. The data of the selected location list is displayed.

6. Change the fields, if necessary.

For more information about the available fields in the Location List page, see the Location List Page section.

7. Then choose one of the following options.

Click Save to save your changes.
Click Save and Close to save your changes and close the page.
Click Cancel to reject all entries and close the page.

Creating Location Lists

To create a location list, follow the steps below.

You can enter the Create Location List page in different ways.

From the Tasks menu, select Foundation Data > Location Foundation > Create Location List . The Create Location List page appears.
From the Tasks menu, select Foundation Data > Location Foundation > Manage Location Lists . Search for location lists. Then select Actions > Create or use the Create icon. The Create Location List page appears.

1. Enter the data, as necessary.

For more information about the available fields in the Location List page, see the Location List Page section.

Location List Page

2. Then select Actions > Add or use the Add icon. The Add Criteria page appears.

a. In the Element field, select an element from the list.

Note

If the Element is Cost Zone or Store Grade, you can specify which group (cost zone group or store grade group) the zone or grade is a member of.

b. In the Comparison field, select a sign from the list.
c. In the Value field, enter a value.
d. In the Logic Operation field, select an option from the list.
e. In the Related Value field, enter, select or search for the value.
f. Then choose one of the following options.
- Click OK to add your entries and close the Add Criteria page.
- Click OK and Add Another to add additional entries.
- Click Cancel to reject all entries and close the Add Criteria page.

3. Click the Test SQL button to test, if the entered criteria is valid.

Note

If the location list criteria is not valid, a message is displayed.

4. Click Build List to rebuild the location list.

5. Then choose one of the following options.

Click Save to save your entries.
Click Save and Close to save your entries and close the page.
Click Cancel to reject all entries and close the page.

Editing Location List Criteria

To edit location list criteria, follow the steps below.

1. Select a record in the table.

2. Then select Actions > Edit or use the Edit icon. The Edit Criteria page appears.

a. Edit the fields, as necessary.
b. Then choose one of the following options.
- Click OK to save your changes and close the Edit Criteria page.
- Click Cancel to reject all entries and close the Edit Criteria page.

3. Click the Test SQL button to test, if the entered criteria is valid.

The Changing Cost Zones page contains the following fields.

Table 2-13 Cost Zones - Fields and Description

Fields	Description
Location List	This field displays the location list number and description.
Zone Group	Enter, select or search for the current zone group. This field is a required field.
New Zone	Enter, select or search for the new cost zone.
	This field is a required field.

Mass Update Cost Zones

To update the cost zone for all stores and warehouses on a location list, follow the steps listed below.

1. From the Tasks menu, select Foundation Data > Location Foundation > Manage Location Lists . The Location List Search page appears.

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

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

4. Select a record in the Results table.

5. Then select Actions > Mass Update > Create Cost Zone Change . The Change Cost Zones page appears.

6. In the Zone Group field, enter, select or search for the group.

7. In the New Zone field, enter, select or search for the new cost zone.

8. Then choose one of the following options.

Click Save to save the new cost zone.
Click Save and Close to a save the new cost zone and close the page.
Click Cancel to reject all entries and close the page.

Changing Location Traits

In the Change Location Traits page you can update location traits for a specific location list.

Cost Zone Groups

The table displays the zone group, cost level and description by default.

Description

You can edit the Description column directly in the table.

Cost Zones

The Cost Zones section allows you to add, delete, and view the cost zones for a selected cost zone group.

The table displays the zone ID, description, locations, currency and base cost checkbox by default.

Description

You can edit the Description column directly in the table.

Base Cost

Select the Base Cost checkbox, to indicate that the price for the item is based on the price of the item in the zone.

Cost Zone Locations

The Cost Zone Locations section allows you to add, edit, delete, or view locations in the cost zone. In edit mode, you may add locations to a cost zone or move locations to a different cost zone.

Locations cannot be edited for any cost zone group at the location level because the location is a cost zone group.

The table displays the location type, ID and location name as well as the primary discharge port and port description by default.

Primary Discharge Port

You can edit the primary discharge port for a location directly in the table.

Maintaining Cost Zones

To maintain Cost Zones, follow the steps below.

1. From the Tasks menu, select Foundation Data > Location Foundation > Cost Zones . The Cost Zones page appears.

2. Update the cost zones, as necessary.

Adding Cost Zone Groups

To add cost zone groups, follow the steps listed below.

1. Open the Cost Zones Group section.

Other Location Foundation Data

Banners and Channels – Channels in retail are basically different touch points from where the sales happen to customers. Examples include brick and mortar, kiosk, and web store. Banners are groupings of channels that can be used to distinguish one line of business from another.
Cost Components – Cost components are various types of costs that can be used to build total landed cost of an item in international trade. They can also be used to define upcharges that are applied when items are transferred between locations or used for building up franchise costing.
Location Traits – Location traits are user defined classification characteristics that can be associated with a store.
Outside Locations – Used in international trade processing, which requires the definition of locations that are outside retailer’s business but required for business process, such as lading and discharge ports, clearing zones, and bill-to locations.
Store Formats – Store formats are another optional way of classifying and grouping stores based on common characteristics.
Store Grades – Store grades are used for store clustering. Each store grade can be associated with a buyer and used to support distributing items on purchase orders, reporting, or mass maintenance.
Transfer Zones – Transfer zones are used to group stores to restrict transfers of merchandise only within a zone to optimize transportation costs.

Banners and Channels

The following columns can be updated in each tab:

Banner – Description
Banner Translations – Description
Channel – Banner, Channel Type, Description
Channel Translations – Description

In the tab where you are going to make your updates, select the action type of Update, and then correct the value in the spreadsheet.

Uploading Changes

For all actions defined above, once all the updates have been made to the data in the spreadsheet, save the file and close it. Then, return to the Merchandising screens and select Foundation Data > Upload Foundation Data from the main task list. In this screen, you’ll again select the template type Foundation and the template Banners and Channels. This will generate a process description automatically, but this can be updated if desired. Lastly, select the Browse button and navigate to the directory where you saved the updated spreadsheet.

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.

See also Download/Upload Data from Spreadsheets and View Data Loading Status.

Cost Components

To add or update cost components, you will select the template type of Foundation from the Download Data screen and then the template Cost Components. Click the Download button

and when prompted, choose to either open the .ods file that is generated or save the file and open it separately in the spreadsheet application of your choice. Once opened, there will be three sheets that can be modified - Cost Components, Cost Component Translations and Component Rate Updates.

Add a Cost Component

Assessments

Expenses

Next, specify the Calculation Basis, which indicates whether the component is calculated on a per-unit (Specific) or ad valorem (Value) basis. Then, enter the Order Cost Basis, which indicates the basis the expense will be calculated against if there is no CVB attached; valid values are Supplier or Order. If the cost basis is supplier then when calculating the expense, the item’s supplier cost will be used. If the cost basis is order, then the cost of the item on the

order will be used to calculate the expense. Next, enter the Expense Category, if applicable. The valid values for expense category can be selected from a dropdown which is maintained under the code type EXPC. To modify the valid categories, you can update the descriptions or add new values by accessing the Codes and Descriptions template.

Up Charges

basis is Specific; and should be left blank for a calculation basis of Value. Any other columns not mentioned above are not relevant for up charges.

Add Component Translations

Add a Component Rate Update

Update Cost Components or Component Rate Updates

In the tab where you are going to make your updates, select the action type of Update, and then correct the value in the spreadsheet.

The following fields in each template can be edited:

Cost Components – Component Description, Assessment Type, Import Country, Up Charge Group, Computation Value Base, Calculation Basis, Cost Basis, Expense Category, Component Rate, Computation Level, Display Order, Always Default, Component Currency, Component Per Count, Component Per Count UOM, Nom Flag 1, In Duty, Nom Flag 3, In Exp, In ALC, Include in Upcharge indicator
Cost Component Translations – Component Description
Component Rate Updates – Component Rate, Per Count, Per Count UOM, Component Currency, Effective Date, New Effective Date, Item, Order, Country, Supplier, Partner, Dept, Trans and Alloc Ind

Deleting a Cost Component or Component Rate Update

If you wish to delete a cost component or component rate update, update the action column to select Delete in each of the tabs where it occurs.

Uploading Changes

description automatically, but this can be updated if desired. Lastly, select the Browse button and navigate to the directory where you saved the updated spreadsheet.

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.

See also Download/Upload Data from Spreadsheets and View Data Loading Status.

Computation Value Bases

Note

CVBs with Predefined Details

The value of CVBs with predefined details is determined by summing the values of the cost components that are added as details as part of the CVB definition.

For example, an expense, Agent Commission, is defined as 2% of the sum of the supplier’s unit cost, freight, and insurance, less buyer’s commission:

 (.02 * (unit cost + freight + insurance - buyer's commission)).

1. Create four simple new expense components:

unit cost (UNCST = 100% with no CVB, when no CVB is used the expense is based on unit cost)
freight (FRGHT = 8% with no CVB)
insurance (INSUR = 2% with no CVB)
buyer’s commission (BUYCOM = 1% with no CVB)

2. Define a CVB called Agent Commission Base (ACBASE). ACBASE will include all of the expenses that the agent’s commission is based on.

Computation Value Base ACBASE is defined as:

Table 2-14

Expense Component	Effect on CVB (Combination Operator)	Value
UNCST	+	10.00
FRGHT	+	0.80
INSUR	+	0.20
BUYCOM	-	0.10

3. Create a fifth new expense for Agent Commission called AGCOM with the computation value base ACBASE attached to it, and with a component rate of 2%.

4. The value of AGCOM for an item with a unit cost of 10.00 will then be calculated as follows:

ACBASE = UNCST + FRGHT + INSUR - BUYCOM
                 = 10.00 + .80 + .20 - .10
                 = 10.90
AGCOM = Component Rate * Computation Value Base (ACBASE)
                  = 2% * 10.90
                     = .22

CVBs with Dynamically Determined Components

Nom Flag 1 – This is an open flag that can be used as desired. Label code NOMF1.
In Duty – This flag is used to include assessment components in the calculation of Total Duty. Label code NOMF2.
Nom Flag 3 – This is an open flag that can be used as desired. Label code NOMF3.
In Exp – This flag is used to include expense components in the calculation of Total Expenses. Label code NOMF4.
In ALC – This flag is used to directly nominate internal fees into actual landed cost. This is to be utilized for expenses a retailer needs to account for, but for which an external vendor will not send an invoice. Label code NOMF5.

1. Define a CVB called Agent Commission Base (ACBASE). ACBASE will not have any details attached to it; instead, set the first nomination flag, Nom Flag 1, to Yes.

2. Using the Cost Component download/upload template, create four simple new expense components:

Unit cost (UNCST = 100% with no CVB, when no CVB is used the expense is based on unit cost) – Set Nom Flag 1 to +
Freight (FRGHT = 8% with no CVB) – Set Nom Flag 1 to +
Insurance (INSUR = 2% with no CVB) – Set Nom Flag 1 to +
Buyer’s commission (BUYCOM = 1% with no CVB) – Set Nom Flag 1 to -
Agent commission (AGCOM = 2% with the new ACBASE CVB attached) – No nominations flags set

Then, when the five expenses are attached to an item with a unit cost of 10.00 USD, the value of AGCOM will be calculated as follows:

ACBASE = UNCST + FRGHT + INSUR - BUYCOM
                 = 10.00 + .80 + .20 - .10
                 = 10.90
AGCOM = Component Rate * Computation Value Base (ACBASE)
                 = 2% * 10.90
                 = 0.22

If instead the first nomination flag was not set for FRGHT, then value of AGCOM would only be 0.20.

ACBASE = UNCST + INSUR - BUYCOM
                 = 10.00 + .20 - .10
                 = 10.10
AGCOM = Component Rate * Computation Value Base (ACBASE)
                 = 2% * 10.10
                 = 0.20

Add CVBs, CVB Translations and CVB Details for Expenses and Assessments

Add CVBs and CVB Translations for Up Charges

Delete CVBs, CVB Translations or CVB Details

Note

Only CVBs that have not already been associated with a cost component can be deleted.

Update CVB Translations

The following column can be updated:

Exp_Assess_CVB_Trans – Computation Value Base Description
Up_Charge_CVB_Trans-Computation Value Base Description for Up Charges

Select the action type of Update, and then correct the value in the spreadsheet.

Uploading Changes

For all actions defined above, once all the updates have been made to the data in the spreadsheet, save the file and close it. Then, return to the Merchandising screens and select Foundation Data > Upload Foundation Data from the main task list. In this screen, select the template type Foundation and the template Computation Value Bases (CVBs). This will generate a process description automatically, but this can be updated if desired. Lastly, select the Browse button and navigate to the directory where you saved the updated spreadsheet.

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.

See also Download/Upload Data from Spreadsheets and View Data Loading Status.

Location Traits

Add a Location Trait

Updating a Location Trait

The following columns can be updated in each tab:

Location Traits – Description, Filter Organization ID
Location Trait Translations – Trait Description

In the tab where you are going to make your updates, select the action type of Update, and then correct the value in the spreadsheet.

Removing a Location Trait

Uploading Changes

For all actions defined above, once all the updates have been made to the data in the spreadsheet, save the file and close it. Then, return to the Merchandising screens and select Foundation Data > Upload Foundation Data from the main task list. In this screen, you’ll again select the template type Foundation and the template Location Trait. This will generate a process description automatically, but this can be updated if desired. Lastly, select the Browse button and navigate to the directory where you saved the updated spreadsheet.

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.

See also Download/Upload Data from Spreadsheets and View Data Loading Status.

Outside Locations

Add an Outside Location

Updating an Outside Location

The following columns can be updated in each tab:

Outside Locations – Outloc Description, Currency, Address 1, Address 2, City, State, Country, Postal Code, VAT Region, all contact columns, secondary name, jurisdiction, primary flag

Note

Outside Location Translations – Outloc Description, Address 1, Address 2, City, Contact Name, Secondary Name

In the tab where you are going to make your updates, select the action type of Update, and then correct the value in the spreadsheet.

Removing an Outside Location

Uploading Changes

For all actions defined above, once all the updates have been made to the data in the spreadsheet, save the file and close it. Then, return to the Merchandising screens and select Foundation Data > Upload Foundation Data from the main task list. In this screen, you’ll again select the template type Foundation and the template Outside Locations. This will generate a process description automatically, but this can be updated if desired. Lastly, select the Browse button and navigate to the directory where you saved the updated spreadsheet.

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.

See also Download/Upload Data from Spreadsheets and View Data Loading Status.

Store Formats

Store Formats are optional attributes of a store. Examples could include Convenience Store or Hypermarket. Store format are used in Merchandising as part of the criteria when building

location lists or for reporting. Store Formats are maintained through the upload/download process. This functionality is accessed from the main Merchandising task list under Foundation Data > Download Foundation Data and Foundation Data > Upload Foundation Data.

Add a Store Formats

Updating a Store Format

The following columns can be updated in each tab:

Store Formats – Description
Store Format Translations – Description

In the tab where you are going to make your updates, select the action type of Update, and then correct the value in the spreadsheet.

Removing a Store Format

Uploading Changes

For all actions defined above, once all the updates have been made to the data in the spreadsheet, save the file and close it. Then, return to the Merchandising screens and select Foundation Data > Upload Foundation Data from the main task list. In this screen, you’ll again select the template type Foundation and the template Store Formats. This will generate a process description automatically, but this can be updated if desired. Lastly, select the Browse button and navigate to the directory where you saved the updated spreadsheet.

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.

See also Download/Upload Data from Spreadsheets and View Data Loading Status.

Store Grades

and for reporting. Store Grades are maintained through the upload/download process. This functionality is accessed from the main Merchandising task list under Foundation Data > Download Foundation Data and Foundation Data > Upload Foundation Data.

Add a Store Grade

Note

Valid buyers are also managed via spreadsheet download/upload under the Template Type of Foundation and the Template Buyers and Merchandisers (see Download/ Upload Data from Spreadsheets).

Updating a Store Grade

The following columns can be updated in each tab:

Store Grade Groups – Description, Buyer
Store Grade Group Translations – Description
Store Grades – Comments
Store Grade Stores – Store Grade

In the tab where you are going to make your updates, select the action type of Update, and then correct the value in the spreadsheet.

Removing a Store Grade

Uploading Changes

For all actions defined above, once all the updates have been made to the data in the spreadsheet, save the file and close it. Then, return to the Merchandising screens and select

Foundation Data > Upload Foundation Data from the main task list. In this screen, you’ll again select the template type Foundation and the template Store Grades. This will generate a process description automatically, but this can be updated if desired. Lastly, select the Browse button and navigate to the directory where you saved the updated spreadsheet.

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.

See also Download/Upload Data from Spreadsheets and View Data Loading Status.

Transfer Zones

Add a Transfer Zone

Updating a Transfer Zone

The following columns can be updated in each tab:

Transfer Zones – Description
Transfer Zone Translations – Description

In the tab where you are going to make your updates, select the action type of Update, and then correct the value in the spreadsheet.

Removing a Transfer Zone

Uploading Changes

process description automatically, but this can be updated if desired. Lastly, select the Browse button and navigate to the directory where you saved the updated spreadsheet.

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.

See also Download/Upload Data from Spreadsheets and View Data Loading Status.

In this guide

Guide: Foundation Data User Guide — Use Merchandising
Next: 3 Organizational Hierarchy

Oracle Retail Knowledge Base

Explorer

2 Organizational Hierarchy (Classic View)

Manage Company

Updating a Company

Adding a Company Translation

Removing a Company Translation

Uploading Changes

Manage Stores (Classic View)

Editing Stores

Note

Store Page

Adding Hours to a Store

Create Warehouses

Warehouse Page

Add Virtual Warehouses

Note

Virtual Warehouses Page

Note

Editing Warehouse Department Parameters

Searching for a Location List Through Advanced Search Criteria

Results

Creating Location Lists from Existing

Editing Location Lists

Creating Location Lists

Location List Page

Note

Note

Editing Location List Criteria

Mass Update Cost Zones

Changing Location Traits

Cost Zone Groups

Cost Zones

Cost Zone Locations

Maintaining Cost Zones

Adding Cost Zone Groups

Other Location Foundation Data

Banners and Channels

Add a Banner or Channel

Updating a Banner or Channel

Removing a Banner or Channel

Uploading Changes

Cost Components

Add a Cost Component

Assessments

Expenses

Up Charges

Add Component Translations

Add a Component Rate Update

Update Cost Components or Component Rate Updates

Deleting a Cost Component or Component Rate Update

Uploading Changes

Computation Value Bases

Note

CVBs with Predefined Details

CVBs with Dynamically Determined Components

Add CVBs, CVB Translations and CVB Details for Expenses and Assessments

Add CVBs and CVB Translations for Up Charges

Delete CVBs, CVB Translations or CVB Details

Note

Update CVB Translations

Uploading Changes

Location Traits

Add a Location Trait

Updating a Location Trait

Removing a Location Trait

Uploading Changes

Outside Locations

Add an Outside Location

Updating an Outside Location

Note

Removing an Outside Location

Uploading Changes

Store Formats

Add a Store Formats

Updating a Store Format

Removing a Store Format

Uploading Changes

Store Grades

Add a Store Grade