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3 Organizational Hierarchy
The organizational hierarchy allows you to create the relationships that are necessary 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. The screen can be accessed either from the Locations Destination landing page or the Home Experience.
Organizational Hierarchy Screen
To enter the Organizational Hierarchy workflow, from the Locations Destination landing page, click the Organizational Hierarchy card or, from the Home Experience , click Organizational Hierarchy from the Product Map or Suggestions view.
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 .
Editing Company
To edit a company, follow the steps below.
1. On the Locations Destination landing page, click the Organizational Hierarchy card. Alternatively, from the Home Experience, select Organizational Hierarchy from the Product Map or Suggestions list view. The Organizational Hierarchy page appears.
2. With the company card as the focused card, choose the Edit Company option from the Overflow menu or simply click on the card title, which is a hyperlink. The Edit Company drawer appears.
Company 1
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Then choose one of the following options.
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Click Update to save your changes and close the drawer.
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Click Cancel to reject all changes and close the drawer.
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Note
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Modification to URL will change the company logo image displayed in the Organizational Hierarchy screen.
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The drawer displays the “created by” and “last updated by” user and date information, providing a record of recent changes.
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Currently, the company translations are not supported through the Company edit drawer, the translations can be viewed and maintained using the ‘Company’ foundation data loading spreadsheet template in Merchandising.
Maintain the Company Through a Spreadsheet
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 Tasks list under Foundation Data > Download Foundation Data and Foundation Data > Upload Foundation Data .
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 the company, select the action type of Update on the populated row on the Company tab. Next, update the column you wish to change. The Company identifier 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 described above for updating the company. First, download the spreadsheet, then select the Delete action on the row you wish to delete on the Company Translations tab.
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a. In the Chains field, enter a unique number. This field is a required field.
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b. In the Chain Name field, enter the name of the chain. This field is a required field.
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c. In the Manager field, enter the name of the manager who is responsible for the chain.
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d. In the Currency field, enter, select or search for the chain’s currency code.
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e. The Translations section is enabled when all required details are entered. Click Create Translation button to add translations. The New Translation drawer appears.
- Add the translation. For more information see the “Translate Data” chapter in the Oracle Retail Merchandising Do the Basics User Guide .
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f. Then choose one of the following options.
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Click Create to save the chain and close the drawer.
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Click Cancel to reject all entries and close the drawer.
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Manage Chains
Editing Chains
To edit a chain, follow the steps below.
1. On the Locations Destination landing page, click the Organizational Hierarchy card. Alternatively, from the Home Experience select Organizational Hierarchy from the Product Map or Suggestions list view. The Organizational Hierarchy page appears.
2. With the desired chain as the focused card, select the Edit Chain option from the Overflow menu or simply click the card title that is a hyperlink. The Edit Chain drawer appears.
Chain 2
© Store X Store Cond… Flooding X CurrencyUSDollarUSD X Ask Oracle
Name Country District Channel Tax Region Organizational Unit Transfer Entity Store Type Stock Holding ane
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Warehouse (location type)
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Virtual Warehouse
If the Store (location type) filter chip is applied, only locations with a type of store will be displayed in the table. In this case, the warehouse-specific filter chips are no longer applicable. Applying any of them along with the Store filter chip would return no locations. Therefore, the warehouse-specific filters are hidden when the Store filter chip is applied. Likewise, if the Warehouse (location type) filter chip is applied, all of the store-specific filter chips are hidden. When the Store or Warehouse applied filter chip is removed from the Ask Oracle search bar, the previously hidden chips become visible again.
When you click a filter chip, it will be applied to the Ask Oracle search bar. If the chip requires you to enter or select a value, a field will display below the applied filter chip to allow you to enter, select, or search for the desired value. If you click away without entering a value, the filter chip will automatically be unapplied. Some filter chips allow only a single value to be applied at a time, while other chips such as Currency and Country allow you to select multiple values.
Create Stores
To create a store, follow the steps listed below.
1. To create a new store, you can initiate the process from the Organizational Hierarchy page, the Stores and Warehouses page, or through the Home Experience.
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To initiate the creation of a store through the Organizational Hierarchy page:
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a. On the Locations Destination landing page, click the Organizational Hierarchy card. Alternatively, from the Home Experience select Organizational Hierarchy from the Product Map or Suggestions list view. The Organizational Hierarchy page appears.
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b. When the Organizational Hierarchy page opens, the company will be selected and displayed in the focused card with all chains in the company listed in child cards below. You can drill down to the district under which you wish to add the new store by clicking the chain, then area, then region, and then district. Alternatively, you can search for the desired district by keying a partial or full district ID or name in the Ask Oracle search bar at the top of the page. The district will become the focused card.
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c. With the district card as the focused card, choose Create Store option from Overflow Menu. The New Store screen appears.
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To initiate the creation of a store through the Stores and Warehouses page:
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a. On the Locations Destination landing page, click the Stores and Warehouses card. Alternatively, from the Home Experience select Stores and Warehouses from the Product Map or Suggestions list view. The Stores and Warehouses page appears.
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b. Near the top of the page, select the Create Store button. The New Store screen appears.
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To initiate the creation of a store via the Organizational Hierarchy page:
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a. From any page, select the Oracle icon (“O-tag”) in the bottom right corner of the screen. The Home Experience appears.
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b. From the Product Map or the Suggestions list, select the Create Store task. Alternative, enter
Create Storeinto the Ask Oracle search bar at the top of the
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store ID or name in the Ask Oracle search bar at the top of the page. The store will become the focused card.
- **c.** With the store card as the focused card, choose **Edit Store** option from **Action** menu. The Store page appears.
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Find the store you wish to edit through the Stores and Warehouses page:
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a. On the Locations Destination landing page, click the Stores and Warehouses card. Alternatively, from the Home Experience select Stores and Warehouses from the Product Map or Suggestions list view. The Stores and Warehouses page appears.
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b. Enter keywords or select filters in the Ask Oracle search bar at the top of the page to filter the locations displayed on the page. When you find the store you wish to edit, from the Card View, click the Edit button on the store card, or from the Table View, select Edit from the Action menu on the row. The Store page appears.
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2. Edit the fields, if necessary. For more information about the available fields in the Store page, see the Store Page section.
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.
The Store page has a header section and main content area.
The main content area contains a series of sections which logically group the store’s attributes. You can quickly jump to a desired section by clicking one of the navigation links listed on the right side of the page.
Table 3-3 (Cont.) Store - Fields and Description
| Fields | Description |
|---|---|
| 10 Character Name | Enter up to 10 character abbreviation for the store. This field is a required field. |
| Secondary Name | Enter the secondary name for the store. |
| Currency | Enter, select or search for the currency code. This field is a required field. |
| Channel | Enter, select or search for the channel of business to which the store belongs. This field is a required field. |
| District | Enter, select or search for the district ID. This field is a required field. |
| Manager | Enter the name of the store manager. |
| Phone | Enter the phone number. |
| Fax | Enter the fax number. |
| Enter the email address. | |
| Historical Basis 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.The Historical Basis Store allows you to create a store with the same assortment of items as another store. Also, you can choose to copy replenishment information, delivery schedules, and dates when closed as well as items on clearance from the existing store to the new store. |
| Like Store | Enter, select, or search for the store number. Information from this store is copied to the new store, such as item/location relationships and, optionally, the store’s delivery schedule, clearance items, and replenishment settings. |
| Delivery Schedule | SelectDelivery Scheduleto copy delivery schedules from the Like Store. |
| Activity Schedule | SelectActivity Scheduleto copy the activity schedule from the Like Store. |
| Clearance Item | SelectClearance Itemsto copy items on clearance from the Like Store. |
| Replenishment Information | Select theReplenishment Informationto copy the replenishment information from the Like Store. |
Locale
The store’s locale-related information is displayed and entered in the Locale section. If information has already been entered in the section, it will display in a read-only format upon entering the page. To edit the information, click the Edit button in the upper right corner of the section. This will display the section in an input state where the fields are enabled for entry and edit. After changes are made to return to the read-only state, click the Update button to save changes or the Cancel button to discard all edits.
Opening / Closing
Sales Processing
Store Conditions
Store Hours
Regular Hours - Local Time
Sunday
closed
x o Edit
Monday 10:00 am - 8:00 pm Tuesday 10:00 am - 8:00 pm Wednesday 10:00 am - 8:00 pm Thursday 10:00 am - 8:00 pm Friday 10:00 am - 8:00 pm Saturday 12:30 pm —5:00 pm
Store Hours
Regular Hours - Local Time Time
Manage Warehouses
Editing a Warehouse
To edit a warehouse, follow the steps below.
1. To edit a warehouse, you can initiate the process from the Stores and Warehouses page.
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On the Locations Destination landing page, click the Stores and Warehouses card. Alternatively, from the Home Experience select Stores and Warehouses from the Product Map or Suggestions list view. The Stores and Warehouses page appears.
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Enter keywords or select filters in the Ask Oracle search bar at the top of the page to filter the locations displayed on the page. When you find the warehouse, you wish to edit, from the Card View, click the Edit button on the warehouse card, or from the Table View, select Edit from the Action menu on the row. The Warehouse page appears.
2. Edit the fields, if necessary. 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.
The main content area in this page is organized into several sections, allowing you to handle every aspect of warehouse management from a single page.
Table 3-14 (Cont.) Physical Warehouse Section – Fields and Description
| Field | Description |
|---|---|
| Inbound Handling Days | Enter the number of days that the warehouse requires to receive any item and move the item to the shelf, so that it is ready to be picked. Next Day indicates that the if a location is closed, the warehouse will deliver on the next day. Next Valid Delivery Day indicates that the warehouse will wait until the next scheduled delivery day before delivering the item. |
| Delivery Policy | Select a delivery policy from the list. |
| Zoning Location section: | |
| This section is only available, w | hen you create a new warehouse |
| Cost Location Type | Select a cost location type from the list. |
| Cost Location | The location ID field enables when the cost location type is selected. Enter, select or search for the location |
| Break Pack Warehouse checkbox | Select the checkbox to indicate that the warehouse is capable of distributing less that the supplier case quantity. |
| Redistribution Warehouse checkbox | Select the checkbox to indicate that the warehouse distributes to other warehouses. |
| Tax Region | Enter, select or search for a VAT region for the warehouse. This field is a required field. |
| Tax ID | Enter the Tax Identification number to be associated with the warehouse. |
| 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. |
| Reporting Level Type | Select a reporting level type from the list. |
| Reporting Level | The reporting level field enables when the reporting level type is selected. Enter, select or search for the organizational hierarchy ID. |
Addresses
The warehouse’s addresses are displayed and entered in the Addresses section. If information has already been entered in the section, it will display in table list upon entering the page.
For details on creating and maintaining addresses, see the Manage Location Addresses section.
Virtual Warehouses
The Virtual Warehouses section 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.
Table 3-15 Information on a Parent/Child Card
| Information | Description |
|---|---|
| Primary | The blue badge displays on the virtual warehouse that is marked as the primary virtual warehouse for the physical warehouse |
| Channel/Org Entity Type | The overline displayed next to the Primary badge shows the org entity type when it is an importer or exporter, and the channel description when it is a regular virtual warehouse. |
| Name | Displays the name of the virtual warehouse with its associated identifier in parentheses. |
| Operational Flag | Displays the stock holding, finisher and customer order location flags. |
| Planning & Control Flags | Displays the protected, restricted and forecastable flags. |
Add Virtual Warehouses
To add a virtual warehouse to a physical warehouse, follow the steps below.
1. In the Virtual Warehouses section, click Create button. The New Virtual Warehouse drawer appears. The drawer organizes related attributes into sections – Header, Financial, Inventory, Services and Custom Flex Attributes (CFAS).
5. In the Secondary Name field, enter the secondary name for the warehouse.
6. In the Org Entity Type field, select the org entity type from the list. This field is a required field.
7. In the Channel field, enter, select or search for a channel. This field is a required field.
8. In the Virtual Warehouse Type field, select a warehouse type from the list. This field is a required field.
9. In the In the Financials section, enter the following details:
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In the Transfer Entity field, enter, select or search for the transfer entity. This field is a required field.
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In the Org Unit field, enter, select or search for the org unit. This field is a required field.
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In the Legal Entity field, enter the legal entity.
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In the Pricing Location field, enter, select or search for the pricing location ID. This field is a required field when Org Entity Type field is selected as Regular Warehouse.
10. In the In the Inventory section, enter the following details:
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Set the Stock Holding switch ON to indicate that the warehouse is a stock holding one.
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In the Default Warehouse field, enter, select or search for the warehouse.
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In the Rounding Warehouse field, enter select or search for the warehouse.
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Set the Protected switch ON 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.
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Set the Restricted switch ON to indicate that the virtual warehouses is restricted from receiving stock during an inbound transaction.
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Set the Forecast switch ON to indicate that the warehouse should be included in forecast calculations.
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Set the Replenishment switch ON to indicate that the virtual warehouse is included in the net inventory calculations for the replenishable warehouse.
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In the Replenished Warehouse Link field, enter, select or search for the corresponding link.
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In the Source Sequence field, enter the order from which the inventory is sourced from the linked warehouses.
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Set the Investment Buy Warehouse switch ON to indicate whether the warehouse is an investment buy warehouse.
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In the Investment Buy Warehouse Link field, enter, select or search for the corresponding link.
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Set the Clear Inventory on Receipt switch ON to indicate that the investment buys inventory should be automatically transferred to the turn (replenishable) warehouse when an order is received by the turn warehouse.
Note
If you select Regular Warehouse as the Org Entity Type, the Stock Holding checkbox is selected and disabled. You can not deselect this checkbox.
11. In the Services section, enter the following details:
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Set the Finisher switch ON to indicate that the warehouse is a finisher location.
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Set the Customer Order Location switch ON to indicate that the warehouse is a location where the customer places orders.
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Set the Customer Shipping switch ON to specify if the warehouse supports shipping to the customer for customer orders.
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Set the Gift Wrapping switch ON to specify if the warehouse supports gift wrapping.
12. In the Customer Flexible Attributes – Group Sets section, define Custom Flexible Attributes (CFAS) for the virtual warehouse.
13. Then choose one of the following options.
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Click Create to save the current address and close the drawer.
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Click Cancel to reject all entries and close the drawer.
Edit Virtual Warehouses
To add a virtual warehouse to a physical warehouse, follow the steps below.
1. In the Virtual Warehouses section, choose Edit action button in the virtual warehouse card you wish to edit. The Virtual Warehouse drawer appears.
5. In the Country field, enter, select, or search for the country. This field is a required field.
6. By default, the Address field is displayed, allowing you to search for an address.
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Enter an address to view matching results within the selected country, then choose from the suggested list.
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The selected address also automatically populates the related latitude and longitude details.
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If needed, switch to manual entry by selecting “Enter an address” from the Address field dropdown.
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To modify a selected address, click the Edit action link to access individual fields for manual updates.
7. Use the manual entry form to enter a new address or refine a previously selected one.
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In the Address Line 1/2/3 fields, enter the full address. The Address Line 1 field is a required field.
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In the City field, enter the city in which the store is located. This field is a required field.
- This field can have a different label, or may be ordered differently per the countrylevel address configuration. More details on the country address configuration can be found in the “Countries” section of the Oracle Retail Merchandising Foundation Implementation Guide.
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In the State field, select a state from the list.
- This field can have a different label, or may be ordered differently per the countrylevel address configuration. More details on the country address configuration can be found in the “Countries” section of the Oracle Retail Merchandising Foundation Implementation Guide.
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In the Postal Code field, enter the postal code of the store.
- This field can have a different label, or may be ordered differently per the countrylevel address configuration. More details on the country address configuration can be found in the “Countries” section of the Oracle Retail Merchandising Foundation Implementation Guide.
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Select the Primary Address checkbox to indicate that the current address is a primary address.
8. Enter geographic coordinates:
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In the Latitude field, enter the latitude of the address location.
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In the Longitude field, enter the longitude of the address location.
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In the Jurisdiction field, enter, select or search for the jurisdiction of the country-state relationship.
9. In the Contact information section, you can enter the following details:
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In the Name field, enter the name of the contact person at this address.
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In the Phone field, enter the phone number of the contact.
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In the Phone 2 Type field, select a type.
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In the Phone 2 field, enter a phone number for the selected type.
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In the Phone 3 Type field, select a type.
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In the Phone 3 field, enter a phone number for the selected type.
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In the Email field, enter the email address.
10. Then choose one of the following options.
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Click Create to save the current address and close the drawer.
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Click Cancel to reject all entries and close the drawer.
Creating an Address from Existing
To create a new address from an existing address, follow the steps below.
1. In the Addresses list, choose Copy from the Overflow menu next to the address you wish to copy. The New Addresses drawer appears.
2. In the Address Type field, select the type of address you wish to create using the information from the copied address.
3. Select the Primary Address checkbox to indicate that the current address is a primary address for the selected type. The field is enabled if a primary address already exists for the selected address type, allowing you to choose a new primary address. If no primary address exists, the Primary Address field is automatically selected and disabled.
4. The Copy Address to all Required Address Types checkbox, indicates that the current address information is added to each required address type that does not yet have an address defined. This checkbox will be hidden if all required address types already have an address. When displayed, this checkbox is selected by default.
5. The address and contact fields enable and display the copied data from the selected address. Change the entries as necessary.
6. Then choose one of the following options.
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Click OK to save the current address and close the page.
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Click OK and Add Another to save the current address and add additional entries.
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Click Cancel to reject all entries and close the page.
Editing an Address
To edit an address, follow the steps below.
1. In the Addresses list, choose Edit from the Overflow menu next to the address you wish to edit. The Address drawer appears.
2. The Address Type field displays the type of address. You cannot edit this field.
3. Select the Primary Address checkbox to set the current address as the primary address for the selected address type. If the address is already designated as the primary address, the Primary Address field is disabled.
4. Edit the address and contact fields as necessary.
5. Then choose one of the following options.
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Click Save to save the changes and close the drawer.
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Click Cancel to reject all entries and close the drawer.