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Searching for an Ownership Change Through the Basic Search Criteria
To search for an ownership change by using basic search criteria:
1. Enter, select or search for one or all of the following basic search criteria.
Table 3-1 Ownership Change Search - Basic Search Criteria and Description
| Fields | Description |
|---|---|
| Ownership Change | Enter the ownership change ID. |
| Description | Enter the ownership change transaction description. |
| Type | Select type of ownership change transaction. Options are: • Owned to Consignment • Owned to Concession • Consignment to Owned • Concession to Owned ‘ • Update Primary Supplier • Update Pricing Control |
| Effective Date | Enter or select the effective date of the ownership change transaction |
| Status | Enter or select the status of the ownership change transaction. |
| Supplier Site | Enter or select the supplier site of the ownership change. |
| Item | Enter or search for an item. |
| Location | Enter or select the location of the ownership change. |
| Error Exists | Select whether the ownership change contains errors. Options are Yes or No. |
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 (Classic View) .
3. Click Search . The ownership change 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 (Classic View) .
6. Click Done to close the page.
Searching for an Ownership Change Through the Advanced Search Criteria
To search for an ownership change through the advanced search criteria:
1. Enter or select one or all of the advanced search criteria.
2. To narrow down the search, use the list next to the search fields. For example, determine if the entered value should equal or not equal the search result.
3. Click on the Saved Search list to select one of the saved search criteria. Selecting a saved search populates the search section with the saved search criteria. If the run automatically function is enabled for the search, the search is executed immediately.
You can also personalize your saved searches by selecting Personalize . The Personalize Saved Searches page appears.
For more information about the Personalized Saved Search, see Personalize Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide (Classic View) .
4. Click Search . The ownership changes 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 (Classic View) .
7. Click Add Fields to add more fields for the advanced search. To remove the field from the search, click the x right next to the field.
8. Click Reorder to change the order of the available search fields. The Reorder Search Fields page appears.
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Select the desired search field and use the up and down arrows to rearrange the order of the fields.
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Click OK to confirm the new order of the fields and close the page.
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Click Cancel to reject any changes and close the page.
9. Click Done to close the page.
Create Ownership Change
To create an ownership change:
1. From the Tasks menu, select Item > Consignment/Concession > Create Ownership Change . The Create Ownership Change pop-up appears.
Note
This field is only displayed when the Selected Locations checkbox is checked.
- Copy Details to All Items – Check this option to Copy the current detail to other items on the ownership change.
Approve Ownership Change
After an ownership change is created in Merchandising, it needs to be approved. Depending on your organization and process, the person to create and approve the item may be different. In that case it first needs to be submitted and then approved. This workflow facilitates accountability and shared responsibility. An ownership change can be submitted by using the status button on the screen. This button label shows the most logical next step in the approval flow. If there are other actions possible, they can be accessed through the Actions dropdown menu. For example, when an ownership change is in worksheet status, the button label is Approve and the Submit option is available in the dropdown. However, when an ownership change is in submitted status, the label of the button is Approve and the additional action available in the dropdown is Worksheet. If the ownership change is in Approved status the button label is Worksheet and there are no items in the Action dropdown menu. When the status is Processed, there is no further action possible and there is no button.
When an ownership change is approved, there are a number of validations that are carried out by merchandising to ensure successful creation of such transaction. If any item or location does not fulfill the validation criteria, this will result in Approval Error and such items/locations will be written to the Ownership Change Approval Error screen. The ownership change transaction will remain in the submitted status and there will be an error symbol next to the item/location in the respective table and also next to Ownership Change in the page header as hyperlink to open Ownership Change Approval Errors screen.
Review Approval Errors
The Ownership Change Approval Errors screen allows you to view the reasons why an ownership change cannot yet be approved. This screen will show all the item/locations that do not fulfill the validation criteria or the items that do not have any location specified in the ownership change screen. User can choose and delete item/locations listed here. Once deleted on this screen, they will also be deleted from the Ownership change screen tables.
You can access this screen by clicking the Error icon in the Items or Location table or Error icon at the page header on the Ownership Change screen.
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From the Items table – If this screen is accessed by clicking the error icon in the Items table then the table in the screen will list only the items and associated locations for which is error icon was clicked.
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From the Locations table – If this screen is accessed by clicking the error icon in the Locations table then the table in the screen will list only the particular location for which is error icon was clicked.
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From the page header – If this screen is accessed by clicking the error icon in the page header then the table in the screen will list all the items and associated locations with errors.
In this guide
- Guide: Items Management User Guide
- Previous: 2 Reclassify Items
- Next: 4 Manage Item Lists