4 Manage Item Lists

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Searching for an Item List

To search for an item list:

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

2. You can search for an item list by using basic or advanced search criteria, depending on the requirement. The basic mode is the default search mode.

• Click Advanced to access the search section in advanced mode.

• Click Basic to return to the basic mode.

Searching for an Item List Through the Basic Search Criteria

To search for an item list by using basic search criteria:

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

Table 4-1 Item List Search - Basic Search Criteria and Description

Fields	Description
Matchoption	Check radio button All or Any. All - only item lists matching all entered search criteria are shown. Any - item lists matching any of the entered search criteria are shown.
Item List	Enter the item list ID.
Description	Enter the item description.
Type	Select a type from the list.
Created Date	Enter a created date or use the Calendar icon to select a date.
Created By	Select the desired user from the list.
Item	Enter or search for an item.
Item Description	Enter the item description.

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 item 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 Item List Through Advanced Search Criteria

To search for an item 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.

Table 4-2 Item List Search - Advanced Search Criteria and Description

Fields	Description
Item List	Enter the item list ID.
Description	Enter the item description.
Type	Select a type from the list.
Created Date	Enter a created date or use the Calendar icon to select a date.
Created By	Select the desired user from the list.
Item	Enter or search for an item.
Item Description	Enter the item description.
Division	Enter, select or search for the division.
Group	Enter, select or search for the group.
Department	Enter, select or search for the department.
Class	Enter, select or search for the class.
Subclass	Enter select or search for the subclass.
Batch Rebuild	Select All, Yes or No to specify whether the search results should contain item lists that are specified to be rebuilt by nightly batch or not or all.

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 (Classic View) .

4. Click Search . The item 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 (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.

• 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 item lists. The Results table shows the following columns by default.

• Item List ID

• Description

• Type

• Total Items

• Created Date

• Created By

Create an Item List

The Create Item List option opens the Item List page. In the Item List page you can create, edit, and view basic information about an item list.

You can indicate whether the item list is static or dynamic. The ID of the user who created the item list and the date on which it was created are displayed in this page. The number of items that make up the item list are also displayed. You can use this page for mass change or mass creation.

The Item List page contains the following sections.

• Item List Header

• Allowed Hierarchies

Note

This section is only available, if the Data Level Security is enabled.

Creating Item Lists

To create an item list, follow the steps below.

1. From the Task menu, select Foundation Data > Items > Create Item List . The Item List page appears.

2. The Item List field displays the generated list ID. Enter the description for the item list in the field next to the item list ID.

3. In the Comments field, enter comments for the list, if necessary.

4. Select the Static checkbox, as necessary.

Note

If you create a static item list, you cannot rebuild the list on demand.

5. Select the Private checkbox to indicate whether the user level security for an item list is enabled or disabled.

If the user level security is enabled, only the person who created the item list can select the list for transactions.

6. Select the Batch Rebuild checkbox if you wish this item list to be picked by the nightly batch to be rebuilt. This checkbox is available only for item lists that are not static.

7. The Total Items field, lists the total number of items on the item list.

8. If the Allowed Hierarchy section is enabled. Add a merchandise hierarchy to the item list, for which the list is available.

Note

This section is only available, if the Data Level Security is enabled.

9. In the Area field, enter, select or search for the organizational value for which you have access.

10. Then select Actions > Add , or use the Add icon. The Allowed Merchandise Hierarchy page appears.

• a. In the Group Type field, select a group type from the list.

• b. In the Department field, enter, select or search for a department.

• c. In the Class field, enter, select or search for a class.

• d. In the Subclass field, enter, select or search for a subclass.

• e. Then choose one of the following options.

  • Click OK to save the hierarchy and close the page.

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

  • Click Cancel to reject all entries and close the page.

11. Then add items to the list. Select More Actions > Items . The Item List Items page appears.

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• a. Select one of the following actions

  • Add All

Adds the attribute to all items of the selected item list.

• Add Where Not Exists

Adds the attribute only to items where the attribute does not yet exist.

• Change

Changes the attribute for the items on the item list.

• Delete

Deletes the attribute from all items on the item list.

• b. In the UDA field, enter, select or search for the desired attribute.

• c. In the UDA Value field, enter, select or search for the value.

• d. Then choose one of the following options.

  • Click OK to update the attribute in the item list.

  • Click OK and Add Another to update the attribute and add additional ones.

  • Click Cancel to reject all entries and close the page.

Adding Dates for User Defined Attributes

To add, change or delete dates for user defined attributes, follow the steps below.

1. In the Dates section, select Actions > Add , or use the Add icon. The Add, Change, or Delete page appears.

• a. Select one of the following actions

  • Add All

Adds the date to all attributes.

• Add Where Not Exists

Adds the date only to attributes where no date yet exists.

• Change

Changes the dates for the selected attribute.

• Delete

Deletes the date from the selected attribute.

• b. In the UDA field, enter, select or search for the desired attribute.

• c. In the Date field, enter the desired date or use the Calendar icon to select a date.

• d. Then choose one of the following options.

  • Click OK to update the date in the item list.

  • Click OK and Add Another to update the date and add additional ones.

  • Click Cancel to reject all entries and close the page.

Adding Text for User Defined Attributes

To add, change, or delete text for user defined attributes, follow the steps below.

1. In the Free Form Text section, select Actions > Add , or use the Add icon. The Add, Change, or Delete page appears.

• a. Select one of the following actions

  • Add All

Adds the text to all items on the item list.

• Add Where Not Exists

Adds the text only to items on the item list where no text yet exists.

• Change

Changes the text for the items on the selected item list.

• Delete

Deletes the text from all items of the selected item list.

• b. In the UDA field, enter, select or search for the desired attribute.

• c. In the Text field, enter the desired text.

• d. Then choose one of the following options.

  • Click OK to update the text for the items of the list.

  • Click OK and Add Another to update the text and add additional ones.

  • Click Cancel to reject all entries and close the page.

Changing Seasons

The Change Seasons page allows you to change the seasons and phases for all items in an item list. You can add, change, or delete existing seasons and phases.

The Change Season page contains the following sections.

• Header

The header displays the item list ID and description.

• Change Seasons Table

Deleting Seasons and Phases

To delete a season and phase, follow the steps listed below.

1. Select Actions > Add or use the Add icon. The Add, Change, or Delete Season/Phase page appears.

2. Select Delete .

3. In the Season field, enter, select or search for the season you want to delete.

4. In the Phase field, enter, select or search for the phase you want to delete.

5. Then choose one of the following options.

• Click OK to save the changes and close the page.

• Click OK and Add Another to maintain additional entries.

• Click Cancel to reject all entries and close the page.

Scheduled Item Maintenance

The Scheduled Item Maintenance page is used to view or edit lists of item list/location list links. After linking an item list with a location list, you may specify a date to use the item/location list as part of a scheduled item maintenance update.

Item lists are set up by selecting items either individually or by a group characteristic.At any time you may add items to or delete items from an item list. Item lists may also be linked with Location Lists using the Scheduled Item Maintenance page.

You can add items to a list one by one, or you can enter criteria in order to group the items. It becomes much simpler to apply changes to multiple items when the items are grouped on an item list.

The item list feature allows you to create, copy, edit, view, and use a group of items that are identified by one ID.

Creating a Schedule

The Item/Loc Update page allows you to maintain and view lists of item list/location list links. After linking an item list with a location list, a date to use the item/location list as part of a scheduled item maintenance update should be specified.

To add an item/loc list link:

1. From the Tasks menu, select Items > Scheduled Item Maintenance > Create Scheduled Item Update . The Item/Loc Update page appears.

5. In the Status field, select the status that will be applied to this link on the effective date.

6. Then choose one of the following options.

• Click OK to add the schedule detail to the table and close the page.

• Click OK and Add Another to add additional effective dates.

• Click Cancel to reject all entries and close the page.

Manage Item/Loc Update Page

To maintain an item/loc list link:

1. From the Tasks menu, select Items > Scheduled Item Maintenance > Manage Scheduled Item Updates . The Item/Loc Update page appears.

2. In the Item Location Link section, enter the following details:

• In the Item/Location Link ID field, enter a name for the link you are creating. The ID number will be created by Merchandising.

If you enter the item/location link, the item list, the location list and scheduled details default to the values of the item/location link.

• In the Item List field, enter an item list ID, select or search for an ID.

• In the Location List field, enter a location list ID, select or search for an ID.

Note

You will only be able to add item and location lists that do not have user security, or created by you.

3. In the Schedule Detail section the effective dates and statuses are displayed.

For more information about the Item/Loc Update page, see the Scheduled Item Maintenance section.

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In this guide

• Guide: Items Management User Guide
• Previous: 3 Change Ownership of Items
• Next: 5 Item Foundation Data