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7. Check the Consignment Vendor Order checkbox if the Order being created is based on staged consignment transaction data and being entered into Merchandising specifically for purposes of Invoicing.

Note

These Orders will include only consignment items and will support specifying values of Cost on the Order for these items. Once the Orders are approved, shipment entries will be created automatically corresponding to the quantities on the Order and the Order will be marked Closed.

8. In the Location field, select the location type from the drop down list, for example, Store or Warehouse. Then the location list is enabled. Enter, select or search for the corresponding location.

Note

The Location field is only shown, if you check the Single Location Order check box.

If you select the Single Location Order check box, a location is required to create a purchase order.

9. In the Import Country field, enter, select or search for the import country.

Note

When you create an import order, make sure all locations on the order exist within the import country.

10. In the Department field, enter, select or search for the department.

11. After you have entered all the information for the order, you have the following options.

Click OK to create the purchase order and close page. The Order page opens in a new tab. For more information about the order page, see the Define/Enter a Purchase Order section.
Click Cancel to reject all entries and close the page.

Define/Enter a Purchase Order

The Order page allows you to edit and view purchase orders. You can select special characteristics for a purchase order. Depending on which characteristics you select, you may be prompted to enter additional information.

Some of the special characteristics may be:

If you create an import order and pay by letter of credit, you must provide additional information for the letter of credit.
If you create an order for a prepack, you must provide the details for the prepack.
If you create a purchase order for a customer, you must provide customer details.

Table 2-1 (Cont.) Order or Import Order Section Fields and Description

Field	Description
Location	This field displays the location, when the order is a single location order. The location can only be selected in the Create Order page. Once you have selected the location in the Create Order page, you can no longer change the entry.
Department	This field displays the department. A department entered at this level signifies the order is a single department order. The department can only be selected in the Create Order page. Once you have selected the Department in the Create Order page, you can no longer change the entry.
Currency	Enter, select or search for a currency for the order from the list. The Currencyfield is a required field.
Exchange Rate	This field shows the exchange rate conversion between the Order currency and the currency of locations on the Order. You can update the Exchange Rate when the Order currency differs from the currency of the locations on the Order. If you click the Edit Exchange Rate icon, the Edit Exchange Rate page opens. For more details, see the Editing an Exchange Ratesection.
Terms	Enter, select or search for the payment terms, for example, Net 30 Days.
Pay Method	Select the payment method, for example, Wire Transfer or Letter of Credit.
Invoice Location	The store or warehouse where the invoice is issued. This field is only enabled for import purchase orders.
Vendor Order	Enter the Vendor Order number.
EDI	Select the EDI check box, if the data exchange between retailer and supplier are done via electronic data interchange.
Pre Mark	Select the Pre Mark check box, if the supplier has agreed to break orders into separately marked boxes that can be shipped directly to stores.
QC Required	Select the QC Required check box, if quality control is required for shipments.
Not Before Date	Enter the date before which the order deliveries are not expected, or click the Calendar button to select the date.
Not After Date	Enter the date after which the order deliveries are not accepted, or click the Calendar button to select the date.
OTB End of Week Date	Enter the open to buy end of week date or click the Calendar to select the date.
Order Type	Select the Order Type from the list. Possible order types are: • ARB - Automatic replenishment of basic goods • BRB - Buyer replenishment of basic goods • Customer Order • N/B - Order of non-basic goods If you have created a customer order, this field is defaulted to order type Customer Order and can not be changed. For more information about how to create a Customer Order, see the Create a Customer Order section. TheOrderType field is a required field.

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Total Order Cost 190.0000

	CAD	USD
Total Order Cast	190.0000	164.16
Expenses	190.0007	164.16
Duty	0.0000	0.00
Landed Cost	360.0007	328.32
Outstanding Cost	190.0000	164.16
Cancelled Cost	0.0000	0.00
Discount% Off	0.0000	0.0000
Backhaul Allowance
Markup % Retail (Excl. WAT)	-89.98	-69.98
Total Retail (Excl. WAT)	200.02	v2.82
Total VAT	20.0020	17.28
TotalRetail(Incl.WAT)	270.02	190.70

Table 2-2 Totals Hover Page Fields and Description

Fields	Description
Total Order Cost	This field shows the total cost of the order.
Expenses	This field shows the value of the expenses occurred for this order.
Duty	This field shows the duties, taxes, and fees the retailer must pay to import the goods on this purchase order.
Landed Cost	This field shows the sum of the cost, duty, and expenses for the shipments of the purchase order.
Outstanding Cost	This field shows the amount that is still open for this order.
Cancelled Cost	This field shows the value of any cancelled merchandise on the order.
Discount % Off	This field shows the price reduction in %.
Backhaul Allowance	The Backhaul Allowance is only displayed when you select the purchase type backhaul in the Shipping Information section.
Markup % Retail	This field shows the markup in %. When the retailer uses Simple VAT or Global Tax, this value excludes VAT.
Total Retail	This field shows the total retail value of all items on the purchase order, excluding the VAT amount. When the retailer uses Simple VAT or Global Tax, this value excludes VAT.
Total VAT	This field shows the total VAT of the purchase order. This field only displays, if the retailer uses Simple VAT or Global Tax.
Total Retail (Incl. VAT)	This field shows the total retail value of all items on the purchase order, including the VAT amount. This field only displays, if the retailer uses Simple VAT or Global Tax.

If the order currency is different from the system’s primary currency, the totals will be displayed in both currencies, otherwise only the order currency is shown.

Shipping Information

The Shipping Information section contains the following fields.

Table 2-3 Shipping Information Section fields and Description

Field	Description
Purchase Type	Select the purchase type, such as Free on Board or Backhaul.
Pickup Date	Enter the pick up date or click the Calendar button to select a date.
Backhaul Allowance	TheBackhaul Allowancefield is only displayed, if the purchase type is Backhaul, otherwise the field is not available. • In theBackhaul Allowancefield, select the Backhaul Allowance type. • If you select the Backhaul Allowance type Flat Fee, the input field next to the type is enabled. Enter the corresponding fee in the input field.
Pickup Location	ThePickup Locationfield is only available, if the purchase type is Pickup. Enter the pickup location.

Table 2-3 (Cont.) Shipping Information Section fields and Description

Field	Description
Pickup No.	ThePickup No.field is only available, if the purchase type is Pickup. Enter the pickup number.
Freight Terms	Enter, select or search for the freight terms. For example, select 2% of Total Cost.
Freight Payment Method	Select the freight payment method. For example, select Prepaid Only.
Freight Contract	Enter the freight contract number.
Transportation Responsibility	The transportation responsibility refers to the location point where the buyer becomes responsible for transportation related costs. • In theTransportation Responsibilityfield, select the Transportation Responsibility type. For example, select City and State. Then the Transportation Responsibility location field is enabled. • Enter the Transportation Responsibility location.
Title Pass Location	The title pass location, refers to the location where the ownership of the goods changes from the seller to the buyer of the goods. • In theTitle Pass Locationfield, select the Title Pass Location type. Then the Title Pass Location field is enabled. • Enter the Title Pass Location.
Import Country	Enter, select or search for the import country of the goods.
Shipment Method	Select the shipment method. For example, select Rail Container.
Earliest Ship Date	Enter the earliest ship date or click the Calendar button to select a date.
Latest Ship Date	Enter the latest ship date or click the Calendar button to select a date.
Appointment Date/Time	Enter the appointment date or click the Calendar button to select a date.
Estimated In Stock Date	Enter a date or click the Calendar button to select an estimated date.
Lading Port	The port where goods are loaded onto the vessel. Enter, select or search for the lading port of the goods.
Discharge Port	The location where the goods are unloaded from the shipment vessel. Enter, select or search for the discharge port of the goods.
Clearing Zone	The field Clearing Zone is available only if the import country has one or more clearing zones outside a location. Enter or select the clearing zone.

Partners

In the Partners section you can enter additional partner information. This section contains the following fields. For more information, see Partners in the Oracle Retail Merchandising Data User Guide .

Table 2-4 Partners Section Fields and Description

Field	Description
Factory	Enter, select or search for the factory information.

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Table 2-5 (Cont.) More Actions Menu - Buttons and Description

Action Buttons	Description
	• Supplier Details Opens the Supplier Site page, displaying supplier information such as the supplier’s address.
	• Order Revisions Opens the Order Revisions page.
	• Appointments Opens the Appointments page.
	• Order Shipments Opens the Shipment List page.
	• Required Documents Opens the Required Documents page.
	• Order Detail Report Displays the Order Detail report in a new tab.
	• Timelines Opens the Timeline page. For more information about Timelines, see the Import Management chapter, section “Timelines”.
	• Work Orders for Purchase Orders The menu item Work Orders opens a submenu. SelectCreateto create a new work order for the current purchase order. SelectManageto edit an existing work order for the current purchase order.
	• Letter of Credit Opens the Order Letter of Credit page.
	• Recalculate Order Totals Opens the Order Recalculation page.
	• Inventory Management
	Opens the Inventory Management page.
	• Deal Summary
	Opens the Deal Summary page.
	• Order Detail Report The Order Details Report button displays the Order Detail report in a new tab.

Editing an Exchange Rate

The Edit Exchange Rate page allows you to view and maintain exchange rates for a selected currency. The exchange rates are used to convert monetary amounts from the Order Currency to the currency of the Locations on the Order. You can only edit the exchange rate when the order’s currency is different from that of the Locations on the Order.

To edit the displayed exchange rate, follow the steps listed below.

1. Click the Edit Exchange Rate icon

Order Dates	@
Written Date	2/8/2016
Original Approval Date	2/8/2016
Closed Date
	OK

Deleting Required Documents from a Purchase Order

To delete a required document to a purchase order follow the steps below.

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

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

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

4. In the Order No. column, click the order number link, or mark a record and select Actions

Edit , or use the Edit icon . The Order page opens.

5. In the Toolbar, select More Actions > Required Documents . The Required Documents page opens.

6. In the table select the document you want to delete. The selected record is marked blue.

7. Select Actions > Delete or use the Delete icon.

8. You are prompted to confirm that you want to delete the selected document.

Click Yes to delete the selected document. The document is deleted from the table.
Click No to keep the selected document. The document is still shown in the table.

9. After you have deleted all desired documents from the table, you have the following options.

Click Save to save the document changes for the purchase order and remain in the Required Documents page.
Click Save and Close to save the document changes for the purchase order and exit the Required Documents page.
Click Cancel to reject all the document changes for the purchase order and exit the Required Document page.

Viewing Required Documents of a Purchase Order

To view required documents of a purchase order follow the steps below.

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

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

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

4. In the Results section, select a record.

5. Next select Actions > View . The Order page opens.

6. In the Toolbar, select More Actions > Required Documents . The Required Documents page opens. The documents for the selected purchase order are displayed.

7. Click Done to exit the Required Document page.

11. In the Letter of Credit Group field, enter the letter of credit group.

12. In the Merchandise Description , enter a description of the goods.

13. If necessary select the following check boxes:

Attached to Letter of Credit
Transshipment
Partial Shipment

14. Click the Letter of Credit button to navigate to the Letter of Credit head page. For more information about Letter of Credit, see the Import Management chapter, section “Letter of Credit Window”.

15. After you have entered all Letter of Credit information, you have the following options.

Click Save to save the entered Letter of Credit information for the purchase order and stay in the Order Letter of Credit page.
Click Save and Close to save the entered Letter of Credit information for the purchase order and exit the Order Letter of Credit page.
Click Cancel to reject all Letter of Credit entries and exit the Order Letter of Credit page.

Viewing Letter of Credit Information

To view letter of credit information follow the steps below.

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

2. Search for and retrieve a purchase order. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The search results are shown in the Results section.

4. In the Results section, select a record.

5. Next select Actions > View . The Order page opens.

6. In the Toolbar, select More Actions > Letter of Credit . The Order Letter of Credit page opens. The Letter of Credit information for the selected purchase order is displayed.

7. Click the Letter of Credit button to navigate to the Letter of Credit page. For more information about Letter of Credit, see the Import Management chapter, section “Letter of Credit Window”.

8. Click Done to close the Order Letter of Credit page.

Ordering Prepacks

To create a purchase order for a pack item follow the steps below.

1. From the Tasks menu, select Orders > Create Order . The Create Order page opens.

Note

When creating an import order, make sure that the import country and the import location are the same.

9. In the Departmen t field, enter, select or search for the department.

10. After you have entered all the information for the order, you have the following options.

Click OK to create the purchase order and close the Create Order page. The Order page opens in a new tab. Refer to step 11 to complete the purchase order.
Click Cancel to reject all entries and close the Create Order page.

11. In the Order page enter or edit the enabled fields, as necessary. For more information see the Define/Enter a Purchase Order section.

12. In the Order Head section, you need to select the Order by Prepack check box to create an order for a pack item.

Note

To immediately add a prepack to the purchase order, click Details . The Order Distribution page opens. For more details about how to add a prepack to a PO, see the Adding a Prepack to the Purchase Order section, step 5.

13. To complete the order for a pack item, choose one of the following options.

Click Save to save the created purchase order for a pack item.
Click Save and Close to save the created purchase order for a pack item and close the Order page.
Click Cancel to reject all entries and close the Order page.

Adding a Prepack to the Purchase Order

To add a prepack to a purchase order follow the steps below.

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

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

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

4. In the Order No. column, click the order number link, or mark a record and select Actions

> Edit , or use the Edit icon . The Order page opens.

5. In the Toolbar, click Details to open the Order Distribution page.

6. Select Actions > Add or use the Add icon to add a prepack to the purchase order. The Add Item page opens.

4. In the Differentiations section click Actions > Add or use the Add icon to add differentiators to the prepack template. The Add Differentiator page opens.

5. In the Differentiator fields, for example, flavor, enter, select or search for the diff you want to add.

Note

If the item parent is assigned to a Diff ID instead of a Diff Group, then these fields are populated with the diffs of the item parent. You cannot edit these diffs.

6. In the Quantity field, enter the quantity that you want to distribute among the diff combinations.

7. To complete the entry of the diff details, choose one of the following options.

Click OK to add the differentiator to the Differentiator section and close the Add Differentiator page.
Click OK and Add Anothe r to add the differentiator to the Differentiator section and add additional diffs to the template.
Click Cancel to reject all entries and close the Add Differentiator page.

8. In the Prepack Creation page, click Build Cost to calculate the unit cost of the prepack.

9. Click Save and Close . A confirmation prompt is shown.

10. Confirm the prompt with Yes to create the diff combinations for the item parent. The Order Distribution page opens.

11. The Buyer or Vendor Pack is shown in the Order Distribution page.

Distributing the Prepack

In the Order Distribution page select a distribution method and enter the appropriate information in the page that opens.

To distribute the prepacks by location, click Location . The Location Distribution page opens. For more details, see the Distributing Items by Location section.
To distribute the items by store grade, click Store Grade . The Store Grade Distribution page opens. Fore more details, see the Distributing Items by Store Grade section.

Editing a Differentiator

In the Edit Differentiator page you can update the diffs, sequences and the quantity of each record in the Differentiator section.

To edit an existing differentiator in a prepack template follow the steps below.

In the Prepack Creation page enter the following information.

1. Select an entry in the Differentiator section.

2. Select Actions > Edit or use the Edit icon to update the selected differentiator. The Edit Differentiator page opens.

a. The Differentiator fields are populated with the diffs of the selected diff. Edit the fields, if necessary.

Note

All diffs that hold any value are disabled.

b. In the Quantity field, edit the quantity.
c. Select the Apply to All check box, to apply the quantity or set the value of a possible missing diff to the records in the Differentiator table with the same diffs.

Note

If the differentiator you are trying to apply already exists, you receive a corresponding message.

d. After all the necessary updates are made, choose one of the following options.
- Click OK to update the selected differentiator in the table and close the Edit Differentiator page. The system returns to the Prepack Creation page
- Click Cancel to reject all entries and close the Edit Differentiator page. The system returns to the Prepack Creation page.

3. In the Prepack Creation page, choose one of the following options.

Click Save and Close to save the updated prepack and return to the Order Details page.
Click Cancel to reject the prepack updates and return to the Order Details page.

Applying a Range

In the Apply Range page you can add the range, or apply the range for all records or to just the selected record in the Differentiator table.

To apply a range for a prepack template follow the steps below.

In the Prepack Creation page enter the following information.

1. Select an entry in the Differentiator section.

2. Select Actions > Apply Range or use the Apply Range button to add or update the differentiator of the selected record. The Apply Range page opens.

Note

If the differentiator you are trying to apply already exists, you receive a corresponding message.

a. In the Diff Range field, enter or select the desired diff range.
b. In the Quantity field, enter the quantity.
c. Depending on whether you want to add or update a range in the prepack template, choose one of the following check boxes.
- Select Add Range to add a new range to the prepack.
- Select Apply to Selected to apply the update range to a selected diff.
Select Apply to All to apply the range to all records in the Differentiator section with the same diffs.

Note

The Apply to All check box and the Apply to All button are only enabled, if a differentiator has already been added to the prepack template.

d. After you have added/updated the diff range, choose one of the following options.
- Click OK to apply the new/updated range to the prepack and close the Apply Range page. The system returns to the Prepack Creation page.
- Click Cancel to reject all entries and close the Apply Range page. The system returns to the Prepack Creation page.

3. In the Prepack Creation page, choose one of the following options.

Click Save and Close to save the updated prepack and return to the Order Details page.
Click Cancel to reject the prepack updates and return to the Order Details page.

Mass Update

In the mass update you can update the quantity of the records set in the diff filter. The quantity is applied to all entries with this diff value.

To carry out a mass update for diffs, follow the steps below.

1. In the Prepack Creation page, select Mass Update . The Mass Update page opens.

2. In the Apply Update To section. Update all necessary Diff fields.

Note

For item parents with assigned diff IDs, the Diff fields are populated and disabled.

3. If you select the Apply Update to All check box, all diffs are cleared and disabled. The entered quantity is applied to all entries.

4. In the Quantity field, enter the quantity.

5. After you have entered all necessary information, choose one of the following options.

Click OK to update the quantity for the diffs and close the Mass Update page. The system returns to the Prepack Creation page.
Click OK and Edit Another to update the quantity for the diffs and edit other diffs.
Click Cancel to reject all entries and close the Mass Update page. The system returns to the Prepack Creation page.

6. In the Prepack Creation page, choose one of the following options.

Click Save and Close to save the updated prepacks and return to the Order Details page.
Click Cancel to reject the prepack updates and return to the Order Details page.

Manage Order Contexts

Order context can be used to classify purchase orders in Merchandising. The list of valid order contexts is defined by a configurable list of codes and descriptions, which are managed 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, update, or remove order contexts, you will select the template type of Foundation from the Download Data screen and then the template Order Types . 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 2 sheets that can be modified - PO Types and PO Types TL. The main tab is the PO Types tab, which is where new order types can be created, and existing types can be updated or deleted. Optionally, you can also add translated values for order types in the PO Types TL tab.

Add an Order Context

To add a new order context, start in the PO Types tab, and, in a blank line in the template, select the action type of Create. Next enter the description for the PO type in the primary language (as defined in the Merchandising system options) of up to 120 characters and a unique code for the PO type of up to 4 characters.

If you wish to add order type descriptions in any other languages, then select the PO Types TL tab and in a blank row select an action type of Create. Then, enter the translated description, the same code added in the PO Types tab, and select the language the description is written in. The translated description can also be up to 120 characters long. This is an optional step.

Update an Order Context

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

The following columns can be updated in each tab:

PO Types – PO Type Desc
PO Types TL – PO Type Desc

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.

Delete an Order Context

If you wish to delete an order context because it is not used by your business any longer, update the action column to select Delete in each of the tabs where it occurs. This includes both PO Types and PO Types TL. Note that an order context cannot be deleted if it is currently associated with a purchase order, so an error will be raised if this occurs when the changes are uploaded.

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

Click Cancel to reject all entries and close the Add Item page. The system returns to the Order Distribution page.

Deleting All Items from a new Purchase Order

To delete all items from the created purchase order, follow the steps below.

1. In the Order Distribution page, select Actions > Delete All or use the Delete All button to delete all items from the Item table.

2. The system displays a warning prompt.

Click Yes to delete all items. All items are removed from the Item table.
Click No . The items are not deleted.

Distributing a Purchase Order

You have several options for distributing items when a purchase order is created. Before distributing items, you can filter the items in order to display a subset of the items. Any distribution instructions that you enter are then applied only to the subset of items.

The options for distribution may be:

First select whether you want to distribute the items by UOP or Standard UOM. Then choose one of the following options.

Distribution by individual diffs: Distribute items by the differentiator groups attached to it.
Distribution by diff matrix: Distribute items by any diff value associated with the purchase order.
Distribution by store grade: Select the final destinations by store grade group and store grade. Enter the distribution amounts by percentage or ratio.
Distribution by location: Select the final destinations one-by-one or by a list of values. Enter the distribution amounts by percentage or ratio.

Order Distribution Advanced Filter

The Order Distribution Filter page allows you to filter the items that appear on the Order Distribution page. You can then edit or distribute the resulting subset of items.

To filter the items on a purchase order follow the steps below.

1. To filter the items shown in the Item table, select Actions > Advanced Filter or use the Advanced Filter icon. The Order Distribution Advanced Filter page opens.

Distributing Items by Individual Diff

The Distribute by Diff page allows you to distribute an item by the differentiator groups attached to the item. The user may use differentiator ranges and ratios while performing the distribution or perform the process manually. For each selected differentiator, the distribution can be carried out on the basis of quantity, percentage or ratio.

To distribute an item by individual diffs, follow the steps below.

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

2. Restrict the search to orders with the status Worksheet.

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

4. In the Order No. column, click the order number link or select Actions > Edit, or use the Edit icon. The Order page opens in a new tab.

5. In the Toolbar, click Details . The Order Distribution page opens.

6. Add items to the purchase order. For more information about adding items to the purchase order, see the Adding Items to a Purchase Order section.

7. In the Distribute by section go to Differentiator. Select a diff from the list. The Differentiator Distribution page opens.

8. The Differentiator Distribution contains the following sections.

Header: The header contains the selected diff group.
Diff Range: The Diff Range section contains all the available differentiator values.
Diff Ratio: The Diff Ratio section shows applied differentiator values, once the values are selected.

9. To limit the available diffs, go to the Diff Range field and enter or select a diff range ID.

10. Click Apply . The Available Differentiator column now only contains diff IDs limited to the chosen range.

Note

To apply multiple diff ranges, choose more than one valid range.

11. In the Available Differentiator area, choose one of the following options.

Select a diff and click the right arrow button. The diff is moved to the Diff Ratio section to the Applied Differentiator column.
Select all diffs and click the move all right arrow button. All diffs are moved to the Diff Ratio section to the Applied Differentiator column.

Note

To deselect diffs, select the individual diff or all diffs. Then use the left arrow or move all left arrow buttons. The selected diffs move from the Applied Differentiator to the Available Differentiator column.

12. Select one of the following distribution methods.

Percent : Enter the percentage of the items you want for each diff.
Quantity : Enter the number of items you want for each diff.

Note

You can only distribute by quantity, if you did not enter a quantity in the Order Distribution page.

Ratio : Enter the proportion of the items you want for each diff.

Note

You can distribute the diffs and enter a percentage, quantity or ratio of zero (0).

13. After you have selected the diffs and the distribution method, choose one of the following options.

Click OK to distribute by the selected diffs and close the Differentiator Distribution page. The system returns to the Order Distribution page. The individual diff distributions are shown in the table.
Click Cancel to reject all entries and close the Differentiator page. The system returns to the Order Distribution page.

Distributing Items with Diff Matrix

In the Diff Matrix page you can design a purchase order distribution based on up to three different group values.

To distribute items with a diff matrix follow the steps below.

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

2. Restrict the search to orders with the status Worksheet.

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

4. In the Order No. column, click the order number link or select Actions > Edit, or use the Edit icon. The Order page opens in a new tab.

5. In the Toolbar, click Details . The Order Distribution page opens.

6. Add items to the purchase order. For more information about adding items to the purchase order, see the Adding Items to a Purchase Order section.

7. Then select Diff Matrix . The Order Diff Matrix page opens in a new tab.

11. Click Apply .

12. In the Distribution Matrix section the Actions menu and the buttons are enabled once you select and apply the diffs. The Distribution Matrix Actions menu contains the following options.

Click Matrix Distribution to display the matrix distribution. The Matrix Distribution page opens. For more information about the matrix distribution, see the Matrix Distribution section.
Click Copy to copy a diff, for example, Copy Color. Only one diff can be selected as copy form. The Copy page opens. For more information about the Copy page, see the Copying Z Axis section.

Note

The Copy function is available only if the parent item has three or more associated diffs.

Click Apply Diff Ratio to modify the ratio. The Apply Diff Ratio page opens. For more information about applying diff Ratios, see the Applying Diff Ratio section.

Note

The Apply Diff Ratio function is only available, if the parent item has three or more associated diffs.

Click Recalculate Totals or use the Recalculate icon to recalculate all the totals in the distribution matrix.

13. Click Convert to Quantity to convert the Worksheet quantity, entered in the Order Distribution page, according to the ratio/percentage set for the individual diffs.

Note

If you select distribute by quantity, the function is not available.

14. After you have entered all necessary information, choose one of the following options.

Click Save and Close to save your entries and close the Order Diff Matrix Page.
Click Cancel to reject all entries and close the Order Diff Matrix page.

Matrix Distribution

The Matrix Distribution page contains two sections, the Y axis distribution, for example size option distribution such as S small and the X axis distribution, for example, color distribution such as black, brown, white.

The valid combinations of Distribute By values for X axis and Y axis distribution is based on the values you selected in the Order Distribution page. If no quantity was identified in the Order Distribution page, all three Distribute By options are available in the Matrix Distribution. If you entered a quantity in the Order Distribution page, only the Ratio and Percent distribution option is available.

To copy the matrix distribution follow the steps below.

1. In the Distribute By area select the distribution option, for example, quantity, ratio or percent.

2. The differentiator and description are listed in the table.

3. Check the Copy from check box to identify the base diff.

Note

The base diff is the diff whose Distribution Matrix is copied to the identified diffs.

4. After you have selected the desired diffs, choose one of the following options.

5. • Click OK to copy the matrix distribution of the selected diffs and close the Copy page.

Click Cancel . No matrix distribution is copied, the Copy page is closed.

Applying Diff Ratio

If you selected Ratio in the Distribute By field, you can use an existing diff ratio to modify data in the diff matrix table.

1. In the Diff Basis field, enter or select a diff basis.

2. In the Diff Ratio field, enter or select a diff ratio.

Note

If the selected diff ratio is associated to all three axes, the diff basis field is not needed.

3. The Store field is populated automatically, after you enter a diff basis and a diff ratio.

4. After you have selected diff basis and diff ratio, you choose one of the following options.

Click OK to apply the diff ratio and close the Apply Diff Ratio page.
Click Cancel to reject all entries and close the Apply Diff Ratio page.

Distribute by Location

Distributing Items by Location

To distribute items by location follow the steps below.

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

2. Restrict the search to orders with the status Worksheet.

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

4. In the Order No. column, click the order number link or select Actions > View . The Order page opens in a new tab.

5. In the Toolbar, click Details . The Order Distribution page opens.

12. After you have selected the location, choose one of the following options.

Click OK to add the current location and exit the Add Locations page. The system returns to the Distribute by Location page. The location is shown in the table.
Click OK and Add Another to add further locations.
Click Cancel to reject all entries and exit the Add Locations page. The system returns to the Distribute by Location page.

Note

To delete a location from the table in the Distribute By Location page, mark the location. Then select Actions > Delete .

13. If you select the following distribution method:

Percent : Enter the percentage of the items you want at each location.
Quantity : Enter the number of items you want at each location, or the total items you want at each location.

Note

You can distribute by quantity only if you did not enter a quantity on the Order Distribution page.

Ratio : Enter the proportion of items that you want at each location.

Note

You can distribute to a location and enter a quantity, distribution or ratio of zero (0).

14. Choose one of the following options.

Click OK to save your changes and close the Distribute by Location page. The distributions by location are shown in the table.
Click Cancel to reject your entries and close the Distribute by Location page. The system returns to the Order Distribution page.

Distributing Items by Store Grade

To distribute items by store grade follow the steps below.

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

2. Restrict the search to orders with the status Worksheet.

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

4. In the Order No. column, click the order number link or select Actions > View . The Order page opens in a new tab.

5. In the Toolbar, click Details . The Order Distribution page opens.

Items

The Item section displays the total cost, total retail, currency as well as the Recalculate Totals

icon in the top the right corner of the section. The table holds information about the item, country of sourcing, and quantities as well as the standard UOM/UOP, costs and ship dates.

Locations

The Locations section contains information about the location type and name, quantities, costs, discounts, currency as well as estimated in-stock date.

Allocation

The Allocations section contains information about the allocation number and description, location type and name as well as quantities.

Editing Items on an Existing Purchase Order

To edit an item to a purchase order follow the steps below.

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

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

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

4. In the Order No. column, click the order number link or select Actions > Edit , or use the

Edit icon . The Order page opens in a new tab.

5. In the Toolbar, click Details . The Order Details page opens in a new tab.

6. In the Items section, select Actions > Edit or use the Edit icon . The Edit Item page opens.

Note

If the All Locations checkbox is selected, the Scaling Exempt field contains a drop down list. If the scaling exempt is null, no change is applied to the locations. Otherwise, the selected scaling exempt is applied to all locations of the selected item.

f. Select the Cancel Remaining checkbox if you want to cancel the available remaining item/location quantity.
g. In the Cancelled Quantity field, enter the quantity if you want to cancel a part of the available remaining item/location quantity.
h. In the Cancelled Code field, select the appropriate code from the list.
i. To complete the edit location process, choose one of the following options.
- Click OK to save the location changes and exit the Edit Locations page.
- Click OK and Edit Another to save the current location changes and edit further locations.
- Click Cancel to reject all location changes and exit the Edit Locations page.

View Pack Components on an Order

In the Order Pack Details page you can view the details of the component items of a pack on a purchase order.

The Order Pack Details page contains the following sections.

Order Pack Details Header
Pack Components
Order Pack Details Header

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

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

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

4. In the Order No. column, click the order number link or select Actions > Edit or View or use corresponding icons. The Order page opens.

5. In the Order Toolbar, click Details. The Order Details page opens.

6. In the Locations section, click Actions > Order Pack Details to open the Order Pack Details page. The component items of the pack, the quantity of a pack, the ordered as well as the received quantity, the supplier unit cost and the pack component cost (the cost of the item as a component of the pack) are displayed.

7. Click Done to close the Order Pack Details.

Update Expenses

An expense is a cost component associated with moving a product from a supplier to the retailer, primarily dealing with importing. It is one of the components used to define landed costs in Merchandising. Examples include freight costs, shipping insurance, and so on.

Expenses can be set up to apply to different legs of the shipment. For example, there may be an ocean freight charged for transporting goods across the ocean (between the discharge and lading ports) and then other charges associated with moving the goods from the lading port to the warehouse that is inland (for example, land freight). The Order Location Expense Maintenance page allows users to maintain and view the importing and exporting expenses associated with a purchase order. The Order Location Expense Maintenance page may also be used to create and edit expense components for each order/item/location combination. Changes that are made at one location can be defaulted to all other locations within the same zone.

2. In the Component field, enter or select the type of expense component. This field is a required field.

3. The Calculation Basis field is populated once you select the component.

Note

Country level expenses have a specific as a calculation basis. Zone level expenses have a value as a calculation basis, exclusive CVB.

4. The Computation Value Base field is populated once you select the component. You can change the value, if necessary.

5. In the Cost Basis field is populated once you select the component. You can change the value, if necessary.

6. The Component Rate field is populated once you select the component. You can change the value, if necessary. This field is a required field.

7. The Per Count field is populated once you select the component. You can change the value, if necessary. This field is a required field.

8. The Per Count UOM field is populated once you select the component. You can change the value, if necessary.

9. The Component Currency field is populated once you select the component. You can change the value, if necessary. This field is a required field.

10. The Exchange Rate field is populated once you select the component. This is a required field and displays the exchange rate between the component currency and the currency of the locations on the order. Follow the steps below to change the value, if necessary.

a. Select the Edit Exchange Rate icon . The system displays the Exchange Rate

Type and Exchange Rate field. Additionally, the Revert icon is displayed.

b. In the Exchange Rate Type field, select the corresponding type from the list. Available types are Existing and Manual.
- If you select Existing, the Exchange Rate field is enabled. Enter, select or search for an already existing rate.
- If you select Manual, the Exchange Rate field is enabled. Enter the corresponding rate manually.

11. In the Component Nomination section enter or select the following fields. These fields are required fields.

Flag 1
Flag 3
In ALC
In Duty
In Exp

12. After you have entered all values, choose one of the following options.

Click OK to add the expense to the selected purchase order and exit the Add Expense page.
Click OK and Add Another to add the current expense to the selected purchase order and exit the Add Expense page.
Click Cancel to reject all entered values and exit the Add Expense page.

13. In the Order Expense page, click the Recalculate icon .

The estimated expense value of individual expense components is recalculated.

For TEXP components the estimated value is calculated as a sum of estimated value of individual expense.
For Country level expenses the estimated expense value is recalculated based on the component rate/per count and per count UOM.
For zone level expenses the estimated expense value is calculated as a percentage of the order cost.

Editing Expense

To edit an expense of a purchase order follow the steps below.

1. In the Order Expense table, select a record.

2. Then click Actions > Edit or use the Edit icon to edit an expense already associated with the selected order. The Edit Expense page opens. The current values of the selected expense are shown.

11. The Exchange Rate field is populated and displays the exchange rate between the component currency and the currency of locations on the order. Follow the steps below to change the value, if necessary.

a. Select the Edit Exchange Rate icon . The system displays the Exchange Rate

Type and Exchange Rate field. Additionally, the Revert icon is displayed.

b. In the Exchange Rate Type field, select the corresponding type from the list. Available types are Existing and Manual.
- If you select Existing, the Exchange Rate field is enabled. Enter, select or search for an already existing rate.
- If you select Manual, the Exchange Rate field is enabled. Enter the corresponding rate manually.

12. In the Component Nomination section edit the following fields, if necessary.

Flag 1
Flag 3
In ALC
In Duty
In Exp

13. After you have changed all necessary values, choose one of the following options.

Click OK to save the expense changes for the selected purchase order and exit the Edit Expense page.
Click Cancel to reject all entered values and exit the Edit Expense page.

Update HTS Classifications

Within RTM, HTS codes are used to classify goods or products (that is assign one or more tariff classification numbers to an item) based on such things as its name, use, and/or the material used in its construction. HTS code definitions include formulas and rates for assessment calculations, as well as which, if any, taxes and fees must be paid. HTS codes have associated codes called Tariff Treatments or Special Programs. The codes indicate the free trade agreements or tariff preference programs for which the special rates are applicable. Assessments are charges incurred when clearing goods through customs. Assessments include duties, fees (Merchandise Processing Fee, Cotton Fee), and taxes (Tobacco, Alcohol).

In the Order HTS page you can add and delete HTS codes as well as add, edit and delete assessments for the selected order.

Assessments

The Assessments section displays the Currency and the Unit of purchase (UOP) in the top right corner of the section. You can add, edit or delete assessments in this section. The Assessments table shows the following columns by default.

Component ID and description
Computation Value Base
Calculation Basis
Rate
Per Count and Per Count UOM
Estimated Value and Estimated Value UOP

Viewing HTS

To view HTS information follow the steps below.

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

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

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

4. In the Order No. column, click the order number link or select Actions > View or use the View icon . The Order page opens.

5. In the Toolbar, click Details to open the Order Details page.

6. In the Item section, click Action s > HTS to open the Order HTS page.

7. Click Done to exit the Order HTS page.

Adding HTS

The Add HTS page allows you to add quota categories by import country. Customs agencies group items with related characteristics into quota categories. Restrictions can then be placed on the category rather than on individual items.

To add a HTS to a purchase order follow the steps below.

1. In the HTS section, select Actions > Add or use the Add icon to add an HTS code to the selected purchase order. The Add HTS page opens.

Locations

The Locations section lists the available locations of the selected order. The section displays the currency in the top right corner. Additionally the section contains the Locations table. The table shows the location type and name as well as the total cost UOP by default.

Items

The Items section contains the Item table. This table displays all the items for the selected location. The item and item description, pack size, order quantity UOP and unit of purchase are shown by default.

Viewing an Order Summary by Location

To view an order summary by location follow the steps below.

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

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

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

4. In the Order No. column, click the order number link, or mark a record and select Actions > Edit/View , or use the corresponding icon. The Order page opens.

5. In the Toolbar, click Details to open the Order Details page.

6. In the Toolbar, click More Actions > Summary by Location to open the Order Summary page.

7. In the Locations section, select the desired location.

8. The items, sent to the selected location, are shown in the Items section.

Note

Select More Actions > Currency > Order or Primary to change the currency in the Order Totals section. The Retail label will not change regardless of the default tax type, only the value changes.

9. Close the tab or click Done to close the Order Summary page.

Recalculate Order Totals

The Order Recalculation page allows you to change components of the current order that affect its price. These components include: the base cost of the items, scaling, replenishment, bracket costs, deals, and landed cost. The Order Recalculation page allows you to recalculate the total order cost. You can decide which component to choose when calculating the total cost of the order.

To recalculate costs of the current purchase order follow the steps below.

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

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

Reinstate All Items of a Purchase Order in the Manage Purchase Orders chapter

Submitting a Purchase Order for Approval

To submit a purchase order for approval follow the steps below.

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

2. Restrict the search to status Worksheet.

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

4. In the Order No. column, click the desired order number link. The Order page opens.

5. In the Toolbar the Submit button is displayed. Click Submit .

6. You are prompted to submit the purchase order.

7. Click Yes . The status of the purchase order changes to Submitted.

8. Choose one of the following options.

Click Save to save and submit the purchase order for approval.
Click Save and Close to save and submit the purchase order for approval. The Order page is closed.
Click Cancel to reject your changes and exit the Order page.

Approving a Purchase Order

To approve a purchase order follow the steps below.

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

2. Restrict the search to status Submitted.

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

4. In the Order No. column, click the desired order number link. The Order page opens.

5. In the Toolbar the Approve button is displayed. Click Approve .

6. You are prompted to approve the purchase order.

7. Click Yes . The status of the purchase order changes to Approved.

Note

You can change the status back to Worksheet at this stage. Open the Status list and select the Worksheet .

8. Choose one of the following options.

Click Save to save and approve the purchase order.
Click Save and Close to save and approve the purchase order. The Order page is closed.
Click Cancel to reject your changes and exit the Order page.

In this guide

Guide: Purchase Orders and Contracts User Guide
Previous: 1 Overview
Next: 3 Create Specialty Purchase Orders

Oracle Retail Knowledge Base

Explorer

2 Create a Purchase Order

Note

Note

Note

Define/Enter a Purchase Order

Shipping Information

Partners

Editing an Exchange Rate

Deleting Required Documents from a Purchase Order

Viewing Required Documents of a Purchase Order

Viewing Letter of Credit Information

Ordering Prepacks

Note

Note

Adding a Prepack to the Purchase Order

Note

Distributing the Prepack

Editing a Differentiator

Note

Note

Applying a Range

Note

Note

Mass Update

Note

Manage Order Contexts

Add an Order Context

Update an Order Context

Delete an Order Context

Uploading Changes

Deleting All Items from a new Purchase Order

Distributing a Purchase Order

Order Distribution Advanced Filter

Distributing Items by Individual Diff

Note

Note

Note

Note

Distributing Items with Diff Matrix

Note

Note

Note

Matrix Distribution

Note

Applying Diff Ratio

Note

Distribute by Location

Distributing Items by Location

Note

Note

Note

Distributing Items by Store Grade

Items

Locations

Allocation

Editing Items on an Existing Purchase Order

Note

View Pack Components on an Order

Update Expenses

Note

Editing Expense

Update HTS Classifications

Assessments

Viewing HTS

Adding HTS

Locations

Items

Viewing an Order Summary by Location

Note

Recalculate Order Totals

Reinstate All Items of a Purchase Order in the Manage Purchase Orders chapter

Submitting a Purchase Order for Approval

Approving a Purchase Order

Note

In this guide

Graph View

Table of Contents

Backlinks