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10 Create Location Targets Task
The Create Location Targets task is usually assigned to a planner in the merchandise planning organization. The Create Location Targets task is the process in which planners create the financial targets for all products in a channel. These targets are then reconciled to the location plan to ensure proper execution.
This task includes the following steps:
-
Create Targets Step
-
Review and Publish Step
-
All Measures Step
Create Targets Step
In the Create Targets step, begin by seeding the plan and then develop high-level sales, returns, and gross margin figures.
Sales and Gross Margin Sub-Step
The number of views in the Sales and Gross Margin action depends on your system settings. If the Local Currency option is enabled, then there is an additional view.
1. Seed Sales View
The first action to complete when creating new targets is to seed the plan. Seeding occurs at the Channel/Half level. Choose a seed source of Last Year or Forecast and click the Seed button in the low right corner of the workspace.
Table 10-1 Initialize Plan Measures
| Measure | Description |
|---|---|
| Seed Source | The seed source used to seed the working plan. Use this option to seed or not seed the working plan. You can seed with Last Year’s (Ly) or Forecast (Fcst) data. Or, you can choose the Blank option if you do not want to seed the working plan. |
| Seed Info | Includes a few pertinent facts about the last time that the Seed custom menu was executed: last seed source concatenated with last seeded date and the last user to seed. |
| If blank, then the given intersection has never been seeded. |
Plan Sales/Gross Margin % View
In the 2. Plan Sales/Gross Margin % view, you plan sales, returns, and gross margins for each location.
| 2.PlanSales/Markdowns |
|---|
| vy 6 | Calendar #& | f | Product #& G@ | |||
|---|---|---|---|---|---|---|
| D | “<tam — | e @ > | [<W00c | herote @ > | ||
| Measure | Calendar | 2/11/2023 T | 2/18/2023 tT | 2/25/2023 tT | 3/4/2023 T | 3/11/2023 T |
| Fest Sales R | 96,475.38 | 173,754.10 | 176,691.07 | 117,781.61 | 107,283.10 | |
| Wp Sales R | 110,946.69 | 199,817.21 | 203,194.73 | 135,448.85 | 123,375.57 | |
| Wp SalesR v | arFest% | 15.0 % | 15.0% | 15.0% | 15.0 % | 15.0% |
| LySalesR | 86,790.87 | 156,312.10 | 158,954.25 | 105,958.31 | 96,513.68 | |
| Wp SalesR v | ar Ly% | 27.8% | 27.8% | 27.8% | 27.8% | 27.8% |
| WpAvg Sales | R per Location | 110,946.69 | 199,817.21 | 203,194.75 | 135,448.85 | A25;375:57 |
| WpAvg Sales | R per Sq M | 14.55 | 26.20 | 26.64 | 17.76 | 16.18 |
| Wp Net Sales | R | 71,167.71 | 128,550.38 | 130,111.87 | 84,982.40 | 78,353.17 |
| LyNet Sales | R | 55,672.75 | 100,561.81 | 101,783.32 | 66,479.65 | 61,293.76 |
| WpNetSales | RvarLy% | 27.8% | 27.8% | 27.8% | 27.8% | 27.8% |
Table 10-2 Define Location Rollup View Measure
| Label | Definition |
|---|---|
| Location Attribute 1, 2, 3 | List to present location attributes for nested dynamic |
| product hierarchy rollup |
Review and Publish Step
After initially developing plans for all locations in a channel, you use the Publish sub-step to review and publish the targets. Later, if adjustments are made, use the Review and Reconcile sub-step to reconcile the Working Plan (Wp) targets to Location Plans (Lp).
Review and Reconcile Sub-Step
The Review and Reconcile sub-step is for comparing the Wp Targets against Lp. This allows you to identify the variances between the targets and the location plans.
Review and Reconcile View
This view provides a comparison between key Wp targets and location plan sales figures. This view has measure profiles defined to quickly guide your comparison of different location plan versions:
- PoC Op Plan (Default)
The Point of Commerce (PoC) Op profile is shown by default when the workspace is opened. This measure profile shows the Wp target measures and Location Plan Op measures.
- PoC Cp Plan
This profile shows the Wp target measures and Location Plan Cp measures.
| ~ Review& Reconcile | |||||
|---|---|---|---|---|---|
| 6 | Calendar hy | 7 | |||
oO | Measure(1.LocOpPlan) | + #@ | [< Company © | > | |
| Calendar | 2/12/2022 | 2/19/2022 | 2/26/2022 | 3/5/2022 3/1 | 2/2022 |
| Measure | |||||
| WpNetSales R | 40,888.46 | 57,632.25 | 52,753.78 | 53,412.91 | 23,390.55 |
| OpNetSales R | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Wp Net Sales R varOp% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Wp Markdown POS R% | 00% | 0.0% | 00% | 0.0% | 0.0% |
| Op Markdown POS R% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| WpMarkdown POSR | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| OpMarkdown POSR | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| WpMarkdownPOSR varOp% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Wp Returns R% | 15.3% | 18.0% | 17.1% | 18.9% | 244% |
| Wp Returns R | 7,391.69 | 12,622.28 | 10,903.03 | 12,459.34 | 7,551.24 |
| Op ReturnsR% | 00% | 0.0% | 00% | 0.0% | 0.0% |
| OpReturnsR | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| ~ 2. ReviewTargets | ||||||
|---|---|---|---|---|---|---|
| 6 | Calendar 3} | Produ | ||||
| (0 | Measure(Default) + | 2 | [< | Company | ® > | |
| Calendar | 2/12/2022 | 2/19/2022 | 2/26/2022 | 3/5/2022 | ||
| Measure | ||||||
| Tgt NetSales R | 0.00 | 0.00 | 0.00 | 0.00 | ||
| Tgt NetSales U | 0 | 0 | 0 | 0 | ||
| Tgt NetSalesAUR | 0.00 | 0.00 | 0.00 | 0.00 | ||
| Tgt Markdown POS R % | 0.0% | 0.0% | 0.0% | 0.0% | ||
| Tgt Markdown POS R | 0.00 | 0.00 | 0.00 | 0.00 | ||
| Tat Returns R% | 0.0% | 0.0% | 0.0% | 0.0% | ||
| Tgt Returns R | 0.00 | 0.00 | 0.00 | 0.00 | ||
| Tgt Returns U | 0 | 0 | 0 | 0 | ||
| TgtReturnsAUR | 0.00 | 0.00 | 0.00 | 0.00 |