Mirror of Oracle documentation
Converted for search and offline reading. Authoritative source: Oracle. Diagrams and some complex tables are simplified — check the PDF when in doubt.
Note
When selecting more than one calendar Half in the future, the Halves must be contiguous. This is because calculations, such as BOP, require EOP from the prior period.
The workspace is built such that the EOP of the previous period is made available for the very first Half within the segment, even if the prior Half is not part of the workspace segment.
Historical, elapsed periods do not need to be contiguous because elapsed periods are not calculated. They are fixed actuals.
Create Merch Plan
The tasks in this activity group are assigned to the Planner role. This is where the Planner navigates to start the process of creating a plan for a season. To see the list of available tasks, click the activity group and activity. The Create Merch Plan activity has one task: Create Merch Plan.
To open the Create Merch Plan dialog, click a task.
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Create location targets wizards walk you through the selection of calendar Half and locations.
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Create location plan wizards walk you through the selection of product departments, calendar Half, and locations.
The segment, or positions, selected have an impact on the capabilities available to you.
Selecting the Locations
In order for a Like Location to have Ly plan data, you must select both the like store and the sister store.
The Reconcile to MFP step is used to reconcile the location plan to the merch financial plan. To make an apples-to-apples comparison, you must include all data that contributes to the rollup. This means you must select all locations that roll up within a given channel.
Selecting the Calendar Halves
When selecting more than one calendar Half in the future, the Halves must be contiguous. This is because calculations, such as BOP, require EOP from the prior period.
The workspace is built such that the EOP of the previous period is made available for the very first Half within the segment, even if the prior Half is not part of the workspace segment.
Historical, elapsed periods do not need to be contiguous because elapsed periods are not calculated. They are fixed actuals.