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Oracle® Retail Mobile Merchandising User Guide
Release 15.0
E63786-01
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3 Using Oracle Retail Mobile Merchandising Allocation

Allocation mobile consists of Criteria Selection.

The following topics are covered in this chapter:


Note:

The toolbar buttons enables you to work with Mobile Merchandising applications. For information on the navigation toolbar, see Navigation Tools section in Mobile Merchandising Overview chapter.

Criteria Selection

After logging into the application for the first time you will need to refine your default criteria to view all recent allocations.

Figure 3-1 Initial Recent Allocations Screen

Surrounding text describes Figure 3-1 .

Viewing Criteria

To view criteria:

  1. Tap Refine Criteria or the Right-Facing arrow. The Criteria screen appears.


    Note:

    If you have used the application before you can skip to the next section, Open Store Days.

    Figure 3-2 Criteria Screen

    Surrounding text describes Figure 3-2 .
  2. From the Criteria section, tap Allocation ID. The onscreen keyboard appears. Type either part or all of the allocation ID number. If a partial allocation ID is input, the screen will show all IDs that are a match for the text entered.

    Examples include:

    • 500010

    • 105000

    • 150001

    Figure 3-3 Allocation ID Criteria

    Surrounding text describes Figure 3-3 .
  3. Tap the Keyboard key to return to the list of Criteria selection screen.

  4. From the Criteria section, tap Any Allocation Status. A pop-up list of available choices appears.

    Figure 3-4 Allocation Status

    Surrounding text describes Figure 3-4 .
  5. Tap the desired Allocation Status. Choices include:

    • Any Allocation Status

    • Worksheet - The allocation is in the initial stages of creation or being updated by the user.

    • Submitted - The allocation has been submitted successfully.

    • Reserved - The items on the allocation are reserved in the warehouse and committed to the stores. The allocation will not be executed until the status is changed to Approved.

    • Approved - The items on the allocation are reserved in the warehouse and committed to the stores. This allocation will be executed on the release date.

    • Processed - The warehouse system has started executing this allocation. The allocation cannot be updated.

    • Closed - The allocation has been executed and reconciled. It cannot be edited.

    • Cancelled - The allocation has been cancelled.

    • PO Created - The allocation has been sent to the merchandising system, and a PO is generated.

    • Scheduled - The allocation will run when the configured conditions are met.

  6. From the Criteria section, tap Any Status. A pop-up list of available choices appears.

    Figure 3-5 Status

    Surrounding text describes Figure 3-5 .
  7. Tap the desired Status (Process Status). Choices include:

    • Any Status

    • Available Inventory Error - This error occurs if the inventory quantities that the allocation was based upon have been modified by another part of the system since the time of calculation. You must recalculate and approve based on the current inventory.

    • Calculated - The allocation has been calculated successfully.

    • Calculating - The system is in the process of calculating this allocation. The user cannot access an allocation with this status.

    • Calculation Error - An error was encountered during calculation.

    • Calculation Waiting - The allocation is waiting to be processed by the algorithm. The user cannot access an allocation with this status.

    • (Ideal Weeks of Supply) Iwos Calculation Error - This error occurs if the allocation weeks of supply data are not sufficient for the algorithm to run the calculation.

    • Not Calculated - The allocation has not been calculated.

    • Schedule Error - This error occurs if one or more problems occurred when the scheduled allocation was created.

    • Scheduled - The scheduled allocation has been created successfully.

    • Size Profile Calculation Error - The size profile was not found for all parent/diff combinations on the allocation. You must adjust your size profiles and recalculate the allocation.

  8. From the Criteria section, tap Allocation. The onscreen keyboard appears. Type the Allocator Name. The allocator name must be an exact match. Entering All Users displays all Allocator Names.

  9. From the Criteria section, tap Created Date. A pop-up list of available choices appears.

    Figure 3-6 Created Date

    Surrounding text describes Figure 3-6 .
  10. Tap the desired Created Date. The options include:

    • Any Date

    • Last 2 Days

    • Last 7 Days

    • Last 30 Days

  11. Once the criteria has been selected choices include:

    • Tap Apply to see the filtered results

    • Tap Cancel to return to the Recent Allocations Screen

    • Tap the Reset button to clear all selected criteria

Recent Allocations

The Recent Allocations screen displays a list of allocations ready for viewing. Tapping on a specific line will display the Allocation Detail screen for that allocation.

Figure 3-7 Recent Allocations

Surrounding text describes Figure 3-7 .

Viewing Allocations

To view allocations:

  1. Tap the Arrow icon or anywhere within the line of the desired allocation. The Allocation Detail screen appears:

    Figure 3-8 Allocation Detail Screen in Landscape View

    Surrounding text describes Figure 3-8 .
  2. Rotate the handheld device (Landscape: Normal or Portrait: Zoom) as required.

    Figure 3-9 Portrait (zoom) Orientation Screen

    Surrounding text describes Figure 3-9 .

    Note:

    In the Portrait orientation the information previously displayed on the right side of the Landscape orientation is accessible by tapping on Locations or Item Metrics.

Viewing Allocation Header

To view allocation header:

  1. To view the Allocation Header details tap anywhere in the light blue text area.

    Figure 3-10 Allocation Header Screen in Portrait View

    Surrounding text describes Figure 3-10 .
  2. To return to the Allocation Detail screen, tap the Back icon.

    The Allocation Header provides detailed information about the allocation. Details include:

Allocation Header Area

  • Allocation Status - The status of the allocation.

  • Status (Process Status)

    • Not Calculated - The allocation has not been calculated.

    • Calculation Waiting - The allocation is waiting to be processed by the algorithm. You cannot access an allocation with this status.

    • Calculating - The system is in the process of calculating this allocation. The user cannot access an allocation with this status.

    • Calculated - The allocation has been calculated successfully.

    • Calculation Error - An error was encountered during calculation.

    • Size Profile Calculation Error - The size profile was not found for all parent/diff combinations on the allocation. Users must adjust their size profiles and recalculate the allocation.

    • (Ideal Weeks of Supply) Iwos Calculation Error - This error occurs if the allocation weeks of supply data are not sufficient for the algorithm requirements for calculation.

    • Quantity Limits Conflict - This error occurs if quantity limits are defined for a pack and non-sellable pack containing the same item.

    • Status Error - The system encountered an error when submitting, reserving or approving this allocation.

    • Status Waiting - The system is in the process of submitting, reserving or approving this allocation.

    • Status Processing - The system is in the process of submitting, reserving or approving this allocation.

    • Status Processed - The allocation has been approved, reserved or submitted successfully.

    • Available Inventory Error - This error occurs if the inventory quantities that the allocation was based upon has increased or decreased by another part of the system since the time of calculation.

    • Item Source Conflict - This error occurs if an allocation is created using a purchase order in one allocation, and then a user attempts to create another allocation using an associated advance shipping notice (ASN).

    • Scheduled - The scheduled allocation has been created successfully.

    • Schedule Error - This error occurs if one or more errors occur when scheduled allocation was created.

  • Context - The reason why the allocation is being created.

  • Promotion - When the Context ID is Promotion, this field is populated with the Promotion ID stored in a Pricing Management system.

  • Comments - User entered general information about this allocation.

Locations Area

  • Enforce Supply Chains - At least one store is not closed and has a valid Warehouse-Store relationship when the Enforce Supply Chains displays Yes.

  • Valid Stores - List of the stores that are eligible for this allocation.

Rules Area

  • Demand Source

    • History - Uses the item's historical sales for the date range selected to determine the gross need of item on the allocation.

    • Corporate Rules - Uses custom pre-defined rules to determine the need of the item on the allocation.

    • History and Plan - Uses both the item's sales history and plan for the date range selected to determine the gross need of the item on the allocation.

    • Forecast - Uses the item's forecast to determine what the store is forecasted to sell at the item/week level.

    • Plan - Uses an item/store/weekly sales plan for the date range selected to determine what the store is expected to sell.

    • Receipt Plan - Uses the item's receipt plan to determine what the store is expected to receive at the item/week level.

    • Plan Re-project - Uses to compare the item's actual sales to the plan, re-forecast the plan based on performance for the date range selected, and use the re-projected plan to determine the gross need of the item on the allocation.

  • Merchandise Level - The store demand is derived from the level of product hierarchy displayed.

Allocation Details

The Allocation Detail screen provides the option to either approve or reject the allocation. Rotating the device displays a zoomed in view of each section of the Allocation Detail screen.

Figure 3-11 Allocation Detail Screen in Portrait View

Surrounding text describes Figure 3-11 .

Screen Components

The Item Information area contains the following:

  • Item Image

  • Item

  • Item Description

  • Warehouse

  • Document Type

  • Document ID

The Graph Display area contains a chart representing the following metrics:

A. Total Avail - The total number of units present in the set of sources selected for an item linked to the specific warehouse within an allocation.

B. Gross Need - This is the total need for items at the select store based on the rule level specified for the allocation.

C. Net Need - The Gross Need minus the On-Hand quantity.

D. Total Alloc - Total allocated quantity for that item.

The Main Body area contains the following:

  • Final Quantity - Same value as the Total Alloc quantity.

  • Hold Back Quantity - A quantity of the item that remains unallocated.

  • Release Date - The date the allocation is released.

  • Store Calculation Multiple - The item multiple an allocation uses during the rounding process. Valid choices are: pallet, case, inner, or each.

  • Store Calculation Multiple Value - The number of pallets, cases, inners, or eaches for that item.

  • Target Stock Ratio - Applies in allocations involving the spread demand mode where the available quantity is less compared to the need value.

Locations

The Locations detail view is accessed by tapping the Arrow icon or name in the portrait view.

Figure 3-12 Locations Screen in Portrait View

Surrounding text describes Figure 3-12 .

Filtering the Locations

To filter locations:

  1. Tap anywhere on the words: Search by Location Id or Description.

  2. Enter any part of a location ID or item description. In the example below the word fuel is entered.

    Result: Anything containing that word will appear in the list.

  3. Click the Search button to filter the list based on the criteria entered in the Filter Bar.

  4. To clear the filter, click X to remove the criteria and click Search to display the entire list.

Figure 3-13 Filtering Search

Surrounding text describes Figure 3-13 .

Item Metrics

The Item Metrics detail view is accessed by tapping the Arrow icon or name in the portrait view.

Figure 3-14 Item Metrics Screen in Portrait View

Surrounding text describes Figure 3-14 .

The Item Metrics contains the following information:

Table 3-1 Item Metrics Screen

Field Description

Allocated Stores

Number of stores that are in the allocation for that item.

Stores with 0 Quantity

Number of stores in the allocation that will not receive that item.

Highest Allocation Qty

The highest value that any store received in the allocation for that item.

Lowest Allocated Qty

The lowest value that any store received in the allocation for that item.

Average Allocated Qty

The average quantity across all stores that received that item.

Target Stock Ratio

Applies in allocations involving the spread demand mode where the available quantity is less compared to the need value.

Store Calculation Multiple

The item multiple an allocation uses during the rounding process. Valid choices are: pallet, case, inner, or each.

Store Calculation Multiple Value

The number of pallets, cases, inners, or eaches for that item.


Processing Allocations

After an allocation is calculated, you can Submit, Reserve, or Approve the allocation in the Mobile Merchandising application.

  1. Tap the desired allocation from the Recent Allocations screen.

    • Tap on a single Allocation, or

    • Click Edit and use the Selection Circles to select 1 or more allocations. After the initial selection, only compatible allocations in the same state are available for selection.

  2. Table 3-2 outlines the allocation approval workflow process.

    Table 3-2 Allocation Approval Workflow Process

    If the Allocation Status is.... And your Status is… Click the available button… Click Yes to change the Allocation Status to…

    Worksheet

    Calculated

    Submit

    Submitted

    Submitted,

    Reserved, or

    Approved

    Calculated or

    Status Processed

    Withdraw

    Worksheet

    Worksheet,

    Submitted,

    Reserved, or

    Approved

    Calculated

    Approve

    Approved

    Worksheet or

    Submitted

    Calculated

    Reserve

    Reserved


    Figure 3-15 Approved Allocation

    Surrounding text describes Figure 3-15 .
  3. To approve two or more applications, tap Edit.

  4. Tap the selection option for each allocation you would like to approve. Notice in Figure 3-16 after the first selection, the application automatically grays out allocations that are not eligible for approval. You may also withdraw previously approved allocations using this method. Once the selections are made, tap the Approve or Withdraw button and click Yes to complete the action.

    Figure 3-16 Multiple Approval/Withdrawal

    Surrounding text describes Figure 3-16 .