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Oracle ® Retail M erchandise Financial Planning Retail User Guide Release 13.0

Oracle ® Retail M erchandise Financial Planning Retail User Guide Release 13.0 April 2008 Oracle® Merchandise Financial Planning Retail User Guide, Release 13.0 Copyright © 2008, Oracle. All rights reserved. Primary Author: Melody Crowley The Programs (which include both the software and documentation) contain proprietary information; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs, except to the extent required to obtain interoperability with other independently created software or as specified by law, is prohibited. The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. This document is not warranted to be error-free. 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As such, use, duplication, disclosure, modification, and adaptation of the Programs, including documentation and technical data, shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement, and, to the extent applicable, the additional rights set forth in FAR 52.227-19, Commercial Computer Software— Restricted Rights (June 1987). Oracle Corporation, 500 Oracle Parkway, Redwood City, CA 94065 The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherently dangerous applications. It shall be the licensee's responsibility to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of such applications if the Programs are used for such purposes, and we disclaim liability for any damages caused by such use of the Programs. Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. The Programs may provide links to Web sites and access to content, products, and services from third parties. Oracle is not responsible for the availability of, or any content provided on, third- party Web sites. You bear all risks associated with the use of such content. If you choose to purchase any products or services from a third party, the relationship is directly between you and the third party. Oracle is not responsible for: (a) the quality of third-party products or services; or (b) fulfilling any of the terms of the agreement with the third party, including delivery of products or services and warranty obligations related to purchased products or services. Oracle is not responsible for any loss or damage of any sort that you may incur from dealing with any third party. iii Value-Added Reseller (VAR) Language (i) the software component known as ACUMATE developed and licensed by Lucent Technologies Inc. of Murray Hill, New Jersey, to Oracle and imbedded in the Oracle Retail Predictive Application Server – Enterprise Engine, Oracle Retail Category Management, Oracle Retail Item Planning, Oracle Retail Merchandise Financial Planning, Oracle Retail Advanced Inventory Planning and Oracle Retail Demand Forecasting applications. (ii) the MicroStrategy Components developed and licensed by MicroStrategy Services Corporation (MicroStrategy) of McLean, Virginia to Oracle and imbedded in the MicroStrategy for Oracle Retail Data Warehouse and MicroStrategy for Oracle Retail Planning & Optimization applications. (iii) the SeeBeyond component developed and licensed by Sun MicroSystems, Inc. (Sun) of Santa Clara, California, to Oracle and imbedded in the Oracle Retail Integration Bus application. (iv) the Wavelink component developed and licensed by Wavelink Corporation (Wavelink) of Kirkland, Washington, to Oracle and imbedded in Oracle Retail Store Inventory Management. (v) the software component known as Crystal Enterprise Professional and/or Crystal Reports Professional licensed by Business Objects Software Limited (“Business Objects”) and imbedded in Oracle Retail Store Inventory Management. (vi) the software component known as Access Via™ licensed by Access Via of Seattle, Washington, and imbedded in Oracle Retail Signs and Oracle Retail Labels and Tags. (vii) the software component known as Adobe Flex™ licensed by Adobe Systems Incorporated of San Jose, California, and imbedded in Oracle Retail Promotion Planning & Optimization application. (viii) the software component known as Style Report™ developed and licensed by InetSoft Technology Corp. of Piscataway, New Jersey, to Oracle and imbedded in the Oracle Retail Value Chain Collaboration application. (ix) the software component known as WebLogic™ developed and licensed by BEA Systems, Inc. of San Jose, California, to Oracle and imbedded in the Oracle Retail Value Chain Collaboration application. (x) the software component known as DataBeacon™ developed and licensed by Cognos Incorporated of Ottawa, Ontario, Canada, to Oracle and imbedded in the Oracle Retail Value Chain Collaboration application. v Contents Preface ............................................................................................................................. vii Audience................................................................................................................................. vii Related Documents................................................................................................................. vii Customer Support ................................................................................................................... vii Review Patch Documentation................................................................................................. vii Oracle Retail Documentation on the Oracle Technology Network......................................... vii Conventions ........................................................................................................................... viii 1 Introduction.................................................................................................................. 1 Overview....................................................................................................................................1 About Oracle Retail Predictive Planning...................................................................................1 Process for using Oracle Retail Predictive Planning Products............................................2 Merchandise Financial Planning Retail Components and Key Processes..................................2 Workbooks..........................................................................................................................3 Worksheets .........................................................................................................................3 Planning Roles....................................................................................................................8 Plan Versions......................................................................................................................9 Plan Reconciliation...........................................................................................................10 Seeding the Plan ...............................................................................................................10 Plan Approval...................................................................................................................11 Publishing Targets ............................................................................................................11 Plan Versions, Roles, and Process Flows .........................................................................12 Alternate Hierarchies........................................................................................................12 Printing and Reporting......................................................................................................13 Exception Management – Alerts and Exceptions .............................................................13 Merchandise Financial Planning Retail Administration ..........................................................14 2 Strategic Planning ..................................................................................................... 15 Strategic Planning Process.......................................................................................................15 Pre-Season Planning Workbook .......................................................................................16 Pre-Season Extra Measures ..............................................................................................24 In-Season Planning Workbook .........................................................................................24 In-Season Extra Measures ................................................................................................30 3 Financial Planning ..................................................................................................... 33 Pre-Season Financial Planning Process ...................................................................................33 Manager’s Process............................................................................................................33 Planner’s Process..............................................................................................................34 Pre-Season Financial Plan Worksheets.............................................................................35 Pre-Season Extra Measures ..............................................................................................60 In-Season Financial Planning Process .....................................................................................96 Manager’s Process............................................................................................................97 Planner’s Process..............................................................................................................98 In-Season Financial Plan Worksheets...............................................................................98 In-Season Extra Measures ..............................................................................................123 4 Measure Calculations.............................................................................................. 171 Commonly Used Calculations ...............................................................................................171 Specific Measure Calculations...............................................................................................172 5 Merchandise Financial Planning Retail Measures List........................................ 175 vi A Appendix: Merchandise Financial Planning Administration............................... 227 Overview................................................................................................................................227 Inventory Initialization Workbook.........................................................................................227 Usage Notes....................................................................................................................227 Inventory Initialization Process ......................................................................................228 Seeding Administration Workbook .......................................................................................228 Seeding Process ..............................................................................................................228 Merchandise Financial Planning Administration Workbook.................................................229 Establishing Store Counts...............................................................................................230 Store Count Process........................................................................................................230 Mapping Time Periods ...................................................................................................231 Mapping Time Periods Process ......................................................................................232 User Administration and Security..........................................................................................234 B Appendix: 52-Week to 53-Week Year History Mapping ....................................... 235 vii Preface The Oracle Retail Merchandise Financial Planning Retail User Guide describes the application’s user interface and how to navigate through it. Audience This document is intended for Oracle Retail Merchandise Financial Planning Retail users who create, manage, and modify financial plans. It is a guide for understanding basic aspects of planning and how to use Merchandise Financial Planning Retail. Related Docum ents For more information, see the following documents in the Oracle Retail Merchandise Financial Planning Retail Release 13.0 documentation set: Oracle Retail Merchandise Financial Planning Release Notes Oracle Retail Merchandise Financial Planning Installation Guide Oracle Retail Merchandise Financial Planning Cost User Guide Oracle Retail Merchandise Financial Planning ChannelPlan User Guide Oracle Retail Predictive Application Server(RPAS) Documentation Custom er Support https://metalink.oracle.com When contacting Customer Support, please provide the following: Product version and program/module name Functional and technical description of the problem (include business impact) Detailed step-by-step instructions to re-create Exact error message received Screen shots of each step you take Review Patch Docum entation For a base release (".0" release, such as 13.0), Oracle Retail strongly recommends that you read all patch documentation before you begin installation procedures. Patch documentation can contain critical information related to the base release, based on new information and code changes that have been made since the base release. Oracle Retail Docum entation on the Oracle Technology Network In addition to being packaged with each product release (on the base or patch level), all Oracle Retail documentation is available on the following Web site: http://www.oracle.com/technology/documentation/oracle_retail.html Documentation should be available on this Web site within a month after a product release. Note that documentation is always available with the packaged code on the release date. viii Conventions Navigate: This is a navigate statement. It tells you how to get to the start of the procedure and ends with a screen shot of the starting point and the statement “the Window Name window opens.” Note: This is a note. It is used to call out information that is important, but not necessarily part of the procedure. This is a code sample It is used to display examples of code A hyperlink appears like this. Introduction 1 1 Introduction Overview Oracle Retail Merchandise Financial Planning Retail is part of the Oracle Retail Predictive Planning Suite. Oracle Retail Merchandise Financial Planning Retail provides strategic and financial product planning functions. These functions support industry planning standards for pre-season and in-season processes. Functions and processes that are a part uploads/Ingenierie_Lourd/ mfp-retail-user-guide.pdf