ORUG President: ArMand Nelson, Gander Mountain March 24, 2016 Webcast. Copyright 2016 Oracle and/or its affiliates. All rights reserved.
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2 ORUG President: ArMand Nelson, Gander Mountain March 24, 2016 Webcast Copyright 2016 Oracle and/or its affiliates. All rights reserved.
3 Agenda 1 2 Induction Overview PO Induction Copyright 2016 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Restricted 3
4 Induction Overview Copyright 2016 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Restricted 4
5 Induction Overview Item Induction Introduced in RMS v14.1 Process for uploading items into RMS from an external source such as Vendors via EDI or a vendor portal Assortment Planning Product Lifecycle Management (PLM) Product Information Management (PIM) Spreadsheet (for manual item creation) Staging area for further enrichment prior to creation and approval in RMS Creation of new items and maintenance of items, including cost changes Web service for requesting item numbers PO Induction Introduced in RMS v15.0 Process for uploading POs into RMS from an external source such as Vendors Assortment Planning or other planning applications (buy plan) Product Lifecycle Management (PLM) Spreadsheet (for manual PO creation) Staging area for further enrichment prior to creation and approval in RMS Creation of new orders and maintenance of existing orders Web service for requesting PO numbers Copyright 2016 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Restricted 5
6 Induction Overview Common Integration Framework RIB Bulk Induction Induction Staging tables RMS tables Spreadsheet Copyright 2016 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Restricted 6
7 Induction Overview Common Integration Framework Multiple methods for processing item and order data into RMS RIB interface Bulk load XML files via a shell script Manually via spreadsheet import Functionality intended to be a framework integration from external systems or used as basis for micro-apps All items and orders pass through the staging area, but flexibility to choose which transactions are staged vs. those that continue to RMS Copyright 2016 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Restricted 7
8 Integration Methods RIB vs. Bulk Load RIB Bulk Load Manual Upload to staging tables Upload direct to RMS Configurable templates with defaulting Processing type Synchronous Asynchronous Synchronous/ Asynchronous Error Handling Retry/ Reprocess Online in RMS* Online in RMS Custom Flex Attributes * Errors write to error tables, which would also support custom-built monitoring processes Copyright 2016 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 8
9 Induction Overview Common Template Configuration All processing in the induction framework, both manual and automated, is done through the use of templates RIB integration uses a predefined template that cannot be modified Templates define which tables and columns are created/updated Each worksheet represents a table in RMS PO induction also uses a de-normalized table, which combines key fields from order/item, order/item/location, and allocation tables The spreadsheet columns represent the columns on the RMS tables Default values can be defined for both displayed and non-displayed columns Valid values available for some columns Copyright 2016 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Restricted 9
10 Use Cases Item Induction from Assortment Planning Line Review Commit Assortment Finalize Item Setup Upload Items Styles which make the cut are added to the Shopping List in Assortment Planning, with initial costing and attributes. Item numbers requested from RMS Item information initially staged to RMS. Finalize assortment decisions to assort styles by: color and size. Item information initially staged to RMS is updated. Enrich item information in the staging area in RMS adding all required attribution Upload to RMS as approved items. Copyright 2016 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Restricted 10
11 Use Cases PO Induction Mass Order Approval Download Orders Review Orders Update Status Re-upload Select a group of orders currently in Submitted status for department and/or supplier Extract orders to a spreadsheet for review Review orders extracted for approval Update orders as needed or add comments for orders that are not being approved Update status to approved or back to worksheet if further revisions needed Upload to RMS to update the orders Copyright 2016 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Restricted 11
12 Use Cases Using Item and PO Together Line Review Commit Assortment Create Buy Plan Finalize Item Setup Review and Upload Order Styles which make the cut are added to the Shopping List in Assortment Planning, with initial costing and attributes. As part of this process, AP calls RMS to receive a list of item numbers to assign to these styles. Item information initially staged to RMS. Finalize assortment decisions to assort styles by: color and size. Determine buy quantities. Item information initially staged to RMS is updated. Generate receipt plan by item, date, and store cluster, exploded to store level. Determine whether to create bulk buy and allocate later or create cross-dock orders. Orders staged to RMS based on buy plan. Enrich item information in the staging area in RMS Upload to RMS as approved items. Items enriched and uploaded to RMS. Download orders staged for subclass from staging. Review data sent from AP and update as needed. Upload PO details from spreadsheet to RMS. Copyright 2016 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Restricted 12
13 PO Induction Overview Copyright 2016 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Restricted 13
14 PO Induction Overview Provide a staging area for POs which are started in an external system Provide more flexibility in maintaining POs (mass maintenance) Support for PO related functional enhancements Creation of cross-dock POs Previously supported only via replenishment or integration from external system (e.g. allocation, AIP) Allocations created in the Allocation product are not editable in this framework Multi-drop POs Common in fashion where buying commitments given to vendors at beginning of season Addition of master PO number which will allow similar POs to be grouped together for reporting, while individual POs still have a single delivery date PO Number Service for an external system to request and reserve PO numbers for use Copyright 2016 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Restricted 14
15 PO Induction Use Cases Support POs sent from planning application (buy plan) Buy plan created based on stores, but PO needs to be cross-docked or built for warehouse deliveries and allocated later Support business case where POs and Items are being created over time Similar to slow item and PO build concepts Ability to import a PO that has an item that doesn t yet exist in RMS (may be sitting in Item Induction staging tables) Utilize pre-issued order numbers to allow POs to be started in the field and uploaded to RMS Copyright 2016 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Restricted 15
16 PO Induction Use Cases Support mass maintenance of existing POs such as Update cost of all items on a PO or across POs Change color or location of group of items on a PO Mass approval Copyright 2016 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Restricted 16
17 PO Induction Integration Framework Utilization of templates to provide the ability for customers to define the tables and columns included in a data file (spreadsheet or XML) Multiple methods for processing order data in to RMS manually via spreadsheet import, XML files via a shell script, or via the RIB Xorder interface. The ability to extract existing RMS PO data into dynamic spreadsheets as defined by the templates. Copyright 2016 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Restricted 17
18 PO Induction Integration Framework XOrder PO Induction Batch (xml) PO Induction Staging RMS Order tables Spreadsheet Copyright 2016 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Restricted 18
19 Example 1: Direct to WH order Master Order Master Location Item Location Qty Order # Order # SKU Style Color Size Location Order Type Order Qty Processing Type Processing WH RED S 1000 S Consolidation , RED M 1000 S Consolidation RED L 1000 S Consolidation 10, RED S 2000 S Consolidation RED M 2000 S Consolidation 10, RED L 2000 S Consolidation , RED S 1000 S Consolidation RED M 1000 S Consolidation 10, RED L 1000 S Consolidation RED S 2000 S Consolidation 10, RED M 2000 S Consolidation RED L S Consolidation 10, , , , , ,000 File containing these details creates two orders (one master PO) Each order contains One style One color Three sizes Two stores are specified with processing type of consolidation; based on processing WHs indicated Locations with no processing WH use default WH for store (WH 101) Locations with a processing warehouse specified create PO based on default warehouse No allocations are created Copyright 2016 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Restricted 19
20 Example 2: Cross-dock order Order Master Master Item Location Location Order Qty Alloc Alloc Qty Order # Order # SKU Order Style Color Size Location Type Order Qty Processing Location Type Processing WH RED S S 20, Cross 1000 Dock 10, RED M 1000 S Cross Dock RED L 1000 S Cross 2000 Dock 10, RED S 2000 S Cross Dock , RED M 2000 S Cross Dock 10, RED L 2000 S Cross 2000 Dock 10, RED S 1000 S Cross Dock RED M S 20, Cross 1000 Dock 10, RED L 1000 S Cross Dock RED S 2000 S Cross 2000 Dock 10, RED M S 20, Cross 1000 Dock RED L 2000 S Cross Dock 10, , , , , , , ,000 File containing these details creates two orders (one master PO) Each order contains One style One color Three sizes Two stores are specified with processing type of cross dock; based on processing WHs indicated Locations with no processing WH use default WH for store (WH 100) Locations with a processing warehouse specified create PO based on default warehouse Allocations are created based on stores specified Copyright 2016 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Restricted 20
21 Demonstration video Copyright 2016 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Restricted 21
22 Manage Admin Data Copyright 2016 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Restricted 22
23 Manage Admin Data Leverage a similar download and upload process as is used in the ReSA Data Loading function The import/export capability has been delivered in addition to the existing Forms use to maintain the data Examples : Diff Types and IDs, Channels, HTS, Inventory Status Types, Codes, and GL Cross Reference ReSA Manage Data screen is used to support this function so it is only available to customers having ReSA licenses. Copyright 2016 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Restricted 23
24 Manage Admin Data Data Flow Download Create/Update/Delete Upload Copyright 2016 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Restricted 24
25 Manage Admin Data Data Upload Status The status of the upload and any errors encountered can be viewed in the Data Upload Status screen Copyright 2016 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Restricted 25
26 Additional Resources Whitepapers on My Oracle Support (support.oracle.com) Functional TOIs ( ) All TOIs for v15 can be accessed via the Oracle Retail link Merchandising Functional Library ( ) PO Induction Manage Admin Data Template Configuration for Item and PO Induction, Admin API Item Induction Copyright 2016 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Restricted 26
27 Oracle Industry Connect Four Reasons to Attend Oracle Retail Industry Connect- The Oracle Retail Industry Connect Speaker Roster (30 customer speakers from 23 different retailers) - Copyright 2016 Oracle and/or its affiliates. All rights reserved. 27
28 Oracle Industry Connect ORUG Pre-conference Networking Sessions Monday April 11, 2016 Time: 1:00 pm 6:00pm Walt Disney World Swan Resort To Register for the ORUG pre-conference SIG If you haven't already, register at Oracle Industry Connect to confirm your participation in the retail program today. Attendance is limited to retailers and our program sponsors to ensure that the focus remains on retailers learning from one another. Send your questions to ArMand Nelson (ORUG President) and Rosemarie Lao (Oracle) SIG 1:00-2:30PM 2:45-4:15PM 4:30-6:00PM Commerce (ATG & Endeca) Conference Room: Toucan 1 Merchandising Conference Room: Mockingbird 2 Conference Room: Mockingbird 2 Omni-channel (Micros OCP, OMS, CE, OB) Conference Room: Toucan 2 Joint Planning & Supply Chain Conference Room: Toucan 2 Conference Room: Toucan 2 Joint Stores & SIM Conference Room: Toucan 1 Conference Room: Toucan 1 Fashion (closed-group) Conference Room: Mockingbird 2 Commerce Merchandising Omni-channel Planning & Optimization Stores Supply Chain Technology Functional Copyright 2016 Oracle and/or its affiliates. All rights reserved. 28
29 The RACK Micro site Update Highlights Retail Asset and Community Knowledge Improved navigation and visualization New categories for fast access to most soughtafter information Customer content by vertical Event proceedings by event (e.g., Open World, ORUG, etc.) Oracle Solutions features latest solution area roadmap(s) Post-conference materials Search by keyword (ORUG) Copyright 2016 Oracle and/or its affiliates. All rights reserved. 29
30 Get Involved! Survey to capture information/feedback from Existing Members (feedback and updates) New Members (enrollment) Copyright 2016 Oracle and/or its affiliates. All rights reserved. 30
31 Thank You! Questions or Feedback? Contact SIG Leader to request for SIG webcast recording Copyright 2016 Oracle and/or its affiliates. All rights reserved. 31
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