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Oracle Retail Allocation

Release Notes Release 14.1

E58971-01 December 2014

This document highlights the major changes for Release 14.1 of Oracle Retail Allocation.

Overview

A retailer's most important asset is its inventory. Oracle Retail Allocation helps

retailers determine the inventory requirements at the item, store, and week level using real time inventory information. The system calculates individual store need based on parameters you set - whether it's the characteristics of the product, the store, or the category. The result is an allocation tailored to each store's unique need.

Oracle Retail Allocation allows you to allocate either in advance of the order's arrival or at the last minute to leverage real-time sales and inventory information. And when you do allocate, the system provides you the flexibility of basing your allocation on different methods such as: merchandise plans, sales history or a demand forecast.

Hardware and Software Requirements

See the Oracle Retail Allocation Installation Guide for information about the following:

■ Hardware and software requirements

■ Oracle Retail application software compatibility

Note:

■ Oracle Retail recommends the use of a wide-screen monitor for

the Oracle Retail Allocation, Release 14.x software.

■ Mozilla Firefox is the recommended browser for the Allocation,

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Functional Enhancements

The following functional enhancements are included in this release.

Warehouse-to-Warehouse Allocation

Allocation has been enhanced to provide the ability to create allocations with a virtual warehouse as the destination location. In addition to stockholding stores, a virtual warehouse is now recognized as a valid destination location, while creating Standard, What-If, and Scheduled allocations. Once a warehouse-to-warehouse allocation is calculated and approved, it results in the movement of goods from the source warehouse to the destination warehouse.

Default Auto Quantity Limits

Allocation provides the facility to control the store need as well as the allocated quantity with the help of Quantity Limits, which are applied at the item/location level. This feature provides the capability to store the set of Quantity Limits in the database table prior to the creation of an allocation. By selecting the Auto Quantity Limits check-box in the Quantity Limits tab, the stored values are displayed in the Quantity Limits window. These values are used during the calculation process of an allocation containing the relevant merchandise hierarchy. In case the data is present at multiple hierarchical levels, the one at the lowest level is used.

Spread to All Locations

The Spread to All Locations feature is enabled when the total available quantity is not fully allocated and additional quantity is available to allocate. This remaining quantity is spread using the Proportional or Evenly mode to the desired group of locations without the need to navigate back to the Policies window, editing the rules and associated parameters and re-calculating.

Default Allocation Release Date

Allocation provides the ability to default the release date for an allocation based on a system option setting. The logic used for defaulting the date is based on the set of item sources present in the allocation. This functionality reduces the user effort of having to set a release date manually every time an allocation is created.

Hiding Columns in a Worksheet

Allocation provides the ability to hide columns in a worksheet which improves screen utilization in the Worksheet by displaying only the sources selected during the search process. The rest of the sources are not displayed even if they have non-zero

availability of the items being allocated.

Note: The following terms are used interchangeably within the application and the documentation:

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Technical Enhancements

The following technical enhancements are included in this release:

Database Server Support

Oracle Retail Allocation Release 14.1 is supported for use with the following database server:

■ Oracle Database 12cR1 (12.1.0.1.4) Enterprise Edition

Browser Support

Oracle Retail Allocation Release 14.1 is supported for use with the following browser:

■ Microsoft Internet Explorer 11

Security Technologies

Oracle Retail Allocation Release 14.1 is supported for use with the following security technologies:

■ Oracle Access Manager (OAM) 11.1.2.2

■ Oracle Identity Management 11g Release 1 (11.1.1.7)

Allocation Maintenance Review/Results Synchronization

In the previous releases, the review section and result section of the maintenance page were not kept in sync until the time of save or calculation. This logic has been changed so that the edits in the Results section update the Final Allocated Quantity in the Review section dynamically.

WebCenter Removal

WebCenter is no longer required to support the Allocation technology stack. Basic functionality which was provided with WebCenter in previous releases, such as dashboard configuration, is now supported through configuration.

ReSTful Web Services

This release includes a number of Allocation ReSTful Web Services. These services are built based upon a mobile application point of view as defined by Oracle Retail. The services are designed to support the mobile application functionality defined in this point of view.

Integration Enhancement

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RSL Removal

To be consistent with Oracle Retail Enterprise changes for 14.1, Allocation integration to RMS for What If Purchase Order creation was modified to remove the Retail Service Layer (RSL). This tool was replaced by direct RMS package calls using the Allocation wrapper package, to be consistent with other Allocations RMS interactions.

RASRM Integration

Allocation is integrated with the Retail Application Security Roles Manager (RASRM) which provides retailers the ability to align the security model for Retail Fusion applications (Allocation, ReSA) with their own business model. RASRM accomplishes that through the Manage Roles Mapping and Manage Duty Roles features.

Related Documentation

For more information, see the following documents in the Oracle Retail Allocation, Release 14.1 documentation set:

Oracle Retail Allocation Installation Guide

Oracle Retail Allocation User Guide and Online HelpOracle Retail Allocation Operations Guide

Oracle Retail Allocation Data ModelOracle Retail Merchandising Batch ScheduleOracle Retail Merchandising Security GuideOracle Retail Merchandising Implementation Guide

Supplemental Documentation on My Oracle Support

The following documents are available through My Oracle Support. Access My Oracle Support at the following URL:

https://support.oracle.com

Merchandising Functional Library [1585843.1]

The Merchandising Functional Library contains a number of Allocations related whitepapers, which cover general functional topics around Allocation that are still relevant to the 14.1 release, including:

■ Allocation Whitepaper

■ Allocation Receipt Plan Whitepaper [1638265.1] ■ Allocation Fashion Items Whitepaper

Oracle Retail Merchandising Operations Management 14.1 Upgrade Guide (Doc ID

1595732.1)

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Oracle Retail Merchandising Mock Installation Test Cases, Release 14.1 (Doc ID

1597813.1)

This guide describes the approach that each Oracle Retail Merchandising Operations Management application takes for the upgrading process, as well as its upgrade assumptions and considerations. Actual procedures for the upgrade may be included in the application's Installation Guide.

Supplemental Training on My Oracle Support

The following document is available on the My Oracle Support Web site. Access MyOracle Support at the following URL:

https://support.oracle.com

Transfer of Information (TOI) Material [ID 732026.1]

Online training is available to Oracle supported customers at product release. These online courses provide release-specific product knowledge that enables your functional and technical teams to plan, implement and/or upgrade and support Oracle Retail applications effectively and efficiently.

Documentation Accessibility

For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at

http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

Access to Oracle Support

Oracle customers that have purchased support have access to electronic support through My Oracle Support. For information, visit

http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit

http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired.

Oracle Retail Allocation, Release Notes, Release 14.1

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.

The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.

If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, then the following notice is applicable:

U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government.

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responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services, except as set forth in an applicable agreement between you and Oracle.

Value-Added Reseller (VAR) Language Oracle Retail VAR Applications

The following restrictions and provisions only apply to the programs referred to in this section and licensed to you. You acknowledge that the programs may contain third party software (VAR applications) licensed to Oracle. Depending upon your product and its version number, the VAR applications may include:

(i) 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. (ii) the Wavelink component developed and licensed by Wavelink Corporation (Wavelink) of Kirkland, Washington, to Oracle and imbedded in Oracle Retail Mobile Store Inventory Management.

(iii) 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.

(iv) 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.

You acknowledge and confirm that Oracle grants you use of only the object code of the VAR Applications. Oracle will not deliver source code to the VAR Applications to you. Notwithstanding any other term or condition of the agreement and this ordering document, you shall not cause or permit alteration of any VAR Applications. For purposes of this section, "alteration" refers to all alterations, translations, upgrades, enhancements, customizations or modifications of all or any portion of the VAR Applications including all reconfigurations, reassembly or reverse assembly, re-engineering or reverse engineering and recompilations or reverse compilations of the VAR Applications or any derivatives of the VAR Applications. You acknowledge that it shall be a breach of the agreement to utilize the relationship, and/or confidential information of the VAR Applications for purposes of competitive discovery.

References

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