Oracle Retail Merchandising Conversion
Oracle Retail Merchandising Conversion Implementation Guide Release 19.2.000 F37376-03 May 2021
Oracle Retail Merchandising Conversion Implementation Guide, Release 19.2.000 F37376-03 Copyright 2021, Oracle and/or its affiliates. All rights reserved. Primary Author: 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. 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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. 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Contents Send Us Your Comments . ix Preface . xi Audience. xi Documentation Accessibility . xi Customer Support . xi Improved Process for Oracle Retail Documentation Corrections . xii Oracle Retail Documentation on the Oracle Help Center (docs.oracle.com) . xii Conventions . xii 1 Introduction Roles and Responsibilities . 1-2 2 Data Entities Base Seeding and Manual Configuration . 2-1 Functional Conversion . 2-1 Foundation Data and Item. 2-1 Core Foundation. 2-2 Optional Foundation . 2-3 Hierarchies . 2-4 Pricing Foundation . 2-6 Suppliers and Partners . 2-6 Core Item . 2-7 Optional Item. 2-9 Other . 2-9 Pricing. 2-10 Future Retail. 2-10 Clearance Markdowns. 2-10 Key Assumptions . 2-12 Purchase Orders. 2-12 Key Assumptions . 2-13 Inventory Transactions . 2-13 Customer Orders. 2-13 Create Customer Orders . 2-14 Key Assumptions . 2-15 v
Sales History and Warehouse Issues. Key Assumptions . Stock on Hand and Stock Ledger . Non-Sellable Inventory . Stock on Hand . Stock Ledger. Key Assumptions . Converting Other Data. Sales Audit Totals and Rules . Custom Flex Attributes (CFAS) . Custom Validation Rules . Data Filtering . Duty and Privilege Configuration for Roles . Converting Non-Merchandising Solutions . 2-16 2-16 2-16 2-16 2-16 2-18 2-18 2-18 2-19 2-19 2-20 2-20 2-20 2-20 3 Getting Started Key Assumptions . 3-2 4 Prepare for Conversion Overall Customer Responsibilities. Download Templates. Key Data File Assumptions . Department Example. Integration Triggers . Golden Gate Replication . 4-1 4-1 4-3 4-4 4-4 4-5 5 Data Conversion Application Logging In . 5-1 Import from File . 5-2 View Upload Errors . 5-4 Correct Import Errors . 5-5 Data Validation . 5-5 View Data Validation Errors . 5-6 Correct Data Validation Errors . 5-7 Business Validation. 5-7 View Business Validation Errors . 5-8 Correct Business Validation Errors . 5-9 View Uploaded Data. 5-9 Mass Upload. 5-10 Mass Upload Results . 5-12 View Errors . 5-12 Download Errors. 5-12 Download Errors. 5-12 Download Failed Data . 5-12 Search for a Mass Upload Process . 5-13 vi
6 Load to Production Environment Monitoring and Troubleshooting. Contextual Reports . User Interface Monitoring. Database Monitoring . 6-2 6-2 6-3 6-3 7 Mock Conversions Important Notes. 7-2 8 Task Execution Engine Important Notes. 8-4 A Appendix: Entity Sequence List Entity Groups . A-2 Entity Details. A-2 Entities. A-2 B Appendix: Offline File Validator Prerequisites. Download the Off-line File Validator . Use the Off-line File Validator . Bulk Offline Validation . B-1 B-1 B-1 B-3 C Appendix: Loading Replenishment Data Manual Spreadsheet Upload . Bulk Upload Batch . Replenishment Schedule ReST Service. Custom Load Script. Key Considerations. C-1 C-1 C-1 C-2 C-2 D Appendix: Best Practices Data Conversion Tool . Item Conversion . Item Direct Load. Key Considerations. Item Location Conversion. D-1 D-4 D-4 D-5 D-5 E Appendix: Publication Tables and Triggers MFQUEUE Triggers . E-1 Publication Tables . E-4 F Appendix: Frequently Asked Questions vii
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Send Us Your Comments Oracle Retail Merchandising Conversion Implementation Guide, Release 19.2.000 Oracle welcomes customers' comments and suggestions on the quality and usefulness of this document. Your feedback is important, and helps us to best meet your needs as a user of our products. For example: Are the implementation steps correct and complete? Did you understand the context of the procedures? Did you find any errors in the information? Does the structure of the information help you with your tasks? Do you need different information or graphics? If so, where, and in what format? Are the examples correct? Do you need more examples? If you find any errors or have any other suggestions for improvement, then please tell us your name, the name of the company who has licensed our products, the title and part number of the documentation and the chapter, section, and page number (if available). Note: Before sending us your comments, you might like to check that you have the latest version of the document and if any concerns are already addressed. To do this, access the Online Documentation available on the Oracle Technology Network Web site. It contains the most current Documentation Library plus all documents revised or released recently. Send your comments to us using the electronic mail address: retail-doc us@oracle.com Please give your name, address, electronic mail address, and telephone number (optional). If you need assistance with Oracle software, then please contact your support representative or Oracle Support Services. If you require training or instruction in using Oracle software, then please contact your Oracle local office and inquire about our Oracle University offerings. A list of Oracle offices is available on our Web site at http://www.oracle.com. ix
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Preface This guide provides information about data conversion for the Oracle Retail Merchandising Suite of applications - primarily for the Merchandising Foundation Cloud Service (or Merchandising) and the Pricing Cloud Service (or Pricing). It also describes the tools available to assist in conversion, including the Data Conversion application. This guide covers the functional scope of conversion, as well as the overall data migration approach and details the tools available. It also details the screens and covers content from a user manual perspective for the Data Conversion Application. The approach detailed here is suggestive and can be changed based on your business processes, environments, and delivery phases. Audience The implementation guide is intended for the Oracle Retail Merchandising Operations Management applications integrators and implementation staff, as well as the retailer's IT personnel. 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. Customer Support To contact Oracle Customer Support, access My Oracle Support at the following URL: https://support.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 xi
Screen shots of each step you take Improved Process for Oracle Retail Documentation Corrections To more quickly address critical corrections to Oracle Retail documentation content, Oracle Retail documentation may be republished whenever a critical correction is needed. For critical corrections, the republication of an Oracle Retail document may at times not be attached to a numbered software release; instead, the Oracle Retail document will simply be replaced on the Oracle Technology Network Web site, or, in the case of Data Models, to the applicable My Oracle Support Documentation container where they reside. This process will prevent delays in making critical corrections available to customers. For the customer, it means that before you begin installation, you must verify that you have the most recent version of the Oracle Retail documentation set. Oracle Retail documentation is available on the Oracle Technology Network at the following URL: acle-retail-100266.html An updated version of the applicable Oracle Retail document is indicated by Oracle part number, as well as print date (month and year). An updated version uses the same part number, with a higher-numbered suffix. For example, part number E123456-02 is an updated version of a document with part number E123456-01. If a more recent version of a document is available, that version supersedes all previous versions. Oracle Retail Documentation on the Oracle Help Center (docs.oracle.com) Oracle Retail product documentation is also available on the following Web site: .html (Data Model documents can be obtained through My Oracle Support.) Conventions The following text conventions are used in this document: xii Convention Meaning boldface Boldface type indicates graphical user interface elements associated with an action, or terms defined in text or the glossary. italic Italic type indicates book titles, emphasis, or placeholder variables for which you supply particular values. monospace Monospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter.
1 Introduction 1 Converting data into Merchandising is a critical step to ensuring a successful implementation of the solution. Depending on your overall approach to the implementation, you may be phasing the solutions in over time - for example, starting with foundation data and then later going live with purchase orders and inventory - or you may be implementing the whole solution at once. This document will speak to the approach of a full end to end implementation of the solution, sometimes referred to as a"big bang" conversion. At a high level, conversions go through the following steps: The first three steps occur in your legacy solutions. The last step will be to load the cleansed, extracted, and transformed data into the Merchandising solutions. The vast majority of this migration of data from legacy applications to Merchandising can be achieved through the Data Conversion application. It works by consuming data files from your legacy solutions and loading them into Merchandising tables. From there, data integrity checks and business validations will be invoked to ensure the correctness of data being migrated. The tool contains screens to guide you through the conversion process. Any errors in the file data are reported at a detailed level to enable you to iteratively correct and re-run through the conversion process. The final converted data will then be exported to your production environment. Introduction 1-1
Roles and Responsibilities When your environments for Merchandising are provisioned, the Data Conversion Application will be part of the installation in non-production environments. It will be installed in the same database as Merchandising, but in a separate schema. Before this occurs or in parallel to the provisioning process, you will need to start analyzing your legacy data to determine how it maps to the Merchandising data model in order to execute the conversion. This includes looking at data cleansing, extract procedures, and transformation logic. To support this process, two tools are provided as part of this application - data templates and an Appendix: Offline File Validator tool. The templates provide detail on the structure of the data files, whereas the offline validator tool can allow you to start pre-validating your transformed data in your legacy environment. These will be described in more detail below. Then, once you have extracted and transformed your data into the templates, they can be transferred to the conversion environment and loaded into the tool to be validated. The last step, once all conversion related validations and testing is complete, is to load the data into production. Roles and Responsibilities The table below summarizes the roles and responsibilities of the customer and their system integration partner and the roles and responsibilities of the Oracle Cloud Operations team as it relates to conversion. 1-2 Oracle Retail Merchandising Conversion Implementation Guide
2 Data Entities 2 Base Seeding and Manual Configuration Prior to starting the conversion activities outlined in this document, it is expected that your provisioned Merchandising environment will have the base seeding scripts run, which load core foundational data like valid currency and country codes. Some of these data entities can be tailored for your business, such as calendar, codes, and system options. It is expected this will be done as needed pre-conversion such that any dependent data is configured properly to support the conversion activities. See the Oracle Retail Merchandising Implementation Guide for more details on this configuration. Functional Conversion For tables that will be converted, dedicated processes used to load files of data provided by you
describes the tools available to assist in conversion, including the Data Conversion application. This guide covers the functional scope of conversion, as well as the overall data migration approach and details the tools available. It also details the screens and covers content from a user manual perspective for the Data Conversion Application.
Retail, students must Pass the following six mandatory units: Unit 1: Understanding past, present and future contexts in fashion retail Unit 2: Preparation for Progression Unit 3: Fashion retail environment - merchandising Unit 4: Fashion retail - merchandising concepts Unit 5: Fashion retail - merchandising systems and skills
Oracle e-Commerce Gateway, Oracle Business Intelligence System, Oracle Financial Analyzer, Oracle Reports, Oracle Strategic Enterprise Management, Oracle Financials, Oracle Internet Procurement, Oracle Supply Chain, Oracle Call Center, Oracle e-Commerce, Oracle Integration Products & Technologies, Oracle Marketing, Oracle Service,
In retail, few concepts are at-once more important and yet more hazy than merchandising. While merchandising generates, to some extent, trillions in annual retail spending, few people—even longtime brand and retail professionals—will agree on what it is exactly. After all, merchandising assumes many different forms, and
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merchandising business that sells to those who use or consume the goods is called a retail merchandising business . A wholesale merchandising business buys and resells merchandise primarily to other merchandising businesses. Some wholesale businesses also sell to individual consumers. Service and merchandising businesses use many of the same .
In the retail store, merchandising is considered the hub of the organizational structure and the division around which all other activities resolve. Retail product merchandising at the retail store level is defined as procuring or selecting and buying product at wholes
This chapter describes how to log into Merchandising and provides an overview of the user interface. To learn how to perform specific Merchandising tasks, like creating and updating catalogs, products, and site content, see Creating and Managing Assets (page 27). Accessing Merchandising You access Merchandising through the Business Control Center.
Oracle Retail documentation may be republished whenever a critical correction is needed. For critical corrections, the republication of an Oracle Retail document may at times not be attached to a numbered software release; instead, the Oracle Retail document will simply be replaced on the Oracle
