RMS 13 Business Essentials: Foundation Data

This course is the first in a series for the Oracle Retail Merchandising System. It is suggested as a starting point because it gives a broad overview of the whole system and the RMS foundation that needs to be created prior to any other data entry. The course will focus on Organizational and Merchandise hierarchies as well as Items, Item types, suppliers and finishers. The course will also focus on the additional item types available in the merchandising system beyond the simple regular items. All of these topics are crucial pieces of the RMS foundation and fundamental to the operation of the Oracle Retail merchandising system.

Learn to:

• Describe the high level RMS Workflow
• Create foundation data
• Discuss the applications that integrate with RMS
• Describe the organizational hierarchy

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Audience

• Project Manager
• Administrator
• Business Analysts
• Functional Implementer
• End Users

Course Topics RMS Overview

• Explain the Oracle Retail Footprint
• Describe the high level RMS workflow
• Discuss the applications that integrate with RMS

RMS Navigation

• Navigate through the RMS application and forms
• Perform a search for information
• Use the view menu
• Use system help

Organizational Hierarchy

• Describe the organizational hierarchy structure in base RMS
• Explain multi-channels
• Create a store
• Add a warehouse to the organizational hierarchy
• Assign a cost structure to the physical warehouse
• Add a virtual warehouse to the physical warehouse
• Set up a virtual warehouse as an internal finisher
• Explain the stores and warehouse workflow

Merchandise Hierarchy

• Define the structure of the merchandise hierarchy
• Identify the levels of the merchandise hierarchy
• Identify merchandise hierarchy concepts
• Explain profit calculation, open to buy and markups
• Add a department
• Add a class
• Add a subclass

Merchandisers and Suppliers

• Explain the role of merchandisers
• Explain how to create a merchandiser
• Define supplier workflow
• Describe supplier management
• Identify supplier characteristics
• Describe electronic data Interchange
• Describe adding an item to a supplier
• Explain return requirements

Partners and Finishers

• Define a partner
• Define partner options
• Create a partner
• Maintain and search for a partner
• Describe internal and external finishers
• Explain work orders
• Define transformation and packing

Value Added Tax

• Explain Value Added Tax ( VAT)
• Explain VAT vs. Sales Tax
• Describe Inclusive and Exclusive VAT
• Identify VAT regions
• Explain VAT rates

Items and Differentiators

• Create 1, 2 and 3-level items with and without diffs
• Add Level 1, 2 and 3 item detail
• Define differentiators
• Explain the importance of transaction Levels
• Define the various types of unit of measure
• Identify the item status
• Define key item options and the use of color-coding in the option list
• Identify the item properties that can be used to group items

Item Types

• Describe Container, Crate, Contents and Returned items
• Create Deposit Items
• Create Transformable Orderable and Sellable Items
• Create Concession and Consignment Items
• Define Catch Weight Items

Pack Lists

• Identify and describe the types of pack items
• Create a sellable pack
• Create an orderable vendor pack
• Create an orderable buyer pack
• Create a simple pack

Item Lists

• Explain possible uses of item lists
• Create an item list
• Use an item list
• Rebuild an item list
• Identify the item properties that can be used to group items
• Identify item properties inherent to item setup that can be used to group items
• Describe additional item properties that can be used to group items

Locations

• Establish item/location relationships
• Set item/location cost
• Edit item/location information
• Explain possible uses of location lists
• Create a location list
• Use a location list
• Rebuild a location list

Course Review
Course Objectives

• Define and use the Organizational hierarchy structure
• Define and use the Merchandise hierarchy structure
• Describe the supplier structure
• Perform core RMS navigational and setup tasks
• Explain VAT
• Define Item Lists and Item Groups
• Add regular items, including items with differentiators
• Explain and use the new item types.
• Add pack items
• Use grouping tools to enhance application and workflow efficiency
• Create various transfers