Download - Assortment Operations

BB Configuration Guide

EHP5 for SAP ERP 6.0June 2011EnglishEnglish

Assortment Operations (713)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermanyBuilding Block Configuration Guide

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Typographic Conventions

Type StyleDescription

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Cross-references to other documentation.

Example textEmphasized words or phrases in body text, titles of graphics and tables.

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Contents

5Assortment Management: Configuration Guide

51Purpose

52Preparation

53Configuration

53.1Assortment

53.1.1Maintain General Control for Assortments

73.1.2Maintain Assortment Dimensions

83.1.3Maintain Assortment Types

93.2Layout

93.2.1Maintain Fixture Categories

103.2.2Maintain Settings for Layout Workbench Connection

113.2.3Setting System Messages

113.2.4Creation Status for Core Articles

123.2.5Maintain a Maintenance Group for Core Articles

143.2.6Maintain Space Management Profiles

153.2.7Assign Space Management Profile to Site

153.2.8Maintain annual seasons

Assortment Management: Configuration Guide

1 Purpose

This configuration guide provides the information you need to set up the configuration of this building block manually.

If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools, refer to the installation guide of this building block.2 Preparation

Before you start installing this building block, you must install prerequisite building blocks. For more information, see the building block prerequisite matrix located on the Documentation DVD on the Content Library page under Technical Information (on the left navigation pane).

3 Configuration

3.1 Assortment3.1.1 Maintain General Control for AssortmentsUse

In the transaction WSS1 (General Control, Retail Master Data) you define some basic master data related parameters that affect several application areas in SAP Retail. Relevant for this building block are the settings that are related to assortments, which are grouped in subscreen Control, Assortments. Here you define: Which interface module you want to use between Assortment and Integrated Article Maintenance (Using a module other than the available standard module is a massive deviation from the standard and should not be done lightly.) If you want to work with without listing conditions (As listing conditions are a prerequisite for POS download and assortment list generation this indicator should not be set). The function module which performs subsequent listing/master data creation in cases where the article master data is missing in a transaction involving stock for a target site and subsequent listing is allowed for it. Whether you want an entry to be made in the system log if during the creation of article master segments in assortment maintenance functions no reference can be found and thus the article segments can not be created fully. If when processing the errors reported in the system log for missing article master segments, the system determines that some errors still cannot be solved, another entry is made in the log. Number of days that the log records for missing segments would remain in the system (if you have chosen to create such log entries). The function module with which you can carry out any further checks to see whether an article is allowed in a sales order or delivery (User-Exit). If multiple assignment of sites and assortments is active. When multiple assignment is active, a site can be assigned several assortment of type 'C' besides its own local site-specific assortment. If it is not active, there is a 1:1 assignment ratio between site and assortment, meaning every site has its own local assortment and cannot be assigned any other assortments. If the local (site-specific) assortments are taken into account in listing when using the mass listing processes (WSM4, WSM8). If you want to use time-dependent assignment of sites to assortments

Procedure

1. Access the activity using one of the following navigation options:

Transaction CodeWSS1

IMG MenuIMG( Logistics - General ( Basic Data Retail ( General Control, Retail Master Data

2. On the Retail Master Data General Control screen, check that the following entries exist:Field nameDescriptionUser action and valuesNote

FM AssortmentInt.art.maint.ASSORTMENT_VERSION_ALL

Work Without Listing Conditionsnot set

FMod Subs. listingUSER_EXIT_NACHLISTUNG

Log missing article segmentsSet flag

Error log, multipleSet flag

Log records retention (days)10

FMod Any listing checkASSORTMENT_VERSION_GHC

Multiple Assignment Is ActiveSet flag

Local Assort-ments ListingSet flag

Time-Dep. Assignm.Set flag

3.1.2 Maintain Assortment Dimensions

Use

Assortment dimensions are used to group plants with similar characteristics together to use one assortment. The assortment dimensions to be used are defined by the assortment type. An assortment can use up to three assortment dimensions.

In this step, you define all assortment dimensions and their possible characteristic values that you want to use in assortment planning.Procedure

1. Access the activity using the following navigation option:

Transaction CodeSPRO

IMG MenuIMG( Logistics - General ( Assortment ( Assortment ( Maintain Assortment Dimensions

2. Check if the entries described below already exist and if not add them via New Entries.3. On the New Entries: Details of Added Entries screen, make the following entries:

Field nameField 1

(Dimension)Field 2

(Description)

Entry 1PRSpace Profitability

Entry 2SPSpace

4. Select the first entry (PR) and choose Dimension Values.5. On the New Entries: Overview of Added Entries screen, make the following entries:

Field nameField 1

(Val.)Field 2

(Description)

Entry 1P1high

Entry 2P2mid

Entry 3P3low

6. Choose Back.7. Select the second entry (SP) and choose Dimension Values.8. On the New Entries: Overview of Added Entries screen, make the following entries:

Field nameField 1

(Val.)Field 2

(Description)

Entry 1S150 sqm

Entry 2S230 sqm

9. Choose Save.3.1.3 Maintain Assortment TypesUse

The assortment type defines assortment attributes and the system response during assortment maintenance. Among other things, the assortment type controls:

The assortment dimensions

The option to assign a layout or layout module to the assortment

Automatic creation of a layout module when creating an assortment

PrerequisitesThe assortment dimensions you want to use must already be defined in the system.

Procedure1. Access the activity using the following navigation option:


IMG MenuIMG -Logistics - General ( Assortment ( Assortment ( Maintain Assortment Types

2. Check if the entries described below already exist and if not add them via New entries.3. On the New Entries: Details of Added Entries screen, make the following entries:Entry 1:

Field nameDescriptionUser action and valuesNote

Assortment typeBASI

DescriptionBasic assortment

Dimension 1SP

Dimension 2PR

Assign Layout ModuleSet flag

Create Layout moduleSet flag

LayoutModule Not InpRdySet flag

Entry 2: Field nameDescriptionUser action and valuesNote

Assortment typeFASH

DescriptionFashion assortment

Dimension 1SP

Dimension 2PR

Assign Layout ModuleNo flag

Create Layout moduleNo flag

LayoutModule Not InpRdyNo flag

4. If you want to add a description in another language choose GoTo and then Translation, select the desired language (for example, DE for German) and maintain the description (for example, Fashion Sortment).5. Choose Save.3.2 Layout3.2.1 Maintain Fixture CategoriesUse

A fixture type describes the general appearance for a group of fixtures for example, shelves, rounders or magazine racks. These are then defined in more detail in the definition of the actual fixture (for example, shelf 2 m wide).Procedure



IMG MenuIMG ( Logistics - General ( Assortment ( Assortment ( Layout ( Space Management ( Maintain Fixture Categories

2. Check if the entries described below already exist and if not add them via New Entries.3. On the New Entries: Overview of Added Entries screen, make the following entries:

Field nameField 1

(Fixture Categ.)Field 2

(Description)

Entry 1BPBSBasket

Entry 2BPFRFreezer Case

Entry 3BPRORounder

Entry 4BPSHShelf

Entry 5BPTATable

4. Choose Save.3.2.2 Maintain Settings for Layout Workbench Connection

Use

If you want to transfer certain articles from the Layout workbench to the Operational Assortment Planning and Control (OAPC) for further processing you have to make a couple of settings to enable such a transfer to take place successfully.First of all, an indicator has to be set to allow the transfer. A default value for the season category needs to be maintained in the general settings for OAPC. The reason for that is that season category, season year and rollout are required for the header data when a purchasing list is created in OAPC. Both the season year and the rollout can be determined based on dates maintained for the layout module version but the season category is determined from this default setting in Customizing. The procedure for allowing the transfer is outlined below - for all settings that are required to work with the OAPC. Refer to R20 Seasonal Procurement.

Procedure


IMG MenuLogistics - General ( Assortment ( Operational Assortment Planning and Control ( Maintain General Settings

2. On the Change View Maintain General Settings: Details screen, check that the following entries exist in the subscreen Settings for Layout Workbench Connection:Field nameDescriptionUser action and valuesNote

Default Season Category0000

Allow LWB OAPC TransferIndicator is set

3. Choose Save.3.2.3 Setting System Messages

Use

Change the message that controls whether the season data assigned to the article needs to match the season data of the purchasing list from an error message to a warning message.That way basic articles that do not have any season assigned to them can be transferred to OAPC without an error message.Procedure



IMG MenuIMG ( Logistics - General ( Assortment ( Operational Assortment Planning and Control ( Settings for System Messages

2. Select message number 254 (Article &1 is assigned to a different season than this purchasing list).

3. On the Change View Settings for System Messages: Overview screen, check that the following entry exists or change it if required:


Message TypeW Warning Message

4. Choose Save.3.2.4 Creation Status for Core Articles

Use

The creation status is an informational field in the basic data of the material master that indicates the application in which you created the material. For the creation of a core article from the layout workbench a specific status should be maintained here.Procedure



IMG MenuIMG( Logistics - General ( Material Master ( Retail-Specific Settings ( Settings for Key Fields ( Maintain Creation Status

2. On the Change View Maintain Creation Status: Overview screen, check that the following entry exists:Field nameDescriptionUser action and valuesNote

Creation status03

DescriptionLayout Workbench

(If it does not exist add it via New Entries).3.2.5 Maintain a Maintenance Group for Core Articles

Use

Maintenance groups determine which fields of the article master the system displays for processing in the applications that use maintenance groups, for example, core master data processing, integrated mass change or the article list.You can create one or more templates for a maintenance group where you enter default data for example for the initial screen for core article master data processing. A maintenance group can be defined as cross-application or application-specific. Below an application-specific maintenance group is created for the creation of core articles from the layout workbench. A core article master record contains the article segments and article data that you need for the function in which you are creating the core master record. You can enhance a core article master record later on with the missing master data so that you can use it operationally as a complete article in every application.Procedure

1. Access the activity using one of the following navigation options:

Transaction codeWRFMGROUP

SAP system menuLogistics ( Retailing ( Master Data ( Article Data ( Article ( Manage Maintenance Groups

2. If there is no hierarchy tree structure displayed on the left side of the screen, use the Show/Hide Tree button to display it.3. Choose Change Mode.4. Select the Layoutworkbench folder in the hierarchy tree.5. Choose Create Node .6. The message: Select a node type, displays. Choose Maint.Group.7. Maintain the following values:Field nameDescriptionUser action and valuesNote

Node ID(not maintained by user)The node ID is assigned by the system

Node name

(field right of the ID)Layout workbenchField name is not displayed on the screen

DescriptionLayout workbenchCan be used to describe the node in more detail. Via button maintenance of language-speci-fic text possible.

8. Choose the Select field groups button to add the following field groups to the maintenance group. Once they are transferred from the selection screen to subscreen Field Group Assignment, set the indicators in the Propose (field cont.) column, as indicated below:FGDescriptionProposeAttributes

32: Classification

71: Assortment Assignment

80: Variant Dataset indicator

93: Purch. Price Maint.set indicator

104: Sales Price Maint:set indicator

110: Basic Data Textset indicator

500: Art. Hierarchy Nodes

920: Seasonset indicator

950: Tax Classificationset indicator

980: RTF Creation Statusset indicator

1180: Purchasing Groupset indicator

1230: Short Textset indicator

1400: Alternate UoMset indicator

1410: HEAN/UPC Codeset indicator

1420: Measurements of a UoMset indicator

1430: Volumes of a UoMset indicator

1440: Weight of a UoMset indicator

1654: Item Category Groupset indicator

2023: Vendor Article Numberset indicator

The indicator Propose (field cont.) specifies that the field content is proposed from the reference material when creating an article master record using a reference article.9. Maintain a template for the maintenance group. Select maintenance group and choose the Show/Hide button.

10. On the subscreen Maintain templates, make the following entries:

Field nameDescriptionUser action and valuesComment

Short textT1

CS03

MTypHAWA

Ct00

POrg1000

Cat0(Info record category)

SOrg1000

DChl10

11. Choose Save.

12. Choose Change Mode.13. Choose the Show/Hide button.

14. Choose the Maintain Default Data button in the Maintain Templates subscreen.15. On the Maintain template screen, make the following entries under Basic Data:Field nameDescriptionUser action and valuesComment

Season year2011

Season0000

Tax class.1

16. Make the following entries under Sales Data:Field nameDescriptionUser action and valuesComment

Item category groupNORM

17. Choose Back.18. Choose Save.3.2.6 Maintain Space Management ProfilesUse

The space management profile groups various control parameters for connection with external space management programs.

Procedure



IMG MenuIMG ( Logistics - General ( Assortment ( Assortment ( Layout ( Space Management ( Maintain Space Management Profile (Basis LIS or BW)

2. Check if the entry described below exists, and if not, add it via New Entries.3. On the New entries: Details of Added Entries screen, make the following entries:


Space Mgtm ProfileZ001

DescriptionShelf Optim. Profile

Read pur. priceSet flag

Read sales pr.Set flag

4. Choose Save.3.2.7 Assign Space Management Profile to Site

Use

The space management profile, groups various control parameters, for connection with external space management programs.

Procedure


Transaction codeWB02

SAP system menuLogistics ( Retailing ( Master Data ( Site Data ( Site ( Change

2. On the Site Change Initial Screen screen, make the following entry:


SiteM014

3. Choose Enter.4. Choose the Layout/Blocks tab and make the following entry:


Space Mgmt ProfileZ001

5. Choose Save.3.2.8 Maintain annual seasons1. Access the activity using one of the following navigation options:


IMG MenuLogistics General ( Season ( Maintain annual seasons

SAP Role Menu

2. This settings should be in Season "0001/0002". If a setting is missing, then choose the button to add a new method step and add the missing entries.Field nameField 1

Season.Field 2

Season yearField 3

Rollout

Entry 100012008 to 2010

Entry 200022008 to 2010

The entries for 2009 and 2010 are similar

3. Choose the button or select ENTER on the keyboard.

4. Choose the button to save the entries.

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Download - Assortment Operations

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