Customizing Guide Szenario

Best Practices for mySAP Retail Version 1.47based on SAP R/3 Enterprise with Retail Extension 1.10 and SAP BW 3.0bCustomizing Guide ScenarioAssortment Management

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Contents4Customizing Guide for Assortment Management

1Introduction41.1.1Layout Management:41.1.2Layout Workbench52Preconditions62.1Create Layout Module62.2Create Layout Module Version62.3Create Layout Module Variants and Assign Article Layout Module72.4Create Layout82.5Assignment of Layout Module to Layout / Assortment / Store83Customizing103.1General Controlling, Retail Master Data103.2Assortment-Specific Customizing- Number Ranges Assortment123.3Assortment-Specific Customizing- Number Ranges Assortment Layout Modules123.4Assortment-Specific Customizing- Assortments Grades133.5Assortment-Specific Customizing- Assortment Grade Rules143.6Assortment-Specific Customizing- Listing Procedures153.7Assortment-Specific Customizing- Assortment Priorities163.8Assortment-Specific Customizing- Archiving Listing Conditions and Layout Modules173.9Maintain Selection Variants for Space Management183.10Maintain Space Management Profiles193.11Change Transaction-Dependent Field Selection21

Customizing Guide for Assortment Management1 IntroductionYou need to be using SAP Retail to be able to use the assortment functions, since they are not supported in the R/3 standard (SD or MM).

Assortments are separate objects in SAP Retail, which are used for managing assortments. The assignment of articles to assortments determines which assortments and therefore which articles a store can buy and sell. Articles can be assigned to the assortments automatically during article or assortment maintenance as the result of check rules. Alternatively, articles can be assigned manually to assortment layout modules, which are then assigned to the assortments. In both cases, the system automatically generates listing conditions for every valid combination of articles and assortments.Listing conditions are evaluated by all processes that require information about the assignment of articles to sites. When creating listing conditions, the listing period is also established. It determines the periods for managing an article in a site. Until Release 4.6C, sites were assigned to assortments using a 1:1 relationship. Every time a new site was created, assortments with the same name were defined as separate objects in a background step and assigned to the sites. It was not possible to process these assortments further and, in particular, it was not possible to assign additional sites or customers to them. In Release 4.70, the existing option of customer grouping for assortments was enhanced to include site grouping. The advantage of this n:m assignment is that assortment management is made significantly easier and listing conditions and database operations are significantly reduced for new and changed listing condition records. These new functions also make opening new sites much simpler thanks to the possibility to assign the new site to existing general assortments. This assignment means that the corresponding article assortment is determined automatically and the missing article master data is updated by an update process.1.1.1 Layout Management:

The layout concept is used as the basis for space management (see Figure 1

). The assortments in a store can be assigned to layouts. A store can be made up of a local assortment and several general assortments. Every store consists of layout modules, which represent the shelves (= is planogram in Space Management program(SMP)) in the store. The layout area is used to map the spatial assignment of a layout module in the layout.

A layout module can contain several layout module versions. Layout module versions have a time reference and contain the articles on a shelf. Layout module versions may contain articles from different merchandise categories. Moreover, an article can be assigned to several layout module versions and can also be placed on different parts of the shelf within the same layout module version. As the SMP is a planning instrument, you need to use versions with different validity periods within the layout modules. This is because the planning for the shelf is meant to take effect in the future, not immediately. The validity periods for the individual versions within a layout module are unique and may not overlap. Using the timely scheduling of layout modules in versions, it is for example, easy to map seasonal variations within a shelf.

Figure 1

1.1.2 Layout WorkbenchThe layout workbench represents the central transaction (transaction WLWB) for all functions concerning space management (SM) or the layout. The layout is displayed hierarchically for a store together with the layout modules assigned to it and their versions. If files have been assigned to the layout module version, these are also displayed in the overview and can be called from there. From the layout workbench, you can branch to all transactions relevant for SM, for example, layout module maintenance. Moreover, a layout module variant can be assigned to the relevant store for each layout module version and you can change the status of a layout module version. The assigned articles can be displayed both for the layout module version and the variant. You can also start listing from the layout workbench, meaning you do not have to call the interface every time the article needs to be listed for a layout module version. Listing conditions can either be created for all the released layout module versions that are currently valid or will be valid in the future or you can select individual layout module versions for which listing is to be started. For detailed information on the layout workbench, see the program documentation.

2 Preconditions

2.1 Create Layout Module

Preconditions:

Path: (WLMM)SAP Menu ( Logistics ( Retailing ( Master Data ( Assortment/listing ( Layout ( Layout maintenance

Procedure:1. Button: [NEW ENTRIES]; Layout module description2. Event. Reference customer for if a customer has not been entered in space management

Parameter Settings:1Lemonade M0022Juices M0023Perishables M0024General M002

Background:A layout module is a collection of articles that make sense to be displayed together in a store or department. They generally correspond to one or more shelves.A placement sequence can be defined within the layout module.

Remarks:

2.2 Create Layout Module VersionPreconditions:

Path: (WLMV)SAP Menu ( Logistics ( Retailing ( Master Data ( Assortment/listing ( Layout ( Maintenance of Layout Module Version

Procedure:1. Maintain a version, a status and a validity period

Parameter Settings:The initial version 000 with status 02 (released) is available for all layout modules in the delivery. In addition, any number of layout module versions can be created for the layout modules.

Background:Version of a layout module. Versions of a layout module enable you to plan layout modules. There is a clear assignment of a version of a layout module to a validity period

Remarks:

2.3 Create Layout Module Variants and Assign Article Layout ModulePreconditions:

Path: (WLWB)SAP Menu ( Logistics ( Retailing ( Master Data ( Assortment/listing ( Layout ( Layout workbench

Procedure:1. Enter using layout module and selection date2. Select valid layout module version and enter your layout module variants3. Assign articles in layout module version maintenance using input help

Parameter Settings:No layout module variants are defined in this delivery

Background:Layout module variants represent marginal variations of a layout module version. They always relate to layout module versions. Layout module variants are assigned to stores and always contain only the variations of the original version.

Remarks:

2.4 Create Layout Preconditions:

Path: (WLAM)SAP Menu ( Logistics ( Retailing ( Master Data ( Assortment/listing ( Layout ( Layout Maintenance

Procedure:1. Button [DISPLAY/CHANGE] (Ctrl+ F4)2. Button [NEW ENTRIES]: Enter a layout name and its description

Parameter Settings:FASHION FASHIOLAYOUT

FOOD FOODLAYOUT

HARDGOODS HARDGLAYOUT

Background:A layout is a spatial arrangement of the goods on offer in a store or department. A sequence of layout modules is determined within the layout, creating layout areas.

Remarks:A layout is assigned to each plant or each department.A layout module can be defined more than once within a layout. They are distinguished by the serial number within the layout.

2.5 Assignment of Layout Module to Layout / Assortment / Store

Preconditions:

Path: (WLAM)SAP Menu ( Logistics ( Retailing ( Master Data ( Assortment/listing ( Layout ( Layout Maintenance

Procedure:1. Button [POSITION CURSOR] (Button under layout list) -> Enter layout and select line2. Button [UPDATE] 3. Button [POSITION CURSOR] (first button next to layout module list ) -> Enter and select layout module4. Button [ASSIGN]5. Button [SAVE]

Parameter Settings:Layout Layout module AreaFOOD LB01 Lemonade 1FOOD2 LB02 Frozen goods 2FOOD3 LB03 Perishables 3

FASHION LB04 Ties 1

FASHION LB05 Casual trousers 2FASHION LB06 Blouses 3HARDGOODS LB07 Garden equipment 1HARDGOODS LB08 Toys and games 2 HARDGOODS LB09 Electical goods 3

Background:A layout is a spatial arrangement of the goods on offer in a store or department. A sequence of layout modules is determined within the layout, creating layout areas.

Remarks:A layout can be assigned to each plant or each department.A layout module can be defined more than once within a layout. They are distinguished by the serial number within the layout.

3 Customizing3.1 General Controlling, Retail Master Data

Preconditions:

Path: IMG ( Logistics General -> Basic Data Retail -> General Control, Retail Master Data

Procedure:Activate BC set (see below)

Parameter Settings:Default Valuation Class: 3100Merchandise Category Reference: X FM assortmentInt.art.maint. : ASSORTMENT_VERSION_ALL Work without listing cond. :

Fmod Subs. listing: USER_EXIT_NACHLISTUNG Log missing article segments: X Errorlog, multiple: X Log records retention (days) : 10FMOD any listing check: ASSORTMENT_VERSION_GHCMultiple Assignment is active : XLocal Assortments Listing: XRetail Industry Sector: 1Reference Site for DCs: T100Reference Site for Stores : T120Acitvate Additionals: X

Background:In the first point of this IMG activity, the name of the function layout module responsible for the interface between integrated article maintenance and the assortment functions is determined. The general creation of listing conditions is set using the Work Without Listing Conditions checkbox.The function module for subsequent listing is used in connection with the setting of the subsequent listing indicator in the site master (manual decision). This decides whether an automatic listing condition is created for a non-listed article at goods receipt or whether the delivery should be sent back to the vendor.The checkbox for logging missing article segments is used to enter a log entry in the system log.The Multiple Error Log checkbox is used to log missing material segments multiple times.The retention period for missing log records is entered in days.The function module for any listing check can be specially arranged as a listing basic rule for each customer. Several checks take place to see whether a material is permitted in a sales order or a delivery, for example. If multiple assignment is active, it means that several plants can be assigned to an assortment of type C. Otherwise there is a 1:1 assignment between plants and assortments.Indicator that determines whether the local (plant-specific) assortments are taken into consideration for listing in the mass listing processes (WSM4, WSM8)

Remarks:

BC-Sets: /BPR3R/LOG_STRG_RET_MD

3.2 Assortment-Specific Customizing- Number Ranges Assortment

Preconditions:

Path: IMG ( Logistics General-> Assortment-> Assortment -> Number Ranges, Assortments

Procedure:No entry required Standard system

Parameter Settings:0100000000010000099999

0200001000000000299999

XXA ZZZZZZZZZZ

Background:In this step, number ranges are created for the assortment modules or existing settings (number range object: WSORT) are changed.A number is determined either externally or internally (by the SAP System) for each module. The module numbers are unique since each number is only issued once.

Remarks:

3.3 Assortment-Specific Customizing- Number Ranges Assortment Layout Modules

Preconditions:

Path: IMG ( Logistics General-> Assortment-> Assortment -> Number ranges, Assortment module

Procedure:Standard system

Parameter Settings:01000000010000000001000000099999999999

02000000001000000001000000009999999999 ext03AAAAAAAAAAAAAAAAAAZZZZZZZZZZZZZZZZZZ ext

Background:In this step, number ranges for the assortment modules are created or existing settings (number range object: WSORT) are changed.A number is determined either externally or internally (by the SAP System) for each module. The module numbers are unique as each number is only issued once.

Remarks:

3.4 Assortment-Specific Customizing- Assortments Grades

Preconditions:

Path: IMG ( Logistics General-> Assortment-> Assortment -> Assortment Grades

Procedure:Standard system

Parameter Settings:

Assortment Independent1Core Assortment2Ext. core assortment3Extended Assortment4Special Assortment

Assortment grades describe the valence of a material for assortment management per distribution chain, plant and material group.Examples of assortment grades:

Blank Maximum Assortment 1 Smallest Assortment/Core Assortment 2 Extended Core Assortment 3 Extended Assortment 4 Maximum AssortmentThe larger grade implies all smaller grades. In the section on Assortment Grade Rules, rules are defined to ensure this implication.

Remarks:

3.5 Assortment-Specific Customizing- Assortment Grade Rules

Preconditions:

PathIMG ( Logistics General -> Assortment -> Assortment -> Assortment Grade Rules

Procedure:Standard system

Parameter Settings:01Standard algorithm

Assortment Independent01Standard algorithm1Core Assortment01Standard algorithm2Ext. core assortment01Standard algorithm3Extended Assortment01Standard algorithm4Special Assortment Switch on access check for archive selection

Background:Assortment grade rules describe the relationships between assortment grades.

The larger grade always implies all smaller grades.A number of assortment grade rule entries that belong together are collected in a listing algorithm. SAP currently only delivers one algorithm 01; the user will be able to add to this at a later date.

Remarks:

To use assortment grade rules, you must enter assortment grades and listing algorithms.

3.6 Assortment-Specific Customizing- Listing Procedures

Preconditions:

Path: IMG ( Logistics General-> Assortment-> Assortment -> Listing Procedures

Procedure:Standard system

Parameter Settings:01Standard Procedure "Check All"02Listing without Qualification03Manual module selection04Standard for Promotions (unqualified)05Standard for alloc tbl (unqualified)06Complete Check except sales price check07Complete Check except SP and Layout Check08Complete Check except Layout Check10Automat. Conversion when WRF6 changes made99Standard for Merchandise Category ArticlesB1Basic Procedure: mdse cat. / assortment gradeB2Basic Procedure: classification checkB3Basic Procedure: Layout checkK1Never list

Background:A listing procedure determines which checks should be run in concrete assortment management processes.By doing this, you determine which sites are assigned to a material (listed). In many situations, this is a required entry (for example, integrated material maintenance, assortment maintenance).

Remarks:

3.7 Assortment-Specific Customizing- Assortment Priorities

Preconditions:

Path: IMG ( Logistics General-> Assortment-> Assortment -> Listing Priorities

Procedure:Standard system

Parameter Settings:

Unclassified0Lowest Priority0

1Low Priority 1

2Low Priority 2

3Low Priority 3

4Average Priority4

5Average Priority5

6Average Priority6

7High Priority 7

8High Priority 8

9Highest Priority9

Background:Assortment priorities describe the obligation to present a material in a plant. They are check regulations for the inspection of a plant to make sure it is adhering to the regulations for goods presentation and are copied in the assortment list.The external assortment priority is used in the interfaces. This is always assigned to an internal priority: The internal priority is the actual valence.

Remarks:

3.8 Assortment-Specific Customizing- Archiving Listing Conditions and Layout Modules

Preconditions:

Path: IMG ( Logistics General-> Assortment-> Assortment -> Archiving Listing Conditions and Modules

Procedure:Standard system

Parameter Settings:

Unclassified0Lowest Priority0

1Low Priority 1

2Low Priority 2

3Low Priority 3

4Average Priority4

5Average Priority5

6Average Priority6

7High Priority 7

8High Priority 8

9Highest Priority9

Background:In this step, you control the archiving of listing conditions and assortment layout modules.The following activities are possible:

Create archive files

Start deletion program

Reload archive

Manage

Archiving is carried out in the archiving object W_SOR.The following objects are grouped into an archiving object and archived together: Assortment layout module header table (WSOH)

Assortment layout module item table (WSOP)

Assortment layout module description table (WSOT)

Assignment table assortment layout module to store (WSOF)

Listing condition table (WLK1)

The following selections can be made in the next screen:

Distribution chain (sales organization and distribution channel)

Assortment

Material

Sales unit

Layout module name

Past period (number of days in the past for which all listing conditions and assortment modules that have become invalid since this point and earlier are written to the archive file)

It is also optional to set whether the deletion program physically deletes the data from the archiving object from the database or whether it simulates the deletion in a test run.

Remarks:

BC-SETS:

3.9 Maintain Selection Variants for Space ManagementPreconditions:

PathIMG ( Logistics General-> Assortment-> Assortment -> Layout -> Space Management > Maintain Selection Variant for Space Management

Procedure:Standard system

Parameter Settings:01EXAMPLES084Example for selection variant02MDFV1S084Markdown planning data variant 102MDFV2S086Markdown planning data variant 205REGAL1S083Defect05REGAL2S084Selection variant for stock data05REGAL3S083Selection variant for sales data0601S083SAP Standard06VKP_MIXS012Vendor mixed prices(pricing)

Background:Selection variants need to be created for the selection of stocks and sales figures to define which infostructures and fields are used for the selection of data.When maintaining the selection variant header, you need to enter the value 05 (space management) in the field Appl. Area.

The material number is a required field for the selection of stocks and sales figures.It is optional whether you also select either the plant or the customer.The field use is defined in the step Fields for Selection Variant.

When determining the sales figures, you also need to specify a selection period, which must match the selection period of the infostructure.

You need to maintain a range parameter entry for each selection field. You can choose your own description. You cannot have any duplicates of names within a selection variant, however.

Remarks:

3.10 Maintain Space Management ProfilesPreconditions:

PathIMG ( Logistics General-> Assortment-> Assortment -> Layout -> Space Management -> Maintain Space Management Profiles

Procedure:Standard system

Parameter Settings:Read purchase price : XIndicates that purchase prices should for the export of material data to an external space management program should be read.

Read sales price : XIndicates that sales prices for the export of material data to an external space management program should be read.Read Price from pricing doc: %Indicates that the last calculation document should be used for reading./ This indicator enables a purchase price to be read much more quickly than if the entire calculation is carried out. A prerequisite for this is that the calculation documents are updated in the system.Read sales data: XIndicates that sales data for the export of material data to an external space managment program should be read. If this indicator is set, the fields Info Structure for Business Volume and Field for Business Volume Value and/or Field for Business Volume Quantity must be maintained in the space management profile. The system determines from where the sales data should be read using this field.

Background:Selection variants need to be created for the selection of stocks and sales figures to define which infostructures and fields are used for the selection of data.When maintaining the selection variant header, you need to enter the value 05 (space management) in the field Appl. Area.

The material number is a required field for the selection of stocks and sales figures.It is optional whether you also select either the plant or the customer.The field use is defined in the step Fields for Selection Variant.

When determining the sales figures, you also need to specify a selection period, which must match the selection period of the infostructure.

You need to maintain a range parameter entry for each selection field. You can choose your own description. You cannot have any duplicates of names within a selection variant, however.

Remarks:

BC-Sets: /BPR3R/SPACEOPPROFILE

3.11 Change Transaction-Dependent Field Selection Preconditions:

PathIMG ( Logistics General-> Plant Master -> Control Data -> Transaction dependent field selection

Procedure:( Initial screen: select relevant transaction (create/change plant) ( 'Details' button ( select Group Layout Data: set radio button for space management profile to optional entry.

( Save ( back using green arrow

Note:

This setting has already been made in the standard delivery

Parameters Settings:

Change layout data/plant Suppress Req. Entry Opt. Entry DisplaySales area XLayout X Area schema X Space management profile X

Background:To maintain the space management profile within site maintenance (transaction WB01/2 tabstrip Layout/Lock).

Remarks:

SAP AG

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'XXX'( Fixed entries

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Article

Merch. cat

Detergents

Merch. cat

Cleaning Products

Layout Module

Version 0002

valid from

2.9.99 to 31.12.99

Status: planned

Layout

Large Layout

Layout module

version

Stores

M

M

M

Cleaning Products

Detergents

Small Layout

Detergents

M

M

M

Layout module

version variant

Variant 0001