Thursday, June 3, 2010

SAP Retail Help document

SAP Retail
M Y S A P . R O L E S _ S _ I S R
Release 4.6C
SAP Retail SAP AG
2 April 2001
Copyright
© Copyright 2001 SAP AG. All rights reserved.
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SAP AG SAP Retail
April 2001 3
Icons
Icon Meaning
Caution
Example
Note
Recommendation
Syntax
Tip
SAP Retail SAP AG
4 April 2001
Contents
SAP Retail ...................................................................................................................... 6
Basic Principles...........................................................................................................................................7
Administration Retail ..................................................................................................................................8
Master Data ..................................................................................................................................................9
Site Data (Maintenance)............................................................................................................................10
Site Data (Display).....................................................................................................................................11
PRICAT (Price Catalog).............................................................................................................................12
Maintain Article Master Records...............................................................................................................13
Display Article Master Records ................................................................................................................14
Additionals Master Data ............................................................................................................................15
Material Discontinuation...........................................................................................................................16
Merchandise Category Data (Maintenance).............................................................................................17
Merchandise Category Data (Display)......................................................................................................18
Value and Quota Scales............................................................................................................................19
Reclassification of Hierarchical Objects..................................................................................................20
Purchase Price Conditions – Maintaining Free-Goods Discounts........................................................21
Maintaining Sales Conditions ...................................................................................................................22
Supplementary Logistics Services (SLS) ................................................................................................23
Strategic Sales...........................................................................................................................................24
Assortment Management ..........................................................................................................................25
Season........................................................................................................................................................26
Promotions.................................................................................................................................................27
Maintaining Price Calculations .................................................................................................................28
Pricing Environment .................................................................................................................................29
Pricing (Strategic) .....................................................................................................................................30
Space Manager ..........................................................................................................................................31
Purchasing.................................................................................................................................................32
Requirements Planning: Master Data ......................................................................................................33
Online Planning and Vendor-Specific Requirements Planning.............................................................34
Replenishment...........................................................................................................................................35
Editing Purchase Orders ...........................................................................................................................36
Purchase Order - Additionals....................................................................................................................37
Order Optimizing .......................................................................................................................................38
Requirements Planning for Perishables ..................................................................................................39
Maintaining Vendor Arrangements...........................................................................................................40
Settling Vendor Arrangements .................................................................................................................41
Trading Contract Agent .............................................................................................................................42
Merchandise Logistics..............................................................................................................................44
Logistics Execution – Displaying Master Data........................................................................................45
Allocations .................................................................................................................................................46
Merchandise Distribution ..........................................................................................................................47
SAP AG SAP Retail
April 2001 5
Distribution of Returns ..............................................................................................................................48
Sales ...........................................................................................................................................................49
Maintaining Customer Arrangements ......................................................................................................50
Settling Customer Arrangements.............................................................................................................51
SAP Retail Store User ...............................................................................................................................52
Store Sales Associate...............................................................................................................................53
Store Planner .............................................................................................................................................54
Store Personnel Manager.........................................................................................................................55
Store Logistics Associate .........................................................................................................................56
Store Information ......................................................................................................................................57
Store Buyer ................................................................................................................................................58
Sales Audit Manager .................................................................................................................................59
Retail Information System (RIS)................................................................................................................60
Information System...................................................................................................................................61
LIS Planning (Open-To-Buy) .....................................................................................................................62
Merchandise and Assortment Planning...................................................................................................63
Merchandise and Assortment Planning - Coordinator...........................................................................64
Merchandise and Assortment Planning - Planner ..................................................................................65
SAP Retail SAP AG
SAP Retail
6 April 2001
SAP Retail
The following comprises the single roles for the component “SAP Retail”.
SAP AG SAP Retail
Basic Principles
April 2001 7
Basic Principles
This area of SAP Retail comprises the single roles listed here.
SAP Retail SAP AG
Administration Retail
8 April 2001
Administration Retail
Technical name: SAP_ISR_BC_ADMIN
Tasks
This role enables you to do the following:
Delete data relevant to transactions that have been completed from the system without
archiving the data if you do not require the data for further analysis.
Control messages for promotions and allocation tables
Activities in Administration Retail
Deletion of data in the following areas:
Allocation
Merchandise Distribution
POS Inbound
POS Outbound
Replenishment
Merchandise Categories
Assortments
Product Catalogs
Bonus Buys
SAP AG SAP Retail
Master Data
April 2001 9
Master Data
This area of SAP Retail comprises the single roles listed here.
SAP Retail SAP AG
Site Data (Maintenance)
10 April 2001
Site Data (Maintenance)
Technical name: SAP_ISR_SITE_MAINTAIN
Tasks
The role owner is responsible for maintaining site data.
SAP AG SAP Retail
Site Data (Display)
April 2001 11
Site Data (Display)
Technical name: SAP_ISR_SITE_DISPLAY
Tasks
This role enables you to display site data.
SAP Retail SAP AG
PRICAT (Price Catalog)
12 April 2001
PRICAT (Price Catalog)
Technical name: SAP_ISR_PRICAT
Tasks
This role enables you to maintain price catalog data and assign external fields to your own fields
(for example, assign an external merchandise category to your own merchandise category).
SAP AG SAP Retail
Maintain Article Master Records
April 2001 13
Maintain Article Master Records
Technical name: SAP_ISR_MATERIAL_MAINTAIN
Tasks
Creating, processing, and displaying article master records
Activities in Article Master
Create article
Change article
Display article
Display change documents
Change article type (of specific article)
Additional Information
SAP Retail (LO-IS-R) Articles: Processing Article Master Records [Ext.]
SAP Retail SAP AG
Display Article Master Records
14 April 2001
Display Article Master Records
Technical name: SAP_ISR_MATERIAL_DISPLAY
Tasks
Displaying article master records
Activities in Article Master
Display article
Display change documents
Additional Information
SAP Retail (LO-IS-R) Articles: Processing Article Master Records [Ext.]
SAP AG SAP Retail
Additionals Master Data
April 2001 15
Additionals Master Data
Technical name: SAP_ISR_LO_ADM-MASTER_DATA
Tasks
This role enables you to maintain additionals master data and control additionals management.
Activities in Additionals Management
Assigning additionals to articles
Assigning procedures for additionals to vendors and customers
Controlling IDoc generation
SAP Retail SAP AG
Material Discontinuation
16 April 2001
Material Discontinuation
Technical name: SAP_ISR_LO_MD_DISCONTINUATION
Tasks
This role enables you to discontinue articles, flag them for deletion and archive them.
Activities in Material Discontinuation
General article discontinuation
Discontinuing articles for sites
Discontinuing articles for vendors
Discontinuing articles for vendors and sites
SAP AG SAP Retail
Merchandise Category Data (Maintenance)
April 2001 17
Merchandise Category Data (Maintenance)
Technical name: SAP_ISR_MERCH_CAT
Tasks
This role owner is responsible for managing the merchandise category hierarchy in the system.
Activities in Merchandise Category Management
Creating and maintaining merchandise categories
Creating and maintaining merchandise category hierarchy levels
Setting up the merchandise category hierarchy
Reclassifying articles and merchandise category objects
Creating and maintaining characteristics (including country-group specific)
SAP Retail SAP AG
Merchandise Category Data (Display)
18 April 2001
Merchandise Category Data (Display)
Technical name: SAP_ISR_MERCH_CAT_DISPLAY
Tasks
The role owner has the task of displaying the merchandise category hierarchy and the master
data for the objects in it.
Activities
Displaying master data for merchandise category objects
Displaying the hierarchy
Displaying reclassifications
SAP AG SAP Retail
Value and Quota Scales
April 2001 19
Value and Quota Scales
Technical name: SAP_ISR_VALUE_QUOTA_SCALES
Tasks
The associate responsible for value and quota scales has the task of maintaining value and
quota scales for variant-creating characteristics and defining valid quota scales for each
merchandise category and site.
Activities in Merchandise Category Maintenance
Creating, changing and displaying value scales
Reconciling a value scale with its associated characteristic
Creating, changing and displaying quota scales
Defining valid quota scales per merchandise category and site
Triggering the automatic maintenance of quota scales (only in connection with the user exist
"EXIT_SAPLWMVC_002")
Creating, changing and displaying characteristics
SAP Retail SAP AG
Reclassification of Hierarchical Objects
20 April 2001
Reclassification of Hierarchical Objects
Technical name: SAP_ISR_CL_RECLASSIFICATION
Tasks
This role enables the owner to reclassify hierarchical objects (such as vendor or sites) in the
system.
Note
Merchandise category objects cannot be reclassified using this role.
SAP AG SAP Retail
Purchase Price Conditions – Maintaining Free-Goods Discounts
April 2001 21
Purchase Price Conditions – Maintaining Free-Goods
Discounts
Technical name: SAP_ISR_FREEGOODS_DISCOUNT
Tasks
This role is designed for associates responsible for maintaining free-goods discounts.
Activities in Maintaining Free-Goods Discounts
Creating free-goods discounts
Changing free-goods discounts
Displaying free-goods discounts
SAP Retail SAP AG
Maintaining Sales Conditions
22 April 2001
Maintaining Sales Conditions
Technical name: SAP_ISR_CONDITIONS_SALES
Tasks
This role is designed for associates responsible for maintaining conditions on the Sales and
Distribution side.
Activities in Sales and Distribution
Creating
Changing
Displaying
prices, price lists, discounts, surcharges, freight charges, free-goods discounts, bonus buys and
taxes.
SAP AG SAP Retail
Supplementary Logistics Services (SLS)
April 2001 23
Supplementary Logistics Services (SLS)
Technical name: SAP_ISR_LO_MDS_SLS
Tasks
This role enables you to maintain the master data necessary for offering prepacking services to
customers and obtaining them from vendors.
Activities in Supplementary Logistics Services
Editing service profiles for vendors
Editing service profiles for customers
Assigning SLS to articles
SAP Retail SAP AG
Strategic Sales
24 April 2001
Strategic Sales
This area of SAP Retail comprises the single roles listed here.
SAP AG SAP Retail
Assortment Management
April 2001 25
Assortment Management
Technical name: SAP_ISR_LO_MD_ASSORTMENT
Tasks
This role enables you to decide for each site/customer and article the period over which an article
can be procured.
Activities in Assortment Management
Creating assortment modules
Assigning articles to assortment modules
Assigning assortment modules to assortments
SAP Retail SAP AG
Season
26 April 2001
Season
Technical name: SAP_ISR_LO_MD_SEASON
Tasks
This role enables you to plan markdowns and define dates for planned markdowns before the
start of the season.
Activities in Markdown Planning
Defining markdown rules
Creating markdown plans
SAP AG SAP Retail
Promotions
April 2001 27
Promotions
Technical name: SAP_ISR_PROMOTION
Tasks
The associate responsible for promotions has the task of planning, executing and monitoring
promotions.
Activities in Promotions
Planning promotions, including themes, articles, prices and sites
Running the promotions, including activating prices, generating and processing allocation
tables for promotions, announcing promotions, listing the articles on promotion and defining
sources of supply and additionals.
SAP Retail SAP AG
Maintaining Price Calculations
28 April 2001
Maintaining Price Calculations
Technical name: SAP_ISR_PRICING
Tasks
This single role is designed for associates responsible for the area of sales price calculations.
Activities in Maintaining Price Calculations
Calculating sales prices
Processing calculation documents
Price points
Creating and releasing pricing worklists
Market-basket pricing
Revaluation at retail
Calculating planned markups on one and two levels
SAP AG SAP Retail
Pricing Environment
April 2001 29
Pricing Environment
Technical name: SAP_ISR_PRICING_ENVIRONMENT
Tasks
Role designed for associates responsible for converting to the euro and for competitor prices.
The Euro Workbench contains functions for planning and implementing the conversion of the
SAP system to the euro.
The competitor price entry function enables you to create, enter and display competitor prices.
Competitor prices can be taken into account in sales price calculations.
Activities in Pricing
Euro Workbench
Creating competitor prices
Displaying competitor prices
Changing competitor prices
SAP Retail SAP AG
Pricing (Strategic)
30 April 2001
Pricing (Strategic)
Technical name: SAP_ISR_PRICING_STRATEGIC
Tasks
This role comprises the following tasks:
Displaying sales price calculations and pricing documents
Price overview
Maintaining planned markups
Maintaining competitor prices
SAP AG SAP Retail
Space Manager
April 2001 31
Space Manager
Technical name: SAP_ISR_SPACE_MANAGER
Tasks
This role enables you to manage the layout of the articles assigned to an assortment. You can
transfer the information to an external space management program via an interface.
SAP Retail SAP AG
Purchasing
32 April 2001
Purchasing
This area of SAP Retail comprises the single roles listed here.
SAP AG SAP Retail
Requirements Planning: Master Data
April 2001 33
Requirements Planning: Master Data
Technical name: SAP_ISR_CBP_MASTER_DATA
Tasks
This role contains functions for maintaining master data in requirements planning.
Requirements planning relies on well-maintained master data.
Activities in Requirements Planning
Editing article master records
Maintaining the planning calendar
Maintaining the source file
Defining the range of coverage profile and the period profile for requirements lead-time
Defining MRP views
Maintaining forecast and planning profiles
SAP Retail SAP AG
Online Planning and Vendor-Specific Requirements Planning
34 April 2001
Online Planning and Vendor-Specific Requirements
Planning
Technical name: SAP_ISR_PUR_REPL_WB
Tasks
This role enables you to plan requirements for ordering from specific vendors and run Online
Planning.
SAP AG SAP Retail
Replenishment
April 2001 35
Replenishment
Technical name: SAP_ISR_CBP_REPLENISHMENT
Tasks
This role enables you to control article replenishment and monitor availability.
Activities in Replenishment
Maintaining master data relevant to the forecast
Maintaining replenishment and forecast parameters
Maintaining master data relevant to Replenishment
Running and monitoring forecasts
Running and monitoring Replenishment
Converting order proposals
Monitoring the stock and the range of coverage
SAP Retail SAP AG
Editing Purchase Orders
36 April 2001
Editing Purchase Orders
Technical name: SAP_ISR_PUR_PURCHASEORDER
Tasks
This role provides you with all the activities required for processing purchase orders. You can
create and change purchase orders, and also convert purchase requisitions to purchase orders.
Activities in Editing Purchase Orders
Assigning sources of supply to purchase requisitions
Ordering merchandise on the basis of the purchase requisitions assigned
Creating a purchase order
SAP AG SAP Retail
Purchase Order - Additionals
April 2001 37
Purchase Order - Additionals
Technical name: SAP_ISR_LO_ADM_ADDITIONAL
Tasks
This role enables you to order additionals from your vendors.
SAP Retail SAP AG
Order Optimizing
38 April 2001
Order Optimizing
Technical name: SAP_ISR_PUR_ORDEROPTIMIZING
Tasks
This role can be used to combine purchase requisitions and purchase orders, round off the
quantities to be ordered, if required, and add new articles.
Activities in Order Optimizing
Investment Buying
Conversion of purchase requisitions to purchase orders with quantity optimizing
Automatic PO-based load building with quantity optimizing
Manual load building
Purchase orders are optimized in terms of the following criteria:
Making best use out of scales
Forward buying in anticipation of price increases
Complying with vendor constraints (restrictions)
Optimizing transport loads
Combining and splitting purchase orders
Scheduling of purchase orders
SAP AG SAP Retail
Requirements Planning for Perishables
April 2001 39
Requirements Planning for Perishables
Technical name: SAP_ISR_PUR_PERISHABLES
Tasks
This role enables you to control the procurement and distribution of perishable products.
Activities in Requirements Planning for Perishables
Generating the perishables planning list
Forecasting quantities
Entering purchase prices
Calculating sales prices
Ordering perishables
Allocating articles to stores
Creating collective purchase orders for store orders
SAP Retail SAP AG
Maintaining Vendor Arrangements
40 April 2001
Maintaining Vendor Arrangements
Technical name: SAP_ISR_SUBSVENDO_REBARRANG
Tasks
This role is designed for associates responsible for maintaining arrangements on the Purchasing
side.
Activities in Subsequent Settlement
Creating vendor arrangements
Changing vendor arrangements
Displaying vendor arrangements
Extending vendor arrangements
Displaying lists of:
Vendor rebate arrangements
Business volume data
Detailed statements
Settlement runs
Open documents
Settlement documents
SAP AG SAP Retail
Settling Vendor Arrangements
April 2001 41
Settling Vendor Arrangements
Technical name: SAP_ISR_SUBSVENDO_ACCTG
Tasks
This role is designed for associates responsible for settling and preparing vendor arrangements.
Activities in Subsequent Settlement
Creating and settling arrangements
Comparing business volumes
Display function for arrangements
Displaying lists of:
Vendor rebate arrangements
Business volume data
Detailed statements
Settlement runs
Open documents
Settlement documents
SAP Retail SAP AG
Trading Contract Agent
42 April 2001
Trading Contract Agent
Technical name: SAP_ISR_TC_Agent
Tasks
This role is designed for associates responsible for communicating with trading partners, that is
answering inquiries, and creating quotations and contracts.
Activities in Trading Contract Agent
Creating trading contracts
Changing trading contracts
Displaying trading contracts
Processing collective status
Options for obtaining information on trading contracts:
List of contracts
Document flow
Standard analysis
Change histories
Financial documents
Options for obtaining information on the Purchasing side:
Purchase orders for articles
Displaying article documents
Return deliveries for aricle documents
Stock overview
Displaying articles
Displaying purchase orders
Displaying outline agreements
Displaying creditors (centrally)
Options for obtaining information on the Sales side:
Tracking
Displaying outbound deliveries
Incomplete SD documents
POD – displaying outbound deliveries
Displaying billing documents
Displaying invoice lists
SAP AG SAP Retail
Trading Contract Agent
April 2001 43
Displaying debtors (centrally)
SAP Retail SAP AG
Merchandise Logistics
44 April 2001
Merchandise Logistics
This area of SAP Retail comprises the single roles listed here.
SAP AG SAP Retail
Logistics Execution – Displaying Master Data
April 2001 45
Logistics Execution – Displaying Master Data
Technical name: SAP_ISR_LE_BASIC_DATA_DISPLAY
Tasks
This single role enables you to display the relevant master data in a distribution center.
Activities
Warehouses
Articles
Partners
Dangerous goods
Customer/article information
Purchasing info records
Message condition records
Handling units
Routes
SAP Retail SAP AG
Allocations
46 April 2001
Allocations
Technical name: SAP_ISR_SAP_ISR_ALLOCATION_PLANNER
Tasks
The associate responsible for allocations has the task of planning the distribution of merchandise
among the recipients in allocation tables and triggering the movement of goods for distribution.
Activities in Allocations
Creating allocation rules
Creating allocation tables
Communicating with recipients
Generating follow-on documents
SAP AG SAP Retail
Merchandise Distribution
April 2001 47
Merchandise Distribution
Technical name: SAP_ISR_DC_MERCH_DISTRIBUTION
Tasks
This single role enables you to perform the activities required for distributing merchandise in a
distribution center.
Activities
Processing merchandise distributions
Goods receipts for merchandise distributions
Processing documents for merchandise distributions
SAP Retail SAP AG
Distribution of Returns
48 April 2001
Distribution of Returns
Technical name: SAP_ISR_DC_DISTR_OF_RETURNS
Tasks
This single role enables you to distribute incoming returns in a distribution center among
backorders.
Activities in Distribution of Returns
Distributing returns among backorders
SAP AG SAP Retail
Sales
April 2001 49
Sales
This area of SAP Retail comprises the single roles listed here.
SAP Retail SAP AG
Maintaining Customer Arrangements
50 April 2001
Maintaining Customer Arrangements
Technical name: SAP_ISR_SUBSCUSTO_ARRANGM
Tasks
This role is designed for associates responsible for maintaining arrangements on the Sales and
Distribution side.
Activities in Maintaining Customer Arrangements
Creating customer arrangements
Changing customer arrangements
Displaying customer arrangements
Extending customer arrangements
Displaying lists of:
Customer arrangements
Business volume data
Detailed statements
Settlement runs
Open documents
Settlement documents
SAP AG SAP Retail
Settling Customer Arrangements
April 2001 51
Settling Customer Arrangements
Technical name: SAP_ISR_SUBSCUSTO_ACCTG
Tasks
This role is designed for associates responsible for settling and preparing customer
arrangements.
Activities in Settling Customer Arrangements
Creating and settling arrangements
Comparing business volumes
Various functions for displaying arrangements and lists are available. These comprise:
Vendor rebate arrangements
Business volume data
Detailed statements
Settlement runs
Open documents
Settlement documents
SAP Retail SAP AG
SAP Retail Store User
52 April 2001
SAP Retail Store User
Technical name: SAP_ISR_RETAIL_STORE
Tasks
This role contains the SAP Retail Store menu for activities performed in a retail store.
Activities in SAP Retail Store User
This role provides access to applications required for:
Information
Master data
Purchasing
Inventory Management
Sales
Human resources
in a retail store.
SAP AG SAP Retail
Store Sales Associate
April 2001 53
Store Sales Associate
Technical name: SAP_ISR_STORE_SALES
Tasks
This role comprises the activities performed by the associates responsible for in-store selling.
Activities in Store Sales Associate
Selling and assisting
Customer service (handling suggestions, criticism and complaints and acting as a service
partner...)
Presenting the goods, including ticketing
Checking markdowns and shrinkage
Monitoring advertising success
SAP Retail SAP AG
Store Planner
54 April 2001
Store Planner
Technical name: SAP_ISR_STORE_PLANNING
Tasks
This role comprises the merchandise and assortment planning activities in a store.
Activities in Store Planner
Merchandise and Assortment Planning
Information in goods sold
SAP AG SAP Retail
Store Personnel Manager
April 2001 55
Store Personnel Manager
Technical name: SAP_ISR_STORE_PERSONNEL
Tasks
This role is designed for an associate who has responsibility for personnel in a store.
Activities in Store Personnel Manager
Areas of responsibility include:
Personnel management (including training)
Personnel cost planning
Personnel cost control
Time entry
Shift planning
Recruiting and entering of basic data
Integration
For more extensive applications, see the HR roles for working time recording
(SAP_HR_TIME_XY) and shift planning.
SAP Retail SAP AG
Store Logistics Associate
56 April 2001
Store Logistics Associate
Technical name: SAP_ISR_STORE_LOGISTICS
Tasks
This role involves all the activities in a store relevant to logistics and the flow of merchandise.
Activities in Store Logistics Associate
The tasks performed by a store logistics associate include:
Goods receipts
Goods issues
Stock transfers
Physical inventory
List overviews
SAP AG SAP Retail
Store Information
April 2001 57
Store Information
Technical name: SAP_ISR_STORE_INFORMATION
Tasks
This role combines displaying and, in certain cases, changing master data.
Activities in Store Information
Options for displaying and maintaining the master data in the system
Sample collection of Internet links that may be useful for store associates
Notes on Tailoring
The menu selection and authorizations must be tailored for specialized roles (buyer, sales
associate, stock planner, warehouse manager etc).
SAP Retail SAP AG
Store Buyer
58 April 2001
Store Buyer
Technical name: SAP_ISR_STORE_BUYING
Tasks
This role is designed for store associates responsible for procurement (of goods for sales and/or
consumption material).
Activities in Store Buyer
Working closely with the central departments, in particular the central purchasing department
Checking and processing promotions
Checking and processing allocation tables
Checking and processing purchase orders
Checking and processing replenishments
Planning and implementing local sales promotions
Observing the competition (suggesting and taking the relevant action)
Procuring and monitoring consumption material (for example, posters, shop fittings)
Procuring and monitoring services (cleaning, in-store detectives, power, dish-washing
services etc.)
Integration
See the roles in the SAP APO and SAP BW areas.
SAP AG SAP Retail
Sales Audit Manager
April 2001 59
Sales Audit Manager
Technical name: SAP_ISR_SALES_AUDIT
Tasks
This role contains applications for monitoring cash flow and data movements in stores.
Activities in Sales Audit Manager
The options for obtaining reports include:
POS monitor: enables you to control the movement of data between the head office and the
stores
Sales Audit: enables you to track whether the monetary transactions posted in a store are
updated correctly
Market-basket analyses
Stock overviews
Order overviews
SAP Retail SAP AG
Retail Information System (RIS)
60 April 2001
Retail Information System (RIS)
This area of SAP Retail comprises the single roles listed here.
SAP AG SAP Retail
Information System
April 2001 61
Information System
Technical name: SAP_ISR_RETAIL_INFOSYSTEM
Tasks
This role provides the user with all the transactions in the Retail Information System (RIS):
Standard analyses
Flexible analyses
Early Warning System
Information library
Environment functions
SAP Retail SAP AG
LIS Planning (Open-To-Buy)
62 April 2001
LIS Planning (Open-To-Buy)
Technical name: SAP_ISR_LIS_PLANUNG
Tasks
This role provides the user with all the transactions for conventional planning (open-to-buy).
Note
Merchandise and Assortment Planning, which was a new development for Release 4.6A,
replaces the original planning function (open-to-buy - OTB). Release 4.5B of SAP Retail still
contains the original OTB functions.
If you want to use the new planning functions, use the roles designed for Merchandise and
Assortment Planning.
SAP AG SAP Retail
Merchandise and Assortment Planning
April 2001 63
Merchandise and Assortment Planning
This area of SAP Retail comprises the single roles listed here.
SAP Retail SAP AG
Merchandise and Assortment Planning - Coordinator
64 April 2001
Merchandise and Assortment Planning - Coordinator
Technical name: SAP_ISR_MAP_COORDINATOR
Tasks
The coordinator for merchandise and assortment planning is responsible for generating master
data for the planning scenario, executing planning activities and monitoring the complete
planning process.
Activities in Merchandise and Assortment Planning (LO-MAP)
Generating master data for planning (such as, the planning hierarchy, planning layout and
the plan version)
Entering planning data (online planning)
Generating allocation tables and promotions directly from planning
Executing automatic planning steps (for example, copying planning data to a different
version)
Executing planning step links
Monitoring the complete process
SAP AG SAP Retail
Merchandise and Assortment Planning - Planner
April 2001 65
Merchandise and Assortment Planning - Planner
Technical name: SAP_ISR_MAP_PLANNER
Tasks
The planner in the merchandise and assortment planning area is responsible for entering
planning data for a particular area.
Activities in Merchandise and Assortment Planning (LO-MAP)
Displaying and maintaining special master data (such as the planning hierarchy and planned
articles) required for planning.
Entering planning data (online planning)
Executing automatic planning steps (for example, copying planning data to a different
version)
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