Open To Buy 08/26/2016. User Reference Manual
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- Francis Atkins
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1 Open To Buy
2
3 Open To Buy 08/26/2016 User Reference Manual
4 Copyright by Celerant Technology Corp. All rights reserved worldwide. This manual, as well as the software described in it, is furnished under license and may only be used or copied in accordance with the terms of such license. This manual may contain technical inaccuracies or typographical errors. Changes are periodically made to the information herein and are incorporated in new editions of the publication. The information in this manual is for informational use only, and is subject to change without notice. Command Retail is a U.S. Registered Trademarks of Celerant Technology Corp.
5 Contents 8 Chapter 1 Purpose Chapter 2 Typical User and Workflow 10 Chapter 3 Open to Buy Definitions and Calculations 12 Field Definitions Automatically... Calculated OTB Fields 12 Syntax... Definition 12 Color Coding Chapter 4 Basic Open to Buy Functions 14 Setup OTB OTB Plan... Maintenance 14 Work With... OTB Plan 15 View OTB Plan OTB Worksheet Update... OTB Plan 17 OTB Reports OTB Budget Analysis OTB Reports Check OTB from... Purchase Order 21 OTB Exports RMSA Setup and... Export 21 ANT Export Chapter 5 All Open to Buy Screens 26 OTB Setup RMSA Setup RMSA OTB... Export 27 ANT USA... Export 27 New ANT... USA Export 28 OTB Settings OTB Update... Plan 29 OTB Populate... Past Data 31 Update... Actuals 31 OTB Plan... Maintenance 32 View OTB... Plan 33 OTB Plan... Budget Analysis 34
6 OTB Reports OTB Worksheet Chapter 6 Appendix - Customization of Open To Buy Formula 40 Purpose Requirements Key Processing... Notes 40 Glossary... of Terms and Actual Calculations 40 Projected... Beginning of Month (BOM) 41 Open to... Buy (OTB) 42 OTBFormulas.txt... File 44 Customization... Example 44
7 Purpose Chapter 1
8 In this manual you will learn about the Open to Buy module in Celerant and the different options within Celerant Command to set up departmental codes; create your OTB plan for budgeting; update and view your OTB plan, and run export for RMSA or ANT. Open to Buy is a control tool for merchandisers, allowing you to plan for and manage the purchasing of your inventory to ensure that an adequate level of stock is on hand for the amount of sales being generated. The goal of Open to Buy is to keep a lean inventory (so you do not owe money to vendors without having sold the merchandise) and having enough inventory to keep up with the demand for sales. 8 Open To Buy
9 Typical User and Workflow Chapter 2
10 OTB is typically set up by the person responsible for budgeting for the year and is generally used by buyers and merchandisers or the person(s) responsible for inventory purchasing. 10 Open To Buy
11 Open to Buy Definitions and Calculations Chapter 3
12 Field Definitions BOM Beginning of month on hand (planned or actual values). PO Rcvd Receiving from a purchase order (planned or actual values). Transfers Inter-store transfers (planned or actual values). Adjustments Physical adjustments, transfer in, transfer out, kits, bulk item breakup (planned or actual values). On Order Quantity or dollar amount of merchandise on a purchase order based on either the cancel date or ship date of the PO (actual value only). To Order Planned receiving less the values that are on order (calculated values). Sales Quantity or dollar amount of merchandise sold (planned or actual values). Register Markdowns Item or receipt discounts done at the POS (planned or actual values). Back Office Markdowns Group markdowns, term sales, coupons, multi-buys, group quantity pricing done from the Pricing section (planned or actual values). RA Return to vendor (planned or actual values). OTB Budget for following month (calculated value). Automatically Calculated OTB Fields OTB Retail = Next Month BOM Retail BOM Retail PO Rcvd Retail + Sales Retail Register Markdowns RA Retail + Trans Retail + Adj Retail + Back Office Markdowns To Order Retail = PO Rcvd Retail Ordered Retail OTB Cost = Next Month BOM Cost BOM Cost PO Rcvd Cost + Sales Cost RA Cost + Trans Cost + Adj Cost To Order Cost = PO Rcvd Cost Ordered Cost OTB Units = next month BOM Units BOM Units PO Rcvd Units + Sales Units RA Units + Trans Units + Adj Units To Order Units = PO Rcvd Units Ordered Units Note: Starting in Command Version 6.4.5, the Open to Buy module has been enhanced to allow 12 Open To Buy customized formulas on the OTB Worksheet from a predefined list of fields relating to OTB. Please refer to the Appendix below for more information on the customizable fields/formulas. Syntax Definition 1 BOM A: Month 1 (either based on fiscal calendar or standard calendar month, depending on your setting), Beginning of Month On Hand, and the ACTUAL values. 1 Sales P: Month 1 (either based on fiscal calendar or standard calendar month, depending on your setting), Sales, and the PLANNED values. Color Coding Yellow Actual values. Orange Modified values that have not yet been saved. Green Non-editable or calculated values. White Editable values. Red OTB is out of balance; too much has been ordered to meet the sales goals for the following month. (< 0)
13 Basic Open to Buy Functions Chapter 4
14 Setup OTB This section describes how to configure the OTB settings that will be applied to the Celerant OTB plan. Here you can define what levels you want to plan at and see on the plan, as well as the metrics on how you want to plan (Retail, Cost, Units). 1 On the Main Menu, navigate to Open To Buy> Setup & Utilities> OTB Settings. desired planned received. Use this if, historically, you only receive (for example) 80% in a selected month. Note: Update OTB Live and Warnings To do not have any functionality and are scheduled to be removed in a future release. 6 If you select the Use Dynamic OTB option box, then a calculated row will be added to the OTB Worksheet to view Projected BOM based on a rolling OTB Plan. The Projected BOM will then carry over the previous EOM from the existing month to the BOM of the new month. 7 Under Categories, click in the Category 1, Category 2, Category 3, and Category 4 combo boxes and select up to four categories at which to plan. You have the ability to plan by Department, Type, Subtype 1, Subtype 2, Subtype 3, Price Point, or OF fields. 2 The OTB Settings screen displays: 8 If you select the Plan By Store option box, it will make the store the lowest level of planning. 9 Under Metrics, select to Plan At Retail, Plan At Cost, and/or Plan In Units to add these views to your OTB plan. OTB Plan Maintenance You can create and name a plan for a specific year. 1 On the Main Menu, navigate to Open To Buy> OTB Plan Maintenance. 3 Under General, click to select the Use Retail Calendar option box if you want to use the retail calendar that is set up in the system (Settings> Options> Retail Calendar). Otherwise, it will use the Gregorian calendar for planning. 4 If you select the On Order Based Upon Cancel Date option box, the system will calculate your on order based on the cancel date rather than the ship date. 5 If you select the Planned PO Rcvd Populated by On Order option box, then the system will calculate your planned received as 100% of your projected On Order. Otherwise, you will need to enter the 14 Open To Buy 2 You can create a new OTB plan by clicking on the New button, which will open the Create OTB Plan screen. From here, you can enter the desired Year and Plan Name and determine if the plan is Primary or not. Note: There can only be one Primary plan
15 In addition, you can copy from a plan last year (Select LY Plan) or this year (Select TY Plan) and enter Exclusions based upon the categories with which your OTB is configured. 3 Under Show, click in an option box to define how you want to set your planned values, based on the categories you set up in OTB Settings: Department, Type, or Stores. 3 Once the plan is set up, click on Save in order to begin working with the OTB plan. Work With OTB Plan View OTB Plan The View OTB Plan option lets you view and modify the OTB plan from the bottom up, which will distribute the values up to the higher categories. 1 On the Main Menu, navigate to Open To Buy > View OTB Plan 2 On the View OTB Plan screen, you can filter your search to view and modify your plan based on your OTB settings. You will be able to update the plan from the bottom up, which will roll values up to the higher categories of your plan. 4 Under Filter, click on the down arrow button in the OTB Plan combo box and make a selection from the drop-down list. 5 Select the Department and/or Type to include by clicking on the down arrow buttons in the combo boxes. Only the categories that you selected in OTB settings will show on the plan. If you selected the Plan by Store option, you will also see the filter for Store which is the lowest level of the plan. 6 Under Show Type, click on the down arrow button in the Show combo box and make a selection from the drop-down list to indicate the type to include. This will give you the options to view your OTB plan by Retail, Cost, or Units, depending on your OTB settings; for example, if you selected all three options in the OTB settings, you can view the plan by retail, cost, or units. 7 You will see all of the actual and planned columns across the top of the plan. All Actual fields will be shown in yellow and cannot be modified. All previous months will be shown in yellow. Planned fields will be shown in white and can be modified. Planned fields include BOM, Sales, POS Mkdn, Perm Mkdn, PO Rcvd, RA, Tran, and Adj. Current and future months that are editable will be shown in white. Calculated fields will be shown in green and cannot be modified. Calculated fields include On Order, To Order, and Open to Buy. 8 You have the ability to modify the planned values on a plan by clicking into and typing into the field 15 Basic Open to Buy Functions
16 you want to change. When you change a planned value, the field color turns from white to orange. Once you save the change, the field will turn back to white. values distribute down to the lower levels of the plan. You also have different export reports from this screen. NOTE: If the OTB is out of balance, the field will turn from green to red, indicating that too much has been ordered to meet the sales goals for the following month. Additional Options Button Function Search Lets you search for the OTB plan after using the filtering search criteria. Reset Resets the current search criteria. Show/Hide Lets you select/deselect columns you Columns want visible on the OTB plan (BOM, Sales, PO Rcvd, RA, Tran, Adj. On Order, To Order, POS Markdowns, Perm Markdowns, OTB) Save Saves the current OTB values in the system. Export to Exports the OTB plan to an Excel Excel spreadsheet. Close Closes the View OTB Plan option and returns you to the main menu. 3 Under Filter, you can filter your plan by Year, and you can filter by the categories you selected when setting up the OTB Settings. Only the categories that you selected will show on the plan. If you selected the Plan by Store option, you will also see the filter for Store. 4 Click in the Show combo box under Show Type and specify to view your OTB plan by Units, Cost, or Retail, depending on what you selected when you set up the OTB Settings. OTB Worksheet The OTB Worksheet option allows you to work with the plan from the top down, and the changes will distribute the values down to the lower categories/levels. 1 On the Main Menu, navigate to Open To Buy> OTB Worksheet. 2 On the OTB Worksheet screen, you can work with your OTB plan at any level of the plan and have the 16 Open To Buy 5 You will see all of the fields in the left column, with both planned and actual values next to each other. The months will be going across the top of the screen. All actual fields will be shown in yellow and cannot be modified. All previous months will be shown in yellow. Planned fields will be shown in white and can be modified. Current and future months that are editable will be shown in white. Planned fields include BOM, Sales, POS Mkdn, Perm Mkdn, PO Rcvd, RA, Tran, and Adj. Calculated fields will be shown in green and cannot be modified. Calculated fields include On Order, To Order, and Open to Buy. If the OTB is out of balance, the field will be shown in red, indicating that too much has been ordered to meet the sales goals for the following month.
17 6 You have the ability to modify the planned values on a plan by clicking into and typing into the field you want to change. When you change a planned value, the field color turns from white to orange. Once you save the change, the field will turn back to white. 7 When modifying a value that is less than or greater than zero, all values from the top down will be adjusted based on the percentage that was changed. For example, if the OTB hierarchy is defined as Department > Type > Stores, and the planned sales value for the Men s department is 1000 units, then when you change the planned sales to 1100 units for that department, it calculates a 10% increase. Therefore, all Types within the Men s department for all stores will increase by 10% automatically. 8 When modifying values that are equal to zero, the system will give you an error which will prompt you to select which data element (month and field) to base the percent change on. This is due to the fact that the system updates the values based on percentage, but if there is no previous value in the field, it cannot base the change on any percentage. Additional Options Button Function Search Lets you search for the OTB plan after using the filtering search criteria. Reset Resets the current search criteria. Show/Hide Lets you select/deselect columns you Columns want visible on the OTB plan (BOM, Sales, PO Rcvd, RA, Tran, Adj. On Order, To Order, POS Markdowns, Perm Markdowns, OTB) Save Saves the current OTB values in the system. Export to Exports the OTB plan to an Excel Excel spreadsheet. You have the option to drill down by category which will create separate tabs on the spreadsheet to show the breakdown by each category selected. You can also show the % difference between Actual and Planned values on report. Close Closes the OTB Worksheet option and returns you to the main menu. Standard Report Report with Additional Options to Show % Difference Update OTB Plan Use the Update OTB Plan option to maintain your current OTB plan once it has been set up. You can select categories, fields, and months on which you want to do a mass update on the plan. 1 On the Main Menu, navigate to Open To Buy> Setup & Utilities> OTB Update Plan. 17 Basic Open to Buy Functions
18 for the selected months based on last year s actual sales. o Based on - BOM: Used when planning at Units, sales for the selected months based on your planned beginning of month on-hand values. 2 On the OTB Update Plan screen is a mass updating tool that allows you to do a mass update of your plan by categories or to change rules, and also allows you to select which months you want to update. 3 Under Categories, select the categories you want to update on the plan. If you want to update everything, leave them blank. 4 Under Change Rule, select the rules on which you want to base the changes. You can choose from Fields to Change based on other planned values that you have entered on your plan when you initially set up the plan. Field to Change - BOM o Based on - Sales: Used when planning at Units, beginning of month (BOM) value for the selected months based on the planned sales for those months. o Based on - Sales + Mkdowns: Used when planning at Retail. Enter a positive or negative BOM for the selected months based on your planned sales plus planned markdowns for those months. o Based on - Months Supply Field to Change - Sales o Based on - LY Sales: Used when planning at Units, sales 18 Open To Buy Field to Change - Reg Markdowns o Based on - LY Reg Mkdown: Used when planning at Retail. Enter a positive or negative percentage value to change your planned register markdowns for the selected months based on last year s actual register markdowns. o Based on - Sales: Used when planning at Units, register markdowns based on your planned sales for the month. Field to Change - BO Markdowns o Based on - LY Bo Mkdown: Used when planning at Retail. Enter a positive or negative percentage value to change your planned back-office markdowns for the selected months based on last year s actual back office markdowns. o Based on - Sales: Used when planning at Units, back-office markdowns for the selected months based on your planned sales for the month. o Based on - BOM: Used when planning at Units, back-office markdowns for the selected months based on your planned beginning of month on-hand values. Field to Change - Received o Based on - LY Rcvd: Used when planning at Units, received for the selected months based on last year s actual received values. o Based on - Sales: Used when planning at Units, received for the selected months based on your planned sales for the month. o Based on - Sales + Mkdowns: Used when planning at Retail. Enter a positive or negative received for the selected months based on your planned sales plus planned markdowns for the month.
19 Field to Change - RA o Based on - LY Rcvd: Used when planning at Units, RA values for the selected months based on last year s actual received values. o Based on - Sales: Used when planning at Units, RA values for the selected months based on your planned sales for the month. o Based on - Sales + Mkdowns: Used when planning at Retail. Enter a positive or negative RA values for the selected months based on your planned sales plus planned markdowns for the month. Field to Change - Transfers o Based on - LY Trans: Used when planning at Units, transfers for the selected months based on last year s actual transfers. o Based on - Sales: Used when planning at Units, transfers based on your planned sales for the month. o Based on - BOM: Used when planning at Units, transfers for the selected months based on your planned beginning of month on-hand values. o Based on - Sales + Mkdowns: Used when planning at Retail. Enter a positive or negative transfers for the selected months based on your planned sales plus planned markdowns for the month. o Based on - Rcvd: Used when planning at Units, transfers for the selected months based on your planned received values. Field to Change - Adjustments o Based on - LY Adj: Used when planning at Units, adjustments for the selected months based on last year s actual adjustments. o Based on - BOM: Used when planning at Units, adjustments for the selected months based on your planned beginning of month on-hand values. o Based on - Sales: Used when planning at Units, adjustments for the selected months based on your planned sales for the month. o Based on - Rcvd: Used when planning at Units, adjustments for the selected months based on your planned received values for the month. o Based on - Tran: Used when planning at Units, adjustments for the selected months based on your planned transfers for the month. 5 Under Months, click to select the months you want to update on the plan. The plan extends 18 months, and you are able to edit the months that have not passed yet. 6 Click on the Update Plan button. 7 Click on the Cancel button to close the Update OTB Plan option. OTB Reports OTB Budget Analysis 1 On the Main Menu, navigate to Open To Buy> OTB Budget Analysis. 2 On the OTB Budget Analysis screen, filter your search by your selected categories by clicking in the option boxes under Show, the combo boxes under Filter, and the combo box under Show Type. 3 Click on the Search button. On the left side of the 19 Basic Open to Buy Functions
20 window, the categories you selected will display in the Show section, and on the right is a breakdown of all OTB fields including your planned, actual, and percentage difference for BOM, Sales, PO Rcvd, Trans, Adj, Reg and Perm Mkdns. OTB Reports This option lets you export your company-wide OTB report with a choice of the selected categories from your OTB plan by which to group your report. 1 On the Main Menu, navigate to Open To Buy> OTB Reports. 4 Click on the Show/Hide Columns button for a window that will allow you to select the columns you want shown or hidden by selecting or deselecting the option boxes. Click on OK when you have made your selections. 5 Click on the Reset button to revert to the original settings. 6 Click on the Export to Excel button to export the data to an Excel spreadsheet file. You will then have the ability to print the file. 20 Open To Buy 2 The OTB Reports window displays. It allows you to export your company-wide OTB report, with a choice of the selected categories from your OTB plan by which to group your report. Click in the option/combo boxes to make your selections. 3 Click on the Export button to export the data to an Excel spreadsheet file. You will then have the ability to print the file.
21 RMSA Setup and Export The Open to Buy module in Celerant is able to extract your OTB data so that you can import it into RMSA. 1 On the Main Menu, navigate to Open To Buy> Integrations> RMSA Setup. Check OTB from Purchase Order When you create a new purchase order in the system and you add styles to it, you can view the current OTB for the styles on the purchase order. 2 On the RMSA Setup screen, enter the Client ID provided to you by RMSA and your Company name, then click on Save. 1 On the Main Menu, navigate to Purchase Orders> New Purchase Order. 2 Click on the Check OTB button. 3 Navigate to Open To Buy> Integrations> OTB Setup (used for both RMSA and ANT). OTB Exports 21 Basic Open to Buy Functions
22 4 On the OTB Setup screen, you will see tabs for Department, Types, and Sub Types. On the Department tab, each department will correspond with a code from RMSA or ANT. Type the code in the respective department Code field. If you only have departments (no types), click on the Save button once all codes have been entered. NOTE: Before you run an export, it is recommended that you create a folder in your C: drive called RMSA in which to save and store all of your RMSA documents. 6 Navigate to Open To Buy> Integrations> RMSA OTB Export. 5 If you have types in addition to departments, click on the Type tab. Then, in the Dept Code field, enter the department code where this type resides, and in the Code field, enter the type code provided. Click on Save once all codes have been entered. 7 This window displays: 22 Open To Buy
23 2 A New ANT USA Export screen displays. 8 Under Dates, enter the date range for the report (for example, 3/1/06 to 3/31/06). Then click to select the stores that you would like to export and click on Run. 9 Once the report is run, the system will prompt you to save two files: RCOMSEND.DAT is the file that you will send to RMSA. When this file appears, change the name to include the month and year of the export (example: RCOMSEND DAT). Save this file into the RMSA folder that you have created on your C:/ drive. RMSA.XLS is an Excel version of the information you will be sending to RMSA. When this file appears, change the name to include the month and year of the export (example: RMSA XLS). 3 Click in the combo boxes to select the Transaction Dates range that you want to export. 4 Click in the option boxes next to the fields you want to include on the export: Items, Actuals, and/or On Orders. 5 Click on the down arrow button in the On Orders Based Upon combo box and select Ship Date or Cancel Date. 6 Click on the Export Data button. You will receive a message when the export is complete. ANT Export Celerant is able to extract your OTB data so it can be imported into ANT. The New ANT USA Export option is used when you have the ANT USA Enterprise software. 7 Click on the OK button to close the prompt. 1 On the Main Menu, navigate to Open To Buy> New ANT USA Export 8 Click on the Cancel button to close the ANT Export option. 23 Basic Open to Buy Functions
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25 All Open to Buy Screens Chapter 5
26 4 Click on the Save button to save your entries. OTB Setup This screen allows you to define the department codes used for the RMSA export. These codes are provided by RMSA. 1 On the Main Menu, navigate to Open To Buy> Integrations> OTB Setup. 5 Click on the Cancel button to close the OTB Setup option. RMSA Setup This screen allows you to set up your RMSA Client ID and Company name to be used in the RMSA export file. 1 On the Main Menu, navigate to Open To Buy> Integrations> RMSA Setup. 2 This window displays: 2 This window displays: 3 Once the Client ID and Company fields are complete, click on the Save button to save them into your system. 3 Enter a Code for each department, then click on the Types and Sub Types tabs and continue entering data as applicable. 26 Open To Buy 4 Click on the Cancel button to close the RMSA Setup option.
27 RMSA OTB Export 7 Click on the Close button to close the RMSA OTB Export option. This option lets you export your OTB plan to a file which you can then send to RMSA to work with. ANT USA Export 1 On the Main Menu, navigate to Open To Buy> Integrations> RMSA OTB Export. This screen allows you to export the OTB Plan so it can be imported into ANT. 1 On the Main Menu, navigate to Open To Buy> Integrations> ANT USA Export. 2 This window displays: 2 An ANT USA Export window displays. 3 Under Dates, click on the down arrow buttons in the combo boxes to specify a date range for the export. 3 Under Dates, enter the date range for the report (for example, 3/1/06 to 3/31/06). 4 Click in the Date Type combo box and select Ship or Cancel from the drop-down list. 4 Click on the down arrow button in the Monthly On Orders combo box and select Ship Date or Cancel Date. 5 Click in the BOM combo box and select the beginning of month date. 5 Click in the option boxes next to the stores that you would like to export. 6 Click on the Run button to run the current export based on the selected search criteria. 6 Click in the Exclude Subtype option box to select it to exclude the subtype in the export. 7 Click in the Monthly on Order Extract option box to select it to extract the monthly on order from the export. 27 All Open to Buy Screens
28 8 Click on the Weekly button to export the OTB plan, based on the search criteria you entered. 7 Click on the Cancel button to close the New ANT USA Export option. 9 Click on the Close button to close the ANT USA Export option. OTB Settings New ANT USA Export This screen allows you to export a file for ANT, which is compatible with the ANT Enterprise edition. 1 On the Main Menu, navigate to Open To Buy> Integrations> New ANT USA Export. 2 This window displays: This screen allows you to set up the OTB plan by choosing the categories at which you want to plan, the metrics at which you want to be able to plan, and whether you will use the fiscal or Gregorian calendar, and to define other settings regarding how the plan will be viewed/calculated. 1 On the Main Menu, navigate to Open To Buy> Setup & Utilities> OTB Settings. 2 The OTB Settings screen displays: 3 Click on the down arrow buttons in the Transaction Dates combo boxes to set the date range for the export. 4 Click in the option boxes next to the fields you want to include on the export: Items, Actuals, and/or On Orders. 5 Click on the down arrow button in the On Orders Based Upon combo box and select Ship Date or Cancel Date. 6 Click on the Export Data button to export a file based on the search criteria you selected. 28 Open To Buy 3 Under General, click to select the Use Retail Calendar option box if you want to use the retail calendar that is set up in the system (Settings> Options> Retail Calendar). Otherwise, it will use the Gregorian calendar for planning. 4 If you select the On Order Based Upon Cancel Date option box, the system will calculate your on order based on the cancel date rather than the ship date.
29 5 If you select the Planned PO Rcvd Populated by On Order option box, then the system will calculate your planned received as 100% of your projected On Order. Otherwise, you will need to enter the desired planned received. Use this if, historically, you only receive (for example) 80% in a selected month. update. Note: Update OTB Live and Warnings To do not have any functionality and are scheduled to be removed in a future release. 6 If you select the Use Dynamic OTB option box, then a calculated row will be added to the OTB Worksheet to view Projected BOM based on a rolling OTB Plan. The Projected BOM will then carry over the previous EOM from the existing month to the BOM of the new month. 7 Under Categories, click in the Category 1, Category 2, Category 3, and Category 4 combo boxes and select up to four categories at which to plan. You have the ability to plan by Department, Type, Subtype 1, Subtype 2, Subtype 3, Price Point, or OF fields. 8 If you select the Plan By Store option box, it will make the store the lowest level of planning. 9 Under Metrics, select to Plan At Retail, Plan At Cost, and/or Plan In Units to add these views to your OTB plan. OTB Update Plan This option lets you update your OTB planned values by category based on the selected fields to change and specified months and percentage. 1 On the Main Menu, navigate to Open To Buy> Setup & Utilities> OTB Update Plan. 2 On the OTB Update Plan screen is a mass updating tool that allows you to do a mass update of your plan by categories or to change rules, and also allows you to select which months you want to 3 Under Categories, select the categories you want to update on the plan. If you want to update everything, leave them blank. 4 Under Change Rule, select the rules on which you want to base the changes. You can choose from Fields to Change based on other planned values that you have entered on your plan when you initially set up the plan. Field to Change - BOM o Based on - Sales: Used when planning at Units, beginning of month (BOM) value for the selected months based on the planned sales for those months. o Based on - Sales + Mkdowns: Used when planning at Retail. Enter a positive or negative BOM for the selected months based on your planned sales plus planned markdowns for those months. o Based on - Months Supply Field to Change - Sales o Based on - LY Sales: Used when planning at Units, sales for the selected months based on last year s actual sales. o Based on - BOM: Used when planning at Units, sales for the selected months based on your planned beginning of month on-hand values. Field to Change - Reg Markdowns o Based on - LY Reg Mkdown: Used when planning at Retail. Enter a positive or negative percentage value to change your planned register markdowns 29 All Open to Buy Screens
30 for the selected months based on last year s actual register markdowns. o Based on - Sales: Used when planning at Units, register markdowns based on your planned sales for the month. Field to Change - BO Markdowns o Based on - LY Bo Mkdown: Used when planning at Retail. Enter a positive or negative percentage value to change your planned back-office markdowns for the selected months based on last year s actual back office markdowns. o Based on - Sales: Used when planning at Units, back-office markdowns for the selected months based on your planned sales for the month. o Based on - BOM: Used when planning at Units, back-office markdowns for the selected months based on your planned beginning of month on-hand values. Field to Change - Received o Based on - LY Rcvd: Used when planning at Units, received for the selected months based on last year s actual received values. o Based on - Sales: Used when planning at Units, received for the selected months based on your planned sales for the month. o Based on - Sales + Mkdowns: Used when planning at Retail. Enter a positive or negative received for the selected months based on your planned sales plus planned markdowns for the month. Field to Change - RA o Based on - LY Rcvd: Used when planning at Units, RA values for the selected months based on last year s actual received values. o Based on - Sales: Used when planning at Units, RA values for the selected months based on your planned sales for the month. o Based on - Sales + Mkdowns: Used when 30 Open To Buy planning at Retail. Enter a positive or negative RA values for the selected months based on your planned sales plus planned markdowns for the month. Field to Change - Transfers o Based on - LY Trans: Used when planning at Units, transfers for the selected months based on last year s actual transfers. o Based on - Sales: Used when planning at Units, transfers based on your planned sales for the month. o Based on - BOM: Used when planning at Units, transfers for the selected months based on your planned beginning of month on-hand values. o Based on - Sales + Mkdowns: Used when planning at Retail. Enter a positive or negative transfers for the selected months based on your planned sales plus planned markdowns for the month. o Based on - Rcvd: Used when planning at Units, transfers for the selected months based on your planned received values. Field to Change - Adjustments o Based on - LY Adj: Used when planning at Units, adjustments for the selected months based on last year s actual adjustments. o Based on - BOM: Used when planning at Units, adjustments for the selected months based on your planned beginning of month on-hand values. o Based on - Sales: Used when planning at Units, adjustments for the selected months based on your planned sales for the month. o Based on - Rcvd: Used when planning at Units, adjustments for the selected months based on your planned received values for the month. o Based on - Tran: Used when planning at Units,
31 adjustments for the selected months based on your planned transfers for the month. 5 Under Months, click to select the months you want to update on the plan. The plan extends 18 months, and you are able to edit the months that have not passed yet. 6 Click on the Update Plan button. Plan by Store option, you will also see the filter for Store which is the lowest level of the plan. 5 Under Show Type, click on the down arrow button in the Show combo box and make a selection from the drop-down list to indicate the type to include. This will give you the options to view your past data by Retail, Cost, or Units, depending on your OTB settings; for example, if you selected all three options in the OTB settings, you can view the past data by retail, cost, or units. This option lets you manually populate the past data for your OTB plan based on the filtering criteria. Additional Options Button Function Show Displays the plan based on the filtering criteria specified. Save Saves the current OTB values in the system. Close Closes the OTB Populate Past Data option and returns you to the main menu. 1 On the Main Menu, navigate to Open To Buy> Setup & Utilities> OTB Populate Past Data. Update Actuals 7 Click on the Cancel button to close the Update OTB Plan option. OTB Populate Past Data This option lets you update your actual values in the system, which goes through and calculates your current inventory transactions, on orders, and BOM values. This should be done before viewing or working with the plan so you are working with the current values. 2 This screen displays: 1 On the Main Menu, navigate to Open To Buy> Setup & Utilities> Update Actuals. 2 This screen displays: 3 Under Filter, click on the down arrow button in the OTB Plan combo box and make a selection from the drop-down list. 4 Select the Department and/or Type to include by clicking on the down arrow buttons in the combo boxes. Only the categories that you selected in OTB settings will show on the plan. If you selected the 31 All Open to Buy Screens
32 3 Click to select the Actuals (Inventory Transactions and BOM) option box if you want this data included, and/or click to select the On Orders option box to include on orders. 4 Click on the Process button to update the actuals on your plan based on the options selected to update. This prompt displays: 5 Click on the Yes button to proceed. 6 Click on the Exit button to close the Update Actuals option. 3 In the Year of Plan edit box, enter the year of the plan with which you want to work. 4 Click on the Search button. OTB Plan Maintenance 1 On the Main Menu, navigate to Open To Buy> OTB Plan Maintenance. 2 This screen displays: 32 Open To Buy 5 Click to select the plan in the list, and then click on the Edit button to work with the plan.
33 3 Under Show, click in an option box to define how you want to set your planned values, based on the categories you set up in OTB Settings: Department, Type, or Stores. 6 Make changes to the data as necessary, then click on the Save button to save your entries. 7 Click on the Cancel button to close the OTB Plan Maintenance option. View OTB Plan This screen lets you view and modify your OTB plan from the bottom up to enter or change planned values which will distribute up to the higher levels of the plan, view actuals for months past, and calculated values which include On Order, To Order, and Open to Buy. 1 On the Main Menu, navigate to Open To Buy> View OTB Plan. 2 This window displays: 4 Under Filter, click on the down arrow button in the OTB Plan combo box and make a selection from the drop-down list. 5 Select the Department and/or Type to include by clicking on the down arrow buttons in the combo boxes. Only the categories that you selected in OTB settings will show on the plan. If you selected the Plan by Store option, you will also see the filter for Store which is the lowest level of the plan. 6 Under Show Type, click on the down arrow button in the Show combo box and make a selection from the drop-down list to indicate the type to include. This will give you the options to view your OTB plan by Retail, Cost, or Units, depending on your OTB settings; for example, if you selected all three options in the OTB settings, you can view the plan by retail, cost, or units. 7 You will see all of the actual and planned columns across the top of the plan. All Actual fields will be shown in yellow and cannot be modified. All previous months will be shown in yellow. Planned fields will be shown in white and can be modified. Planned fields include BOM, Sales, POS Mkdn, Perm Mkdn, PO Rcvd, RA, Tran, and Adj. Current and future months that are editable will be shown in white. Calculated fields will be shown in green and cannot be modified. Calculated fields include On Order, To Order, and Open to Buy. 8 You have the ability to modify the planned values on a plan by clicking into and typing into the field 33 All Open to Buy Screens
34 you want to change. When you change a planned value, the field color turns from white to orange. Once you save the change, the field will turn back to white. NOTE: If the OTB is out of balance, the field will turn from green to red, indicating that too much has been ordered to meet the sales goals for the following month. Additional Options Button Function Search Lets you search for the OTB plan after using the filtering search criteria. Reset Resets the current search criteria. Show/Hide Lets you select/deselect columns you Columns want visible on the OTB plan (BOM, Sales, PO Rcvd, RA, Tran, Adj. On Order, To Order, POS Markdowns, Perm Markdowns, OTB) Save Saves the current OTB values in the system. Export to Exports the OTB plan to an Excel Excel spreadsheet. Close Closes the View OTB Plan option and returns you to the main menu. OTB Plan Budget Analysis This option lets you view the plan using the filtering criteria, as well as view the actual and planned values and percentage difference. 1 On the Main Menu, navigate to Open To Buy> OTB Budget Analysis. 2 This window displays: 3 Under Show, click in an option box to define how you want to view your OTB plan budget analysis, based on the categories you set up in OTB Settings: Department, Type, or Stores. 4 Under Filter, click on the down arrow button in the OTB Plan combo box and make a selection from the drop-down list. 5 Select the Department and/or Type to include by clicking on the down arrow buttons in the combo boxes. Only the categories that you selected in OTB settings will show on the plan. If you selected the Plan by Store option, you will also see the filter for Store which is the lowest level of the plan. 6 Under Show Type, click on the down arrow button in the Show combo box and make a selection from the drop-down list to indicate the type to include. This will give you the options to view your OTB plan budget analysis by Retail, Cost, or Units, depending on your OTB settings; for example, if you selected all three options in the OTB settings, you can view the plan budget analysis by retail, cost, or units. 7 You will see all of the actual and planned columns across the top of the plan. All Actual fields will be shown in yellow and cannot be modified. All previous months will be shown in yellow. Planned fields will be shown in white and can be modified. Planned fields include BOM, Received, Sales, Adjustments, Perm Markdowns, RA's, Transfers, and POS Markdowns. Current and future months that are editable will be shown in white. Calculated fields will be shown in green and cannot be modified. Calculated fields include On Order, To Order, and Open to Buy. 8 You have the ability to modify the planned values on a plan by clicking into and typing into the field 34 Open To Buy
35 you want to change. When you change a planned value, the field color turns from white to orange. Once you save the change, the field will turn back to white. NOTE: If the OTB plan budget analysis is out of balance, the field will turn from green to red, indicating that too much has been ordered to meet the sales goals for the following month. Additional Options Button Function Search Lets you search for the OTB plan budget analysis after using the filtering search criteria. Reset Resets the current search criteria. Show/Hide Lets you select/deselect columns you Columns want visible on the OTB plan budget analysis (BOM, Sales, PO Rcvd, RA, Tran, Adj. On Order, To Order, POS Markdowns, Perm Markdowns, OTB) Save Saves the current OTB values in the system. Export to Exports the OTB plan to an Excel Excel spreadsheet. Close Closes the View OTB Plan option and returns you to the main menu. 3 Click on the Export button to export the data to an Excel spreadsheet file. You will then have the ability to print the file. OTB Reports This option lets you export your company-wide OTB report with a choice of the selected categories from your OTB plan by which to group your report. 1 On the Main Menu, navigate to Open To Buy> OTB Reports. OTB Worksheet The OTB Worksheet option allows you to work with the plan from the top down, and the changes will distribute the values down to the lower categories/levels. 1 On the Main Menu, navigate to Open To Buy> OTB Worksheet. 2 The OTB Reports window displays. It allows you to export your company-wide OTB report, with a choice of the selected categories from your OTB plan by which to group your report. Click in the option/combo boxes to make your selections. 2 On the OTB Worksheet screen, you can work with 35 All Open to Buy Screens
36 your OTB plan at any level of the plan and have the values distribute down to the lower levels of the plan. You also have different export reports from this screen. 3 Under Filter, you can filter your plan by Year, and you can filter by the categories you selected when setting up the OTB Settings. Only the categories that you selected will show on the plan. If you selected the Plan by Store option, you will also see the filter for Store. 4 Click in the Show combo box under Show Type and specify to view your OTB plan by Units, Cost, or Retail, depending on what you selected when you set up the OTB Settings. 5 You will see all of the fields in the left column, with both planned and actual values next to each other. The months will be going across the top of the screen. All actual fields will be shown in yellow and cannot be modified. All previous months will be shown in yellow. Planned fields will be shown in white and can be modified. Current and future months that are editable will be shown in white. Planned fields include BOM, Sales, POS Mkdn, Perm Mkdn, PO Rcvd, RA, Tran, and Adj. Calculated fields will be shown in green and cannot be modified. Calculated fields include On Order, To Order, and Open to Buy. If the OTB is out of balance, the field will be shown in red, indicating that too much has been ordered to meet the sales goals for the following 36 Open To Buy month. 6 You have the ability to modify the planned values on a plan by clicking into and typing into the field you want to change. When you change a planned value, the field color turns from white to orange. Once you save the change, the field will turn back to white. 7 When modifying a value that is less than or greater than zero, all values from the top down will be adjusted based on the percentage that was changed. For example, if the OTB hierarchy is defined as Department > Type > Stores, and the planned sales value for the Men s department is 1000 units, then when you change the planned sales to 1100 units for that department, it calculates a 10% increase. Therefore, all Types within the Men s department for all stores will increase by 10% automatically. 8 When modifying values that are equal to zero, the system will give you an error which will prompt you to select which data element (month and field) to base the percent change on. This is due to the fact that the system updates the values based on percentage, but if there is no previous value in the field, it cannot base the change on any percentage. Additional Options Button Function Search Lets you search for the OTB plan after using the filtering search criteria. Reset Resets the current search criteria. Show/Hide Lets you select/deselect columns you Columns want visible on the OTB plan (BOM, Sales, PO Rcvd, RA, Tran, Adj. On Order, To Order, POS Markdowns, Perm Markdowns, OTB) Save Saves the current OTB values in the system. Export to Exports the OTB plan to an Excel Excel spreadsheet. You have the option to drill down by category which will create separate tabs on the spreadsheet to show the breakdown by each category selected. You can also show the % difference between Actual and Planned values on report. Close Closes the OTB Worksheet option and returns you to the main menu. Standard Report
37 Report with Additional Options to Show % Difference 37 All Open to Buy Screens
38
39 Appendix Customization of Open To Buy Formula Chapter 6
40 Glossary of Terms and Actual Calculations Purpose Starting in Command Version 6.4.5, the Open To Buy module has been enhanced to allow customized formulas from a predefined list of fields relating to OTB. These formulas include: - Projected Beginning of Month Future Projected Beginning of Month Present Projected Beginning of Month Past Open to Buy Present and Future Open to Buy Past Therefore, by using the OTBFormulas.txt file described below, the user can have a separate formula for future months, present months, and past months as it relates to Projected Beginning of Month values as well as Open To Buy values. This document will explain the requirements to implement the custom formulas, the fields available to include in the formulas including the terminology, how to apply the formulas, and examples of the default formulas. Requirements Celerant Command Version Build Date 8/13/15 or newer Define desired Command Open To Buy Settings o Open To Buy> Setup & Utilities> OTB Settings Create Open To Buy Plan o Open To Buy> OTB Plan Maintenance New Defined OTBFormulas.txt file saved under RMS6 directory Key Processing Notes Each type of data (Sales, Transfers, PO Receiving, etc.) uses a specific type of transaction in calculating the actual values. This section explains the details as well as provides the formulas used when calculating the actual values. Ø Sales (+ value reduces inventory) = sum (extended + reg_markdown) from receipts where the date closed is between the fiscal start date and fiscal end date. Ø Reg Mkdwn (+ value reduces inventory) = sum (reg_markdown) from receipts where the date closed is between the fiscal start date and fiscal end date. Ø BO Mkdwn (+ value reduces inventory) = sum (mk_total) from group markdowns where the date committed is between the fiscal start date and fiscal end date. Ø PO Rcvd (+ value increases inventory) = sum (price * quantity) from purchase order receivings that were received between the fiscal start date and fiscal end date. Ø RA (- value reduces inventory) = sum (price * quantity) from return authorization shipments that were shipped between the fiscal start date and fiscal end date. Ø Trans (- value reduces inventory) = sum (price * quantity) from inter-store transfers created between the fiscal start date and fiscal end date. Ø Adj (- reduces inventory) = sum (price * quantity) from transfer in, transfer out, kits, bulk item breakup, and physical inventory adjustments created between the fiscal start date and fiscal end date. Ø Current OH Retail = sum (price * (QOH + QIT)) from all inventory. Currently, the custom formulas will only work in conjunction with the OTB Worksheet found under Open To Buy> OTB Worksheet. All other OTB screens such as View OTB Plan, OTB Budget Analysis, and OTB Reports will use the old hard-coded formula when calculating the Projected BOM and OTB values. 40 Open To Buy Ø BOM Actual = Current OH Retail + Sales (Actual) + BO Mkdwn (Actual) - PO Rcvd (Actual) - RA (Actual) - Trans (Actual) - Adj (Actual)
41 Projected Beginning of Month (BOM) There are three distinct formulas that can be used when calculating the Projected Beginning of Month (BOM). These include: - Projected Beginning of Month Future - Projected Beginning of Month Present - Projected Beginning of Month Past PO po_receive Rcvd d_planned P Planned Purchase Order Receiving (Units, Retail, Cost) PO po_receive Rcvd d_actual A Actual Purchase Order Receiving (Units, Retail, Cost) Sales - sales_plann Planned Sales (Units, Retail, P ed Cost) Sales - sales_actua Actual Sales (Units, Retail, A l Cost) All three formulas have the ability to utilize the following available fields when defining the BOM calculation. Projected Beginning of Month (BOM) Available Fields Short Field Value Description Name for Formula Projected Beginning of Projec projected_b Month by using "Projected ted om BOM Past Formula" (Unit, BOM Retail, Cost) Curre The Current Month's nt this_month Projected Beginning of Mont _projected_ Month calculated by the h bom "Projected BOM Present BOM Formula" (Unit, Retail, Cost) P Next Mont next_mont Next Month's Actual h_bom_act Beginning of Month (Unit, h Retail, Cost) BOM - ual A BOM Actual Beginning of Month bom_actual A (Unit, Retail, Cost) Curre nt this_month The Current Month's Actual Mont _bom_actu Beginning of Month (Unit, h al Retail, Cost) BOM A Reg reg_markd Mkdw own_plann n - P ed Planned Register Markdowns (Retail) Reg reg_markd Actual Register Markdowns Mkdw own_actual (Retail) n-a Planned Return RA - P ra_planned Authorization (Units, Retail, Cost) RA - A ra_actual Actual Return Authorization (Units, Retail, Cost) Trans -P tran_plann ed Planned Inter-Store Transfers (Units, Retail, Cost) Trans -A tran_actual Actual Inter-Store Transfers (Units, Retail, Cost) adj_planne Adj - P d Planned Inventory Adjustments (Transfer In/Transfer Out) (Units, Retail, Cost) Adj - A adj_actual Actual Inventory Adjustments (Transfer In/Transfer Out) (Units, Retail, Cost) BO bo_markdo Planned Back Office Mkdw wn_planne Markdown (Retail) n-p d BO bo_markdo Actual Back Office Mkdw wn_actual Markdown (Retail) n-a 41 Appendix - Customization of Open To Buy Formula
42 On on_order Order Actual Purchase Order On Order (Units, Retail, Cost) FUTURE - Projected BOM Default Formula Command Field Name The following is the default formula using the Short Name, which is what the end user will see on the OTB Worksheet: Future [BOM-P] = [BOM-P] [Sales-P] [RegMkdwn-P] [BO Mkdwn-P] + [RA-P] + [Trans-P] + [Adj-P] + [On Order] Code Field Name The following is the default formula using the actual coded field name, which is what will be needed for the customized.txt file that applies to the OTB Worksheet: proj_bom_future_formula = projected_bom sales_planned reg_markdown_planned bo_markdown_planned + ra_planned + tran_planned + adj_planned + on_order PRESENT - Projected BOM Default Formula Command Field Name The following is the default formula using the Short Name, which is what the end user will see on the OTB Worksheet: Present [BOM-P] = [BOM-A] [Sales-P] [RegMkdwn-P] [BO Mkdwn-P] + [RA-P] + [Trans-P] + [Adj-P] + [On Order] Code Field Name The following is the default formula using the actual coded field name, which is what will be needed for the customized.txt file that applies to the OTB Worksheet: proj_bom_present_formula = bom_actual sales_planned reg_markdown_planned bo_markdown_planned + ra_planned + tran_planned + adj_planned + on_order PAST - Projected BOM Default Formula Command Field Name The following is the default formula using the Short Name, which is what the end user will see on the OTB Worksheet: Present [BOM-P] = [BOM-A] [Sales-A] [RegMkdwn-A] [BO Mkdwn-A] + [PO Rcvd-A] + [RA-A] + [Trans-A] + [Adj-A] + [On Order] 42 Open To Buy Code Field Name The following is the default formula using the actual coded field name which is what will be needed for the customized.txt file that applies to the OTB Worksheet: proj_bom_past_formula = bom_actual sales_actual reg_markdown_actual bo_markdown_actual + po_received_actual + ra_actual + tran_actual + adj_actual + on_order Open to Buy (OTB) There are two distinct formulas that can be used when calculating the Open To Buy (OTB) value. These include: - Open To Buy Present and Future - Open To Buy Past Both formulas have the ability to utilize the following available fields when defining the OTB calculation. Open To Buy (OTB) Available Fields Short Field Value Description Name for Formula Projected Beginning of Projec projected_b Month by using "Projected ted om BOM Past Formula" (Unit, BOM Retail, Cost) Curre nt this_month Mont _projected_ h bom BOM P The Current Month's Projected Beginning of Month calculated by the "Projected BOM Present Formula" (Unit, Retail, Cost) Next Mont next_month Next Month's Actual _bom_actua Beginning of Month (Unit, h Retail, Cost) BOM - l A BOM Actual Beginning of Month bom_actual A (Unit, Retail, Cost) Curre nt this_month The Current Month's Actual _bom_actua Beginning of Month (Unit,
43 Mont h l BOM A n-p Retail, Cost) PO Planned Purchase Order po_received Rcvd Receiving (Units, Retail, _planned P Cost) PO Actual Purchase Order po_received Rcvd Receiving (Units, Retail, _actual A Cost) Sales - sales_plann P ed Planned Sales (Units, Retail, Cost) BO bo_markdo Mkdw wn_actual n-a Actual Back Office Markdown (Retail) On on_order Order Actual Purchase Order On Order (Units, Retail, Cost) Next Mont next_month Next Month's Planned _bom_plan Beginning of Month (Unit, h Retail, Cost) BOM - ned P Reg reg_markdo Planned Register Mkdw wn_planned Markdowns (Retail) n-p Next Next Month's Projected Mont next_month Beginning of Month by h _projected_ using the "Projected BOM Projec bom Future Formula" (Unit, ted Retail, Cost) BOM Reg reg_markdo Actual Register Markdowns Mkdw wn_actual (Retail) n-a PRESENT and FUTURE - OTB Default Formula Sales Actual Sales (Units, Retail, sales_actual A Cost) RA - P ra_planned Planned Return Authorization (Units, Retail, Cost) Command Field Name The following is the default formula using the Short Name, which is what the end-user will see on the OTB Worksheet: RA - A ra_actual Actual Return Authorization (Units, Retail, Cost) Present and Future [OTB] = Next Month [BOM-P] [Next Month Projected BOM] Trans -P Planned Inter-Store tran_planne Transfers (Units, Retail, d Cost) Trans -A tran_actual Actual Inter-Store Transfers (Units, Retail, Cost) Planned Inventory Adjustments (Transfer Adj - P adj_planned In/Transfer Out) (Units, Retail, Cost) Adj - A adj_actual Actual Inventory Adjustments (Transfer In/Transfer Out) (Units, Retail, Cost) BO bo_markdo Planned Back Office Mkdw wn_planned Markdown (Retail) Code Field Name The following is the default formula using the actual coded field name, which is what will be needed for the customized.txt file that applies to the OTB Worksheet: otb_present_and_future_formula = next_month_bom_planned next_month_projected_bom PAST - OTB Default Formula Command Field Name The following is the default formula using the Short Name, which is what the end-user will see on the OTB Worksheet: Past [OTB] = Next Month [BOM-P] Next Month [BOM-A] Code Field Name The following is the default formula using the actual coded field name, which 43 Appendix - Customization of Open To Buy Formula
44 is what will be needed for the customized.txt file that applies to the OTB Worksheet: Otb_past_formula = next_month_bom_planned next_month_bom_actual OTBFormulas.txt File In order to apply the OTB Customized Formulas, the file must be formatted properly, named OTBFormulas.txt, and saved on each machine that will access the OTB Module in Command. The following sections provide the necessary requirements. File Name and Directory File Name The file must be named OTBFormulas.txt Directory The file must be placed under the RMS6 Directory o Typical Configuration Path: C:\Celerant\RMS6 File Layout The file layout will consist of five lines. Each line represents a specific calculation and must have the exact name, but it can have the customized equation: o proj_bom_future_formula o proj_bom_present_formula o proj_bom_past_formula o otb_present_and_future_formula o otb_past_formula 44 Open To Buy Customization Example As described above, there is a default OTB formula which can be customized if a different calculation is required. Default Formula for Projected BOM Present proj_bom_present_formula = bom_actual sales_planned reg_markdown_planned bo_markdown_planned + ra_planned + tran_planned + adj_planned + on_order VS. Customized Formula for Projected BOM Present proj_bom_present_formula = bom_actual sales_planned reg_markdown_actual bo_markdown_actual + ra_actual + tran_actual + adj_actual + on_order Result: The Customized Projected BOM for the Present Month will use the ACTUAL Register Markdown, Back Office Markdown, Return Authorization, Inter-store Transfers, and Inventory Adjustments values as opposed to the PLANNED values.
45
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