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RMS 13.1 Business Essentials: Foundation Data

Duration: 3 Days

What you will learn


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

Describe the high level RMS Workflow


Create foundation data
Discuss the applications that integrate with RMS
Describe the organizational hierarchy

Audience
Administrator
Business Analysts
End Users
Functional Implementer
Project Manager

Prerequisites

Required Prerequisites

Basic computer knowledge


Retail industry experience

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

Copyright 2012, Oracle. All rights reserved. Page 1


Course Topics

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

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

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

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

Merchandisers and Suppliers


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

Partners and Finishers


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

Value Added Tax

Copyright 2012, Oracle. All rights reserved. Page 2


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

Items and Differentiators


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

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

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

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

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

RMS 13.1 Differences from RMS 13.0.1

Course Summary

Copyright 2012, Oracle. All rights reserved. Page 3

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