Worksheets are created and set up via the Lifecycle Worksheets page.
To set up a Lifecycle Planning Worksheet
- Click the
icon, enter Lifecycle Worksheets, and select the relevant link. - Select an existing Lifecycle Planning Worksheet, and click Edit List, or click the New action to create a new worksheet.
- If the Lifecycle Planning Worksheet is new, fill in the Name and Description.
- Select a Season Code. Each worksheet needs to have a season assigned to it. All totals in the Lifecycle Planning Worksheet are calculated with regard to the Starting Date and Ending Date of the associated season.
- Enter a Hierarchy Code if you want the system to populate the items in the Lifecycle Planning Worksheet based on the defined item hierarchy structure.
Note: You can only select the Hierarchy Code field, if the View type is set to Tree. - Select the View type for the Lifecycle Planning Worksheet to be presented in Tree view or List view.
- Assign a Replenishment Template Code, if you want to link the Lifecycle Planning Worksheet to a Redistribution Replenishment Journal.
- To further filter item(s) that will be populated in the Lifecycle Planning Worksheet, you can define the Division Filter, Item Category Filter, Retail Product Group Filter, and Item Filter that will be used as default filters in the Get Items action in the Lifecycle Planning Worksheet.
| Field | Description |
|---|---|
| Name | This field specifies the name of the Lifecycle Planning Worksheet. |
| Description | This field specifies if the Lifecycle Planning Worksheet is in Tree view or List view. |
| Season Code | This field specifies the season code that is assigned to the Lifecycle Planning Worksheet. |
| Season Description | This is the description of the season code that is assigned to the Lifecycle Planning Worksheet. |
| Hierarchy Code | This field specifies the hierarchy structure that will be used to display the items in the Lifecycle Planning Worksheet.This option is only available when the worksheet's View is set to Tree. |
| View |
This field specifies if the Lifecycle Planning Lines in the Lifecycle Planning Worksheet will be displayed in Tree view or List view.
|
| Starting Date | This field shows the starting date of the season. |
| Ending Date | This field shows the ending date of the season. |
| Replenishment Template Code | This field specifies the Replenishment Template Code that is linked to the Lifecycle Planning Worksheet. The items to be calculated in the related replenishment journal will be taken from the Lifecycle Planning Worksheet. |
| Division Filter | This field specifies the division that will be used to filter the items included in Lifecycle Planning. |
| Item Category Filter | This field specifies the item category that will be used to filter the items included in Lifecycle Planning. |
| Retail Product Group Filter | This field specifies the retail product group that will be used to filter the items included in Lifecycle Planning. |
| Item Filter | This field specifies the item number that will be used to filter the items included in Lifecycle Planning. |
To link the Lifecycle Planning Worksheet to a Redistribution Replenishment Journal
From the Lifecycle Worksheets page, you can assign the Replenishment Template Code to link a Lifecycle Planning Worksheet to a Redistribution Replenishment Journal in order to redistribute the broken sizes and colors among the stores.
The items to be calculated in the Redistribution Replenishment Journal will be taken from the Linked Lifecycle Planning Worksheet. You can use the Retail Item Variant Availability by Location page, which can be accessed from the Redistribution Replenishment Journal, to visualize the items or variant availability and use the page to facilitate variant redistribution among stores to fill the gaps.
If a Redistribution Replenishment Journal is linked to a Lifecycle Planning Worksheet, you can click the Process - Open Journal action in the Lifecycle Planning Worksheet to open the Redistribution Replenishment Journal.
Note: The Open Journal action in Lifecycle Planning Worksheet is only visible when there is a Redistribution Replenishment Journal linked to a Lifecycle Planning Worksheet.
See Also