fulfillment_ikb_integration.pdf

Integration Guide JDA® Fulfillment JDA® Intactix Knowledge Base Last updated: 3 September 2013

JDA Software Group, Inc.

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Europe Patent No. 0861474 (E) Taiwan Patent No. 161120 Taiwan Patent No. I222584 Europe Patent No. 0861474 (UK) Taiwan Patent No. 161181 Taiwan Patent No. I222585 German Patent No. 10195871 Taiwan Patent No. 161494 Taiwan Patent No. I222586 German Patent No. 69507020.7 Taiwan Patent No. 163816 Taiwan Patent No. I225208 German Patent No. 69507021 Taiwan Patent No. 164194 Taiwan Patent No. I225209 German Patent No. 69508931.5 Taiwan Patent No. 170630 Taiwan Patent No. I225605 German Patent No. 69508932 Taiwan Patent No. 172458 Taiwan Patent No. I227425 German Patent No. 69601151 Taiwan Patent No. 191262 Taiwan Patent No. I227427 German Patent No. 69601151.4 Taiwan Patent No. 196235 Taiwan Patent No. I231432 German Patent No. 69601152 Taiwan Patent No. 199069 Taiwan Patent No. I234724 German Patent No. 69601152.2 Taiwan Patent No. 200370 Taiwan Patent No. I235318 German Patent No. 69601207 Taiwan Patent No. 205817 Taiwan Patent No. I238957 German Patent No. 69601207.3 Taiwan Patent No. 283220 Taiwan Patent No. I239461

http://jda.com/JDAPatents


German Patent No. 69601208.1 Taiwan Patent No. 371338 Taiwan Patent No. I241800 German Patent No. DE10195968 Taiwan Patent No. 384430 Taiwan Patent No. I242952 Taiwan Patent No. 100569 Taiwan Patent No. 425517 Taiwan Patent No. I251760 Taiwan Patent No. 108409 Taiwan Patent No. 435034 Taiwan Patent No. I251996 Taiwan Patent No. 110827 Taiwan Patent No. 440780 Taiwan Patent No. I258090 Taiwan Patent No. 113331 Taiwan Patent No. 451145 Taiwan Patent No. I266251 Taiwan Patent No. 122508 Taiwan Patent No. 469405 Taiwan Patent No. I271617 Taiwan Patent No. 127358 Taiwan Patent No. 490625 Taiwan Patent No. I284847 Taiwan Patent No. 129860 Taiwan Patent No. 493122 Taiwan Patent No. I285339 Taiwan Patent No. 133048 Taiwan Patent No. 498236 Taiwan Patent No. I285342 Taiwan Patent No. 134299 Taiwan Patent No. 498247 Taiwan Patent No. I286709 Taiwan Patent No. 136847 Taiwan Patent No. 502183 Taiwan Patent No. I290290 Taiwan Patent No. 137376 Taiwan Patent No. 504640 Taiwan Patent No. I299837 Taiwan Patent No. 139353 Taiwan Patent No. 504915 Taiwan Patent No. I314297 Taiwan Patent No. 139680 Taiwan Patent No. 509869 Taiwan Patent No. I314298 Taiwan Patent No. 140308 Taiwan Patent No. 517193 Taiwan Patent No. I317103 Taiwan Patent No. 146038 Taiwan Patent No. 544598 Taiwan Patent No. M377652 Taiwan Patent No. 154327 Taiwan Patent No. 544599 Taiwan Patent No. NI-158220 Taiwan Patent No. 154338 Taiwan Patent No. 561424 Taiwan Patent No. NI-162685 Taiwan Patent No. 154339 Taiwan Patent No. 594530 Taiwan Patent No. NI-166322 Taiwan Patent No. 155489 Taiwan Patent No. 80326 Taiwan Patent No. NI-167148 Taiwan Patent No. 155708 Taiwan Patent No. 93090 Taiwan Patent No. NI-182787 Taiwan Patent No. 157467 Taiwan Patent No. I221578 Taiwan Patent No. NI-182974 Taiwan Patent No. 159609 Taiwan Patent No. I221978


Table of Contents Chapter 1. Introduction ................................................................................................... 1

Who should use this guide ............................................................................................ 1 Terminology ................................................................................................................ 1 Integration overview .................................................................................................... 2 Related documents ...................................................................................................... 2

Chapter 2. Requirements and conditions ......................................................................... 3 Hardware requirements ................................................................................................ 3 Software requirements ................................................................................................. 3 Security requirements .................................................................................................. 3 Fulfillment database requirements ................................................................................. 3

Chapter 3. Intactix Knowledge Base configuration .......................................................... 5 Configure Space Planning ............................................................................................. 5 Configure objects for data export ................................................................................... 5 Configure the IKB integration interface ........................................................................... 6

Chapter 4. Export data from Intactix Knowledge Base into Fulfillment............................ 7

Introduction

Chapter 1. Introduction This guide provides a high-level overview of the integration between JDA Intactix Knowledge Base (IKB) and JDA Fulfillment.

Note: Contact your JDA consultant if you have questions on this information or the installation tool. If the installation is not performed correctly, extensive work may be required to restore the data integrity.

Who should use this guide This guide is intended for the technical staff responsible for installing the bridge between IKB and Fulfillment. Before you use this guide, you should have a functional and technical understanding of IKB and Fulfillment.

Terminology • Capacity: A field stored at various levels in IKB to indicate the number of merchandised units for

each product. At the Performance level, the field indicates the total number of units of a product on a specified planogram.

• Console: An IKB component that allows users to configure the Intactix database and the interfaces between IKB and external applications, such as Fulfillment.

• Data Manager: An IKB component that allows users to view and modify data for objects stored in the Intactix database. For example, users can assign objects to other parent objects stored in the database.

• Object Versioning: Within IKB, all business objects (including products, planograms, floorplans, and stores) can have multiple versions that can move through an object life cycle. For example, a planogram may have a Live and a Pending version. The Pending version of the planogram will replace the Live version at a future date. When the Pending planogram becomes Live, the existing Live planogram's status changes to Historic.

• Performance Data: Space Planning and IKB performance measures include Unit Sales, Retail Price, and Unit or Case Cost. From these measures, Space Planning calculates a variety of other performance measures, including sales and profit.

• Replenishment Max: A Space Planning field that is defined by a user-configured formula. Common existing formulas are:

• Capacity

• Capacity + Backroom Stock

• Capacity * a specified safety factor

• Replenishment Min: A Space Planning field that is defined by a user-configured formula. Common existing formulas are:

• Horizontal facings

• Horizontal * vertical facings

• A percentage of Capacity

• A case or tray multiple

• Static Data: Product or location information that does not change or that change infrequently in Space Planning and IKB. Examples of static data are UPC codes, product descriptions or dimensions, and store numbers or locations. Data that changes frequently or that is specific to a planogram is typically referred to as Performance data in Space Planning and IKB.

JDA Fulfillment - JDA Intactix Knowledge Base Integration Guide 1 © 2014 JDA Software Group, Inc.- Confidential

Introduction

Integration overview Replenishment Min and Replenishment Max from IKB are derived from user-defined formulas in Space Planning. These formulas must be summarized for the store/SKU Min/Max values to be consumed in the Fulfillment Presentation and Max OH fields.

Related documents • Intactix Knowledge Base Installation Guide

• Intactix Knowledge Base Administrator Guide

• Intactix Knowledge Base Release Notes

• Platform Release Notes


Requirements and conditions

Chapter 2. Requirements and conditions This chapter describes information that must be considered before beginning the implementation process. See the J2EE application server manuals or your JDA consultant to determine optimum settings for your system.

Hardware requirements All JDA applications have minimum hardware requirements that are recommended for applications to function efficiently. See the "Hardware requirements" section in each application's installation guide for more information.

In addition, a server-class machine is recommended for the bridge between Fulfillment and IKB. This machine should have extra resources to ensure timely execution of the integration functions. At a minimum, the machine used for the integration system must include the following components:

• 850 MHz processor

• CD-ROM drive

• 512 MB of RAM

• 1 GB of free hard drive space

• Network card and connection

• 1024 x 768 screen resolution

Note: More resources may be necessary for a server that handles a large volume of data.

Software requirements See the Platform Release Notes for the software requirements for Fulfillment.

See the Intactix Knowledge Base Installation Guide for the software requirements for IKB.

Security requirements IKB users must be assigned the ix_role_sys_admin role for the appropriate database to specify the Interface Configuration settings in Console. These settings are used to generate and request the data transferred between IKB and Fulfillment.

Fulfillment database requirements The Fulfillment database accessed by the integration system should have the SDIRPLMXI table with the following fields:

Field Data type TECH_KEY NUMBER(8) BATCH_NUM VARCHAR2(100 CHAR) TRAN_TYPE VARCHAR2(100 CHAR) PRD_LVL_NUMBER VARCHAR2(100 CHAR) ORG_LVL_NUMBER NUMBER(8) RPL_PRD_MIN NUMBER(8) RPL_PRD_MAX NUMBER(8) RPL_FROM_DATE DATE


Requirements and conditions

RPL_TO_DATE DATE Note: When data is exported from IKB, Fulfillment expects the From and To dates to be populated. If the To date is null, the system assumes the From date as the To date.


Intactix Knowledge Base configuration

Chapter 3. Intactix Knowledge Base configuration Use this section to configure IKB for integration with Fulfillment.

Configure Space Planning Before Replenishment Min and Replenishment Max values can be summarized for products and exported to Fulfillment, you must specify formulas in Space Planning Plus to determine how the Performance-level values are calculated. These formulas must be specified before planograms are saved to an Intactix database:

1. In Space Planning Plus, select Settings > Override Calculations. The Override Calculations dialog box is displayed.

2. Click F to the right of the Replenishment Min field under Performance Level Overrides. The Formula Builder dialog box is displayed.

3. Create a formula for the calculation. See the Space Planning OnLine Expert for more information. The specified formula must flag promotional planogram quantities so that values are not calculated or stored in the Intactix database for planograms that meet the promotional condition, and so that the roll-up for the store/SKU Min/Max excludes promotional planograms.

Note: If you specify formulas under Position Level Overrides, you can include the position-level Replenishment Min and Replenishment Max fields in the performance-level calculations to summarize position-level data, as needed.

4. Click OK to close the Formula Builder dialog box.

5. Specify a formula for the Replenishment Max field under Performance Level Overrides.

6. Click OK twice to close the Override Calculations and Settings dialog boxes.

When specified, the formulas are stored in the ProSpace.ini file, which is stored in the Space Planning folder in the directory in which Space Planning is installed. This file must be copied to the Space Planning folder for all users in an organization, to ensure that the calculations are applied to all products on all planograms.

Configure objects for data export To summarize Performance-level Replenishment Min and Replenishment Max values, products must be associated with stores in the following manner. All listed objects must have a status of Live for Pending for data to be summarized.

• Products must be merchandised on planograms that are saved to an Intactix database. The planograms must have valid dimensions for data to be summarized.

• The planograms must be placed on floorplans that were created in or saved to the database.

• The floorplans must be associated with stores created in the database.

• The stores must have a valid Store Number value of no more than five characters.

Note: If you associated planograms with stores by using the Object Assignment page in Data Manager, instead of merchandising planograms on floorplans in Floor Planning, virtual floorplans were created with the same name as the selected store, and sections of the selected planograms were added to the floorplan. The floorplan was created with a status of Work in Progress. For Replenishment Min and Replenishment Max values to be summarized in this situation, you must change the status of each floorplan to Live or Pending on the Floorplan Maintenance page (in Data Manager) before performing the export.


Intactix Knowledge Base configuration

Configure the IKB integration interface Before you can transfer data between IKB and Fulfillment, you must configure an Export interface in Console. The interface is referred to when performing the export.

1. In Console, select the database for which you want to set up interfaces from the Select Database drop-down list.

2. Click Interfaces in the shortcut bar. The Interface Configurations page is displayed.

3. To add a new interface, click . The Add New Interface dialog box is displayed.

4. To modify an existing interface, select the interface, then click . The Interface Details dialog box is displayed.

5. Select Fulfillment Min/Max Export Interface from the Type drop-down list. This option allows you to summarize Replenishment Min and Replenishment Max data for each product in each store in the database, then export the additions, deletions, and changes in that information to Fulfillment. No field mappings are required for this interface type.

6. Type a description to identify the interface in the Description field. This description is used to identify the interface when running processes in Batch mode, and when multiple interfaces of the same type are available.

7. Enter the following information on the Properties tab to enable the interface to connect to the Fulfillment database.

• Connection: Name of the connection string to connect to the Fulfillment database

• Database: Name of the Fulfillment database schema

• Login: Login name required to connect to the Fulfillment database

• Password: Password required to connect to the Fulfillment database

• Trusted: Indicates if the login is performed using a trusted connection

8. Click OK. The interface is added to the list of available interfaces.


Export data from Intactix Knowledge Base into Fulfillment

Chapter 4. Export data from Intactix Knowledge Base into Fulfillment After you have used Console to create the integration interface between IKB and Fulfillment, you can export data for use with Fulfillment.

1. In Console, select the database for which you want to export information from the Select Database drop-down list.

2. Select Fulfillment Interface under Interfaces in the shortcut bar. The Fulfillment Interface wizard is displayed.

3. Click Export. The Export Type page is displayed.

4. Select the appropriate option:

• Partial: IKB reviews the data and exports only data that has been updated since the previous export.

• Full: All records are exported regardless of the previous export.

5. Click Next. A summary is displayed.

6. Click Finish. Data is exported based on the selected option.

7. Click Done to close the wizard window.


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fulfillment_ikb_integration.pdf