Organizational Hierarchy in RMS
The organizational hierarchy allows you to create the relationships that are necessary in order to support the operational structure of a company. You can create a preferred organizational structure to support consolidated reporting at various levels of the company. Also, you can assign responsibility for any level of the hierarchy to a person or persons in order to satisfy internal reporting requirements.
The following default levels are used within RMS:
Company:
• Highest level of the organizational and merchandise hierarchy
• Only one company per instance can be defined.
• Shared by both the organizational and merchandise hierarchies
Chain:
• The first level below the company level in the organizational hierarchy.
• The definition of a chain is based on the needs of the company, but a chain can be used to group various store formats, concepts, and geographical locations within the organization.
• Typically used to distinguish brands or trading names within a company
• The application allows up to a ten digit id
• Chain attributes:
• Description (free form text)
• Manager name (free form text)
• Currency (used for reporting)
Field
|
Required
|
Functionality
|
Chain ID
|
Yes
|
Unique numeric ID assigned to a Chain, up to 10 digits.
|
Chain Name
|
Yes
|
Name used to best describe the Chain.
|
Manager Name
|
No
|
Identifies the Manager assigned to the Chain.
|
Currency Code
|
No
|
This field contains the currency code under which the Chain operates.
|
Area:
• The second level below the company level in the organizational hierarchy.
• The definition of an area is based on the needs of the company, but an area is used typically to define a geographical group within a chain
• Typically used to define a geographical grouping within a chain
• An area will only belong to one chain
• The application allows up to a ten digit id
• Area attributes:
• Description (free form text)
• Manager name (free form text)
• Currency (used for reporting)
• Location traits
Field
|
Required
|
Functionality
|
Area ID
|
Yes
|
Unique numeric ID assigned to a Chain, up to 10 digits.
|
Area Name
|
Yes
|
Name used to best describe the Area.
|
Manager Name
|
No
|
Identifies the Manager assigned to the Area.
|
Currency Code
|
No
|
This field contains the currency code under which the Area operates.
|
Chain ID
|
Yes
|
Contains the ID of the Chain of which the Area is a member.
|
Region:
• The third level below the company level in the organizational hierarchy.
• The definition of a region is based on the needs of the company, but a region can be used to group geographical locations within an area
• A region will only belong to one area
• The application allows up to a ten digit id
• Region attributes:
• Description (free form text)
• Manager name (free form text)
• Currency (used for reporting)
• Location traits
Field
|
Required
|
Functionality
|
Region ID
|
Yes
|
Unique numeric ID assigned to a Region, up to 10 digits.
|
Region Name
|
Yes
|
Name used to best describe the Region.
|
Manager Name
|
No
|
Identifies the Manager assigned to the Region.
|
Currency Code
|
No
|
This field contains the currency code under which the Region operates.
|
Area ID
|
Yes
|
Contains the ID of the Area of which the Region is a member.
|
District:
• The fourth level below the company level in the organizational hierarchy.
• The definition of a district is based on the needs of the company, but a district is used typically to group geographical locations within a region
• One district will only belong to one region
• The application allows up to a ten digit id
• District attributes:
• Description (free form text)
• Manager name (free form text)
• Currency (used for reporting)
• Location traits
Field
|
Required
|
Functionality
|
District ID
|
Yes
|
Unique numeric ID assigned to a District, up to 10 digits.
|
District Name
|
Yes
|
Name used to best describe the District.
|
Manager Name
|
No
|
Identifies the Manager assigned to the District.
|
Currency Code
|
No
|
This field contains the currency code under which the District operates.
|
Region ID
|
Yes
|
Contains the ID of the Region of which the District is a member.
|
Channel:
A channel grouping mechanism for a multi-channel environment. You can associate a channel with a location when you create or edit a store or virtual warehouse.
Channel ID’s are not considered part of the Organizational Hierarchy; they are an Attribute of the Hierarchy.
The multi-channel business structure is :
• Combination of brick and mortar stores, websites and catalog sales channels
• New channels on the horizon: kiosks in stores or airports, palm pilots, web-enabled phones, etc.
• Retailers need to track the profitability of each channel.
– To support profitability metrics, sales and inventories must be isolated by channel
– RMS supports the segregation of sales and inventory by channel for both stores and warehouses
– RDW allows for reporting at the channel level
What makes an RMS installation multi-channel?
• System variable: retailer either is or is not multi-channel
• If there is any possibility multi-channel will be used, should be set up at install
• If install is multi-channel, a channel must be selected for each store and warehouse, BUT can be changed over time.
Do let me know if you have any questions or need any additional information about organization hierarchy in RMS. Y
ou may also want to refer to parent article Oracle Retail Merchandising Systems - Deep Dive for the complete details on RMS
. Do drop a note/comment in case you have any question, comments or feedback.
About
Nagesh Mishra
Nagesh Mishra - A Passionate Oracle Retail Certified Professional with more than 17 years of overall experience in IT industry and more than 15 years of domain expertise in Oracle Retail Applications. Worked extensively in diversified fields of Product Implementation, Business Consulting, Pre-Sales, Application Software Development, Maintenance and Support and Re-Engineering Oracle Retail projects.
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