Organization Set

Use

If you process a price plan in the Price Planning Workbench (PPW) , you use organization sets to specify the organization levels for which the price changes apply.

You can use the following categories of organization sets for price plan categories:

Overview of organization set categories

Organization Set Category

Use of Price Plan Category

Organizational Levels

Organization

Manual price change

Markdowns

Distribution chain

Price list

Site

Promotion

Distribution chain

Price list

Site groups

Promotion

Site group

Prerequisites

To create organization sets in the Site Groups category, you must first define promotion-internal site groups.

For more information, see Defining Site Groups .

Features

  • You can use the clipboard to copy organization sets to another price plan.

    You can permanently save organization sets in the Organization category. To do so, you must enter a name for the organization set. The organization sets can be saved according to user, price planner group, or globally. You can also control who can use these organization sets. When you have saved the organization sets, and updated the display for the worklist of organization sets, the new organization set appears in the selection tree.

    For more information, see Worklist in the Price Planning Workbench .

  • The following differences apply to the use of organization sets for price plan categories:

    • For promotion price plans , you can only create one organization set. The system flags this organization set as a default setting and automatically assigns it to all the items in the price plan.

      Note Note

      Unlike promotions that you plan using the Retail Promotion component, you can define several price lists for promotions that you plan using promotion price plans.

      End of the note.

    • If you want to use an organization set in the Site Groups category for a promotion plan, define the relevant site groups on the Site Groups - Promotion tab page. You can only include promotion-internal site groups in the organization set. The Used in Org Set indicator indicates that a group is used in the organization set. Conversely, the Synchronous with Site Groups indicator on the Organization Sets tab page indicates whether all specified site groups are included in the organization set.

      For more information, see Defining Site Groups .

    • For manual price plans, you can create as many organization sets as required. You can define an organization set as a default setting. When articles are transferred to the price plan, the system automatically assigns the default organization set to them. You can explicitly assign a specific organization set to article items.

    • For manual price plans, you can perform mass price changes and mass assignments of organization sets. For more information see Performing Mass Assignment of Organization Sets and Performing Mass Price Changes .

    • You can delete organization sets in manual and promotion price plans. If an organization set is still assigned to article items in the price plan, the system issues a warning.

    • You can copy organization sets in manual price plans. The system automatically creates a new organization set with identical organizational levels. You can then change the settings.

      For more information, see Processing a Manual Price Plan .

      • To avoid redundancies you can combine identical organization sets. To do this, the system uses the organization set that you first created in this group.

      • You can combine organization sets that differ only in the price lists that are assigned to them.

    • For markdown price plans , you cannot create an organization set. When the system transfers the markdown proposals to the price plan, it automatically creates the relevant organization sets from the corresponding organizational levels. You can neither change nor delete this.

Activities

To create an organization set in the Organization category, proceed as follows:

  1. On the Organization Sets tab page, select the organization set category you want under the Category list field, and create a new organization set.

  2. Assign the organizational levels you want in the detail view for the organization set.

  3. Transfer the items to the organization set.

To create an organization set in the Site Groups category, proceed as follows:

  1. (Optional) On the Organization Sets tab page, select the Site Groups entry under the Category list field, and create a new organization set.

  2. Switch to the Site Groups tab page and select the site groups that you want to copy to the organization set. This is only possible for promotion-internal site groups.

    For more information, see Defining Site Groups .

  3. Choose Add to OrgSet.

    The system automatically copies the selected site groups into the detailed view of the organization set. If you have not performed step 1, the system automatically creates an organization set in the Site Groups category the first time you add the site groups to the organization set.

  4. If you want to remove site groups from the organization set, choose Delete from OrgSet .

    Note Note

    If you have already created an organization set in the Organization category, the system hides the functions Add to OrgSet and Delete from OrgSet on the Site Groups tab page.

    End of the note.