Managing Option Plans

Each time you launch My Option Plans app, all previously created option plans are displayed. The list is sorted to show the most recently modified option plans on top.

For each option plan, you can review the following:

• Information: Provides general information about the option plan, such as the location cluster set assigned to the option plan, the reference and validity periods, name of the last person who modified the option plan, and so on.

• Categories: Displays an overview of the categories included in the option plan, allowing you to review the number of options planned for each category in the Plan Options Workbooks.

• Clusters: Displays the location clusters assigned to each of the option plan modules.

You can enter search criteria, such as the option plan name, category name (only categories explicitly selected in the option plan), location cluster set name, or sales organization, directly in the search field to facilitate your search. Alternatively, you can choose the filter icon and select custom filtering criteria.

• Using Time Dependent Product Hierarchy

  Changing the validity period of an option plan may affect the product count of the option plan selected.

  • If you selected a node that no longer exists or its parent does not exist due to a change in the validity period, then remove the node and the selected options are removed from the option plan.

  • If a parent node contains new children based on a change in the validity period the behavior is:

    • If the parent node was selected in the original option plan, then the new child is added automatically.

    • If the children are selected in the original option plan, then the new child is not added automatically.

  • If not all child nodes are selected for a parent node then new a child node will not be added automatically.

• Edit an option plan.

  Note You cannot edit an option plan once it is used in a workbook, an assortment list, or any other follow-on process of the SAP Assortment Planning for Retail application.

  For each option plan, you can change the following:

  • Settings, categories, and attribute combinations selected for the option plan during the Creating an Option Plan procedure.

  • Modules included in the option plan.

    Note

    As of SAP Assortment Planning for Retail 1.0 FP2, you no longer create modules directly in the option plan. Instead, you add modules created in the Manage Modules app to the option plan.

    If your option plan was created using the SAP Assortment Planning for Retail 1.0 FP1 release version, your option plan will contain modules that were created locally in this option plan and which cannot be centrally managed in the Manage Modules app. You cannot edit these modules, and if you delete them, they are permanently deleted from the application.

    When you delete a module from an option plan that is being used by a follow-on assortment planning process (for example, an assortment list), the deleted module will remain visible and usable. However, once a module is deleted and the option plan is saved, the deleted module will not be available in any new follow-on processes.

    If you replace a module in the option plan with another module, all of the clusters associated to the original module become associated to the newly selected module. Furthermore, the module replacement will also occur in all follow-on assortment planning processes. For example, if module Addon 1 is replaced by Addon 2 in the option plan Men's Fashion, in all assortment lists that use the Men's Fashion option plan, products assigned to module Addon 1 are reassigned to module Addon 2.

  • Location cluster set associated with the option plan, or the assignment of clusters to option plan modules.

• Copy an option plan.

• Delete an option plan.

• Rename an option plan.