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SAP ECC 5.

00
June 2006
English

R13: Assortment
Management
Building Block Configuration Guide

SAP AG
Neurottstr. 16
69190 Walldorf
Germany

SAP AG
Dietmar-Hopp-Allee 16
69190 Walldorf
Germany
SAP Best Practices Assortment Management: Configuration Guide

Copyright
© Copyright 2006 SAP AG. All rights reserved.

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Legend:
<XXX>  variable entries
'XXX'  fix entries
“XXX”  button

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Icons

Icon Meaning
Caution

Example

Note or Tip

Recommendation

Syntax

Typographic Conventions

Type Style Description


Example text Words or characters that appear on the screen. These include field
names, screen titles, pushbuttons as well as menu names, paths and
options.
Cross-references to other documentation.
Example text Emphasized words or phrases in body text, titles of graphics and tables.
EXAMPLE TEXT Names of elements in the system. These include report names,
program names, transaction codes, table names, and individual key
words of a programming language, when surrounded by body text, for
example, SELECT and INCLUDE.
Example text Screen output. This includes file and directory names and their paths,
messages, source code, names of variables and parameters as well as
names of installation, upgrade and database tools.
EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the
ENTER key.

Example text Exact user entry. These are words or characters that you enter in the
system exactly as they appear in the documentation.
<Example text> Variable user entry. Pointed brackets indicate that you replace these
words and characters with appropriate entries.

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SAP Best Practices Assortment Management: Configuration Guide

Contents
Customizing Guide for Assortment Management...................................................................................5
1 Introduction..................................................................................................................................... 5
1.1 Layout Management:............................................................................................................ 5
1.2 Layout Workbench................................................................................................................ 6
2 Preconditions................................................................................................................................... 6
2.1 Create Layout Module........................................................................................................... 6
2.2 Create Layout Module Version.............................................................................................. 7
2.3 Create Layout Module Variants and Assign Article Layout Module.......................................7
2.4 Create Layout........................................................................................................................ 8
2.5 Assignment of Layout Module to Layout / Assortment / Store..............................................8
3 Customizing.................................................................................................................................... 9
3.1 Assortment-Specific Customizing- Number Ranges Assortment..........................................9
3.2 Assortment-Specific Customizing- Number Ranges Assortment Layout Modules..............10
3.3 Assortment-Specific Customizing- Assortments Grades.....................................................10
3.4 Assortment-Specific Customizing- Assortment Grade Rules..............................................11
3.5 Assortment-Specific Customizing- Listing Procedures........................................................11
3.6 Assortment-Specific Customizing- Assortment Priorities....................................................12
3.7 Assortment-Specific Customizing- Archiving Listing Conditions and Layout Modules........13
3.8 Maintain Selection Variants for Space Management..........................................................14
3.9 Maintain Space Management Profiles................................................................................15
3.10 Change Transaction-Dependent Field Selection.................................................................15

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SAP Best Practices Assortment Management: Configuration Guide

Customizing Guide for Sortimentsmanagement

1 Introduction
You need to be using SAP Retail to be able to use the assortment functions, since they are not
supported in the R/3 standard (SD or MM).
Assortments are separate objects in SAP Retail, which are used for managing assortments. The
assignment of articles to assortments determines which assortments and therefore which articles a
store can buy and sell. Articles can be assigned to the assortments automatically during article or
assortment maintenance as the result of check rules. Alternatively, articles can be assigned manually
to assortment layout modules, which are then assigned to the assortments. In both cases, the system
automatically generates listing conditions for every valid combination of articles and assortments.
Listing conditions are evaluated by all processes that require information about the assignment of
articles to sites. When creating listing conditions, the listing period is also established. It determines
the periods for managing an article in a site.
Until Release 4.6C, sites were assigned to assortments using a 1:1 relationship. Every time a new site
was created, assortments with the same name were defined as separate objects in a background step
and assigned to the sites. It was not possible to process these assortments further and, in particular, it
was not possible to assign additional sites or customers to them. In Release 4.70, the existing option
of customer grouping for assortments was enhanced to include site grouping. The advantage of this
n:m assignment is that assortment management is made significantly easier and listing conditions
and database operations are significantly reduced for new and changed listing condition records.
These new functions also make opening new sites much simpler thanks to the possibility to assign the
new site to existing general assortments. This assignment means that the corresponding article
assortment is determined automatically and the missing article master data is updated by an update
process.

1.1 Layout Management:


The layout concept is used as the basis for space management (see Figure 1).
The assortments in a store can be assigned to layouts. A store can be made up of a local assortment
and several general assortments. Every store consists of layout modules, which represent the shelves
( is planogram in Space Management program(SMP)) in the store. The layout area is used to map the
spatial assignment of a layout module in the layout.
A layout module can contain several layout module versions. Layout module versions have a time
reference and contain the articles on a shelf. Layout module versions may contain articles from
different merchandise categories. Moreover, an article can be assigned to several layout module
versions and can also be placed on different parts of the shelf within the same layout module version.
As the SMP is a planning instrument, you need to use versions with different validity periods within
the layout modules. This is because the planning for the shelf is meant to take effect in the future, not
immediately. The validity periods for the individual versions within a layout module are unique and
may not overlap. Using the timely scheduling of layout modules in versions, it is for example, easy to
map seasonal variations within a shelf.

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A r tic le L a y o u t M o d u le L a y o u t S to re s

C le a n in g P r o d u c ts L a rg e L a y o u t
M
C le a n in g P r o d u c ts
M
D e te rg e n ts

D e te rg e n ts
S m a ll L a y o u t M
M e rc h . c a t
D e te rg e n ts D e te rg e n ts M

L a y o u t m o d u le
v e r s io n
M e rc h . c a t L a y o u t m o d u le
C le a n in g P r o d u c ts V e r s io n 0 0 0 1 v a lid fr o m v e r s io n v a r ia n t
1 .4 .9 9 to 1 .9 .9 9
S ta tu s : re le a s e d

V a r ia n t 0 0 0 1

V e r s io n 0 0 0 2 v a lid fr o m
2 .9 .9 9 to 3 1 .1 2 .9 9
S ta tu s : p la n n e d

 S A P S y s t e m s I n t e g r a t io n G m b H 1 9 9 9 R e g a lo p t im ie r u n g ( D ie t e r B e c k e r )

Figure 1

1.2 Layout Workbench


The layout workbench represents the central transaction (transaction WLWB) for all functions
concerning space management (SM) or the layout. The layout is displayed hierarchically for a store
together with the layout modules assigned to it and their versions. If files have been assigned to the
layout module version, these are also displayed in the overview and can be called from there. From
the layout workbench, you can branch to all transactions relevant for SM, for example, layout module
maintenance. Moreover, a layout module variant can be assigned to the relevant store for each
layout module version and you can change the status of a layout module version. The assigned
articles can be displayed both for the layout module version and the variant. You can also start listing
from the layout workbench, meaning you do not have to call the interface every time the article
needs to be listed for a layout module version. Listing conditions can either be created for all the
released layout module versions that are currently valid or will be valid in the future or you can select
individual layout module versions for which listing is to be started. For detailed information on the
layout workbench, see the program documentation.

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2 Preconditions
2.1 Create Layout Module
Use
A layout module is a collection of articles that make sense to be displayed together in a store or
department. They generally correspond to one or more shelves.
A placement sequence can be defined within the layout module.

Procedure
1. Access the activity using one of the following navigation options:
Transaction Code WLMM
SAP Menu Logistics  Retailing  Master Data  Assortment/listing 
Layout  Layout Module Maintenance
2. Choose button Change - Display
3. Choose New Entries.
4. Layout module description
5. Event. Reference customer for if a customer has not been entered in space management

1 Lemonade M002
2 Juices M002
3 Perishables M002
4 General module M002

2.2 Create Layout Module Version


Use
Versions of a layout module enable you to plan layout modules. There is a clear assignment of a
version of a layout module to a validity period

Procedure
1. Access the activity using one of the following navigation options:
Transaction Code WLMV
SAP Menu Logistics  Retailing  Master Data  Assortment/listing 
Layout  Maintenance of Layout Module Version

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2. Maintain a version, a status and a validity period. The initial version 000 with status 02 (released)
is available for all layout modules in the delivery. In addition, any number of layout module
versions can be created for the layout modules.

2.3 Create Layout Module Variants and Assign Article


Layout Module
Use
Layout module variants represent marginal variations of a layout module version. They always relate
to layout module versions. Layout module variants are assigned to stores and always contain only the
variations of the original version.

Procedure
1. Access the activity using one of the following navigation options:
Transaction Code WLWB
SAP Menu Logistics  Retailing  Master Data  Assortment/listing 
Layout  Layout workbench
2. Enter using layout module and selection date.
3. Select valid layout module version and enter your layout module variants.
4. Assign articles in layout module version maintenance using input help.

2.4 Create Layout


Use
A layout is a spatial arrangement of the goods on offer in a store or department. A sequence of layout
modules is determined within the layout, creating layout areas.

Procedure:
1. Access the activity using one of the following navigation options:
Transaction Code WLAM
SAP Menu Logistics  Retailing  Master Data  Assortment/listing 
Layout  Layout Maintenance
2. Choose DISPLAY/CHANGE (Ctrl+ F4) Button
3. Choose NEW ENTRIES: Enter a layout name and its description
Layout Description
FASHION FASHIOLAYOUT
FOOD FOODLAYOUT
HARDGOODS HARDGLAYOUT

A layout is assigned to each plant or each department. A layout module can be defined
more than once within a layout. They are distinguished by the serial number within the
layout.

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2.5 Assignment of Layout Module to Layout / Assortment /


Store
Use
A layout is a spatial arrangement of the goods on offer in a store or department. A sequence of layout
modules is determined within the layout, creating layout areas.

Procedure:
1. Access the activity using one of the following navigation options:
Transaction Code WLAM
SAP Menu Logistics  Retailing  Master Data  Assortment/listing 
Layout  Layout Maintenance
2. Choose POSITION CURSOR (Button under layout list) -> Enter layout and select line
3. Choose UPDATE
4. Choose POSITION CURSOR (first button next to layout module list ) -> Enter and select layout
module
5. Choose ASSIGN
6. Choose SAVE
Layout Layout Module Area
FOOD LB01 Lemonade 1
FOOD LB02 Frozen goods 2
FOOD LB03 Perishables 3
FASHION LB04 Ties 1
FASHION LB05 Trousers 2
FASHION LB06 Blouses 3
HARDGOODS LB07 Gardening tool 1
HARDGOODS LB08 Toys 2
HARDGOODS LB09 White goods 3

A layout can be assigned to each plant or each department. A layout module can be
defined more than once within a layout. They are distinguished by the serial number
within the layout.

3 Customizing
3.1 Assortment-Specific Customizing- Number Ranges
Assortment
Use

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In this step, number ranges are created for the assortment modules or existing settings (number
range object: WSORT) are changed. A number is determined either externally or internally (by the
SAP System) for each module. The module numbers are unique since each number is only issued
once.

Procedure
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
IMG Menu IMG  Logistics General-> Assortment-> Assortment ->
Number Ranges, Assortments
2. This is a standard system setting. No entry is required.
01 0000000001 0000099999
02 0000100000 0000299999
XX A ZZZZZZZZZZ

3.2 Assortment-Specific Customizing- Number Ranges


Assortment Layout Modules
Use
In this step, number ranges for the assortment modules are created or existing settings (number
range object: WSORT) are changed.
A number is determined either externally or internally (by the SAP System) for each module. The
module numbers are unique as each number is only issued once.

Procedure:
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
IMG Menu IMG  Logistics General  Assortment  Assortment 
Number ranges, Assortment module
2. This is a standard system setting. No entry is required.
01 000000010000000001 000000099999999999
02 000000001000000001 000000009999999999 ext
03 AAAAAAAAAAAAAAAAA ZZZZZZZZZZZZZZZZZZ ext
A

3.3 Assortment-Specific Customizing- Assortments Grades


Use
Assortment grades describe the significance of a material for the purposes of Assortment
Management per distribution chain, plant and material group.
Each grade automatically includes any grades of a smaller denomination. Rules which ensure that
this is the case are defined in the assortment grade rules step.

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Procedure
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
IMG Menu IMG  Logistics General  Assortment  Assortment 
Assortment Grades
2. This is a standard system setting. No entry is required.
Assortment Independent
1 Core Assortment
2 Ext. core assortment
3 Extended Assortment
4 Special Assortment

Assortment grades describe the valence of a material for assortment management per
distribution chain, plant and material group. Examples of assortment grades:

 Blank Maximum Assortment

 1 Smallest Assortment/Core Assortment

 2 Extended Core Assortment

 3 Extended Assortment

 4 Maximum Assortment
The larger grade implies all smaller grades. In the section on Assortment Grade Rules,
rules are defined to ensure this implication.

3.4 Assortment-Specific Customizing- Assortment Grade


Rules
Use
Assortment grade rules describe the relationships between assortment grades. The larger grade
always implies all smaller grades.
A number of assortment grade rule entries that belong together are collected in a listing algorithm.
SAP currently only delivers one algorithm 01; the user will be able to add to this at a later date.

Procedure
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
IMG Menu IMG  Logistics General  Assortment  Assortment 
Assortment Grade Rules
2. This is a standard system setting. No entry is required.
01 Standard algorithm Assortment Independent
01 Standard algorithm 1 Core Assortment
01 Standard algorithm 2 Ext. core assortment

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01 Standard algorithm Assortment Independent


01 Standard algorithm 3 Extended Assortment
01 Standard algorithm 4 Special assortment

To use assortment grade rules, you must enter assortment grades and listing algorithms.

3.5 Assortment-Specific Customizing- Listing Procedures


Use
A listing procedure determines which checks should be run in concrete assortment management
processes.
By doing this, you determine which sites are assigned to a material ( listed). In many situations, this is
a required entry (for example, integrated material maintenance, assortment maintenance).

Procedure
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
IMG Menu IMG  Logistics General  Assortment  Assortment  Listing
Procedures
2. This is a standard system setting. No entry is required.

01 Standard Procedure Check All


02 Listing without Qualification
03 Manual module selection
04 Standard for Promotions (unqualified)
05 Standard for alloc tbl (unqualified)
06 Complete Check except sales price check
07 Complete Check except SP and Layout Check
08 Complete Check except Layout Check
10 Automat. Conversion when WRF6 changes made
99 Standard for Merchandise Category Articles
B1 Basic Procedure: mdse cat. / assortment grade
B2 Basic Procedure: classification check
B3 Basic Procedure: Layout check
K1 Never list

3.6 Assortment-Specific Customizing- Assortment


Priorities
Use

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Assortment priorities describe the obligation to present a material in a plant. They are check
regulations for the inspection of a plant to make sure it is adhering to the regulations for goods
presentation and are copied in the assortment list.
The external assortment priority is used in the interfaces. This is always assigned to an internal
priority: The internal priority is the actual valence.

Procedure
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
IMG Menu IMG  Logistics General  Assortment  Assortment  Listing
Priorities
2. This is a standard system setting. No entry is required.
Unclassified
0 Lowest Priority 0
1 Low Priority 1
2 Low Priority 2
3 Low Priority 3
4 Average Priority 4
5 Average Priority 5
6 Average Priority 6
7 High Priority 7
8 High Priority 8
9 Highest Priority 9

3.7 Assortment-Specific Customizing- Archiving Listing


Conditions and Layout Modules
Use
In this step, you control the archiving of listing conditions and assortment layout modules.
The following activities are possible:
Create archive files

 Start deletion program

 Reload archive

 Manage
Archiving is carried out in the archiving object W_SOR.
The following objects are grouped into an archiving object and archived together:

 Assortment layout module header table (WSOH)

 Assortment layout module item table (WSOP)

 Assortment layout module description table (WSOT)

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 Assignment table assortment layout module to store (WSOF)

 Listing condition table (WLK1)


The following selections can be made in the next screen:

 Distribution chain (sales organization and distribution channel)

 Assortment

 Material

 Sales unit

 Layout module name

 Past period (number of days in the past for which all listing conditions and assortment
modules that have become invalid since this point and earlier are written to the archive file)
It is also optional to set whether the deletion program physically deletes the data from the archiving
object from the database or whether it simulates the deletion in a test run.

Procedure
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
IMG Menu IMG  Logistics General  Assortment  Assortment 
Archiving Listing Conditions and Modules
2.Before performing this function, you should make sure the Listing Conditions and Modules that you
created before are subject to archive.

3.8 Maintain Selection Variants for Space Management


Use
Selection variants need to be created for the selection of stocks and sales figures to define which info
structures and fields are used for the selection of data.
When maintaining the selection variant header, you need to enter the value 05 (space management)
in the field Appl. Area.
The material number is a required field for the selection of stocks and sales figures.
It is optional whether you also select either the plant or the customer.
The field use is defined in the step Fields for Selection Variant.
When determining the sales figures, you also need to specify a selection period, which must match
the selection period of the info structure.
You need to maintain a range parameter entry for each selection field. You can choose your own
description. You cannot have any duplicates of names within a selection variant, however.

Procedure
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
IMG Menu IMG  Logistics General  Assortment  Assortment 
Layout  Space Management  Maintain Selection Variant for
Space Management

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2. This is a standard system setting. No entry is required.

01 EXAMPLE S084 Example for selection variant


02 MDFV1 S084 Markdown planning data variant 1
02 MDFV2 S086 Markdown planning data variant 2
06 01 S083 SAP Standard
06 VKP_MIX S012 Vendor mixed prices(pricing)

3.9 Maintain Space Management Profiles


Use
Selection variants need to be created for the selection of stocks and sales figures to define which info
structures and fields are used for the selection of data.
When maintaining the selection variant header, you need to enter the value 05 (space management)
in the field Appl. Area.
The material number is a required field for the selection of stocks and sales figures.
It is optional whether you also select either the plant or the customer.
The field use is defined in the step Fields for Selection Variant.
When determining the sales figures, you also need to specify a selection period, which must match
the selection period of the info structure.
You need to maintain a range parameter entry for each selection field. You can choose your own
description. You cannot have any duplicates of names within a selection variant, however.

Procedure
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
IMG Menu IMG  Logistics General  Assortment  Assortment 
Layout  Space Management  Maintain Space Management
Profiles (Basic LIS)
2. This is a standard system setting. No entry is required.
Read purchase price : X
Indicates that purchase prices should for the export of material data to an external space
management program should be read.
Read sales price : X
Indicates that sales prices for the export of material data to an external space management program
should be read.
Read Price from pricing doc: %
Indicates that the last calculation document should be used for reading./ This indicator enables a
purchase price to be read much more quickly than if the entire calculation is carried out. A
prerequisite for this is that the calculation documents are updated in the system.
Read sales data: X
Indicates that sales data for the export of material data to an external space managment program
should be read.

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If this indicator is set, the fields Info Structure for Business Volume and Field for Business Volume
Value and/or Field for Business Volume Quantity must be maintained in the space management
profile. The system determines from where the sales data should be read using this field.

3.10 Change Transaction-Dependent Field Selection


Use
To maintain the space management profile within site maintenance (transaction WB01/2 tabstrip
Layout/Lock).

Procedure
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
IMG Menu IMG  Logistics General  Plant Master  Control Data 
Transaction dependent field selection
2. Initial screen: select relevant transaction (create/change plant) 
3. Choose the 'Details' button
4. Select 'Group Layout Data: set radio button for space management profile to optional entry.
5. Choose Save.
6. Choose back using green arrow

This setting has already been made in the standard delivery


Change layout data/plant
Suppress Req. Entry Opt. Entry Display
Sales area X
Layout X
Area schema X
Space management profile X

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