Glossary

A
AAL This is an abbreviation for Allocation which you may see on
occasion.
Absolute Variable This type of variable will attempt to allocate out merchandise based
on the need, regardless of the available quantities.
Advanced Allocation This is older terminology for JDA™ Allocation powered by
Arthur™.
Advanced Shipping Supplier information about a shipment of products with specific
Notice (ASN) data about cartons, containers, products, quantities shipped, and
case pack data.
Allocate The process of determining product/quantity for each receiving
location.
Allocated In the WorkSheet, on the allocation bar, this is the quantity you
have allocated.
Allocation Administration This is the piece of the Allocation software where the administrator
functions are performed.
Allocation Bar This is a bar at the top of the WorkSheet that shows you where you
currently are in your allocation.
Allocation Database Setup This is the piece of the Allocation Software that allows you to
configure Allocation based on your needs and the Oracle tables you
have set up.
Allocator An individual who designates (allocates) products for receiving
locations.
Allow Relaxed Template This option, if checked, says that Need is more important than the
Ratio for Bulk template. If this option is not checked, the Template acts almost like
a pack, allocating in multiples of the template amounts.
Alternate Product Alternate product hierarchy describes the product structure that do
Hierarchy not mirror the merchandising management system hierarchy
structure.
Apply to Store In Like Store setup, this is the store without sales history that you
wish to use another store’s history for. See Like Store.
Approved Allocations Once you have completed your allocation, you can approve it. This
saves your allocated amounts.
Auto-Allocation The piece of Allocation software that will automatically allocate
merchandise based on criteria entered into the schedule table in
Allocation Administration.

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Available In the WorkSheet, on the allocation bar, this is the quantity that is
available to be allocated to stores.

B
Balance over and under- This pack allocation option will usually provide the best average
allocation results. For the balance over and under-allocation method,
Allocation will try to meet the needs with the least amount of over
or under allocation.
Beginning Inventory The starting inventory on hand for a specific location at the
beginning of a week or period. This is the ending inventory for the
previous week or period.
Bulk Bulk merchandise is allocated in single units.

C
Consider On Hand At or An option selected when using minimums and/or maximums.
Above Need Level When this is selected, Allocation will subtract the on hand value
from the minimum or maximum before allocating.

D
Data Collect Level The level of your product hierarchy at wish you want to collect data
and generate need.
Distribution Center (DC) One or more buildings used by a retail chain to distribute
merchandise to stores.

E
Ending Inventory The amount of inventory remaining at the end of a fiscal period.

F
Force Minimums using This is an option that can be selected when setting up minimums in
Priority Order Allocation. If this is selected, Allocation will attempt to force out
the minimums, regardless of need.
Force Remaining Goods This allocation option forces any remaining unallocated units to the
To Reserve reserve warehouse.

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 Glossary

Force Remaining Goods This allocation option, after fulfilling need, allocates any remaining
To Stores units to the stores while maintaining the allocation curve as closely
as possible. The need values, minimums and maximums and
templates are ignored when forcing merchandise to stores.

G
Global Global means that the saved item can be used by any end user in
Allocation. It is determined when setting up users if they can create
and save global items.
Grade Grade is a way to rank stores. Grade is used in Allocation with
minimums/maximums, templates, and need variables. If grading
information is to be used, there must be a grade table in Allocation
which is populated from an outside source.

H
Hard Lines Goods that are basic in nature and can be quickly re-ordered such as
hardware, office supplies, and sporting goods.
Hierarchy Branch The occurrences within a specific branch of the product or
organization hierarchy including all levels and occurrences directly
below a designated hierarchy level.
Hierarchy Level A user-defined level used to classify products or locations.
Historical Data Data coming from your host system with actual sales and stock
information.

J
JDA™ Allocation powered This is the JDA Allocation software.
by Arthur™

L
Like Store The store or group of stores to use sales history for. See Apply to Store.
Location Locations include stores and distribution centers. The locations table is
populated from your host system.

M
Maximum The maximum amount you want your selected stores to receive.
Method The saved steps of an allocation.

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Minimum The minimum amount you want your selected stores to receive.
Model The Model table contains target and threshold information at or
below style level for individual stores. This is generally used for
replenishment purposes.

N
Need The number which is generated by your need calculations. This
number is used to determine the allocated amounts.
Need Variable The formula used to generate need.

O
ODBMS Old term for PMM. Acronym for Open Database Merchandising
SystemTM. A host-based, client-server merchandising system
developed by JDA Software Group, Inc.
On Hand The quantity of a good that a store has in stock at a given place and
time.
On Order In PMM, the quantity of an item which has been ordered, but not
yet received by a location. The on-order quantity includes purchase
orders and transfer orders.
Original Avail In the WorkSheet, on the allocation bar, this is the total quantity
available for allocation.
Over-Allocation is This pack allocation option will attempt to never under allocate any
Preferred of the merchandise (meet all of the needs).
Override Locations Enables you to override restrictions that are normally in place if
Restrictions you have the proper security privilege.
Override Specified An allocation option that allows you to choose to override a default
Reserve Warehouse with: reserve warehouse that is specified in the active worklist lines.

P
Pack Pack merchandise is shipped in a specified pre-pack of items, sizes
or colors.
Pack Allocation Tuning These options allow you to generate need at lower levels, such as
Objectives for Absolute size or color, and still allocate out in the packs.
Need
Allocation recognizes what makes up a pack at lower levels and
allocates accordingly.
When generating need for packs, you can choose from Over-
allocation is preferred, Balance over and under-allocation, or
Under-allocation is preferred.

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 Glossary

Parent The hierarchy level occurrence to which a lower level occurrence is

assigned.
Personal Personal items in Allocation are able to be seen and used by the
user who created the item and any administrator. If a user is not able
to save global items in Allocation, they will save their items as
personal.
Plan Data Data coming from Enterprise Planning software or other planning
systems.
PMM Acronym for Portfolio Merchandise ManagementTM, formerly known as
ODBMS®. A host-based, client-server merchandising system developed
by JDA Software Group, Inc. formerly known as PMM.
Point of Sale (POS) The location or device in a store where a sale is completed.
Pre-allocate to Reserve An allocation option that allows you to specify amounts to go to the
reserve warehouses prior to allocating to the stores. You can choose
a percentage or units.
Priority Order Variables Priority order variables provide a set of parameters you can
manipulate to establish an order for the handing out of available
merchandise to the stores based on Need.
In cases of insufficient stock, when you have elected to not scale
Need, the priority order will determine which stores are allocated
merchandise.
Prior Results Saved allocated amounts of a previous allocation. These can be
used in a future allocation.
Product Hierarchy Product Hierarchy levels define the product structure and ability for
the system to summarize and report sales and inventory data, assign
taxation, and product detail data to the occurrence level.
Product Vendor Supplies products for resale.
Promotion Stimulating the demand for goods by advertising, publicity, and
events to attract attention and create interest among consumers.
Purchase Order Record of agreement made with vendor that includes a request to
order product(s) for a specific store or distribution center and cost,
discount terms, and shipping method. Purchase order (PO) types
include the following. Pre-Distributed PO: An order created for
multiple locations that is received into a single location. Multi-Drop
PO: A single order created for multiple locations that are all
responsible for the receipt of their portion of the order. Single
Location PO: An order created for, and shipped to, a single
location.

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Q
Qty to Allocate In the WorkSheet, on the allocation bar, this is the quantity you are
allocating. You can type in a number or percent.

R
Receiving Document A document that relates to the products being received in a
shipment. Usually references a shipping manifest number or carrier
document number.
Reclassification The process of selecting a new parent occurrence for a location or
product.
Relative Variable This type of variable will allocate out merchandise based on the
need, but trying to allocate out as much of the available
merchandise as possible.
Released Allocations When you are completely finished with your allocations, you can
release them. Once an allocation is released, you cannot make
further changes to it in Allocation.
Release Date Date the purchase order is released.
Reserve In the WorkSheet, on the allocation bar, this is the quantity that is
allocated to one or more distribution centers. You can type in a
number or a percent.

S
Scale Absolute Need Select this option to have Allocation scale down Need to Available
When Necessary quantities when necessary for Absolute allocations, if there is not
enough merchandise to satisfy all of the stores.
This option is selected by default for all Absolute allocations.
Shape Table A table which holds additional information for merchandise by
shape type.
Shape Type The type of merchandise with regards as to pack or bulk.
Ship Date The date the vendor is scheduled to ship merchandise.
Signage Signs, posters, symbols and other graphic forms for communicating
with customers and employees inside and outside of the store.
SKU Stock Keeping Unit or Size Keeping Unit. See also: product.
Soft Lines Goods that are trendy in nature, fashion oriented, and have a short
life span such as clothing, home interior, and shoes.
Start Date The first (beginning) date of a time period.

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Status Bar This is a bar at the bottom of the WorkSheet that shows you
information on data collects, environment information, etc.
Store Selection Store selections can be created in Allocation using location
attributes available in the locations table.

T
Target In model tables, this is usually the target number to reorder up to.
Template A template can be used to override the “natural curve” of the
available merchandise at lower levels such as color or size.
Threshold In model tables, this is usually the number that you do not want
your merchandise to fall below.
Transfer To move merchandise from one location to another.

U
Unallocated In the WorkSheet, on the allocation bar, this is the quantity
remaining that has not been allocated. This is calculated as follows:
Original Available - Allocated - Reserve
Unapprove You can unapprove approved allocation and make changes. You
must approve the allocation once you have finished making
changes to save your changes.
Under-allocation is This pack allocation option will attempt to never over allocate any
preferred of the merchandise. Allocation will only allocate as many packs as
it can while staying below the set limits,

V
Vendor A manufacturer, wholesaler or importer from who goods or services
are purchased.
Vendor Case Pack PMM term for a vendor product. Defining a vendor case pack
identifies the quantities in which the vendor packages a product for
sale to the retailer. Case pack ID is the PMM term for vendor item
number or vendor part number.

W
WorkList The WorkList is the first screen you will see when opening
Allocation. This lists the merchandise available for allocation.
WorkList View A WorkList view is created in the WorkList to determine what
merchandise you want to see and how you want to see it.

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WorkSheet This is the Allocation screen where you actually allocate the
merchandise.

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