2209: Open Access Fundamentals

Lesson Objectives

• Understand Blue Yonder Customer Support options
• Review an important glossary of terms
• Learn how to login to Open Access
• Understand what is on the Open Access home page
• Learn about what Open Access is
• Understand how CKB (Category Knowledge Base) fits into Open Access
• Learn how to find data in CKB using Object Hierarchies
• Learn how to open planograms stored in CKB with Open Access
• Learn how to open planograms stored in CKB with Space Planning
• Learn how to search and sort objects in a list

Lesson Exercises

Not Applicable

Lesson Objectives

• Understand the concept of Lifecycle Management (LCM)
• Learn how to open the Database Product Library and Database Planogram Library
• Learn how to sort columns in a database library and add products to a planogram and planograms to a floorplan
• Learn how to use a Standard Filter
• Learn how to use an Advanced Filter
• Learn how to save new planograms and floorplans to the database
• Learn how to promote planograms and floorplans through their lifecycle
• Explore using the status filter
• Learn how to select data in an object list
• Learn how to set dates for planograms and floorplans
• Explore working with locked objects

Lesson Exercises

Not Applicable

Lesson Objectives

• Understand the concept of assigning objects to each other
• Understand the concept of object relationships
• Learn how to assign planograms to stores
• Learn how to assign floorplans to stores
• Explore how to unassign objects from each other
• View object relationships through Linked Reports

Lesson Exercises

Not Applicable

Lesson Objectives

• Understand the concept of object versions
• Understand Parent/Child Relationships
• Learn how to version a planogram in Open Access
• Learn how to view version results in Open Access
• Learn how to use the Version Animator in Space/Floor Planning
• Learn how to use the Version List in Space/Floor Planning
• Learn how to add fields to the Open From Database dialog box
• Learn how to version a planogram in Space Planning
• Learn how to version a floorplan in Open Access
• Learn how to version a floorplan in Floor Planning
• Understand the concept of object copies
• Learn how to copy a planogram in Open Access
• Learn how to copy a planogram in Space Planning
• Learn how to copy a floorplan in Open Access
• Learn how to copy a floorplan in Floor Planning

Lesson Exercises

• Creating a report to view the filtered store data using multiselect Store Status filter
• Creating a report by editing an existing report to view the store data filtered according to the selected city
• Creating a report to view the filtered store data using a multiselect Floorplan Status filter
• Creating a report to view the filtered store data using multiselect Store Name and single select Cluster Name filters, and adding a count summary function to the Product Name column
• Creating a report to view the filtered product data using nonmandatory Planogram Name filter and nonmandatory Planogram Status filter, and adding a count summary function to the Product Name column
• Creating a dashboard to view a customized report

Lesson Objectives

• Understand the concept of Global Changes
• Learn how to perform Global Changes
• Understand how Global Changes are processed
• Learn how to perform Bulk Edits
• Understand how Bulk Edits are processed

Lesson Exercises

• Updating Product
• Replace Product and Assign Planograms
• Adding a Planogram Node
• Store Expansion

Lesson Objectives

• Learn what Web Publisher is
• Learn how to pdf/print published planograms
• Learn how to view published planograms
• Learn how to view Floorplans

Lesson Exercises

• Reviewing Published Documents for Floorplans and Planograms
• Marking Planograms and Products as Implemented

Lesson Objectives

• Practice Versioning/Copying
• Practice Setting Dates
• Practice Promoting
• Practicing Assignments
• Practice Batch Downloading

Lesson Exercises

• Event Log
• Batch Processing Status
• Global Changes