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Message  Description
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RETAIL EVENT  v. 2.0.2

Problem Statement

The Retail Event Message Business Requirements Document defines the business need, lifecycle,
structure and content of messages that communicate information about retail events (such as promotions, product introductions, community or environmental events) that affect supply or demand. These messages are intended to replace the existing EAN.UCC XML Event message
 
Promotions and other retail events have a major impact on sales volume in the retail channel, at times generating many months’ worth of sales for a product in a single week. Such major swings in demand can result in out-of-stock situations, high logistics costs, and large amounts of excess inventory if they are not planned and executed well.
 
Understandably, retail events are also a major focus of retailer/manufacturer collaboration initiatives such as Collaborative Planning, Forecasting and Replenishment (CPFR®). To be successful, both parties need a clear view of upcoming events, with agreed timing, terms and volume estimates. They also need to be alerted to any changes in promotion plans or product availability as quickly as possible

CPFR® is a Registered Trademark of the Voluntary Interindustry Commerce Standards (VICS) Association.

Objective
To supply the detail design of the Forecasts business transaction needed to meet the requirements of the referenced BRAD(s).

Audience

The audience of this standard is any participant in the global supply chain. This includes retailers, manufacturers, service providers, and other third parties.

Business Context


Industry: All
Geopolitical: All
Product: All
Process: Plan
System Capabilities: EAN.UCC
Official Constraints: None



Business Transaction View


Figure 1 Business Transaction Use Case Diagram
Use Case Diagram

Use Case Description

Use Case ID UC-1
Use Case Name Negotiation
Use Case Description This Use Case describes the processes of negotiation within the promotional event lifecycle.
Actors (Goal) Manufacturer or Retailer acts as the originator of the promotion event.
The respondent acts as the recipient of the promotional event.
Performance Goals None
Preconditions Trading partner wishes to engage in some sort of promotional event.
Post conditions Success : The originator of the event may modify and resubmit a proposed event or it will not take place
Failure : Rejection of proposal
Scenario
Begins


Continues with...
 

Step #

Actor

Activity Step

1

Retailer, Manufacturer Makes the business case for the event – items and expected results

2

Retailer, Manufacturer The other party either accepts the proposal or rejects it

3

Retailer, Manufacturer The originator of the event may modify and resubmit a proposed event, subject to rules established for the trading relationship.

Ends when... a sales forecast is initially generated by one trading partner, communicated to the other trading partner and then used as a baseline for the creation of an order forecast.
Alternative Scenario None
Related Requirements None
Related Rules None
Figure 2 Activity Diagram Negotiation phase of Event
Activity Diagram
Use Case ID UC-2
Use Case Name Planning
Use Case Description This Use Case describes the trading partners identifying which products and locations are to be included in the promotion, and decide what specific price points, advertisements, displays, and other promotional activities will be included in the event. The parties also estimate what consumer demand will be, and what order quantities and timing will be required to keep the affected products in stock. This phase may overlap with negotiation.
Actors (Goal) Manufacturer or Retailer acts as the originator of the promotion event.
The respondent acts as the recipient of the promotional event
Performance Goals None
Preconditions Trading partner wishes to engage in some sort of promotional event.
Post conditions Successful: Both parties accept the event or promotion
Unsuccessful: Rejection or cancellation of a proposal.
Scenario Begins
 
Continues with…
Step # Actor Activity Step
1 Retailer, Manufacturer Either the retailer or the manufacturer makes the business case for the event – proposing items and expected results.
2 Retailer, Manufacturer The other party either accepts the proposal or rejects it.
3 Retailer, Manufacturer The originator of the event may modify and resubmit a proposed event, subject to rules established for the trading relationship.

Ends when
Alternative Scenario None
Related Requirements None
Related Rules None
Figure 3 Activity Diagram Planning phase of Event
Activity Diagram
Use Case ID UC-3
Use Case Name Execution
Use Case Description This Use Case describes any displays, ad materials or incremental product quantities are staged and presented to consumers.
Actors (Goal) Manufacturer or Retailer acts as the originator of the promotion or event.
The respondent acts as the recipient of the promotional event
Performance Goals  
Preconditions Trading partner wishes to engage in some sort of promotional event.
Post conditions Successful: The originator of the event may modify and resubmit a proposed event or it will not take place.
Unsuccessful: Rejection of proposal.
Scenario Begins when... 
 
Continues with...
Step # Actor Activity Step
1 Retailer, Manufacturer Either the retailer or the manufacturer makes the business case for the event including specific advertising tactics
2 Retailer, Manufacturer The other party either accepts the proposal or rejects it.
3 Retailer, Manufacturer The originator of the event may modify and resubmit a proposed event, subject to rules established for the trading relationship.
 
Ends when...
Alternative Scenario None
Related Requirements None
Related Rules None
Use Case ID UC-4
Use Case Name Post-event analysis
Use Case Description This Use Case describes both the manufacturer and the retailer evaluating the effectiveness of the promotion in meeting the objectives set out at the beginning of the process. Analysis of sales and delivery performance is used to develop more effective future promotional events
Actors (Goal) Manufacturer and Retailer
Performance Goals  
Preconditions Trading partner wishes to report the results of an event.  Example: Snow Storm.
Post conditions Successful: The recipient of the data successfully receives the transaction.
Unsuccessful: The recipient of the data does not receive the transaction.
Scenario Begins when... 
 
Continues with...
Step # Actor Activity Step
1 Retailer, Manufacturer Either the retailer or the manufacturer transmits the results of an event.
2 Retailer, Manufacturer The other party receives the data.
3    
 
Ends when...
Alternative Scenario None
Related Requirements None
Related Rules None
Business Transaction Sequence Diagram
Not available
Code Lists
Implementation Considerations
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Date of Publication: March 2007
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