Creating new tasks
Use this procedure to create new tasks. New tasks can be created and scheduled in the Task Scheduler page.
Procedure
Task Type... | With this Task Definition | With these Task Details |
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Import |
Staging Import - Import data using the IVA framework. Rapids - Import bulk data using the Rapids framework. |
Description - A description of the task used as an identifier. Data Type - (Applicable to Staging Import and Rapids) The type of data to be imported. Active/Inactive - (Common for all tasks) The schedule for the task is active if this checkbox is set. If it is cleared, the Task Scheduler will not execute the task. Post Import Action/Simple Action - Describes the action after the data is imported: Approve - Brings the imported data into the database. Validate - Stops after the import process after data validation. |
Export |
Promotion Forecast Export - Exports the forecasts for unit volume at the store, product, week level. Enhanced MC Performance Detail Export - Exports the performance details that belong to promotions on the Public Calendar. Performance Details On Team Calendar Export - Exports the details that belong to promotions on the Team Calendar. Enhanced Event Details Export - Exports the events and associated details that belong to promotions on the Public Calendar. Event Details Export - Exports the events and associated details that include stores and LGCs. Promotion TPM Export - Exports promotion details for integration with SAP TPM. Markdown Price Export - Exports recommended prices to stores when a scenario has been approved for implementation. Campaign Details Export - Not currently in use. Package Details Export - Exports the packages and associated details that include package header information, location groups, product groups, and product group details. Package Details Export on Team Calendar Display Planning Export - Exports all Display Plan information from the Display Planning feature. Custom Export - Exports customized data types, such as Product to Product and Line to Line relationships. This is primarily used by DemandTec by Acoustic Technical Services. Price Scenario Export - Exports details of a Price Update. This export includes all fields from the All Prices report. Assortment Export - Exports Planogram-Cluster Product data, a configurable set of product attributes and metrics, Date Approved, and Cluster Details (Stores). Also includes an optional Cluster-Store file that lists the mappings of stores to clusters. Exports all scenarios that have been marked for approval. |
Description - A description of the task used as an identifier. Active/Inactive - (Common for all tasks) The schedule for the task is active if this checkbox is set. If it is cleared, the Task Scheduler will not execute the task. Export Task Definition - Customized export task definitions. Incremental export or full export - Incremental exports will export only elements that have changed since the last export. Full export will export all elements. Aggregate at geography level or national level - Level at which forecasts are exported. Export File Directory - Directory where the exported file is stored. Export File Compression Threshold - Threshold for compression specified in bytes. Exported files that are bigger than the threshold are compressed and stored in the export directory. Markdown Only: Export Recommendation Period - Exports recommended prices from either the current week or the current to last week. Price Recommendation - Exports all price recommendations or only the price recommendations which changed from the previously exported prices. Export Markdown Price Threshold - A threshold value for exporting new recommended prices compared to the previously exported recommended prices. For example, a value of 0.10 means that the difference between the previous and current recommendations should be at least 10 cents. Exclude Already Exported Recommendation - If set to Yes, excludes any recommended prices that have already been exported. If set to No, any recommended prices that have already been exported will be re-exported. |
Price Delivery |
Base Price Delivery - Base prices for stores and products at the division level. Base Price Delivery (zone level) - Base prices at the zone level. Express Pricing - Exports express prices directly to stores outside of the regular scenario process. Express Pricing (zone level) - Reads from zone-level export tables to produce an express price export file Transfer Price - Produces an export file containing transfer prices Base and Transfer Price - Produces an export file containing base prices and transfer prices Custom Delivery - Used internally. |
Description - A description of the task used as an identifier. Active/Inactive - (Common for all tasks) The schedule for the task is active if this checkbox is set. If it is cleared, the Task Scheduler will not execute the task. Division - The division for the process. |
Scenario and Data Maintenance |
Price Scenario Delete - Deletes unused and outdated scenarios in Everyday Price Optimization and Everyday Price Management. Competitor Data Delete - Clears out old competitor data from the database that is older than a specified number of days. Scenario Archive - Archives scenarios that are older than a specified number of days to improve system performance (180 days is recommended). The following types of scenarios are not included in the archive:
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Description - A description of the task used as an identifier. Active/Inactive - (Common for all tasks) The schedule for the task is active if this checkbox is set. If it is cleared, the Task Scheduler will not execute the task. Category - The category for the process. Division - The division for the process. Competitor - The specific competitor(s) for the competitor data soft delete. Older Than (# of days) - The number of days (taken from the scenario run date) after which the data will be deleted. |
Price Maintenance |
Price Update - Runs a process that looks for data changes and then executes a Price Update. These are the primary types of data changes that can trigger a Price Update:
Recalculate - Recalculates scenarios for which DemandTec by Acoustic has auto-imported price override data. These scenarios have a status of Recalculate! Optimized prices have been changed and belong to the category and division selected for the task. Rules Price - Schedules the rules pricing process for Rules Based Pricing scenarios, detecting changes and automatically running rules pricing. Price Approval - marks all scenarios as Approved for Export if they have not been exported, and are visible on the Production Price Approval screen. To be notified when products are automatically approved, subscribe to the Automated Price Approval Task Status alert. |
Description - A description of the task used as an identifier. Active/Inactive - (Common for all tasks) The schedule for the task is active if this checkbox is set. If it is cleared, the Task Scheduler will not execute the task. Category - The category for the process. Categories can be multi-selected using Ctrl-click, or Shift-click to select multiple adjacent categories. Division - The division for the process. Data Type (Optional) - The data files that must be loaded via DemandTec by Acoustic OpenLink before a Price Update is run. If a data file for a category/division fails to load, an email notification is sent. The process will run for the category/divisions with successfully loaded data. |
Product Status Calculation |
Product Status Resolver - Runs the PSR process to impute the status at the store-product level based on the sales history. Product Statistics Summary- Runs a process to calculate various Summary Statistics from the sales data. Opt Product Statistics - Runs a process to calculate the average price and cost at the product level, and the active products with modeling coefficients at the store level. This should be run prior to linking stores. |
Description - A description of the task used as an identifier. Active/Inactive - (Common for all tasks) The schedule for the task is active if this checkbox is set. If it is cleared, the Task Scheduler will not execute the task. Category - The category for the process. Categories can be multi-selected using Ctrl-click, or Shift-click to select multiple adjacent categories. |
Workflow |
OpenLink Workflows - Workflows to automatically load the data, such as product, cost, and location, in the correct sequences. OpenLink Auto Data Load - Allows inbound data to be loaded automatically soon after the data files arrive at a pre-configured frequency. This workflow eliminates the need to schedule data load processes or other workflows based on the time when data files are expected to arrive. Note: You must have the Enable OpenLink Auto Data Loading permission to enable this task. |
Description - A description of the task used as an identifier. Active/Inactive - (Common for all tasks) The schedule for the task is active if this checkbox is set. If it is cleared, the Task Scheduler will not execute the task. Workflow - The workflow for the process. Poll Interval (in minutes) - The frequency at which the workflow will search the file system for new data files. It is recommended that the poll interval be set at 10 minutes or greater. Poll Duration (in hours) - The length of time that the workflow will poll for new data files. This parameter is used to confine all data loads to a fixed time frame. |
Modeling |
Modeling Task - Runs a modeling job. |
Description - A description of the task used as an identifier. Active/Inactive - (Common for all tasks) The schedule for the task is active if this checkbox is set. If it is cleared, the Task Scheduler will not execute the task. Product Category - The category for the process. Base Modeling Job - Modeling job associated with the product category. Every recurrence will be a copy of the base modeling job. |
Optimization |
Markdown Re-optimization - Runs a Markdown re-optimization. |
Description - A description of the task used as an identifier. Active/Inactive - (Common for all tasks) The schedule for the task is active if this checkbox is set. If it is cleared, the Task Scheduler will not execute the task. Category - The category for the process. Division - The division for the process. |
Others |
Notification Summary - Accumulates email messages and sends them to users in batch either daily or weekly. Event Time Based Locking - Runs a process that locks events that have exceeded their lock thresholds. Model Health Calculation - Runs a model health calculation for all categories. This updates the Model Health report. TLog MBI Calculation - Runs a calculation for the market basket metrics. This updates the MBI metrics in the Market Basket Insights report in the home page and in the Promotion Optimization product picker. It uses transaction log data that has been pre-processed and validated by DemandTec by Acoustic OpenLink. This task should be configured to run once a week. CompPrice Rollover - Loads competitive prices from Competitive Price History datastore into zone-level competitive price entries. Auto-Assign New Products - Runs a process for assigning existing Demand Groups to new products in DemandTec by Acoustic OpenLink. You can run it for all categories (default), or for one or more selected categories in the Category drop-down menu. Margin Based Cost Calculation - Runs a process for calculating costs from user-defined cost margins for products. Markdown Plan Scenario Purge - Permanently deletes Markdown plans and scenarios that have been soft-deleted in Markdown Optimization. Expand Store Distribution - Copies modeling coefficients for new products from existing stores to new stores so that they can receive forecasts across the full set of stores in the Promotion Optimization application. New products have no history in the new stores for estimating the modeling coefficients used for the forecasts. Note: You must have the Enable Copy Coefficients Across Stores Task permission to enable this task. Expand Store Distribution for CP - Copies modeling coefficients for new products from existing locations to new locations so that they can receive forecasts in the Promotion Optimization application. Note: You must have the Enable Copy Coefficients Across Stores Task permission to enable this task. Collision Detection - Used to run collision detection checks on a regular basis, validating that there are no collisions between items on the Team and Public Calendars. Data Import Monitor - Checks recent data imports to be sure that they fall within expected ranges for size and load time. It also checks for abnormal data loads and missing files, sending an alert as appropriate if there are errors. Display Plan Validation - Checks to make sure that Display Plan characteristics do not collide, providing alerts as appropriate if there are errors. Event Validation - Detects whether collisions occur between events created in Event Planning, providing alerts as appropriate if there are errors. Marketing Calendar Aggregation - Pre-aggregates forecast and actual data for events created in Event Planning, making those calculations available during future planning. |
Description - A description of the task used as an identifier. Active/Inactive - (Common for all tasks) The schedule for the task is active if this checkbox is set. If it is cleared, the Task Scheduler will not execute the task. Category - (Applicable to Auto-Assign DGs) The categories for which Demand Groups will be assigned to their new products. Markdown Only: Date Type - If Plan Start Date is chosen, all plans with a Plan Start Date earlier than the specified Cutoff Date value will be deleted. If Plan End Date is chosen, all plans with a Plan End Date earlier than the specified Cutoff Date value will be deleted. Cutoff Date - The cut off date (in MM/DD/YYYY format) for deleting the plans. All plans with either a Plan Start Date or Plan End Date earlier than this date will be deleted. |
Promotion Data Maintenance |
Promotion Purge - Permanently deletes promotions that have been soft-deleted in Promotion Management and Optimization. Auto Predict Promotions - You can choose to automatically predict promotions by date range, calculation status, workflow status, and category. You can specify the schedule on which you would like the auto-prediction to run. You can also re-predicts promotions to apply updates such as re-modeling of categories or re-calibration of models. This task will re-predict promotions that satisfy certain conditions. In the Task Scheduler, enable promotions that are on the Public Calendar
to qualify for auto-prediction using the following conditions:
UEF Allocation Purge - Permanently deletes UEF allocations that have been soft-deleted in Promotion Management and Optimization. Location Group Class Purge - Permanently deletes Location Group Classes that have been soft-deleted in Promotion Management and Optimization. Promoted Price Conflict Report - Runs the Promoted Price Conflict Report. Update Product Count - Updates product count to reflect the most current count. Promotion PosDaily Purge - Permanently deletes Daily POS data that has been soft-deleted in Promotion Management and Optimization. Promotion Product Category Purge - Permanently deletes Product Categories that have been soft-deleted in Promotion Management and Optimization. |