Mandatory Prerequisites:
The learner must have attended the following Instructor-Led Workshop:
• o9 Platform Technical Configuration Basics Workshop

The learner ideally should have completed the following o9 Academy courses:
• Introduction to Merchandise Financial Planning: Functional Overview
• R2024.09: Retail New Features and Enhancements

Target Audience:
Analysts, Solution Architects, Planners, Configurators/Implementers

About the Course:
The R2024.12 release brings new features and enhancements to the Allocation & Replenishment (A&R) Planning solution, empowering retailers to create detailed allocation and replenishment plans with improved precision and flexibility. These updates introduce advanced tools for allocation planning, replenishment eligibility, ramp-up planning, and enhancements to order frequency workflows. These improvements enable better inventory optimization, customer satisfaction, and operational efficiency.

The new features covered in this course include:
• Allocation Planning
• Replenishment Eligibility

The enhancements covered in this course include:
• Ramp-Up Planning at Location
• Order Frequency

Learning Objectives:
• Understand how to use the Allocation Planning workspace for optimized inventory allocation across DCs and stores.
• Learn to implement replenishment eligibility rules to maintain optimal stock levels and respond to new location openings.
• Develop proficiency in managing order frequency to align inventory replenishment with sales patterns.
• Explore ramp-up planning techniques for strategically increasing inventory to meet growing demand.
• Gain insights into using A&R tools to reduce stockouts, optimize sales, and enhance customer satisfaction.

The R2024.12 release enhances A&R planning with robust new features and improved workflows. It helps retailers optimize inventory levels, streamline processes, and respond to market changes. These updates ensure retailers can better align their supply chain with customer demand and operational goals.

Please continue reading below to explore each feature and its practical applications.

Allocation Planning
The new Allocation Planning workspace supports the Retail Planning Team's requirements for DC Inventory Allocation and Inbound Inventory Allocation to stores, which are aligned with the chosen allocation policy. This feature optimizes inventory placement, ensuring products are available where demand is highest while reducing stockouts and overstocks.

Replenishment Eligibility
This feature allows planners to exclude specific locations from the replenishment plan or define replenishment periods for new location openings. These tools provide greater flexibility and control, enabling better alignment with inventory levels, sales patterns, and supplier lead times.

Ramp-Up Planning at Location
Planners can now ramp up coverage at both the Location and Item-Location levels, prioritizing Item-Location inputs for more granular control. This feature is vital for addressing seasonal peaks, promotions, and new product launches, ensuring sufficient inventory to meet increased demand.

Order Frequency
The enhancement introduces a locked WIP set to zero between frequency cycles, preventing intermediate plans that disrupt the cycle. This ensures replenishment aligns with sales patterns while maintaining operational efficiency.

These updates empower retailers with advanced tools for inventory planning and replenishment, driving better decision-making and enhanced operational outcomes.