Creating collection plans

In Infor Fashion PLM, you can create collection plans to monitor the number and cost of creating products based on your budget and quantity requirements.

  1. Select Tracking and Planning > Collection Plan.
  2. Click the New icon.
  3. Specify main information:
    Structure
    Select an organization level from the list.
    Note: This field is displayed only if you have set up an organizational structure in Infor Fashion PLM. If you set up an organizational structure, various fields may retrieve and be limited by data from the organizational structure's data hierarchy.

    See Setting up your organizational structure.

    Brand

    Select a brand from the list.

    You can define brands in Generic Lookup.

    Division

    Select a division from the list.

    You can define divisions in the Generic Lookup.

    Season

    Select a season from the list.

    You can define seasons in Generic Lookup.

    Collection

    Select a collection from the list.

    You can define collections in Generic Lookup.

    Collection Plan Name
    Specify a name for your collection plan.
    Line Plan Name
    Specify a name for your line plan.
    Description
    Specify a brief description.
    Status
    Select In Concept, For Approval, Operational, or any user-defined status.
    Category

    Select a category from the list.

    You can define product categories in Generic Lookup.

    Sub Category

    Select a subcategory from the list.

    You can define product subcategories in Generic Lookup.

    Sub Sub Category

    Select a sub subcategory from the list.

    You can define product sub subcategories in Generic Lookup.

    Gender

    Select a gender from the list.

    You can define gender in Generic Lookup.

    Theme

    Select a theme from the list.

    You can define style themes in Generic Lookup.

    For example, you can create Formal, Casual, Romantic, or Bohemian as collection themes.

    Deliveries

    Select a delivery type from the list.

    You can define delivery types in Generic Lookup.

    User Defined Field 1

    Select a user-defined field from the list.

    You can define user-defined field types in Generic Lookup.

    User Defined Field 2

    Select a user-defined field from the list.

    You can define user-defined field types in Generic Lookup.

    User Defined Field 3

    Select a user-defined field from the list.

    You can define user-defined field types in Generic Lookup.

    User Defined Field 4

    Select a user-defined field from the list.

    You can define user-defined field types in Generic Lookup.

    Country
    Select a country or countries from the list.
    Region
    Select a region or regions from the list. You can define regions in Generic Lookup.
    Channel

    Select a channel or channels from the list.

    You can define channels in Generic Lookup.

    Market Field 1

    Select a market field or market fields from the list.

    You can define market fields in Generic Lookup.

    Market Field 2

    Select a market field or market fields from the list.

    You can define market fields in Generic Lookup.

    Market Field 3

    Select a market field or market fields from the list.

    You can define market fields in Generic Lookup.

    Market Field 4

    Select a market field or market fields from the list.

    You can define market fields in Generic Lookup.

    Market Field 5

    Select a market field or market fields from the list.

    You can define market fields in Generic Lookup.

  4. Specify target/budget information:
    Note: Calculated values are based on Base amounts.
    Retail Value
    Specify the amount and select a currency.
    Retail Value (Base)
    Displays the retail value in your base currency.
    Whole Sale Value
    Specify the amount and select a currency.
    Whole Sale Value (Base)
    Displays the wholesale value in your base currency.
    Cost Value
    Specify the amount and select a currency.
    Cost Value (Base)
    Displays the cost value in your base currency.
    Purchase Value

    Specify the amount and select a currency.

    You can define currencies on the Setup menu.

    Purchase Value (Base)
    Displays the purchase value in your base currency.
    Purchase Unit Price
    Specify purchase unit price and select a currency.
    Purchase Unit Price (Base)
    Displays the purchase unit price in base currency.
    Calculated Purchase Unit Price
    Displays the calculated purchase unit price.

    Calculated Purchase Unit Price = Purchase Value / Planned Quantity

    Retail Margin %
    Displays the retail margin percentage.

    Retail Margin % = SUM(100*(Retail Value - Wholesale Value) / Retail Value)

    Retail Margin Value (Base)
    Displays the retail margin value in your base currency.

    Retail Margin Value (Base) = SUM(*Retail Value - *Wholesale Value)

    Wholesale Margin %
    Displays wholesale margin percentage.

    Wholesale Margin % = SUM(100*(Wholesale Value - Cost Value) / Wholesale Value)

    Wholesale Margin Value (Base)
    Displays wholesale margin value in your base currency.

    Wholesale Margin Value (Base) = SUM(Wholesale Value - Cost Value)

    Cost Margin %
    Displays a cost margin percentage.
    Cost Margin Value (Base)
    Displays a cost margin value in your base currency.
    # of Styles
    Specify the number of styles in your collection plan.

    # of Styles = # of Carry Overs + # of New Developed Styles

    # of Carry Overs
    Displays the number of carryover style items in your collection plan.

    # of Carry Overs = # of New Styles - # of New Developed Styles

    # of New Developed Styles
    Specify the number of newly developed styles in your collection plan.
    # of Options
    Specify the number of options (style/colors) in your collection plan.
    Target Quantity
    Specify the planned quantity in the collection plan.
  5. Specify this information:
    Retail Value (Base)
    Displays the retail value in your base currency.

    Retail Value (Base) = sum of the Retail Value (Base) of all line plan items mapped to collection plan

    Wholesale Value (Base)
    Displays the wholesale value in your base currency.

    Wholesale Value (Base) = sum of Wholesale Value (Base) of all line plan items mapped to collection plan

    Cost Value (Base)
    Displays the cost value in your base currency.

    Cost Value (Base) = sum of Cost Value (Base) of all line plan items mapped to collection plan

    Purchase Value (Base)
    Displays the purchase value in your base currency.

    Purchase Value (Base) = sum of Purchase Value (Base) of all line plan items mapped to collection plan

    Average Retail Margin %
    Displays the average retail margin percentage.

    Average Retail Margin % = sum of Margin (Base) / # of line plan items associated to the collection plan

    Average Retail Margin (Base)
    Displays the average retail margin in your base currency.

    Average Retail Margin (Base) = sum of Margin (Base) / # of line plan items associated to the collection plan

    Average Wholesale Margin %
    Displays the average wholesale margin percentage.

    Average Wholesale Margin % = sum of Margin (Base) / # of line plan items associated to the collection plan

    Average Wholesale Margin (Base)
    Displays the average whole margin in your base currency.

    Average Wholesale Margin (Base) = sum of Margin (Base) / # of line plan items associated to the collection plan

    Average Cost Margin %
    Displays the average cost margin percentage.

    Average Cost Margin % = sum of Margin (Base) / # of line plan items associated to the collection plan

    Average Cost Margin (Base)
    Displays the average cost margin in your base currency.

    Average Cost Margin (Base) = sum of Margin (Base) / # of line plan items associated to the collection plan

    # of Styles
    Displays the actual number of styles that are mapped to associated line plan items.
    Planned # of Options
    Displays the number of options associated to the collection plan.
    Planned Quantity

    Displays the total quantity of line plan items associated to the collection plan.

  6. Click Save or Save and Close.
    To modify the details of your collection plan, select the Edit icon on the toolbar.