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Understanding Updates to Receipt Metrics in Assortment Plan

We’ve made an important update to how receipts are calculated in Assortment Plan to keep it aligned with Merchandise Plan and make reconciliation between the two modules more intuitive.

Updated over a week ago

Why we made this change

Previously, Receipt Units Plan in Assortment Plan behaved dynamically — it changed as you created or approved RPOs. That made it difficult to compare with Merchandise Plan, where receipt metrics represent a fixed “total” rather than a fluctuating incremental need.

This update brings both modules into alignment and introduces clearer, more stable definitions for receipt-related metrics.

What’s changed

Metric

Previous Definition in AP

New Definition in AP

Receipt Units Plan

(Total Receipts Need) − (On Order Plan)

Total Receipts Need

On Order Act

Actual open units from PO data

Actual open units from PO data (unchanged)

On Order Plan

(Approved Units from RPO) + (On Order Act)

(Approved Units from RPO) + (On Order Act) (unchanged)

Open to Buy Units Plan

(Total Receipts Need − On Order Act)

Additional Receipt Units

(Total Receipts Need − On Order Plan)

Approved RPO Units

Total approved but not issued units from RPO

How to think about it

Now, Receipt Units Plan is a fixed number representing your total receipt need.
It doesn’t change when you approve or create new RPOs — it only changes if your underlying plans (like sales or inventory) change (assuming you re-run receipt generation).

3 new metrics help track progress against that fixed need:

  • Open to Buy: how much you still need to spend/issue in Purchase Orders (actual purchases outstanding)

  • Additional Receipt Units: how much you still need to commit/approve via Recommended Purchase Orders. This is what the Receipts Metrics in New AP used to represent up until now.

  • Approved RPO Units: how much you've approved via RPOs - this has always been taken into account via On Order Units plan, but now we are increasing the visibility.

Example

Let’s say your total receipt need is 1,000 units.

Step

Approved RPOs

On-Order Act

On-Order Plan

Open to Buy

Additional Receipt Units Plan

Receipt Units Plan

Start

0

0

0

1,000

1,000

1,000

Approve 500 units via RPO

500

0

500

1,000

500

1,000

Finalize the 500 units and import via PO data

0

500

500

500

500

1,000

Approve another 300 units via RPO

300

500

800

500

200

1,000

Your receipt plan stays fixed at 1,000 units throughout.
The difference between Open to Buy and Additional Receipt Units tells you how much you’ve committed but not yet purchased.

What this means for you

  • Your receipt totals in Assortment Plan and Merchandise Plan will now match

  • Open to Buy and Additional Receipt Units give you a clearer view of your purchasing progress.

  • You’ll have an easier time reconciling between plans without your receipt values shifting as you approve RPOs.

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