Item Processorstep.cookcountyil.gov/.../uploads/Item-Processor_TRAIN.docx · Web viewS test "....

Item ProcessorCreated on 5/14/2018 2:55:00 PM

Training Guide

Table of ContentsItem Processor...................................................................................................................1

Manual Item Entry..........................................................................................................2

Create New Items & Assign to Orgs - Forms & ADI Upload........................................11

Create UOM conversions.............................................................................................24

Update Items - Forms & ADI Upload............................................................................28

Approved Supplier List (ASL).......................................................................................42

Sourcing Rule...............................................................................................................47

Assignment Set............................................................................................................51

Item Subinventory - ADI Blank Template.....................................................................55

Item Subinventory - ADI Existing Document................................................................63

Add/Update Contract or Catalog Quote.......................................................................73

Page i

Training Guide

Item Processor

Page 1

Training Guide

Manual Item EntryLearning Objective: In this topic, you will learn how to manually create items.

Upon completion of this topic you will be able to:

Navigate to the Master Item Window. Enter item type. Purchasing price. Default Buyer. Inventory categories. Inventory Organizations.

Procedure

This topic will cover:

- Manually creating an item

Estimated time to complete this topic is: 10 minutes

Page 2

Training Guide

Step Action1. After logging on with your username and password, the Oracle Applications

Home Page is displayed

To manually enter an item, click the CCH INV Item Processor responsibility link.

Note: The navigation path may vary, based on the responsibility selected.

In this example, click the CCH INV Item Processor link.

2. Click the Items link.

3. Click the Master Items link.

Page 3

Training Guide

Step Action4. The Organizations window is displayed.

Select the organization that applies to you.

In this example, select the CCH John H. Stroger, Jr. Hospital of Cook County Name cell.

5. Click the OK button.

6. The Master Item (MAH) is displayed.

Use this window to describe the item you are entering.

To give a brief description, click in the Description field.

7. Enter the correct information into the Description field.

In this example, enter "S test".8. Click in the Unit of Measure Primary field.

9. Enter the correct UOM information into the Primary field.

In this example, enter "each".

10. Press [Tab].11. Click the Tools menu.

12. Click the Copy From... menu.

13. The Copy From window is displayed.

Click in the Template field.

14. Click the Template LOV button.

Page 4

Training Guide

Step Action15. The Use a template window is displayed.

Use this window to search for the template you want to copy from.

Click the Scrollbar to display more options.

16. Select the MAS StockableTemplate Name cell.


18. Click the Apply button.

19. Click the Done button.

20. Click in the User Item Type field.

21. Click the User Item Type LOV button.

22. The User Item Type window is displayed.

Click the Scrollbar to display more options.

23. Select the Purchased Item cell.


25. Click the Save button.


27. Click in the Item Flexfield.

Page 5

Training Guide

Step Action28. Enter in applicable values and click the OK button.

29. Click the Purchasing tab.

30. Click in the List Price field to enter the cost of the item.

31. If the cost of the item is known enter it here.

In this example, enter ".1".

32. Click in the Default Buyer field to add the buyer.

33. Click the Default Buyer LOV button.

34. The Buyer search window is displayed.

Click in the Find field.

35. Enter the correct buyer into the Find field.

In this example, enter "Kathy%".

36. Click the Find button.

37. The buyer is selected by default.

Click the OK button.

38. Click the Tools menu to enter the item UNSPSC specifications.

39. Click the Categories menu.

Page 6

Training Guide

Step Action40. The Category Assignment (MAH) window is displayed.

Use this window to assign the correct category for the item.

Click in the Category field.

41. Click the Category LOV button.

42. The PO Item Category window is displayed.

In this example, select the 1010502 Description cell.


44. Click in the Category field.

45. Click the Category button.

46. The Item Categories window is displayed.

Click the CC_ITEM_CLASS LOV button.

47. Click the Scrollbar to display more options.

48. In this example, select the MEDICAL DIAGNOSTIC IMAGING cell.


50. Click in the CC_ITEM_SUBCLASS field.

51. Click the CC_ITEM_SUBCLASS LOV button.

Page 7

Training Guide

Step Action52. The CC _ITEM_SUBCLASS search window is displayed.

In this example, select the CARDIAC RECORDERS cell.




56. Click the Close button.

57. Click the Org Assign button to assign organizations.

58. The Master Item (MAH) window is displayed.

Use this window to assign the item to all organizations that apply.

In this example, click the Assigned option 897 organization.


60. Click the Org Attributes button.

61. Click the Tools menu.

62. Click the Item Subinventories menu.

Page 8

Training Guide

Step Action63. The Item Subinventories window is displayed.

Click the Subinventory LOV button.

64. Enter the correct subinventory into the Find field.

In this example, enter "st".65. In this example, activate the Min - Max Planning by clicking the Min-Max

Planning option.

66. Click in the Min Qty field to set the level.

67. Enter the correct quantity into the Min Qty field.

In this example, enter "5".

68. Press [Tab].69. Enter the correct quantity into the Max Qty field.


70. Click the Sourcing tab.

71. Click the Type list.

72. Select the Supplier list item.

73. Click in the Subinventory field.

74. Enter the desired information into the Subinventory field. Enter "1".

75. Press [Tab].76. Click the OK button.

Page 9

Training Guide

Step Action77. Click the Planning tab.

78. Click in the Locator field.

79. Click the Locator LOV button.

80. Select the 1AESW-A1 cell.


82. Click in the PAR Level field.

83. Enter the correct amount into the PAR Level field.



85. Click the Close button.

86. This topic covered:

- Manually creating an item

End of Procedure.

Page 10

Training Guide

Create New Items & Assign to Orgs - Forms & ADI UploadLearning Objective: In this topic, you will learn how to use the ADI mass upload template to create new items.

The ADI form enables users to mass upload and update an Excel list of items into the Oracle item table.


Configure the template. Upload the template data. Save the template output.

Procedure


- Creating new items & assigning to orgs using Forms & ADI Upload


Page 11

Training Guide

Step Action1. After logging on with your username and password, the Oracle application’s

Home page is displayed.

To mass upload inventory items, click CCH XXX Item Processor responsibility link.

Note: The responsibility link may vary depending on your organization.


Step Action2. Click the CCG Mass Item Creation WebADI link.

Page 12

Training Guide

Step Action3. Click the Viewer list.

4. Click the Excel 2016 list item.

5. Click the Next button.

6. Click the Create Document button.

Page 13

Training Guide

Step Action7. Click the Open button.

8. Once prompted to open WebADI, Excel will open with a template to assist with item information input.

If you get a “Security Warning: Macros have been disabled”, click the Enable Content button.

Wait until it has finished with the template and it displays the “Your document has been created” message before proceeding.

Page 14

Training Guide

Step Action9. A confirmation that your document is created, is received.

Click the Close button.

Page 15

Training Guide

Step Action10. Once you have input new item information, click the Oracle tab.

Page 16

Training Guide

Step Action11. Click the Upload button.


13. If you get an error reported, click the Close button, go back into the template, make any required data corrections and Upload again. Otherwise, click the Close button.

Page 17

Training Guide

Step Action14. To return to Oracle, click the Internet Browser icon.

Click the Internet Explorer button.

Page 18

Training Guide

Step Action15. Double-click the Requests link.

Page 19

Training Guide


Click the CCH John H. Stroger, Jr. Hospital of Cook County list item.


18. Click the Submit a New Request... button.

19. Click the Name list of Values (LOV) button.

20. Click the vertical Scrollbar to find CCG Item Mass Upload.Press the left mouse button over the scrollbar and drag the mouse to the desired location.

21. Click the CCG Item Mass Upload list item.


23. The Parameters window is displayed.

Click the Batch Id List of values (LOV) button.

24. Click on the Batch ID you want, then Click the OK button.

In this example, click the Demo2 list item.


26. Click the Organization (LOV) button.

27. The Organization window is displayed.

Click the MAH list item.

Page 20

Training Guide

Step Action28. Click the OK button.

29. Click in the All Child Orgs field.

30. Click the All Child Orgs (LOV) button.

31. Click the Yes list item.



34. Click the Submit button.

35. A confirmation is received that your request submitted successfully.

Click the No button to terminate additional requests.

36. Make sure the All My Requests radio button is selected, then click the Find button.

Page 21

Training Guide

Step Action37. Click the Refresh data button until Phase is "Completed"

Page 22

Training Guide

Step Action38. Click the View Output button.

Step Action39. Click the Open button. When the file opens, review it for any errors or important

notifications. Save it if you need to keep a copy.


- Creating new items & assigning to orgs using Forms & ADI UploadEnd of Procedure.

Page 23

Training Guide

Create UOM conversionsLearning Objective: In this topic, you will learn how to create an alternate Unit of Measure for item transactions. Unit of measure conversions are numerical factors that enables users to perform transactions in units other than the primary unit of the item being transacted. Upon completion of this topic you will be able to:

Navigate to the Unit of Measure Conversion window. Select the Standard UOM. Enter the conversion factor by which the unit of measure is equivalent to the base unit of

measure,

Procedure


- Creating an Alternate UOM Conversion


Page 24

Training Guide

Step Action1. After logging on with your username and password, the Oracle Applications

Home Page is displayed.

To create a UOM conversion, click the CCH INV Config link.

Step Action2. Click the Setup link.

3. Scroll down to find Units of Measure.

Click the Vertical Scrollbar.Press the left mouse button and drag the mouse to the desired location.

4. Click the Units of Measure link.

5. Double-click the Conversions link.

Page 25

Training Guide

Step Action6. The Organizations- window is displayed.



8. The Unit of Measure Conversions window is displayed.

In this window, you can complete a Unit of Measure (UOM) each conversion.Click the Inter-class tab.

9. Click the New button.

10. Enter the desired information into the Item field. Enter "30435".

11. Click in the Base Unit field.

12. Click the Base Unit button.

Page 26

Training Guide

Step Action13. Click the Case list item.


15. Enter the number of items in the case into the Conversion field.




- Creating UOM conversions

End of Procedure.

Page 27

Training Guide

Update Items - Forms & ADI UploadLearning Objective: In this topic, you will learn how to use the ADI mass upload template to update inventory items.

The ADI form enables users to mass upload and update an Excel list of items into the Oracle item table.


Configure the template. Upload the template data. Save the template output.

Procedure


- Updating items using Forms & ADI Upload


Page 28

Training Guide



To mass update inventory items, click CCH XXX Item Processor responsibility link.



Step Action2. Click the CCG Mass Item Update WebADI link.

Page 29

Training Guide





Page 30

Training Guide


8. Once prompted to open WebADI, Excel will open with a template to assist with item information input. If you get a “Security Warning: Macros have been disabled”, click the Enable Content button. Wait until it has finished with the template and it displays the “Your document has been created” message before proceeding.

Page 31

Training Guide

Step Action9. A confirmation that your document is created successfully is received.


Page 32

Training Guide

Step Action10. Once you have input updated item information, click the Oracle tab.

Page 33

Training Guide



13. If you get an error reported, click the Close button, go back into the template, make any required data corrections and Upload again. Otherwise, click the Close button.

Page 34

Training Guide

Step Action14. To return to the Oracle Home page, click the Internet Browser icon.

Page 35

Training Guide

Step Action15. Double-click the Requests link.

Page 36

Training Guide




18. Click the Submit a New Request... button.

19. Click the Name List of Values (LOV) button.

20. The Reports window is displayed.

Click the vertical Scrollbar to find CCG Item Mass Upload.

21. Click the CCG Item Mass Upload list item.


23. The Parameters window is displayed.

Click the Batch Id list of values (LOV) button.

24. Click on the Batch ID you want, then click the OK button.

25. Click the Organization List of Values (LOV) button.

26. The Organizations window is displayed.


27. Enter the organization to find into the Find field. The Organization should match the one you used in your upload worksheet, in this example, “MAH".

Page 37

Training Guide

Step Action28. Click the Find button.

29. Click in the Create or Update Items field.

30. Click the Create or Update Items List of Values (LOV) button.

31. Click the Update Existing Items list item.


33. Click the All Child Orgs List of Values (LOV) button.

34. Click the Yes list item.



37. Click the Submit button.

38. A confirmation that your request submitted successfully is received

Click the No button to terminate additional requests.

39. Make sure All My Requests radio button is selected, then click the Find button.

Page 38

Training Guide

Step Action40. Click the Refresh data button until Phase is "Completed".

Page 39

Training Guide

Step Action41. Click the View Output button.

Step Action42. Click the Open button. When the file opens, review it for any errors or important

notifications. Save it if you need to keep a copy.


- Updating items using Forms & ADI UploadEnd of Procedure.

Page 40

Training Guide

Approved Supplier List (ASL)Learning Objective: In this topic, you will learn how to associate items and services with the companies that supply them. Data stored in a controlled, global repository containing relevant details about each ship-from/ship-to/item relationship, is known as an Approved Supplier List (ASL). This repository includes information about all suppliers with business statuses ranging from fully Approved (the supplier has demonstrated the ability to satisfy rigorous quality, cost, and delivery requirements over a sustained period) to Debarred (no business is allowed with this supplier), or New if you have never placed a purchase order with the supplier. Upon completion of this topic you will be able to:

Navigate to the Supplier List window. Enter the Supplier name you want to place on the supplier list. Enter the Inactive Date for the list. Enter the supplier Site you want to place on the supplier list.

Procedure


- Creating an approved supplier list


Page 41

Training Guide

Step Action1. After logging on with your username and password, the Oracle application's


To create a supplier list, click the CCH PO Item Data Maintenance link.

2. Click the Supply Base link.

3. Click the Approved Supplier List link.

Page 42

Training Guide

Step Action4. Click the 897 John H. Stroger, Jr. Hospital list item.


6. Click in the Item field.

7. Enter the desired item number into the Item field.


8. Click in the Business field.

9. The Business Field automatically populates to Direct (The business sells their product directly to you) and the Status to New.

10. Click in the Supplier field.

11. Click the Supplier List of Values (LOV) button.

Page 43

Training Guide

Step Action12. Click in the Find field.

13. Enter the desired supplier name into the Find field.

In this example, enter "cardinal".14. Click the Find button.

15. Click the Cardinal Health 200 LLC list item.


17. Click the Site List of Values (LOV) button.

18. The Supplier Site is defaulted to the first site item in the list.

Click the OK button to accept the default.

19. Click the Status List of Values (LOV) button.

20. Click the OK button to accept the Approved for Business list item.

21. Click in the Supplier Item field.

22. Enter the corresponding supplier item number into the Supplier Item field.



24. Click the Attributes button to define the informational data attributes for the supplier/item combination.

Page 44

Training Guide

Step Action25. Click the Purchasing UOM button.

26. Click the Release Method List of Values (LOV) button.

27. Click the Release Using AutoCreate list item.


29. Click in the Type field.

30. Click the Type List of Values (LOV) button.

31. Click the Contract Purchase Agreement list item.


33. Press the [Tab] key.

34. Click the Number List of Values (LOV) button.

35. The Contact Purchase Agreement Number and the Global option automatically populate.

Click the Save button.


- Creating an approved supplier listEnd of Procedure.

Page 45

Training Guide

Sourcing RuleLearning Objective: In this topic, you will learn how to create a new item sourcing rule. You can define sourcing rules that specify how to replenish items in your organization or all organizations. Sourcing rules can be assigned to an item, and item in an organization, an organization, a category of items, a category of items in an organization, or to all items. Upon completion of this topic you will be able to:

Navigate to the Sourcing Rule window. Indicate whether this sourcing rule is used for all organizations or just your organization. Enter effectivity dates. Enter an allocation percentage. Enter a numeric rank value to prioritize each sourcing type.

Procedure


- Creating sourcing rules


Page 46

Training Guide



To create a sourcing rule, click the CCH PO Item Data Maintenance link.


3. Click the Sourcing Rules link.

Step Action4. The Sourcing Rule window is displayed. Enter the desired sourcing rule name

into the Name field.

In this example, enter "CARDINAL FOR TRAINING".

5. Click the All Orgs radio button.

Page 47

Training Guide

Step Action6. Click in the From Date field.

7. The From Date field populates with the current date.

8. Click the Type List of Values (LOV) button.

9. Click the Buy From list item.

10. Click in the Supplier field.

11. Click the Supplier List of Values (LOV) button.

12. The Vendors window is displayed. Enter the desired search criteria into the Find Vendors field.

In this example, enter "CARDINAL".


14. Click the OK button to accept the first list item.

15. Click the Supplier Site List of Values (LOV) button.

16. Click in the Allocation % field.

17. Enter the desired buy from percentage into the Allocation % field.


18. Click in the Rank field.

19. Enter the desired information into the Rank field. Enter "1".

Page 48

Training Guide

Step Action20. Click the Save button.


- Creating sourcing rules

End of Procedure.

Page 49

Training Guide

Assignment SetLearning Objective: In this topic, you will learn how to create assignment sets. After a sourcing rule is defined, it must be assigned to items or organizations. Upon completion of this topic you will be able to:

Navigate to the Sourcing Rule/Bill of Distribution window. Enter an assignment set name and description. Select an Assigned To type. Enter the specific site to which you want to assign a sourcing rule or bill of distribution. Enter an Item/Category if you selected Item or Item-Org as the Assign To type. Enter the sourcing rule or bill of distribution as the Type. Enter the name of the sourcing rule or bill of distribution.

Procedure


- Creating a sourcing rule assignment


Page 50

Training Guide



To assign a sourcing rule, click the CCH PO Item Data Maintenance link.


3. Click the Assign Sourcing Rules link.

Step Action4. The Sourcing Rule/Bill of Distribution Assignments window is displayed,

Press [Ctrl+F11].5. Click in the Item / Category field.

Page 51

Training Guide

Step Action6. Click the New button.

7. Click the Assigned To list.

8. Click the Item list item.

9. Click in the Item / Category field.

10. Enter the item to assign the sourcing rule into the Item / Category field.



12. Click the Type LOV button.

13. The Sourcing Rule Types window is displayed.

Click the OK button to accept the default.

14. Click the Sourcing Rule / BoD LOV button.

15. Enter the desired information into the Find field. Enter "CARDINAL".


17. Click the Cardinal LUM list item.



Page 52

Training Guide

Step Action20. This topic covered:

- Creating a sourcing rule assignment

End of Procedure.

Page 53

Training Guide

Item Subinventory - ADI Blank TemplateLearning Objective: In this topic, you will learn how to use a blank ADI template to update item subinventory. The ADI form enables users to mass upload and update an Excel list of items and update an item's subinventory data in Oracle. Upon completion of this topic you will be able to:

Configure the template. Upload the item subinventory data into the template. Save the template output.

Procedure


- Updating item subinventory using a WebADI blank template


Page 54

Training Guide



To update item subinventory data using ADI, click CCH XXX Item Processor responsibility link.



2. Click the CCG Mass Edit Item-Subinventory WebADI link.

Step Action3. Click the Next button.

4. Click the Content menu.

Page 55

Training Guide

Step Action5. Click the NONE list item.




Page 56

Training Guide

Step Action9. Once you received confirmation that your document is created, click the Close

button.

Page 57

Training Guide

Step Action10. Click in the ACTION column.

11. Click the List of Values menu.

12. Click the INSERT list item.

13. Click in the TYPE column.

14. Click the List of Values Menu.

15. Click the PAR list Item.

16. Click in the ORG column.

Page 58

Training Guide

Step Action17. Enter the desired organization code into the field.



19. Enter the desired subinventory into the SUBINV field.

In this example, enter "2XRAY".

20. Click into the ITEM column.

21. Enter "80346".

22. Click in the LOCATOR column.

23. Enter the desired subinventory into the Locator field.

In this example, enter "2XRAY-C2.078.00.0".

24. Click in the PAR_LEVEL column.

25. Enter the PAR level.


26. Click the FIXED_LOT column.

27. . Enter "1".

28. Click the Position pointer.

29. Click into the SOURCE column.

30. Enter the desired source information into the field.

in this example, enter "SUPPLIER".

31. Click the Preferred Purchasing UOM column.

Page 59

Training Guide

Step Action32. Click the List of Values menu.

33. Select the EA list item.

34. Click the Oracle tab.

35. Click the Upload button.


Page 60

Training Guide

Step Action37. You will receive a confirmation of successful upload.



- Updating item subinventory using a WebADI blank template

End of Procedure.

Page 61

Training Guide

Item Subinventory - ADI Existing DocumentLearning Objective: In this topic, you will learn how to use an existing ADI template to update item subinventory. The ADI form enables users to mass upload and update an Excel list of items and update an item's subinventory data into Oracle. Upon completion of this topic you will be able to:

Configure the template. Insert the new subinventory locator data into an existing document. Delete the old subinventory locator data. Upload the updated item subinventory data into the template. Save the template output.

Procedure


- Updating item subinventory using an existing WebADI document


Page 62

Training Guide



To update item subinventory data using ADI, click CCH XXX Item Processor responsibility link.


In this example, click the CCH INV Item Processor link.Click the object.

Step Action2. Click the CCG Mass Edit Item-Subinventory WebADI link.

Page 63

Training Guide




6. The Content menu is displayed.

Click the Next button to use the existing template.

7. Click in the Organization Code field.

8. Enter the desired organization code into the Organization Code field.


9. Click in the SUBINVENTORY field.

Page 64

Training Guide

Step Action10. Enter the desired information into the SUBINVENTORY field. Enter "2XRAY".

11. Click the Continue button.



Page 65

Training Guide

Step Action14. You will receive confirmation of a successful download.


Page 66

Training Guide

Step Action15. Click the row of the desired item number to select it.

16. Right-click the desired row.

17. Click the Insert menu.

18. Click the within the inserted row's ACTION column.


20. Select Insert.

21. Click within the TYPE field.

Page 67

Training Guide

Step Action22. Click the List of Values menu.

23. Select PAR.

24. Click within the ORG column.

25. Enter the desired organization code.


26. Click within the SUBINV column.

27. Enter the desired subinventory.

In this example, enter "2XRAY".

28. Click within the ITEM column.

29. Enter the desired information into the field. Enter "22289".

30. Click into the MIN_MAX_FLAG column.

31. Enter "N" into the MIN_MAX_FLAG column.

32. Click within the LOCATOR column.

33. Enter the desired locator information into the field.

In this example, enter "2XRAY-C1.029.00.00".


35. Enter the desired information into the PAR_LEVEL column.


36. Click within the FIXED_LOT column.

Page 68

Training Guide

Step Action37. Enter the desired information fixed Lot information.


38. Click the horizontal scrollbar.39. Click within the Supplier column.

40. field. Enter "SUPPLIER".

41. Click within the SRC_ORG column.

42. field. Enter "897".

43. Click within the SRC_SUB column.

44. Enter "STRM".

45. Click within the Preferred Purchasing UOM column.

46. Enter "SL".

47. Click the Position pointer.

48. Click the within ACTION column of the second instance of the item number.


50. Select the DELETE list item.

51. Click the Oracle tab.

Page 69

Training Guide



54. You will receive confirmation of a successful upload


Page 70

Training Guide

Step Action55. Click the Horizontal Scrollbar.56. You will also see Green indicators in the Messages column on the rows that

uploaded successfully.

57.End of Procedure.

Page 71

Training Guide

Add/Update Contract or Catalog QuoteLearning Objective: In this topic, you will learn how to add an item to an existing quote. Upon completion of this topic you will be able to:

Navigate to the Quotations (New) window. Search for an existing quote. Add an item to the quote. Update the item quotation price.

Procedure


- Updating a catalog quote


Page 72

Training Guide



To add or update a catalog quote, click the CCH PO Item Data Maintenance link.

2. Click the RFQ's and Quotations link.

3. Click the Quotations link.

Step Action4. The Quotations (New) window is displayed.

Click in the Number field to enter the number of the quotation you wish to update.

Page 73

Training Guide

Step Action5. Click the Find button.

6. The Find Quotations window is displayed.


7. Enter the quotation number into the Find field.




10. Click in the Type field.

11. The Type field auto-populates to Goods.

Click in the Item field.

12. Enter the item to add into the Item field. In this example, enter "22289".


14. The Category, Description and UOM auto-populate.

Click the Horizontal Scrollbar.15. Click in the Price field.

16. Enter the quoted price into the Price field.

In this example, enter "8.99".

17. Click the Horizontal Scrollbar to scroll left.


Page 74

Training Guide

Step Action19. This topic covered:

- Updating a catalog quoteEnd of Procedure.

Page 75

Training Guide

Page 76

Date post:	15-Feb-2019
Category:	Documents
Upload:	lelien
View:	215 times
Download:	0 times

Item Processorstep.cookcountyil.gov/.../uploads/Item-Processor_TRAIN.docx · Web viewS test "....

Documents