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Oracle EBS R12 InventoryCreated on Friday, June 27, 2008

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Training GuideOracle EBS R12 Inventory

Table of ContentsIntroduction......................................................................................................................viInventory Setup..................................................................................................................1

Defining Stock Locators...............................................................................................................1Defining Shortage Parameters......................................................................................................6Defining Shipping Methods.......................................................................................................10Defining Organization Access....................................................................................................13Defining Interorganization Shipping Networks.........................................................................15Defining Subinventories.............................................................................................................22

Item Setup and Control...................................................................................................31Defining Picking Rules..............................................................................................................31Defining Item Templates............................................................................................................44Defining Item Status Codes........................................................................................................52Defining Item Catalog Groups...................................................................................................55Defining Customer Items...........................................................................................................59Defining Customer Item Cross References................................................................................62Defining Cross Reference Types................................................................................................64Defining Commodity Codes.......................................................................................................66Defining Category Sets..............................................................................................................68Defining Categories....................................................................................................................71Defining and Viewing Pending Statuses....................................................................................74Copying Item Templates............................................................................................................77Assigning Items to Categories....................................................................................................81Assigning Cross Reference Types..............................................................................................86Specifying Recommended Categories........................................................................................90

Defining and Maintaining Item Information................................................................95Updating Organization Level Items...........................................................................................95Defining Manufacturer Part Numbers......................................................................................102Defining Items..........................................................................................................................105Defining Item Transaction Defaults.........................................................................................109Defining Item Revisions...........................................................................................................112Defining Item Relationships.....................................................................................................116Assigning Subinventories to an Item........................................................................................123Assigning Items to Organizations............................................................................................129Assigning Items to Catalogs.....................................................................................................133Assigning Items to a Subinventory..........................................................................................138Viewing Item Information........................................................................................................140

Lot Control.....................................................................................................................145Updating Lot Information........................................................................................................145Setting Up Lot Control.............................................................................................................148Displaying Lot Information......................................................................................................156Defining Lot Action Codes......................................................................................................158Creating a New Lot..................................................................................................................160Assigning Lot Numbers Within Transactions..........................................................................163Viewing Lot Genealogy...........................................................................................................167

Serial Control.................................................................................................................173Setting Up Serial Number Control...........................................................................................173Maintaining Serial Number Information..................................................................................180Generating Serial Numbers......................................................................................................182

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Assigning Serial Numbers........................................................................................................185Viewing Serial Number Genealogy..........................................................................................190

Material Status Control................................................................................................195Setting Up Material Status Control..........................................................................................195

Transaction Setup..........................................................................................................199Defining Consumption Transaction Rules...............................................................................199Defining Account Aliases.........................................................................................................202Defining Transaction Types.....................................................................................................205Defining Transaction Reasons..................................................................................................207

Transactions...................................................................................................................211Viewing Potential Shortages....................................................................................................211Viewing Pending Transactions.................................................................................................217Viewing Material Transactions................................................................................................221Transferring Directly Between Organizations..........................................................................227Transferring Consigned and VMI Material..............................................................................232Transferring Between Subinventories......................................................................................235Transferring Between Organizations Using Intransit Processes..............................................238Performing Planning Transfer Transactions.............................................................................241Performing Miscellaneous Transactions..................................................................................245Viewing Transaction Summaries.............................................................................................248

On Hand and Availability.............................................................................................253Viewing On-Hand Quantities...................................................................................................253Viewing Item Supply and Demand Information......................................................................257Viewing Item Availability........................................................................................................260Viewing Attribute Information.................................................................................................264Updating a Grade......................................................................................................................270Performing a Status Update......................................................................................................277Performing a Mass Move.........................................................................................................281Performing a Mass Issue..........................................................................................................286Creating Reservations...............................................................................................................290Viewing Status Information.....................................................................................................294

Move Orders...................................................................................................................299Defining Pick Slip Grouping Rules..........................................................................................299Allocating and Transacting Move Orders................................................................................301Generating Move Order Requisitions.......................................................................................307

Planning and Replenishment........................................................................................317Replenishing Kanban Cards.....................................................................................................317Purging Replenishment Counts................................................................................................320Printing Kanban Cards.............................................................................................................323Generating Kanban Cards.........................................................................................................325Entering and Reloading Item Safety Stocks.............................................................................328Entering and Processing Replenishment Counts......................................................................331Defining Kanban Pull Sequences.............................................................................................336Defining Kanban Cards............................................................................................................342Summarizing Demand Detail...................................................................................................346

Cost Accounting and Control.......................................................................................351Maintaining Accounting Periods..............................................................................................351

ABC Analysis.................................................................................................................355Purging ABC Information........................................................................................................355

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Defining and Running an ABC Compile..................................................................................358Defining ABC Item Assignments.............................................................................................361Defining ABC Classes..............................................................................................................364Defining ABC Assignment Groups..........................................................................................367Updating ABC Item Assignments............................................................................................370

Cycle Accounting...........................................................................................................373Purging Cycle Count Information............................................................................................373Generating Count Requests......................................................................................................376Generating Automatic Schedules.............................................................................................379Entering Manual Schedule Requests........................................................................................382Entering Cycle Counts..............................................................................................................385Defining Cycle Count Items.....................................................................................................388Defining Cycle Count Classes..................................................................................................393Defining and Maintaining a Cycle Count.................................................................................398Approving Cycle Count Adjustments......................................................................................403Requesting the Cycle Count List..............................................................................................406

Physical Inventory.........................................................................................................411Purging Physical Inventory Information..................................................................................411Defining a Physical Inventory..................................................................................................414Processing Physical Inventory Adjustments............................................................................418Generating Physical Inventory Tags........................................................................................421Entering and Voiding Physical Inventory Tags........................................................................424Approving Physical Inventory Adjustments............................................................................427Taking a Snapshot of Inventory Quantities..............................................................................433

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IntroductionOracle Inventory is a global repository for part number data and on hand balances. Oracle Inventory is member of the Supply Chain product family which streamlines operations within procure to pay, order to cash, logistics and reverse logistics (including returns, repairs and maintenance) processes. Oracle Inventory provides a single repository of inventory data for all business purposes including manufacturing, distribution, service, repair and spares, consigned inventory (both from suppliers and to customers), vendor managed inventory, in transit inventory and more. This eliminates the need to maintain inventory information across disparate systems.

Oracle Inventory uses the receipt to issue process to manage your inventory. When inventory arrives in your warehouse you receive it. After you receive inventory, you can transfer it within your organization or to another organization. Finally, you can issue material out of Oracle Inventory.

Upon completion of this module, you will be able to:• Create an item.• Create and assign categories. • Process transactions.• Reserve material.• View on-hand material. • Process replenishment counts.• Perform kanban processes.• Maintain accounting periods.• Perform ABC analysis.• Define and perform a cycle count.• Define and perform a physical inventory.

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Inventory SetupIn this lesson, you will learn how to configure parts of Oracle Inventory that you use in day-to-day operations.

Upon completion of this lesson, you will be able to:• Define subinventories. • Define stock locators.• Define organization access.• Define shortage parameters.• Define interorganization shipping networks.• Define shipping methods.

Defining Stock LocatorsYou use locators to identify physical areas where you store inventory items. Locators may represent rows, aisles, or bins in warehouses. You can track item quantities by locator and transact items into and out of locators. You can restrict the life of locators as well as define locator dimensions.

There are many different types of locators. Locators are segregated by their different uses. Locators are used as packing stations, dock doors, receiving locations, storage locators, consolidation locators, staging lanes, and inspection stations.

In this example, you will create a storage locator for a finished goods subinventory.

Procedure

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Step Action

1. Begin by navigating to the Stock Locators page.Click the vertical scrollbar.

2. Click the Inventory link.

3. Click the vertical scrollbar.

4. Click the Setup: Stock Locators link.

5. Use the Find Locators page to find existing locators and start the process to create new locators.

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Step Action

6. Click the New button.

or Press [Alt+N].

7. You use the Stock Locators page to define new locators. You enter the row, rack, and bin information for the locator as well as the locator type, material status, and subinventory with which the locator is associated.

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Step Action

8. Click in the Locator field.

9. You cannot use the same locator names within any two subinventories within the same organization.

10. Enter the desired information into the Locator field. Enter "S.1.1".

11. Click the Type list.

12. Locator types differentiate how locators are used within your organization.

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Step Action

13. Click the Storage Locator list item.

14. The Status is the material status for this locator. Material status controls the enabled transactions for all material that resides inside the locator.

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Step Action

15. Click in the Status field.

16. Enter the desired information into the Status field. Enter "Active".

17. This is the subinventory in which the locator resides.

18. Click in the Subinventory field.

19. Enter the desired information into the Subinventory field. Enter "FGI".

20. Click the Save button.

21. You have completed the Defining Stock Locators procedure.End of Procedure.

Defining Shortage ParametersA material shortage occurs whenever unsatisfied demand exceeds available quantity for the incoming supply of material. You can enable the system to send material shortage alerts and notification whenever a material shortage occurs in an organization.

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In this example, you will determine the WIP and Order Management shortage parameters for one of your organizations.

Procedure

Step Action

1. Begin by navigating to the Shortage Parameters page.Click the vertical scrollbar.



4. Click the Setup: Shortage Parameters link.

5. You use the Shortage Parameters page to set shortage parameters for your organization. You use the Work in Process tab to set the material shortage parameters for work in process.

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Step Action

6. Click the Check Shortages option.

7. When enabled, the system includes all jobs and schedules with the status Released, whose scheduled start date is overdue in the material shortage check.

8. Click the Released option.

9. This is the number of days after the start date until the job is included in the material shortage check.

10. Click in the Released Jobs: Days Overdue field.

11. Enter the desired information into the Released Jobs: Days Overdue field. Enter "1".

12. When enabled, the system includes all jobs and schedules with the status Unreleased, whose scheduled start date is overdue in the material shortage check.

13. Click the Unreleased option.

14. This is the number of days after the start date until the job is included in the material shortage check.

15. Click in the Unreleased Jobs: Days Overdue field.

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Step Action

16. Enter the desired information into the Unreleased Jobs: Days Overdue field. Enter "1".

17. When enabled, the system includes all discrete jobs with a current operation before an operation that has assigned open material requirements in the material shortage check.

18. Click the If operation before assigned operation is due option.

19. Click the Released option.

20. Click in the Released Schedules: Days Overdue field.

21. Enter the desired information into the Released Schedules: Days Overdue field. Enter "1".

22. Click the Unreleased option.

23. Click in the Unreleased Schedules: Days Overdue field.

24. Enter the desired information into the Unreleased Schedules: Days Overdue field. Enter "1".

25. When enabled, it includes all repetitive schedules with a current operation that has an open material requirements in the material shortage check.

26. Click the If assigned operation is due option.

27. When enabled, excludes all components with the supply type Bulk from the material shortage check.

28. Click the Bulk Components option.

29. When enabled, excludes vendor-supplied components from the material shortage check.

30. Click the Supplier Components option.

31. Click the Component Planner option.

32. Click the Assembly Planner option.

33. Click the Component Buyer option.

34. Click the Job/Schedule Creator option.

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Step Action

35. Click the Order Entry tab.

36. When enabled, checks shortages for sales orders. A sales order is considered overdue when the pick wave move order is unfulfilled.

37. Click the Check Shortages option.

38. Click the Item planner option.

39. Click the Order creator option.


41. You have completed the Define Shortage Parameters procedure.End of Procedure.

Defining Shipping MethodsShipping methods are the way you ship material. When you create a shipping method, you must enable it before you can use it in a shipping network.

In this example, you will define the shipping method DHL for your organization.

Procedure

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Step Action

1. Begin by navigating to the Application Utilities SHIP_METHODS page.Click the vertical scrollbar.



4. Click the Setup: Shipping Methods link.

5. You use the Applications Utilities: SHIP_METHOD Lookups page to determine the short codes that you use for shipping.

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Step Action


7. This is alphanumeric decode that describes the shipping method. The system uses this code in the list of values for the shipping method field in the Inter-org Shipping Methods window. You cannot change the value in this field after you save it. To remove an obsolete code you must disable code, enter and end date, or change the meaning and description to match a replacement code.

8. Click in the Code field.

9. Enter the desired information into the Code field. Enter "000001_DHL".

10. Click in the Lookup Code Meaning field.

11. Enter the desired information into the Lookup Code Meaning field. Enter "DHL Shipping".

12. Click in the Lookup Code Description field.

13. Enter the desired information into the Lookup Code Description field. Enter "DHL Shipping".


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Step Action

15. You have completed the Defining Shipping Methods procedure.End of Procedure.

Defining Organization AccessYou can specify which organizations a responsibility can access by mapping responsibilities to organizations. Once you set up this mapping, a user logging in to an Oracle Manufacturing product is restricted to the organizations mapped to the selected responsibility. The change organization responsibility window is also restricted.

In this example, we will restrict an organization to the Oracle Inventory responsibility.

Procedure

Step Action

1. Begin by navigating to the Organization Access page. Click the vertical scrollbar.

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Step Action



4. Click the Setup: Organization Access link.

5. Use the Organization Access page to assign an organization to a responsibility. Until you assign organization access to a responsibility, all responsibilities have access to all organizations. Once you restrict any responsibility to an organization, you must then explicitly define the organizations to which all responsibilities can access.

Organization access does not restrict access to functions that cross multiple organizations such as ATP, interorganization transfers, and item search. Users can still specify any valid organization when running these functions. System administrators determine which responsibilities a user can access when they establish system security. if there are no restrictions entered for an organization, then it can be accessed by all responsibilities.

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Step Action


7. This is the Organization to which you want to restrict access.

8. Click in the Org field.

9. Enter the desired information into the Org field. Enter "W4".

10. This is the application assigned to the responsibility when it was defined.

11. Click in the Application field.

12. Enter the desired information into the Application field. Enter "Oracle Inventory".

13. Click in the Application field.

14. Enter the desired information into the Application field. Enter "Inventory".

15. Enter the desired information into the Name field. Enter "Oracle Inventory".

16. Click in the Comments field.

17. Enter the desired information into the Comments field. Enter "Restrict to Oracle Inventory responsibility".


19. You have completed the Defining Organization Access procedure. End of Procedure.

Defining Interorganization Shipping NetworksAn Interorganization Shipping Network describes the relationships and accounting information between a shipping organization and a destination organization. In this example, you will set up an intransit transfer type for your organization.

Procedure

Page 15


Step Action

1. Begin by navigating to the Shipping Networks page. Click the vertical scrollbar.



4. Click the Setup: Shipping Networks link.

5. Use the Shipping Networks page to define a shipping network between two organizations. You must define a shipping network between two organizations before you can transfer material between organizations. When you setup a shipping network, you must select a transfer type, direct or intransit. If you choose intransit, the system moves material to an intermediary state before it reaches the destination organization, and a receipt transaction is required at the destination organization. If you choose direct, the system moves the material directly to the destination organization and you are not required to perform a receipt transaction.

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Step Action

6. Click in the From field.

7. Enter the desired information into the From field. Enter "M7".

8. Click in the To field.

9. Enter the desired information into the To field. Enter "M1".

10. Click the Transfer Type list.

11. If you select Intransit, then the system performs an intermediary move first. If you choose this type of transfer, then you can track the inventory until it arrives at the destination organization.

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Step Action

12. Click the Intransit list item.

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Step Action

13. Click the Open button.

or Press [Alt+O].

14. You use the Shipping Network page to determine additional information between the organizations.

15. This is the Transfer Credit account used to collect transfer charges for the shipping organization. The system automatically uses the default value you defined in the Organization Parameters page, or you can modify it if you choose.

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Step Action

16. Click in the Transfer Credit field.

17. This is the purchase price variance for interorganization receipts in to standard cost organizations. You must enter an account if your receiving organization is using standard costing. The default value is the value you defined in the Organization Parameters page. You can modify it if necessary.

18. Click in the Purchase Price Variance field.

19. This is the general ledger receivables account used as an interorganization clearing account for the shipping organization. The interorganization receivable account for the shipping organization and the interorganization payables account for the receiving organization should equal the interorganization payables account for the receiving organization. the default value is the value you defined in the Organization Parameters page.

20. Click in the Receivable field.

21. This is the general ledger payables account used as an interorganization clearing account for the receiving organization. The default value is the value you defined in the Organization Parameters page.

22. Click in the Payable field.

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Step Action

23. This is the general ledger account used to hold the intransit inventory value. The default value is the value you defined in the Organization Parameters page.

24. Click in the Intransit Inventory field.

25. Click the Tools menu.

or Press [Alt+T].

26. Click the Shipping Methods menu.

27. This is the method you use to ship from the shipping organization to the destination organization

Step Action

28. Click in the Shipping Method field.

29. Enter the desired information into the Shipping Method field. Enter "DHL".

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Step Action

30. Click in the Intransit Time field.

31. Enter the desired information into the Intransit Time field. Enter "1".

32. Click in the Daily Capacity field.

33. Enter the desired information into the Daily Capacity field. Enter "1000".

34. Click in the UOM field.

35. Enter the desired information into the UOM field. Enter "KM2".

36. Click in the Cost Per Unit field.

37. Enter the desired information into the Cost Per Unit field. Enter ".50".

38. Click in the Currency field.

39. Enter the desired information into the Currency field. Enter "USD".


41. You have completed the Defining Interorganization Shipping Networks procedure.End of Procedure.

Defining SubinventoriesSubinventories are unique physical or logical separations of material inventory such as raw inventory, finished goods or defective material. All material within an organization must reside in a subinventory. Consequently, you must define one subinventory for each of your organizations. When you perform transactions, you transact material in and out of subinventories.

In this example, you will create a subinventory to hold finished good items for your organization. You can reserve material in the subinventory, and the subinventory is under locator control.

Procedure

Page 22


Step Action

1. Begin by navigating to the Subinventories Summary page.Click the vertical scrollbar.



4. Click the Setup: Subinventories link.

5. Use the Subinventories Summary page to view existing subinventories and create new subinventories.

Page 23


Step Action


or Press [Alt+N].

7. You use the Subinventories page to create new subinventories. You enter information about the subinventory.

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Step Action

8. Click in the Name field.

9. Enter the desired information into the Name field. Enter "Fingood".

10. Click in the Description field.

11. Enter the desired information into the Description field. Enter "Finished Goods Subinventory".

12. You can select a Locator Control option only if you selected Determined at Subinventory Level in the Organization Parameters window. You can update this option only if there is no on-hand quantity for the subinventory.

13. Click the Locator Control list.

14. If you select Prespecified for the subinventory, then you must enter a valid locator for each item that resides in this subinventory.

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Step Action

15. Click the Prespecified list item.

16. If you select this parameter, you must create locator aliases for all locators within this subinventory.

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Step Action

17. Click the Enable Locator Alias option.

18. You select the replenishment source for the subinventory from the Type list.When you click Subinventory, the subinventory is replenished internally from another subinventory within the same organization.


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Step Action

20. Click the Subinventory list item.

21. The Picking UOM is used by the Oracle Warehouse Management Rules engine to divide picks across subinventories in the warehouse.

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Step Action

22. Click in the Picking UOM field.

23. Enter the desired information into the Picking UOM field. Enter "BOX".

24. The Pre-processing, Processing and Post-Processing lead times are used by min-max planning are used when you perform min-max planning at the subinventory level.

25. Click in the Pre-Processing field.

26. Enter the desired information into the Pre-Processing field. Enter "1".

27. Click in the Processing field.

28. Enter the desired information into the Processing field. Enter "2".

29. Click in the Post-Processing field.

30. Enter the desired information into the Post-Processing field. Enter "1".

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Step Action


32. You have completed the Defining Subinventories procedure.End of Procedure.

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Item Setup and ControlItem Setup and Control helps you determine the control parameters for items.

Upon completion of this lesson, you will be able to:• Define item status codes.• Define and view pending statuses.• Define picking rules.• Define item templates.• Copy item templates.• Define cross-reference types.• Assign cross-reference types.• Define commodity codes.• Define customer items.• Define customer item cross references.• Define categories.• Define category sets.• Assign items to categories.• Specify recommended categories.• Define item catalog groups.

Defining Picking RulesYou create picking rules that enable you to sort picks based on criteria that you define for sales orders, process manufacturing batches or work in process jobs.

After you create a picking you, use the Rules Workbench to assign the rule to an item.

For example, when you book a sales order you would like to pick an item from a particular subinventory. You can create an inventory picking rule to do this.

Procedure

Page 31


Step Action

1. Begin by navigating to the Inventory Picking Rules page.Click the vertical scrollbar.

2. Click the Inventory, Vision Operations (USA) link.


4. Click the Rules: Picking link.

5. Use the Inventory Picking Rules page to create inventory picking rules. On this page you set the picking parameters for the rules.

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Step Action


7. Enter the desired information into the Name field. Enter "Subinventory Pick".


9. Enter the desired information into the Description field. Enter "Sales Order Subinventory Picking Rules".

10. Click the Applicable To list.

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Step Action

11. Click the Sales Order list item.

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Step Action

12. Click the Subinventory list.

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Step Action

13. Click the SUBINVENTORY ASC list item.

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Step Action

14. Click the Subinventory Sort Rank list.

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Step Action

15. Click the 1 list item.

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Step Action

16. Click the Locator list.

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Step Action

17. Click the LOCATOR ASC list item.

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Step Action

18. Click the Locator Sort Rank list.

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Step Action

19. Click the 2 list item.

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Step Action


21. Click the Assignment button.

or Press [Alt+A].

22. Use the Rules Workbench page to assign your picking rule. The rule that you created on the Inventory Picking Rules page appears on the Rules Workbench page. The system automatically assigns a sequence number and return type to the rule. You can modify the sequence number, but you cannot modify the return type. You can assign your rule to any combination of criteria the Rules Workbench page displays.

For example, if you create a picking rule that allocates material by lot number in ascending order followed by locator in ascending order, you can assign it to an item on the Rules Workbench page. This means for picking, the system allocates the lowest lot number of the item in the lowest locator number where the item resides.

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Step Action

23. Click in the Item field.

24. Enter the desired information into the Item field. Enter "AS18947".

25. You must enable a rule before you can use it. You must also disable a rule before you can modify it.

26. Click the Enabled option.


28. You have completed the Defining Picking Rules procedure.End of Procedure.

Defining Item TemplatesAn Item template is a defined set of attribute values. When you apply a template to an item you overlay a set of values to the item definition. You can apply the same or different templates to an item multiple times. The more recent attribute values override previous values unless the previous value is not updateable.

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An item template does not update the value of status attributes when the values conflict. For example, if an item is transactional and stockable, a template cannot change Transactable to Yes and leave Stockable to no.

Consider this scenario: you are a product manager for an ice cream manufacturer. Your company operates in a process manufacturing environment. You need to create an item template that automatically defaults item attributes that you typically use in your process manufacturing environment.

Procedure

Step Action

1. Begin by navigating to the Find Item Templates page.Click the vertical scrollbar.



4. Click the Items: Templates link.

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Step Action

5. Use the Find Item Templates page to search for existing item templates or you can create new item templates.

Step Action


or Press [Alt+N].

7. Use the Item Template page to define new item templates. You use item templates to determine preset values for item attributes. You can then apply the item template when you define an item on in the Master Item page.

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Step Action

8. Click in the Template field.

9. Enter the desired information into the Template field. Enter "Process_ice cream".


11. Enter the desired information into the Description field. Enter "Template for Ice cream".

12. The Show list corresponds to the tabs on the Master Item page. You can choose to view all the All Groups, or limit the groups by individual tab.

13. Click the Show list.

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Step Action

14. Click the Inventory list item.

15. This item attribute enables you to stock and transact items in Oracle Inventory. You must enable this attribute if you want to enable the attributes: Stockable, Transactable, BOM Allowed and Build in WIP.

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Step Action

16. Click in the Inventory Item Value field.

17. Enter the desired information into the Value field. Enter "Yes".


19. This item attribute enables you to stock the item. You can set this attribute only if you enable the Item attributes Inventory Item and Transactable. You must set this attribute if you want to transact an item.

20. Click in the Stockable Value field.



23. This item attribute enables you to perform transaction on an item. You must set the item attributes Inventory Item, and Stockable in order to set this attribute.

24. Click in the Transactable Value field.

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Step Action




28. This attribute enables you to create material reservations for the item. You can reserve an item only when you have sufficient inventory.

29. Click in the Reservable Value field.

30. Enter the desired information into the Value field. Enter "Reservable".


32. Click the Inventory list.

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Step Action


34. Click the Process Manufacturing list item.

Step Action

35. Click the Yes button.

or Press [Alt+Y].

36. This item attribute enables you to use the item in process manufacturing recipes or formulas.

37. Click in the Recipe Enabled Value field.



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Step Action

40. This attribute enables you to use Process Quality to inspect items.

41. Click in the Process Quality Enabled Value field.



44. This item attribute enables you to use the item in a production batch as an ingredient or by-product.

45. Click in the Process Execution Enabled field.




49. You have completed the Defining Item Templates procedure. End of Procedure.

Defining Item Status CodesYou use item statuses codes to set default values for certain status attributes.

Consider this scenario: You periodically make items that you do not want made available to customers. You need an initial testing period where internal customers can order the items that you make and verify that is ready for consumption.

Create a pre-production item status that enables you to automatically set the needed item attributes.

Procedure

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Step Action

1. Begin by navigating to the Item Status page..Click the vertical scrollbar.




5. Click the Status Codes link.

6. Use the Item Status page to set status attributes that enable and disable the functionality of an item over time. Each status attribute allows you to enable the item for a particular use. For example, if you set the status attribute BOM Allowed, then you can place an item on a bill of material.

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Step Action


8. Enter the desired information into the Status field. Enter "Pre-Prod".

9. Click in the Translated Status field.

10. Enter the desired information into the Translated Status field. Enter "Pre-Production Item Status".


12. Enter the desired information into the Description field. Enter "Pre-Production Item Status".

13. This item attribute enables you to define a bill of material for an item, or to assign the item as a component on a bill.

14. Click the BOM Allowed option.

15. You use this item attribute to indicate whether the item is built with a discrete job or repetitive assembly in Oracle Work in Process.

16. Click the Build In WIP option.

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Step Action

17. If you enable this item attribute, you can place the item on an internal requisition.

18. Click the Internal Orders Enabled option.

19. This check box enables you to use this item in a production batch as an ingredient, product, or by-product.

20. Click the Process Execution Enabled option.

21. You enable this check box to use this item in process manufacturing recipes or formulas.

22. Click the Recipe Enabled option.

23. This attribute enables you to stock the item. You cannot set this attribute if you do not set the attribute Transactable.

24. Click the Stockable option.

25. Setting this item attribute enables you to transact the item. You cannot set this attribute, if you do not set the attribute Stockable.

26. Click the Transactable option.


28. You have completed the Defining Item Status Codes procedure.End of Procedure.

Defining Item Catalog GroupsItem catalogs enable you to add descriptive information to items and to partition your Item Master into groups of items that share common characteristics. For example, an item catalog group called mug could have a descriptive element called material. Possible values for material might be glass or ceramic.

Procedure

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Step Action

1. Begin by navigating to the Item Catalog Groups page.Click the vertical scrollbar.



4. Click the Catalog Groups link.

5. Use the Item Catalog Groups page to create a new item catalog.

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Step Action



8. Enter the desired information into the Name field. Enter "Mugs".

9. Click the Details button.

or Press [Alt+D].

10. Use the Item Catalog Group page to define any number of descriptive elements for an item catalog group. You can also determine whether the descriptive element is required at item definition, and whether the descriptive element value is included by default in the item catalog description.

11. This is the sequence the descriptive elements appear in the Master Item page when you assign them to an item.

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Step Action

12. Enter the desired information into the Seq field. Enter "1".


14. Enter the desired information into the Name field. Enter "Ceramic".

15. Click in the Seq field.



18. Enter the desired information into the Name field. Enter "Glass".



21. Enter the desired information into the Name field. Enter "Metal".

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Step Action


23. You have completed the Defining Item Catalog Groups procedure.End of Procedure.

Defining Customer ItemsYou can define customer items in your system and assign the items a commodity code. You can also assign the correct shipping container to the item. In addition, you can assign customer item cross references to your customer item. This references the customer item number the item number in your system.

In this example, we will define a finished good customer item and assign an appropriate shipping container.

Procedure

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Step Action

1. Begin by navigating to the Find Customer Items page.Click the vertical scrollbar.



4. Click the Customer Items link.

5. Use the Find Customer Items page to search for existing customer items and to enter new customer items.

Step Action


or Press [Alt+N].

7. Use the Customer Items Summary page to enter new customer items. A customer item is the number that a customer uses to define an item.

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Step Action

8. Click in the Customer Name field.

9. Enter the desired information into the Customer Name field. Enter "ABC Telecommunications".

10. Click in the Customer Item field.

11. Enter the desired information into the Customer Item field. Enter "ABC-1001".

12. You use commodity codes to classify customer items. In this example, we are assigning the commodity code Finished Good to item ABC-1001. This means that customer item ABC-1001 is a finished good.

13. Click in the Code field.

14. Enter the desired information into the Code field. Enter "Finished Good".

15. Click the Container tab.

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Step Action

16. In the Master field you enter the default container you use to ship customer items.

17. Click in the Master field.

18. Enter the desired information into the Master field. Enter "Pallet".


20. You have completed the Defining Customer Items procedure.End of Procedure.

Defining Customer Item Cross ReferencesYou use the Customer Item Cross References window to define and update cross references between your inventory items and the customer items defined in the Customer Items Summary window.

In this example, you will cross reference a customer item with a finished good item in your system.

Procedure

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Step Action

1. Begin by navigating to the Find Customer Item Cross References page.Click the vertical scrollbar.



4. Click the Customer Item Cross References link.

5. Use the Find Customer Item Cross References page to search for existing cross references and to create new cross references.

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Step Action

6. Click the New (B) button.

or Press [Alt+B].

7. Use the Customer Item Cross References page to establish a cross reference between a customer item and an inventory item number.

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Step Action

8. Click in the Customer Item field.

9. Enter the desired information into the Customer Item field. Enter "ABC-1001".



12. You can define multiple cross references to a customer item. In these cases, you must specify the rank of the cross reference. The highest rank is 1.

13. Click in the Rank field.

14. Enter the desired information into the Rank field. Enter "2".


16. You have completed the Defining Customer Item Cross References procedure.End of Procedure.

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Defining Cross Reference TypesYou use cross reference types to define relationships between items and entities such as obsolete item numbers or supplier item numbers.

In this example, you will create a cross reference type for obsolete item numbers.

Procedure

Step Action

1. Begin by navigating to the Cross Reference Types page.Click the vertical scrollbar.



4. Click the Items: Cross References link.

5. Use the Cross Reference Type page to create a cross reference type that you assign to items an entities.

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Step Action

6. Click in the Type field.

7. Enter the desired information into the Type field. Enter "Obsolete".


9. Enter the desired information into the Description field. Enter "Obsolete part number".


11. You have completed the Defining Cross Reference Types procedure. End of Procedure.

Defining Commodity CodesCommodity codes enable you to classify customer items. You use this classification when you define customer items.

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In this example, you will define a commodity code for assemble-to-order items.

Procedure

Step Action

1. Begin by navigating to the Customer Item Commodity codes page. Click the vertical scrollbar.



4. Click the Customer Item Commodity Codes link.

5. Use the Customer Item Commodity Codes page to create commodity codes. The commodity code is the name you associate to a group of customer items.

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Step Action

6. Click in the Commodity Code field.

7. Enter the desired information into the Commodity Code field. Enter "ATO".


9. Enter the desired information into the Description field. Enter "Assemble-to-order parts".


11. You have completed the Defining Commodity Codes procedure.End of Procedure.

Defining Category SetsA Category set is a distinct grouping scheme and consists of categories. Consider this scenario: You work for an apparel manufacture. Your company creates women's apparel, men's apparel, and children's apparel. In this example, you will create a category set called apparel.

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Procedure

Step Action

1. Begin by navigating to the Category Sets page.Click the vertical scrollbar.



4. Click the Category Sets link.

5. Use the Category Sets page to create category sets. You can use categories and category sets to group items for various reports andprograms.

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Step Action


7. Enter the desired information into the Name field. Enter "Clothing".


9. Enter the desired information into the Description field. Enter "Apparel Category Set".

10. Click in the Flex Structure field.

11. The categories you assign to a category set must have the same flexfield structure as the category set.

12. Enter the desired information into the Flex Structure field. Enter "Inventory Class".

13. This is the default category the system uses when you assign an item to the category set. After an item is assigned to the category set, you can override the default category and choose another relevant category for the item.

14. Click in the Default Category field.

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Step Action

15. Enter the desired information into the Default Category field. Enter "CHD_APL".

16. This is the list of categories that belong to the category set. You can only add categories that belong to the same flexfield structure as the category set.

17. Click in the Category field.

18. Enter the desired information into the Category field. Enter "SALE".


20. You have completed the Defining Category Sets procedure.End of Procedure.

Defining CategoriesA category is a logical classification of items that have similar characteristics.

Consider this scenario: you work for a apparel manufacturer. You need to create a category for children's apparel.

Procedure

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Step Action

1. Begin by navigating to the Find Categories page.Click the vertical scrollbar.



4. Click the Category Codes link.

5. Use the Find Categories page to search for existing categories or to create new categories.

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Step Action


or Press [Alt+N].

7. Use the Categories page to define categories. You can define an unlimited number of categories and group subsets of your categoriesinto category sets. A category can belong to multiple category sets.

8. When you determine a product structure, you can assign a specific meaning to each segment.

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Step Action

9. Click in the Structure Name field.

10. Enter the desired information into the Structure Name field. Enter "Inventory Class".


12. Enter the desired information into the Category field. Enter "Ch_APPL".


14. Enter the desired information into the Description field. Enter "Children's Apparel".


16. You have completed the Defining Categories procedure.End of Procedure.

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Defining and Viewing Pending StatusesYou can assign item statuses to items your items. Item statuses are made up of status attributes. Status attributes control the functionality an item over time.

In this example, you have an item that is currently in the prototype phase, but will be ready for launch to the general public in a few months. You can use item statuses to change the item availability from prototype to active.

Procedure

Step Action

1. Begin by navigating to the Master Items page.Click the vertical scrollbar.



4. Click the Master Items link.

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Step Action

5. Use the Master Item page to define items and perform actions on items.

Step Action


7. Press [F11].


9. Press [Ctrl+F11].



12. Click Pending Status.

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Step Action

13. Use the Item Status History page to define item statuses for and item. You also can determine the effective date for the status.

Step Action

14. Click in the Effective Date field.

15. Enter the desired information into the Effective Date field. Enter "10-Mar-2008".


17. Enter the desired information into the Status field. Enter "Prototype".


19. Enter the desired information into the Effective Date field. Enter "24-Jul-2008".


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Step Action

21. Enter the desired information into the Status field. Enter "Active".


23. Click the Implement button.

or Press [Alt+I].

24. Press the left mouse button on the OK object.

25. You have completed the Defining and Viewing Pending Statuses procedure.End of Procedure.

Copying Item TemplatesYou can copy attributes from an existing item template to a new item template.

In this scenario, we will make modifications to one of the existing seeded templates to create a new template.

Procedure

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Step Action

1. Begin by navigating to the Find Item Templates page.Click the vertical scrollbar.



4. Click the Setup: Templates link.

5. Use the Find Item Templates page to search for existing item templates.

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Step Action


or Press [Alt+N].

7. Use the Item Template page to enter new item templates.

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Step Action


9. Enter the desired information into the Template field. Enter "Finished_Good_Process".


11. Enter the desired information into the Description field. Enter "Finished Good Process Template".


or Press [Alt+T].

13. Click the Copy Template... menu.

14. Use the Copy Template page to copy an existing item template. You can choose which item attribute groups to copy.

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Step Action


16. This copies the seeded template Finished Good. It copies the attributes that belong to the attribute groups associated with selected checkboxes. Enter the desired information into the Template field. Enter "Finished Good".

17. Point to the Apply object.

18. Click the Done (F) button.

or Press [Alt+F].


or Press [Alt+Y].

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Step Action


21. You have completed the Copying Item Templates procedure.End of Procedure.

Assigning Items to CategoriesWhen you enable an item in a functional area, the item is assigned to the default category set and default category of the functional area. You can also assign an item to additional categories.

In this example, you will assign a container item to the container items category set.

Procedure

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Step Action

1. Begin by navigating to the Master Item page.Click the vertical scrollbar.




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Step Action

5. Click the View menu.

or Press [Alt+V].

6. Click the Find... menu.

or Press [F].

7. Use the Find Master Items page to search for existing items.

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Step Action


9. Enter the desired information into the Item field. Enter "A1 DOM".

10. Click the Find button.

or Press [Alt+i].

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Step Action


or Press [Alt+T].

12. Click the Categories menu.

or Press [a].

13. Use the Category Assignment page to assign your item to a group of categories. You can use this page to assign the item to more then one category set.

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Step Action

14. Click in the Category Set field.

15. Enter the desired information into the Category Set field. Enter "Container Item".

16. This is the individual category to which you want to assign your item.


18. Enter the desired information into the Category field. Enter "ACCESSORY".


20. You have completed the Assigning Items to Categories procedure.End of Procedure.

Assigning Cross Reference TypesCross reference types define relationships between items and entities such as obsolete part numbers or supplier items numbers.

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Your company recently updated its part numbering system and you want to cross reference the old part number with the new part number. In this example, you will cross reference the obsolete part number to the current part number.

Procedure

Step Action

1. Begin by navigating to the Cross Reference Types page.Click the vertical scrollbar.



4. Click the Cross References link.

5. Use the Cross Reference Types page to select a cross reference type to assign to an item. You must select a cross reference type before you can assign it to an item. You can assign multiple items to a cross reference type as well as assign an item to multiple cross reference types.

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Step Action


7. Click the Assign button.

or Press [Alt+A].

8. Use the Assign Cross References page to assign cross references to create the relationships between cross references, items, and entities.

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Step Action


10. This is the current item number in the system. Enter the desired information into the Item field. Enter "AS18947".

11. The value you enter is the entity you would like to cross reference to the item. In this case the obsolete part number.

12. Click in the Value field.

13. Enter the desired information into the Value field. Enter "FG18947".


15. Enter the desired information into the Description field. Enter "Obsolete part number".


17. You have completed the Assigning Cross Reference Types procedure.End of Procedure.

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Specifying Recommended CategoriesYou can recommend categories for an item catalog group. This is for information and reporting purposes only. You can print the list of categories and use the list of recommended categories when you define items.

In this example, you will assign a default a category an existing category set to an item catalog group.

Procedure

Step Action

1. Begin by navigating to the Item Catalog Groups page.Click the vertical scrollbar.



4. Click the Catalog Groups link.

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Step Action

5. Use the Item Catalog Groups page to item catalogs. You must select an item catalog group with which you want to specify categories.

Step Action


or Press [Alt+D].

7. Use the Item Catalog Group page to specify categories for reporting purposes.

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Step Action

8. Click the Descriptive Elements list.

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Step Action

9. Click the Categories list item.

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Step Action

10. Click in the Category Set field.

11. Enter the desired information into the Category Set field. Enter "Freight Class".


13. Enter the desired information into the Category field. Enter "BEST".


15. You have completed the Specifying Recommended Categories procedure.End of Procedure.

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Defining and Maintaining Item InformationYou can define and control items that you stock in inventory. Once defined, you assign items to organizations. You choose whether to have centralized or decentralized control of your items through a variety of item attributes.

There are many ways you can manage your items. You can categorize your items as well as restrict items to specific subinventories within your organization. You can also create relationships between items and relationships between items and manufacturer's part numbers. Upon completion of this lesson, you will be able to:• Define items.• Assign items to organizations.• Update organization items.• View item information.• Assign items to categories.• Define item relationships.• Define manufacturer's part numbers.• Assign subinventories to items.• Assign items to subinventories.• Define item revisions.• Define item transaction defaults.

Updating Organization Level ItemsYou can update the item attributes for items assigned to your organization. Item attributes fields that you can update appear in white or yellow when you navigate to the Organization Items page. Master-controlled items appear in grey. You cannot update these attributes.

In this example, you will update the Inventory Planning Method for the item.

Procedure

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Step Action

1. Begin by navigating to the Find Organization Items page.Click the vertical scrollbar.



4. Click the Items: Organization Items link.

5. Use the Find Organization Items to enter item search criteria.

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Step Action



8. When you click in the Description field, the item description appears automatically.



11. Use the Organization Item page to view and update items within your organization. You cannot create items from this page. You can only create items within the Master Item page. You can update only only-controlled item attributes.

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Step Action

12. Click the Right button.

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Step Action

13. Click the General Planning menu.

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Step Action

14. Click the Inventory Planning Method list.

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Step Action

15. Click the Min-Max list item.

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Step Action


17. You have completed the Updating Organization Level Items procedure.End of Procedure.

Defining Manufacturer Part NumbersYou can define manufacturer part numbers for items. You use this information for reporting purposes and in catalog searches for items. You can assign the same item to multiple manufacturer's part numbers.

In this example, you will associate a manufacturer's part number to a system item.

Procedure

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Step Action

1. Begin by navigating to the Manufacturers page.Click the vertical scrollbar.



4. Click the By Manufacturers link.

5. Use the Manufacturers page to select the manufacturer to which you associate the part number.

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Step Action

6. Click in the Manufacturer field.

7. Click the Parts button.

or Press [Alt+P].

8. Use the Manufacturer Part's Numbers page to enter the manufacturer's part number for an item.

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Step Action

9. Click in the Part field.

10. Enter the desired information into the Part field. Enter "2256749".

11. This is the item number defined in your system.






17. You have successfully completed the Defining Manufacturer Part Numbers procedure.End of Procedure.

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Defining ItemsAn item is a part or service you: purchase, sell, plan, manufacture, stock, distribute, or prototype. Items can also be containers for other items as well as components you build into other items.

In this example, you will use the finished goods template to create a finished good item.

Procedure

Step Action




4. Click the Items: Master Items link.

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Step Action

5. Use the Master Item page to define items. When you define items, you enter only the information you need to maintain the item. You define all items in the Master Item page. You cannot define an item at the organization level. Oracle Inventory automatically switches to the Master Item page when you define a new item.

Step Action




9. Enter the desired information into the Description field. Enter "Finished Good Item".


or Press [Alt+T].

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Step Action

11. Click the Copy From... menu.

or Press [C].

12. Use the Copy From page copy a previously-defined item template. Item templates contain preset values for item attributes. The item attributes are overlayed on the item master when you apply it.

Step Action


14. Enter the desired information into the Template field. Enter "Finished Good".

15. Click the Apply button.

or Press [Alt+A].

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Step Action

16. Click the Done button.

or Press [Alt+D].

Step Action


18. The value of the User Item Type field was set to Finished Good when you applied the Finished Good template. The values on other tabs of the item master were also set as well.

19. You have completed the Defining Items procedure.End of Procedure.

Defining Item Transaction DefaultsYou use the Item Transaction Defaults window to define a default subinventory for an item for shipping, receiving and move order transactions. Oracle Shipping Execution displays the default shipping information when you ship an item and Oracle Inventory displays the default receiving

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information when you receive and item. For move orders, Oracle Inventory derives the default put away locator when you transact an item into a locator-controlled subinventory if you do not specify the locator when you create the move order. Before you can define item transaction defaults you must define at least one item, one subinventory, and one locator within your organization. In this example, you will assign a default shipping subinventory for an item.

Procedure

Step Action

1. Begin by navigating to the Find Item Transaction Defaults page.Click the vertical scrollbar.



4. Click the Item Transaction Defaults link.

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Step Action

5. Use the Find Item Transaction Defaults page to create new item transaction defaults.

Step Action


or Press [Alt+N].

7. Use the Item Transaction Default page to assign transaction default subinventories to items. Shipping is the default transaction type that appears. You do not need to modify the Default For field.

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Step Action



10. This is the default shipping subinventory for the item.


12. Enter the desired information into the Subinventory field. Enter "DropShip".


14. You have completed the Defining Item Transaction Defaults procedure.End of Procedure.

Defining Item RevisionsA revision is a particular version of an item, bill or material or routing. You use revision control to track item quantities by revision and to specify a revision for each material transaction. Enable revision control for items you must track versions or changes that are significant enough to track but do not affect the form, fit, or function of the item.

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You cannot change the revision control revision control item attribute when an item has on-hand quantity. If revision control is enabled at the master-item level, then the system checks for on-hand quantity against all organizations within the master item organization. If revision control is enabled at the organization level, the system checks for on-hand quantity within the organization.

In this example, you will create a revision for an item.

Procedure

Step Action

1. Begin by navigating to the Master Item page. Click the vertical scrollbar.



4. Click the Items: Master items link.

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Step Action

5. Click the Find... button.


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Step Action


8. Enter the desired information into the Item field. Enter "12345".

9. When you click in the Items field, the Description appears automatically.

10. Click in the Items field.


or Press [Alt+i].

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Step Action

12. Click the Revisions button.

13. Use the Master Item page to enter item revisions. The first Revision Label appears automatically. You can modify this as necessary.


15. Enter the desired information into the Description field. Enter "Revision A".


17. You have completed the Defining Item Revisions procedure.End of Procedure.

Defining Item RelationshipsYou can define relationships between items. You can use these relationships to search for items. Except in Oracle Receiving, these relationship are for inquiry and reporting purposes.

In this example, you will define a substitute item.

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Procedure

Step Action

1. Begin by accessing the Master Item page.Click the vertical scrollbar.




Page 121


Step Action



Page 122


Step Action






or Press [Alt+i].

Page 123


Step Action


or Press [Alt+T].

13. Click the Item Relationships menu.

or Press [l].

14. Use the Item Relationships page to create relationships between items. For example, you can create an item relationship for substitute items or items for which you can up sell.

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Step Action

15. Click in the From Item field.

16. Enter the desired information into the From Item field. Enter "AS18947".

17. Click in the To Item field.

18. Enter the desired information into the To Item field. Enter "AS54888".


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Step Action

20. Click the Substitute list item.

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Step Action


22. You have completed the Defining Item Relationships procedure.End of Procedure.

Assigning Subinventories to an ItemYou can assign a list of subinventories to an item. You restrict an item to the list of subinventories by setting the Restrict Subinventories attribute when you define or update an item. You can use the item-subinventory relations to specify valid subinventories for zero quantity cycle counts and to specify items for an abc analysis performed at the subinventory level. You can also specify planning information and locators for the item in its assigned subinventories. This information is used to perform min-max planning and replenishment processing at the subinventory level.

In this example, you will assign and item to a subinventory and set the minimum and maximum order quantities.

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Procedure

Step Action





Page 128


Step Action



Page 129


Step Action




or Press [Alt+i].

10. Use the Master Item page to define and maintain item attribute information.

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Step Action

11. Click the Inventory tab.

12. When you select Restrict Subinventories, you enable the item to be assigned to a list of subinventories.

13. Click the Restrict Subinventories option.


or Press [Alt+T].

15. Click the Item Subinventories menu.

or Press [u].

16. Use the Item Subinventories page to assign an item to one or more subinventories.

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Step Action


18. Enter the desired information into the Subinventory field. Enter "Stores".



21. If you select Min-Max Planning, then you can perform min-max planning at the subinventory level for the item.

22. Click the Min-Max Planning option.

23. Click in the Min Qty field.

24. This is the minimum on-hand quantity at which to place an order.

25. Enter the desired information into the Min Qty field. Enter "100".

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Step Action

26. This is the suggested maximum on-hand quantity to maintain as on-hand inventory. This maximum displays as on the in-max report. Any order placed should not force the on-hand quantity of the item to exceed this quantity within this subinventory.

27. Click in the Max Qty field.

28. Enter the desired information into the Max Qty field. Enter "500".


30. You have successfully completed the Assigning Subinventories to an Item procedure.End of Procedure.

Assigning Items to OrganizationsAfter you create an item you assign it to specific organizations. You use the Organization Item page to change organization-level attributes. For example, you can select Reorder Point planning for an item in one organization, and Min-Max planning for the item in another organization. In this example, you will assign a finished good to an existing organization.

Procedure

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Step Action

1. Begin by navigating to the Master Item page.Click the Vertical scrollbar.




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Step Action



Page 135


Step Action




or Press [Alt+i].

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Step Action

10. Click the Org Assign button.

11. Use the Organization Assignment tab of the Master Item page to assign items to organizations. The item is automatically assigned to the Master Organization in which it was defined. You can assign the item to as many organizations you would like. This page lists all of the organizations within the Master Organization including the Master Organization.

12. Click the Assigned option.




16. You have completed the Assigning Items to Organizations procedure.End of Procedure.

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Assigning Items to CatalogsYou can assign items to catalogs. When you assign an item to an item catalog group, you define values for the descriptive elements that apply to your item.

For example, an item catalog group called mug could have a descriptive element called material. Possible values for material might be glass or ceramic.

Procedure

Step Action





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Step Action



Page 139


Step Action


8. Enter the desired information into the Item field. Enter "MugAA".




or Press [Alt+i].

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Step Action


or Press [Alt+T].

13. Click the Catalog menu.

or Press [g].

14. Use the Item Catalog page to assign item catalog definitions. When you click in the Name field the Descriptive Elements for the Catalog Group appear automatically.

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Step Action

15. Click in the Catalog Group field.

16. Enter the desired information into the Catalog Group field. Enter "Mugs".


18. Click the Description Default option.

19. The value of the descriptive element is included in a concatenation that creates a catalog-derived item description.

20. Click in the Value field.

21. Enter the desired information into the Value field. Enter "Ceramic Mug".


23. You have completed the Assigning Items to Catalogs procedure.End of Procedure.

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Assigning Items to a SubinventoryYou can assign items to a given subinventory. Assigning items to a subinventory does not restrict the subinventory to that list of items. It does however, restrict items to that subinventory. You can always issue and receive unrestricted items to any subinventory, but you can only issue and receive restricted items to their list of subinventories. You actives the list of subinventories for a restricted items by setting the Restrict Subinventories attributes when you define or update an item.

In this example, you will assign an item to a subinventory.

Procedure

Step Action

1. Begin by navigating to the Subinventories Summary page.Click the vertical scrollbar.



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Step Action

4. Click the Organizations: Subinventories link.

5. Use the Subinventories Summary page to select the subinventory to which you want to assign the item.

Step Action


7. Click the Item / Subinventory button.

or Press [Alt+I].

8. Use the Item Subinventories page to assign a group of items to a particular subinventory.

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Step Action



11. When you click in the Description field, the description appears automatically.



14. You have successfully complete the Assigning Items to a Subinventory procedure.End of Procedure.

Viewing Item InformationYou can use the Find Item Information to quickly view all attributes categories, or revisions for an item. Depending upon the functional security assigned to your responsibility, you can view the information for an item in a single organization, a sine organization and its master organization, or across all organizations. The functional security assigned to your responsibility determines for which organizations you can view item information.

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In this example, we will view the Inventory Planning Method across all organizations for item AS18947.

Procedure

Step Action

1. Begin by navigating to the Find Item Information page.Click the vertical scrollbar.



4. Click the Items: Item Information link.

5. Use the Find Item Information page to set the viewing criteria for viewing item information. When you select All you can view information for an item in all organizations where it is defined depending on your functional security.

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Step Action

6. Click the All list item.

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Step Action



9. You can select the attribute group to view. These are the tabs that appear on the Master Item page.

10. Click in the Group field.

11. Enter the desired information into the Group field. Enter "General Planning".

12. Click in the Attribute field.

13. Enter the desired information into the Attribute field. Enter "Inventory Planning Method".

14. Click the Attributes button.

or Press [Alt+i].

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Step Action

15. Use the Item Attributes page to view item information. You can see on this page that the item is not planned in organization E3, but is planned in Organizations E1 and E2.

16. You have completed the Viewing Item Information procedure.End of Procedure.

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Lot ControlA lot can represent a quantity of an item that shares the same specifications, one or more receipts from the same vendor, or whatever you choose. You can divide each lot into child lots that can reflect whatever characteristics you choose for items within the lot. For example, you may divide a lot of items form a vendor into child lots to reflect differences in quality specifications. When you allocate stock for production, you can allocate specific lots to a production batch based on the potency, age or other item characteristics. Oracle Inventory provides complete lot number support for inventory transactions. You can enable lot control for specific items in your inventory. For items under lot control, you can assign lot numbers to each receipt, and thereafter reference the same lots each time you perform material transactions. This enables you to have tight control over lot-controlled items in your inventory.

You must assign lot numbers when you receive items under lot control. You can also add quantities to existing lot numbers and split an inventory receipt into several lots. Oracle Inventory uses the default lot generation method that you entered in the Organization Parameters window to determine lot numbers. You also enter the lot prefix and starting lot number in the Item Master window when you create an item.

When you issue an item under lot control from inventory, you must specify a lot number for the item. You can specify more than one lot to cover the transaction quantity. If you attempt to transact an item to or from an expired lot, a warning message appears, but the system does not prevent you from using the lot.

Upon completion of this lesson, you will be able to:• Set up lot control.• Create a new lot.• Display lot information.• Update lot information.• Assign lot numbers within transactions.• Define lot action codes.• View lot genealogy.

Updating Lot InformationYou can use the Item Lots page you can update the following information:• Material Status- if the lot is under material status control.• Grade- if the lot is under grade control.• Origination date• Expiration date- if the lot is under shelf life control.• Expiration action date- if the lot is under shelf life control• Action code- if the lot is under shelf life control• Retest date• Maturity date• Hold date• Disable the lot

In this example, you will disable a lot.

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Procedure

Step Action

1. Begin by navigating to the Find Lots/Jobs page.Click the vertical scrollbar.



4. Click the Report Types link.

5. Use the Find/Lots Jobs page to search for existing lots.

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Step Action




or Press [Alt+d].

9. Use the Item Lots page to update lot information.

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Step Action

10. Click the horizontal scrollbar.

11. Click the Disabled option.


13. You have completed the Updating Lot Information procedure.End of Procedure.

Setting Up Lot ControlBefore you can use lot control, you must perform the following setup activities: • Setup item lot control- You can establish lot control for an item when you define it. • Establish lot number uniqueness- You use the Organization Parameters page to specify whether lot numbers should be unique for an item.• Establish lot expiration (shelf life control) (optional)- Shelf life is the amount of time that an item can reside in inventory before it expires. • Determine whether to automatically generate lot numbers (optional)- You use the Organization Parameters page to specify how to generate lot number defaults. In this example, you will create an item, establish full lot control, and establish lot expiration control.

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Procedure

Step Action





5. Use the Master Item page to create items and set item attributes.

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Step Action




9. Enter the desired information into the Description field. Enter "Lot-controlled Finished Good".


or Press [Alt+T].


or Press [C].

12. Use the Copy From page to copy information from an existing item template, and overlay the item information on the template to the new item definition.

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Step Action




or Press [Alt+A].


or Press [Alt+D].

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Step Action


18. Click the Control list.

19. When you enable Full Control for an item, you can track inventory balances by lot number. You must specify a lot number for issues and receipts. You can establish lot number control only if no on-hand quantity for the item exists. If you establish lot control at the Master Item level, then the system checks for on-hand quantity in all child organizations.

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Step Action

20. Click the Full Control list item.

21. This is the starting prefix for the lot. When you set Lot Number Generation at item level in the Organization Parameters page, then the system uses this prefix when you define a lot number for the item.

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Step Action

22. Click in the Starting Prefix field.

23. Enter the desired information into the Starting Prefix field. Enter "A".

24. This is the starting lot number. When you set Lot Number Generation to At Item Level in the Organization Parameters page, the system uses this number as the starting lot number. When you create additional lots for the item, the system increments each succeeding lot.

25. Click in the Starting Number field.

26. This is the number of days added to the lot creation date to determine the lot maturity date. If you do not enter a number, then the system assumes the lot is mature at creation.

27. Click in the Maturity Days field.

28. Enter the desired information into the Maturity Days field. Enter "2".

29. This is the number of days added to the lot creating date before you can release the lot. If you do not enter a number, then the system assumes the you can use the lot immediately.

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Step Action

30. Click in the Hold Days field.

31. Enter the desired information into the Hold Days field. Enter "0".

32. Lot Expiration Control governs how long items in a given lot remain available. You cannot change lot expiration control if on-hand quantity exists. If lot expiration is controlled at the Item Master level, then the system checks for on-hand quantity against all child organizations.

33. Click the Lot Expiration Control list.

Step Action

34. Click the Shelf life days list item.

35. This is the number of days each lot is active. At receipt, the system adds the shelf life days to the days to the system date to determine the expiration date.

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Step Action

36. Click in the Shelf Life Days field.

37. Enter the desired information into the Shelf Life Days field. Enter "8".


39. You have now completed the Setting Up Lot Control procedure.End of Procedure.

Displaying Lot InformationYou use the Item Lots page to view lot information. You can choose to enter search criteria, or leave the search criteria blank. If you leave the search criteria blank, then the system searches for all lots within the organization. In this example, you will search for all lots within the organization.

Procedure

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Step Action

1. Begin by navigating to the Find Lots/Jobs page. Click the vertical scrollbar.




5. Use the Find/Lots Jobs page to search for existing lots.

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Step Action


or Press [Alt+d].

7. The Item Lots page depicts information about the lots within the organization such as lot number, item number, and lot status.

8. You have completed the Displaying Lot Information procedure.End of Procedure.

Defining Lot Action CodesLot action codes determine the action that you perform on a lot when it expires.

In this example, you will create the lot action code discard.

Procedure

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Step Action

1. Begin by navigating to the Maintain Actions page.Click the vertical scrollbar.



4. Click the Action Codes link.

5. You use the Action Codes page to define lot expiration actions. You can assign a lot action to an item if you set the item attribute shelf life control on the Master Item page. You can determine a default expiration action on the Master Item page, or assign expiration actions on the Lot Master, or when you transact the item. The system does not perform these actions, but notifies you of the action to take on the lot.

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Step Action


7. Click in the Action Code field.

8. Enter the desired information into the Action Code field. Enter "DISC".

9. Click in the Action Description field.

10. Enter the desired information into the Action Description field. Enter "Discard".


12. You have completed the Defining Lot Action Codes procedure.End of Procedure.

Creating a New LotYou use the Edit Item Lots window to create new lots manage existing lot information. You can use the Edit Item Lots window to create new lots before you receive material in the warehouse.

In this example, you will generate a new lot for an item.

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Procedure

Step Action

1. Begin by navigating to the Find Lots/Jobs page.Click the vertical scrollbar.




5. Use the Find Lots/Jobs page to search for existing lots and to create new lots.

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Step Action


or Press [Alt+N].

7. Use the Edit Item Lots page to generate new lots. The only items eligible are items under lot control.

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Step Action



10. After you enter the item for which you want to generate the lot, you must click in the Lot, field. If you do not click in the Lot, field then the Generate Lot button does not appear.

11. Click in the Lot field.

12. Click the Generate Lot button.

or Press [Alt+G].


14. You have completed the Creating a New Lot procedure. End of Procedure.

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Assigning Lot Numbers Within TransactionsYou can choose lot numbers for the line item quantity to issue or receive You can view the Lot Entry page only if the item is under lot control. You can choose to assign an existing lot or generate a new lot for the transaction.

In this example, you will perform a miscellaneous receipt of an item and assign an existing lot to the transaction.

Procedure

Step Action

1. Begin by navigating to the Miscellaneous Transaction page.Click the vertical scrollbar.


3. Click the Miscellaneous Transaction link.

4. Use the Miscellaneous Transaction page to perform different types of transactions. In this case, you are going to receive material in to a subinventory.

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Step Action


6. Enter the desired information into the Type field. Enter "Miscellaneous receipt".

7. This is the GL account to which you are going to charge the transaction.

8. Click in the Account field.

9. Enter the desired information into the Account field. Enter "01-580-7740-0000-000".

10. Click the Transaction Lines button.

or Press [Alt+r].

11. Use the Miscellaneous receipt page to enter item, subinventory, and quantity information about the item you are going to receive.

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Step Action



14. Click in the subinventory field.

15. Enter the desired information into the subinventory field. Enter "FGI".

16. Click in the Quantity field.

17. Enter the desired information into the Quantity field. Enter "600".

18. Click the Lot / Serial button.

or Press [Alt+r].

19. Use the Lot Entry page to enter lot transaction information for items under lot control. You can also use this page to generate new lots.

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Step Action

20. Click in the Lot Number field.

21. Enter the desired information into the Lot Number field. Enter "S00247".




or Press [Alt+D].

25. You have completed the Assigning Lot Numbers Within Transactions procedure.End of Procedure.

Viewing Lot GenealogyLot genealogy tracks the relationship between lots and provides lot traceability that results from inventory transactions. This includes all lot splits, merges, and translations.

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Lot genealogy also enables you to view where a particular lot is used. For example, one of you suppliers information you that they supplied with contaminated sugar, which needs to be recalled, and you used this sugar as an ingredient in the production of doughnuts. You can use lot genealogy to find each lot of doughnuts that contain the contaminated lots of sugar.

In this example, you will view the material transactions and existing reservations for a lot.

Procedure

Step Action

1. Begin by navigating the Find Lots/Jobs page.Click the vertical scrollbar.




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Step Action

5. Use the Find Lots/Jobs page to search for existing lots.

Step Action


7. Enter the desired information into the Item field. Enter "PT55166".


or Press [Alt+d].

9. Use the Item Lots page to view information about existing lots. Before you can view lot genealogy, you must select an existing lot.

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Step Action

10. Click in the Lot field.

11. Click the View Genealogy button.

or Press [Alt+i].

12. The Genealogy page depicts the genealogy of a particular lot. The Lot Attributes tab contains information about the lot. The Item Details alternative region contains information about the item and the Lot alternative region contains information about the lot. The Origination alternative region provides information about where the lot was created and the types of transaction that you used to receive it in to inventory. It also provides the document type that you used to receive it into inventory.

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Step Action

13. Click the Material Transactions tab.

14. The Transaction Details alternative region displays item transaction information such as the transaction date, subinventory and transaction type. In this case, there were two Intransit Shipments, and a Miscellaneous receipt performed on the lot.

15. Click the Reservations button.

or Press [Alt+R].

16. You can view existing reservations for a lot. When you click the Reservations button in the Genealogy page, you access the Item Reservation page. In this case, there are two reservations exist for the item.

17. You have completed the Viewing Lot Genealogy procedure.End of Procedure.

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Serial ControlA serial number is an alphanumeric piece of information that you assign to an individual unit of an item. You use serial numbers to track individual item units. Serial number control is a system technique for enforcing the user of serial numbers during a material transaction. You can use serial numbers to track items over which you want to maintain very tight control. One serial number is assigned per unit of an item.

Upon completion of this lesson, you will be able to:• Set up serial number control.• Generate serial numbers.• Assign serial numbers.• Maintain serial number information.• View serial number genealogy.

Setting Up Serial Number ControlBefore you can use serial number control you must set the item attributes and organization parameters. You establish serial number control for an item when you define it on the Master Item page.

In this example, you will create an item and set predefined as the serial control option.

Procedure

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Step Action

1. Begin by navigating the Master Item page.Click the vertical scrollbar.




5. Use the Master Items page to create new items.

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Step Action




9. Enter the desired information into the Description field. Enter "Serial Controlled Item".


or Press [Alt+T].


or Press [C].

12. Use the Copy From page to copy information from an existing item template, and overlay the item information on the template to the new item definition.

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Step Action



or Press [Alt+A].


or Press [Alt+D].

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Step Action


17. Click the Generation list.

18. When you select Predefined as the serial control type, you must predefine serial numbers for the item.

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Step Action

19. Click the Predefined list item.

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Step Action

20. Click in the Starting Prefix field.

21. Enter the desired information into the Starting Prefix field. Enter "AA".

22. Click in the Starting Number field.

23. Enter the desired information into the Starting Number field. Enter "0000".


25. Click the Org Assign button.


27. Click the Vertical scrollbar.



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Step Action

30. You have completed the Setting Up Serial Number Control procedure.End of Procedure.

Maintaining Serial Number InformationYou use the Serial Numbers page to update supplier information associated with you serial numbers. You can also view all serial numbers created in you current organization. In addition you can view the location and status information and update supplier information associated with your serialized units.

In this example, you will view the serial information for an item.

Procedure

Step Action

1. Begin by navigating the Find Serials page.Click the Vertical scrollbar.

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Step Action



4. Click the Serial Numbers link.

5. Use the Find Serials page to search for existing serial numbers.

Step Action


7. Enter the desired information into the Item field. Enter "WM579".



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Step Action

or Press [Alt+i].

10. You use the Serial Numbers page to view information about the serial number such as where it resides.

Step Action

11. Click the Serial Info tab.

12. The Serial Info tab contains the serial state, status receipt date, ship state and associated attributes. The inventory state can be: Defined but not used, Resides in Inventory, Issued out of Stores, or Resides in Intransit.

13. You have completed the Maintaining Serial Number Information procedure.End of Procedure.

Generating Serial NumbersThe process of generating serial numbers does not assign serial numbers to units inventory, but reserves specific serial numbers for an item for later use. When you run the serial number generation program, if you have the same serial prefix number across organizations, the

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concurrent program searches across organizations and generates serial numbers using the highest start numbers across the organizations.

In this example, you will generate 1000 serial numbers.

Procedure

Step Action

1. Begin by navigating the Generate Serial Numbers page.Click the vertical scrollbar.



4. Click the Generate Serial Numbers link.

5. Use the System Items page to enter the item for which you want to generate serial numbers.

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Step Action



8. Click the OK button.

or Press [Alt+O].

9. Use the Parameters page to enter the serial quantity to generate.




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Step Action

or Press [Alt+O].

13. Use the Generate Serial Numbers page to submit the concurrent request to generate serial numbers.

14. Click the Submit button.

or Press [Alt+m].

15. Click the No button.

or Press [Alt+N].

16. You have completed the Generating Serial Numbers procedure.End of Procedure.

Assigning Serial NumbersYou must assign serial numbers whenever you receive items under serial number control into inventory. Once you assigning a serial number to an item, the combination of the serial number and the item is an entity known as a serialized unit. From that point on, the system tracks all movements.

In this example, you will assign a range of serial numbers to an item.

Procedure

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Step Action

1. Begin by navigating to the Find Expected Receipts page.Click the vertical scrollbar.



4. Click the Receipts link.

5. Use the Find Expected Receipts page to search for expected receipts.

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Step Action

6. Click in the Item Number field.

7. Enter the desired information into the Item Number field. Enter "WM579".


or Press [Alt+n].

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Step Action

9. Click the Close button.

10. Use the Receipts page to enter information about your receipt such as subinventory and locator information.

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Step Action

11. Click the Select Line option.




15. Click in the Locator field.

16. Enter the desired information into the Locator field. Enter "1.2.2".

17. Click the Lot - Serial button.

18. Use the Serial Entry page to assign serial numbers to items upon receipt.

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Step Action

19. Click in the Starting Serial Number field.

20. Enter the desired information into the Starting Serial Number field. Enter "100".

21. When you click in the End Serial Number field, the end serial number appears automatically.

22. Click in the Ending Serial Number field.


or Press [Alt+D].

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Step Action


25. You have completed the Assigning Serial Numbers procedure.End of Procedure.

Viewing Serial Number GenealogySerial genealogy tracks the transaction and multilevel composition history of an serial-controlled item from receipt to customer sale.

In this example, you will view the material transactions for an item.

Procedure

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Step Action

1. Begin by navigating to the Find Serial page.Click the vertical scrollbar.


3. Click the Serial Numbers link.

4. User the Find Serials page to search for existing serial numbers.

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Step Action


6. Enter the desired information into the Item field. Enter "WM579".



or Press [Alt+i].

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Step Action


10. Use the Serial Numbers page to access the Genealogy page. You must select a serial number for which to view the genealogy.

11. Click in the Serial field.

12. Click the View Genealogy button.

or Press [Alt+i].

13. Use the Genealogy page to view the serial genealogy. The Item Details alternative region contains information about the item such as the time number and organization where the item resides. The Serial Details alternative region contains information about the particular serial number such as the serial state, and current serial material status.

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Step Action

14. Click the Material Transactions tab.

15. The Transaction Details alternative region displays item transaction information such as the transaction date, subinventory, and transaction type.

16. You have completed the Viewing Serial Number Genealogy procedure. End of Procedure.

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Material Status ControlMaterial status control restricts the movement and usage of portions of on-hand inventory. Using material status control enables you to control whether you can pick or ship an internal order or sales order, or issue material for a work order. You can also specify whether material needs to be quarantined until you inspect it. In addition, you can determine whether products with a particular status can be reserved, included in available to promise calculations, or netted in production planning. You can assign material statuses at four levels: subinventory, locator, lot, and serial.

You assign subinventory and locator statuses in the subinventory and locator windows. The location status applies to the material in the location and not the location itself. To assign a material status to a lot or serial, you must first enable the item attributes Lot Status Enabled, and Serial Status Enabled on the Master Item window. You can also optionally assign a default lot or serial status to an item on the Master Item window. When you received the item, the system automatically assigns the default lot or serial status to the item. The lot or serial status remains the same through all inventory transactions including organizations transfers. If necessary, you can change the material status at receipt, or use the Material Workbench or Mobile Status Update page to modify the material status.

Upon completion of this lesson, you will be able to setup material status control.

Setting Up Material Status ControlA material status is a combination of transactions and planning actions that you choose to disallow in a particular circumstance.

In this example, you will create a material status definition for an immature item. You do not want to do not want to allow items in this status to be available to be shipped external customers. Items should however be available to internal customers and should be able to be transacted through the supply chain.

Procedure

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Step Action

1. Begin by navigating to the Material Status Definition page.Click the vertical scrollbar.



4. Click the Transactions: Material Status link.

5. Use the Material Status Definition page to associate allowed and disallowed transactions. Disallowed transactions and planning actions are cumulative. When you setup transaction types, you determined whether some transactions can be restricted by material status. the transactions for which you enable status control in the Transactions Types page appear in the Material Status Definition page. If you do not enable status control for a transaction type, then the transaction type is always allowed. You can also assign the planning attributes Allow Reservations, Include in ATP and Nettable to the material statuses you create. If the system finds a status that disallows the transaction, whether at the serial, lot locator, or subinventory level, the transaction fails.

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Step Action


7. Enter the desired information into the Name field. Enter "Immature".


9. Enter the desired information into the Description field. Enter "Immature material status not available for customer sale".

10. When you select this check box the system includes all material in this status in all available to promise calculations.

11. Click the Include in ATP option.

12. When you select Nettable, the system includes material in this status in all nettable calculations.

13. Click the Nettable option.

14. When you select this check box, the system uses the allows you assign this status at the subinventory level.

15. Click the Subinventory option.

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Step Action

16. When you select this check box, the system uses the allows you assign this status at the locator level.

17. Click the Locator option.

18. When you select this check box, the system uses the allows you assign this status at the lot level.

19. Click the Lot (G) option.

20. Click the Perform miscellaneous issue of material list item.

21. When you click the >(A) button it moves the transaction from the Allowed Transactions column to the Disallowed Transactions column.

22. Click the >(A) button.

or Press [Alt+A].

23. Click the Planning Transfer list item.


or Press [Alt+A].

25. Click the Ship Confirm external Sales Order list item.


or Press [Alt+A].

27. Click the Transfer to Regular list item.


or Press [Alt+A].


30. You have completed the Setting Up Material Status Control procedure.End of Procedure.

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Transaction SetupA transaction is an item movement into, within, or out of inventory. A transaction changes the quantity, location, planning responsibility, or cost of an item. Oracle Inventory supports a number of predefined and user-defined transaction types. Every material movement has a corresponding set of accounting transactions that Oracle Inventory automatically generates. All transactions validate the various controls (revision, locator, lot, dual unit of measure, and serial number) you enable for your items. You must set certain controls and options before you can perform inventory transactions. Upon completion of this lesson, you will be able to:• Define and update transaction types.• Define transaction reasons.• Define account aliases.• Define consumption transaction rules.

Defining Consumption Transaction RulesYou use the Consumption Setup page to designate which transaction to use when you consuming consigned or vendor-managed inventory. You can make your rules as generic or specific as you like.

In this example, you will create a consumption transaction rule based on a subinventory transfer.

Procedure

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Step Action

1. Begin by navigating to the Consumption Set Up page.Click the vertical scrollbar.



4. Click the Consigned/VMI Consumption link.

5. You use the Consumption Setup page to designate which transaction to use when you consuming consigned or vendor-managed inventory.

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Step Action


7. Click in the Transaction Type field.

8. Enter the desired information into the Transaction Type field. Enter "Subinventory Transfer".

9. The Weight value enables you to set the processing order. For example, if three transactions satisfy the transaction criteria, then the system processes the transaction with the highest weight.

10. Click in the Weight field.

11. Enter the desired information into the Weight field. Enter "2".

12. Click in the Organization field.

13. Enter the desired information into the Organization field. Enter "M2".

14. Click the Consume Consigned option.

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Step Action

15. Click in the Owning Party field.

16. Enter the desired information into the Owning Party field. Enter "Goodway-SAN FRANCISCO".

17. Click in the From Subinventory field.

18. Enter the desired information into the From Subinventory field. Enter "FGI".


20. Click in the To Subinventory field.

21. Enter the desired information into the To Subinventory field. Enter "FGI".




25. You have completed the Defining Consumption Transaction Rules procedure.End of Procedure.

Defining Account AliasesAn account alias is an easily recognized name or label that represents a general ledger account number. You can view report, and reserve against an account alias. During a transaction, you cause the account alias instead of an account number to refer to the account.

In this example, you will create a miscellaneous account alias.

Procedure

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Step Action

1. Begin by navigating to the Account Aliases page.Click the vertical scrollbar.



4. Click the Account Aliases link.

5. Use the Account Aliases page to create inventory account aliases GL accounts. You must create an inventory account alias if you wish to use an alias for that GL account in inventory transactions.

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Step Action


7. Enter the desired information into the Name field. Enter "miscellaneous".


9. Enter the desired information into the Description field. Enter "miscellaneous account".

10. This is the general ledger account to which you charge all transaction that use this account alias. You can change this account only if the account alias has not been referenced.


12. Enter the desired information into the null field. Enter "01-110-6100-0000-000".


14. You have completed the Defining Account Aliases procedure.End of Procedure.

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Defining Transaction TypesA transaction type is the combination of a transaction source type and a transaction action. It is used to classify a particular transaction for reporting and querying purposes. Oracle Inventory also uses transaction types to identify certain transaction to include in historical usage calculations for ABC analysis or forecasting.

In this example, you will create transaction type for a goodwill donation.

Procedure

Step Action

1. Begin by navigating the Transaction Types page.Click the vertical scrollbar.


3. Click the Setup: Types link.

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Step Action

4. Use the Transaction Types page to define additional transaction types to customize transaction entry. A user-defined transaction type is a combination of a user-defined transaction source type and a predefined transaction action.

Step Action

5. Click the User tab.



8. Enter the desired information into the Name field. Enter "Issue to Charity".


10. Enter the desired information into the Description field. Enter "Issue to Goodwill".

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Step Action

11. Click in the Source Type field.

12. Enter the desired information into the Source Type field. Enter "Charity".

13. Click in the Action field.

14. Enter the desired information into the Action field. Enter "Issue from stores".


16. Select the Status Control check box to enable material status control for this transaction type.

17. Click the Status Control option.


19. You have completed the procedure Defining Transaction Types.End of Procedure.

Defining Transaction ReasonsA transaction reason is a standard means of classifying or explaining the reason for a transaction.

Consider this scenario: You have a pick slip that requires you to pick material from a locator. There is not enough material in the locator for the pick. When you pick the material from the locator, it does not satisfy your requirement. You need a transaction reason to justify why you did not meet the requirement. In this example, you will create a transaction reason.

Procedure

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Step Action

1. Begin by navigating to the Transaction Reasons page.Click the vertical scrollbar.



4. Click the Setup: Reasons link.

5. Use the Transaction Reasons page to define transaction exceptions. Transaction reasons can be used in all desktop transaction pages and mobile pages. You can use transaction treason with any type of material transaction.

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Step Action



8. Enter the desired information into the Name field. Enter "Under".


10. Enter the desired information into the Description field. Enter "Under pick due to inventory shortage".


12. You have completed the Defining Transaction Reasons procedure.End of Procedure.

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TransactionsA transaction is an item movement into, within, or out of inventory. A transaction changes the quantity, location, planning responsibility, and cost of an item.

Oracle Inventory supports a number of predefined and user-defined transaction types. Every material movement has a corresponding set of accounting transaction that Oracle Inventory automatically generates. All transactions validate the various controls (revisions, locator, lot number, serial number, and secondary unit of measure) you enable for items.

Upon completion of this lesson, you will be able to:• Transfer between subinventories.• Perform miscellaneous transactions.• Transfer directly between organizations.• Transfer between organizations using intransit processes.• Perform planning transfer transactions.• View potential shortages.• View and maintain movement statistics.• View material transactions.• View pending transactions.

Viewing Potential ShortagesA material shortage occurs whenever unsatisfied demand exceeds available quantify for incoming supply. In this example, you will view potential shortages.

Procedure

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Step Action

1. Begin by navigating to the Find Potential Shortages page.Click the vertical scrollbar.



4. Click the View Potential Shortage link.

5. You use the Find Potential Shortages page to search for potential shortages of items for which there is outstanding demand in the organization. You can search by jobs and schedules, sales orders, or both. You can also search by individual item. You can leave all search criteria blank and search for potential shortages across your entire organization. This however, can take a significant amount of time.

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Step Action


7. Enter the desired information into the Item field. Enter "CM66372".


or Press [Alt+i].

9. The View Potential Shortages page displays a summary of the potential shortage. It shows the Demand Type (job schedule or order) and Identifier ( job number or order number) as well as the quantity.

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Step Action

10. Click the Supply/Demand button.

or Press [Alt+S].

11. The Supply/Demand Detail page depicts detailed information about the item. It shows the available quantity as well as from which the demand originated.

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Step Action

12. Click the File menu.

or Press [Alt+F].

13. Click the Close Form menu.

or Press [C].

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Step Action


or Press [Alt+D].

15. The View Discrete Jobs page shows the details about the discrete job that is causing the demand shortage.

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Step Action

16. Click the File menu.

or Press [Alt+F].

17. Click the Close Form menu.

or Press [C].

18. You have completed the Viewing Potential Shortages procedure.End of Procedure.

Viewing Pending TransactionsUse the Pending Transactions page to view, edit, and correct pending transactions before validation.

In this example, you will view a pending move order transaction.

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Procedure

Step Action

1. Begin by navigating to the Find Pending Transactions page.Click the vertical scrollbar.


3. Click the Pending Transactions link.

4. Use the Find Pending Transactions page to search for pending transactions.

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Step Action


6. Enter the desired information into the Transaction Type field. Enter "Move Order Transfer".


or Press [Alt+i].

8. Use the Pending Transactions page to view all pending transactions. Use it to view information about the item, the transaction quantity, the transaction source, and so on.

Page 227


Step Action


or Press [Alt+o].

10. Use the Transaction Lots page to view lot information for a pending lot transaction.

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Step Action

11. Click the Serial button.

or Press [Alt+r].

12. Use the Serial Numbers page to view serial information for a pending serial transaction.

13. You have completed the Viewing Pending Transactions procedure.End of Procedure.

Viewing Material TransactionsYou can view detail associated with inventory transactions. You can search for transaction information by entering a combination of search criteria.

In this example, you will search for all transaction performed on item AS18947 in the last six months.

Page 229


Procedure

Step Action

1. Begin by navigating to the Find Material Transactions page. Click the vertical scrollbar.


3. Click the Material Transactions link.

4. Use the Find Material Transactions page to enter your material transaction search criteria. You can choose to search on a variety of information.

Page 230


Step Action

5. Enter the desired information into the From Date: Transaction Dates field. Enter "28-SEP-2008 00:00:00".




or Press [Alt+i].

9. The Location tab of the Material Transactions page depicts where the item currently resides as well as item information, consigned and VMI information, and transaction information.

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Step Action





14. Click the Intransit tab.

15. The Intransit tab displays the item, shipment number, waybill, and air number, freight code, container quantity, and transaction type information.


17. Click the Reason, Reference tab.

18. The Reason, Reference tab displays the reason for the transaction if you entered one, error code, costed indicator, supplier lot, source code, source line ID, and transaction type information.

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Step Action





23. Click the Transaction ID tab.

24. The Transaction ID tab displays the item and transaction information.








32. Click the Transaction Type tab.

33. The Transaction Type tab displays the item, transaction source type information, and transaction information.


35. Click the Consumption Advice tab.

36. The Consumption Advice tab displays the consigned and vendor-managed information.



Page 233


Step Action

39. Click the Distributions button.

or Press [Alt+b].

40. Use the Material Transaction Distributions page to view detailed information about the transactions. You use the Account tab to view the account information associated with transaction as well as the transaction value and transaction type.

Step Action

41. Click in the Transaction Date field.

42. Click the Location tab.

43. The Location tab gives detailed transaction location information including operation information if applicable.


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Step Action

45. Click the Type tab.

46. The Type tab displays the transaction type information.

47. Click in the Transaction Date field.

48. Click the Currency tab.

49. The Currency tab displays the currency information as well as the conversion rate if applicable.

50. Click in the Currency field.

51. Click the Comments tab.

52. The Comments tab displays information such as the transaction reason and transaction flow type if applicable.

53. Click in the Reason field.

54. You have completed the Viewing Material Transactions procedure.End of Procedure.

Transferring Directly Between OrganizationsYou use direct interorganization transfers to move inventory directly from a shipping organization to a destination organization. There is no intermediary step when you perform a direct interorganization transfer.

In this example, you will transfer an item directly to another organization.

Procedure

Page 235


Step Action

1. Begin by navigating to the Inter-organization Transfer page.Click the vertical scrollbar.


3. Click the Inter-organization Transfer link.

4. You use the Inter-organization Transfer page to enter information about the organization to which you are shipping. You can only enter valid organizations that you defined on the Shipping Networks window. You use this page to enter both direct interorganization transfers and intransit shipments. You use the Type field to choose which type of shipment.

You must also enter the shipment number for an intransit shipment. The shipment number uniquely identifies and item or group of items to transfer.

Page 236


Step Action

5. Click in the To Org field.

6. Enter the desired information into the To Org field. Enter "B2".


8. Enter the desired information into the Type field. Enter "Direct Org Transfer".


or Press [Alt+r].

10. You use the Direct Org Transfer page to enter information about items you transfer between organizations. You enter the shipping subinventory and optionally the destination subinventory.

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Step Action





15. Click in the To Subinv field.

16. Enter the desired information into the To Subinv field. Enter "Consigned".





Page 238


Step Action

or Press [Alt+r].

21. You use the Lot Entry page to enter lot numbers when you transfer lots. You can choose to generate new lots or transfer existing lots.

Step Action

22. Click in the Lot Number field.

23. Enter the desired information into the Lot Number field. Enter "S00268".




or Press [Alt+D].

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Step Action


28. You have completed the Transferring Directly Between Organizations procedure. End of Procedure.

Transferring Consigned and VMI MaterialYou use the Consigned Transactions page to transfer ownership of consigned inventory. You can transfer ownership of consigned material to or from a supplier.

In this example, you will transfer ownership from a supplier to regular stock.

Procedure

Page 240


Step Action

1. Begin by navigating to the Consigned Transactions page.Click the vertical scrollbar.


3. Click the Consigned Transactions link.

4. On the Consigned Transactions page you choose which Type of ownership transfer you would like to perform. You can transfer ownership from a supplier (Transfer to Regular) or to a supplier (Transfer to Consigned).

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Step Action


6. Enter the desired information into the Type field. Enter "Transfer to Regular".


or Press [Alt+r].

8. The Transfer to Regular page enables you to transfer material to general stock. You enter the item, subinventory, and owning party information.You must also review the availability fields before you transfer the item. The available quantity is the quantity on hand minus all reservations for the item.

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Step Action




12. Enter the desired information into the Subinventory field. Enter "RIP".

13. Click in the Owning Party field.

14. Enter the desired information into the Owning Party field. Enter "Pittsburgh Electronics - Bridgeville".





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Step Action

19. You have completed the Transferring Consigned and VMI Material procedure. End of Procedure.

Transferring Between SubinventoriesYou use the Subinventories Transfers page to transfer material within your current organization between subinventories or between two locators within the same subinventory. In this example, you will transfer an item between two subinventories.

Procedure

Step Action

1. Begin by navigating to the Subinventory Transfers page.Click the vertical scrollbar.


Page 244


Step Action

3. Click the Subinventory Transfer link.

4. You use the Subinventory Transfer page to select the type of subinventory transfer to perform. The available choices are subinventory transfer and backflush transfer. When you transfer between subinventories, you can transfer from asset to expense subinventories as well as from tracked to non-tracked subinventories. If an items has a restricted lists of subinventories, then you can transfer the item from and to subinventories on that list. The system allows you to use user-defined transaction types when you perform a subinventory transfer.

Step Action


6. Enter the desired information into the Type field. Enter "Subinventory Transfer".


or Press [Alt+r].

Page 245


Step Action

8. You use the Subinventory Transfer page to enter the from and to subinventory information. Optionally, you can enter a transaction reason on this page as well. If the item is under lot or serial control you can enter the lot control, you can enter the lot information directly on this page, or you can access the Lot Entry page from this page as well. If the item is under serial control, you can access the Serial Entry page from this page.

Step Action






Page 246


Step Action



16. Enter the desired information into the To Subinv field. Enter "Stores".


18. You have completed the Transferring Between Subinventories procedure.End of Procedure.

Transferring Between Organizations Using Intransit ProcessesYou use intransit shipments when the transportation times between organizations is significant.

In this example you will transfer an item to another organization.

Procedure

Page 247


Step Action

1. Begin by navigating to the Inter-organization Transfer page.Click the vertical scrollbar.


3. Click the Inter-organization Transfer link.

4. You use the Inter-organization Transfer page to enter information about the organization to which you are shipping. You can only enter valid organizations that you defined on the Shipping Networks page. You use the Type field to choose which type of shipment.

You enter the shipment number for an intransit shipment. The shipment number uniquely identifies and item or group of items to transfer.

Step Action

5. Click in the To Org field.

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Step Action

6. Enter the desired information into the To Org field. Enter "Boston Manufacturing".


8. Enter the desired information into the Type field. Enter "Intransit Shipment".

9. Click in the Number field.

10. Enter the desired information into the Number field. Enter "4567".


or Press [Alt+r].

12. You use the Intransit Shipment page to enter information about the item. You enter the shipping subinventory, and optionally enter the destination subinventory if you know it at the time of shipment.

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Step Action






18. Enter the desired information into the To Subinv field. Enter "Stores".




22. You have completed the Transferring Between Organization Using Intransit Processes procedure.End of Procedure.

Performing Planning Transfer TransactionsVendor managed inventory is a procurement and planning practice in which you delegate key inventory management functions to one or more supplies under this aggrievement, the supplier determines the items, quantities,s and delivery schedules on your behalf based on information the supplier receives from your inventory and procurement systems.

In this example, you will perform a planning transfer transaction.

Procedure

Page 250


Step Action

1. Begin by navigating to the Planning Transfer page.Click the vertical scrollbar.


3. Click the Transactions: Planning Transfer link.

4. Planning Transfers enable you to assume the planning responsibility from the supplier. This transaction does not move goods, it changes the planning organization from the supplier site to the internal organization that holds the goods. After you perform a planning transfer and run collection, you supplier can no longer see the transferred quantity in the on-hand quantity column.

Page 251


Step Action


or Press [Alt+r].

6. You use the Planning Transfer page to information about the vendor-managed inventory to issue or receive.

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Step Action



9. This is the subinventory where the vendor managed inventory resides.


11. Enter the desired information into the Subinventory field. Enter "ConsignVen".

12. This is the planning party from which you will take over the planning responsibility.

13. Click in the Planning Party field.

14. Enter the desired information into the Planning Party field. Enter "Pittsburgh Electronics- BRIDGEVILLE".

15. Click in the UOM field.

16. Enter the desired information into the UOM field. Enter "BG".

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Step Action




20. You have completed the Performing Planning Transfer Transactions procedure.End of Procedure.

Performing Miscellaneous TransactionsMiscellaneous transactions enable you to issue material to individuals or projects that are not in inventory, receiving or work in process.

In this example, you will perform a miscellaneous receipt of an item.

Procedure

Page 254


Step Action

1. Begin by navigating to the Miscellaneous Transaction page.Click the vertical scrollbar.


3. Click the Miscellaneous Transaction link.

4. You use the Miscellaneous Transaction page to enter transactions that you normally do not process in day-to-day business. These could include a research and development group or an accounting department. You can also make manual adjustments to the general by receiving material from one account to inventory, and then issuing that material from inventory to another account.

Step Action


6. Enter the desired information into the Type field. Enter "Miscellaneous receipt".


Page 255


Step Action

8. This is the general ledger account to which you are going to charge the transaction.



or Press [Alt+r].

11. Use the Miscellaneous receipt page to receive stock in to inventory.

Step Action



14. Click in the subinventory field.

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Step Action

15. Enter the desired information into the subinventory field. Enter "Stores".




19. You have completed the Performing Miscellaneous Transactions procedure.End of Procedure.

Viewing Transaction SummariesYou can view transaction summaries for items transacted within a specified date range. You can use search criteria to further narrow the focus of the information summarized. You can use this information for input, output, and transaction history analysis.

In this example, you will view the transaction history for an item.

Procedure

Page 257


Step Action

1. Begin by navigating to the Summarize Transactions page.Click the vertical scrollbar.


3. Click the Transaction Summaries link.

4. Use the Summarize Transactions page to enter transaction search criteria.

Page 258


Step Action

5. Click in the From Date: Transaction Dates field.

6. Press [Backspace].

7. Enter the desired information into the From Date: Transaction Dates field. Enter "7".



10. Click the Summarize button.

or Press [Alt+i].

11. Use the Transaction Summaries page to view information about the transactions for the period of time you entered on the Summarize Transactions page. The Subinventory tab displays transaction subinventory information as well as the net quantity, net value, and net volume.

Page 259


Step Action

12. Click the Subinventory, Locator tab.

13. Use the Subinventory, Locator tab to view subinventory and locator transaction history.

14. Click the Source Type tab.

15. Use the Source Type tab to view the transaction source type.

16. Click the Transaction Type tab.

17. Use the Transaction Type tab to view the transaction type information.

18. Click the Action tab.

19. Use the Action tab to view the transaction action.

20. Click the Source / Transaction Type tab.

21. Use the Source / Transaction Type tab to view the transaction source and transaction type information.

Page 260


Step Action

22. Click the Right button.

Step Action

23. Click the Cost Group menu.

24. Use the Cost Group tab to group cost group information.

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Step Action

25. Click the Subinventory, Cost Group tab.

26. Use the Subinventory, Cost Group tab to view subinventory and Cost Group information.

27. You have completed the Viewing Transaction Summaries procedure.End of Procedure.

Page 262


On Hand and AvailabilityOn-hand quantity is the physical quantity that resides in your subinventory. For example, the Bulk subinventory has 1000 items that reside in it. Therefore, the on-hand quantity for the Bulk subinventory is 1000.

A reservation is a link between a supply source and a demand source. A reservation creates a permanent date link between a supply source and a demand source and represents a guaranteed allotment of material to a specified demand source. Item reservations prevent the allocation of material you previously set aside for a sales order account, account alias inventory allotment, user-defined source, process batch components, or maintenance and repair overhaul work order components.

Availability = on-hand quantity – reservations = pending transactions.

Upon completion of this lesson, you will be able to:• View on-hand quantities.• View status information.• View attribute information.• Perform a mass move.• Perform a status update.• Perform a cost group transfer.• Update a grade.• View item supply and demand information.• Create a reservation.

Viewing On-Hand QuantitiesYou use the Material Workbench page to view material in receiving, on hand quantities and inbound material.

In this example, you will view the material that resides in receiving for your organization.

Procedure

Page 263


Step Action

1. Begin by navigating to the Query Material page.Click the vertical scrollbar.



4. Click the On-hand Quantity link.

5. Use the Query Material page to look for your material. you can view material within your organization, or material across organizations.

You can search for three types of material, on hand, receiving and inbound. On-hand material resides in a storage location. Receiving material resides in a receiving subinventory and cannot be counted as on-hand quantity. Inbound material is en route to the warehouse.

Page 264


Step Action

6. Click in the Query field.

7. Click the On-hand option.

8. Click the Receiving option.


or Press [Alt+n].

10. The Material Workbench page contains two panes, the View By pane and the Quantity pane. You determine the information that appears on the View By pane when you select a view option on the Find Query page. The material location option that you select dictates which viewing option the information the Material Workbench page displays. When you View by receiving,you can only view by Location.

Page 265


Step Action

11. The material workbench tree shows the different types of inventory. It lists each type of material location as a different node under an organization. the information under each material location type differs. When you view material in a receiving location, you can see material in receiving sub inventories within the organization.

As you navigate through the tree structure, the information in the quantity pane changes. The quantity pane summarizes the material information at the next lower level from the current tree node. For example, if you select, the top-level Organizations node, then the quantity pane summarizes the information for each organization. If you select a particular organization, then the Quantity pane, displays information for the subinventories of the organization.

Step Action

12. Click an entry in the Organizations tree control.

13. Click an entry in the M1 tree control.

14. Click an entry in the Receiving tree control.

Page 266


Step Action












26. You have completed the Viewing On-hand Quantities procedure.End of Procedure.

Viewing Item Supply and Demand InformationYou use the Supply/Demand Detail page view the supply and demand information and the current and project available quantities of an item.

In this example, you will view projected supply and demand information.

Procedure

Page 267


Step Action

1. Begin by navigating to the Find Supply Demand Item page.Click the vertical scrollbar.



4. Click the Item Supply/Demand link.

5. Use the Supply Demand Item page to enter the item for which to review the supply and demand history.You can view the supply and demand information for all subinventories, ATP subinventories, or Net subinventories.

Page 268


Step Action




or Press [Alt+i].

9. Use the Supply Demand Detail page to view the supply and demand information for the item. You can see the supply or demand source type such as purchase order, sales order, and WIP discrete job. You can also see the identifier for the supply source or demand source such as the purchase order number or work in process discrete job number. In addition, you can see the quantity information for the item number.

Page 269


Step Action

10. Click in the Date field.

11. You have completed the Viewing Item Supply and Demand Information procedure.End of Procedure.

Viewing Item AvailabilityYou use the Material Workbench page to view item availability.

In this example, you will view item availability.

Procedure

Page 270


Step Action

1. Begin by navigating to the Material Workbench page.Click the vertical scrollbar.




5. Use the Query Material page to enter the search criteria which determines the information that you view on the Material Workbench page.

Page 271


Step Action

6. Click in the Item / Revision field.

7. Enter the desired information into the Item / Revision field. Enter "AS18947".


or Press [Alt+n].

9. Use the Material Workbench page to view where material is located in your organization.

Page 272


Step Action

10. Click the Availability button.

or Press [Alt+i].

11. Use the Availability page to view the item availability. You can view the total quantity, the number you can reserve, and the number you can transact. These numbers may differ based on existing reservations and material status control.

Page 273


Step Action

12. Click in the Material Location field.

13. You have completed the Viewing Item Availability procedure.End of Procedure.

Viewing Attribute InformationYou can use the Material Workbench page to view the attributes of a particular lot or serial.

In this example, you will view the lot attributes.

Procedure

Page 274


Step Action




4. Use the Query Material page to enter search criteria that determines what appears on the Material Workbench page.

Page 275


Step Action

5. Click the View By list.

Page 276


Step Action

6. Click the Lot list item.

Page 277


Step Action


8. Enter the desired information into the Item / Revision field. Enter "CM11222".


or Press [Alt+n].

10. The Material Workbench page provides you with information about the material in your organization.

Page 278


Step Action



13. Click the S00286 tree item.

14. Click the Attributes button.

or Press [Alt+A].

15. The Attributes page displays lot flexfield attribute information as well as lot categories.

Page 279


Step Action

16. Click in the Attribute field.

17. You have completed the Viewing Attribute Information procedure.End of Procedure.

Updating a GradeYou can use the Material Workbench page to update the grade of a lot and grade controlled item.

In this example, you will update a grade.

Procedure

Page 280


Step Action






Page 281


Step Action


7. To update the grade of a lot, you must View By grade.

8. Click the View By list.

Page 282


Step Action

9. Click the Grade list item.

Page 283


Step Action


11. Enter the desired information into the Item / Revision field. Enter "Strawberries".



or Press [Alt+n].

14. The Material Workbench page enables you to view items in your organization. When you view by grade, you can see all of the items in your organization under lot and grade control.

Page 284


Step Action

15. Click an entry in the Grade tree control.

16. Click an entry in the B tree control.


18. Click an entry in the Strawberries tree control.

19. Click the S00287 tree item.


or Press [Alt+T].

21. Click the Grade Update menu.

or Press [G].

Page 285


Step Action

22. The Grade Update Details page enables you to update the grade of a lot. You enter the new grade and the reason for the change. When you change the grade, it changes the grade for the entire lot.

Step Action

23. Click in the To Grade field.

24. Enter the desired information into the To Grade field. Enter "A".

25. Enter the desired information into the Reason field. Enter "Inspected".

26. Click the Update button.

or Press [Alt+U].


Page 286


Step Action

or Press [Alt+O].

28. You have completed the Updating a Grade procedure.End of Procedure.

Performing a Status UpdateUse the Status Update Details page to update material status details.

In this example, you will update a status.

Procedure

Step Action


Page 287


Step Action





Step Action



Page 288


Step Action

8. Click an entry in the Organization tree control.


10. Click an entry in the On-hand tree control.

11. Click the Defective tree item.


or Press [Alt+T].

13. Click the Status Update menu.

or Press [S].

14. Use the Status Update Details page to change the material status control for the subinventory, lot, locator, or serial. If you do not enable lot control or serial control for the item, then you cannot update the lot or serial status. If the subinventory is not under locator control, then you cannot update the locator status.

Page 289


Step Action

15. This is the material status that you want to apply to the subinventory. When you apply the change, then the transactions that apply to this material status will apply to this subinventory.

Step Action


17. Enter the desired information into the Status field. Enter "Quarantine".

18. This is the transaction reason associated with why you want to apply the material status change.

19. Click in the Reason field.

20. Enter the desired information into the Reason field. Enter "Inspected".

21. Click the Update button.

Page 290


Step Action

or Press [Alt+U].


or Press [Alt+O].

23. You have now completed the Performing a Status Update procedure.End of Procedure.

Performing a Mass MoveYou can use the Material Workbench page to mass move the entire quantity of an item from one subinventory to another subinventory.

In this example, you will move an item.

Procedure

Page 291


Step Action






Step Action



or Press [Alt+n].

Page 292


Step Action


Step Action

9. Point to the Organizations object.




13. Click an entry in the FGI tree control.

14. Click the AS18947 tree item.


Page 293


Step Action

or Press [Alt+T].

16. Click the Mass Move menu.

or Press [o].

17. Use the Destination Details page to enter the destination subinventory information.

Step Action




or Press [Alt+O].

Page 294


Step Action


or Press [Alt+O].

22. Use the Move Orders page to approve the mass move. A move order is a formal request for the movement of material within a single organization.

Step Action



25. Click the Approve button.

or Press [Alt+A].

26. You have completed the Performing a Mass Move procedure.End of Procedure.

Page 295


Performing a Mass IssueYou can use the Material Workbench page to generate a move order to mass issue the entire quantity of an item out of a subinventory.

In this example, you will mass issue an item out of inventory.

Procedure

Step Action





Page 296


Step Action


Step Action


or Press [Alt+n].

Page 297


Step Action


or Press [Alt+T].

8. Click the Mass Issue menu.

or Press [I].

9. Use the Destination Details page to enter the GL account to which you want to charge the issue.

Page 298


Step Action




or Press [Alt+O].


or Press [Alt+O].

14. Use the Move Orders page to approve the requisition the mass issue created. Notice that the primary quantity appears automatically.

Page 299


Step Action


or Press [Alt+A].

16. You have completed the Performing a Mass Issue procedure.End of Procedure.

Creating ReservationsA reservation is a link between a supply source and a demand source. You use the Item Reservation page to create a permanent link between a supply source and a demand source, and represents a guaranteed allotment of material to a specified demand source.

In this example, you will create a reservation for a sales order.

Procedure

Page 300


Step Action

1. Begin by navigating to the Find Reservations page.Click the vertical scrollbar.



4. Click the Reservations link.

5. Use the Find Reservations page to search for existing reservations. You also use this page to begin a new reservation.

Page 301


Step Action


or Press [Alt+N].

7. Use the Item Reservations page to create new reservations. Item reservations prevent the allocation of material you previously set aside for a sales order, or other sources. You cannot create reservations against items with a non-reservable material status. You also cannot create a reservation that causes on-hand quantity to be negative.

Page 302


Step Action

8. Click in the Sales Order field.

9. Enter the desired information into the Demand Header field. Enter "64608.Mixed.ORDER ENTRY".

10. Click in the Line field.

11. Enter the desired information into the Demand Line field. Enter "1.1".

12. When you click in the Organization field, the sales order information appears automatically.

13. Click in the Organization field.


15. Enter the desired information into the Reservation Quantity field. Enter "30".

16. Click the Supply tab.

Page 303


Step Action

17. You can create reservations for different supply types such as on-hand inventory, purchase orders, internal requisitions, and other sources. If you create reservations against on-hand inventory, then there are two types of reservations, high-level reservations and low level reservations. High level reservations contain information about the item and the organization. Low level reservations contain more detailed information about the item such as the revision, lot, subinventory, serial, and locator.

18. You can create a unique name to identify the reservation


20. Enter the desired information into the Name field. Enter "Sales Order 64608".


22. You have completed the Creating Reservations procedure.End of Procedure.

Viewing Status InformationYou can use the Material Workbench page to view material status information.

In this example, you will view the material status for a subinventory.

Procedure

Page 304


Step Action





5. Use the Query Material page to enter the search criteria which determines the information that appears on the Material Workbench page.

Page 305


Step Action


or Press [Alt+n].

7. Use the Material Workbench page to view information about material in your organization.

Page 306


Step Action

8. Click an entry in the Organization tree control.



11. Click the FGI tree item.

12. Click the Status button.

or Press [Alt+S].

13. Use the Effective Status page to view the material status for the subinventory, locator, lot, or serial. You can view the effective status only for on-hand quantity.

Page 307


Step Action

14. Click in the Subinventory Status field.

15. You have completed the Viewing Status Information procedure.End of Procedure.

Page 308


Move OrdersMove Orders are formal requests for the movement of material within an organization. They allow planners and facility managers to request the movement of material within a warehouse or facility for purpose like replenishment, material shortage relocations, and quality handling. You can generate move orders either manually or automatically depending on the source type you use.

Upon completion of this lesson, you will be able to:• Define pick slip-grouping rules.• Set up move orders.• Generate move order requisitions.• Generate replenishment move orders.• Allocate and transact move orders.

Defining Pick Slip Grouping RulesYou can create pick slip grouping rules to organize how picking lines for released sales orders and manufacturing tasks are grouped on pick slips.

In this example, you will create a pick slip grouping rule based on order number and customer.

Procedure

Page 309


Step Action

1. Begin by navigating to the Pick Slip Grouping Rules page.Click the vertical scrollbar.



4. Click the Setup: Pick Slip Grouping link.

5. Use the Pick Slip Grouping Rules page to create rules to organize how picking lines for released sales orders and manufacturing tasks are grouped on a pick slip.

Step Action

6. Click in the Rule Name field.

7. Enter the desired information into the Rule Name field. Enter "Order Pick".

8. When you select this check box, all items with the same order number are assigned to the same pick slip number.

Page 310


Step Action

9. Click the Order Number option.

10. When you select this check box, orders for this customer are assigned to the same pick slip number.

11. Click the Customer option.


13. You have completed the Defining Pick Slip Grouping Rules procedure.End of Procedure.

Allocating and Transacting Move OrdersAfter a move order has been approved, you must allocate the move order lines and then transact the move order to complete the transfer of items to the destination sunbonnet.

In this example, you will allocate and transact a move order.

Procedure

Page 311


Step Action

1. Begin by navigating to the Find Move Order Lines page.Click the vertical scrollbar.



4. Click the Transact Move Orders link.

5. Use the Move Order Lines page to find the move orders you need to transact.

Step Action

6. Click in the Low Order Number field.

7. Enter the desired information into the Low Order Number field. Enter "1242".

Page 312


Step Action


or Press [Alt+i].

9. Use the Transact Move Orders page to allocate and transact entire move orders and to view move order information.

Step Action

10. Click the Select option.

11. Click the View/Update Allocations button.

or Press [Alt+U].

12. Use the Transact Move Order Line Allocations page to view information about individual lines on your move orders. You can view the item and subinventory information, the requested quantity, and the allocated quantity. You can also transact the move order line from this page.

Page 313


Step Action

13. Click the Select Available Inventory button.

or Click the Select Available Inventory button.

14. The Select Available Inventory page displays available inventory that meets the demand the move order requires.

Page 314


Step Action

15. Click in the Selected Transaction Qty field.

16. Enter the desired information into the Selected Transaction Qty field. Enter "1".


or Press [Alt+n].

Page 315


Step Action

18. Click the Transact button.

or Press [Alt+n].

Page 316


Step Action


or Press [Alt+O].

20. You have completed the Allocating and Transacting Move Orders procedure.End of Procedure.

Generating Move Order RequisitionsUse the Move Orders page to manually create new move orders.

In this example, you will generate a move order requisition.

Procedure

Page 317


Step Action

1. Begin by navigating to the Move Orders page.Click the vertical scrollbar.



4. Use the Move Orders page to manually generate move order requisitions.

Page 318


Step Action


6. Enter the desired information into the Number field. Enter "1234".


8. Enter the desired information into the Description field. Enter "Transfer to Staging".


10. Enter the desired information into the Transaction Type field. Enter "Move Order Transfer".

11. Click in the Source Subinv field.

12. Enter the desired information into the Source Subinv field. Enter "FGI".

13. Click in the Destination Subinv field.

14. Enter the desired information into the Destination Subinv field. Enter "Staging1".

Page 319


Step Action



17. If you entered a Transaction Type, a Source Subinventory, or a Destination Subinventory in the Default alternative region, this information appears automatically when you click in the Transaction Type field.


19. Click the On Hand button.

or Press [Alt+O].

Step Action

20. Click the Availability button.

Page 320


Step Action

or Press [Alt+i].

21. Use the Availability page to verify that you have enough material in your subinventory to generate your move order requisition.

Step Action

22. Click the menu.

or Press [Alt+-].

Page 321


Step Action

23. Click the Close menu.

or Press [C].

Page 322


Step Action

24. Click the menu.

or Press [Alt+-].

Page 323


Step Action

25. Click the Close menu.

or Press [C].

Page 324


Step Action


27. Click in the Primary Quantity field.

28. Enter the desired information into the Primary Quantity field. Enter "15".

29. Click the Source tab.

30. Use the Source tab to enter the source subinventory information if you did not enter it in the Default alternative region. You can also enter the lot, and locator information if desired.

31. Click the Destination tab.

32. Use the Destination tab to enter the destination subinventory information if you did not enter it in the Default alternative region.


or Press [Alt+A].

Page 325


Step Action

34. You have completed the Generating Move Order Requisitions procedure.End of Procedure.

Page 326


Planning and ReplenishmentPlanning and Replenishment involves answering two questions: When should you place a new order, and how much should your order?

Upon completion of this lesson, you will be able to do:• Summarize demand detail.• Define a forecast rule.• Generate a forecast.• Enter and reload item safety stocks.• Define kanban pull sequences.• Generate kanban cards.• Define kanban cards.• Print kanban cards.• Replenish kanban cards.• Enter and process replenishment counts.• Purge replenishment counts.

Replenishing Kanban CardsWhen a kanban card is empty, you can replenish it systematically. This will change the card status to empty and trigger the necessary transactions to refill the kanban. You can however, trigger kanban replenishment manually.

In this example, you will manually trigger kanban replenishment.

Procedure

Page 327


Step Action

1. Begin by navigating to the Find Kanban Cards page. Click the vertical scrollbar.



4. Click the Kanban: Kanban Cards link.

5. Use the Find Kanban Cards page to search for existing kanban cards.

Page 328


Step Action




or Press [Alt+i].

9. Use the Kanban Cards Summary page to define and replenish kanban cards.

Page 329


Step Action

10. Click the Replenish button.

or Press [Alt+R].

11. You have completed the Replenishing Kanban Cards procedure.End of Procedure.

Purging Replenishment CountsUse the Purge Replenishment Counts page to purge old replenishment counts.

In this example, you will purge a replenishment count.

Procedure

Page 330


Step Action

1. Begin by navigating to the Purge Replenishment Counts page.Click the vertical scrollbar.



4. Click the Replenishment Counts: Purge link.

5. When you navigate to the Purge Replenishment Counts page, the Parameters page automatically appears. Use the Parameters page to enter the processing mode, the count name, and to indicate if you would like to purge a replenishment that did not process due to error.

Page 331


Step Action

6. Click in the Processing Mode REQUIRED field.

7. Enter the desired information into the Processing Mode REQUIRED field. Enter "Concurrent processing".

8. Click in the Count Name REQUIRED field.

9. Enter the desired information into the Count Name REQUIRED field. Enter "replen_fin".

10. Click in the Delete Errored Counts REQUIRED field.

11. Enter the desired information into the Delete Errored Counts REQUIRED field. Enter "Yes".


or Press [Alt+O].

13. Use the Purge Replenishment Counts page to submit the concurrent request.


Page 332


Step Action

or Press [Alt+m].


or Press [Alt+Y].

16. You have completed the Purging Replenishment Counts procedure.End of Procedure.

Printing Kanban CardsUse the Print Kanban Cards page to batch print kanban cards with the card status Active and Hold.

In this example, you will print kanban cards.

Procedure

Page 333


Step Action

1. Begin by navigating to the Print Kanban Cards page.Click the vertical scrollbar.



4. Click the Kanban: Print Kanban Cards link.

5. Use the Parameters page to restrict the parameters for which you want to print kanban cards.

Step Action




Page 334


Step Action

9. Enter the desired information into the Source Type field. Enter "Supplier".

10. Point to the OK object.


or Press [Alt+O].

12. Use the Print Kanban Cards page to submit your request to print kanban cards.


or Press [Alt+m].


or Press [Alt+N].

15. You have completed the Printing Kanban Cards procedure.End of Procedure.

Generating Kanban CardsUse the Generate Kanban Cards page to generate kanban cards.

In this example, you will generate kanban cards.

Procedure

Page 335


Step Action

1. Begin by navigating to the Generate Kanban Cards page.Click the vertical scrollbar.



4. Click the Kanban: Generate Kanban Cards link.

5. When you navigate to the Generate Kanban Cards page, the System Items page, automatically appears. This enables you enter the item for which you want to generate kanban cards.

Page 336


Step Action

6. Click in the Item: Low field.

7. Enter the desired information into the Item: Low field. Enter "AS54888".


or Press [Alt+O].

9. Use the Parameters page to restrict kanban card generation to a certain selection of criteria.




13. Enter the desired information into the Source Type field. Enter "Intra Org".


Page 337


Step Action

or Press [Alt+O].


or Press [Alt+m].


or Press [Alt+N].

17. You have completed the Generating Kanban Cards procedure.End of Procedure.

Entering and Reloading Item Safety StocksUse the Enter Item Safety Stock page to enter the floor or base level of inventory from which Oracle Inventory performs all planning. In other words, the item is planned as if the safety stock quantity for the period is the zero inventory balance of the item. This ensures that the safety stock quantity remains in inventory to cover any fluctuations in demand.

In this example, you will set the safety stock quantity for item AS54888 for 500.

Procedure

Page 338


Step Action

1. Begin by navigating to the Find Item Safety Stocks page.Click the vertical scrollbar.



4. Click the Planning: Safety Stocks link.

5. Use the Find Item Safety Stocks page to search for existing safety stock information, or to enter new safety stock information.

Page 339


Step Action


or Press [Alt+N].

7. Use the enter Item Safety Stocks page to enter safety stock.

Page 340


Step Action




11. Enter the desired information into the Effective Date field. Enter "03-APR-2008".




15. You have completed the Entering and Reloading Item Safety Stocks procedure.End of Procedure.

Page 341


Entering and Processing Replenishment CountsYou can enter counts to replenish subinventories. You can specify how the subinventories are replenished by determining how requisitions are generated.

In this example, you will run a replenishment count.

Procedure

Step Action

1. Begin by navigating to the Find Replenishment Count Headers page.Click the vertical scrollbar.



4. Click the Counts link.

5. Use the Find Replenishment Count Headers page to create new replenishment counts.

Page 342


Step Action


or Press [Alt+N].

7. Use the Replenishment Count Headers page to generate requisitions or move orders to replenish inventory. You enter the name of the replenishment, and the subinventory to be replenished. The souring information is pulled from information you previously specified.

Page 343


Step Action


9. Enter the desired information into the Name field. Enter "Finreplen".


11. Enter the desired information into the Subinventory field. Enter "Fingood".

12. You must click in to another field for the Default Items and Default Lines buttons to be enabled.

13. Click in the Default Deliver To field.

14. Click the Lines button.

or Press [Alt+i].

15. Use the Replenishment Count Lines page to enter item and quantity information for your replenishment count.

Page 344


Step Action





20. Click the button.

Page 345


Step Action

21. Click the Process and Report button.

or Press [Alt+c].


or Press [Alt+O].

23. You have now completed the Entering and Processing Replenishment Counts procedure.End of Procedure.

Defining Kanban Pull SequencesA pull sequence is a group of information that defines a kanban location source information an planning parameters for an item.

In this example, you will define a kanban pull sequence.

Page 346


Procedure

Step Action

1. Begin by navigating to the Pull Sequence Summary page.Click the vertical scrollbar.



4. Click the Kanban: Pull Sequences link.

5. Use the Find Pull Sequence page to search for existing pull sequences or to create new pull sequences.

Page 347


Step Action


or Press [Alt+N].

7. Use the Pull Sequence Summary page to define a kanban pull sequence.

Page 348


Step Action



10. The Source Type is the source of the material from you replenish.

11. Click the Source Type list.

Page 349


Step Action

12. Click the Intra Org list item.

13. This is the Subinventory to replenish.

Page 350


Step Action




17. Click in the Source Subinventory field.

18. Enter the desired information into the Source Subinventory field. Enter "Stores".

19. Click the Kanban tab.

20. Click in the Number of Cards field.

21. Enter the desired information into the Number of Cards field. Enter "10".


23. You have completed the Defining Kanban Pull Sequences procedure.End of Procedure.

Page 351


Defining Kanban Cards

Procedure

Step Action

1. Begin by navigating to the Find Kanban Cards page.Click the vertical scrollbar.



4. Click the Kanban: Kanban Cards link.

5. Use the Find Kanban Cards page to find existing find exiting kanban cards and to create new kanban cards.

Page 352


Step Action


or Press [Alt+N].

7. Use the Kanban Cards Summary page to view, define, and update kanban cards.

Page 353


Step Action





12. If select Replenishable, this means that you can reuse the kanban card.

13. Click the Replenishable option.

14. Click the Source tab.

15. Click the Source Type list.

Page 354


Step Action

16. Click the Intra Org list item.

Page 355


Step Action





21. You have completed the Defining Kanban Cards procedure.End of Procedure.

Summarizing Demand DetailUse the Demand History page to display the demand history by item and by date.

In this example, you will view the demand detail for an item.

Page 356


Procedure

Step Action

1. Begin by navigating to the Find Demand History Items page.Click the vertical scrollbar.



4. Click the Planning: Demand History link.

5. Use the Find Demand History Items page to enter search criteria to query items for which you want to summarize demand.

6. When you click in the Items field the System Items page appears automatically and prompts you to enter the item information.

Page 357


Step Action


8. Click in the Item: Low field.

9. Enter the desired information into the Item: Low field. Enter "AS18947".

10. When you click in the Item: High field the item information that you entered in the Item: Low field appears automatically. You can modify this as necessary.

11. Click in the Item: High field.


or Press [Alt+O].


or Press [Alt+i].

Page 358


Step Action

14. Use the Demand History Items page to determine the bucket size for demand history summarization. If you want demand history by day, week, and by month, you must compile each bucket type.

15. If you choose to compile by period, the system compiles by manufacturing calendar periods. It compiles for the past 260 previously monthly periods. The type of period is determined by the organization calendar you defined in the Defined Calendar page.

Step Action

16. Click the History 1 button.

or Press [Alt+s].

17. The Demand History page displays the demand history by item and by date. It shows the sales order shipments, interorganization transfers, miscellaneous issues, and issues to wip.

18. You have completed the Summarizing Demand Detail procedure.End of Procedure.

Page 359


Cost Accounting and ControlOracle Inventory provides the features you need to summarize costs related to inventory and manufacturing activities for a given accounting period and distributes these costs to the general ledger.

Upon completion of this lesson, you will be able to maintain accounting periods.

Maintaining Accounting PeriodsUse the Inventory Accounting periods page to open and close accounting periods.

In this example, you will open a future accounting period.

Procedure

Step Action

1. Begin by navigating to the Inventory Accounting Periods pageClick the vertical scrollbar.

Page 361


Step Action



4. Click the Inventory Accounting Periods link.

5. Use the Inventory Accounting Periods page to open inventory accounting periods.

Step Action


7. Click the Change Status... button.

or Press [Alt+C].


Page 362


Step Action

or Press [Alt+O].

9. You do not have to save your work for the status change to take effect.

10. You have completed the maintaining accounting periods procedure.End of Procedure.

Page 363


ABC AnalysisAn ABC analysis determines the relative value of a group of inventory items based on valuation criteria you specify. ABC refers to rankings you assign to your items because of this analysis where A items are ranked higher than B items and so on.

You can optionally use the ABC analyses you compile to drive your cycle counts where you might count items of high value (A items) very frequently, and items of lower value less frequently.

Up on completion of this lesson you will be able to: • Define and run an ABC compile.• Define an ABC classes.• Define ABC assignment groups.• Define ABC item assignments.• Update ABC item assignments.• Purge ABC item information.

Purging ABC InformationYou can submit a concurrent request to purge either ABC assignment groups or ABC compile information.

In this example, you will submit a request to purge an ABC assignment group.

Procedure

Page 365


Step Action

1. Begin by navigating to the ABC Assignment Groups page.Click the vertical scrollbar.



4. Click the ABC Assignment Groups link.

5. Use the ABC Assignment Groups page to submit a concurrent request to purge ABC assignment group information. When you submit the concurrent request, it will delete all items and class assignments associated with the group.

Page 366


Step Action

6. Click in the Group Name field.


or Press [Alt+T].

8. Click the Purge Group menu.


or Press [Alt+O].


or Press [Alt+O].

11. You have completed the Purging ABC information procedure.End of Procedure.

Page 367


Defining and Running an ABC CompileYou can define and compile an ABC analysis for your entire organization or for a specific subinventory within your organization.

In this example, you will define an ABC compilation for your organization.

Procedure

Step Action

1. Begin by navigating to the ABC Compiles page.Click the vertical scrollbar.



4. Click the ABC Codes: ABC Compiles link.

Page 368


Step Action

5. Use the ABC Compiles page to create a new ABC compile.

Step Action


or Press [Alt+N].

7. Use the Define ABC Compile page to enter ABC compilation criteria.

Page 369


Step Action

8. Click in the Compile Name field.

9. Enter the desired information into the Compile Name field. Enter "SeattleCompile".


11. Enter the desired information into the Description field. Enter "ABC Compile for the Seattle Org".

12. Click in the Criterion field.

13. Use the Criterion field to define what the rank of a particular item will be in the ABC compile. For example, if you use Current on-hand quantity as the your compile criterion, then an item with an on-hand quantity of 10 unites is of higher rank than another item with a quantity of 5 units.

14. Enter the desired information into the Criterion field. Enter "Current on hand quantity".


16. Click the Compile button.

Page 370


Step Action

or Press [Alt+C].


or Press [Alt+O].


or Press [Alt+Y].


or Press [Alt+O].

20. You have completed the Defining and Running an ABC Compile procedure.End of Procedure.

Defining ABC Item AssignmentsWhen you define ABC assignment you specify the cutoff point for each ABC class. Each ABC class must have at least one item assigned to it, and all items in the ABC compile must be assigned to an ABC class.

In this example, you will define ABC item assignments.

Procedure

Page 371


Step Action

1. Begin by navigating to the Assign ABC Items page.Click the vertical scrollbar.



4. Click the Assign Items link.

5. Use the Assign ABC Items page to specify the cutoff point for each ABC class. You can enter the sequence number, the inventory value, or the % items from the ABC Descending Value Report for the last item to be included in each ABC class.

Page 372


Step Action

6. Click in the ABC Group field.

7. Enter the desired information into the ABC Group field. Enter "OnHandABC".


or Press [Alt+i].

9. If you choose to enter %Items, the system rounds the numbers as necessary. The rest of the item information also appears automatically when you enter information in one of the fields.


11. Enter the desired information into the Items field. Enter "5".



Page 373


Step Action










23. Click the Assign button.

or Press [Alt+n].


or Press [Alt+O].

25. You have completed the Defining ABC Item Assignments procedure.End of Procedure.

Defining ABC ClassesYou use ABC classes to identify the value grouping to which your items belong. You use your own terminology to define these classes. For example, you might define classes A, B, and C.

In this example, you will define three ABC classes.

Procedure

Page 374


Step Action

1. Begin by navigating to the ABC Classes page.Click the vertical scrollbar.



4. Click the ABC Codes: ABC Classes link.

5. Use the ABC Classes page to create new ABC classes. You can use ABC classes to group items for a cycle count where you count higher value items more frequently than medium and lower value items. You can also use ABC classes to group items for planning purposes.

Page 375


Step Action

6. Click in the Class Name field.

7. Enter the desired information into the Class Name field. Enter "Highest".


9. Enter the desired information into the Description field. Enter "Highest Value Items".


11. Enter the desired information into the Class Name field. Enter "Medium".


13. Enter the desired information into the Description field. Enter "Medium Value Items".


15. Enter the desired information into the Class Name field. Enter "Lowest".

Page 376


Step Action


17. Enter the desired information into the Description field. Enter "Lowest Value Items".


19. You have completed the Defining ABC Classes procedure.End of Procedure.

Defining ABC Assignment GroupsABC assignment groups link a particular ABC compile with a valid set of ABC classes.

In this example, you will assign ABC classes to a valid ABC compile.

Procedure

Page 377


Step Action

1. Begin by navigating to the ABC Assignment Groups page.Click the vertical scrollbar.



4. Click the ABC Assignment Groups link.

5. Use the ABC Assignment Groups page to create and ABC assignment group and associate it with an ABC compile.

Step Action

6. Click in the Group Name field.

7. Enter the desired information into the Group Name field. Enter "onhandquantity".

8. Click in the Compile Name field.

Page 378


Step Action

9. Enter the desired information into the Compile Name field. Enter "SeattleCompile".

10. When you click in the Valuation Scope field the valuation scope appears automatically.

11. Click in the Valuation Scope field.

12. Click the Group Classes button.

or Press [Alt+p].

13. Use the ABC Group Class Assignment page to associate ABC class with an ABC assignment group and an ABC compile.

Step Action


15. Enter the desired information into the Class Name field. Enter "Highest".

Page 379


Step Action


17. Enter the desired information into the Class Name field. Enter "Medium".


19. Enter the desired information into the Class Name field. Enter "Lowest".


21. You have completed the Defining ABC Assignment Groups procedure.End of Procedure.

Updating ABC Item AssignmentsIf you are not satisfied with the class into which an item falls as a result of the automatic ABC assignment process you can change it.

In this example, you will update ABC item assignments.

Procedure

Page 380


Step Action

1. Begin by navigating to the Update ABC Item Assignments page.Click the vertical scrollbar.



4. Click the Update Item Assignments link.

5. Use the Update ABC Item Assignments page to change the ABC item class.

Page 381


Step Action

6. Click in the ABC Group field.

7. Enter the desired information into the ABC Group field. Enter "M1_DAILY".


or Press [Alt+i].


or Press [Alt+Y].

10. Click in the ABC Class field.


12. Enter the desired information into the ABC Class field. Enter "Class B".

13. Click in the ABC Class field.

Page 382


Step Action


15. Enter the desired information into the ABC Class field. Enter "Class C".


17. You have completed the Updating ABC Item Assignments procedure.End of Procedure.

Page 383


Cycle AccountingCycle counting it the periodic counting of individual items throughout the course of the year to ensure the accuracy of inventory quantities and values. Accurate system on-hand quantities are essential for managing supply and demand, maintaining high service levels, and planning production.

Cycle counting enables you to keep inventory records accurate by correcting errors between the system on-hand (perpetual) and actual on-hand (physical) quantities. Cycle counting can also be a valuable tool to help identify patterns in the errors found.

Upon completion of this lesson, you will be able to:• Define and maintain a cycle count.• Define cycle count classes.• Generate automatic schedules.• Enter manual schedule requests.• Generate count requests.• Request the cycle count list.• Enter cycle counts.• Approve cycle counts.• Approve cycle count adjustments.• Purge cycle count information.

Purging Cycle Count InformationUse the Cycle Counts Summary page to access the Purge Cycle Count Parameters page. You use this concurrent request to purge cycle count information.

In this example, you will purge cycle count information.

Procedure

Page 385


Step Action




4. Click the Cycle Counts link.

5. Use the Cycle Counts Summary page to query for existing cycle counts.

Page 386


Step Action

6. Click in the Cycle Count field.

7. Press [F11].

8. Enter the desired information into the Cycle Count field. Enter "OrganizationCount".



or Press [Alt+T].

11. Click the Purge Cycle Count menu.

or Press [P].

12. Use the Purge Cycle Count Parameters page launch the concurrent request.

Page 387


Step Action


or Press [Alt+K].


or Press [Alt+O].

15. You have completed the Purging Cycle Count Information procedure.End of Procedure.

Generating Count RequestsUse the Generate Count Requests page to submit a concurrent request to perform a cycle count.

In this example, you will submit a concurrent request to perform a cycle count.

Page 388


Procedure

Step Action

1. Begin by navigating to the Cycle Counts Summary page. Click the vertical scrollbar.




Page 389


Step Action


or Press [Alt+T].

6. Click the Perform Full Cycle Count menu.

or Press [F].

7. Use the Perform Full Cycle Count page to submit the following concurrent requests: Generate automatic schedule requests, Generate cycle count requests, and Cycle count listing.

Page 390


Step Action

8. Click in the Parameters field.

9. Use the Parameters page to enter the Cycle count listing parameters.

10. Click in the Cycle Count Name REQUIRED field.

11. Enter the desired information into the Cycle Count Name REQUIRED field. Enter "OrganizationCount".


or Press [Alt+O].


or Press [Alt+m].

14. You have completed the Generating Count Requests procedure.End of Procedure.

Page 391


Generating Automatic SchedulesYou can use the Cycle Count Summary page to submit automatic schedule requests.

In this example, you will submit an automatic schedule request.

Procedure

Step Action

1. Begin by navigating to the Cycle Counts Summary page.Click the vertical scrollbar.




5. Use the Cycle Count Summary page to query for existing cycle count information.

Page 392


Step Action

6. Press [F11].

7. Enter the desired information into the Cycle Count field. Enter "M1_DAILY".



or Press [Alt+T].

10. Click the Cycle Count Scheduler menu.

or Press [S].

11. Use the Cycle Count Scheduler Parameters page to indicate if you should include items belonging to the control bring in the list of items for which to generate schedule requests.

Page 393


Step Action

12. Click the Include Control Group Items option.



or Press [Alt+O].

15. You have completed the Generating Automatic Schedules procedure.End of Procedure.

Entering Manual Schedule RequestsYou use the Manual Schedule Requests page to manually schedule a count request for an item.

In this example, you will schedule a count request for an item.

Page 394


Procedure

Step Action

1. Begin by navigating toe the Manual Schedule Requests page.Click the vertical scrollbar.



4. Click the Manual Requests link.

5. Use the Manual Schedule Requests page to manually add items to a cycle count.

Page 395


Step Action

6. Click in the Cycle Count Name field.

7. Enter the desired information into the Cycle Count Name field. Enter "OrganizationCount".









Page 396


Step Action










25. You have completed the Entering Manual Schedule Requests Procedure.End of Procedure.

Entering Cycle CountsYou can use the Cycle Count Entries page to enter counts of items requested through automatic or manual cycle count scheduling. You can also enter unscheduled count entries if they are allowed for you cycle counts.

In this example, you will enter cycle count quantities in to the system.

Procedure

Page 397


Step Action

1. Begin by navigating to the Cycle Count Entries page.Click the vertical scrollbar.



4. Click the Cycle Count Entries link.

5. Use the Cycle Count Entries page to enter actual on-hand count information.

Page 398


Step Action


7. Enter the desired information into the Cycle Count field. Enter "FGICount".


or Press [Alt+i].


or Press [Alt+Y].

10. Click the Adjustments tab.

11. The Count Quantity is the actual physical quantity that you counted during your cycle count. The System Quantity is the current on-hand balance in the system.

12. Click in the Count Quantity field.

13. Enter the desired information into the Count Quantity field. Enter "330".

Page 399


Step Action








21. You have completed the Entering Cycle Counts procedure.End of Procedure.

Defining Cycle Count ItemsYou need to load items in to your cycle count before you can schedule or count them. There are two methods you can use to do this. The first is to specify an existing ABC group from which to load your items. The second method is to enter, delete, or update he items you want included or excluded using the Cycle Count Items page.

In this example, you will use the Cycle Count Items page to adds items to your cycle count.

Procedure

Page 400


Step Action

1. Begin by navigating to the Cycle Count Summary page.Click the vertical scrollbar.




5. Use the Cycle Counts Summary page to query for existing cycle counts.

Page 401


Step Action

6. Press [F11].




or Press [Alt+O].

Page 402


Step Action

10. Point to the Items object.

11. Click the Items button.

or Press [Alt+I].

12. Use the Cycle Count Items page to add items to your cycle count. You select the ABC class to which the item belongs and optionally associate the positive and negative quantity variances.

Page 403


Step Action


14. Enter the desired information into the Class Name field. Enter "Class AA".




18. Enter the desired information into the Class Name field. Enter "Class A".




22. Enter the desired information into the Class Name field. Enter "Class B".

Page 404


Step Action




26. You have completed the Defining Cycle Count Items procedure.End of Procedure.

Defining Cycle Count ClassesUse the Cycle Count Classes page to assign abc classes your cycle count.

In this example, you will assign abc classes to your cycle count.

Procedure

Page 405


Step Action





5. Use the Cycle Count Summary page to query for existing cycle count header information.

Step Action


or Press [Alt+V].

7. Click the Query By Example menu.

Page 406


Step Action

or Press [Q].

8. Click the Enter menu.

or Press [E].




or Press [Alt+V].

12. Click the Query By Example menu.

or Press [Q].

13. Click the Run menu.

or Press [R].


or Press [Alt+O].

Page 407


Step Action

15. Click the Classes button.

or Press [Alt+C].

16. Use the Cycle Count Classes page to determine the ABC classed within an assignment group to count. You also determine the number of times per year to count the class. You can optionally determine the positive and negative tolerances. If you do not enter tolerances, then the system uses the tolerances you entered in the Cycle Counts header information.

Page 408


Step Action


18. Enter the desired information into the Name field. Enter "Class AA".

19. Click in the Counts Per Year field.

20. Enter the desired information into the Counts Per Year field. Enter "75".


22. Enter the desired information into the Name field. Enter "Class A".




26. Enter the desired information into the Name field. Enter "Class B".

Page 409


Step Action




30. Enter the desired information into the Name field. Enter "Class C".




34. You have completed the Defining Cycle Classes procedure.End of Procedure.

Defining and Maintaining a Cycle CountYou use the Cycle Counts page to determine cycle count parameter information. Before you can enter a cycle count information you must establish the following prerequisites:• Define an ABC Class• Define a workday calendar• Compile an ABC analysis• Create an ABC assignment group• Define ABC item assignments

In this example, you will determine cycle count header information.

Procedure

Page 410


Step Action

1. Begin by navigating to the Cycle Counts page.Click the vertical scrollbar.



4. Click the Cycle Counting: Cycle Counts link.

5. Use the Cycle Counts Summary page to open exiting cycle counts or initiate a new cycle count.

Page 411


Step Action


or Press [Alt+N].

7. Use the Cycle Counts page to determine the parameter information for your cycle count. You use this page to schedule cycle counts, assign abc information, and determine if you want to count the entire organization or specific subinventories.

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Step Action


9. Enter the desired information into the Name field. Enter "OrganizationCount".

10. The Adjustment Account is the general ledger account used to charge cycle count adjustments.

11. Click in the Adjustment Account field.

12. Enter the desired information into the Adjustment Account field. Enter "01-580-7740-0000-000".

13. Click in the Inactive On field.

14. Enter the desired information into the Inactive On field. Enter "14-Apr-2008".

15. The Late Days field represents the number of workdays that can pass after you generated the count request before the request is late.

16. Click in the Late Days field.

17. Enter the desired information into the Late Days field. Enter "2".

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Step Action

18. When you select Unscheduled Entries, you can enter counts for items not scheduled to be counted.

19. Click the Unscheduled Entries option.

20. Click the Display System Qty option.

21. Click the Automatic Recounts option.

22. Click in the Maximum field.

23. Enter the desired information into the Maximum field. Enter "2".

24. Click the Specific option.






30. Enter the desired information into the Subinventory field. Enter "RIP".

31. Click the Adjustments and ABC tab.

32. Use the Adjustments and ABC tab to enter approval tolerances and assign ABC information to your cycle count.

33. Click in the Qty Variance field.

34. Enter the desired information into the Qty Variance field. Enter "4".

35. If you entered information in a Tolerances + field, then when you click in the corresponding Tolerances - field, the information appears automatically.

36. Click in the % field.

37. Click in the Adjustment Value field.

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Step Action

38. Enter the desired information into the Adjustment Value field. Enter "2".

39. Click in the Cost Tolerance Neg field.

40. Click in the Hit/Miss Analysis field.

41. Enter the desired information into the Hit/Miss Analysis field. Enter "2".

42. Click in the % field.

43. This is the ABC assignment group on which to base the cycle count.

44. Click in the Group field.

45. Enter the desired information into the Group field. Enter "M1_DAILY".


47. You have completed the Defining and Maintaining a Cycle Count Procedure.End of Procedure.

Approving Cycle Count AdjustmentsEmployees with access to the Count Adjustments Approvals Summary page can query request the recount of, or approve cycle counts pending approval. When you click Find, you can query all counts, or only those counts pending approval. You can then approve adjustments, recount an item in question, reject the count, or take no action.

In this example, you will approve, reject, and request the recount of cycle count items.

Procedure

Page 415


Step Action

1. Begin by navigating to the Count Adjustment Approvals Summary page.Click the vertical scrollbar.



4. Click the Approve Counts link.

5. Use the Count Adjustment Approvals Summary page to approve adjustments held for approval, to recount an item, or to reject the adjustment. The system uses the approval tolerances you entered when you defined the cycle count to determine which counts need approval.

Page 416


Step Action


7. Enter the desired information into the Cycle Count field. Enter "FGICount".


or Press [Alt+i].


or Press [Alt+Y].

10. Click the Approval Status Approved option.



13. Click the Approval Status Rejected option.

Page 417


Step Action

14. Click the Approval Status Recount option.

15. Click the Item Details tab.

16. Use the Item Details tab to view information about the item such as revision, lot, serial number, and uom information

17. Click the Item Location tab.

18. Use the Item Location tab to view sub inventory and locator information.

19. Click the Reason, Reference tab.

20. Use the Reason, Reference tab to optionally enter a reason for the adjustment action.

21. Click the Count tab.

22. Use the Count tab to view information about the count such as who counted the items and the date of the count.

23. Click the Count Status, Class tab.

24. Use the Count Status, Class tab to view the status of the count and the ABC class to which the items belong.

25. Click the Approval tab.

26. Use the Approval tab to view who has cycle count approval authority and the date the cycle count was approved.



or Press [Alt+O].

29. You have completed the Approving Cycle Count Adjustments procedure.End of Procedure.

Requesting the Cycle Count ListUse the Cycle Count Listing Report to view all counts to perform within a given date range.

In this example, you will you will submit the Cycle Count Listing Report.

Page 418


Procedure

Step Action

1. Begin by navigating to the Cycle Counts Summary page.Click the vertical scrollbar.




5. Use the Cycle Counts Summary page to search for existing cycle counts.

Page 419


Step Action

6. Press [F11].




or Press [Alt+T].

10. Click the Cycle Count Listing Report menu.

or Press [L].

11. After you generate count requests you can submit the requests for the Cycle Count lists report. this reports lists all counts that you need to perform within in a given date range.

Page 420


Step Action

12. Click the Include Recounts Only option.

13. Click the Display Serial Number option.

14. Click the Display On-hand Quantity option.


or Press [Alt+K].


or Press [Alt+O].

17. You have completed the Requesting the Cycle Count List procedure.End of Procedure.

Page 421


Physical InventoryA physical inventory is a periodic reconciliation of system on-hand balances with physical counts in inventory. You can perform physical inventories whenever you choose to verify the accuracy of your system on-hand quantities. You can perform a physical inventory for an entire organization or for particular subinventories within an organization. Physical inventories are usually performed once every six months or once a year depending on the organization requirements.

Upon completion of this lesson, you will be able to:• Define a physical inventory.• Take a snapshot of inventory quantities.• Generate physical inventory tags.• Enter and void physical inventory tags.• Approve physical inventory adjustments.• Process physical inventory adjustments.• Purge physical inventory information.

Purging Physical Inventory InformationUse the Purge Physical page to purge a physical definition from the database. The system deletes all information associated with the physical definition. However, the purge does not affect any adjustments or adjustments transactions made using the physical definition. You can also purge only the physical inventory tags.

In this example, you will purge the physical inventory tags associated with a physical inventory definition.

Procedure

Page 423


Step Action

1. Begin by navigating to the Physical Inventories Summary page.Click the vertical scrollbar.



4. Click the Physical Inventories link.

5. Use the Physical Inventories Summary page to view existing physical inventories. You must select an existing physical inventory for which you want to physical inventory information.

Page 424


Step Action

6. Click in the Physical Inventory field.


or Press [Alt+T].

8. Click the Perform purge menu.

9. Use the Purge Physical page to purge a physical inventory definition. This concurrent request does not affect adjustments or adjustment transactions.

10. If you select Tags Only, then the system purges just tags. If you select All, then the system purges all information associated with the physical inventory. The default selection is Tags Only.

Page 425


Step Action

11. Click the Purge button.

or Press [Alt+P].


or Press [Alt+O].

13. You have completed the Purging Physical Inventory information procedure.End of Procedure.

Defining a Physical InventoryYou can define and maintain an unlimited number of physical inventories. You use the Define Physical Inventory page to define physical inventory information.

In this example, you will define a physical inventory.

Page 426


Procedure

Step Action

1. Begin by navigating to the Physical Inventory page.Click the vertical scrollbar.




5. Use the Physical Inventories Summary page to view existing physical inventories and to create new physical inventories.

Page 427


Step Action


or Press [Alt+N].

7. Use the Define Physical Inventory page to enter the parameters for your physical inventory.

Page 428


Step Action


9. Enter the desired information into the Name field. Enter "FGI Physical Inventory".

10. When you click in the Description field the date appears automatically.


12. Enter the desired information into the Description field. Enter "Finished Goods Subinventory Physical Inventory".

13. Click in the Qty field.

14. Enter the desired information into the Qty field. Enter "2".

15. When you click in the Tolerances - field the value you entered in the Tolerances + field appears automatically.

16. Click in the Approval Tolerance Negative field.

17. Click the Specific option.

Page 429


Step Action



20. Click the Exclude Zero Balances option.

21. Click the Exclude Negative Balance option.


23. You have completed the Defining a Physical Inventory procedure.End of Procedure.

Processing Physical Inventory AdjustmentsAfter you finish entering physical inventory counts and approving adjustments, you can submit the process that automatically posts the adjustments. The system automatically creates a material transaction that adjusts the item quantity and debits or credits the adjustment account you specify for you physical quantity.

Once you run the adjustment program, the system does not allow you to generate new tags or make any further updates to tag counts. Due to the irreversible nature of this program, Oracle Inventory posts no physical inventory adjustments if you have any adjustments that are still pending approval.

In this example, you will process physical inventory adjustments.

Procedure

Page 430


Step Action





5. Use the Physical Inventories Summary page to process physical inventory adjustments.

Page 431


Step Action


7. You must select the physical inventory for which you want to process adjustments.



or Press [Alt+T].

10. Click the Launch adjustments menu.

11. Use the Launch Adjustments page to enter the GL account to which you want to charge the adjustment information.

Page 432


Step Action

12. Click in the Adjustment Account field.

13. Enter the desired information into the Adjustment Account field. Enter "01-580-7740-0000-000".

14. Click the Launch Adjustments button.

or Press [Alt+a].


or Press [Alt+O].

16. You have completed the Processing Physical Inventory Adjustments procedure.End of Procedure.

Generating Physical Inventory TagsYou use physical inventory tags to record the physical counts of inventory items.

In this example, you will generate physical inventory tags.

Page 433


Procedure

Step Action

1. Begin by navigating to the Generate Physical Inventory Tags page.Click the vertical scrollbar.



4. Click the Tag Generation link.

5. Use the Generate Physical Inventory Tags page to generate physical inventory tag numbers. A tag contains the count for a group of a given item. Although you can record only one item on a tag, multiple tags can reference the same item with each tag referring to a unique physical location for an item.

Page 434


Step Action



8. When you click in the Description field, the physical inventory description and the date the physical inventory was created appears automatically.


10. When you enter a starting tab number be sure that it contains the total number of possible digits that a tag can have.

11. Click in the Starting Tag field.

12. Enter the desired information into the Starting Tag field. Enter "A000001".

13. If you selected Default as the tag type, then the system automatically determines the Digit Increments, Ending Tag, and Number of Tags for you.

14. Click in the Digit Increments field.

Page 435


Step Action

15. When you click Generate, the system generate the tag numbers and information, it does not physically print the tags. To physically print the tags, you must run the Physical Inventory Tags report.

16. Click the Generate button.

or Press [Alt+n].

17. You have completed the Generating Physical Inventory Tags procedure.End of Procedure.

Entering and Voiding Physical Inventory TagsUse the tags you generated to record your physical counts. The system uses the counts you enter for your tags to determine if your items need quantity adjustments, and if so, whether you need to approve them.

It is important for auditing purposes to track the status of each physical inventory tag. If you do not use one or more tags, you should void them in the Physical Inventory Tag Counts page. If you void a default tag, then the system adjusts the quantity in that location to zero.

In this example, you will enter physical inventory counts.

Procedure

Page 436


Step Action

1. Begin by navigating to the Physical Inventory Tag Count page.Click the vertical scrollbar.



4. Click the Global Parameters link.

5. Use the Physical Inventory Tag Counts page to enter the quantity for each tag.

Page 437


Step Action




or Press [Alt+i].


or Press [Alt+Y].





Page 438


Step Action












25. You have completed the Entering and Voiding Physical Inventory Tags procedure.End of Procedure.

Approving Physical Inventory AdjustmentsYou can view, reject, or approve physical inventory adjustments pending approval. The adjustments you can view are determined by the approval option you defined in your physical inventory, if you approve a particular adjustment, then the Process Physical Inventory Adjustments program adjusts the inventory balance by that quantity. If you reject an adjustment, then the system does not change the system quantity.

In this example, you will approve physical inventory adjustments.

Procedure

Page 439


Step Action

1. Begin by navigating to the Approve Physical Adjustments Summary page.Click the vertical scrollbar.



4. Click the Approve Adjustments link.

5. Use the Approve Physical Adjustments Summary page to view, approve and reject physical counts. This page displays a summary of all count information.

Page 440


Step Action




or Press [Alt+i].


or Press [Alt+Y].

10. If you have an individual line selected, then you can view the individual tag information for the count. The first line is automatically selected when you open this page.


or Press [Alt+O].

Page 441


Step Action

12. Use the Approve Physical Adjustments page to view, approve, and reject an individual tag count. This page depicts the snapshot count, the adjustment information, and the physical count information. It also displays the variance information.

Step Action

13. Click the Reject option.


Page 442


Step Action


16. Click the Approve option.


18. When you select an adjustments line the Approve Physical Adjustments page automatically opens.

19. Click in the Adjustments field.

Page 443


Step Action

20. Click the Approve option.


Page 444


Step Action


23. You have completed the Approving Physical Inventory Adjustments procedure.End of Procedure.

Taking a Snapshot of Inventory QuantitiesBefore you can generate tags for physical inventory, you must take a snapshot of all system on-hand quantities for your items. the snapshot saves all current on-hand quantities and costs. The system uses this information as the basis for all physical inventory adjustments. All tag counts you enter for this physical inventory are compared with these static quantities. You can resume normal inventory operations after you have entered your counts but before you have authorized all final physical inventory adjustments.

In this example, you will take a snapshot of inventory quantities.

Procedure

Page 445


Step Action





5. Use the Physical Inventories Summary page to view existing physical inventories. You must select an existing physical inventory before you can open it to take the snap shot.

Page 446


Step Action




or Press [Alt+O].

9. Use the Define Physical Inventory page to enter the physical inventory parameters. You also use this page to launch the snapshot concurrent request. Oracle Inventory does not stop inventory processing during a physical inventory. You must procedurally coordinate the snapshot of your physical inventory with your actual counting, and ensure not transaction activity occurs in a particular location until after you have performed your adjustments.

10. You should clear the pending transactions and transactions open interface before you take a snapshot of your inventory quantities.

Page 447


Step Action

11. Click the Snapshot button.

or Press [Alt+S].


or Press [Alt+O].

13. You have completed the Taking a Snapshot of Inventory Quantities procedure.End of Procedure.

Page 448

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