Oracle Inventory Traning - Complete

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Oracle EBS R12 InventoryCreated on Thursday, June 26, 2008



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Training GuideOracle EBS R12 Inventory

Table of ContentsIntroduction .......................................................................................................................vi

Inventory Setup .................................................................................................................. 1Defining Stock Locators .......................................................................................................... ...1

Defining Shortage Parameters ..................................................................................... ..... ..... .....7Defining Shipping Methods ..................................................................................................... .12

Defining Organization Access ............................................................................................... ...14

Defining Interorganization Shipping Networks ...................................................... ..... ..... ..... ...18Defining Subinventories ....................................................................................................... ....25

Item Setup and Control ...................................................................................................34Defining Picking Rules .............................................................................................................34

Defining Item Templates .............................................................................................. ..... ..... ..48

Defining Item Status Codes ..................................................................................................... .57

Defining Item Catalog Groups ..................................................................................................61

Defining Customer Items ..........................................................................................................65Defining Customer Item Cross References ...............................................................................69

Defining Cross Reference Types ...................................................................................... ..... ...73Defining Commodity Codes ............................................................................................ ..... ....76

Defining Category Sets .............................................................................................................78Defining Categories .......................................................................................................... ..... ...81

Defining and Viewing Pending Statuses ...................................................................................85

Copying Item Templates ...........................................................................................................90

Assigning Items to Categories ..................................................................................... ..... ..... ...95

Assigning Cross Reference Types ............................................................................... ..... ..... .100

Specifying Recommended Categories ............................................................... ..... ..... ..... ..... .103

Defining and Maintaining Item Information .............................................................. 110Updating Organization Level Items ............................................................................... ..... ....110

Defining Manufacturer Part Numbers .....................................................................................117

Defining Items .................................................................................................................... ....121Defining Item Transaction Defaults ........................................................................................126

Defining Item Revisions ............................................................................................... ..... .....129

Defining Item Relationships ...................................................................................................134

Assigning Subinventories to an Item ......................................................................... ..... ..... ...140

Assigning Items to Organizations ......................................................................................... ..147

Assigning Items to Catalogs ......................................................................................... ..... .....151

Assigning Items to a Subinventory .........................................................................................156

Viewing Item Information ............................................................................................... ..... ..160

Lot Control .....................................................................................................................164Updating Lot Information .......................................................................................................164

Setting Up Lot Control ....................................................................................... ..... ..... ..... .....167

Displaying Lot Information ..................................................................................... ..... ..... .....176Defining Lot Action Codes .....................................................................................................179

Creating a New Lot .................................................................................................................181

Assigning Lot Numbers Within Transactions ....................................................................... ..185

Viewing Lot Genealogy ..........................................................................................................190

Serial Control .................................................................................................................196Setting Up Serial Number Control ....................................................................................... ...196

Maintaining Serial Number Information .................................................................................203

Generating Serial Numbers .................................................................................................. ...206

Page iii




Assigning Serial Numbers ........................................................................................... ..... ..... .209

Viewing Serial Number Genealogy ................................................................................ ..... ...216

Material Status Control ................................................................................................. 221Setting Up Material Status Control .........................................................................................221

Transaction Setup .......................................................................................................... 227

Defining Consumption Transaction Rules ................................................................... ..... ..... .227Defining Account Aliases .......................................................................................................231

Defining Transaction Types ................................................................................................... .234

Defining Transaction Reasons ..................................................................................... ..... ..... .237

Transactions ................................................................................................................... 241Viewing Potential Shortages ...................................................................................................241

Viewing Pending Transactions ....................................................................................... ..... ...247

Viewing Material Transactions ......................................................................................... ..... .251

Transferring Directly Between Organizations ................................................... ..... ..... ..... ..... .259

Transferring Consigned and VMI Material .............................................................................265

Transferring Between Subinventories ................................................................................ .....269Transferring Between Organizations Using Intransit Processes ..............................................273

Performing Planning Transfer Transactions ................................................................ ..... ..... .277Performing Miscellaneous Transactions .......................................................................... ..... ..281

Viewing Transaction Summaries ......................................................................................... ...285

On Hand and Availability ............................................................................................. 292Viewing On-Hand Quantities ............................................................................. ..... ..... ..... .....292

Viewing Item Supply and Demand Information ..................................................... ..... ..... ..... .297Viewing Item Availability ............................................................................................... ..... ..300

Viewing Attribute Information ....................................................................................... ..... ...303

Updating a Grade ....................................................................................................................309

Performing a Status Update ........................................................................................... ..... ....316

Performing a Mass Move ........................................................................................................321

Performing a Mass Issue .........................................................................................................328

Creating Reservations .............................................................................................................333Viewing Status Information ....................................................................................................336

Move Orders ...................................................................................................................341Defining Pick Slip Grouping Rules ............................................................... ..... ..... ..... ..... .....341

Allocating and Transacting Move Orders .................................................................... ..... ..... .343Generating Move Order Requisitions ............................................................................ ..... ....350

Planning and Replenishment ........................................................................................ 361Replenishing Kanban Cards ................................................................................................... .361

Purging Replenishment Counts ...............................................................................................364

Printing Kanban Cards .......................................................................................................... ..367

Generating Kanban Cards .......................................................................................................370

Entering and Reloading Item Safety Stocks ........................................................................ ....373

Entering and Processing Replenishment Counts .....................................................................377Defining Kanban Pull Sequences ............................................................................................382

Defining Kanban Cards ....................................................................................... ..... ..... ..... ....388

Summarizing Demand Detail ................................................................................................. .394

Cost Accounting and Control ....................................................................................... 398Maintaining Accounting Periods ............................................................................... ..... ..... ...398

ABC Analysis ..................................................................................................................401Purging ABC Information ........................................................................................ ..... ..... ....401

Page iv






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.

Page vi




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 Locators

You 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 andtransact 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

Page 1




Step Action

1

.

Begin by navigating to the Stock Locators page.

Click the vertical scrollbar.

2

.

Click the Inventory link.

3

.


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.

Page 2




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.

Page 3




Step Action

8

.

Click in the Locator field.

9

.

You cannot use the same locator names within any two subinventories within the same

organization.

1

0.

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

1

1

.

Click the Type list.

12

.

Locator types differentiate how locators are used within your organization.

Page 4




Step Action

1

3

.

Click the Storage Locator list item.

1

4

.

The Status is the material status for this locator. Material status controls the enabled

transactions for all material that resides inside the locator.

Page 5




Step Action

1

5

.

Click in the Status field.

1

6

.

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

1

7

.

This is the subinventory in which the locator resides.

1

8

.

Click in the Subinventory field.

1

9

.

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

Page 6




Step Action

2

0

.

Click the Save button.

2

1

.

You have completed the Defining Stock Locators procedure.

End of Procedure.

Defining Shortage Parameters

A 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.

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

of your organizations.

Procedure

Page 7




Step Action

1

.

Begin by navigating to the Shortage Parameters page.


2

.


3

.


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 parametersfor work in process.

Page 8




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.

1

0

.

Click in the Released Jobs: Days Overdue field.

1

1

.

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

1

2

.

When enabled, the system includes all jobs and schedules with the status Unreleased,

whose scheduled start date is overdue in the material shortage check.

1

3.

Click the Unreleased option.

1

4

.

This is the number of days after the start date until the job is included in the material

shortage check.

1

5

.

Click in the Unreleased Jobs: Days Overdue field.

16

.

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

1

7

.

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.

Page 9




Step Action

1

8

.

Click the If operation before assigned operation is due option.

1

9

.

Click the Released option.

2

0

.

Click in the Released Schedules: Days Overdue field.

21

.

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

2

2

.

Click the Unreleased option.

2

3

.

Click in the Unreleased Schedules: Days Overdue field.

2

4.

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

Enter "1".

2

5

.

When enabled, it includes all repetitive schedules with a current operation that has an

open material requirements in the material shortage check.

2

6

.

Click the If assigned operation is due option.

27

.

When enabled, excludes all components with the supply type Bulk from the materialshortage check.

2

8

.

Click the Bulk Components option.

Page 10




Step Action

2

9

.

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

check.

3

0

.

Click the Supplier Components option.

3

1

.

Click the Component Planner option.

32

.

Click the Assembly Planner option.

3

3

.

Click the Component Buyer option.

3

4

.

Click the Job/Schedule Creator option.

3

5.

Click the Order Entry tab.

3

6

.

When enabled, checks shortages for sales orders. A sales order is considered overdue

when the pick wave move order is unfulfilled.

3

7

.

Click the Check Shortages option.

38

.

Click the Item planner option.

3

9

.

Click the Order creator option.

Page 11




Step Action

4

0

.


4

1

.

You have completed the Define Shortage Parameters procedure.

End of Procedure.

Defining Shipping Methods

Shipping 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

Page 12




Step Action

1

.

Begin by navigating to the Application Utilities SHIP_METHODS page.


2.


3

.


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.

Step Action

6

.


Page 13




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".

1

0.

Click in the Lookup Code Meaning field.

1

1

.

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

Shipping".

1

2

.

Click in the Lookup Code Description field.

1

3

.

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

Shipping".

1

4

.


1

5

.

You have completed the Defining Shipping Methods procedure.

End of Procedure.

Defining Organization Access

You 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.

Page 14




Procedure

Step Action

1

.

Begin by navigating to the Organization Access page.


2

.


3

.


4

.

Click the Setup: Organization Access link.

Page 15




Step Action

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 allresponsibilities.

Step Action

6.


7

.

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

Page 16




Step Action

8

.

Click in the Org field.

9.

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

1

0

.

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

1

1

.

Click in the Application field.

12

.

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

1

3

.

Click in the Application field.

1

4

.

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

15

.

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

1

6

.

Click in the Comments field.

1

7

.

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

Inventory responsibility".

1

8

.


Page 17




Step Action

1

9

.

You have completed the Defining Organization Access procedure.

End of Procedure.

Defining Interorganization Shipping Networks

An 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

Step Action

1

.

Begin by navigating to the Shipping Networks page.


Page 18




Step Action

2

.


3.


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.

Page 19




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".

1

0

.

Click the Transfer Type list.

1

1

.

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.

Page 20




Step Action

1

2

.

Click the Intransit list item.

Step Action

1

3

.

Click the Open button.

or

Press [Alt+O].1

4

.

You use the Shipping Network page to determine additional information between the

organizations.

Page 21




Step Action

1

5

.

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.

Step Action

1

6

.

Click in the Transfer Credit field.

1

7

.

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.

1

8

.

Click in the Purchase Price Variance field.

Page 22




Step Action

1

9

.

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.

2

0

.

Click in the Receivable field.

2

1.

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.

2

2

.

Click in the Payable field.

2

3

.

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.

2

4

.

Click in the Intransit Inventory field.

2

5

.

Click the Tools menu.

or

Press [Alt+T].

2

6

.

Click the Shipping Methods menu.

27

.

This is the method you use to ship from the shipping organization to the destinationorganization

Page 23




Step Action

2

8

.

Click in the Shipping Method field.

2

9

.

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

3

0

.

Click in the Intransit Time field.

3

1

.

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

3

2

.

Click in the Daily Capacity field.

Page 24




Step Action

3

3

.

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

3

4

.

Click in the UOM field.

3

5

.

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

36

.

Click in the Cost Per Unit field.

3

7

.

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

3

8

.

Click in the Currency field.

3

9.

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

4

0

.


4

1

.

You have completed the Defining Interorganization Shipping Networks procedure.

End of Procedure.

Defining Subinventories

Subinventories 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.

Page 25




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

Step Action

1

.

Begin by navigating to the Subinventories Summary page.


2

.


3

.


4

.

Click the Setup: Subinventories link.

Page 26




Step Action

5

.

Use the Subinventories Summary page to view existing subinventories and create

new subinventories.

Step Action

6

.


or

Press [Alt+N].

7

.

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

about the subinventory.

Page 27




Step Action

8

.

Click in the Name field.

9

.

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

1

0.

Click in the Description field.

1

1

.

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 atSubinventory Level in the Organization Parameters window. You can update this

option only if there is no on-hand quantity for the subinventory.

1

3

.

Click the Locator Control list.

Page 28




Step Action

1

4

.

If you select Prespecified for the subinventory, then you must enter a valid locator for

each item that resides in this subinventory.

Step Action

1

5

.

Click the Prespecified list item.

1

6

.

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

subinventory.

Page 29




Step Action

1

7

.

Click the Enable Locator Alias option.

1

8

.

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.

1

9

.


Page 30




Step Action

2

0

.

Click the Subinventory list item.

2

1

.

The Picking UOM is used by the Oracle Warehouse Management Rules engine to

divide picks across subinventories in the warehouse.

Page 31




Step Action

2

2

.

Click in the Picking UOM field.

2

3

.

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

2

4

.

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.

2

5

.

Click in the Pre-Processing field.

2

6

.

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

Page 32




Step Action

2

7

.

Click in the Processing field.

2

8

.

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

2

9

.

Click in the Post-Processing field.

30

.

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

3

1

.


3

2

.

You have completed the Defining Subinventories procedure.

End of Procedure.

Page 33




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 Rules

You 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 34




Step Action

1

.

Begin by navigating to the Inventory Picking Rules page.


2

.

Click the Inventory, Vision Operations (USA) link.

3

.


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.

Page 35




Step Action

6

.


7

.

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

8

.


9

.

Enter the desired information into the Description field. Enter "Sales Order

Subinventory Picking Rules".

1

0

.

Click the Applicable To list.

Page 36




Step Action

1

1

.

Click the Sales Order list item.

Page 37




Step Action

1

2

.

Click the Subinventory list.

Page 38




Step Action

1

3

.

Click the SUBINVENTORY ASC list item.

Page 39




Step Action

1

4

.

Click the Subinventory Sort Rank list.

Page 40




Step Action

1

5

.

Click the 1 list item.

Page 41




Step Action

1

6

.

Click the Locator list.

Page 42




Step Action

1

7

.

Click the LOCATOR ASC list item.

Page 43




Step Action

1

8

.

Click the Locator Sort Rank list.

Page 44




Step Action

1

9

.

Click the 2 list item.

Page 45




Step Action

2

0

.


2

1

.

Click the Assignment button.

or

Press [Alt+A].

2

2

.

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.

Page 46




Step Action

2

3

.

Click in the Item field.

2

4

.

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

2

5

.

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

can modify it.

2

6

.

Click the Enabled option.

2

7

.


Page 47




Step Action

2

8

.

You have completed the Defining Picking Rules procedure.

End of Procedure.

Defining Item Templates

An 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.

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

Page 48




Step Action

1

.

Begin by navigating to the Find Item Templates page.


2

.


3

.


4

.

Click the Items: Templates link.

5

.

Use the Find Item Templates page to search for existing item templates or you can

create new item templates.

Page 49




Step Action

6

.


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.

Page 50




Step Action

8

.

Click in the Template field.

9

.

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

1

0.


1

1

.

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 toview all the All Groups, or limit the groups by individual tab.

1

3

.

Click the Show list.

Page 51




Step Action

1

4.

Click the Inventory list item.

1

5

.

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.

Page 52




Step Action

1

6

.

Click in the Inventory Item Value field.

1

7

.

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

1

8

.


1

9

.

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.

2

0

.

Click in the Stockable Value field.

Page 53




Step Action

2

1

.


2

2

.


2

3

.

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.

2

5

.


2

6

.


2

7.


2

8

.

This attribute enables you to create material reservations for the item. You can reserve

an item only when you have sufficient inventory.

2

9

.

Click in the Reservable Value field.

30

.

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

3

1

.


Page 54




Step Action

3

2

.

Click the Inventory list.

Step Action

3

3

.


3

4

.

Click the Process Manufacturing list item.

Page 55




Step Action

3

5

.

Click the Yes button.

or

Press [Alt+Y].

3

6.

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

formulas.

3

7

.

Click in the Recipe Enabled Value field.

38

.


3

9

.


Page 56




Step Action

4

0

.

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

4

1

.

Click in the Process Quality Enabled Value field.

4

2

.


43

.


4

4

.

This item attribute enables you to use the item in a production batch as an ingredient or

by-product.

4

5

.

Click in the Process Execution Enabled field.

4

6.


4

7

.


4

8

.


49

.

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

Defining Item Status Codes

You use item statuses codes to set default values for certain status attributes.

Page 57




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 itemattributes.

Procedure

Step Action

1

.

Begin by navigating to the Item Status page..


2

.


3

.


Page 58




Step Action

4

.


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.

Step Action

7.


8

.

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

Page 59




Step Action

9

.

Click in the Translated Status field.

10

.

Enter the desired information into the Translated Status field. Enter "Pre-ProductionItem Status".

1

1

.


1

2.

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

Status".

1

3

.

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.

1

4

.

Click the BOM Allowed option.

1

5

.

You use this item attribute to indicate whether the item is built with a discrete job or

repetitive assembly in Oracle Work in Process.

1

6

.

Click the Build In WIP option.

1

7

.

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

1

8.

Click the Internal Orders Enabled option.

1

9

.

This check box enables you to use this item in a production batch as an ingredient,

product, or by-product.

Page 60




Step Action

2

0

.

Click the Process Execution Enabled option.

2

1

.

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

formulas.

2

2

.

Click the Recipe Enabled option.

23

.

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

2

4

.

Click the Stockable option.

2

5

.

Setting this item attribute enables you to transact the item. You cannot set this

attribute, if you do not set the attribute Stockable.

2

6.

Click the Transactable option.

2

7

.


2

8

.

You have completed the Defining Item Status Codes procedure.

End of Procedure.

Defining Item Catalog Groups

Item 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.

Page 61




Procedure

Step Action

1

.

Begin by navigating to the Item Catalog Groups page.


2

.


3

.


4

.

Click the Catalog Groups link.

5

.

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

Page 62




Step Action

6

.


7

.


8

.

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

9

.

Click the Details button.

or

Press [Alt+D].

1

0

.

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.

Page 63




Step Action

1

1

.

This is the sequence the descriptive elements appear in the Master Item page when

you assign them to an item.

Step Action

1

2

.

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

1

3

.


1

4

.

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

Page 64




Step Action

1

5

.

Click in the Seq field.

1

6

.


1

7

.


18

.

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

1

9

.


2

0

.


2

1.

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

2

2

.


2

3

.

You have completed the Defining Item Catalog Groups procedure.

End of Procedure.

Defining Customer Items

You 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.

Page 65




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

container.

Procedure

Step Action

1

.

Begin by navigating to the Find Customer Items page.


2

.


3

.


4

.

Click the Customer Items link.

Page 66




Step Action

5

.

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

new customer items.

Step Action

6

.


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.

Page 67




Step Action

8

.

Click in the Customer Name field.

9

.

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

Telecommunications".

1

0.

Click in the Customer Item field.

1

1

.

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 areassigning the commodity code Finished Good to item ABC-1001. This means that

customer item ABC-1001 is a finished good.

1

3

.

Click in the Code field.

Page 68




Step Action

1

4

.

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

1

5

.

Click the Container tab.

1

6

.

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

17

.

Click in the Master field.

1

8

.

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

1

9

.


2

0.

You have completed the Defining Customer Items procedure.

End of Procedure.

Defining Customer Item Cross References

You 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

Page 69




Step Action

1

.

Begin by navigating to the Find Customer Item Cross References page.


2

.


3

.


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.

Page 70




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.

Page 71




Step Action

8

.

Click in the Customer Item field.

9

.

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

1

0.


1

1

.


12

.

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

1

3

.

Click in the Rank field.

Page 72




Step Action

1

4

.

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

1

5

.


1

6.

You have completed the Defining Customer Item Cross References procedure.

End of Procedure.

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

Page 73




Step Action

1

.

Begin by navigating to the Cross Reference Types page.


2

.


3

.


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.

Page 74




Step Action

6

.

Click in the Type field.

7

.

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

8

.


9

.

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

number".

1

0

.


1

1

.

You have completed the Defining Cross Reference Types procedure.

End of Procedure.

Page 75




Defining Commodity Codes

Commodity codes enable you to classify customer items. You use this classification when youdefine customer items.

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.


2

.


3

.


Page 76




Step Action

4

.

Click the Customer Item Commodity Codes link.

5.

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

Step Action

6

.

Click in the Commodity Code field.

7

.

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

8

.


9

.

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

parts".

Page 77




Step Action

1

0

.


1

1

.

You have completed the Defining Commodity Codes procedure.

End of Procedure.

Defining Category Sets

A 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.

Procedure

Page 78




Step Action

1

.

Begin by navigating to the Category Sets page.


2.


3

.


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 and

programs.

Step Action

6

.


Page 79




Step Action

7

.

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

8.


9

.

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

Set".

1

0

.

Click in the Flex Structure field.

1

1.

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

the category set.

1

2

.

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

1

3

.

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.

1

5

.

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

1

6

.

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.

1

7

.

Click in the Category field.

Page 80




Step Action

1

8

.

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

1

9

.


2

0.

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

Page 81




Step Action

1

.

Begin by navigating to the Find Categories page.


2

.


3

.


4

.

Click the Category Codes link.

5

.

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

categories.

Page 82




Step Action

6

.


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 categories

into category sets. A category can belong to multiple category sets.

8.

When you determine a product structure, you can assign a specific meaning to eachsegment.

Page 83




Step Action

9

.

Click in the Structure Name field.

1

0

.

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

11

.


1

2

.

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

1

3

.


Page 84




Step Action

1

4

.

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

1

5

.


1

6.

You have completed the Defining Categories procedure.

End of Procedure.

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

Page 85




Step Action

1

.

Begin by navigating to the Master Items page.


2

.


3

.


4

.

Click the Master Items link.

5

.

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

Page 86




Step Action

6

.


7

.

Press [F11].

8

.


9

.

Press [Ctrl+F11].

1

0

.


1

1

.


Page 87




Step Action

1

2

.

Click Pending Status.

1

3

.

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

1

4

.

Click in the Effective Date field.

1

5

.

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

Page 88




Step Action

1

6

.


1

7

.

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

1

8

.


19

.

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

2

0

.


2

1

.

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

2

2.


2

3

.

Click the Implement button.

or

Press [Alt+I].

2

4

.

Press the left mouse button on the OK object.

2

5

.

You have completed the Defining and Viewing Pending Statuses procedure.

End of Procedure.

Page 89




Copying Item Templates

You 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

Step Action

1

.

Begin by navigating to the Find Item Templates page.


2

.

Click the Inventory, Vision Operations (USA) link.

3

.


Page 90




Step Action

4

.

Click the Setup: Templates link.

5.

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

Step Action

6

.


or

Press [Alt+N].7

.

Use the Item Template page to enter new item templates.

Page 91




Step Action

8

.


9

.

Enter the desired information into the Template field. Enter

"Finished_Good_Process".

1

0.


1

1

.

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

Process Template".

12

.


or

Press [Alt+T].

Page 92




Step Action

1

3

.

Click the Copy Template... menu.

1

4

.

Use the Copy Template page to copy an existing item template. You can choose

which item attribute groups to copy.

Step Action

1

5

.


1

6

.

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".

Page 93




Step Action

1

7

.

Point to the Apply object.

1

8

.

Click the Done (F) button.

or

Press [Alt+F].

1

9

.


or

Press [Alt+Y].

Page 94




Step Action

2

0

.


2

1

.

You have completed the Copying Item Templates procedure.

End of Procedure.

Assigning Items to Categories

When 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

Page 95




Step Action

1

.

Begin by navigating to the Master Item page.


2.


3

.


4

.

Click the Master Items link.

Step Action

5

.

Click the View menu.

or

Press [Alt+V].

Page 96




Step Action

6

.

Click the Find... menu.

or

Press [F].

7

.

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

Step Action

8

.


9

.

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

1

0

.

Click the Find button.

Page 97




Step Action

or

Press [Alt+i].

Step Action

11

.


or

Press [Alt+T].

1

2

.

Click the Categories menu.

or

Press [a].

1

3

.

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.

Page 98




Step Action

1

4.

Click in the Category Set field.

1

5

.

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

1

6

.

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

17

.


1

8

.

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

Page 99




Step Action

1

9

.


2

0

.

You have completed the Assigning Items to Categories procedure.

End of Procedure.

Assigning Cross Reference Types

Cross reference types define relationships between items and entities such as obsolete part

numbers or supplier items numbers.

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

Page 100




Step Action

1

.

Begin by navigating to the Cross Reference Types page.


2.


3

.


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 multiplecross reference types.

Page 101




Step Action

6

.


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.

Step Action

9

.


10

.

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

Page 102




Step Action

1

1

.

The value you enter is the entity you would like to cross reference to the item. In this

case the obsolete part number.

1

2

.

Click in the Value field.

1

3

.

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

14

.


1

5

.

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

number".

1

6

.


1

7.

You have completed the Assigning Cross Reference Types procedure.

End of Procedure.

Specifying Recommended Categories

You 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 cataloggroup.

Procedure

Page 103






Step Action

6

.


or

Press [Alt+D].

7

.

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

Page 105




Step Action

8

.

Click the Descriptive Elements list.

Page 106




Step Action

9

.

Click the Categories list item.

Page 107




Step Action

1

0

.

Click in the Category Set field.

1

1

.

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

1

2

.


1

3

.

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

1

4

.


Page 108




Step Action

1

5

.

You have completed the Specifying Recommended Categories procedure.

End of Procedure.

Page 109






Step Action

1

.

Begin by navigating to the Find Organization Items page.


2

.


3

.


4

.

Click the Items: Organization Items link.

5

.

Use the Find Organization Items to enter item search criteria.

Page 111




Step Action

6

.


7

.


8

.

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

9

.


1

0

.


1

1

.

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.

Page 112




Step Action

1

2

.

Click the Right button.

Page 113




Step Action

1

3

.

Click the General Planning menu.

Page 114




Step Action

1

4

.

Click the Inventory Planning Method list.

Page 115




Step Action

1

5

.

Click the Min-Max list item.

Page 116




Step Action

1

6

.


1

7

.

You have completed the Updating Organization Level Items procedure.

End of Procedure.

Defining Manufacturer Part Numbers

You 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

Page 117




Step Action

1

.

Begin by navigating to the Manufacturers page.


2

.


3

.


4

.

Click the By Manufacturers link.

5

.

Use the Manufacturers page to select the manufacturer to which you associate the

part number.

Page 118






Step Action

9

.

Click in the Part field.

1

0

.

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

11

.

This is the item number defined in your system.

1

2

.


1

3

.


Page 120




Step Action

1

4

.


1

5

.


1

6

.


1

7

.

You have successfully completed the Defining Manufacturer Part Numbers

procedure.

End of Procedure.

Defining Items

An 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

Page 121




Step Action

1

.



2

.


3

.


4

.

Click the Items: Master Items link.

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 Inventoryautomatically switches to the Master Item page when you define a new item.

Page 122




Step Action

6

.


7

.


8

.


9

.

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

1

0

.


or

Press [Alt+T].

1

1

.

Click the Copy From... menu.

Page 123




Step Action

or

Press [C].

1

2.

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 itemmaster when you apply it.

Step Action

1

3

.


14

.


1

5.

Click the Apply button.

Page 124




Step Action

or

Press [Alt+A].

1

6.

Click the Done button.

or

Press [Alt+D].

Step Action

1

7

.


1

8

.

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.

Page 125




Step Action

1

9

.

You have completed the Defining Items procedure.

End of Procedure.

Defining Item Transaction Defaults

You 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

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

Page 126






Step Action

6

.


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.

Step Action

8

.


9

.


10

.

This is the default shipping subinventory for the item.

Page 128






Step Action

1

.



2

.


3

.


4

.

Click the Items: Master items link.

Page 130




Step Action

5

.

Click the Find... button.

6

.


Page 131








Step Action

1

7

.

You have completed the Defining Item Revisions procedure.

End of Procedure.

Defining Item Relationships

You 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.

Procedure

Step Action

1

.

Begin by accessing the Master Item page.


Page 134




Step Action

2

.


3.


4

.


Step Action

5

.


6

.


Page 135




Step Action

7

.


8

.


9

.


1

0

.


1

1.


or

Press [Alt+i].

Page 136




Step Action

1

2

.


or

Press [Alt+T].

1

3.

Click the Item Relationships menu.

or

Press [l].

1

4

.

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.

Page 137




Step Action

1

5

.

Click in the From Item field.

1

6

.

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

1

7

.

Click in the To Item field.

1

8

.

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

1

9

.


Page 138




Step Action

2

0

.

Click the Substitute list item.

Page 139




Step Action

2

1

.


2

2

.

You have completed the Defining Item Relationships procedure.

End of Procedure.

Assigning Subinventories to an Item

You 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 assignedsubinventories. 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 maximumorder quantities.

Page 140




Procedure

Step Action

1

.



2.


3

.


4.


Page 141












Step Action

2

0

.


2

1

.

If you select Min-Max Planning, then you can perform min-max planning at the

subinventory level for the item.

2

2

.

Click the Min-Max Planning option.

23

.

Click in the Min Qty field.

2

4

.

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

2

5

.

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

2

6.

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 theon-hand quantity of the item to exceed this quantity within this subinventory.

2

7

.

Click in the Max Qty field.

2

8

.

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

29

.


3

0.

You have successfully completed the Assigning Subinventories to an Item

procedure.

End of Procedure.

Page 146






Step Action

3

.


4.


Step Action

5

.


6

.


Page 148




Step Action

7

.


8

.


9

.


or

Press [Alt+i].

Page 149




Step Action

1

0

.

Click the Org Assign button.

1

1

.

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.

1

2

.

Click the Assigned option.

1

3

.


1

4

.


Page 150








Step Action

7

.


8

.

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

9

.


1

0.


1

1

.


or

Press [Alt+i].

Page 153


















Step Action

1

.

Begin by navigating to the Find Item Information page.


2.


3

.


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.

Step Action

6

.

Click the All list item.

Page 161








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. Whenyou 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 Inventoryuses 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.


• 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 Information

You 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.

Page 164






Step Action

6

.


7

.

Enter the desired information into the Item field. Enter "678910".

8

.


or

Press [Alt+d].

9

.

Use the Item Lots page to update lot information.

Page 166






• 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.

Procedure

Step Action

1

.



2

.


Page 168








Step Action

1

3

.


1

4

.


1

5.


or

Press [Alt+A].

16

.


or

Press [Alt+D].

Page 171










Step Action

3

4

.

Click the Shelf life days list item.

3

5

.

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.

Page 175




Step Action

3

6

.

Click in the Shelf Life Days field.

3

7

.

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

3

8

.


3

9

.

You have now completed the Setting Up Lot Control procedure.

End of Procedure.

Displaying Lot Information

You 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.

Page 176






Step Action

5

.

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

Step Action

6

.


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.

Page 178








Step Action

9

.

Click in the Action Description field.

10

.

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

1

1

.


1

2

.

You have completed the Defining Lot Action Codes procedure.

End of Procedure.

Creating a New Lot

You use the Edit Item Lots window to create new lots manage existing lot information. You canuse 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.

Procedure

Page 181






Step Action

6

.


or

Press [Alt+N].

7

.

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

under lot control.

Page 183




Step Action

8

.


9

.

Enter the desired information into the Item field. Enter "678910".

1

0.

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 notappear.

1

1

.

Click in the Lot field.

12

.

Click the Generate Lot button.

or

Press [Alt+G].

Page 184












Step Action

1

7

.

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

1

8

.

Click the Lot / Serial button.

or

Press [Alt+r].

1

9

.

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.

Step Action

2

0.

Click in the Lot Number field.

Page 189






















Step Action

or

Press [C].

1

2.

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.

Step Action

1

3

.


14

.


or

Press [Alt+A].

Page 199




Step Action

1

5

.


or

Press [Alt+D].

Step Action

1

6

.

Click the Inventory tab.

17

.

Click the Generation list.

1

8.

When you select Predefined as the serial control type, you must predefine serial

numbers for the item.

Page 200




Step Action

1

9.

Click the Predefined list item.

Page 201






Step Action

2

5

.

Click the Org Assign button.

2

6

.


2

7

.

Click the Vertical scrollbar.

28

.


2

9

.


3

0

.

You have completed the Setting Up Serial Number Control procedure.

End of Procedure.

Maintaining Serial Number Information

You 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

Page 203




Step Action

1

.

Begin by navigating the Find Serials page.

Click the Vertical scrollbar.

2

.


3

.


4

.

Click the Serial Numbers link.

5

.

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

Page 204






















Step Action

1

6

.

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

1

7

.

Click the Lot - Serial button.

1

8

.

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

Step Action

1

9

.

Click in the Starting Serial Number field.

Page 214








Step Action

1

.

Begin by navigating to the Find Serial page.


2.


3

.

Click the Serial Numbers link.

4

.

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

Step Action

5

.


6

.

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

Page 217




Step Action

7

.


8.


or

Press [Alt+i].

Step Action

9

.


1

0

.

Use the Serial Numbers page to access the Genealogy page. You must select a serial

number for which to view the genealogy.

Page 218






Step Action

1

4

.

Click the Material Transactions tab.

1

5

.

The Transaction Details alternative region displays item transaction information such

as the transaction date, subinventory, and transaction type.

1

6

.

You have completed the Viewing Serial Number Genealogy procedure.

End of Procedure.

Page 220






Step Action

1

.

Begin by navigating to the Material Status Definition page.


2

.


3

.


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 bymaterial 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.

Page 222
















Step Action

6

.


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.

1

0

.

Click in the Weight field.

1

1

.

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

Page 229




Step Action

1

2

.

Click in the Organization field.

1

3

.

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

1

4

.

Click the Consume Consigned option.

15

.

Click in the Owning Party field.

1

6

.

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

FRANCISCO".

1

7

.

Click in the From Subinventory field.

1

8.

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

1

9

.

Click the horizontal scrollbar.

2

0

.

Click in the To Subinventory field.

21

.

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

2

2

.


Page 230




Step Action

2

3

.


2

4

.


2

5.

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

Page 231




Step Action

1

.

Begin by navigating to the Account Aliases page.


2

.


3

.


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.

Page 232






Step Action

1

2

.

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

1

3

.


1

4.

You have completed the Defining Account Aliases procedure.

End of Procedure.

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 usagecalculations for ABC analysis or forecasting.

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

Procedure

Page 234






Step Action

5

.

Click the User tab.

6

.


7

.


8

.

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

9

.


1

0

.

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

Page 236




Step Action

1

1

.

Click in the Source Type field.

1

2

.

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

1

3

.

Click in the Action field.

14

.

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

1

5

.


1

6

.

Select the Status Control check box to enable material status control for this

transaction type.

1

7.

Click the Status Control option.

1

8

.


1

9

.

You have completed the procedure Defining Transaction Types.

End of Procedure.

Defining Transaction Reasons

A 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

Page 237




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

Step Action

1

.

Begin by navigating to the Transaction Reasons page.


2

.


3

.


4

.

Click the Setup: Reasons link.

Page 238




Step Action

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.

Step Action

6

.


7

.


8

.

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

9

.


Page 239




Step Action

1

0

.

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

inventory shortage".

1

1

.


1

2.

You have completed the Defining Transaction Reasons procedure.

End of Procedure.

Page 240




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. Everymaterial 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.


• 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 Shortages

A material shortage occurs whenever unsatisfied demand exceeds available quantify for incoming

supply.

In this example, you will view potential shortages.

Procedure

Page 241




Step Action

1

.

Begin by navigating to the Find Potential Shortages page.


2

.


3

.


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 byindividual 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.

Page 242




Step Action

6

.


7

.

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

8

.


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.

Page 243




Step Action

1

0

.

Click the Supply/Demand button.

or

Press [Alt+S].

1

1.

The Supply/Demand Detail page depicts detailed information about the item. It shows

the available quantity as well as from which the demand originated.

Page 244




Step Action

1

2

.

Click the File menu.

or

Press [Alt+F].

1

3.

Click the Close Form menu.

or

Press [C].

Page 245




Step Action

1

4

.


or

Press [Alt+D].

1

5.

The View Discrete Jobs page shows the details about the discrete job that is causing

the demand shortage.

Page 246




Step Action

1

6

.

Click the File menu.

or

Press [Alt+F].

1

7.

Click the Close Form menu.

or

Press [C].

1

8

.

You have completed the Viewing Potential Shortages procedure.

End of Procedure.

Viewing Pending Transactions

Use the Pending Transactions page to view, edit, and correct pending transactions beforevalidation.

Page 247




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

Procedure

Step Action

1

.

Begin by navigating to the Find Pending Transactions page.


2

.


3

.

Click the Pending Transactions link.

4

.

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

Page 248




Step Action

5

.


6

.

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

Transfer".

7

.


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 249






Step Action

1

1

.

Click the Serial button.

or

Press [Alt+r].

1

2.

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

transaction.

1

3

.

You have completed the Viewing Pending Transactions procedure.

End of Procedure.

Viewing Material Transactions

You 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 251




Procedure

Step Action

1

.

Begin by navigating to the Find Material Transactions page.


2

.


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 252




Step Action

5

.

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

"28-SEP-2008 00:00:00".

6

.


7

.


8

.


or

Press [Alt+i].

9.

The Location tab of the Material Transactions page depicts where the item currentlyresides as well as item information, consigned and VMI information, and transaction

information.

Page 253




Step Action

1

0

.


1

1

.


1

2

.


1

3

.


1

4

.

Click the Intransit tab.

Page 254




Step Action

1

5

.

The Intransit tab displays the item, shipment number, waybill, and air number, freight

code, container quantity, and transaction type information.

1

6

.


1

7

.

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.

1

9

.


2

0

.


2

1.


2

2

.


2

3

.

Click the Transaction ID tab.

24

.

The Transaction ID tab displays the item and transaction information.

2

5

.


Page 255




Step Action

2

6

.


2

7

.


2

8

.


29

.


3

0

.


3

1

.


3

2.

Click the Transaction Type tab.

3

3

.

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

transaction information.

3

4

.


35

.

Click the Consumption Advice tab.

3

6

.

The Consumption Advice tab displays the consigned and vendor-managed

information.

Page 256




Step Action

3

7

.


3

8

.


3

9

.

Click the Distributions button.

or

Press [Alt+b].

40

.

Use the Material Transaction Distributions page to view detailed information aboutthe transactions.

You use the Account tab to view the account information associated with transaction

as well as the transaction value and transaction type.

Page 257




Step Action

4

1

.

Click in the Transaction Date field.

4

2

.

Click the Location tab.

4

3.

The Location tab gives detailed transaction location information including operation

information if applicable.

4

4

.


4

5

.

Click the Type tab.

4

6

.

The Type tab displays the transaction type information.

4

7.

Click in the Transaction Date field.

48

.

Click the Currency tab.

4

9

.

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

applicable.

50

.

Click in the Currency field.

5

1.

Click the Comments tab.

Page 258




Step Action

5

2

.

The Comments tab displays information such as the transaction reason and transaction

flow type if applicable.

5

3

.

Click in the Reason field.

5

4.

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 259




Step Action

1

.

Begin by navigating to the Inter-organization Transfer page.


2

.


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 shipmentnumber uniquely identifies and item or group of items to transfer.

Page 260




Step Action

5

.

Click in the To Org field.

6

.

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

7

.


8

.

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

9

.

Click the Transaction Lines button.

or

Press [Alt+r].

1

0

.

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.

Page 261




Step Action

1

1.


1

2

.


1

3

.


14

.

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

1

5

.

Click in the To Subinv field.

Page 262




Step Action

1

6

.

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

1

7

.


1

8

.

Click in the Quantity field.

19

.


2

0

.

Click the Lot / Serial button.

or

Press [Alt+r].

2

1

.

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.

Page 263




Step Action

2

2

.

Click in the Lot Number field.

2

3

.

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

2

4

.


2

5

.


2

6

.


or

Press [Alt+D].

Page 264




Step Action

2

7.


2

8

.

You have completed the Transferring Directly Between Organizations procedure.

End of Procedure.

Transferring Consigned and VMI Material

You use the Consigned Transactions page to transfer ownership of consigned inventory. Youcan transfer ownership of consigned material to or from a supplier.

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

Page 265




Procedure

Step Action

1

.

Begin by navigating to the Consigned Transactions page.


2.


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).

Page 266




Step Action

5

.


6

.

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

7

.


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.

Page 267




Step Action

9

.


1

0

.


11

.


1

2

.

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

1

3

.

Click in the Owning Party field.

Page 268




Step Action

1

4

.

Enter the desired information into the Owning Party field. Enter "Pittsburgh

Electronics - Bridgeville".

1

5

.


1

6

.


17

.


1

8

.


1

9

.

You have completed the Transferring Consigned and VMI Material procedure.

End of Procedure.

Transferring Between Subinventories

You 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

Page 269




Step Action

1

.

Begin by navigating to the Subinventory Transfers page.


2

.


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.

Page 270




Step Action

5

.


6

.

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

7

.


or

Press [Alt+r].

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 pageas well. If the item is under serial control, you can access the Serial Entry page from

this page.

Page 271




Step Action

9

.


1

0

.


11

.


1

2

.


1

3

.


Page 272




Step Action

1

4

.


1

5

.


1

6

.

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

17

.


1

8

.

You have completed the Transferring Between Subinventories procedure.

End of Procedure.

Transferring Between Organizations Using Intransit Processes

You use intransit shipments when the transportation times between organizations is significant.

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

Procedure

Page 273




Step Action

1

.

Begin by navigating to the Inter-organization Transfer page.


2

.


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.

Page 274




Step Action

5

.

Click in the To Org field.

6

.

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

7

.


8

.

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

9

.

Click in the Number field.

1

0

.

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

Page 275




Step Action

1

1

.


or

Press [Alt+r].

1

2

.

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.

Step Action

13

.


1

4.


Page 276




Step Action

1

5

.


1

6

.


1

7

.


18

.

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

1

9

.


2

0

.


2

1.


22

.

You have completed the Transferring Between Organization Using Intransit

Processes procedure.

End of Procedure.

Performing Planning Transfer Transactions

Vendor 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.

Page 277




Procedure

Step Action

1

.

Begin by navigating to the Planning Transfer page.


2.


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 278




Step Action

5

.


or

Press [Alt+r].

6

.

You use the Planning Transfer page to information about the vendor-managed

inventory to issue or receive.

Page 279




Step Action

7

.


8

.


9

.

This is the subinventory where the vendor managed inventory resides.

1

0

.


1

1.

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

1

2

.

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

Page 280




Step Action

1

3

.

Click in the Planning Party field.

1

4

.

Enter the desired information into the Planning Party field. Enter "Pittsburgh

Electronics- BRIDGEVILLE".

1

5

.

Click in the UOM field.

16

.

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

1

7

.


1

8

.


1

9.


20

.

You have completed the Performing Planning Transfer Transactions procedure.

End of Procedure.

Performing Miscellaneous Transactions

Miscellaneous 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.

Page 281




Procedure

Step Action

1

.

Begin by navigating to the Miscellaneous Transaction page.


2.


3

.

Click the Miscellaneous Transaction link.

4.

You use the Miscellaneous Transaction page to enter transactions that you normallydo 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.

Page 282




Step Action

5

.


6

.

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

7

.

Click in the Account field.

8

.

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

9

.

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

1

0

.


or

Press [Alt+r].

Page 283




Step Action

1

1

.

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

Step Action

1

2

.


1

3

.


1

4

.

Click in the subinventory field.

Page 284




Step Action

1

5

.

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

1

6

.


1

7

.


18

.


1

9

.

You have completed the Performing Miscellaneous Transactions procedure.

End of Procedure.

Viewing Transaction Summaries

You 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 285




Step Action

1

.

Begin by navigating to the Summarize Transactions page.


2

.


3

.

Click the Transaction Summaries link.

4

.

Use the Summarize Transactions page to enter transaction search criteria.

Page 286




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".

8

.


9

.


1

0

.

Click the Summarize button.

or

Press [Alt+i].

Page 287




Step Action

1

1

.

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.

Step Action

1

2

.

Click the Subinventory, Locator tab.

1

3

.

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

history.

1

4

.

Click the Source Type tab.

Page 288




Step Action

1

5

.

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

1

6

.

Click the Transaction Type tab.

1

7

.

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

18

.

Click the Action tab.

1

9

.

Use the Action tab to view the transaction action.

2

0

.

Click the Source / Transaction Type tab.

2

1.

Use the Source / Transaction Type tab to view the transaction source and transaction

type information.

2

2

.

Click the Right button.

Page 289




Step Action

2

3

.

Click the Cost Group menu.

2

4

.

Use the Cost Group tab to group cost group information.

Page 290




Step Action

2

5

.

Click the Subinventory, Cost Group tab.

2

6

.

Use the Subinventory, Cost Group tab to view subinventory and Cost Group

information.

2

7.

You have completed the Viewing Transaction Summaries procedure.

End of Procedure.

Page 291




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.


• 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 Quantities

You use the Material Workbench page to view material in receiving, on hand quantities andinbound material.

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

Procedure

Page 292




Step Action

1

.

Begin by navigating to the Query Material page.


2

.


3

.


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 293




Step Action

6

.

Click in the Query field.

7

.

Click the On-hand option.

8

.

Click the Receiving option.

9

.


or

Press [Alt+n].

10

.

The Material Workbench page contains two panes, the View By pane and theQuantity 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 294




Step Action

1

1

.

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 thesubinventories of the organization.

Step Action

12

.

Click an entry in the Organizations tree control.

1

3

.

Click an entry in the M1 tree control.

Page 295




Step Action

1

4

.

Click an entry in the Receiving tree control.

1

5

.


1

6

.


17

.


1

8

.


1

9

.


2

0.


2

1

.


2

2

.


23

.


2

4

.


Page 296




Step Action

2

5

.


2

6

.

You have completed the Viewing On-hand Quantities procedure.

End of Procedure.

Viewing Item Supply and Demand Information

You 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 297




Step Action

1

.

Begin by navigating to the Find Supply Demand Item page.


2.


3

.


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, ATPsubinventories, or Net subinventories.

Page 298




Step Action

6

.


7.


8

.


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 jobnumber. In addition, you can see the quantity information for the item number.

Page 299




Step Action

1

0

.

Click in the Date field.

1

1

.

You have completed the Viewing Item Supply and Demand Information procedure.

End of Procedure.

Viewing Item Availability

You use the Material Workbench page to view item availability.

In this example, you will view item availability.

Procedure

Page 300




Step Action

1

.

Begin by navigating to the Material Workbench page.


2.


3

.


4

.


5

.

Use the Query Material page to enter the search criteria which determines the

information that you view on the Material Workbench page.

Step Action

6

.

Click in the Item / Revision field.

Page 301




Step Action

7

.

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

8.


or

Press [Alt+n].

9.

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

Step Action1

0

.

Click the Availability button.

or

Press [Alt+i].

Page 302




Step Action

1

1

.

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.

Step Action

1

2

.

Click in the Material Location field.

1

3

.

You have completed the Viewing Item Availability procedure.

End of Procedure.

Viewing Attribute Information

You 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.

Page 303




Procedure

Step Action

1

.



2

.


3

.


4

.

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

the Material Workbench page.

Page 304




Step Action

5

.

Click the View By list.

Page 305




Step Action

6

.

Click the Lot list item.

Page 306




Step Action

7

.


8

.

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

9

.


or

Press [Alt+n].

1

0

.

The Material Workbench page provides you with information about the material in

your organization.

Page 307




Step Action

1

1

.


1

2

.


1

3

.

Click the S00286 tree item.

1

4

.

Click the Attributes button.

or

Press [Alt+A].

1

5

.

The Attributes page displays lot flexfield attribute information as well as lot

categories.

Page 308




Step Action

1

6.

Click in the Attribute field.

1

7

.

You have completed the Viewing Attribute Information procedure.

End of Procedure.

Updating a Grade

You can use the Material Workbench page to update the grade of a lot and grade controlleditem.

In this example, you will update a grade.

Page 309




Procedure

Step Action

1

.



2.


3

.


4.


5

.



Page 310




Step Action

6

.


7

.

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

8

.

Click the View By list.

Page 311




Step Action

9

.

Click the Grade list item.

Page 312




Step Action

1

0

.


1

1

.

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

1

2

.


1

3

.


or

Press [Alt+n].

1

4

.

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 313




Step Action

1

5.

Click an entry in the Grade tree control.

1

6

.

Click an entry in the B tree control.

1

7

.


18

.

Click an entry in the Strawberries tree control.

1

9

.

Click the S00287 tree item.

Page 314




Step Action

2

0

.


or

Press [Alt+T].

2

1

.

Click the Grade Update menu.

or

Press [G].

2

2

.

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.

Page 315




Step Action

2

3

.

Click in the To Grade field.

2

4

.

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

2

5.

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

2

6

.

Click the Update button.

or

Press [Alt+U].

2

7

.

Click the OK button.

or

Press [Alt+O].

2

8.

You have completed the Updating a Grade procedure.

End of Procedure.

Performing a Status Update

Use the Status Update Details page to update material status details.

In this example, you will update a status.

Procedure

Page 316




Step Action

1

.



2

.


3

.


4

.


5

.



Page 317




Step Action

6

.


7

.

The Material Workbench page provides you with information about the material in

your organization.

Page 318




Step Action

8

.

Click an entry in the Organization tree control.

9

.


1

0.

Click an entry in the On-hand tree control.

1

1

.

Click the Defective tree item.

12

.


or

Press [Alt+T].

Page 319




Step Action

1

3

.

Click the Status Update menu.

or

Press [S].

1

4

.

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.

1

5

.

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

1

6.


Page 320




Step Action

1

7

.

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

1

8

.

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

change.

1

9

.

Click in the Reason field.

20

.

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

2

1

.

Click the Update button.

or

Press [Alt+U].

2

2

.


or

Press [Alt+O].

2

3

.

You have now completed the Performing a Status Update procedure.

End of Procedure.

Performing a Mass Move

You 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.

Page 321




Procedure

Step Action

1

.



2.


3

.


4.


5

.



Page 322




Step Action

6

.


7

.


or

Press [Alt+n].

8.

The Material Workbench page provides you with information about the material inyour organization.

Page 323




Step Action

9

.

Point to the Organizations object.

1

0

.


11

.


1

2

.


1

3

.

Click an entry in the FGI tree control.

Page 324




Step Action

1

4

.

Click the AS18947 tree item.

1

5

.


or

Press [Alt+T].

1

6

.

Click the Mass Move menu.

or

Press [o].

1

7

.

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

Page 325




Step Action

1

8

.


1

9

.


20

.


or

Press [Alt+O].2

1

.


or

Press [Alt+O].

2

2

.

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.

Page 326




Step Action

2

3

.


2

4

.


2

5

.

Click the Approve button.

or

Press [Alt+A].

26

.

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

Page 327




Performing a Mass Issue

You can use the Material Workbench page to generate a move order to mass issue the entirequantity of an item out of a subinventory.

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

Procedure

Step Action

1

.



2

.


3

.


Page 328




Step Action

4

.


5.

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

Step Action

6

.


or

Press [Alt+n].

Page 329




Step Action

7

.


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 330




Step Action

1

0

.

Click in the Account field.

1

1

.

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

1

2

.


or

Press [Alt+O].

13

.


or

Press [Alt+O].

Page 331




Step Action

1

4

.

Use the Move Orders page to approve the requisition the mass issue created. Notice

that the primary quantity appears automatically.

Step Action

1

5

.


or

Press [Alt+A].

16

.

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

Page 332




Creating Reservations

A 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

Step Action

1

.

Begin by navigating to the Find Reservations page.


2

.


3

.


Page 333




Step Action

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.

Step Action

6

.


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 334




Step Action

8

.

Click in the Sales Order field.

9

.

Enter the desired information into the Demand Header field. Enter

"64608.Mixed.ORDER ENTRY".

1

0.

Click in the Line field.

1

1

.

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

12

.

When you click in the Organization field, the sales order information appearsautomatically.

1

3

.

Click in the Organization field.

Page 335




Step Action

1

4

.


1

5

.

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

1

6

.

Click the Supply tab.

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.

1

8

.

You can create a unique name to identify the reservation

1

9

.


2

0

.

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

2

1

.


2

2

.

You have completed the Creating Reservations procedure.

End of Procedure.

Viewing Status Information

You can use the Material Workbench page to view material status information.

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

Page 336




Procedure

Step Action

1

.



2

.


3

.


4

.


5

.

Use the Query Material page to enter the search criteria which determines the

information that appears on the Material Workbench page.

Page 337




Step Action

6

.


or

Press [Alt+n].

7

.

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

organization.

Page 338




Step Action

8

.

Click an entry in the Organization tree control.

9

.


1

0.


1

1

.

Click the FGI tree item.

12

.

Click the Status button.

or

Press [Alt+S].

Page 339




Step Action

1

3

.

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.

Step Action

1

4

.

Click in the Subinventory Status field.

1

5

.

You have completed the Viewing Status Information procedure.

End of Procedure.

Page 340




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.


• 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 Rules

You can create pick slip grouping rules to organize how picking lines for released sales ordersand 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 341




Step Action

1

.

Begin by navigating to the Pick Slip Grouping Rules page.


2

.


3

.


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.

Page 342




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.

9

.

Click the Order Number option.

1

0

.

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

slip number.

1

1

.

Click the Customer option.

1

2

.


1

3.

You have completed the Defining Pick Slip Grouping Rules procedure.

End of Procedure.

Allocating and Transacting Move Orders

After 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 343




Step Action

1

.

Begin by navigating to the Find Move Order Lines page.


2

.


3

.


4

.

Click the Transact Move Orders link.

5

.

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

Page 344




Step Action

6

.

Click in the Low Order Number field.

7

.

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

8

.


or

Press [Alt+i].

9

.

Use the Transact Move Orders page to allocate and transact entire move orders and

to view move order information.

Page 345




Step Action

1

0

.

Click the Select option.

1

1

.

Click the View/Update Allocations button.

or

Press [Alt+U].

1

2

.

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 346




Step Action

1

3

.

Click the Select Available Inventory button.

or

Click the Select Available Inventory button.

1

4

.

The Select Available Inventory page displays available inventory that meets the

demand the move order requires.

Page 347




Step Action

1

5

.

Click in the Selected Transaction Qty field.

1

6

.

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

1

7

.


or

Press [Alt+n].

Page 348




Step Action

1

8

.

Click the Transact button.

or

Press [Alt+n].

Page 349




Step Action

1

9

.


or

Press [Alt+O].

2

0

.

You have completed the Allocating and Transacting Move Orders procedure.

End of Procedure.

Generating Move Order Requisitions

Use the Move Orders page to manually create new move orders.

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

Procedure

Page 350




Step Action

1

.

Begin by navigating to the Move Orders page.


2

.


3

.


4

.

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

Page 351




Step Action

5

.


6

.

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

7

.


8

.

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

9

.


1

0

.

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

Transfer".

Page 352




Step Action

1

1

.

Click in the Source Subinv field.

1

2

.

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

1

3

.

Click in the Destination Subinv field.

14

.

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

1

5

.


1

6

.


1

7.

If you entered a Transaction Type, a Source Subinventory, or a Destination

Subinventory in the Default alternative region, this information appears automaticallywhen you click in the Transaction Type field.

1

8

.


1

9

.

Click the On Hand button.

or

Press [Alt+O].

Page 353




Step Action

2

0

.

Click the Availability button.

or

Press [Alt+i].

2

1.

Use the Availability page to verify that you have enough material in your subinventory

to generate your move order requisition.

Page 354




Step Action

2

2

.

Click the menu.

or

Press [Alt+-].

Page 355




Step Action

2

3

.

Click the Close menu.

or

Press [C].

Page 356




Step Action

2

4

.

Click the menu.

or

Press [Alt+-].

Page 357




Step Action

2

5

.

Click the Close menu.

or

Press [C].

Page 358




Step Action

2

6

.


2

7

.

Click in the Primary Quantity field.

2

8

.

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

2

9

.

Click the Source tab.

3

0

.

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.

Page 359




Step Action

3

1

.

Click the Destination tab.

3

2

.

Use the Destination tab to enter the destination subinventory information if you did

not enter it in the Default alternative region.

3

3

.


or

Press [Alt+A].

34

.

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

Page 360




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 Cards

When 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 361




Step Action

1

.

Begin by navigating to the Find Kanban Cards page.


2

.


3

.


4

.

Click the Kanban: Kanban Cards link.

5

.

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

Page 362




Step Action

6

.


7

.


8

.


or

Press [Alt+i].

9

.

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

Page 363




Step Action

1

0

.

Click the Replenish button.

or

Press [Alt+R].

1

1

.

You have completed the Replenishing Kanban Cards procedure.

End of Procedure.

Purging Replenishment Counts

Use the Purge Replenishment Counts page to purge old replenishment counts.

In this example, you will purge a replenishment count.

Procedure

Page 364




Step Action

1

.

Begin by navigating to the Purge Replenishment Counts page.


2

.


3

.


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 365




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".

1

0

.

Click in the Delete Errored Counts REQUIRED field.

1

1

.

Enter the desired information into the Delete Errored Counts REQUIRED field.

Enter "Yes".

Page 366




Step Action

1

2

.


or

Press [Alt+O].

1

3

.

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

1

4

.

Click the Submit button.

or

Press [Alt+m].

1

5

.


or

Press [Alt+Y].

1

6

.

You have completed the Purging Replenishment Counts procedure.

End of Procedure.

Printing Kanban Cards

Use 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 367




Step Action

1

.

Begin by navigating to the Print Kanban Cards page.


2

.


3

.


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.

Page 368




Step Action

6

.


7

.


8

.


9

.

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

1

0

.

Point to the OK object.

1

1

.


or

Press [Alt+O].

Page 369




Step Action

1

2

.

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

1

3

.


or

Press [Alt+m].

1

4

.

Click the No button.

or

Press [Alt+N].

1

5

.

You have completed the Printing Kanban Cards procedure.

End of Procedure.

Generating Kanban Cards

Use the Generate Kanban Cards page to generate kanban cards.

In this example, you will generate kanban cards.

Procedure

Page 370




Step Action

1

.

Begin by navigating to the Generate Kanban Cards page.


2

.


3

.


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 371




Step Action

6

.

Click in the Item: Low field.

7

.

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

8

.


or

Press [Alt+O].

9

.

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

criteria.

10

.


1

1

.


Page 372




Step Action

1

2

.


1

3

.

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

1

4

.


or

Press [Alt+O].

15

.


or

Press [Alt+m].

1

6

.

Click the No button.

or

Press [Alt+N].

1

7

.

You have completed the Generating Kanban Cards procedure.

End of Procedure.

Entering and Reloading Item Safety Stocks

Use the Enter Item Safety Stock page to enter the floor or base level of inventory from whichOracle 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.

Page 373




Procedure

Step Action

1

.

Begin by navigating to the Find Item Safety Stocks page.


2.


3

.


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 374




Step Action

6

.


or

Press [Alt+N].

7

.

Use the enter Item Safety Stocks page to enter safety stock.

Page 375




Step Action

8

.


9

.


1

0.


1

1

.

Enter the desired information into the Effective Date field. Enter "03-APR-2008".

12

.


1

3

.


Page 376




Step Action

1

4

.


1

5

.

You have completed the Entering and Reloading Item Safety Stocks procedure.

End of Procedure.

Entering and Processing Replenishment Counts

You 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

Page 377




Step Action

1

.

Begin by navigating to the Find Replenishment Count Headers page.


2.


3

.


4

.

Click the Counts link.

5

.

Use the Find Replenishment Count Headers page to create new replenishment

counts.

Step Action

6

.


Page 378




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 subinventoryto be replenished. The souring information is pulled from information you previously

specified.

Step Action

8

.


9

.

Enter the desired information into the Name field. Enter "Finreplen".

1

0

.


Page 379




Step Action

1

1

.

Enter the desired information into the Subinventory field. Enter "Fingood".

1

2

.

You must click in to another field for the Default Items and Default Lines buttons to

be enabled.

1

3

.

Click in the Default Deliver To field.

14

.

Click the Lines button.

or

Press [Alt+i].

1

5

.

Use the Replenishment Count Lines page to enter item and quantity information for

your replenishment count.

Page 380




Step Action

1

6

.


1

7

.


18

.


1

9.


2

0

.

Click the button.

Page 381




Step Action

2

1

.

Click the Process and Report button.

or

Press [Alt+c].

2

2

.


or

Press [Alt+O].

2

3.

You have now completed the Entering and Processing Replenishment Counts

procedure.End of Procedure.

Defining Kanban Pull Sequences

A 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.

Procedure

Page 382




Step Action

1

.

Begin by navigating to the Pull Sequence Summary page.


2

.


3

.


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 383




Step Action

6

.


or

Press [Alt+N].

7

.

Use the Pull Sequence Summary page to define a kanban pull sequence.

Page 384




Step Action

8

.


9

.


1

0.

The Source Type is the source of the material from you replenish.

1

1

.

Click the Source Type list.

Page 385




Step Action

1

2

.

Click the Intra Org list item.

1

3

.

This is the Subinventory to replenish.

Page 386




Step Action

1

4

.


1

5

.


1

6

.


1

7

.

Click in the Source Subinventory field.

1

8

.

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

Page 387




Step Action

1

9

.

Click the Kanban tab.

2

0

.

Click in the Number of Cards field.

2

1

.

Enter the desired information into the Number of Cards field. Enter "10".

22

.


2

3

.

You have completed the Defining Kanban Pull Sequences procedure.

End of Procedure.

Defining Kanban Cards

Procedure

Page 388




Step Action

1

.

Begin by navigating to the Find Kanban Cards page.


2

.


3

.


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 389




Step Action

6

.


or

Press [Alt+N].

7

.

Use the Kanban Cards Summary page to view, define, and update kanban cards.

Page 390




Step Action

8

.


9

.


1

0.


1

1

.


12

.

If select Replenishable, this means that you can reuse the kanban card.

1

3

.

Click the Replenishable option.

Page 391




Step Action

1

4

.

Click the Source tab.

1

5

.

Click the Source Type list.

Step Action

1

6

.

Click the Intra Org list item.

Page 392




Step Action

1

7

.


1

8

.


1

9

.


2

0

.


2

1

.

You have completed the Defining Kanban Cards procedure.

End of Procedure.

Page 393




Summarizing Demand Detail

Use 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.

Procedure

Step Action

1

.

Begin by navigating to the Find Demand History Items page.


2.


3

.


Page 394




Step Action

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.

Step Action

7

.

Click in the Items field.

8

.

Click in the Item: Low field.

9

.

Enter the desired information into the Item: Low field. Enter "AS18947".

Page 395




Step Action

1

0

.

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.

1

1

.

Click in the Item: High field.

1

2

.


or

Press [Alt+O].

13

.


or

Press [Alt+i].

1

4

.

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.

1

5.

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 isdetermined by the organization calendar you defined in the Defined Calendar page.

Page 396




Step Action

1

6

.

Click the History 1 button.

or

Press [Alt+s].

1

7.

The Demand History page displays the demand history by item and by date. It shows

the sales order shipments, interorganization transfers, miscellaneous issues, and issuesto wip.

1

8

.

You have completed the Summarizing Demand Detail procedure.

End of Procedure.

Page 397




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 Periods

Use 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 page


Page 398




Step Action

2

.


3.


4

.

Click the Inventory Accounting Periods link.

5

.

Use the Inventory Accounting Periods page to open inventory accounting periods.

Step Action

6

.


7

.

Click the Change Status... button.

Page 399




Step Action

or

Press [Alt+C].

8

.


or

Press [Alt+O].

9

.

You do not have to save your work for the status change to take effect.

1

0.

You have completed the maintaining accounting periods procedure.

End of Procedure.

Page 400




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 Information

You 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 401




Step Action

1

.

Begin by navigating to the ABC Assignment Groups page.


2

.


3

.


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 402




Step Action

6

.

Click in the Group Name field.

7

.


or

Press [Alt+T].

8.

Click the Purge Group menu.

9

.


or

Press [Alt+O].

1

0

.


or

Press [Alt+O].

Page 403




Step Action

1

1

.

You have completed the Purging ABC information procedure.

End of Procedure.

Defining and Running an ABC Compile

You 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.


Page 404




Step Action

2

.


3.


4

.

Click the ABC Codes: ABC Compiles link.

5

.

Use the ABC Compiles page to create a new ABC compile.

Step Action

6

.


or

Press [Alt+N].

Page 405




Step Action

7

.

Use the Define ABC Compile page to enter ABC compilation criteria.

Step Action

8

.

Click in the Compile Name field.

9

.

Enter the desired information into the Compile Name field. Enter "SeattleCompile".

1

0.


1

1

.

Enter the desired information into the Description field. Enter "ABC Compile for the

Seattle Org".

Page 406




Step Action

1

2

.

Click in the Criterion field.

1

3

.

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.

1

4

.

Enter the desired information into the Criterion field. Enter "Current on hand

quantity".

15

.


1

6

.

Click the Compile button.

or

Press [Alt+C].

1

7

.


or

Press [Alt+O].

1

8

.


or

Press [Alt+Y].

1

9

.


or

Press [Alt+O].

Page 407




Step Action

2

0

.

You have completed the Defining and Running an ABC Compile procedure.

End of Procedure.

Defining ABC Item Assignments

When 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 408




Step Action

1

.

Begin by navigating to the Assign ABC Items page.


2.


3

.


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.

Step Action

6

.

Click in the ABC Group field.

Page 409




Step Action

7

.

Enter the desired information into the ABC Group field. Enter "OnHandABC".

8.


or

Press [Alt+i].

9.

If you choose to enter %Items, the system rounds the numbers as necessary. The restof the item information also appears automatically when you enter information in one

of the fields.

1

0

.


1

1

.

Enter the desired information into the Items field. Enter "5".

1

2

.


1

3

.


14

.


1

5

.


1

6.


1

7.


Page 410




Step Action

1

8

.


1

9

.


2

0

.


21

.


2

2

.


2

3

.

Click the Assign button.

or

Press [Alt+n].

24

.


or

Press [Alt+O].

2

5

.

You have completed the Defining ABC Item Assignments procedure.

End of Procedure.

Defining ABC Classes

You 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.

Page 411




Procedure

Step Action

1

.

Begin by navigating to the ABC Classes page.


2.


3

.


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 412




Step Action

6

.

Click in the Class Name field.

7

.

Enter the desired information into the Class Name field. Enter "Highest".

8

.


9

.

Enter the desired information into the Description field. Enter "Highest Value Items".

1

0

.


Page 413




Step Action

1

1

.

Enter the desired information into the Class Name field. Enter "Medium".

1

2

.


1

3

.

Enter the desired information into the Description field. Enter "Medium Value

Items".

14

.


1

5

.

Enter the desired information into the Class Name field. Enter "Lowest".

1

6

.


1

7.

Enter the desired information into the Description field. Enter "Lowest Value Items".

1

8

.


1

9

.

You have completed the Defining ABC Classes procedure.

End of Procedure.

Defining ABC Assignment Groups

ABC 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.

Page 414




Procedure

Step Action

1

.

Begin by navigating to the ABC Assignment Groups page.


2.


3

.


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.

Page 415




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.

9

.

Enter the desired information into the Compile Name field. Enter "SeattleCompile".

1

0

.

When you click in the Valuation Scope field the valuation scope appears

automatically.

1

1

.

Click in the Valuation Scope field.

Page 416




Step Action

1

2

.

Click the Group Classes button.

or

Press [Alt+p].

1

3

.

Use the ABC Group Class Assignment page to associate ABC class with an ABC

assignment group and an ABC compile.

Step Action

14

.


1

5.

Enter the desired information into the Class Name field. Enter "Highest".

Page 417




Step Action

1

6

.


1

7

.

Enter the desired information into the Class Name field. Enter "Medium".

1

8

.


19

.

Enter the desired information into the Class Name field. Enter "Lowest".

2

0

.


2

1

.

You have completed the Defining ABC Assignment Groups procedure.

End of Procedure.

Updating ABC Item Assignments

If 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 418




Step Action

1

.

Begin by navigating to the Update ABC Item Assignments page.


2

.


3

.


4

.

Click the Update Item Assignments link.

5

.

Use the Update ABC Item Assignments page to change the ABC item class.

Page 419




Step Action

6

.

Click in the ABC Group field.

7

.

Enter the desired information into the ABC Group field. Enter "M1_DAILY".

8

.


or

Press [Alt+i].

9

.


or

Press [Alt+Y].

1

0

.

Click in the ABC Class field.

Page 420




Step Action

1

1

.

Press [Backspace].

1

2

.

Enter the desired information into the ABC Class field. Enter "Class B".

1

3

.

Click in the ABC Class field.

14

.

Press [Backspace].

1

5

.

Enter the desired information into the ABC Class field. Enter "Class C".

1

6

.


1

7.

You have completed the Updating ABC Item Assignments procedure.

End of Procedure.

Page 421




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.


• 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 Information

Use 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 422




Step Action

1

.


2

.


3

.


4

.

Click the Cycle Counts link.

5

.

Use the Cycle Counts Summary page to query for existing cycle counts.

Page 423




Step Action

6

.

Click in the Cycle Count field.

7

.

Press [F11].

8

.

Enter the desired information into the Cycle Count field. Enter "OrganizationCount".

9

.

Press [Ctrl+F11].

1

0

.


or

Press [Alt+T].

1

1

.

Click the Purge Cycle Count menu.

Page 424




Step Action

or

Press [P].

1

2.

Use the Purge Cycle Count Parameters page launch the concurrent request.

Step Action

1

3

.


or

Press [Alt+K].

1

4

.


or

Press [Alt+O].

Page 425




Step Action

1

5

.

You have completed the Purging Cycle Count Information procedure.

End of Procedure.

Generating Count Requests

Use 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.

Procedure

Step Action

1.

Begin by navigating to the Cycle Counts Summary page.Click the vertical scrollbar.

Page 426




Step Action

2

.


3.


4

.


Step Action

5

.


or

Press [Alt+T].

6

.

Click the Perform Full Cycle Count menu.

Page 427




Step Action

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 countlisting.

Step Action

8

.

Click in the Parameters field.

9

.

Use the Parameters page to enter the Cycle count listing parameters.

1

0

.

Click in the Cycle Count Name REQUIRED field.

Page 428




Step Action

1

1

.

Enter the desired information into the Cycle Count Name REQUIRED field. Enter

"OrganizationCount".

1

2

.


or

Press [Alt+O].

1

3

.


or

Press [Alt+m].

1

4

.

You have completed the Generating Count Requests procedure.

End of Procedure.

Generating Automatic Schedules

You can use the Cycle Count Summary page to submit automatic schedule requests.

In this example, you will submit an automatic schedule request.

Procedure

Page 429




Step Action

1

.

Begin by navigating to the Cycle Counts Summary page.


2

.


3

.


4

.


5

.

Use the Cycle Count Summary page to query for existing cycle count information.

Page 430




Step Action

6

.

Press [F11].

7

.

Enter the desired information into the Cycle Count field. Enter "M1_DAILY".

8

.

Press [Ctrl+F11].

9

.


or

Press [Alt+T].

10

.

Click the Cycle Count Scheduler menu.

or

Press [S].

Page 431




Step Action

1

1

.

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.

Step Action

1

2

.

Click the Include Control Group Items option.

1

3

.


1

4

.


or

Press [Alt+O].

Page 432




Step Action

1

5

.

You have completed the Generating Automatic Schedules procedure.

End of Procedure.

Entering Manual Schedule Requests

You 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.

Procedure

Step Action

1.

Begin by navigating toe the Manual Schedule Requests page.Click the vertical scrollbar.

Page 433




Step Action

2

.


3.


4

.

Click the Manual Requests link.

5

.

Use the Manual Schedule Requests page to manually add items to a cycle count.

Step Action

6

.

Click in the Cycle Count Name field.

7

.

Enter the desired information into the Cycle Count Name field. Enter

"OrganizationCount".

Page 434




Step Action

8

.


9.


1

0

.


1

1

.


12

.


1

3

.


1

4

.


15

.


1

6

.


1

7

.


1

8

.


Page 435




Step Action

1

9

.


2

0

.


2

1

.


22

.


2

3

.


2

4

.


2

5.

You have completed the Entering Manual Schedule Requests Procedure.

End of Procedure.

Entering Cycle Counts

You 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 436




Step Action

1

.

Begin by navigating to the Cycle Count Entries page.


2

.


3

.


4

.

Click the Cycle Count Entries link.

5

.

Use the Cycle Count Entries page to enter actual on-hand count information.

Page 437




Step Action

6

.


7

.

Enter the desired information into the Cycle Count field. Enter "FGICount".

8

.


or

Press [Alt+i].

9

.


or

Press [Alt+Y].

1

0

.

Click the Adjustments tab.

Page 438




Step Action

1

1

.

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.

1

2

.

Click in the Count Quantity field.

1

3

.

Enter the desired information into the Count Quantity field. Enter "330".

14

.


1

5

.


1

6

.


1

7.


1

8

.


1

9

.


20

.


2

1.

You have completed the Entering Cycle Counts procedure.

End of Procedure.

Page 439




Defining Cycle Count Items

You 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

Step Action

1.

Begin by navigating to the Cycle Count Summary page.Click the vertical scrollbar.

2

.


Page 440




Step Action

3

.


4.


5

.

Use the Cycle Counts Summary page to query for existing cycle counts.

Step Action

6

.

Press [F11].

7

.


8

.

Press [Ctrl+F11].

Page 441




Step Action

9

.


or

Press [Alt+O].

Step Action

1

0

.

Point to the Items object.

1

1.

Click the Items button.

or

Press [Alt+I].

Page 442




Step Action

1

2

.

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.

Step Action

1

3

.


1

4

.

Enter the desired information into the Class Name field. Enter "Class AA".

1

5

.


Page 443




Step Action

1

6

.


1

7

.


1

8

.

Enter the desired information into the Class Name field. Enter "Class A".

19

.


2

0

.


2

1

.


2

2.

Enter the desired information into the Class Name field. Enter "Class B".

2

3

.


2

4

.


25

.


2

6.

You have completed the Defining Cycle Count Items procedure.

End of Procedure.

Page 444




Defining Cycle Count Classes

Use 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

Step Action

1

.


2

.


3

.


Page 445




Step Action

4

.


5.

Use the Cycle Count Summary page to query for existing cycle count header information.

Step Action

6

.


or

Press [Alt+V].7

.

Click the Query By Example menu.

or

Press [Q].

Page 446




Step Action

8

.

Click the Enter menu.

or

Press [E].

9

.


10

.


1

1

.


or

Press [Alt+V].

1

2

.

Click the Query By Example menu.

or

Press [Q].

1

3.

Click the Run menu.

or

Press [R].

1

4

.


or

Press [Alt+O].

Page 447




Step Action

1

5

.

Click the Classes button.

or

Press [Alt+C].

1

6.

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 448




Step Action

1

7

.


1

8

.

Enter the desired information into the Name field. Enter "Class AA".

1

9

.

Click in the Counts Per Year field.

2

0

.

Enter the desired information into the Counts Per Year field. Enter "75".

2

1

.


Page 449




Step Action

2

2

.

Enter the desired information into the Name field. Enter "Class A".

2

3

.


2

4

.


25

.


2

6

.

Enter the desired information into the Name field. Enter "Class B".

2

7

.


2

8.


2

9

.


3

0

.

Enter the desired information into the Name field. Enter "Class C".

31

.


3

2

.


Page 450




Step Action

3

3

.


3

4

.

You have completed the Defining Cycle Classes procedure.

End of Procedure.

Defining and Maintaining a Cycle Count

You 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 451




Step Action

1

.

Begin by navigating to the Cycle Counts page.


2

.


3

.


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 452




Step Action

6

.


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.

Page 453




Step Action

8

.


9

.

Enter the desired information into the Name field. Enter "OrganizationCount".

1

0.

The Adjustment Account is the general ledger account used to charge cycle count

adjustments.

1

1

.

Click in the Adjustment Account field.

12

.

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

1

3

.

Click in the Inactive On field.

Page 454




Step Action

1

4

.

Enter the desired information into the Inactive On field. Enter "14-Apr-2008".

1

5

.

The Late Days field represents the number of workdays that can pass after you

generated the count request before the request is late.

1

6

.

Click in the Late Days field.

17

.

Enter the desired information into the Late Days field. Enter "2".

1

8

.

When you select Unscheduled Entries, you can enter counts for items not scheduled

to be counted.

1

9

.

Click the Unscheduled Entries option.

2

0.

Click the Display System Qty option.

2

1

.

Click the Automatic Recounts option.

2

2

.

Click in the Maximum field.

23

.

Enter the desired information into the Maximum field. Enter "2".

2

4

.

Click the Specific option.

Page 455




Step Action

2

5

.


2

6

.


2

7

.


28

.


2

9

.


3

0

.

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

3

1.

Click the Adjustments and ABC tab.

3

2

.

Use the Adjustments and ABC tab to enter approval tolerances and assign ABC

information to your cycle count.

3

3

.

Click in the Qty Variance field.

34

.

Enter the desired information into the Qty Variance field. Enter "4".

3

5

.

If you entered information in a Tolerances + field, then when you click in the

corresponding Tolerances - field, the information appears automatically.

Page 456




Step Action

3

6

.

Click in the % field.

3

7

.

Click in the Adjustment Value field.

3

8

.

Enter the desired information into the Adjustment Value field. Enter "2".

39

.

Click in the Cost Tolerance Neg field.

4

0

.

Click in the Hit/Miss Analysis field.

4

1

.

Enter the desired information into the Hit/Miss Analysis field. Enter "2".

4

2.

Click in the % field.

4

3

.

This is the ABC assignment group on which to base the cycle count.

4

4

.

Click in the Group field.

45

.

Enter the desired information into the Group field. Enter "M1_DAILY".

4

6

.


Page 457




Step Action

4

7

.

You have completed the Defining and Maintaining a Cycle Count Procedure.

End of Procedure.

Approving Cycle Count Adjustments

Employees 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 458




Step Action

1

.

Begin by navigating to the Count Adjustment Approvals Summary page.


2.


3

.


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 whichcounts need approval.

Page 459




Step Action

6

.


7.

Enter the desired information into the Cycle Count field. Enter "FGICount".

8

.


or

Press [Alt+i].

9.


or

Press [Alt+Y].

1

0

.

Click the Approval Status Approved option.

1

1

.


1

2.


1

3

.

Click the Approval Status Rejected option.

1

4

.

Click the Approval Status Recount option.

1

5

.

Click the Item Details tab.

Page 460




Step Action

1

6

.

Use the Item Details tab to view information about the item such as revision, lot, serial

number, and uom information

1

7

.

Click the Item Location tab.

1

8

.

Use the Item Location tab to view sub inventory and locator information.

19

.

Click the Reason, Reference tab.

2

0

.

Use the Reason, Reference tab to optionally enter a reason for the adjustment action.

2

1

.

Click the Count tab.

2

2.

Use the Count tab to view information about the count such as who counted the items

and the date of the count.

2

3

.

Click the Count Status, Class tab.

2

4

.

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.

2

6

.

Use the Approval tab to view who has cycle count approval authority and the date the

cycle count was approved.

Page 461




Step Action

2

7

.


2

8

.


or

Press [Alt+O].

29

.

You have completed the Approving Cycle Count Adjustments procedure.

End of Procedure.

Requesting the Cycle Count List

Use 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.

Procedure

Page 462




Step Action

1

.

Begin by navigating to the Cycle Counts Summary page.


2

.


3

.


4

.


5

.

Use the Cycle Counts Summary page to search for existing cycle counts.

Page 463




Step Action

6

.

Press [F11].

7

.


8

.

Press [Ctrl+F11].

9

.


or

Press [Alt+T].

10

.

Click the Cycle Count Listing Report menu.

or

Press [L].

Page 464




Step Action

1

1

.

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.

Step Action

1

2

.

Click the Include Recounts Only option.

1

3

.

Click the Display Serial Number option.

1

4

.

Click the Display On-hand Quantity option.

Page 465




Step Action

1

5

.


or

Press [Alt+K].

1

6

.


or

Press [Alt+O].

1

7

.

You have completed the Requesting the Cycle Count List procedure.

End of Procedure.

Page 466




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 areusually performed once every six months or once a year depending on the organization

requirements.


• 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 Information

Use 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 467




Step Action

1

.

Begin by navigating to the Physical Inventories Summary page.


2

.


3

.


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 468




Step Action

6

.

Click in the Physical Inventory field.

7

.


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 thesystem purges all information associated with the physical inventory. The default

selection is Tags Only.

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Step Action

1

1

.

Click the Purge button.

or

Press [Alt+P].

1

2.


or

Press [Alt+O].

1

3

.

You have completed the Purging Physical Inventory information procedure.

End of Procedure.

Defining a Physical Inventory

You can define and maintain an unlimited number of physical inventories. You use the Define

Physical Inventory page to define physical inventory information.

Page 470




In this example, you will define a physical inventory.

Procedure

Step Action

1

.

Begin by navigating to the Physical Inventory page.


2

.


3

.


4

.


Page 471




Step Action

5

.

Use the Physical Inventories Summary page to view existing physical inventories

and to create new physical inventories.

Step Action

6

.


or

Press [Alt+N].

7

.

Use the Define Physical Inventory page to enter the parameters for your physical

inventory.

Page 472




Step Action

8

.


9

.

Enter the desired information into the Name field. Enter "FGI Physical Inventory".

1

0.

When you click in the Description field the date appears automatically.

1

1

.


12

.

Enter the desired information into the Description field. Enter "Finished GoodsSubinventory Physical Inventory".

1

3

.

Click in the Qty field.

Page 473




Step Action

1

4

.

Enter the desired information into the Qty field. Enter "2".

1

5

.

When you click in the Tolerances - field the value you entered in the Tolerances +

field appears automatically.

1

6

.

Click in the Approval Tolerance Negative field.

17

.

Click the Specific option.

1

8

.


1

9

.


2

0.

Click the Exclude Zero Balances option.

2

1

.

Click the Exclude Negative Balance option.

2

2

.


23

.

You have completed the Defining a Physical Inventory procedure.End of Procedure.

Page 474




Processing Physical Inventory Adjustments

After you finish entering physical inventory counts and approving adjustments, you can submitthe 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

Step Action

1

.



Page 475




Step Action

2

.


3.


4

.


5

.

Use the Physical Inventories Summary page to process physical inventory

adjustments.

Step Action

6

.


7

.

You must select the physical inventory for which you want to process adjustments.

Page 476




Step Action

8

.

Click in the Physical Inventory field.

9.


or

Press [Alt+T].

10

.

Click the Launch adjustments menu.

1

1

.

Use the Launch Adjustments page to enter the GL account to which you want to

charge the adjustment information.

Page 477




Step Action

1

2

.

Click in the Adjustment Account field.

1

3

.

Enter the desired information into the Adjustment Account field. Enter "01-580-

7740-0000-000".

1

4.

Click the Launch Adjustments button.

or

Press [Alt+a].

15

.


or

Press [Alt+O].

1

6

.

You have completed the Processing Physical Inventory Adjustments procedure.

End of Procedure.

Generating Physical Inventory Tags

You use physical inventory tags to record the physical counts of inventory items.

In this example, you will generate physical inventory tags.

Procedure

Page 478




Step Action

1

.

Begin by navigating to the Generate Physical Inventory Tags page.


2

.


3

.


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 tagreferring to a unique physical location for an item.

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Step Action

6

.


7

.


8

.

When you click in the Description field, the physical inventory description and the

date the physical inventory was created appears automatically.

9

.


1

0

.

When you enter a starting tab number be sure that it contains the total number of

possible digits that a tag can have.

1

1

.

Click in the Starting Tag field.

Page 480




Step Action

1

2

.

Enter the desired information into the Starting Tag field. Enter "A000001".

1

3

.

If you selected Default as the tag type, then the system automatically determines the

Digit Increments, Ending Tag, and Number of Tags for you.

1

4

.

Click in the Digit Increments field.

15

.

When you click Generate, the system generate the tag numbers and information, itdoes not physically print the tags. To physically print the tags, you must run the

Physical Inventory Tags report.

1

6

.

Click the Generate button.

or

Press [Alt+n].

1

7

.

You have completed the Generating Physical Inventory Tags procedure.

End of Procedure.

Entering and Voiding Physical Inventory Tags

Use 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 481




Step Action

1

.

Begin by navigating to the Physical Inventory Tag Count page.


2

.


3

.


4

.

Click the Global Parameters link.

5

.

Use the Physical Inventory Tag Counts page to enter the quantity for each tag.

Page 482




Step Action

6

.


7

.


8

.


or

Press [Alt+i].

9

.


or

Press [Alt+Y].

1

0

.


Page 483




Step Action

1

1

.


1

2

.


1

3

.


14

.


1

5

.


1

6

.


1

7.


1

8

.


1

9

.


20

.


2

1

.


Page 484




Step Action

2

2

.


2

3

.


2

4

.


2

5

.

You have completed the Entering and Voiding Physical Inventory Tags procedure.

End of Procedure.

Approving Physical Inventory Adjustments

You 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 485




Step Action

1

.

Begin by navigating to the Approve Physical Adjustments Summary page.


2

.


3

.


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 486




Step Action

6

.


7

.


8

.


or

Press [Alt+i].

9

.


or

Press [Alt+Y].

1

0

.

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.

Page 487




Step Action

1

1

.


or

Press [Alt+O].

1

2

.

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.

1

4.

Click the Close button.

Page 488




Step Action

1

5.


1

6

.

Click the Approve option.

1

7

.


18

.

When you select an adjustments line the Approve Physical Adjustments pageautomatically opens.

1

9

.

Click in the Adjustments field.

Page 489




Step Action

2

0.

Click the Approve option.

2

1

.

Click the Close button.

Page 490




Step Action

2

2

.


2

3

.

You have completed the Approving Physical Inventory Adjustments procedure.

End of Procedure.

Taking a Snapshot of Inventory Quantities

Before 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.

Page 491




Procedure

Step Action

1

.



2.


3

.


4.


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 492




Documents

Oracle Inventory Traning - Complete