Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

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Training Guide
Oracle EBS R12 Inventory

Table of Contents
Introduction.......................................................................................................................vi Inventory Setup..................................................................................................................1
Defining Stock Locators.............................................................................................................1 Defining Shortage Parameters....................................................................................................7 Defining Shipping Methods......................................................................................................12 Defining Organization Access..................................................................................................14 Defining Interorganization Shipping Networks........................................................................18 Defining Subinventories...........................................................................................................25

Item Setup and Control...................................................................................................34
Defining Picking Rules.............................................................................................................34 Defining Item Templates..........................................................................................................48 Defining Item Status Codes......................................................................................................57 Defining Item Catalog Groups..................................................................................................61 Defining Customer Items..........................................................................................................65 Defining Customer Item Cross References...............................................................................69 Defining Cross Reference Types..............................................................................................73 Defining Commodity Codes.....................................................................................................76 Defining Category Sets.............................................................................................................78 Defining 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..............................................................110
Updating Organization Level Items........................................................................................110 Defining Manufacturer Part Numbers.....................................................................................117 Defining Items........................................................................................................................121 Defining 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.....................................................................................................................164
Updating Lot Information.......................................................................................................164 Setting Up Lot Control...........................................................................................................167 Displaying Lot Information....................................................................................................176 Defining Lot Action Codes.....................................................................................................179 Creating a New Lot.................................................................................................................181 Assigning Lot Numbers Within Transactions.........................................................................185 Viewing Lot Genealogy..........................................................................................................190

Serial Control.................................................................................................................196
Setting Up Serial Number Control..........................................................................................196 Maintaining Serial Number Information.................................................................................203 Generating Serial Numbers.....................................................................................................206
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Assigning Serial Numbers......................................................................................................209 Viewing Serial Number Genealogy........................................................................................216

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

Transaction Setup..........................................................................................................227
Defining Consumption Transaction Rules..............................................................................227 Defining Account Aliases.......................................................................................................231 Defining Transaction Types....................................................................................................234 Defining Transaction Reasons................................................................................................237

Transactions...................................................................................................................241
Viewing 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.....................................................................................269 Transferring Between Organizations Using Intransit Processes..............................................273 Performing Planning Transfer Transactions...........................................................................277 Performing Miscellaneous Transactions.................................................................................281 Viewing Transaction Summaries............................................................................................285

On Hand and Availability.............................................................................................292
Viewing On-Hand Quantities.................................................................................................292 Viewing Item Supply and Demand Information.....................................................................297 Viewing 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.............................................................................................................333 Viewing Status Information....................................................................................................336

Move Orders...................................................................................................................341
Defining Pick Slip Grouping Rules........................................................................................341 Allocating and Transacting Move Orders...............................................................................343 Generating Move Order Requisitions.....................................................................................350

Planning and Replenishment........................................................................................361
Replenishing 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.....................................................................377 Defining Kanban Pull Sequences............................................................................................382 Defining Kanban Cards..........................................................................................................388 Summarizing Demand Detail..................................................................................................394

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

ABC Analysis..................................................................................................................401
Purging ABC Information......................................................................................................401
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Oracle EBS R12 Inventory
Defining and Running an ABC Compile................................................................................404 Defining ABC Item Assignments...........................................................................................408 Defining ABC Classes............................................................................................................411 Defining ABC Assignment Groups........................................................................................414 Updating ABC Item Assignments..........................................................................................418

Cycle Accounting...........................................................................................................422
Purging Cycle Count Information...........................................................................................422 Generating Count Requests....................................................................................................426 Generating Automatic Schedules............................................................................................429 Entering Manual Schedule Requests.......................................................................................433 Entering Cycle Counts............................................................................................................436 Defining Cycle Count Items...................................................................................................440 Defining Cycle Count Classes................................................................................................445 Defining and Maintaining a Cycle Count...............................................................................451 Approving Cycle Count Adjustments.....................................................................................458 Requesting the Cycle Count List............................................................................................462

Physical Inventory.........................................................................................................467
Purging Physical Inventory Information.................................................................................467 Defining a Physical Inventory................................................................................................470 Processing Physical Inventory Adjustments...........................................................................475 Generating Physical Inventory Tags.......................................................................................478 Entering and Voiding Physical Inventory Tags......................................................................481 Approving Physical Inventory Adjustments...........................................................................485 Taking a Snapshot of Inventory Quantities.............................................................................491

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Training Guide
Oracle EBS R12 Inventory

Introduction
Oracle Inventory is a global repository for part number data and on hand balances. Oracle Inventory is member of the Supply Chain product family which streamlines operations within procure to pay, order to cash, logistics and reverse logistics (including returns, repairs and maintenance) processes. Oracle Inventory provides a single repository of inventory data for all business purposes including manufacturing, distribution, service, repair and spares, consigned inventory (both from suppliers and to customers), vendor managed inventory, in transit inventory and more. This eliminates the need to maintain inventory information across disparate systems. Oracle Inventory uses the receipt to issue process to manage your inventory. When inventory arrives in your warehouse you receive it. After you receive inventory, you can transfer it within your organization or to another organization. Finally, you can issue material out of Oracle Inventory. Upon completion of this module, you will be able to: • Create an item. • Create and assign categories. • Process transactions. • Reserve material. • View on-hand material. • Process replenishment counts. • Perform kanban processes. • Maintain accounting periods. • Perform ABC analysis. • Define and perform a cycle count. • Define and perform a physical inventory.

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Training Guide
Oracle EBS R12 Inventory

Inventory Setup
In this lesson, you will learn how to configure parts of Oracle Inventory that you use in day-today 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 and transact items into and out of locators. You can restrict the life of locators as well as define locator dimensions. There are many different types of locators. Locators are segregated by their different uses. Locators are used as packing stations, dock doors, receiving locations, storage locators, consolidation locators, staging lanes, and inspection stations. In this example, you will create a storage locator for a finished goods subinventory.

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

Action 1 Begin by navigating to the Stock Locators page. . Click the vertical scrollbar. 2 Click the Inventory link. . 3 Click the vertical scrollbar. . 4 Click the Setup: Stock Locators link. . 5 Use the Find Locators page to find existing locators and start the process to create . new locators.

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Training Guide
Oracle EBS R12 Inventory

Step

Action 6 Click the New button. . or Press [Alt+N]. 7 You use the Stock Locators page to define new locators. You enter the row, rack, and . bin information for the locator as well as the locator type, material status, and subinventory with which the locator is associated.

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Training Guide
Oracle EBS R12 Inventory

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 Enter the desired information into the Locator field. Enter "S.1.1". 0 . 1 Click the Type list. 1 . 1 Locator types differentiate how locators are used within your organization. 2 .

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Page 5 . 3 . 1 The Status is the material status for this locator. Material status controls the enabled 4 transactions for all material that resides inside the locator.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Storage Locator list item. .

Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Status field. Page 6 . 1 Enter the desired information into the Subinventory field. 9 . 1 This is the subinventory in which the locator resides. 1 Enter the desired information into the Status field. 7 . 1 Click in the Subinventory field. 8 . Enter "Active". 6 . 5 . Enter "FGI".

In this example. 2 You have completed the Defining Stock Locators procedure. 1 End of Procedure. you will determine the WIP and Order Management shortage parameters for one of your organizations. Defining Shortage Parameters A material shortage occurs whenever unsatisfied demand exceeds available quantity for the incoming supply of material. .Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. 0 . Procedure Page 7 . You can enable the system to send material shortage alerts and notification whenever a material shortage occurs in an organization.

.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Shortage Parameters page. . organization. Page 8 . You use the Work in Process tab to set the material shortage parameters for work in process. . . Click the vertical scrollbar. 2 Click the Inventory link. 5 You use the Shortage Parameters page to set shortage parameters for your . 4 Click the Setup: Shortage Parameters link. 3 Click the vertical scrollbar.

5 . Page 9 . 8 Click the Released option. Enter "1". 1 Click in the Released Jobs: Days Overdue field. shortage check. . 1 Click the Unreleased option. 1 Enter the desired information into the Unreleased Jobs: Days Overdue field.Training Guide Oracle EBS R12 Inventory Step Action 6 Click the Check Shortages option. . whose scheduled start date is overdue in the material shortage check. . 3 . 2 whose scheduled start date is overdue in the material shortage check. . 1 When enabled. 1 This is the number of days after the start date until the job is included in the material 4 shortage check. Enter 6 "1". . 1 Click in the Unreleased Jobs: Days Overdue field. 1 Enter the desired information into the Released Jobs: Days Overdue field. the system includes all jobs and schedules with the status Released. 1 When enabled. . 7 When enabled. the system includes all jobs and schedules with the status Unreleased. 0 . . the system includes all discrete jobs with a current operation before an 7 operation that has assigned open material requirements in the material shortage check. 9 This is the number of days after the start date until the job is included in the material . 1 .

2 When enabled. Enter 1 "1". 2 . 2 Enter the desired information into the Released Schedules: Days Overdue field. . 6 . 4 Enter "1". 2 When enabled. 0 . Page 10 . 2 Click the Bulk Components option. 2 Click the If assigned operation is due option. 2 Click in the Released Schedules: Days Overdue field. 2 Click in the Unreleased Schedules: Days Overdue field. . 2 Click the Unreleased option. excludes all components with the supply type Bulk from the material 7 shortage check. 8 . . 1 Click the Released option. 3 . . it includes all repetitive schedules with a current operation that has an 5 open material requirements in the material shortage check. 9 .Training Guide Oracle EBS R12 Inventory Step Action 1 8 Click the If operation before assigned operation is due option. 2 Enter the desired information into the Unreleased Schedules: Days Overdue field. .

3 Click the Check Shortages option. 3 Click the Order creator option. 5 . 0 . 3 Click the Order Entry tab. excludes vendor-supplied components from the material shortage 9 check. . 2 . 3 . 8 . 3 Click the Component Buyer option. A sales order is considered overdue 6 when the pick wave move order is unfulfilled. . checks shortages for sales orders. 1 . 3 Click the Supplier Components option. 7 . Page 11 . 3 Click the Component Planner option. 3 Click the Assembly Planner option. 3 When enabled. 9 . 3 Click the Item planner option. 3 Click the Job/Schedule Creator option.Training Guide Oracle EBS R12 Inventory Step Action 2 When enabled. 4 .

Defining Shipping Methods Shipping methods are the way you ship material. When you create a shipping method. Procedure Page 12 . you will define the shipping method DHL for your organization. 0 . . you must enable it before you can use it in a shipping network. In this example. 1 End of Procedure.Training Guide Oracle EBS R12 Inventory Step Action 4 Click the Save button. 4 You have completed the Define Shortage Parameters procedure.

5 You use the Applications Utilities: SHIP_METHOD Lookups page to determine the . 3 Click the vertical scrollbar. 2 Click the Inventory link. Click the vertical scrollbar. . Page 13 . short codes that you use for shipping.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Application Utilities SHIP_METHODS page. . 4 Click the Setup: Shipping Methods link. Step Action 6 Click the New button. . . .

Enter "DHL 3 Shipping". code in the list of values for the shipping method field in the Inter-org Shipping Methods window. enter and end date. a user logging in to an Oracle Manufacturing product is restricted to the organizations mapped to the selected responsibility. . 1 Click in the Lookup Code Meaning field. . Enter "DHL 1 Shipping". The system uses this . . 0 . 1 Enter the desired information into the Lookup Code Description field. Once you set up this mapping. The change organization responsibility window is also restricted.Training Guide Oracle EBS R12 Inventory Step Action 7 This is alphanumeric decode that describes the shipping method. 1 Click the Save button. 2 . Page 14 . Enter "000001_DHL". 1 Enter the desired information into the Lookup Code Meaning field. In this example. . 1 You have completed the Defining Shipping Methods procedure. 9 Enter the desired information into the Code field. . or change the meaning and description to match a replacement code. 5 End of Procedure. 1 Click in the Lookup Code Description field. Defining Organization Access You can specify which organizations a responsibility can access by mapping responsibilities to organizations. 4 . To remove an obsolete code you must disable code. we will restrict an organization to the Oracle Inventory responsibility. You cannot change the value in this field after you save it. 8 Click in the Code field.

Click the vertical scrollbar. 2 Click the Inventory link. . 4 Click the Setup: Organization Access link. 3 Click the vertical scrollbar. .Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the Organization Access page. . . Page 15 .

Page 16 . Until .Training Guide Oracle EBS R12 Inventory Step Action 5 Use the Organization Access page to assign an organization to a responsibility. Users can still specify any valid organization when running these functions. if there are no restrictions entered for an organization. Step Action 6 Click the New button. and item search. . then it can be accessed by all responsibilities. 7 This is the Organization to which you want to restrict access. you assign organization access to a responsibility. Organization access does not restrict access to functions that cross multiple organizations such as ATP. you must then explicitly define the organizations to which all responsibilities can access. interorganization transfers. all responsibilities have access to all organizations. . Once you restrict any responsibility to an organization. System administrators determine which responsibilities a user can access when they establish system security.

Enter "Oracle Inventory". Enter "W4". 4 . 1 Enter the desired information into the Application field. 0 . 1 Click in the Application field. Enter "Restrict to Oracle 7 Inventory responsibility". 1 Enter the desired information into the Name field.Training Guide Oracle EBS R12 Inventory Step Action 8 Click in the Org field. 1 Click the Save button. . 1 . Enter "Inventory". 5 . . 1 This is the application assigned to the responsibility when it was defined. 9 Enter the desired information into the Org field. 3 . Page 17 . 6 . 2 . 1 Enter the desired information into the Comments field. . Enter "Oracle Inventory". 1 Click in the Comments field. 8 . 1 Click in the Application field. 1 Enter the desired information into the Application field.

Defining Interorganization Shipping Networks An Interorganization Shipping Network describes the relationships and accounting information between a shipping organization and a destination organization. Click the vertical scrollbar. Page 18 . . .Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Defining Organization Access procedure. 9 End of Procedure. Procedure Step Action 1 Begin by navigating to the Shipping Networks page. you will set up an intransit transfer type for your organization. In this example.

and a receipt transaction is required at the destination organization. direct or intransit. organizations.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Inventory link. you must select a transfer type. If you choose intransit. 3 Click the vertical scrollbar. When you setup a shipping network. 5 Use the Shipping Networks page to define a shipping network between two . the system moves material to an intermediary state before it reaches the destination organization. If you choose direct. . Page 19 . You must define a shipping network between two organizations before you can transfer material between organizations. the system moves the material directly to the destination organization and you are not required to perform a receipt transaction. . . 4 Click the Setup: Shipping Networks link.

Enter "M1". then you can track the inventory until it arrives at the . If you 1 choose this type of transfer. . 8 Click in the To field.Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the From field. 1 If you select Intransit. . destination organization. then the system performs an intermediary move first. 7 Enter the desired information into the From field. 9 Enter the desired information into the To field. 0 . Enter "M7". 1 Click the Transfer Type list. Page 20 . . .

1 You use the Shipping Network page to determine additional information between the 4 organizations. Step Action 1 Click the Open button.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Intransit list item. Page 21 . or Press [Alt+O]. 3 . . 2 .

1 This is the purchase price variance for interorganization receipts in to standard cost 7 organizations. Step Action 1 Click in the Transfer Credit field. The system automatically uses the default value you defined in the . You can modify it if necessary. The default value is the value you defined in the Organization Parameters page. standard costing. 1 Click in the Purchase Price Variance field. 8 . or you can modify it if you choose. Organization Parameters page. Page 22 . 6 .Training Guide Oracle EBS R12 Inventory Step Action 1 This is the Transfer Credit account used to collect transfer charges for the shipping 5 organization. You must enter an account if your receiving organization is using .

Training Guide Oracle EBS R12 Inventory Step Action 1 This is the general ledger receivables account used as an interorganization clearing 9 account for the shipping organization. 2 Click in the Receivable field. . 2 This is the general ledger account used to hold the intransit inventory value. The 3 default value is the value you defined in the Organization Parameters page. shipping organization and the interorganization payables account for the receiving organization should equal the interorganization payables account for the receiving organization. 2 Click the Shipping Methods menu. 2 Click in the Intransit Inventory field. Page 23 . 5 . the default value is the value you defined in the Organization Parameters page. or Press [Alt+T]. 0 . 2 This is the general ledger payables account used as an interorganization clearing 1 account for the receiving organization. 2 Click the Tools menu. 2 This is the method you use to ship from the shipping organization to the destination 7 organization . 2 . Organization Parameters page. The interorganization receivable account for the . The default value is the value you defined in the . 4 . 6 . 2 Click in the Payable field.

Enter "DHL". 2 . 1 . Page 24 . 3 Enter the desired information into the Intransit Time field. Enter "1". 9 . 3 Click in the Daily Capacity field. 3 Click in the Intransit Time field. 0 . 2 Enter the desired information into the Shipping Method field. 8 .Training Guide Oracle EBS R12 Inventory Step Action 2 Click in the Shipping Method field.

Enter "1000". 0 . you must define one subinventory for each of your organizations. 3 Click in the UOM field. 3 Click in the Cost Per Unit field. 6 . 5 . finished goods or defective material. Enter "USD". 3 Enter the desired information into the Currency field. All material within an organization must reside in a subinventory. 3 Click in the Currency field.Training Guide Oracle EBS R12 Inventory Step Action 3 Enter the desired information into the Daily Capacity field. Consequently. Enter "KM2". 4 Click the Save button. Enter ". you transact material in and out of subinventories. 3 Enter the desired information into the UOM field. . 4 You have completed the Defining Interorganization Shipping Networks procedure. 3 Enter the desired information into the Cost Per Unit field. When you perform transactions. 1 End of Procedure. 7 . Page 25 .50". Defining Subinventories Subinventories are unique physical or logical separations of material inventory such as raw inventory. 8 . 9 . 3 . 4 .

. Procedure Step Action 1 Begin by navigating to the Subinventories Summary page. Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory In this example. you will create a subinventory to hold finished good items for your organization. Page 26 . 2 Click the Inventory link. and the subinventory is under locator control. . 3 Click the vertical scrollbar. . 4 Click the Setup: Subinventories link. You can reserve material in the subinventory. .

Step Action 6 Click the New button. or Press [Alt+N]. You enter information . Page 27 . about the subinventory. 7 You use the Subinventories page to create new subinventories. . new subinventories.Training Guide Oracle EBS R12 Inventory Step Action 5 Use the Subinventories Summary page to view existing subinventories and create .

Enter "Finished Goods 1 Subinventory". You can update this . 1 You can select a Locator Control option only if you selected Determined at 2 Subinventory Level in the Organization Parameters window. 3 . option only if there is no on-hand quantity for the subinventory. .Training Guide Oracle EBS R12 Inventory Step Action 8 Click in the Name field. Enter "Fingood". Page 28 . 1 Click the Locator Control list. 0 . . 1 Enter the desired information into the Description field. 9 Enter the desired information into the Name field. . 1 Click in the Description field.

5 . . Page 29 . you must create locator aliases for all locators within this 6 subinventory. . 1 If you select this parameter.Training Guide Oracle EBS R12 Inventory Step Action 1 If you select Prespecified for the subinventory. Step Action 1 Click the Prespecified list item. then you must enter a valid locator for 4 each item that resides in this subinventory.

1 You select the replenishment source for the subinventory from the Type list. Page 30 . subinventory within the same organization. the subinventory is replenished internally from another .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Enable Locator Alias option. 8 When you click Subinventory. 1 Click the Type list. 7 . 9 .

Page 31 . 0 .Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Subinventory list item. . 2 The Picking UOM is used by the Oracle Warehouse Management Rules engine to 1 divide picks across subinventories in the warehouse.

6 . Page 32 . 2 Click in the Pre-Processing field. . 2 Enter the desired information into the Pre-Processing field. 3 . Enter "BOX". Processing and Post-Processing lead times are used by min-max 4 planning are used when you perform min-max planning at the subinventory level.Training Guide Oracle EBS R12 Inventory Step Action 2 Click in the Picking UOM field. 2 Enter the desired information into the Picking UOM field. 2 . 2 The Pre-processing. 5 . Enter "1".

Enter "2". 3 Enter the desired information into the Post-Processing field. 9 . Enter "1". 2 Click in the Post-Processing field. 3 Click the Save button. 0 . 2 End of Procedure. Page 33 . 7 . 1 . . 3 You have completed the Defining Subinventories procedure. 2 Enter the desired information into the Processing field. 8 .Training Guide Oracle EBS R12 Inventory Step Action 2 Click in the Processing field.

• Define cross-reference types. Procedure Page 34 . For example. you will be able to: • Define item status codes. • Define picking rules. Defining Picking Rules You create picking rules that enable you to sort picks based on criteria that you define for sales orders. You can create an inventory picking rule to do this. • Define item templates. • Define item catalog groups. • Define customer item cross references. process manufacturing batches or work in process jobs. • Define and view pending statuses. • Define categories. After you create a picking you. • Assign items to categories. • Specify recommended categories. use the Rules Workbench to assign the rule to an item. • Define commodity codes. • Assign cross-reference types. • Copy item templates. • Define category sets. when you book a sales order you would like to pick an item from a particular subinventory. Upon completion of this lesson.Training Guide Oracle EBS R12 Inventory Item Setup and Control Item Setup and Control helps you determine the control parameters for items. • Define customer items.

Click the vertical scrollbar. . 5 Use the Inventory Picking Rules page to create inventory picking rules. Vision Operations (USA) link. On this page . 4 Click the Rules: Picking link. . . Page 35 . . 3 Click the vertical scrollbar. 2 Click the Inventory. you set the picking parameters for the rules.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Inventory Picking Rules page.

Enter "Sales Order . . Enter "Subinventory Pick". 0 . . 8 Click in the Description field. Subinventory Picking Rules". Page 36 .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Name field. 1 Click the Applicable To list. . 7 Enter the desired information into the Name field. 9 Enter the desired information into the Description field.

1 . Page 37 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Sales Order list item.

Page 38 . 2 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Subinventory list.

Page 39 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the SUBINVENTORY ASC list item. 3 .

Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Subinventory Sort Rank list. 4 . Page 40 .

Training Guide Oracle EBS R12 Inventory Step Action 1 Click the 1 list item. 5 . Page 41 .

6 . Page 42 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Locator list.

7 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the LOCATOR ASC list item. Page 43 .

Page 44 . 8 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Locator Sort Rank list.

9 . Page 45 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the 2 list item.

The rule that you created 2 on the Inventory Picking Rules page appears on the Rules Workbench page. system automatically assigns a sequence number and return type to the rule.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. You can assign your rule to any combination of criteria the Rules Workbench page displays. you can assign it to an item on the Rules Workbench page. or Press [Alt+A]. This means for picking. but you cannot modify the return type. the system allocates the lowest lot number of the item in the lowest locator number where the item resides. For example. The . 2 Use the Rules Workbench page to assign your picking rule. 1 . if you create a picking rule that allocates material by lot number in ascending order followed by locator in ascending order. You can modify the sequence number. 2 Click the Assignment button. 0 . Page 46 .

7 . 6 . 2 Enter the desired information into the Item field. 4 . Page 47 . . 2 You must enable a rule before you can use it. 2 Click the Enabled option. You must also disable a rule before you 5 can modify it. 2 Click the Save button. 3 . Enter "AS18947".Training Guide Oracle EBS R12 Inventory Step Action 2 Click in the Item field.

Defining Item Templates An Item template is a defined set of attribute values. An item template does not update the value of status attributes when the values conflict. Consider this scenario: you are a product manager for an ice cream manufacturer. You need to create an item template that automatically defaults item attributes that you typically use in your process manufacturing environment. if an item is transactional and stockable. a template cannot change Transactable to Yes and leave Stockable to no. For example. Your company operates in a process manufacturing environment. 8 End of Procedure. . The more recent attribute values override previous values unless the previous value is not updateable.Training Guide Oracle EBS R12 Inventory Step Action 2 You have completed the Defining Picking Rules procedure. You can apply the same or different templates to an item multiple times. Procedure Page 48 . When you apply a template to an item you overlay a set of values to the item definition.

Page 49 . Click the vertical scrollbar. 2 Click the Inventory link.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Item Templates page. 4 Click the Items: Templates link. . 3 Click the vertical scrollbar. create new item templates. . . 5 Use the Find Item Templates page to search for existing item templates or you can . .

Page 50 . determine preset values for item attributes. You use item templates to . or Press [Alt+N]. . You can then apply the item template when you define an item on in the Master Item page. 7 Use the Item Template page to define new item templates.Training Guide Oracle EBS R12 Inventory Step Action 6 Click the New button.

0 . . 1 Enter the desired information into the Description field. 3 .Training Guide Oracle EBS R12 Inventory Step Action 8 Click in the Template field. or limit the groups by individual tab. 1 Click in the Description field. You can choose to 2 view all the All Groups. Page 51 . 9 Enter the desired information into the Template field. . . Enter "Process_ice cream". . Enter "Template for Ice 1 cream". 1 Click the Show list. 1 The Show list corresponds to the tabs on the Master Item page.

Page 52 . You 5 must enable this attribute if you want to enable the attributes: Stockable. . BOM Allowed and Build in WIP.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Inventory list item. Transactable. 4 . 1 This item attribute enables you to stock and transact items in Oracle Inventory.

2 Click in the Stockable Value field. 1 Enter the desired information into the Value field. 0 . You must set this attribute . 1 Click the Enabled option. 8 . 6 . if you want to transact an item. Enter "Yes". Page 53 . 1 This item attribute enables you to stock the item. You can set this attribute only if you 9 enable the Item attributes Inventory Item and Transactable.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Inventory Item Value field. 7 .

2 This attribute enables you to create material reservations for the item. Enter "Yes". 2 Click in the Transactable Value field. . 2 Click the vertical scrollbar. 3 Click the Enabled option. . Enter "Reservable". 1 . You can reserve 8 an item only when you have sufficient inventory. 2 Enter the desired information into the Value field. 4 . and Stockable in order to set this attribute.Training Guide Oracle EBS R12 Inventory Step Action 2 Enter the desired information into the Value field. 6 . 9 . 0 . 7 . 2 Click in the Reservable Value field. 2 Click the Enabled option. 2 . 2 This item attribute enables you to perform transaction on an item. 3 Enter the desired information into the Value field. 2 Click the Enabled option. Enter "Yes". 5 . You must set the 3 item attributes Inventory Item. 1 . Page 54 .

2 . 3 Click the Process Manufacturing list item.Training Guide Oracle EBS R12 Inventory Step Action 3 Click the Inventory list. 3 . Step Action 3 Click the vertical scrollbar. Page 55 . 4 .

3 Click in the Recipe Enabled Value field. 5 . 3 Click the Enabled option. . Enter "Yes".Training Guide Oracle EBS R12 Inventory Step Action 3 Click the Yes button. 7 . 3 Enter the desired information into the Value field. or Press [Alt+Y]. Page 56 . 9 . 3 This item attribute enables you to use the item in process manufacturing recipes or 6 formulas. 8 .

4 Enter the desired information into the Value field. Enter "Yes". Enter "Yes".Training Guide Oracle EBS R12 Inventory Step Action 4 This attribute enables you to use Process Quality to inspect items. 4 Click the Save button. 5 . 4 You have completed the Defining Item Templates procedure. 2 . 8 . 4 This item attribute enables you to use the item in a production batch as an ingredient or 4 by-product. 3 . . 1 . 4 Click the Enabled option. . 4 Click in the Process Execution Enabled field. 4 Enter the desired information into the Value field. 4 Click the Enabled option. 0 . 4 Click in the Process Quality Enabled Value field. 9 End of Procedure. Page 57 . 7 . Defining Item Status Codes You use item statuses codes to set default values for certain status attributes. 6 .

Click the vertical scrollbar. Page 58 .. .Training Guide Oracle EBS R12 Inventory Consider this scenario: You periodically make items that you do not want made available to customers. 2 Click the vertical scrollbar. Procedure Step Action 1 Begin by navigating to the Item Status page. You need an initial testing period where internal customers can order the items that you make and verify that is ready for consumption. . . Create a pre-production item status that enables you to automatically set the needed item attributes. 3 Click the Inventory link.

5 Click the Status Codes link.Training Guide Oracle EBS R12 Inventory Step Action 4 Click the vertical scrollbar. . . 8 Enter the desired information into the Status field. Enter "Pre-Prod". if you set the status attribute BOM Allowed. . Page 59 . functionality of an item over time. . For example. then you can place an item on a bill of material. Each status attribute allows you to enable the item for a particular use. Step Action 7 Click in the Status field. 6 Use the Item Status page to set status attributes that enable and disable the .

9 product. . 1 This item attribute enables you to define a bill of material for an item. 1 Enter the desired information into the Translated Status field. . 1 Click the Internal Orders Enabled option. 1 . 1 Click the Build In WIP option. 8 . you can place the item on an internal requisition. 4 . 1 Click the BOM Allowed option. or to assign the 3 item as a component on a bill. . Enter "Pre-Production Item 2 Status". 1 Click in the Description field. 1 Enter the desired information into the Description field. 7 . . . . 1 You use this item attribute to indicate whether the item is built with a discrete job or 5 repetitive assembly in Oracle Work in Process. 1 If you enable this item attribute. or by-product.Training Guide Oracle EBS R12 Inventory Step Action 9 Click in the Translated Status field. 1 This check box enables you to use this item in a production batch as an ingredient. Page 60 . 6 . Enter "Pre-Production 0 Item Status".

2 This attribute enables you to stock the item. 2 . 2 Click the Recipe Enabled option. Possible values for material might be glass or ceramic. You cannot set this 5 attribute. 2 Click the Save button. 8 End of Procedure. 6 . 7 . 2 You have completed the Defining Item Status Codes procedure. . 2 Setting this item attribute enables you to transact the item. 2 Click the Stockable option. Page 61 . 0 . 4 . 2 Click the Transactable option. . For example.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Process Execution Enabled option. 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. . an item catalog group called mug could have a descriptive element called material. 2 You enable this check box to use this item in process manufacturing recipes or 1 formulas. . if you do not set the attribute Stockable. You cannot set this attribute if you do not 3 set the attribute Transactable.

. Page 62 . 5 Use the Item Catalog Groups page to create a new item catalog.Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the Item Catalog Groups page. Click the vertical scrollbar. . 2 Click the Inventory link. . . 3 Click the vertical scrollbar. 4 Click the Catalog Groups link. .

Page 63 . Enter "Mugs". . You can also determine whether the descriptive element is required . 8 Enter the desired information into the Name field. 1 Use the Item Catalog Group page to define any number of descriptive elements for an 0 item catalog group. 9 Click the Details button.Training Guide Oracle EBS R12 Inventory Step Action 6 Click the New button. . at item definition. . and whether the descriptive element value is included by default in the item catalog description. 7 Click in the Name field. . or Press [Alt+D].

4 . . 2 . 1 Enter the desired information into the Name field. Step Action 1 Enter the desired information into the Seq field. Page 64 . 1 Click in the Name field. Enter "1". 3 . Enter "Ceramic".Training Guide Oracle EBS R12 Inventory Step Action 1 This is the sequence the descriptive elements appear in the Master Item page when 1 you assign them to an item.

Defining Customer Items You can define customer items in your system and assign the items a commodity code. 2 Enter the desired information into the Name field. 1 . . This references the customer item number the item number in your system. 5 . Enter "Glass". Enter "2". 0 . 7 . 3 End of Procedure. Enter "Metal". 9 . you can assign customer item cross references to your customer item. Enter "3". 2 Click in the Name field. In addition. 2 Click the Save button. Page 65 . 1 Enter the desired information into the Name field.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Seq field. You can also assign the correct shipping container to the item. 1 Enter the desired information into the Seq field. 6 . 2 . 8 . 1 Click in the Name field. 1 Enter the desired information into the Seq field. 2 You have completed the Defining Item Catalog Groups procedure.

. 2 Click the Inventory link. 4 Click the Customer Items link. Page 66 . we will define a finished good customer item and assign an appropriate shipping container.Training Guide Oracle EBS R12 Inventory In this example. . . 3 Click the vertical scrollbar. Click the vertical scrollbar. Procedure Step Action 1 Begin by navigating to the Find Customer Items page. .

new customer items.Training Guide Oracle EBS R12 Inventory Step Action 5 Use the Find Customer Items page to search for existing customer items and to enter . A customer . 7 Use the Customer Items Summary page to enter new customer items. Page 67 . or Press [Alt+N]. Step Action 6 Click the New button. . item is the number that a customer uses to define an item.

we are 2 assigning the commodity code Finished Good to item ABC-1001. 3 . 1 Click in the Customer Item field. Telecommunications". customer item ABC-1001 is a finished good. Enter "ABC . 1 Enter the desired information into the Customer Item field.Training Guide Oracle EBS R12 Inventory Step Action 8 Click in the Customer Name field. 1 Click in the Code field. In this example. Page 68 . Enter "ABC-1001". . 0 . This means that . 1 . 9 Enter the desired information into the Customer Name field. 1 You use commodity codes to classify customer items.

. Enter "Finished Good". 1 In the Master field you enter the default container you use to ship customer items. 2 You have completed the Defining Customer Items procedure. 1 Click the Save button. Procedure Page 69 . 9 . 1 Enter the desired information into the Master field. 7 . 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. 4 . 6 . Enter "Pallet". 8 . 1 Click in the Master field.Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Code field. 5 . 1 Click the Container tab. 0 End of Procedure. you will cross reference a customer item with a finished good item in your system.

. . . 3 Click the vertical scrollbar. references and to create new cross references. Page 70 . .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Customer Item Cross References page. 4 Click the Customer Item Cross References link. Click the vertical scrollbar. 5 Use the Find Customer Item Cross References page to search for existing cross . 2 Click the Inventory link.

or Press [Alt+B]. a customer item and an inventory item number. 7 Use the Customer Item Cross References page to establish a cross reference between . Page 71 .Training Guide Oracle EBS R12 Inventory Step Action 6 Click the New (B) button. .

. you must 2 specify the rank of the cross reference. 1 . 9 Enter the desired information into the Customer Item field. 1 Click in the Rank field. 1 Click in the Item field. 0 . 3 . Enter "AS18947". 1 Enter the desired information into the Item field.Training Guide Oracle EBS R12 Inventory Step Action 8 Click in the Customer Item field. . Page 72 . Enter "ABC-1001". In these cases. The highest rank is 1. 1 You can define multiple cross references to a customer item. .

Procedure Page 73 . 1 You have completed the Defining Customer Item Cross References procedure. you will create a cross reference type for obsolete item numbers. Enter "2". In this example. .Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Rank field. 1 Click the Save button. Defining Cross Reference Types You use cross reference types to define relationships between items and entities such as obsolete item numbers or supplier item numbers. 5 . 4 . 6 End of Procedure.

. 5 Use the Cross Reference Type page to create a cross reference type that you assign to . 3 Click the vertical scrollbar. Page 74 . Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Cross Reference Types page. 2 Click the Inventory link. 4 Click the Items: Cross References link. . . . items an entities.

Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Type field. 1 End of Procedure. 0 . 8 Click in the Description field. . . 1 Click the Save button. 9 Enter the desired information into the Description field. . Enter "Obsolete". number". Page 75 . 1 You have completed the Defining Cross Reference Types procedure. Enter "Obsolete part . . 7 Enter the desired information into the Type field.

. 3 Click the vertical scrollbar. 2 Click the Inventory link. In this example. you will define a commodity code for assemble-to-order items. Page 76 . You use this classification when you define customer items. Procedure Step Action 1 Begin by navigating to the Customer Item Commodity codes page. . Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Defining Commodity Codes Commodity codes enable you to classify customer items. .

Training Guide Oracle EBS R12 Inventory Step Action 4 Click the Customer Item Commodity Codes link. . The . Step Action 6 Click in the Commodity Code field. 7 Enter the desired information into the Commodity Code field. . Enter "Assemble-to-order . Enter "ATO". 9 Enter the desired information into the Description field. Page 77 . 5 Use the Customer Item Commodity Codes page to create commodity codes. . commodity code is the name you associate to a group of customer items. 8 Click in the Description field. parts". .

. 1 You have completed the Defining Commodity Codes procedure.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. Defining Category Sets A Category set is a distinct grouping scheme and consists of categories. Your company creates women's apparel. and children's apparel. Procedure Page 78 . In this example. 1 End of Procedure. 0 . Consider this scenario: You work for an apparel manufacture. you will create a category set called apparel. men's apparel.

2 Click the Inventory link. . Step Action 6 Click in the Name field. .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Category Sets page. 4 Click the Category Sets link. You can use categories and . category sets to group items for various reports and programs. Page 79 . . Click the vertical scrollbar. 5 Use the Category Sets page to create category sets. . 3 Click the vertical scrollbar. .

Set". 1 This is the default category the system uses when you assign an item to the category 3 set. 4 . .Training Guide Oracle EBS R12 Inventory Step Action 7 Enter the desired information into the Name field. 0 . 2 . Enter "Clothing". You can only add 6 categories that belong to the same flexfield structure as the category set. 1 Enter the desired information into the Default Category field. Page 80 . . 1 This is the list of categories that belong to the category set. 8 Click in the Description field. . you can override the default category . 1 The categories you assign to a category set must have the same flexfield structure as 1 the category set. Enter "CHD_APL". After an item is assigned to the category set. 1 Click in the Default Category field. Enter "Inventory Class". 1 Enter the desired information into the Flex Structure field. Enter "Apparel Category . 1 Click in the Category field. 9 Enter the desired information into the Description field. 5 . and choose another relevant category for the item. . 1 Click in the Flex Structure field. 7 .

8 . Consider this scenario: you work for a apparel manufacturer. You need to create a category for children's apparel. Enter "SALE". Defining Categories A category is a logical classification of items that have similar characteristics. 2 You have completed the Defining Category Sets procedure. 0 End of Procedure. . Procedure Page 81 . 1 Click the Save button.Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Category field. 9 .

2 Click the Inventory link. Click the vertical scrollbar. categories. 5 Use the Find Categories page to search for existing categories or to create new . . 3 Click the vertical scrollbar. . Page 82 . . . 4 Click the Category Codes link.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Categories page.

Page 83 . 7 Use the Categories page to define categories. categories and group subsets of your categories into category sets.Training Guide Oracle EBS R12 Inventory Step Action 6 Click the New button. you can assign a specific meaning to each . You can define an unlimited number of . or Press [Alt+N]. 8 When you determine a product structure. A category can belong to multiple category sets. . segment.

0 . Enter "Ch_APPL". 1 Enter the desired information into the Structure Name field.Training Guide Oracle EBS R12 Inventory Step Action 9 Click in the Structure Name field. 1 Enter the desired information into the Category field. 1 Click in the Category field. . Enter "Inventory Class". 2 . 1 . 3 . Page 84 . 1 Click in the Description field.

but will be ready for launch to the general public in a few months. 1 Click the Save button. 1 You have completed the Defining Categories procedure. Status attributes control the functionality an item over time. In this example. .Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Description field. Procedure Page 85 . Defining and Viewing Pending Statuses You can assign item statuses to items your items. Item statuses are made up of status attributes. 5 . You can use item statuses to change the item availability from prototype to active. Enter "Children's Apparel". you have an item that is currently in the prototype phase. 4 . 6 End of Procedure.

. 5 Use the Master Item page to define items and perform actions on items. 3 Click the vertical scrollbar. .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Master Items page. . 4 Click the Master Items link. 2 Click the Inventory link. . Click the vertical scrollbar. Page 86 . .

. 8 Enter the desired information into the Item field. . . 1 Click in the Item field. 9 Press [Ctrl+F11]. 0 . Page 87 . 7 Press [F11]. 1 Click the Tools menu. .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Item field. Enter "AS54888". 1 .

You also can 3 determine the effective date for the status. 1 Use the Item Status History page to define item statuses for and item.Training Guide Oracle EBS R12 Inventory Step Action 1 Click Pending Status. 1 Enter the desired information into the Effective Date field. 4 . 5 . Page 88 . Step Action 1 Click in the Effective Date field. . Enter "10-Mar-2008". 2 .

2 Click the Implement button. 1 Enter the desired information into the Status field. 1 Click in the Effective Date field. 7 . 2 You have completed the Defining and Viewing Pending Statuses procedure. 3 . or Press [Alt+I]. Enter "24-Jul-2008". 5 End of Procedure. 1 Enter the desired information into the Effective Date field. 0 . Page 89 . 2 Click in the Status field. Enter "Prototype". 2 Click the Save button.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Status field. 4 . 2 . 8 . 2 Enter the desired information into the Status field. 2 Press the left mouse button on the OK object. 1 . 9 . Enter "Active". 6 . .

Training Guide Oracle EBS R12 Inventory Copying Item Templates You can copy attributes from an existing item template to a new item template. In this scenario. Click the vertical scrollbar. Procedure Step Action 1 Begin by navigating to the Find Item Templates page. Page 90 . . . . 2 Click the Inventory. Vision Operations (USA) link. 3 Click the vertical scrollbar. we will make modifications to one of the existing seeded templates to create a new template.

. 5 Use the Find Item Templates page to search for existing item templates. .Training Guide Oracle EBS R12 Inventory Step Action 4 Click the Setup: Templates link. 7 Use the Item Template page to enter new item templates. Page 91 . Step Action 6 Click the New button. . . or Press [Alt+N].

. 1 Enter the desired information into the Description field. 9 Enter the desired information into the Template field. "Finished_Good_Process". 0 . Enter . 1 Click the Tools menu. 2 . Enter "Finished Good 1 Process Template". . or Press [Alt+T]. 1 Click in the Description field. Page 92 .Training Guide Oracle EBS R12 Inventory Step Action 8 Click in the Template field.

Enter "Finished Good". menu. Page 93 . Step Action 1 Click in the Template field. You can choose 4 which item attribute groups to copy. 5 . 1 Use the Copy Template page to copy an existing item template. 1 This copies the seeded template Finished Good. .. .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Copy Template. Enter the desired information into the Template field.. 3 . It copies the attributes that belong to 6 the attribute groups associated with selected checkboxes.

9 .Training Guide Oracle EBS R12 Inventory Step Action 1 Point to the Apply object. Page 94 . 1 Click the Done (F) button. or Press [Alt+F]. 7 . or Press [Alt+Y]. 1 Click the Yes button. 8 .

2 You have completed the Copying Item Templates procedure. Assigning Items to Categories When you enable an item in a functional area.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. Procedure Page 95 . . you will assign a container item to the container items category set. 0 . 1 End of Procedure. the item is assigned to the default category set and default category of the functional area. In this example. You can also assign an item to additional categories.

Step Action 5 Click the View menu. Click the vertical scrollbar. . . 2 Click the Inventory link. . . . 3 Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Master Item page. Page 96 . 4 Click the Master Items link. or Press [Alt+V].

Training Guide Oracle EBS R12 Inventory Step Action 6 Click the Find. 0 . Page 97 .. . or Press [F].. Step Action 8 Click in the Item field. . 7 Use the Find Master Items page to search for existing items. Enter "A1 DOM". menu. 9 Enter the desired information into the Item field. . . 1 Click the Find button.

Step Action 1 Click the Tools menu. or Press [a]. Page 98 . 1 Use the Category Assignment page to assign your item to a group of categories. 1 Click the Categories menu.Training Guide Oracle EBS R12 Inventory Step Action or Press [Alt+i]. 1 . 2 . . or Press [Alt+T]. You 3 can use this page to assign the item to more then one category set.

8 . 6 . 1 Click in the Category field. 5 . 7 . 4 . Enter "Container Item". 1 Enter the desired information into the Category field.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Category Set field. Page 99 . Enter "ACCESSORY". 1 This is the individual category to which you want to assign your item. 1 Enter the desired information into the Category Set field.

2 You have completed the Assigning Items to Categories procedure. you will cross reference the obsolete part number to the current part number. . 9 . 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.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. 0 End of Procedure. Procedure Page 100 .

You must select a cross reference type before you can assign it to an item. Click the vertical scrollbar. Page 101 . . . 2 Click the Inventory link. 4 Click the Cross References link.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Cross Reference Types page. item. 5 Use the Cross Reference Types page to select a cross reference type to assign to an . You can assign multiple items to a cross reference type as well as assign an item to multiple cross reference types. 3 Click the vertical scrollbar. . .

Step Action 9 Click in the Item field. . 0 Enter the desired information into the Item field. Enter "AS18947". .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Type field. 8 Use the Assign Cross References page to assign cross references to create the . and entities. . 1 This is the current item number in the system. or Press [Alt+A]. relationships between cross references. . items. Page 102 . 7 Click the Assign button.

Training Guide Oracle EBS R12 Inventory Step Action 1 The value you enter is the entity you would like to cross reference to the item. 1 Click the Save button. 1 Click in the Description field. Enter "FG18947". 6 . Specifying Recommended Categories You can recommend categories for an item catalog group. . 7 End of Procedure. . Procedure Page 103 . 4 . you will assign a default a category an existing category set to an item catalog group. 1 Enter the desired information into the Description field. This is for information and reporting purposes only. 1 You have completed the Assigning Cross Reference Types procedure. You can print the list of categories and use the list of recommended categories when you define items. . Enter "Obsolete part 5 number". 2 . 1 Click in the Value field. 3 . In this 1 case the obsolete part number. In this example. 1 Enter the desired information into the Value field.

4 Click the Catalog Groups link. .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Item Catalog Groups page. group with which you want to specify categories. Page 104 . 2 Click the Inventory link. 3 Click the vertical scrollbar. Click the vertical scrollbar. You must select an item catalog . . . . 5 Use the Item Catalog Groups page to item catalogs.

.Training Guide Oracle EBS R12 Inventory Step Action 6 Click the Details button. . or Press [Alt+D]. Page 105 . 7 Use the Item Catalog Group page to specify categories for reporting purposes.

.Training Guide Oracle EBS R12 Inventory Step Action 8 Click the Descriptive Elements list. Page 106 .

.Training Guide Oracle EBS R12 Inventory Step Action 9 Click the Categories list item. Page 107 .

2 . 0 . 1 Enter the desired information into the Category Set field. 1 Click in the Category field. Page 108 . 1 Enter the desired information into the Category field. Enter "Freight Class". Enter "BEST". 1 Click the Save button. 3 . 4 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Category Set field. 1 .

5 End of Procedure. .Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Specifying Recommended Categories procedure. Page 109 .

• View item information. • Assign items to organizations. In this example. • Assign items to subinventories. • Define item transaction defaults. Item attributes fields that you can update appear in white or yellow when you navigate to the Organization Items page. There are many ways you can manage your items. Upon completion of this lesson. • Update organization items. you will be able to: • Define items. you will update the Inventory Planning Method for the item. • Assign subinventories to items. You cannot update these attributes. you assign items to organizations. • Define item relationships. • Assign items to categories. • Define manufacturer's part numbers. You can also create relationships between items and relationships between items and manufacturer's part numbers. Procedure Page 110 . Master-controlled items appear in grey.Training Guide Oracle EBS R12 Inventory Defining and Maintaining Item Information You can define and control items that you stock in inventory. Once defined. • Define item revisions. You can categorize your items as well as restrict items to specific subinventories within your organization. Updating Organization Level Items You can update the item attributes for items assigned to your organization. You choose whether to have centralized or decentralized control of your items through a variety of item attributes.

Click the vertical scrollbar. 2 Click the Inventory link. .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Organization Items page. 4 Click the Items: Organization Items link. Page 111 . 5 Use the Find Organization Items to enter item search criteria. . . 3 Click the vertical scrollbar. . .

0 . 1 Click the Find button. Item page.Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Item field. . 7 Enter the desired information into the Item field. . You can only create items within the Master . . 8 When you click in the Description field. . 1 Use the Organization Item page to view and update items within your organization. 9 Click in the Description field. Enter "AS18947". 1 You cannot create items from this page. Page 112 . the item description appears automatically. You can update only only-controlled item attributes.

Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Right button. Page 113 . 2 .

3 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the General Planning menu. Page 114 .

Page 115 . 4 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Inventory Planning Method list.

Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Min-Max list item. 5 . Page 116 .

6 . You can assign the same item to multiple manufacturer's part numbers. . 7 End of Procedure.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. Procedure Page 117 . In this example. you will associate a manufacturer's part number to a system item. Defining Manufacturer Part Numbers You can define manufacturer part numbers for items. 1 You have completed the Updating Organization Level Items procedure. You use this information for reporting purposes and in catalog searches for items.

3 Click the vertical scrollbar. 4 Click the By Manufacturers link. Page 118 . 5 Use the Manufacturers page to select the manufacturer to which you associate the . . . 2 Click the Inventory link.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Manufacturers page. . part number. . Click the vertical scrollbar.

for an item. .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Manufacturer field. 8 Use the Manufacturer Part's Numbers page to enter the manufacturer's part number . or Press [Alt+P]. 7 Click the Parts button. . Page 119 .

1 Enter the desired information into the Item field. Enter "AS18947". 3 . 2 . . 1 This is the item number defined in your system. 1 Click in the Item field. 1 Enter the desired information into the Part field. Page 120 . 1 . 0 . Enter "2256749".Training Guide Oracle EBS R12 Inventory Step Action 9 Click in the Part field.

End of Procedure. 4 . or prototype. sell. 5 . 1 You have successfully completed the Defining Manufacturer Part Numbers 7 procedure. the item description appears automatically. In this example. 1 Click the Save button. . Procedure Page 121 . manufacture. stock. 1 Click in the Description field. you will use the finished goods template to create a finished good item. 6 .Training Guide Oracle EBS R12 Inventory Step Action 1 When you click in the Description field. plan. Items can also be containers for other items as well as components you build into other items. distribute. Defining Items An item is a part or service you: purchase.

. . When you define items. information you need to maintain the item. 4 Click the Items: Master Items link. 5 Use the Master Item page to define items. Oracle Inventory automatically switches to the Master Item page when you define a new item. You cannot define an item at the organization level.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Master Item page. Click the vertical scrollbar. 2 Click the Inventory link. you enter only the . . . You define all items in the Master Item page. Page 122 . 3 Click the vertical scrollbar.

Enter "AS2000". 7 Enter the desired information into the Item field. Enter "Finished Good Item". 9 Enter the desired information into the Description field. 1 . or Press [Alt+T].Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Item field. 8 Click in the Description field. 1 Click the Copy From. Page 123 . .. 1 Click the Tools menu. menu.. . 0 . . .

1 Enter the desired information into the Template field.Training Guide Oracle EBS R12 Inventory Step Action or Press [C]. Item templates 2 contain preset values for item attributes. 1 Use the Copy From page copy a previously-defined item template. The item attributes are overlayed on the item . 4 . Enter "Finished Good". 1 Click the Apply button. Page 124 . Step Action 1 Click in the Template field. 5 . 3 . master when you apply it.

1 The value of the User Item Type field was set to Finished Good when you applied the 8 Finished Good template. well. 7 . or Press [Alt+D].Training Guide Oracle EBS R12 Inventory Step Action or Press [Alt+A]. The values on other tabs of the item master were also set as . 6 . Step Action 1 Click the Save button. Page 125 . 1 Click the Done button.

and one locator within your organization.Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Defining Items procedure. 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. receiving and move order transactions. Procedure Page 126 . Before you can define item transaction defaults you must define at least one item. one subinventory. Defining Item Transaction Defaults You use the Item Transaction Defaults window to define a default subinventory for an item for shipping. you will assign a default shipping subinventory for an item. In this example. 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. 9 End of Procedure.

3 Click the vertical scrollbar. Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Item Transaction Defaults page. . . . Page 127 . . . 5 Use the Find Item Transaction Defaults page to create new item transaction defaults. 2 Click the Inventory link. 4 Click the Item Transaction Defaults link.

.Training Guide Oracle EBS R12 Inventory Step Action 6 Click the New button. Enter "AS18947". or Press [Alt+N]. items. Page 128 . 7 Use the Item Transaction Default page to assign transaction default subinventories to . . 1 This is the default shipping subinventory for the item. 0 . Shipping is the default transaction type that appears. Step Action 8 Click in the Item field. You do not need to modify the Default For field. . 9 Enter the desired information into the Item field.

. Procedure Page 129 . the system checks for on-hand quantity within the organization. 1 You have completed the Defining Item Transaction Defaults procedure. In this example. You use revision control to track item quantities by revision and to specify a revision for each material transaction. bill or material or routing. or function of the item. 1 . then the system checks for onhand quantity against all organizations within the master item organization. 1 Click the Save button. Enable revision control for items you must track versions or changes that are significant enough to track but do not affect the form. 3 . you will create a revision for an item.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Subinventory field. 1 Enter the desired information into the Subinventory field. Defining Item Revisions A revision is a particular version of an item. If revision control is enabled at the master-item level. 2 . 4 End of Procedure. You cannot change the revision control revision control item attribute when an item has on-hand quantity. If revision control is enabled at the organization level. fit. Enter "DropShip".

Page 130 . . . 3 Click the vertical scrollbar. 4 Click the Items: Master items link. Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Master Item page. 2 Click the Inventory link. . .

6 Use the Find Master Items page to search for existing items. Page 131 . . ...Training Guide Oracle EBS R12 Inventory Step Action 5 Click the Find. button.

9 When you click in the Items field. . 0 . 1 Click the Find button. the Description appears automatically.Training Guide Oracle EBS R12 Inventory Step Action 7 Click in the Item field. Page 132 . Enter "12345". . or Press [Alt+i]. 8 Enter the desired information into the Item field. . 1 Click in the Items field. 1 .

You can modify this as necessary. 4 . 6 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Revisions button. Enter "Revision A". 5 . 1 Enter the desired information into the Description field. Page 133 . 1 Click in the Description field. 1 Click the Save button. . 1 Use the Master Item page to enter item revisions. The first Revision Label appears 3 automatically. 2 .

Click the vertical scrollbar. You can use these relationships to search for items. Page 134 . .Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Defining Item Revisions procedure. 7 End of Procedure. . these relationship are for inquiry and reporting purposes. Defining Item Relationships You can define relationships between items. In this example. Except in Oracle Receiving. you will define a substitute item. Procedure Step Action 1 Begin by accessing the Master Item page.

4 Click the Items: Master Items link. Page 135 . 3 Click the vertical scrollbar. . 6 Use the Find Master Items page to search for existing items.. . .. . Step Action 5 Click the Find.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Inventory link. . button.

1 Click the Find button. . . 8 Enter the desired information into the Item field. . 9 When you click in the Description field. 0 . 1 . Page 136 . or Press [Alt+i]. 1 Click in the Description field.Training Guide Oracle EBS R12 Inventory Step Action 7 Click in the Item field. Enter "AS18947". the item description appears automatically.

3 . or Press [Alt+T]. Page 137 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Tools menu. sell. 1 Use the Item Relationships page to create relationships between items. For example. 2 . 4 you can create an item relationship for substitute items or items for which you can up . or Press [l]. 1 Click the Item Relationships menu.

Page 138 . 1 Enter the desired information into the To Item field. 9 . 6 . Enter "AS54888". Enter "AS18947". 5 . 1 Click in the To Item field.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the From Item field. 1 Click the Type list. 1 Enter the desired information into the From Item field. 8 . 7 .

Page 139 .Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Substitute list item. 0 .

You restrict an item to the list of subinventories by setting the Restrict Subinventories attribute when you define or update an item. This information is used to perform min-max planning and replenishment processing at the subinventory level. In this example. 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. 1 . 2 End of Procedure. you will assign and item to a subinventory and set the minimum and maximum order quantities. .Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. Assigning Subinventories to an Item You can assign a list of subinventories to an item. Page 140 . You can also specify planning information and locators for the item in its assigned subinventories. 2 You have completed the Defining Item Relationships procedure.

2 Click the Inventory link. . Page 141 . . Click the vertical scrollbar. . .Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the Master Item page. 3 Click the vertical scrollbar. 4 Click the Items: Master Items link.

. button.. Page 142 . .. 6 Use the Find Master Items page to search for existing items.Training Guide Oracle EBS R12 Inventory Step Action 5 Click the Find.

8 Enter the desired information into the Item field. . Enter "AS54888". Page 143 . or Press [Alt+i]. 1 Use the Master Item page to define and maintain item attribute information.Training Guide Oracle EBS R12 Inventory Step Action 7 Click in the Item field. . 9 Click the Find button. 0 . .

5 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Inventory tab. 1 Click the Tools menu. 4 . you enable the item to be assigned to a list 2 of subinventories. 1 Click the Restrict Subinventories option. 3 . 1 . . 1 When you select Restrict Subinventories. or Press [Alt+T]. Page 144 . 1 Click the Item Subinventories menu.

9 . the item description appears automatically. Page 145 . 6 .Training Guide Oracle EBS R12 Inventory Step Action or Press [u]. Enter "Stores". 1 Enter the desired information into the Subinventory field. 1 When you click in the Description field. 8 . 7 . 1 Use the Item Subinventories page to assign an item to one or more subinventories. Step Action 1 Click in the Subinventory field.

9 . 2 Enter the desired information into the Min Qty field. End of Procedure. . 3 . Enter "100". 2 Click the Min-Max Planning option. then you can perform min-max planning at the 1 subinventory level for the item. 5 . 2 This is the minimum on-hand quantity at which to place an order. 0 . 3 You have successfully completed the Assigning Subinventories to an Item 0 procedure. on-hand quantity of the item to exceed this quantity within this subinventory. 2 Click in the Min Qty field. 6 This maximum displays as on the in-max report. . 2 Click the Save button.Training Guide Oracle EBS R12 Inventory Step Action 2 Click in the Description field. 2 If you select Min-Max Planning. Page 146 . 2 This is the suggested maximum on-hand quantity to maintain as on-hand inventory. 2 Enter the desired information into the Max Qty field. Enter "500". Any order placed should not force the . 2 Click in the Max Qty field. 2 . 4 . 7 . 8 .

Training Guide Oracle EBS R12 Inventory Assigning Items to Organizations After you create an item you assign it to specific organizations. Procedure Step Action 1 Begin by navigating to the Master Item page. 2 Click the Inventory link. . you can select Reorder Point planning for an item in one organization. Page 147 . and Min-Max planning for the item in another organization. you will assign a finished good to an existing organization. In this example. Click the Vertical scrollbar. For example. You use the Organization Item page to change organization-level attributes. .

6 Use the Find Master Items page to search for existing items. . . button... 4 Click the Items: Master Items link. Page 148 . . . Step Action 5 Click the Find.Training Guide Oracle EBS R12 Inventory Step Action 3 Click the vertical scrollbar.

Training Guide Oracle EBS R12 Inventory Step Action 7 Click in the Item field. 9 Click the Find button. . 8 Enter the desired information into the Item field. or Press [Alt+i]. . Page 149 . . Enter "AS2000".

2 . 1 Click the Assigned option.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Org Assign button. 1 Click the Assigned option. 4 . 0 . 3 . This page lists all of the organizations within the Master Organization including the Master Organization. You can assign the item to as many organizations you would like. 1 Click the Assigned option. The item is automatically assigned to the Master Organization in . 1 Use the Organization Assignment tab of the Master Item page to assign items to 1 organizations. Page 150 . which it was defined.

6 End of Procedure. Procedure Page 151 . Possible values for material might be glass or ceramic. 1 You have completed the Assigning Items to Organizations procedure. . Assigning Items to Catalogs You can assign items to catalogs. When you assign an item to an item catalog group. you define values for the descriptive elements that apply to your item. an item catalog group called mug could have a descriptive element called material.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. 5 . For example.

3 Click the vertical scrollbar. Step Action 5 Click the Find. .. Page 152 .. . button. Click the vertical scrollbar. 4 Click the Items: Master Items link. . . .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Master Item page. 2 Click the Inventory link. . 6 Use the Find Master Items page to search for existing items.

1 Click the Find button. 8 Enter the desired information into the Item field. 0 . 9 When you click in the Description field. Enter "MugAA". the item description appears automatically. 1 . . 1 Click in the Description field. .Training Guide Oracle EBS R12 Inventory Step Action 7 Click in the Item field. Page 153 . or Press [Alt+i]. .

or Press [g].Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Tools menu. 3 . . When you click in the 4 Name field the Descriptive Elements for the Catalog Group appear automatically. 1 Click the Catalog menu. or Press [Alt+T]. 2 . Page 154 . 1 Use the Item Catalog page to assign item catalog definitions.

Page 155 . . 1 The value of the descriptive element is included in a concatenation that creates a 9 catalog-derived item description.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Catalog Group field. 1 Click in the Name field. 7 . 5 . 1 Click the Description Default option. 8 . Enter "Mugs". 1 Enter the desired information into the Catalog Group field. 6 .

In this example. Assigning Items to a Subinventory You can assign items to a given subinventory. It does however. . 2 Enter the desired information into the Value field.Training Guide Oracle EBS R12 Inventory Step Action 2 Click in the Value field. You can always issue and receive unrestricted items to any subinventory. 2 Click the Save button. but you can only issue and receive restricted items to their list of subinventories. you will assign an item to a subinventory. Procedure Page 156 . 2 You have completed the Assigning Items to Catalogs procedure. 2 . Enter "Ceramic Mug". 0 . You actives the list of subinventories for a restricted items by setting the Restrict Subinventories attributes when you define or update an item. 3 End of Procedure. Assigning items to a subinventory does not restrict the subinventory to that list of items. restrict items to that subinventory. 1 .

Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Subinventories Summary page. . to assign the item. 3 Click the vertical scrollbar. . . 5 Use the Subinventories Summary page to select the subinventory to which you want . 4 Click the Organizations: Subinventories link. 2 Click the Inventory link. Page 157 . Click the vertical scrollbar. .

. 8 Use the Item Subinventories page to assign a group of items to a particular . or Press [Alt+I]. subinventory. 7 Click the Item / Subinventory button. .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Name field. Page 158 .

. 1 Click the Save button. 3 . Page 159 . Enter "AS54888". 1 . 0 .Training Guide Oracle EBS R12 Inventory Step Action 9 Click in the Item field. 1 Click in the Description field. 2 . 1 When you click in the Description field. the description appears automatically. 1 Enter the desired information into the Item field.

In this example. a sine organization and its master organization. . The functional security assigned to your responsibility determines for which organizations you can view item information. you can view the information for an item in a single organization. Depending upon the functional security assigned to your responsibility. Viewing Item Information You can use the Find Item Information to quickly view all attributes categories. or revisions for an item.Training Guide Oracle EBS R12 Inventory Step Action 1 You have successfully complete the Assigning Items to a Subinventory procedure. Procedure Page 160 . we will view the Inventory Planning Method across all organizations for item AS18947. 4 End of Procedure. or across all organizations.

3 Click the vertical scrollbar. 4 Click the Items: Item Information link. . . 2 Click the Inventory link. information. . 5 Use the Find Item Information page to set the viewing criteria for viewing item . Page 161 .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Item Information page. . Step Action 6 Click the All list item. When you select All you can view information for an item in all organizations where it is defined depending on your functional security. Click the vertical scrollbar. .

Enter "AS18947". 0 . . 9 You can select the attribute group to view.Training Guide Oracle EBS R12 Inventory Step Action 7 Click in the Item field. 1 Enter the desired information into the Group field. Page 162 . . 1 . 1 Click in the Group field. Master Item page. These are the tabs that appear on the . Enter "General Planning". 8 Enter the desired information into the Item field.

4 . 1 You have completed the Viewing Item Information procedure. or Press [Alt+i]. Enter "Inventory Planning 3 Method". 1 Enter the desired information into the Attribute field. 1 Use the Item Attributes page to view item information. . 1 Click the Attributes button. Page 163 . . . 2 . but is planned in Organizations E1 and E2.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Attribute field. 6 End of Procedure. You can see on this page that 5 the item is not planned in organization E3.

• Update lot information. You can divide each lot into child lots that can reflect whatever characteristics you choose for items within the lot. but the system does not prevent you from using the lot. • Assign lot numbers within transactions. Oracle Inventory provides complete lot number support for inventory transactions. You can enable lot control for specific items in your inventory. For example. Updating Lot Information You can use the Item Lots page you can update the following information: • Material Status. • Origination date • Expiration date. you will disable a lot. You can specify more than one lot to cover the transaction quantity. • Define lot action codes.if the lot is under grade control. or whatever you choose. you will be able to: • Set up lot control. • Grade. and thereafter reference the same lots each time you perform material transactions. a warning message appears. If you attempt to transact an item to or from an expired lot. Oracle Inventory uses the default lot generation method that you entered in the Organization Parameters window to determine lot numbers.if the lot is under material status control. you must specify a lot number for the item.if the lot is under shelf life control.if the lot is under shelf life control • Retest date • Maturity date • Hold date • Disable the lot In this example. Page 164 . You can also add quantities to existing lot numbers and split an inventory receipt into several lots. • Create a new lot. You must assign lot numbers when you receive items under lot control. you can allocate specific lots to a production batch based on the potency. When you issue an item under lot control from inventory. • View lot genealogy.if the lot is under shelf life control • Action code. For items under lot control. This enables you to have tight control over lot-controlled items in your inventory. age or other item characteristics. you can assign lot numbers to each receipt. • Expiration action date. you may divide a lot of items form a vendor into child lots to reflect differences in quality specifications.Training Guide Oracle EBS R12 Inventory Lot Control A lot can represent a quantity of an item that shares the same specifications. • Display lot information. one or more receipts from the same vendor. When you allocate stock for production. Upon completion of this lesson. You also enter the lot prefix and starting lot number in the Item Master window when you create an item.

. 5 Use the Find/Lots Jobs page to search for existing lots. . Click the vertical scrollbar. . 3 Click the vertical scrollbar. . 4 Click the Report Types link. 2 Click the Inventory link. Page 165 . .Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the Find Lots/Jobs page.

. Enter "678910". 8 Click the Find button. 7 Enter the desired information into the Item field. .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Item field. 9 Use the Item Lots page to update lot information. . Page 166 . . or Press [Alt+d].

1 . 1 Click the Save button. Setting Up Lot Control Before you can use lot control.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the horizontal scrollbar. 1 You have completed the Updating Lot Information procedure. . 0 .You can establish lot control for an item when you define it. 2 . 1 Click the Disabled option. Page 167 . you must perform the following setup activities: • Setup item lot control. 3 End of Procedure.

and establish lot expiration control. In this example.You use the Organization Parameters page to specify whether lot numbers should be unique for an item. Procedure Step Action 1 Begin by navigating to the Master Item page. establish full lot control. you will create an item.Training Guide Oracle EBS R12 Inventory • Establish lot number uniqueness.You use the Organization Parameters page to specify how to generate lot number defaults. • Establish lot expiration (shelf life control) (optional). 2 Click the Inventory link. Page 168 . • Determine whether to automatically generate lot numbers (optional).Shelf life is the amount of time that an item can reside in inventory before it expires. . Click the vertical scrollbar. .

8 Click in the Description field. . Step Action 6 Click in the Item field. . 5 Use the Master Item page to create items and set item attributes. Enter "678910". . . Page 169 . 4 Click the Master Items link. . 7 Enter the desired information into the Item field.Training Guide Oracle EBS R12 Inventory Step Action 3 Click the vertical scrollbar. .

or Press [C].. or Press [Alt+T].Training Guide Oracle EBS R12 Inventory Step Action 9 Enter the desired information into the Description field. 1 . and 2 overlay the item information on the template to the new item definition. Page 170 . 0 . 1 Use the Copy From page to copy information from an existing item template. menu. 1 Click the Copy From. . Finished Good". 1 Click the Tools menu. Enter "Lot-controlled ..

1 Enter the desired information into the Template field.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Template field. 4 . 1 Click the Apply button. or Press [Alt+D]. 6 . 1 Click the Done button. 5 . Page 171 . 3 . or Press [Alt+A]. Enter "Finished Good".

If you establish lot control at the Master Item level. 7 . number control only if no on-hand quantity for the item exists. 1 Click the Control list. 1 When you enable Full Control for an item. 0 . you can track inventory balances by lot 9 number. Step Action 2 Click the Full Control list item. 8 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Inventory tab. You must specify a lot number for issues and receipts. You can establish lot . Page 172 . then the system checks for on-hand quantity in all child organizations.

Page 173 . 3 . When you create additional lots for the item. 2 Enter the desired information into the Starting Prefix field. then the system uses this prefix when you . 2 . the system increments each succeeding lot. When you set Lot Number Generation to At Item Level 4 in the Organization Parameters page. Step Action 2 Click in the Starting Prefix field. define a lot number for the item. the system uses this number as the starting lot . number. When you set Lot Number Generation at item 1 level in the Organization Parameters page.Training Guide Oracle EBS R12 Inventory Step Action 2 This is the starting prefix for the lot. Enter "A". 2 This is the starting lot number.

Enter "0". creation. Enter "2". controlled at the Item Master level. then the system assumes the lot is mature at . 8 . 9 If you do not enter a number. 3 Click the Lot Expiration Control list. 5 . 7 . You 2 cannot change lot expiration control if on-hand quantity exists. then the system assumes the you can use the lot . 3 Enter the desired information into the Hold Days field. immediately. then the system checks for on-hand quantity against all child organizations. 0 . If you do not enter a number. 3 . 2 Click in the Maturity Days field. 2 Enter the desired information into the Maturity Days field. 1 . Page 174 . 2 This is the number of days added to the lot creation date to determine the lot maturity 6 date.Training Guide Oracle EBS R12 Inventory Step Action 2 Click in the Starting Number field. 2 This is the number of days added to the lot creating date before you can release the lot. 3 Lot Expiration Control governs how long items in a given lot remain available. 3 Click in the Hold Days field. If lot expiration is .

3 This is the number of days each lot is active. the system adds the shelf life 5 days to the days to the system date to determine the expiration date. At receipt. Page 175 .Training Guide Oracle EBS R12 Inventory Step Action 3 Click the Shelf life days list item. . 4 .

Training Guide Oracle EBS R12 Inventory Step Action 3 Click in the Shelf Life Days field. 9 End of Procedure. If you leave the search criteria blank. 3 Click the Save button. Enter "8". You can choose to enter search criteria. or leave the search criteria blank. then the system searches for all lots within the organization. 3 You have now completed the Setting Up Lot Control procedure. Displaying Lot Information You use the Item Lots page to view lot information. . 6 . 7 . 8 . Page 176 . 3 Enter the desired information into the Shelf Life Days field.

Click the vertical scrollbar. Page 177 . . 4 Click the Report Types link. 3 Click the vertical scrollbar. Procedure Step Action 1 Begin by navigating to the Find Lots/Jobs page. . . 2 Click the Inventory link.Training Guide Oracle EBS R12 Inventory In this example. . you will search for all lots within the organization.

7 The Item Lots page depicts information about the lots within the organization such as . End of Procedure. and lot status. Step Action 6 Click the Find button.Training Guide Oracle EBS R12 Inventory Step Action 5 Use the Find/Lots Jobs page to search for existing lots. . lot number. Page 178 . 8 You have completed the Displaying Lot Information procedure. item number. or Press [Alt+d]. . .

. Procedure Step Action 1 Begin by navigating to the Maintain Actions page. Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Defining Lot Action Codes Lot action codes determine the action that you perform on a lot when it expires. Page 179 . you will create the lot action code discard. 2 Click the Inventory link. . 3 Click the vertical scrollbar. In this example. .

You can assign a lot . action to an item if you set the item attribute shelf life control on the Master Item page. Step Action 6 Click the New button. 5 You use the Action Codes page to define lot expiration actions. Enter "DISC". . 7 Click in the Action Code field. but notifies you of the action to take on the lot. You can determine a default expiration action on the Master Item page. or assign expiration actions on the Lot Master. or when you transact the item. . . . 8 Enter the desired information into the Action Code field. The system does not perform these actions.Training Guide Oracle EBS R12 Inventory Step Action 4 Click the Action Codes link. Page 180 .

Procedure Page 181 . 1 You have completed the Defining Lot Action Codes procedure. Enter "Discard". 1 . 0 . 2 End of Procedure. 1 Enter the desired information into the Action Description field. you will generate a new lot for an item.Training Guide Oracle EBS R12 Inventory Step Action 9 Click in the Action Description field. You can use the Edit Item Lots window to create new lots before you receive material in the warehouse. . . In this example. Creating a New Lot You use the Edit Item Lots window to create new lots manage existing lot information. 1 Click the Save button.

Click the vertical scrollbar. . . 2 Click the Inventory link. 5 Use the Find Lots/Jobs page to search for existing lots and to create new lots. . . . Page 182 .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Lots/Jobs page. 3 Click the vertical scrollbar. 4 Click the Report Types link.

Training Guide Oracle EBS R12 Inventory Step Action 6 Click the New button. Page 183 . under lot control. . or Press [Alt+N]. 7 Use the Edit Item Lots page to generate new lots. The only items eligible are items .

If you do not click in the Lot. 1 Click the Generate Lot button. field then the Generate Lot button does not . 2 . field. Enter "678910". 1 . . Page 184 .Training Guide Oracle EBS R12 Inventory Step Action 8 Click in the Item field. 1 Click in the Lot field. you must click in the 0 Lot. appear. 9 Enter the desired information into the Item field. or Press [Alt+G]. 1 After you enter the item for which you want to generate the lot. .

3 . . 4 End of Procedure.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. Assigning Lot Numbers Within Transactions You can choose lot numbers for the line item quantity to issue or receive You can view the Lot Entry page only if the item is under lot control. you will perform a miscellaneous receipt of an item and assign an existing lot to the transaction. 1 You have completed the Creating a New Lot procedure. Procedure Page 185 . In this example. You can choose to assign an existing lot or generate a new lot for the transaction.

3 Click the Miscellaneous Transaction link. . . 4 Use the Miscellaneous Transaction page to perform different types of transactions. you are going to receive material in to a subinventory. Page 186 . . . Step Action 5 Click in the Type field. Click the vertical scrollbar. In . this case. 2 Click the Inventory link.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Miscellaneous Transaction page.

0 . and quantity 1 information about the item you are going to receive. . 1 Click the Transaction Lines button. or Press [Alt+r]. . . 8 Click in the Account field. subinventory. . . 9 Enter the desired information into the Account field. Page 187 .Training Guide Oracle EBS R12 Inventory Step Action 6 Enter the desired information into the Type field. 7 This is the GL account to which you are going to charge the transaction. 1 Use the Miscellaneous receipt page to enter item. Enter "01-580-7740-0000-000". Enter "Miscellaneous receipt".

2 . Enter "FGI". 5 . Page 188 . 6 . 1 Click in the Quantity field. 1 Enter the desired information into the Item field.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Item field. 4 . 3 . Enter "678910". 1 Click in the subinventory field. 1 Enter the desired information into the subinventory field.

Page 189 . 9 You can also use this page to generate new lots. . 7 . 1 Click the Lot / Serial button. Enter "600".Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Quantity field. Step Action 2 Click in the Lot Number field. 0 . 1 Use the Lot Entry page to enter lot transaction information for items under lot control. or Press [Alt+r]. 8 .

4 . 2 Enter the desired information into the Quantity field. 2 Click in the Quantity field. which needs to be recalled. 2 Click the Done button. For example. You can use lot genealogy to find each lot of doughnuts that contain the contaminated lots of sugar. 5 End of Procedure.Training Guide Oracle EBS R12 Inventory Step Action 2 Enter the desired information into the Lot Number field. and translations. and you used this sugar as an ingredient in the production of doughnuts. Enter "S00247". Enter "600". 3 . one of you suppliers information you that they supplied with contaminated sugar. Procedure Page 190 . 1 . 2 You have completed the Assigning Lot Numbers Within Transactions procedure. merges. Viewing Lot Genealogy Lot genealogy tracks the relationship between lots and provides lot traceability that results from inventory transactions. you will view the material transactions and existing reservations for a lot. or Press [Alt+D]. In this example. This includes all lot splits. . Lot genealogy also enables you to view where a particular lot is used. 2 .

Click the vertical scrollbar. . 3 Click the vertical scrollbar. .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating the Find Lots/Jobs page. . 5 Use the Find Lots/Jobs page to search for existing lots. 2 Click the Inventory link. . Page 191 . 4 Click the Report Types link. .

7 Enter the desired information into the Item field. 8 Click the Find button.Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Item field. Page 192 . . Before you can view . you must select an existing lot. Enter "PT55166". . lot genealogy. . or Press [Alt+d]. 9 Use the Item Lots page to view information about existing lots.

1 Click the View Genealogy button. information about the item and the Lot alternative region contains information about the lot. or Press [Alt+i]. Page 193 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Lot field. It also provides the document type that you used to receive it into inventory. 1 . The Lot Attributes tab 2 contains information about the lot. The Origination alternative region provides information about where the lot was created and the types of transaction that you used to receive it in to inventory. 1 The Genealogy page depicts the genealogy of a particular lot. The Item Details alternative region contains . 0 .

1 Click the Reservations button.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Material Transactions tab. 5 . subinventory and transaction type. 3 . 1 The Transaction Details alternative region displays item transaction information such 4 as the transaction date. When you click the Reservations button 6 in the Genealogy page. In this case. In this case. two reservations exist for the item. 7 End of Procedure. Page 194 . and a Miscellaneous receipt performed on the lot. or Press [Alt+R]. Intransit Shipments. there were two . 1 You have completed the Viewing Lot Genealogy procedure. there are . . 1 You can view existing reservations for a lot. you access the Item Reservation page.

Training Guide Oracle EBS R12 Inventory Page 195 .

• Generate serial numbers. In this example. you will be able to: • Set up serial number control. You establish serial number control for an item when you define it on the Master Item page.Training Guide Oracle EBS R12 Inventory Serial Control A serial number is an alphanumeric piece of information that you assign to an individual unit of an item. Procedure Page 196 . • Assign serial numbers. Upon completion of this lesson. One serial number is assigned per unit of an item. • Maintain serial number information. Serial number control is a system technique for enforcing the user of serial numbers during a material transaction. Setting Up Serial Number Control Before you can use serial number control you must set the item attributes and organization parameters. You use serial numbers to track individual item units. you will create an item and set predefined as the serial control option. You can use serial numbers to track items over which you want to maintain very tight control. • View serial number genealogy.

4 Click the Items: Master Items link. Vision Operations (USA) link. Page 197 . Click the vertical scrollbar. 3 Click the vertical scrollbar. .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating the Master Item page. . . 5 Use the Master Items page to create new items. 2 Click the Inventory. . .

1 Click the Copy From. Item". Enter "Serial Controlled .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Item field. 0 .. . or Press [Alt+T]. 9 Enter the desired information into the Description field. 1 . 7 Enter the desired information into the Item field. 1 Click the Tools menu. . Enter "6789101112". Page 198 . menu. .. 8 Click in the Description field.

1 Use the Copy From page to copy information from an existing item template. 3 . 4 .Training Guide Oracle EBS R12 Inventory Step Action or Press [C]. and 2 overlay the item information on the template to the new item definition. Step Action 1 Enter the desired information into the Template field. . Page 199 . Enter "Finished Good". 1 Click the Apply button. or Press [Alt+A].

or Press [Alt+D]. 7 . 5 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Done button. 6 . 1 When you select Predefined as the serial control type. you must predefine serial 8 numbers for the item. . Page 200 . Step Action 1 Click the Inventory tab. 1 Click the Generation list.

9 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Predefined list item. Page 201 .

2 .Training Guide Oracle EBS R12 Inventory Step Action 2 Click in the Starting Prefix field. 0 . 2 Click the Save button. 3 . Enter "0000". 2 Enter the desired information into the Starting Prefix field. 2 Enter the desired information into the Starting Number field. 1 . Page 202 . 2 Click in the Starting Number field. Enter "AA". 4 .

2 Click the Save button.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Org Assign button. . 0 End of Procedure. 6 . 2 Click the Vertical scrollbar. 2 Click the Assigned option. You can also view all serial numbers created in you current organization. 5 . Maintaining Serial Number Information You use the Serial Numbers page to update supplier information associated with you serial numbers. In this example. Procedure Page 203 . you will view the serial information for an item. 9 . 2 Click the Assigned option. 3 You have completed the Setting Up Serial Number Control procedure. 7 . In addition you can view the location and status information and update supplier information associated with your serialized units. 8 .

5 Use the Find Serials page to search for existing serial numbers.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating the Find Serials page. Click the Vertical scrollbar. 2 Click the Inventory link. . 4 Click the Serial Numbers link. . 3 Click the vertical scrollbar. . Page 204 . . .

Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Item field. . . 7 Enter the desired information into the Item field. or Press [Alt+i]. 9 Click the Find button. 8 Click in the Description field. Enter "WM579". . . Page 205 . . 1 You use the Serial Numbers page to view information about the serial number such as 0 where it resides.

. In this example. 1 You have completed the Maintaining Serial Number Information procedure. 1 The Serial Info tab contains the serial state. Page 206 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Serial Info tab. The inventory state can be: Defined but not used. Inventory. 3 End of Procedure. if you have the same serial prefix number across organizations. or Resides in Intransit. status receipt date. you will generate 1000 serial numbers. 1 . but reserves specific serial numbers for an item for later use. the concurrent program searches across organizations and generates serial numbers using the highest start numbers across the organizations. Resides in . ship state and 2 associated attributes. Issued out of Stores. When you run the serial number generation program. Generating Serial Numbers The process of generating serial numbers does not assign serial numbers to units inventory.

4 Click the Generate Serial Numbers link. 5 Use the System Items page to enter the item for which you want to generate serial .Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating the Generate Serial Numbers page. Click the vertical scrollbar. . . 3 Click the vertical scrollbar. . 2 Click the Inventory. . numbers. Page 207 . Vision Operations (USA) link.

.Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Item field. . . 1 Click in the Quantity field. 8 Click the OK button. Page 208 . or Press [Alt+O]. 9 Use the Parameters page to enter the serial quantity to generate. 7 Enter the desired information into the Item field. . 0 . Enter "6789101112".

Enter "1000". 1 . 1 Use the Generate Serial Numbers page to submit the concurrent request to generate 3 serial numbers. the system tracks all movements. 5 . or Press [Alt+N]. Once you assigning a serial number to an item. or Press [Alt+O]. . or Press [Alt+m].Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Quantity field. Assigning Serial Numbers You must assign serial numbers whenever you receive items under serial number control into inventory. 1 Click the No button. 1 Click the Submit button. Page 209 . 6 End of Procedure. 1 You have completed the Generating Serial Numbers procedure. In this example. 4 . 2 . . you will assign a range of serial numbers to an item. 1 Click the OK button. From that point on. the combination of the serial number and the item is an entity known as a serialized unit.

Click the vertical scrollbar. 5 Use the Find Expected Receipts page to search for expected receipts. 4 Click the Receipts link. . . . .Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the Find Expected Receipts page. 3 Click the vertical scrollbar. . 2 Click the Inventory link. Page 210 .

7 Enter the desired information into the Item Number field. . or Press [Alt+n]. Page 211 .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Item Number field. 8 Click the Find button. . . Enter "WM579".

. 1 Use the Receipts page to enter information about your receipt such as subinventory 0 and locator information. Page 212 . .Training Guide Oracle EBS R12 Inventory Step Action 9 Click the Close button.

5 . 1 . 1 Click the horizontal scrollbar. Page 213 . 1 Enter the desired information into the Subinventory field.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Select Line option. 4 . 3 . Enter "FGI". 2 . 1 Click in the Subinventory field. 1 Click in the Locator field.

8 . 1 Click the Lot . Step Action 1 Click in the Starting Serial Number field. 9 .Serial button. 7 . 6 . 1 Use the Serial Entry page to assign serial numbers to items upon receipt.2". Enter "1.Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Locator field.2. Page 214 .

Page 215 . 2 Click the Done button. 2 When you click in the End Serial Number field. Enter "100". . the end serial number appears 1 automatically. 3 . 0 . or Press [Alt+D]. 2 .Training Guide Oracle EBS R12 Inventory Step Action 2 Enter the desired information into the Starting Serial Number field. 2 Click in the Ending Serial Number field.

you will view the material transactions for an item. Procedure Page 216 . 2 You have completed the Assigning Serial Numbers procedure. 4 . 5 End of Procedure. Viewing Serial Number Genealogy Serial genealogy tracks the transaction and multilevel composition history of an serial-controlled item from receipt to customer sale.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. In this example. .

. 4 User the Find Serials page to search for existing serial numbers. 3 Click the Serial Numbers link. . Step Action 5 Click in the Item field. Enter "WM579". Page 217 . . 2 Click the vertical scrollbar. . 6 Enter the desired information into the Item field. . . Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Serial page.

or Press [Alt+i]. . . . 1 Use the Serial Numbers page to access the Genealogy page. You must select a serial 0 number for which to view the genealogy. 8 Click the Find button. Step Action 9 Click the vertical scrollbar. Page 218 .Training Guide Oracle EBS R12 Inventory Step Action 7 Click in the Description field. .

1 . or Press [Alt+i]. The Item Details alternative 3 region contains information about the item such as the time number and organization . and current serial material status. 1 Use the Genealogy page to view the serial genealogy. The Serial Details alternative region contains information about the particular serial number such as the serial state. Page 219 . 1 Click the View Genealogy button. 2 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Serial field. where the item resides.

. and transaction type.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Material Transactions tab. 6 End of Procedure. . 1 The Transaction Details alternative region displays item transaction information such 5 as the transaction date. Page 220 . 1 You have completed the Viewing Serial Number Genealogy procedure. subinventory. 4 .

or netted in production planning. and Serial Status Enabled on the Master Item window. You assign subinventory and locator statuses in the subinventory and locator windows. The lot or serial status remains the same through all inventory transactions including organizations transfers. or issue material for a work order. You can assign material statuses at four levels: subinventory. Setting Up Material Status Control A material status is a combination of transactions and planning actions that you choose to disallow in a particular circumstance. To assign a material status to a lot or serial. and serial. Procedure Page 221 . you will be able to setup material status control. Items should however be available to internal customers and should be able to be transacted through the supply chain. or use the Material Workbench or Mobile Status Update page to modify the material status. When you received the item. Using material status control enables you to control whether you can pick or ship an internal order or sales order. you can change the material status at receipt. locator. If necessary. You can also optionally assign a default lot or serial status to an item on the Master Item window. You can also specify whether material needs to be quarantined until you inspect it.Training Guide Oracle EBS R12 Inventory Material Status Control Material status control restricts the movement and usage of portions of on-hand inventory. The location status applies to the material in the location and not the location itself. Upon completion of this lesson. the system automatically assigns the default lot or serial status to the item. you will create a material status definition for an immature item. you can determine whether products with a particular status can be reserved. In addition. lot. included in available to promise calculations. you must first enable the item attributes Lot Status Enabled. You do not want to do not want to allow items in this status to be available to be shipped external customers. In this example.

whether at the serial. then the transaction type is always allowed. the transaction fails. you determined whether some transactions can be restricted by material status. If you do not enable status control for a transaction type. transactions. Click the vertical scrollbar. the transactions for which you enable status control in the Transactions Types page appear in the Material Status Definition page. You can also assign the planning attributes Allow Reservations. . . 3 Click the vertical scrollbar. . Disallowed transactions and planning actions are cumulative.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Material Status Definition page. Include in ATP and Nettable to the material statuses you create. 4 Click the Transactions: Material Status link. When you setup transaction types. lot locator. . If the system finds a status that disallows the transaction. Page 222 . 5 Use the Material Status Definition page to associate allowed and disallowed . 2 Click the Inventory link. or subinventory level.

. 9 Enter the desired information into the Description field. 7 Enter the desired information into the Name field. status not available for customer sale". . Page 223 . . 8 Click in the Description field. 1 When you select this check box the system includes all material in this status in all 0 available to promise calculations. .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Name field. Enter "Immature". Enter "Immature material .

1 Click the Nettable option. 7 . Page 224 . 3 . 0 . . 1 . 1 When you select Nettable. 1 Click the Locator option. the system includes material in this status in all nettable 2 calculations. the system uses the allows you assign this status at the 8 lot level. 1 When you select this check box. 5 . 1 Click the Subinventory option. 1 When you select this check box.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Include in ATP option. . the system uses the allows you assign this status at the 4 subinventory level. 9 . . . 1 Click the Lot (G) option. 2 Click the Perform miscellaneous issue of material list item. 2 When you click the >(A) button it moves the transaction from the Allowed 1 Transactions column to the Disallowed Transactions column. . the system uses the allows you assign this status at the 6 locator level. 1 When you select this check box.

5 . 2 Click the >(A) button. or Press [Alt+A]. 8 . or Press [Alt+A]. 6 . 2 Click the >(A) button. 4 . 2 . 2 Click the >(A) button. 2 Click the Ship Confirm external Sales Order list item. or Press [Alt+A]. 2 Click the Planning Transfer list item. 2 Click the Save button.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the >(A) button. 3 . 2 Click the Transfer to Regular list item. 7 . or Press [Alt+A]. 9 . Page 225 .

Page 226 .Training Guide Oracle EBS R12 Inventory Step Action 3 You have completed the Setting Up Material Status Control procedure. 0 End of Procedure. .

Training Guide Oracle EBS R12 Inventory Transaction Setup A transaction is an item movement into. dual unit of measure. Procedure Page 227 . • Define transaction reasons. Oracle Inventory supports a number of predefined and user-defined transaction types. location. or cost of an item. All transactions validate the various controls (revision. • Define consumption transaction rules. planning responsibility. locator. you will be able to: • Define and update transaction types. You must set certain controls and options before you can perform inventory transactions. A transaction changes the quantity. Every material movement has a corresponding set of accounting transactions that Oracle Inventory automatically generates. Upon completion of this lesson. within. or out of inventory. You can make your rules as generic or specific as you like. and serial number) you enable for your items. In this example. you will create a consumption transaction rule based on a subinventory transfer. Defining Consumption Transaction Rules You use the Consumption Setup page to designate which transaction to use when you consuming consigned or vendor-managed inventory. • Define account aliases. lot.

. 5 You use the Consumption Setup page to designate which transaction to use when you . Click the vertical scrollbar. 4 Click the Consigned/VMI Consumption link. consuming consigned or vendor-managed inventory. 2 Click the Inventory link. .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Consumption Set Up page. . . 3 Click the vertical scrollbar. Page 228 .

9 The Weight value enables you to set the processing order. Enter "2". 8 Enter the desired information into the Transaction Type field. 7 Click in the Transaction Type field. 1 . Transfer". transactions satisfy the transaction criteria. 0 . if three . . 1 Enter the desired information into the Weight field. Enter "Subinventory .Training Guide Oracle EBS R12 Inventory Step Action 6 Click the New button. Page 229 . . then the system processes the transaction with the highest weight. 1 Click in the Weight field. For example.

8 . 2 . 1 Enter the desired information into the From Subinventory field. 1 Click the Consume Consigned option. 1 Click in the From Subinventory field. 9 . 2 Enter the desired information into the To Subinventory field. Enter "M2". 3 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Organization field. . Page 230 . 2 Click in the To Subinventory field. 4 . 7 . 1 Click the horizontal scrollbar. 0 . Enter "Goodway-SAN 6 FRANCISCO". Enter "FGI". 1 Enter the desired information into the Organization field. 2 . 1 . 2 Click in the Item field. 1 Enter the desired information into the Owning Party field. 1 Click in the Owning Party field. 5 . Enter "FGI".

In this example. Defining Account Aliases An account alias is an easily recognized name or label that represents a general ledger account number. Enter "AS54888". 4 . . Procedure Page 231 . and reserve against an account alias. 2 Click the Save button. You can view report. 2 You have completed the Defining Consumption Transaction Rules procedure.Training Guide Oracle EBS R12 Inventory Step Action 2 Enter the desired information into the Item field. During a transaction. you will create a miscellaneous account alias. 5 End of Procedure. 3 . you cause the account alias instead of an account number to refer to the account.

. Page 232 . Click the vertical scrollbar. . 3 Click the vertical scrollbar. . must create an inventory account alias if you wish to use an alias for that GL account in inventory transactions.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Account Aliases page. You . 2 Click the Inventory link. 4 Click the Account Aliases link. 5 Use the Account Aliases page to create inventory account aliases GL accounts. .

. 1 This is the general ledger account to which you charge all transaction that use this 0 account alias. 9 Enter the desired information into the Description field.Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Name field. account". Page 233 . . 8 Click in the Description field. 7 Enter the desired information into the Name field. 1 Click in the Account field. You can change this account only if the account alias has not been . Enter "miscellaneous . . 1 . referenced. Enter "miscellaneous".

.Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the null field. 3 . 1 You have completed the Defining Account Aliases procedure. 1 Click the Save button. Oracle Inventory also uses transaction types to identify certain transaction to include in historical usage calculations for ABC analysis or forecasting. you will create transaction type for a goodwill donation. 2 . It is used to classify a particular transaction for reporting and querying purposes. Enter "01-110-6100-0000-000". In this example. Defining Transaction Types A transaction type is the combination of a transaction source type and a transaction action. Procedure Page 234 . 4 End of Procedure.

Page 235 . . 4 Use the Transaction Types page to define additional transaction types to customize .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating the Transaction Types page. 2 Click the Inventory link. . . transaction entry. A user-defined transaction type is a combination of a user-defined transaction source type and a predefined transaction action. 3 Click the Setup: Types link. Click the vertical scrollbar.

1 Enter the desired information into the Description field. 0 . 9 Click in the Description field. . 8 Enter the desired information into the Name field. Page 236 . 7 Click in the Name field. Enter "Issue to Charity". . . . . 6 Click the New button. Enter "Issue to Goodwill".Training Guide Oracle EBS R12 Inventory Step Action 5 Click the User tab.

1 Click the horizontal scrollbar. Enter "Charity". When you pick the material from the Page 237 . 1 Enter the desired information into the Source Type field. 1 . 1 Select the Status Control check box to enable material status control for this 6 transaction type. 1 Click the Save button. 1 Click the Status Control option. 1 You have completed the procedure Defining Transaction Types. . 9 End of Procedure. Consider this scenario: You have a pick slip that requires you to pick material from a locator.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Source Type field. 4 . 8 . There is not enough material in the locator for the pick. 1 Enter the desired information into the Action field. 3 . 5 . 1 Click in the Action field. . 7 . Defining Transaction Reasons A transaction reason is a standard means of classifying or explaining the reason for a transaction. Enter "Issue from stores". 2 .

it does not satisfy your requirement.Training Guide Oracle EBS R12 Inventory locator. Click the vertical scrollbar. . . 2 Click the Inventory link. 4 Click the Setup: Reasons link. Page 238 . You need a transaction reason to justify why you did not meet the requirement. In this example. 3 Click the vertical scrollbar. you will create a transaction reason. Procedure Step Action 1 Begin by navigating to the Transaction Reasons page. . .

Page 239 . Enter "Under". You can use transaction treason with any type of material transaction. . . reasons can be used in all desktop transaction pages and mobile pages. 8 Enter the desired information into the Name field. .Training Guide Oracle EBS R12 Inventory Step Action 5 Use the Transaction Reasons page to define transaction exceptions. Transaction . . Step Action 6 Click the New button. 7 Click in the Name field. 9 Click in the Description field.

Enter "Under pick due to 0 inventory shortage". 1 You have completed the Defining Transaction Reasons procedure. 1 . .Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Description field. Page 240 . . 1 Click the Save button. 2 End of Procedure.

you will be able to: • Transfer between subinventories. • Perform planning transfer transactions. Viewing Potential Shortages A material shortage occurs whenever unsatisfied demand exceeds available quantify for incoming supply. All transactions validate the various controls (revisions. In this example. • Transfer directly between organizations. • Perform miscellaneous transactions.Training Guide Oracle EBS R12 Inventory Transactions A transaction is an item movement into. and cost of an item. • View material transactions. planning responsibility. or out of inventory. Oracle Inventory supports a number of predefined and user-defined transaction types. Procedure Page 241 . and secondary unit of measure) you enable for items. within. you will view potential shortages. serial number. Every material movement has a corresponding set of accounting transaction that Oracle Inventory automatically generates. locator. A transaction changes the quantity. location. lot number. Upon completion of this lesson. • View and maintain movement statistics. • View potential shortages. • Transfer between organizations using intransit processes. • View pending transactions.

You can leave all search criteria blank and search for potential shortages across your entire organization. Click the vertical scrollbar. for which there is outstanding demand in the organization. . . can take a significant amount of time. 2 Click the Inventory link. This however. . 4 Click the View Potential Shortage link.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Potential Shortages page. You can search by jobs and schedules. . or both. 3 Click the vertical scrollbar. 5 You use the Find Potential Shortages page to search for potential shortages of items . Page 242 . You can also search by individual item. sales orders.

or Press [Alt+i]. Enter "CM66372". 9 The View Potential Shortages page displays a summary of the potential shortage. . It .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Item field. shows the Demand Type (job schedule or order) and Identifier ( job number or order number) as well as the quantity. . Page 243 . . 8 Click the Find button. 7 Enter the desired information into the Item field.

It shows 1 the available quantity as well as from which the demand originated.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Supply/Demand button. Page 244 . 1 The Supply/Demand Detail page depicts detailed information about the item. . or Press [Alt+S]. 0 .

Page 245 . 2 . 3 . 1 Click the Close Form menu. or Press [Alt+F]. or Press [C].Training Guide Oracle EBS R12 Inventory Step Action 1 Click the File menu.

or Press [Alt+D]. 4 . 1 The View Discrete Jobs page shows the details about the discrete job that is causing 5 the demand shortage.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Details button. . Page 246 .

edit. Page 247 . Viewing Pending Transactions Use the Pending Transactions page to view. 7 . or Press [C]. or Press [Alt+F]. 8 End of Procedure. . 1 Click the Close Form menu.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the File menu. and correct pending transactions before validation. 1 You have completed the Viewing Potential Shortages procedure. 6 .

4 Use the Find Pending Transactions page to search for pending transactions. . . Page 248 . 2 Click the Inventory link. Procedure Step Action 1 Begin by navigating to the Find Pending Transactions page. you will view a pending move order transaction. 3 Click the Pending Transactions link. . . Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory In this example.

Training Guide Oracle EBS R12 Inventory Step Action 5 Click in the Transaction Type field. 8 Use the Pending Transactions page to view all pending transactions. Enter "Move Order . Transfer". or Press [Alt+i]. the transaction source. . Use it to view . . and so on. information about the item. 7 Click the Find button. 6 Enter the desired information into the Transaction Type field. the transaction quantity. Page 249 .

1 Use the Transaction Lots page to view lot information for a pending lot transaction.Training Guide Oracle EBS R12 Inventory Step Action 9 Click the Lot / Serial button. Page 250 . . or Press [Alt+o]. 0 .

or Press [Alt+r]. You can search for transaction information by entering a combination of search criteria. you will search for all transaction performed on item AS18947 in the last six months. In this example. .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Serial button. 3 End of Procedure. 1 Use the Serial Numbers page to view serial information for a pending serial 2 transaction. 1 You have completed the Viewing Pending Transactions procedure. Viewing Material Transactions You can view detail associated with inventory transactions. Page 251 . . 1 .

criteria. 2 Click the Inventory link. . . Click the vertical scrollbar. 4 Use the Find Material Transactions page to enter your material transaction search . 3 Click the Material Transactions link. . Page 252 . You can choose to search on a variety of information.Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the Find Material Transactions page.

"28-SEP-2008 00:00:00". . 6 Click in the Item field. or Press [Alt+i]. Enter "AS18947". 9 The Location tab of the Material Transactions page depicts where the item currently . . Enter . 8 Click the Find button.Training Guide Oracle EBS R12 Inventory Step Action 5 Enter the desired information into the From Date: Transaction Dates field. consigned and VMI information. Page 253 . resides as well as item information. 7 Enter the desired information into the Item field. and transaction information. .

2 . 0 . 3 . Page 254 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the horizontal scrollbar. 1 Click the horizontal scrollbar. 1 Click the horizontal scrollbar. 1 Click the Intransit tab. 4 . 1 Click the horizontal scrollbar. 1 .

2 The Transaction ID tab displays the item and transaction information. and transaction . and transaction type information. 1 Click in the Item field. waybill. shipment number. 2 Click the horizontal scrollbar. and air number. 2 Click the horizontal scrollbar.Training Guide Oracle EBS R12 Inventory Step Action 1 The Intransit tab displays the item. 1 The Reason. 1 . supplier lot. 0 . 2 Click in the Item field. container quantity. Reference tab. Page 255 . 2 Click the horizontal scrollbar. costed indicator. type information. Reference tab displays the reason for the transaction if you entered one. 1 Click the Reason. 3 . 4 . source line ID. freight 5 code. . 5 . 9 . 8 error code. 6 . 2 . source code. 2 Click the Transaction ID tab. 7 . 1 Click the horizontal scrollbar.

5 . 3 Click the horizontal scrollbar. 3 Click the Transaction Type tab. 2 Click the horizontal scrollbar. 3 The Transaction Type tab displays the item. 2 Click the horizontal scrollbar. . 3 Click the horizontal scrollbar. 9 . transaction source type information. 4 . Page 256 . . 2 Click the horizontal scrollbar. and 3 transaction information.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the horizontal scrollbar. 3 Click the horizontal scrollbar. 3 Click the Consumption Advice tab. 3 The Consumption Advice tab displays the consigned and vendor-managed 6 information. 7 . 2 . 0 . 6 . 1 . 8 .

7 . . You use the Account tab to view the account information associated with transaction as well as the transaction value and transaction type. or Press [Alt+b]. 8 . Page 257 . 4 Use the Material Transaction Distributions page to view detailed information about 0 the transactions. 3 Click the horizontal scrollbar.Training Guide Oracle EBS R12 Inventory Step Action 3 Click in the Item field. 9 . 3 Click the Distributions button.

4 Click in the Subinventory field. 4 Click in the Transaction Date field. 4 The Type tab displays the transaction type information. 5 Click the Comments tab. 1 .Training Guide Oracle EBS R12 Inventory Step Action 4 Click in the Transaction Date field. 2 . 4 The Currency tab displays the currency information as well as the conversion rate if 9 applicable. 8 . 4 Click the Location tab. 1 . 7 . 4 The Location tab gives detailed transaction location information including operation 3 information if applicable. 4 . . 4 Click the Type tab. 5 . 5 Click in the Currency field. . Page 258 . 6 . 0 . 4 Click the Currency tab.

. There is no intermediary step when you perform a direct interorganization transfer.Training Guide Oracle EBS R12 Inventory Step Action 5 The Comments tab displays information such as the transaction reason and transaction 2 flow type if applicable. 5 You have completed the Viewing Material Transactions procedure. you will transfer an item directly to another organization. . 5 Click in the Reason field. 3 . Procedure Page 259 . Transferring Directly Between Organizations You use direct interorganization transfers to move inventory directly from a shipping organization to a destination organization. 4 End of Procedure. In this example.

3 Click the Inter-organization Transfer link. 2 Click the Inventory link. . You can only enter valid organizations that you defined on the Shipping Networks window. Click the vertical scrollbar. You use the Type field to choose which type of shipment. . . 4 You use the Inter-organization Transfer page to enter information about the . The shipment number uniquely identifies and item or group of items to transfer. You must also enter the shipment number for an intransit shipment. Page 260 . You use this page to enter both direct interorganization transfers and intransit shipments. organization to which you are shipping.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Inter-organization Transfer page.

Training Guide Oracle EBS R12 Inventory Step Action 5 Click in the To Org field. You enter the shipping subinventory and optionally the . Enter "Direct Org Transfer". . 8 Enter the desired information into the Type field. . . or Press [Alt+r]. . Enter "B2". 7 Click in the Type field. . 6 Enter the desired information into the To Org field. 1 You use the Direct Org Transfer page to enter information about items you transfer 0 between organizations. 9 Click the Transaction Lines button. Page 261 . destination subinventory.

1 Enter the desired information into the Item field. Enter "CM11222". 1 Click in the To Subinv field. 5 . 2 . 1 Click in the Subinventory field. 1 Enter the desired information into the Subinventory field. Enter "Stores". 1 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Item field. 3 . 4 . Page 262 .

8 . Enter "Consigned".Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the To Subinv field. Enter "15". 9 . 6 . 2 Click the Lot / Serial button. 1 Click in the Quantity field. 1 Click the horizontal scrollbar. . 2 You use the Lot Entry page to enter lot numbers when you transfer lots. 0 . Page 263 . or Press [Alt+r]. 1 Enter the desired information into the Quantity field. 7 . You can 1 choose to generate new lots or transfer existing lots.

2 Enter the desired information into the Quantity field. 3 . or Press [Alt+D].Training Guide Oracle EBS R12 Inventory Step Action 2 Click in the Lot Number field. 2 Click the Done button. 6 . Enter "15". 5 . Page 264 . 4 . 2 Click in the Quantity field. Enter "S00268". 2 Enter the desired information into the Lot Number field. 2 .

You can transfer ownership of consigned material to or from a supplier. Page 265 . 2 You have completed the Transferring Directly Between Organizations procedure. Transferring Consigned and VMI Material You use the Consigned Transactions page to transfer ownership of consigned inventory. .Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. In this example. you will transfer ownership from a supplier to regular stock. 8 End of Procedure. 7 .

3 Click the Consigned Transactions link.Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the Consigned Transactions page. 4 On the Consigned Transactions page you choose which Type of ownership transfer . Click the vertical scrollbar. . . you would like to perform. 2 Click the Inventory link. You can transfer ownership from a supplier (Transfer to Regular) or to a supplier (Transfer to Consigned). . Page 266 .

Enter "Transfer to Regular". Page 267 . . and owning party information. . enter the item. . You must also review the availability fields before you transfer the item. 6 Enter the desired information into the Type field. subinventory. 8 The Transfer to Regular page enables you to transfer material to general stock.Training Guide Oracle EBS R12 Inventory Step Action 5 Click in the Type field. The available quantity is the quantity on hand minus all reservations for the item. 7 Click the Transaction Lines button. or Press [Alt+r]. You .

1 Click in the Owning Party field. 1 Enter the desired information into the Subinventory field. 2 . 1 . 0 . Enter "CM66275".Training Guide Oracle EBS R12 Inventory Step Action 9 Click in the Item field. . 3 . Enter "RIP". Page 268 . 1 Click in the Subinventory field. 1 Enter the desired information into the Item field.

Procedure Page 269 . In this example. 5 .Bridgeville". 1 You have completed the Transferring Consigned and VMI Material procedure. 7 . 1 Click the Save button. . 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. 1 Click the horizontal scrollbar. Enter "15". 1 Enter the desired information into the Quantity field.Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Owning Party field. Enter "Pittsburgh 4 Electronics . 8 . 1 Click in the Quantity field. . 9 End of Procedure. you will transfer an item between two subinventories. 6 .

Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Subinventory Transfers page. 4 You use the Subinventory Transfer page to select the type of subinventory transfer to . Page 270 . 2 Click the Inventory link. Click the vertical scrollbar. 3 Click the Subinventory Transfer link. . When you transfer between subinventories. The available choices are subinventory transfer and backflush transfer. If an items has a restricted lists of subinventories. then you can transfer the item from and to subinventories on that list. perform. you can transfer from asset to expense subinventories as well as from tracked to non-tracked subinventories. . The system allows you to use user-defined transaction types when you perform a subinventory transfer. .

7 Click the Transaction Lines button. information. you can access the Serial Entry page from this page. If the item is under lot or serial control you can enter the lot control. Optionally. or Press [Alt+r]. you can enter a transaction reason on this page as well. or you can access the Lot Entry page from this page as well. Enter "Subinventory Transfer". 8 You use the Subinventory Transfer page to enter the from and to subinventory . you can enter the lot information directly on this page. . Page 271 . 6 Enter the desired information into the Type field. If the item is under serial control. .Training Guide Oracle EBS R12 Inventory Step Action 5 Click in the Type field. .

Enter "AS18947". . 0 . 3 . 1 . 1 Enter the desired information into the Item field.Training Guide Oracle EBS R12 Inventory Step Action 9 Click in the Item field. 1 Click in the Quantity field. 1 Click in the Subinventory field. Enter "FGI". 2 . 1 Enter the desired information into the Subinventory field. Page 272 .

6 . 5 . Enter "Stores". 4 . In this example you will transfer an item to another organization. Procedure Page 273 . 7 . Transferring Between Organizations Using Intransit Processes You use intransit shipments when the transportation times between organizations is significant. . 1 Enter the desired information into the To Subinv field.Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Quantity field. 1 You have completed the Transferring Between Subinventories procedure. Enter "15". 1 Click the Save button. 1 Click in the To Subinv field. 8 End of Procedure.

Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Inter-organization Transfer page. Click the vertical scrollbar. . 4 You use the Inter-organization Transfer page to enter information about the . 3 Click the Inter-organization Transfer link. 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. The shipment number uniquely identifies and item or group of items to transfer. You enter the shipment number for an intransit shipment. Page 274 . . 2 Click the Inventory link.

. . 8 Enter the desired information into the Type field. Page 275 . Enter "Intransit Shipment". 1 Enter the desired information into the Number field. . 0 . . 7 Click in the Type field. Enter "4567". Enter "Boston Manufacturing". 9 Click in the Number field.Training Guide Oracle EBS R12 Inventory Step Action 5 Click in the To Org field. . 6 Enter the desired information into the To Org field.

1 Enter the desired information into the Item field. Step Action 1 Click in the Item field. Enter "AS18947". You enter 2 the shipping subinventory. 3 . 1 . Page 276 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Transaction Lines button. 4 . 1 You use the Intransit Shipment page to enter information about the item. and optionally enter the destination subinventory if you . or Press [Alt+r]. know it at the time of shipment.

. you will perform a planning transfer transaction. Enter "Stores". In this example. Enter "100". 1 Click in the Quantity field. 2 Click the Save button. 1 . 8 . 2 Enter the desired information into the Quantity field. 1 Enter the desired information into the To Subinv field. 6 . 1 Click in the To Subinv field. quantities. Enter "FGI". 0 . 2 You have completed the Transferring Between Organization Using Intransit 2 Processes procedure. 7 . Page 277 . 5 . the supplier determines the items. 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. 1 Enter the desired information into the Subinventory field. End of Procedure.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Subinventory field.s and delivery schedules on your behalf based on information the supplier receives from your inventory and procurement systems. 9 .

Training Guide
Oracle EBS R12 Inventory

Procedure

Step

Action 1 Begin by navigating to the Planning Transfer page. . Click the vertical scrollbar. 2 Click the Inventory link. . 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.

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Step

Action 5 Click the Transaction Lines button. . or Press [Alt+r]. 6 You use the Planning Transfer page to information about the vendor-managed . inventory to issue or receive.

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Step

Action 7 Click in the Item field. . 8 Enter the desired information into the Item field. Enter "CM66273". . 9 This is the subinventory where the vendor managed inventory resides. . 1 Click in the Subinventory field. 0 . 1 Enter the desired information into the Subinventory field. Enter "ConsignVen". 1 . 1 This is the planning party from which you will take over the planning responsibility. 2 .

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Step Action 1 Click in the Planning Party field. 3 . 1 Enter the desired information into the Planning Party field. Enter "Pittsburgh 4 Electronics- BRIDGEVILLE". . 1 Click in the UOM field. 5 . 1 Enter the desired information into the UOM field. Enter "BG". 6 . 1 Click in the Quantity field. 7 . 1 Enter the desired information into the Quantity field. Enter "2". 8 . 1 Click the Save button. 9 . 2 You have completed the Performing Planning Transfer Transactions procedure. 0 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.

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Procedure

Step

Action 1 Begin by navigating to the Miscellaneous Transaction page. . Click the vertical scrollbar. 2 Click the Inventory link. . 3 Click the Miscellaneous Transaction link. . 4 You use the Miscellaneous Transaction page to enter transactions that you normally . do not process in day-to-day business. These could include a research and development group or an accounting department. You can also make manual adjustments to the general by receiving material from one account to inventory, and then issuing that material from inventory to another account.

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Step

Action 5 Click in the Type field. . 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 Click the Transaction Lines button. 0 . or Press [Alt+r].

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Step Action 1 Use the Miscellaneous receipt page to receive stock in to inventory. 1 .

Step

Action 1 Click in the Item field. 2 . 1 Enter the desired information into the Item field. Enter "AS54888". 3 . 1 Click in the subinventory field. 4 .

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Step Action 1 Enter the desired information into the subinventory field. Enter "Stores". 5 . 1 Click in the Quantity field. 6 . 1 Enter the desired information into the Quantity field. Enter "100". 7 . 1 Click the Save button. 8 . 1 You have completed the Performing Miscellaneous Transactions procedure. 9 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

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Step

Action 1 Begin by navigating to the Summarize Transactions page. . Click the vertical scrollbar. 2 Click the Inventory link. . 3 Click the Transaction Summaries link. . 4 Use the Summarize Transactions page to enter transaction search criteria. .

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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 Click in the Item field. . 9 Enter the desired information into the Item field. Enter "AS54888". . 1 Click the Summarize button. 0 . or Press [Alt+i].

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Training Guide Oracle EBS R12 Inventory Step Action 1 Use the Transaction Summaries page to view information about the transactions for 1 the period of time you entered on the Summarize Transactions page. 1 Use the Subinventory. 2 . net value. Locator tab to view subinventory and locator transaction 3 history. and net volume. Locator tab. 1 Click the Source Type tab. The . Step Action 1 Click the Subinventory. 4 . Page 288 . . Subinventory tab displays transaction subinventory information as well as the net quantity.

1 Use the Action tab to view the transaction action. 0 . 7 . 5 . 2 Click the Right button. 2 Use the Source / Transaction Type tab to view the transaction source and transaction 1 type information. . 6 . 8 . 9 . 1 Click the Transaction Type tab. 1 Use the Transaction Type tab to view the transaction type information. 2 Click the Source / Transaction Type tab. Page 289 . 2 . 1 Click the Action tab.Training Guide Oracle EBS R12 Inventory Step Action 1 Use the Source Type tab to view the transaction source type.

Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Cost Group menu. 4 . 2 Use the Cost Group tab to group cost group information. 3 . Page 290 .

5 . Page 291 . 7 End of Procedure. 2 Use the Subinventory. .Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Subinventory. . Cost Group tab. Cost Group tab to view subinventory and Cost Group 6 information. 2 You have completed the Viewing Transaction Summaries procedure.

account alias inventory allotment. • Create a reservation. • View attribute information. Procedure Page 292 . Therefore. • Perform a mass move. 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. you will be able to: • View on-hand quantities. In this example. on hand quantities and inbound material. • Perform a cost group transfer. • Perform a status update. user-defined source. the Bulk subinventory has 1000 items that reside in it. Availability = on-hand quantity – reservations = pending transactions. Upon completion of this lesson. process batch components. A reservation is a link between a supply source and a demand source. For example. Item reservations prevent the allocation of material you previously set aside for a sales order account. the on-hand quantity for the Bulk subinventory is 1000. • Update a grade. • View status information. you will view the material that resides in receiving for your organization. or maintenance and repair overhaul work order components. • View item supply and demand information.Training Guide Oracle EBS R12 Inventory On Hand and Availability On-hand quantity is the physical quantity that resides in your subinventory. Viewing On-Hand Quantities You use the Material Workbench page to view material in receiving.

Inbound material is en route to the warehouse. . You can search for three types of material. receiving and inbound.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Query Material page. or material across organizations. . 2 Click the Inventory link. . 5 Use the Query Material page to look for your material. 3 Click the vertical scrollbar. Page 293 . Click the vertical scrollbar. On-hand material resides in a storage location. 4 Click the On-hand Quantity link. you can view material within . Receiving material resides in a receiving subinventory and cannot be counted as on-hand quantity. on hand. . your organization.

Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Query field. 9 Click the Find button. 7 Click the On-hand option. You determine the information that appears on the View By pane . When you View by receiving. . or Press [Alt+n]. . . the View By pane and the 0 Quantity pane. 1 The Material Workbench page contains two panes. when you select a view option on the Find Query page. 8 Click the Receiving option. .you can only view by Location. The material location option that you select dictates which viewing option the information the Material Workbench page displays. Page 294 .

3 . you can see material in receiving sub inventories within the organization. each material location type differs. then the Quantity pane. For example. Step Action 1 Click an entry in the Organizations tree control. 2 . if you select.Training Guide Oracle EBS R12 Inventory Step Action 1 The material workbench tree shows the different types of inventory. the top-level Organizations node. 1 Click an entry in the M1 tree control. then the quantity pane summarizes the information for each organization. displays information for the subinventories of the organization. Page 295 . It lists each type 1 of material location as a different node under an organization. As you navigate through the tree structure. The quantity pane summarizes the material information at the next lower level from the current tree node. the information in the quantity pane changes. the information under . If you select a particular organization. When you view material in a receiving location.

7 . 0 . 2 Click the horizontal scrollbar. 1 Click the horizontal scrollbar. 2 Click the horizontal scrollbar. 4 . 1 Click the horizontal scrollbar. 2 . 6 . 8 . 1 Click the horizontal scrollbar. 4 . 1 Click the horizontal scrollbar. 5 . 2 Click the horizontal scrollbar.Training Guide Oracle EBS R12 Inventory Step Action 1 Click an entry in the Receiving tree control. 2 Click the horizontal scrollbar. 1 . Page 296 . 1 Click the horizontal scrollbar. 9 . 3 . 2 Click the horizontal scrollbar.

. In this example. 2 You have completed the Viewing On-hand Quantities procedure. you will view projected supply and demand information. 5 . Procedure Page 297 . 6 End of Procedure.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the horizontal scrollbar. 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.

. . You can view the supply and demand information for all subinventories. 2 Click the Inventory link. Page 298 . .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Supply Demand Item page. 5 Use the Supply Demand Item page to enter the item for which to review the supply . . or Net subinventories. 3 Click the vertical scrollbar. and demand history. Click the vertical scrollbar. 4 Click the Item Supply/Demand link. ATP subinventories.

sales order. 9 Use the Supply Demand Detail page to view the supply and demand information for . Page 299 . and WIP discrete job. .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Item field. the item. Enter "AS18947". You can see the supply or demand source type such as purchase order. or Press [Alt+i]. You can also see the identifier for the supply source or demand source such as the purchase order number or work in process discrete job number. . 8 Click the Find button. 7 Enter the desired information into the Item field. . you can see the quantity information for the item number. In addition.

In this example. 0 . you will view item availability. . Procedure Page 300 . Viewing Item Availability You use the Material Workbench page to view item availability. 1 End of Procedure.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Date field. 1 You have completed the Viewing Item Supply and Demand Information procedure.

. . Page 301 .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Material Workbench page. 3 Click the vertical scrollbar. information that you view on the Material Workbench page. . Click the vertical scrollbar. 2 Click the Inventory link. Step Action 6 Click in the Item / Revision field. . 4 Click the On-hand Quantity link. 5 Use the Query Material page to enter the search criteria which determines the . .

Step Action 1 Click the Availability button.Training Guide Oracle EBS R12 Inventory Step Action 7 Enter the desired information into the Item / Revision field. Page 302 . organization. 9 Use the Material Workbench page to view where material is located in your . . or Press [Alt+n]. 8 Click the Find button. or Press [Alt+i]. Enter "AS18947". 0 . .

In this example. Viewing Attribute Information You can use the Material Workbench page to view the attributes of a particular lot or serial. These numbers . you will view the lot attributes. 1 You have completed the Viewing Item Availability procedure.Training Guide Oracle EBS R12 Inventory Step Action 1 Use the Availability page to view the item availability. Page 303 . You can view the total 1 quantity. may differ based on existing reservations and material status control. Step Action 1 Click in the Material Location field. 2 . . the number you can reserve. and the number you can transact. 3 End of Procedure.

. 4 Use the Query Material page to enter search criteria that determines what appears on .Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the Query Material page. Click the vertical scrollbar. . . Page 304 . 3 Click the On-hand Quantity link. 2 Click the vertical scrollbar. the Material Workbench page.

Training Guide Oracle EBS R12 Inventory Step Action 5 Click the View By list. . Page 305 .

Training Guide Oracle EBS R12 Inventory Step Action 6 Click the Lot list item. Page 306 . .

or Press [Alt+n].Training Guide Oracle EBS R12 Inventory Step Action 7 Click in the Item / Revision field. 8 Enter the desired information into the Item / Revision field. Page 307 . 1 The Material Workbench page provides you with information about the material in 0 your organization. 9 Click the Find button. . . Enter "CM11222". . .

3 . Page 308 . 2 . 1 Click the Attributes button. 1 Click an entry in the M1 tree control. 1 Click the S00286 tree item. 1 . . 1 The Attributes page displays lot flexfield attribute information as well as lot 5 categories. or Press [Alt+A].Training Guide Oracle EBS R12 Inventory Step Action 1 Click an entry in the Organizations tree control. 4 .

Page 309 . Updating a Grade You can use the Material Workbench page to update the grade of a lot and grade controlled item. 7 End of Procedure. In this example.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Attribute field. 6 . 1 You have completed the Viewing Attribute Information procedure. . you will update a grade.

. . 4 Click the On-hand Quantity link.Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the Query Material page. . 5 Use the Query Material page to enter search criteria that determines what appears on . 3 Click the vertical scrollbar. Page 310 . . 2 Click the Inventory link. the Material Workbench page. Click the vertical scrollbar.

. 7 To update the grade of a lot. .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Query field. . 8 Click the View By list. you must View By grade. Page 311 .

Training Guide Oracle EBS R12 Inventory Step Action 9 Click the Grade list item. Page 312 . .

you can see all of the items in your organization under lot and . 3 . 1 The Material Workbench page enables you to view items in your organization. 1 Click the Find button. 2 . 1 . 1 Enter the desired information into the Item / Revision field. or Press [Alt+n]. 1 Click in the Description field. When 4 you view by grade. Enter "Strawberries". 0 . grade control. Page 313 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Item / Revision field.

Page 314 . 1 Click an entry in the Strawberries tree control. 8 . 1 Click the S00287 tree item. 1 Click an entry in the M1 tree control.Training Guide Oracle EBS R12 Inventory Step Action 1 Click an entry in the Grade tree control. 1 Click an entry in the B tree control. 9 . 6 . 5 . 7 .

it changes . 2 Click the Grade Update menu. or Press [G]. or Press [Alt+T]. the grade for the entire lot. 1 . Page 315 . You enter 2 the new grade and the reason for the change. 0 .Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Tools menu. When you change the grade. 2 The Grade Update Details page enables you to update the grade of a lot.

Training Guide Oracle EBS R12 Inventory Step Action 2 Click in the To Grade field. 2 Enter the desired information into the Reason field. 3 . 2 Click the OK button. In this example. or Press [Alt+U]. 2 You have completed the Updating a Grade procedure. . Performing a Status Update Use the Status Update Details page to update material status details. you will update a status. Procedure Page 316 . 4 . Enter "Inspected". 2 Enter the desired information into the To Grade field. Enter "A". 7 . 8 End of Procedure. 6 . 2 Click the Update button. or Press [Alt+O]. 5 .

Page 317 . 2 Click the Inventory link. . 4 Click the On-hand Quantity link. . 3 Click the vertical scrollbar. the Material Workbench page.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Query Material page. . Click the vertical scrollbar. 5 Use the Query Material page to enter search criteria that determines what appears on . .

. your organization. Page 318 .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Query field. 7 The Material Workbench page provides you with information about the material in .

1 Click the Defective tree item. 1 Click the Tools menu. Page 319 . . 0 . 1 . or Press [Alt+T]. 2 .Training Guide Oracle EBS R12 Inventory Step Action 8 Click an entry in the Organization tree control. 9 Click an entry in the M1 tree control. . 1 Click an entry in the On-hand tree control.

locator. Page 320 . the item. then the transactions that apply to this material status will apply to this . 1 This is the material status that you want to apply to the subinventory. then you cannot update the lot or serial status. or Press [S]. 1 Use the Status Update Details page to change the material status control for the 4 subinventory. If the subinventory is not under locator control. lot. Step Action 1 Click in the Status field. If you do not enable lot control or serial control for .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Status Update menu. 6 . 3 . or serial. subinventory. then you cannot update the locator status. When you apply 5 the change.

2 Enter the desired information into the Reason field. 2 You have now completed the Performing a Status Update procedure. 3 End of Procedure. or Press [Alt+U]. Enter "Inspected". . 1 . 1 Click in the Reason field. Page 321 .Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Status field. 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. Enter "Quarantine". 2 . 0 . 9 . or Press [Alt+O]. 2 Click the OK button. 2 Click the Update button. In this example. 1 This is the transaction reason associated with why you want to apply the material status 8 change. you will move an item. 7 . .

Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the Query Material page. 3 Click the vertical scrollbar. . 4 Click the On-hand Quantity link. 2 Click the Inventory link. Page 322 . Click the vertical scrollbar. . 5 Use the Query Material page to enter search criteria that determines what appears on . the Material Workbench page. . .

. Page 323 .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Item / Revision field. . your organization. 7 Click the Find button. or Press [Alt+n]. 8 The Material Workbench page provides you with information about the material in .

Page 324 . 0 . 3 .Training Guide Oracle EBS R12 Inventory Step Action 9 Point to the Organizations object. 1 Click an entry in the FGI tree control. . 1 Click an entry in the M1 tree control. 1 . 2 . 1 Click an entry in the On-hand tree control. 1 Click an entry in the Organizations tree control.

1 Click the Mass Move menu. 5 . 7 . 1 Click the Tools menu. or Press [Alt+T]. 4 . Page 325 . or Press [o].Training Guide Oracle EBS R12 Inventory Step Action 1 Click the AS18947 tree item. 6 . 1 Use the Destination Details page to enter the destination subinventory information.

Training Guide
Oracle EBS R12 Inventory
Step Action 1 Click in the Subinventory field. 8 . 1 Enter the desired information into the Subinventory field. Enter "Stores". 9 . 2 Click the OK button. 0 . or Press [Alt+O]. 2 Click the OK button. 1 . or Press [Alt+O]. 2 Use the Move Orders page to approve the mass move. A move order is a formal 2 request for the movement of material within a single organization. .

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Step

Action 2 Click in the Number field. 3 . 2 Click the horizontal scrollbar. 4 . 2 Click the Approve button. 5 . or Press [Alt+A]. 2 You have completed the Performing a Mass Move procedure. 6 End of Procedure. .

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Performing a Mass Issue
You can use the Material Workbench page to generate a move order to mass issue the entire quantity of an item out of a subinventory. In this example, you will mass issue an item out of inventory.

Procedure

Step

Action 1 Begin by navigating to the Query Material page. . Click the vertical scrollbar. 2 Click the Inventory link. . 3 Click the vertical scrollbar. .

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Step Action 4 Click the On-hand Quantity link. . 5 Use the Query Material page to enter search criteria that determines what appears on . the Material Workbench page.

Step

Action 6 Click the Find button. . or Press [Alt+n].

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Step

Action 7 Click the Tools menu. . 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.

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Step

Action 1 Click in the Account field. 0 . 1 Enter the desired information into the Account field. Enter "01-580-7740-0000-000". 1 . 1 Click the OK button. 2 . or Press [Alt+O]. 1 Click the OK button. 3 . or Press [Alt+O].

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Step Action 1 Use the Move Orders page to approve the requisition the mass issue created. Notice 4 that the primary quantity appears automatically. .

Step

Action 1 Click the Approve button. 5 . or Press [Alt+A]. 1 You have completed the Performing a Mass Issue procedure. 6 End of Procedure. .

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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. . Click the vertical scrollbar. 2 Click the Inventory link. . 3 Click the vertical scrollbar. .

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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 Click the New button. . 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.

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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 Click in the Line field. 0 . 1 Enter the desired information into the Demand Line field. Enter "1.1". 1 . 1 When you click in the Organization field, the sales order information appears 2 automatically. . 1 Click in the Organization field. 3 .

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lot. 1 You can create reservations for different supply types such as on-hand inventory. Enter "30". 2 Enter the desired information into the Name field.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Quantity field. 0 . you will view the material status for a subinventory. 9 . and locator. high-level reservations and low level reservations. internal requisitions. High level reservations contain information about the item and the organization. 7 purchase orders. 1 Click in the Name field. 1 Enter the desired information into the Reservation Quantity field. 5 . . 2 End of Procedure. Low level reservations contain more detailed information about the item such as the revision. then there are two types of reservations. 1 Click the Supply tab. 6 . Viewing Status Information You can use the Material Workbench page to view material status information. 1 You can create a unique name to identify the reservation 8 . 2 Click the Save button. against on-hand inventory. In this example. If you create reservations . 2 You have completed the Creating Reservations procedure. Page 336 . serial. subinventory. Enter "Sales Order 64608". and other sources. 4 . 1 .

5 Use the Query Material page to enter the search criteria which determines the . 3 Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the Query Material page. 2 Click the Inventory link. . . information that appears on the Material Workbench page. . Click the vertical scrollbar. Page 337 . . 4 Click the On-hand Quantity link.

organization. 7 Use the Material Workbench page to view information about material in your .Training Guide Oracle EBS R12 Inventory Step Action 6 Click the Find button. or Press [Alt+n]. Page 338 . .

1 Click the Status button. 1 Click the FGI tree item. 9 Click an entry in the M1 tree control. . Page 339 . or Press [Alt+S]. 0 .Training Guide Oracle EBS R12 Inventory Step Action 8 Click an entry in the Organization tree control. 1 Click an entry in the On-hand tree control. 2 . 1 . .

You can view the effective status only for on-hand quantity. . 5 End of Procedure.Training Guide Oracle EBS R12 Inventory Step Action 1 Use the Effective Status page to view the material status for the subinventory. 1 You have completed the Viewing Status Information procedure. Page 340 . or serial. . 4 . locator. 3 lot. Step Action 1 Click in the Subinventory Status field.

Procedure Page 341 . You can generate move orders either manually or automatically depending on the source type you use. In this example. • Generate move order requisitions.Training Guide Oracle EBS R12 Inventory Move Orders Move Orders are formal requests for the movement of material within an organization. • Allocate and transact move orders. • Set up move orders. They allow planners and facility managers to request the movement of material within a warehouse or facility for purpose like replenishment. material shortage relocations. Upon completion of this lesson. you will be able to: • Define pick slip-grouping rules. you will create a pick slip grouping rule based on order number and customer. Defining Pick Slip Grouping Rules You can create pick slip grouping rules to organize how picking lines for released sales orders and manufacturing tasks are grouped on pick slips. and quality handling. • Generate replenishment move orders.

. Page 342 .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Pick Slip Grouping Rules page. 2 Click the Inventory link. 4 Click the Setup: Pick Slip Grouping link. Click the vertical scrollbar. 3 Click the vertical scrollbar. . . for released sales orders and manufacturing tasks are grouped on a pick slip. 5 Use the Pick Slip Grouping Rules page to create rules to organize how picking lines . .

2 . you must allocate the move order lines and then transact the move order to complete the transfer of items to the destination sunbonnet. the same pick slip number. 1 You have completed the Defining Pick Slip Grouping Rules procedure.Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Rule Name field. 1 Click the Save button. 1 . . 7 Enter the desired information into the Rule Name field. . Procedure Page 343 . orders for this customer are assigned to the same pick 0 slip number. all items with the same order number are assigned to . 3 End of Procedure. . 1 Click the Customer option. Enter "Order Pick". Allocating and Transacting Move Orders After a move order has been approved. you will allocate and transact a move order. 8 When you select this check box. 9 Click the Order Number option. . In this example. . 1 When you select this check box.

4 Click the Transact Move Orders link. 5 Use the Move Order Lines page to find the move orders you need to transact.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Move Order Lines page. . . . 2 Click the Inventory link. . Page 344 . . Click the vertical scrollbar. 3 Click the vertical scrollbar.

Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Low Order Number field. to view move order information. or Press [Alt+i]. Enter "1242". 7 Enter the desired information into the Low Order Number field. . . Page 345 . . 9 Use the Transact Move Orders page to allocate and transact entire move orders and . 8 Click the Find button.

1 Click the View/Update Allocations button. 1 Use the Transact Move Order Line Allocations page to view information about 2 individual lines on your move orders. 1 . and the allocated quantity. or Press [Alt+U]. You can also transact the move order line from this page. information. 0 . Page 346 . the requested quantity.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Select option. You can view the item and subinventory .

1 The Select Available Inventory page displays available inventory that meets the 4 demand the move order requires.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Select Available Inventory button. . Page 347 . 3 . or Click the Select Available Inventory button.

Page 348 . or Press [Alt+n]. Enter "1". 6 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Selected Transaction Qty field. 7 . 1 Enter the desired information into the Selected Transaction Qty field. 1 Click the Done button. 5 .

or Press [Alt+n].Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Transact button. Page 349 . 8 .

2 You have completed the Allocating and Transacting Move Orders procedure. Generating Move Order Requisitions Use the Move Orders page to manually create new move orders. 9 . 0 End of Procedure. or Press [Alt+O]. Procedure Page 350 . . you will generate a move order requisition.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the OK button. In this example.

Training Guide
Oracle EBS R12 Inventory

Step

Action 1 Begin by navigating to the Move Orders page. . Click the vertical scrollbar. 2 Click the Inventory link. . 3 Click the vertical scrollbar. . 4 Use the Move Orders page to manually generate move order requisitions. .

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Step

Action 5 Click in the Number field. . 6 Enter the desired information into the Number field. Enter "1234". . 7 Click in the Description field. . 8 Enter the desired information into the Description field. Enter "Transfer to Staging". . 9 Click in the Transaction Type field. . 1 Enter the desired information into the Transaction Type field. Enter "Move Order 0 Transfer". .

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Step Action 1 Click in the Source Subinv field. 1 . 1 Enter the desired information into the Source Subinv field. Enter "FGI". 2 . 1 Click in the Destination Subinv field. 3 . 1 Enter the desired information into the Destination Subinv field. Enter "Staging1". 4 . 1 Click in the Item field. 5 . 1 Enter the desired information into the Item field. Enter "AS10000". 6 . 1 If you entered a Transaction Type, a Source Subinventory, or a Destination 7 Subinventory in the Default alternative region, this information appears automatically . when you click in the Transaction Type field. 1 Click in the Transaction Type field. 8 . 1 Click the On Hand button. 9 . or Press [Alt+O].

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Step

Action 2 Click the Availability button. 0 . or Press [Alt+i]. 2 Use the Availability page to verify that you have enough material in your subinventory 1 to generate your move order requisition. .

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Step

Action 2 Click the menu. 2 . or Press [Alt+-].

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Oracle EBS R12 Inventory

Step

Action 2 Click the Close menu. 3 . or Press [C].

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Oracle EBS R12 Inventory

Step

Action 2 Click the menu. 4 . or Press [Alt+-].

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Step

Action 2 Click the Close menu. 5 . or Press [C].

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Step

Action 2 Click the horizontal scrollbar. 6 . 2 Click in the Primary Quantity field. 7 . 2 Enter the desired information into the Primary Quantity field. Enter "15". 8 . 2 Click the Source tab. 9 . 3 Use the Source tab to enter the source subinventory information if you did not enter it 0 in the Default alternative region. You can also enter the lot, and locator information if . desired.

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Step Action 3 Click the Destination tab. 1 . 3 Use the Destination tab to enter the destination subinventory information if you did 2 not enter it in the Default alternative region. . 3 Click the Approve button. 3 . or Press [Alt+A]. 3 You have completed the Generating Move Order Requisitions procedure. 4 End of Procedure. .

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In this example. • Define a forecast rule. • Enter and process replenishment counts. • Replenish kanban cards. • Enter and reload item safety stocks. • Print kanban cards. You can however. trigger kanban replenishment manually. • Purge replenishment counts. • Define kanban pull sequences. you can replenish it systematically. • Generate a forecast. Replenishing Kanban Cards When a kanban card is empty. you will manually trigger kanban replenishment.Training Guide Oracle EBS R12 Inventory Planning and Replenishment Planning and Replenishment involves answering two questions: When should you place a new order. Procedure Page 361 . This will change the card status to empty and trigger the necessary transactions to refill the kanban. • Define kanban cards. • Generate kanban cards. and how much should your order? Upon completion of this lesson. you will be able to do: • Summarize demand detail.

Click the vertical scrollbar. . 3 Click the vertical scrollbar. . 2 Click the Inventory link. .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Kanban Cards page. Page 362 . 4 Click the Kanban: Kanban Cards link. . 5 Use the Find Kanban Cards page to search for existing kanban cards. .

. 7 Enter the desired information into the Item field. .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Item field. Enter "AS18947". 9 Use the Kanban Cards Summary page to define and replenish kanban cards. . Page 363 . . 8 Click the Find button. or Press [Alt+i].

Purging Replenishment Counts Use the Purge Replenishment Counts page to purge old replenishment counts. or Press [Alt+R]. 0 . . 1 You have completed the Replenishing Kanban Cards procedure. Procedure Page 364 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Replenish button. 1 End of Procedure. you will purge a replenishment count. In this example.

4 Click the Replenishment Counts: Purge link. the count name. . automatically appears. the Parameters page . Click the vertical scrollbar. 5 When you navigate to the Purge Replenishment Counts page. . 2 Click the Inventory link. 3 Click the vertical scrollbar. . and to indicate if you would like to purge a replenishment that did not process due to error. Page 365 . Use the Parameters page to enter the processing mode. .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Purge Replenishment Counts page.

1 Click in the Delete Errored Counts REQUIRED field.Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Processing Mode REQUIRED field. "replen_fin". . 8 Click in the Count Name REQUIRED field. Page 366 . . 1 Enter "Yes". 9 Enter the desired information into the Count Name REQUIRED field. 1 Enter the desired information into the Delete Errored Counts REQUIRED field. . Enter . "Concurrent processing". Enter . 7 Enter the desired information into the Processing Mode REQUIRED field. 0 .

1 You have completed the Purging Replenishment Counts procedure. 4 . 1 Click the Submit button. 5 . you will print kanban cards. In this example. 6 End of Procedure. Printing Kanban Cards Use the Print Kanban Cards page to batch print kanban cards with the card status Active and Hold. 1 Use the Purge Replenishment Counts page to submit the concurrent request. 3 . 2 . Procedure Page 367 . or Press [Alt+O]. . or Press [Alt+m].Training Guide Oracle EBS R12 Inventory Step Action 1 Click the OK button. or Press [Alt+Y]. 1 Click the Yes button.

Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Print Kanban Cards page. . . 4 Click the Kanban: Print Kanban Cards link. 3 Click the vertical scrollbar. 5 Use the Parameters page to restrict the parameters for which you want to print kanban . 2 Click the Inventory link. Page 368 . . cards. Click the vertical scrollbar. .

. 9 Enter the desired information into the Source Type field. 1 .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Subinventory field. Enter "Supplier". . . 0 . 1 Click the OK button. 8 Click in the Source Type field. . or Press [Alt+O]. 1 Point to the OK object. Page 369 . Enter "FGI". 7 Enter the desired information into the Subinventory field.

1 Click the Submit button. you will generate kanban cards. 2 . 1 Click the No button. 4 .Training Guide Oracle EBS R12 Inventory Step Action 1 Use the Print Kanban Cards page to submit your request to print kanban cards. Procedure Page 370 . 3 . Generating Kanban Cards Use the Generate Kanban Cards page to generate kanban cards. or Press [Alt+N]. . 1 You have completed the Printing Kanban Cards procedure. In this example. 5 End of Procedure. or Press [Alt+m].

. . 4 Click the Kanban: Generate Kanban Cards link. . . 2 Click the Inventory link. automatically appears. Click the vertical scrollbar. the System Items page. Page 371 . . This enables you enter the item for which you want to generate kanban cards. 3 Click the vertical scrollbar. 5 When you navigate to the Generate Kanban Cards page.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Generate Kanban Cards page.

1 Click in the Subinventory field. 7 Enter the desired information into the Item: Low field. . 0 .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Item: Low field. criteria. 9 Use the Parameters page to restrict kanban card generation to a certain selection of . Enter "FGI". 1 Enter the desired information into the Subinventory field. Enter "AS54888". . 1 . . 8 Click the OK button. or Press [Alt+O]. Page 372 .

you will set the safety stock quantity for item AS54888 for 500. Enter "Intra Org". 1 Click the No button. 1 You have completed the Generating Kanban Cards procedure. 3 . 1 Click the Submit button. the item is planned as if the safety stock quantity for the period is the zero inventory balance of the item. or Press [Alt+N]. 6 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Source Type field. 7 End of Procedure. This ensures that the safety stock quantity remains in inventory to cover any fluctuations in demand. 4 . 1 Click the OK button. In other words. or Press [Alt+m]. Entering and Reloading Item Safety Stocks Use the Enter Item Safety Stock page to enter the floor or base level of inventory from which Oracle Inventory performs all planning. . 1 Enter the desired information into the Source Type field. or Press [Alt+O]. 2 . In this example. 5 . Page 373 .

5 Use the Find Item Safety Stocks page to search for existing safety stock information. . . .Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the Find Item Safety Stocks page. . 3 Click the vertical scrollbar. Click the vertical scrollbar. 4 Click the Planning: Safety Stocks link. or to enter new safety stock information. 2 Click the Inventory link. Page 374 . .

Page 375 . . 7 Use the enter Item Safety Stocks page to enter safety stock. . or Press [Alt+N].Training Guide Oracle EBS R12 Inventory Step Action 6 Click the New button.

1 Click in the Effective Date field. Enter "AS54888". 0 . Page 376 . 1 Enter the desired information into the Effective Date field. 1 Click in the Quantity field.Training Guide Oracle EBS R12 Inventory Step Action 8 Click in the Item field. . 2 . Enter "03-APR-2008". 9 Enter the desired information into the Item field. 3 . 1 Enter the desired information into the Quantity field. 1 . Enter "500". .

. 4 . In this example. Entering and Processing Replenishment Counts You can enter counts to replenish subinventories.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. you will run a replenishment count. 5 End of Procedure. You can specify how the subinventories are replenished by determining how requisitions are generated. Procedure Page 377 . 1 You have completed the Entering and Reloading Item Safety Stocks procedure.

3 Click the vertical scrollbar. . Page 378 .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Replenishment Count Headers page. . . . . counts. Click the vertical scrollbar. Step Action 6 Click the New button. 5 Use the Find Replenishment Count Headers page to create new replenishment . 4 Click the Counts link. 2 Click the Inventory link.

1 Click in the Subinventory field. Step Action 8 Click in the Name field. Page 379 . to replenish inventory. You enter the name of the replenishment. 9 Enter the desired information into the Name field. . 0 . 7 Use the Replenishment Count Headers page to generate requisitions or move orders . Enter "Finreplen".Training Guide Oracle EBS R12 Inventory Step Action or Press [Alt+N]. and the subinventory to be replenished. The souring information is pulled from information you previously specified. .

3 . 1 Click the Lines button. . 1 . Enter "Fingood".Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Subinventory field. 4 . . 1 You must click in to another field for the Default Items and Default Lines buttons to 2 be enabled. Page 380 . 1 Click in the Default Deliver To field. 1 Use the Replenishment Count Lines page to enter item and quantity information for 5 your replenishment count. or Press [Alt+i].

Enter "AS54888". 2 Click the button. 7 . 1 Enter the desired information into the Item field. Page 381 . 8 . 6 . 0 . 9 . Enter "75". 1 Click in the Quantity field. 1 Enter the desired information into the Quantity field.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Item field.

2 You have now completed the Entering and Processing Replenishment Counts 3 procedure.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Process and Report button. you will define a kanban pull sequence. or Press [Alt+c]. . In this example. 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. or Press [Alt+O]. End of Procedure. 1 . Procedure Page 382 . 2 . 2 Click the OK button.

Click the vertical scrollbar. . . 3 Click the vertical scrollbar. Page 383 . 4 Click the Kanban: Pull Sequences link. 2 Click the Inventory link. 5 Use the Find Pull Sequence page to search for existing pull sequences or to create .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Pull Sequence Summary page. . . new pull sequences.

or Press [Alt+N]. .Training Guide Oracle EBS R12 Inventory Step Action 6 Click the New button. . 7 Use the Pull Sequence Summary page to define a kanban pull sequence. Page 384 .

. 1 The Source Type is the source of the material from you replenish. . 0 . Enter "AS54888". Page 385 . 1 Click the Source Type list. 9 Enter the desired information into the Item field.Training Guide Oracle EBS R12 Inventory Step Action 8 Click in the Item field. 1 .

Page 386 . 1 This is the Subinventory to replenish. 3 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Intra Org list item. 2 .

1 Click the horizontal scrollbar. 8 . 1 Enter the desired information into the Source Subinventory field. 5 . 7 . 6 . 4 . Enter "Stores".Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Subinventory field. Page 387 . Enter "FGI". 1 Click in the Source Subinventory field. 1 Enter the desired information into the Subinventory field.

Defining Kanban Cards Procedure Page 388 . 0 . 1 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Kanban tab. 9 . 2 Click the Save button. 2 Click in the Number of Cards field. 2 You have completed the Defining Kanban Pull Sequences procedure. 2 Enter the desired information into the Number of Cards field. 3 End of Procedure. 2 . . Enter "10".

4 Click the Kanban: Kanban Cards link. 3 Click the vertical scrollbar. . Click the vertical scrollbar. . . 5 Use the Find Kanban Cards page to find existing find exiting kanban cards and to . . 2 Click the Inventory link. Page 389 .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Kanban Cards page. create new kanban cards.

.Training Guide Oracle EBS R12 Inventory Step Action 6 Click the New button. or Press [Alt+N]. define. Page 390 . and update kanban cards. . 7 Use the Kanban Cards Summary page to view.

1 . . 1 If select Replenishable. 2 . Page 391 .Training Guide Oracle EBS R12 Inventory Step Action 8 Click in the Item field. 1 Click in the Subinventory field. 9 Enter the desired information into the Item field. Enter "AS18947". Enter "Stores". 3 . 1 Enter the desired information into the Subinventory field. 0 . 1 Click the Replenishable option. this means that you can reuse the kanban card. .

Page 392 . 1 Click the Source Type list. 4 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Source tab. 5 . Step Action 1 Click the Intra Org list item. 6 .

Page 393 . 7 . 0 . 8 . 1 Enter the desired information into the Subinventory field. 2 You have completed the Defining Kanban Cards procedure.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the horizontal scrollbar. 1 Click in the Subinventory field. 1 End of Procedure. 9 . . 2 Click the Save button. Enter "FGI".

In this example. . Page 394 . 2 Click the Inventory link. 3 Click the vertical scrollbar. you will view the demand detail for an item.Training Guide Oracle EBS R12 Inventory Summarizing Demand Detail Use the Demand History page to display the demand history by item and by date. . Click the vertical scrollbar. Procedure Step Action 1 Begin by navigating to the Find Demand History Items page. .

. . 6 When you click in the Items field the System Items page appears automatically and . . . prompts you to enter the item information. 5 Use the Find Demand History Items page to enter search criteria to query items for . 9 Enter the desired information into the Item: Low field. which you want to summarize demand. Step Action 7 Click in the Items field.Training Guide Oracle EBS R12 Inventory Step Action 4 Click the Planning: Demand History link. Enter "AS18947". Page 395 . 8 Click in the Item: Low field.

If you want demand history by day. Page 396 . determined by the organization calendar you defined in the Defined Calendar page. you must . or Press [Alt+O]. You can modify this as necessary. 1 Click in the Item: High field. week. 1 If you choose to compile by period. 1 Click the Find button. 1 Click the OK button. The type of period is . . compile each bucket type. or Press [Alt+i]. It compiles for the past 260 previously monthly periods. the system compiles by manufacturing calendar 5 periods.Training Guide Oracle EBS R12 Inventory Step Action 1 When you click in the Item: High field the item information that you entered in the 0 Item: Low field appears automatically. 2 . 1 . 1 Use the Demand History Items page to determine the bucket size for demand history 4 summarization. 3 . and by month.

miscellaneous issues.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the History 1 button. or Press [Alt+s]. and issues . 1 You have completed the Summarizing Demand Detail procedure. to wip. . 6 . Page 397 . 1 The Demand History page displays the demand history by item and by date. It shows 7 the sales order shipments. 8 End of Procedure. interorganization transfers.

Page 398 . Maintaining Accounting Periods Use the Inventory Accounting periods page to open and close accounting periods. Procedure Step Action 1 Begin by navigating to the Inventory Accounting Periods page .Training Guide Oracle EBS R12 Inventory Cost Accounting and Control Oracle 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. In this example. you will open a future accounting period. you will be able to maintain accounting periods. Upon completion of this lesson. Click the vertical scrollbar.

. . .. 3 Click the vertical scrollbar. .Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Inventory link. . Step Action 6 Click in the Status field.. 7 Click the Change Status. 4 Click the Inventory Accounting Periods link. Page 399 . 5 Use the Inventory Accounting Periods page to open inventory accounting periods. . button.

1 You have completed the maintaining accounting periods procedure. 9 You do not have to save your work for the status change to take effect. or Press [Alt+O]. . Page 400 . 8 Click the OK button. .Training Guide Oracle EBS R12 Inventory Step Action or Press [Alt+C]. 0 End of Procedure. .

you will submit a request to purge an ABC assignment group. Purging ABC Information You can submit a concurrent request to purge either ABC assignment groups or ABC compile information. Procedure Page 401 . • Update ABC item assignments. • Define ABC item assignments.Training Guide Oracle EBS R12 Inventory ABC Analysis An ABC analysis determines the relative value of a group of inventory items based on valuation criteria you specify. In this example. • Purge ABC item information. • Define ABC assignment groups. • Define an ABC classes. Up on completion of this lesson you will be able to: • Define and run an ABC compile. and items of lower value less frequently. 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.

. Page 402 . . When you submit the concurrent request. 5 Use the ABC Assignment Groups page to submit a concurrent request to purge ABC . Click the vertical scrollbar. . . 4 Click the ABC Assignment Groups link. 2 Click the Inventory link. it will delete all items and class assignments associated with the group. assignment group information.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the ABC Assignment Groups page. 3 Click the vertical scrollbar.

or Press [Alt+O]. . or Press [Alt+T]. or Press [Alt+O].Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Group Name field. . . Page 403 . 0 . 7 Click the Tools menu. . 9 Click the OK button. 8 Click the Purge Group menu. 1 Click the OK button.

Page 404 .Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Purging ABC information procedure. Procedure Step Action 1 Begin by navigating to the ABC Compiles page. . Click the vertical scrollbar. you will define an ABC compilation for your organization. 1 End of Procedure. In this example. 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. .

. Step Action 6 Click the New button. . Page 405 . 4 Click the ABC Codes: ABC Compiles link. 3 Click the vertical scrollbar. 5 Use the ABC Compiles page to create a new ABC compile.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Inventory link. . . . or Press [Alt+N].

. 1 Enter the desired information into the Description field. Step Action 8 Click in the Compile Name field. . . Enter "SeattleCompile". 0 . Enter "ABC Compile for the 1 Seattle Org". 9 Enter the desired information into the Compile Name field. 1 Click in the Description field. Page 406 .Training Guide Oracle EBS R12 Inventory Step Action 7 Use the Define ABC Compile page to enter ABC compilation criteria. .

Page 407 . 1 Click the Compile button. 8 . 5 . then an item with an on-hand quantity of 10 unites is of higher rank than another item with a quantity of 5 units. 7 . 2 . 1 Click the OK button. . or Press [Alt+O]. 1 Click the Yes button. 1 Click the Save button. or Press [Alt+O]. 6 . For example. or Press [Alt+Y]. 9 . 1 Click the OK button. or Press [Alt+C].Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Criterion field. Enter "Current on hand 4 quantity". criterion. if you use Current on-hand quantity as the your compile . 1 Enter the desired information into the Criterion field. 1 Use the Criterion field to define what the rank of a particular item will be in the ABC 3 compile.

Training Guide Oracle EBS R12 Inventory Step Action 2 You have completed the Defining and Running an ABC Compile procedure. Each ABC class must have at least one item assigned to it. you will define ABC item assignments. . 0 End of Procedure. In this example. Procedure Page 408 . and all items in the ABC compile must be assigned to an ABC class. Defining ABC Item Assignments When you define ABC assignment you specify the cutoff point for each ABC class.

Step Action 6 Click in the ABC Group field. . . 4 Click the Assign Items link. can enter the sequence number. 2 Click the Inventory link. Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Assign ABC Items page. . or the % items from the ABC Descending Value Report for the last item to be included in each ABC class. 3 Click the vertical scrollbar. You . . 5 Use the Assign ABC Items page to specify the cutoff point for each ABC class. Page 409 . . the inventory value.

1 Enter the desired information into the Items field. or Press [Alt+i]. The rest .Training Guide Oracle EBS R12 Inventory Step Action 7 Enter the desired information into the ABC Group field. 1 . 9 If you choose to enter %Items. 3 . Enter "10". 1 Click in the Items field. 1 Click in the Items field. Enter "20". 1 Click in the Items field. 2 . 6 . 0 . Enter "OnHandABC". 1 Enter the desired information into the Items field. of the item information also appears automatically when you enter information in one of the fields. Enter "5". 1 Click in the Items field. Page 410 . . . 7 . 5 . 8 Click the Find button. the system rounds the numbers as necessary. 1 Enter the desired information into the Items field. 4 . Enter "20". 1 Enter the desired information into the Items field.

Enter "25". Enter "30". 3 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Items field. . 0 . 8 . In this example. 1 . For example. Defining ABC Classes You use ABC classes to identify the value grouping to which your items belong. you might define classes A. or Press [Alt+n]. 4 . 2 Enter the desired information into the Items field. B. 2 Click in the Items field. 5 End of Procedure. 2 Click the Assign button. You use your own terminology to define these classes. 9 . Page 411 . 2 Click the OK button. or Press [Alt+O]. 1 Enter the desired information into the Items field. and C. you will define three ABC classes. 2 You have completed the Defining ABC Item Assignments procedure. 2 Click in the Items field. 2 .

Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the ABC Classes page. . 5 Use the ABC Classes page to create new ABC classes. . 2 Click the Inventory link. You can also use ABC classes to group items for planning purposes. group items for a cycle count where you count higher value items more frequently than medium and lower value items. . Page 412 . . You can use ABC classes to . 3 Click the vertical scrollbar. 4 Click the ABC Codes: ABC Classes link.

.Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Class Name field. Enter "Highest Value Items". 0 . . Enter "Highest". Page 413 . 1 Click in the Class Name field. 7 Enter the desired information into the Class Name field. . 9 Enter the desired information into the Description field. . 8 Click in the Description field.

1 Enter the desired information into the Description field.Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Class Name field. 1 Enter the desired information into the Description field. 9 End of Procedure. Enter "Lowest". Enter "Medium". . 8 . 2 . 1 You have completed the Defining ABC Classes procedure. you will assign ABC classes to a valid ABC compile. 7 . 1 Click in the Description field. Page 414 . 5 . 4 . In this example. 1 . 1 Click the Save button. Defining ABC Assignment Groups ABC assignment groups link a particular ABC compile with a valid set of ABC classes. . 1 Enter the desired information into the Class Name field. 1 Click in the Description field. Enter "Medium Value 3 Items". 1 Click in the Class Name field. Enter "Lowest Value Items". 6 .

Page 415 . associate it with an ABC compile. 4 Click the ABC Assignment Groups link. . . 3 Click the vertical scrollbar. Click the vertical scrollbar. 5 Use the ABC Assignment Groups page to create and ABC assignment group and . .Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the ABC Assignment Groups page. . 2 Click the Inventory link.

7 Enter the desired information into the Group Name field. 1 . . Enter "onhandquantity". 1 When you click in the Valuation Scope field the valuation scope appears 0 automatically. 9 Enter the desired information into the Compile Name field. Enter "SeattleCompile".Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Group Name field. 1 Click in the Valuation Scope field. . . . Page 416 . 8 Click in the Compile Name field. .

2 . 1 Enter the desired information into the Class Name field. Enter "Highest". 5 . 4 . . or Press [Alt+p].Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Group Classes button. 1 Use the ABC Group Class Assignment page to associate ABC class with an ABC 3 assignment group and an ABC compile. Page 417 . Step Action 1 Click in the Class Name field.

. 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. 9 . 7 . In this example. 2 You have completed the Defining ABC Assignment Groups procedure. Procedure Page 418 . Enter "Medium". 1 Click in the Class Name field. 1 Enter the desired information into the Class Name field. 2 Click the Save button. 1 Enter the desired information into the Class Name field. 1 End of Procedure.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Class Name field. 0 . Enter "Lowest". 6 . you will update ABC item assignments. 8 .

. . Click the vertical scrollbar. 2 Click the Inventory link. 3 Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Update ABC Item Assignments page. . 5 Use the Update ABC Item Assignments page to change the ABC item class. Page 419 . . 4 Click the Update Item Assignments link. .

Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the ABC Group field. 8 Click the Find button. 1 Click in the ABC Class field. . Enter "M1_DAILY". . 0 . . 7 Enter the desired information into the ABC Group field. . or Press [Alt+i]. Page 420 . 9 Click the Yes button. or Press [Alt+Y].

1 Click in the ABC Class field. 1 Click the Save button. 1 .Training Guide Oracle EBS R12 Inventory Step Action 1 Press [Backspace]. . Page 421 . 5 . 3 . 1 You have completed the Updating ABC Item Assignments procedure. 1 Enter the desired information into the ABC Class field. Enter "Class B". 6 . 7 End of Procedure. 4 . 2 . 1 Press [Backspace]. 1 Enter the desired information into the ABC Class field. Enter "Class C".

In this example. • Generate count requests. you will purge cycle count information. • Generate automatic schedules. Purging Cycle Count Information Use the Cycle Counts Summary page to access the Purge Cycle Count Parameters page. Accurate system on-hand quantities are essential for managing supply and demand. • Approve cycle count adjustments. • Approve cycle counts. Upon completion of this lesson. • Define cycle count classes. • Purge cycle count information. Procedure Page 422 . maintaining high service levels. You use this concurrent request to purge cycle count information. Cycle counting can also be a valuable tool to help identify patterns in the errors found. and planning production. • Enter cycle counts. you will be able to: • Define and maintain a cycle count.Training Guide Oracle EBS R12 Inventory Cycle Accounting Cycle counting it the periodic counting of individual items throughout the course of the year to ensure the accuracy of inventory quantities and values. • Enter manual schedule requests. Cycle counting enables you to keep inventory records accurate by correcting errors between the system on-hand (perpetual) and actual on-hand (physical) quantities. • Request the cycle count list.

Training Guide Oracle EBS R12 Inventory Step Action 1 Click the vertical scrollbar. 4 Click the Cycle Counts link. . . 3 Click the vertical scrollbar. Page 423 . 5 Use the Cycle Counts Summary page to query for existing cycle counts. . . . 2 Click the Inventory link.

8 Enter the desired information into the Cycle Count field. . Enter "OrganizationCount". . . 7 Press [F11]. 1 Click the Tools menu. 0 . 1 . 1 Click the Purge Cycle Count menu. Page 424 . or Press [Alt+T].Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Cycle Count field. 9 Press [Ctrl+F11]. .

4 . 1 Click the OK button. 3 . 1 Use the Purge Cycle Count Parameters page launch the concurrent request. 2 . Page 425 . or Press [Alt+K].Training Guide Oracle EBS R12 Inventory Step Action or Press [P]. Step Action 1 Click the OK button. or Press [Alt+O].

. Click the vertical scrollbar. Generating Count Requests Use the Generate Count Requests page to submit a concurrent request to perform a cycle count.Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Purging Cycle Count Information procedure. . Procedure Step Action 1 Begin by navigating to the Cycle Counts Summary page. you will submit a concurrent request to perform a cycle count. 5 End of Procedure. In this example. Page 426 .

. . 4 Click the Cycle Counts link. Page 427 . Step Action 5 Click the Tools menu. . or Press [Alt+T].Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Inventory link. . 6 Click the Perform Full Cycle Count menu. 3 Click the vertical scrollbar. .

. Generate cycle count requests.Training Guide Oracle EBS R12 Inventory Step Action or Press [F]. 0 . 7 Use the Perform Full Cycle Count page to submit the following concurrent requests: . 1 Click in the Cycle Count Name REQUIRED field. and Cycle count listing. Page 428 . Step Action 8 Click in the Parameters field. 9 Use the Parameters page to enter the Cycle count listing parameters. Generate automatic schedule requests. .

In this example. Procedure Page 429 . you will submit an automatic schedule request. Generating Automatic Schedules You can use the Cycle Count Summary page to submit automatic schedule requests. 1 Click the Submit button. 4 End of Procedure. or Press [Alt+O]. 1 Click the OK button. . . or Press [Alt+m]. 3 . Enter 1 "OrganizationCount". 1 You have completed the Generating Count Requests procedure.Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Cycle Count Name REQUIRED field. 2 .

. 2 Click the Inventory link. . 3 Click the vertical scrollbar. . 5 Use the Cycle Count Summary page to query for existing cycle count information. Page 430 . 4 Click the Cycle Counts link.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Cycle Counts Summary page. Click the vertical scrollbar. . .

Page 431 . 9 Click the Tools menu. or Press [Alt+T]. 1 Click the Cycle Count Scheduler menu. .Training Guide Oracle EBS R12 Inventory Step Action 6 Press [F11]. . 8 Press [Ctrl+F11]. 0 . or Press [S]. . 7 Enter the desired information into the Cycle Count field. . Enter "M1_DAILY".

requests. 4 . Step Action 1 Click the Include Control Group Items option. 2 . 1 Click the OK button. 3 . Page 432 . 1 Click the OK button. or Press [Alt+O].Training Guide Oracle EBS R12 Inventory Step Action 1 Use the Cycle Count Scheduler Parameters page to indicate if you should include 1 items belonging to the control bring in the list of items for which to generate schedule .

. In this example. Page 433 . you will schedule a count request for an item.Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Generating Automatic Schedules procedure. Entering Manual Schedule Requests You use the Manual Schedule Requests page to manually schedule a count request for an item. 5 End of Procedure. Click the vertical scrollbar. . Procedure Step Action 1 Begin by navigating toe the Manual Schedule Requests page.

. 5 Use the Manual Schedule Requests page to manually add items to a cycle count. .Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Inventory link. Page 434 . Enter . Step Action 6 Click in the Cycle Count Name field. . 7 Enter the desired information into the Cycle Count Name field. 4 Click the Manual Requests link. 3 Click the vertical scrollbar. . "OrganizationCount". .

1 Click in the Subinventory field. 5 . 1 Click in the Subinventory field. 0 . Enter "AS54888". 2 . 1 Click in the Subinventory field. 1 . 3 . 4 . Enter "FGI". Page 435 . 1 Enter the desired information into the Subinventory field. .Training Guide Oracle EBS R12 Inventory Step Action 8 Click in the Item field. Enter "AS20000". 7 . Enter "Stores". 6 . 9 Enter the desired information into the Item field. 1 Click in the Item field. 1 Click in the Item field. 1 Enter the desired information into the Subinventory field. 1 Enter the desired information into the Item field. 1 Enter the desired information into the Item field. 8 . . Enter "AS54888".

5 End of Procedure. 2 . . 2 Click the Save button. 1 . In this example. 2 Click in the Subinventory field. Enter "Stores".Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Subinventory field. 0 . 9 . 2 Click in the Item field. You can also enter unscheduled count entries if they are allowed for you cycle counts. 3 . Enter "AS20000". Procedure Page 436 . 2 You have completed the Entering Manual Schedule Requests Procedure. you will enter cycle count quantities in to the system. Entering Cycle Counts You can use the Cycle Count Entries page to enter counts of items requested through automatic or manual cycle count scheduling. 4 . Enter "FGI". 2 Enter the desired information into the Subinventory field. 2 Enter the desired information into the Item field.

. . 3 Click the vertical scrollbar. Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Cycle Count Entries page. . 4 Click the Cycle Count Entries link. Page 437 . . 5 Use the Cycle Count Entries page to enter actual on-hand count information. 2 Click the Inventory link. .

. Enter "FGICount". 9 Click the Yes button. 7 Enter the desired information into the Cycle Count field.Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Cycle Count field. 0 . . or Press [Alt+i]. . . 1 Click the Adjustments tab. Page 438 . or Press [Alt+Y]. 8 Click the Find button.

9 . The System Quantity is the current on-hand balance in the system. 1 Enter the desired information into the Count Quantity field. 1 Enter the desired information into the Count Quantity field. . 1 Click in the Count Quantity field. 1 Click in the Count Quantity field. Page 439 . 1 Enter the desired information into the Count Quantity field. 1 Click in the Count Quantity field. 2 . 4 . 1 Click in the Count Quantity field.Training Guide Oracle EBS R12 Inventory Step Action 1 The Count Quantity is the actual physical quantity that you counted during your cycle 1 count. 1 Enter the desired information into the Count Quantity field. 1 End of Procedure. 5 . 2 Click the Save button. . 6 . 2 You have completed the Entering Cycle Counts procedure. Enter "118". 3 . 8 . Enter "150". 7 . Enter "4000". 0 . Enter "330".

In this example. delete. 2 Click the Inventory link. . The first is to specify an existing ABC group from which to load your items. The second method is to enter. Procedure Step Action 1 Begin by navigating to the Cycle Count Summary page. Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Defining Cycle Count Items You need to load items in to your cycle count before you can schedule or count them. you will use the Cycle Count Items page to adds items to your cycle count. There are two methods you can use to do this. Page 440 . or update he items you want included or excluded using the Cycle Count Items page. .

. Step Action 6 Press [F11]. 5 Use the Cycle Counts Summary page to query for existing cycle counts.Training Guide Oracle EBS R12 Inventory Step Action 3 Click the vertical scrollbar. Enter "OrganizationCount". 7 Enter the desired information into the Cycle Count field. 4 Click the Cycle Counts link. 8 Press [Ctrl+F11]. . . . Page 441 . . .

Step Action 1 Point to the Items object.Training Guide Oracle EBS R12 Inventory Step Action 9 Click the Open button. 1 Click the Items button. . 0 . or Press [Alt+I]. or Press [Alt+O]. Page 442 . 1 .

1 Enter the desired information into the Class Name field. 3 . You select the ABC 2 class to which the item belongs and optionally associate the positive and negative . 1 Click in the Item field. Step Action 1 Click in the Class Name field. 5 .Training Guide Oracle EBS R12 Inventory Step Action 1 Use the Cycle Count Items page to add items to your cycle count. Page 443 . 4 . Enter "Class AA". quantity variances.

Training Guide
Oracle EBS R12 Inventory
Step Action 1 Enter the desired information into the Item field. Enter "AS18947". 6 . 1 Click in the Class Name field. 7 . 1 Enter the desired information into the Class Name field. Enter "Class A". 8 . 1 Click in the Item field. 9 . 2 Enter the desired information into the Item field. Enter "AS54888". 0 . 2 Click in the Class Name field. 1 . 2 Enter the desired information into the Class Name field. Enter "Class B". 2 . 2 Click in the Item field. 3 . 2 Enter the desired information into the Item field. Enter "AS20000". 4 . 2 Click the Save button. 5 . 2 You have completed the Defining Cycle Count Items procedure. 6 End of Procedure. .

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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 Click the vertical scrollbar. . 2 Click the Inventory link. . 3 Click the vertical scrollbar. .

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Step Action 4 Click the Cycle Counts link. . 5 Use the Cycle Count Summary page to query for existing cycle count header . information.

Step

Action 6 Click the View menu. . or Press [Alt+V]. 7 Click the Query By Example menu. . or Press [Q].

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Step Action 8 Click the Enter menu. . or Press [E]. 9 Click in the Cycle Count field. . 1 Enter the desired information into the Cycle Count field. Enter "OrganizationCount". 0 . 1 Click the View menu. 1 . or Press [Alt+V]. 1 Click the Query By Example menu. 2 . or Press [Q]. 1 Click the Run menu. 3 . or Press [R]. 1 Click the Open button. 4 . or Press [Alt+O].

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Step

Action 1 Click the Classes button. 5 . or Press [Alt+C]. 1 Use the Cycle Count Classes page to determine the ABC classed within an assignment 6 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.

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Step

Action 1 Click in the Name field. 7 . 1 Enter the desired information into the Name field. Enter "Class AA". 8 . 1 Click in the Counts Per Year field. 9 . 2 Enter the desired information into the Counts Per Year field. Enter "75". 0 . 2 Click in the Name field. 1 .

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Step Action 2 Enter the desired information into the Name field. Enter "Class A". 2 . 2 Click in the Counts Per Year field. 3 . 2 Enter the desired information into the Counts Per Year field. Enter "60". 4 . 2 Click in the Name field. 5 . 2 Enter the desired information into the Name field. Enter "Class B". 6 . 2 Click in the Counts Per Year field. 7 . 2 Enter the desired information into the Counts Per Year field. Enter "50". 8 . 2 Click in the Name field. 9 . 3 Enter the desired information into the Name field. Enter "Class C". 0 . 3 Click in the Counts Per Year field. 1 . 3 Enter the desired information into the Counts Per Year field. Enter "10". 2 .

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Step Action 3 Click the Save button. 3 . 3 You have completed the Defining Cycle Classes procedure. 4 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

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Step

Action 1 Begin by navigating to the Cycle Counts page. . Click the vertical scrollbar. 2 Click the Inventory link. . 3 Click the vertical scrollbar. . 4 Click the Cycle Counting: Cycle Counts link. . 5 Use the Cycle Counts Summary page to open exiting cycle counts or initiate a new . cycle count.

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Step

Action 6 Click the New button. . 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

3 . Page 454 . Enter "OrganizationCount". 1 Click in the Adjustment Account field.Training Guide Oracle EBS R12 Inventory Step Action 8 Click in the Name field. 9 Enter the desired information into the Name field. 1 The Adjustment Account is the general ledger account used to charge cycle count 0 adjustments. . 1 Click in the Inactive On field. 1 . Enter "01-5802 7740-0000-000". 1 Enter the desired information into the Adjustment Account field. . . .

2 Enter the desired information into the Maximum field. Enter "2". 1 The Late Days field represents the number of workdays that can pass after you 5 generated the count request before the request is late. 9 . 7 . 2 Click in the Maximum field. 6 . you can enter counts for items not scheduled 8 to be counted. 2 Click the Display System Qty option. 4 . Enter "2". . Page 455 . 1 Enter the desired information into the Late Days field. 1 When you select Unscheduled Entries. 0 . 3 . 2 Click the Specific option. 1 Click the Unscheduled Entries option. 1 . 2 Click the Automatic Recounts option. Enter "14-Apr-2008". 2 . 4 . .Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Inactive On field. 1 Click in the Late Days field.

9 . 3 Click the Adjustments and ABC tab. Enter "FGI". 2 Enter the desired information into the Subinventory field. . 4 . 3 Use the Adjustments and ABC tab to enter approval tolerances and assign ABC 2 information to your cycle count. 3 . Page 456 . 0 . 2 Enter the desired information into the Subinventory field. the information appears automatically. 2 Click in the Subinventory field. then when you click in the 5 corresponding Tolerances . Enter "RIP". 3 Enter the desired information into the Qty Variance field.field. 7 . 3 If you entered information in a Tolerances + field.Training Guide Oracle EBS R12 Inventory Step Action 2 Click in the Subinventory field. 1 . Enter "4". 5 . Enter "Stores". 8 . . 2 Click in the Subinventory field. 3 Click in the Qty Variance field. 3 Enter the desired information into the Subinventory field. 6 .

Training Guide Oracle EBS R12 Inventory Step Action 3 Click in the % field. Page 457 . 1 . 4 This is the ABC assignment group on which to base the cycle count. 4 Click in the Hit/Miss Analysis field. 8 . 5 . 2 . Enter "M1_DAILY". 4 Click the Save button. 6 . 7 . 4 Click in the % field. Enter "2". 4 Enter the desired information into the Hit/Miss Analysis field. Enter "2". 3 Enter the desired information into the Adjustment Value field. 3 Click in the Cost Tolerance Neg field. 0 . 3 Click in the Adjustment Value field. 6 . 4 Enter the desired information into the Group field. 9 . 4 Click in the Group field. 4 . 3 .

7 End of Procedure. or approve cycle counts pending approval. Procedure Page 458 . or only those counts pending approval. or take no action. and request the recount of cycle count items. You can then approve adjustments. In this example. reject the count. you can query all counts. .Training Guide Oracle EBS R12 Inventory Step Action 4 You have completed the Defining and Maintaining a Cycle Count Procedure. Approving Cycle Count Adjustments Employees with access to the Count Adjustments Approvals Summary page can query request the recount of. When you click Find. recount an item in question. reject. you will approve.

to recount an item. or to reject the adjustment. 4 Click the Approve Counts link. 5 Use the Count Adjustment Approvals Summary page to approve adjustments held . Page 459 . The system uses the approval tolerances you entered when you defined the cycle count to determine which counts need approval.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Count Adjustment Approvals Summary page. . 3 Click the vertical scrollbar. for approval. . Click the vertical scrollbar. 2 Click the Inventory link. . .

5 . 1 Click the Approval Status Approved option. 1 Click the Approval Status Rejected option. Page 460 . . 1 Click the Approval Status Approved option. 0 . 1 Click the Approval Status Approved option. 1 Click the Approval Status Recount option. 1 . Enter "FGICount". 2 . . 9 Click the Yes button.Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Cycle Count field. . . 7 Enter the desired information into the Cycle Count field. 1 Click the Item Details tab. 4 . or Press [Alt+i]. 3 . 8 Click the Find button. or Press [Alt+Y].

serial 6 number. 1 Use the Item Location tab to view sub inventory and locator information. 1 Click the Item Location tab. 2 Click the Count Status. 5 . 0 . 7 . Reference tab. 8 . lot. 2 Use the Count tab to view information about the count such as who counted the items 2 and the date of the count. 2 Click the Approval tab. 2 Click the Count tab. 2 Use the Reason. 3 . 1 . Reference tab to optionally enter a reason for the adjustment action. 2 Use the Count Status. and uom information . . . 1 Click the Reason. 2 Use the Approval tab to view who has cycle count approval authority and the date the 6 cycle count was approved. Class tab to view the status of the count and the ABC class to 4 which the items belong. . Page 461 . 9 . Class tab.Training Guide Oracle EBS R12 Inventory Step Action 1 Use the Item Details tab to view information about the item such as revision.

you will you will submit the Cycle Count Listing Report. 2 You have completed the Approving Cycle Count Adjustments procedure. 2 Click the OK button. Procedure Page 462 . . 8 . In this example. or Press [Alt+O]. 9 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. 7 .Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button.

. 5 Use the Cycle Counts Summary page to search for existing cycle counts. . 4 Click the Cycle Counts link. .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Cycle Counts Summary page. 3 Click the vertical scrollbar. 2 Click the Inventory link. . Page 463 . . Click the vertical scrollbar.

.Training Guide Oracle EBS R12 Inventory Step Action 6 Press [F11]. 0 . . 1 Click the Cycle Count Listing Report menu. 9 Click the Tools menu. 8 Press [Ctrl+F11]. Page 464 . or Press [L]. . Enter "OrganizationCount". 7 Enter the desired information into the Cycle Count field. . or Press [Alt+T].

1 Click the Display Serial Number option. 2 . Step Action 1 Click the Include Recounts Only option. 1 Click the Display On-hand Quantity option. 4 . this reports lists all counts that you need to perform within in a given date . range.Training Guide Oracle EBS R12 Inventory Step Action 1 After you generate count requests you can submit the requests for the Cycle Count 1 lists report. Page 465 . 3 .

Training Guide Oracle EBS R12 Inventory Step Action 1 Click the OK button. 6 . 1 You have completed the Requesting the Cycle Count List procedure. 5 . or Press [Alt+K]. 7 End of Procedure. or Press [Alt+O]. 1 Click the OK button. Page 466 . .

Upon completion of this lesson. You can perform a physical inventory for an entire organization or for particular subinventories within an organization. However. you will be able to: • Define a physical inventory. You can perform physical inventories whenever you choose to verify the accuracy of your system on-hand quantities. • Approve physical inventory adjustments. You can also purge only the physical inventory tags. • Process physical inventory adjustments. Physical inventories are usually performed once every six months or once a year depending on the organization requirements. • Generate physical inventory tags. The system deletes all information associated with the physical definition. • Purge physical inventory information. Purging Physical Inventory Information Use the Purge Physical page to purge a physical definition from the database. you will purge the physical inventory tags associated with a physical inventory definition. • Take a snapshot of inventory quantities.Training Guide Oracle EBS R12 Inventory Physical Inventory A physical inventory is a periodic reconciliation of system on-hand balances with physical counts in inventory. the purge does not affect any adjustments or adjustments transactions made using the physical definition. Procedure Page 467 . In this example. • Enter and void physical inventory tags.

. Page 468 . You must select an existing physical inventory for which you want to physical inventory information. 4 Click the Physical Inventories link. . Click the vertical scrollbar. 2 Click the Inventory link. 5 Use the Physical Inventories Summary page to view existing physical inventories. . . .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Physical Inventories Summary page. 3 Click the vertical scrollbar.

9 Use the Purge Physical page to purge a physical inventory definition. 7 Click the Tools menu. then the 0 system purges all information associated with the physical inventory. then the system purges just tags. 1 If you select Tags Only. or Press [Alt+T]. This concurrent . The default . . Page 469 . request does not affect adjustments or adjustment transactions. . 8 Click the Perform purge menu. . selection is Tags Only. If you select All.Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Physical Inventory field.

You use the Define Physical Inventory page to define physical inventory information. Page 470 . 1 You have completed the Purging Physical Inventory information procedure. or Press [Alt+O]. or Press [Alt+P]. .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Purge button. Defining a Physical Inventory You can define and maintain an unlimited number of physical inventories. 3 End of Procedure. 1 . 1 Click the OK button. 2 .

. 3 Click the vertical scrollbar. you will define a physical inventory. Procedure Step Action 1 Begin by navigating to the Physical Inventory page. 2 Click the Inventory link. . . Click the vertical scrollbar. .Training Guide Oracle EBS R12 Inventory In this example. 4 Click the Physical Inventories link. Page 471 .

. or Press [Alt+N]. inventory. Page 472 . 7 Use the Define Physical Inventory page to enter the parameters for your physical . Step Action 6 Click the New button. and to create new physical inventories.Training Guide Oracle EBS R12 Inventory Step Action 5 Use the Physical Inventories Summary page to view existing physical inventories .

9 Enter the desired information into the Name field. 3 . . Page 473 . 1 Click in the Description field. 1 When you click in the Description field the date appears automatically. 1 Click in the Qty field. 1 Enter the desired information into the Description field. . Enter "FGI Physical Inventory". Enter "Finished Goods 2 Subinventory Physical Inventory". . 1 .Training Guide Oracle EBS R12 Inventory Step Action 8 Click in the Name field. 0 .

2 You have completed the Defining a Physical Inventory procedure.field the value you entered in the Tolerances + 5 field appears automatically. 4 . 1 When you click in the Tolerances . 1 Click the Specific option. 6 . 2 Click the Exclude Negative Balance option. 2 Click the Save button. Enter "FGI". 3 End of Procedure. 1 Click in the Approval Tolerance Negative field. Enter "2". 9 . 1 .Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Qty field. 7 . 1 Enter the desired information into the Subinventory field. Page 474 . . . 8 . 2 . 0 . 1 Click in the Subinventory field. 2 Click the Exclude Zero Balances option.

the system does not allow you to generate new tags or make any further updates to tag counts. you will process physical inventory 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. Due to the irreversible nature of this program. Click the vertical scrollbar. Oracle Inventory posts no physical inventory adjustments if you have any adjustments that are still pending approval. . In this example.Training Guide Oracle EBS R12 Inventory Processing Physical Inventory Adjustments After you finish entering physical inventory counts and approving adjustments. Procedure Step Action 1 Begin by navigating to the Physical Inventories Summary page. Page 475 . you can submit the process that automatically posts the adjustments. Once you run the adjustment program.

. . . 4 Click the Physical Inventories link. 7 You must select the physical inventory for which you want to process adjustments. adjustments. Page 476 . Step Action 6 Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Inventory link. 3 Click the vertical scrollbar. . . 5 Use the Physical Inventories Summary page to process physical inventory .

. Page 477 . 9 Click the Tools menu. 1 Click the Launch adjustments menu. 1 Use the Launch Adjustments page to enter the GL account to which you want to 1 charge the adjustment information. 0 . or Press [Alt+T].Training Guide Oracle EBS R12 Inventory Step Action 8 Click in the Physical Inventory field. . .

1 Click the Launch Adjustments button. Generating Physical Inventory Tags You use physical inventory tags to record the physical counts of inventory items. or Press [Alt+a]. 1 You have completed the Processing Physical Inventory Adjustments procedure. 1 Enter the desired information into the Adjustment Account field. Procedure Page 478 . . 6 End of Procedure. . In this example. 4 . 1 Click the OK button. Enter "01-5803 7740-0000-000". 5 . you will generate physical inventory tags.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Adjustment Account field. 2 . or Press [Alt+O].

4 Click the Tag Generation link. . multiple tags can reference the same item with each tag referring to a unique physical location for an item. 3 Click the vertical scrollbar. . . Page 479 . . A tag contains the count for a group of a given item. 5 Use the Generate Physical Inventory Tags page to generate physical inventory tag . 2 Click the Inventory link. Although you can record only one item on a tag.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Generate Physical Inventory Tags page. Click the vertical scrollbar. numbers.

. Enter "FGI Physical Inventory". 7 Enter the desired information into the Name field. 1 . 8 When you click in the Description field.Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Name field. 1 Click in the Starting Tag field. . 1 When you enter a starting tab number be sure that it contains the total number of 0 possible digits that a tag can have. Page 480 . date the physical inventory was created appears automatically. 9 Click in the Description field. . . the physical inventory description and the .

and Number of Tags for you. and if so. or Press [Alt+n]. 7 End of Procedure. whether you need to approve them. Entering and Voiding Physical Inventory Tags Use the tags you generated to record your physical counts. 1 Click the Generate button. you will enter physical inventory counts. 2 . . you should void them in the Physical Inventory Tag Counts page. then the system automatically determines the 3 Digit Increments. If you do not use one or more tags. then the system adjusts the quantity in that location to zero. Enter "A000001". it 5 does not physically print the tags. In this example. The system uses the counts you enter for your tags to determine if your items need quantity adjustments. To physically print the tags. Procedure Page 481 . . 4 . It is important for auditing purposes to track the status of each physical inventory tag. the system generate the tag numbers and information. you must run the . 6 . If you void a default tag. 1 When you click Generate. 1 If you selected Default as the tag type. 1 Click in the Digit Increments field. Physical Inventory Tags report. Ending Tag. 1 You have completed the Generating Physical Inventory Tags procedure.Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Starting Tag field.

3 Click the vertical scrollbar. . Page 482 . 2 Click the Inventory link. . 4 Click the Global Parameters link. . . . Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Physical Inventory Tag Count page. 5 Use the Physical Inventory Tag Counts page to enter the quantity for each tag.

8 Click the Find button. or Press [Alt+Y]. or Press [Alt+i]. Enter "FGI Physical Inventory". 1 Click in the Qty field. Page 483 . . 0 . 9 Click the Yes button. 7 Enter the desired information into the Name field.Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Name field. . . .

Enter "1". 1 Click in the Qty field.Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Qty field. 1 Click in the Qty field. 2 Click in the Qty field. Enter "5". 2 Enter the desired information into the Qty field. 1 Enter the desired information into the Qty field. 5 . 1 Enter the desired information into the Qty field. 1 Enter the desired information into the Qty field. 8 . 1 Click in the Qty field. 9 . 1 . Enter "1". Enter "1". 7 . Page 484 . 1 Enter the desired information into the Qty field. 6 . 1 Click in the Qty field. 4 . 3 . 1 . 0 . Enter "2300". 2 . Enter "776".

then the system does not change the system quantity. Approving Physical Inventory Adjustments You can view. then the Process Physical Inventory Adjustments program adjusts the inventory balance by that quantity. 2 You have completed the Entering and Voiding Physical Inventory Tags procedure. you will approve physical inventory adjustments. or approve physical inventory adjustments pending approval. In this example. 4 . 2 . 5 End of Procedure. Procedure Page 485 . 3 . The adjustments you can view are determined by the approval option you defined in your physical inventory. 2 Click the Save button. Enter "57". If you reject an adjustment. reject. if you approve a particular adjustment. 2 Enter the desired information into the Qty field. .Training Guide Oracle EBS R12 Inventory Step Action 2 Click in the Qty field.

. approve and reject . 5 Use the Approve Physical Adjustments Summary page to view. Page 486 . 2 Click the Inventory link. . Click the vertical scrollbar. 4 Click the Approve Adjustments link. This page displays a summary of all count information. . .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Approve Physical Adjustments Summary page. physical counts. 3 Click the vertical scrollbar.

. Page 487 . . Enter "FGI Physical Inventory". or Press [Alt+i]. or Press [Alt+Y]. then you can view the individual tag 0 information for the count.Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Name field. 1 If you have an individual line selected. . 7 Enter the desired information into the Name field. 9 Click the Yes button. 8 Click the Find button. . The first line is automatically selected when you open this . page.

1 Use the Approve Physical Adjustments page to view. It also displays the variance information. 4 . and the physical count information. 1 Click the Close button. and reject an 2 individual tag count. This page depicts the snapshot count. 3 . Page 488 . or Press [Alt+O]. . the adjustment information. approve.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Open button. 1 . Step Action 1 Click the Reject option.

. 9 . 1 Click in the Adjustments field.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Reject option. 1 Click the Reject option. Page 489 . 5 . 1 When you select an adjustments line the Approve Physical Adjustments page 8 automatically opens. 6 . 7 . 1 Click the Approve option.

1 . 2 Click the Close button. 0 . Page 490 .Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Approve option.

the snapshot saves all current on-hand quantities and costs. Page 491 .Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. Taking a Snapshot of Inventory Quantities Before you can generate tags for physical inventory. you must take a snapshot of all system onhand quantities for your items. All tag counts you enter for this physical inventory are compared with these static quantities. The system uses this information as the basis for all physical inventory adjustments. 2 You have completed the Approving Physical Inventory Adjustments procedure. You can resume normal inventory operations after you have entered your counts but before you have authorized all final physical inventory adjustments. 3 End of Procedure. In this example. . 2 . you will take a snapshot of inventory quantities.

4 Click the Physical Inventories link.Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the Physical Inventories Summary page. . You must select an existing physical inventory before you can open it to take the snap shot. 3 Click the vertical scrollbar. . 5 Use the Physical Inventories Summary page to view existing physical inventories. Click the vertical scrollbar. . 2 Click the Inventory link. . Page 492 . .

8 Click the Open button. . . 9 Use the Define Physical Inventory page to enter the physical inventory parameters. 7 Click in the Physical Inventory field.Training Guide Oracle EBS R12 Inventory Step Action 6 Click the vertical scrollbar. and ensure not transaction activity occurs in a particular location until after you have performed your adjustments. Page 493 . Oracle Inventory does not stop inventory processing during a physical inventory. or Press [Alt+O]. . 1 You should clear the pending transactions and transactions open interface before you 0 take a snapshot of your inventory quantities. . . You must procedurally coordinate the snapshot of your physical inventory with your actual counting. You also use this page to launch the snapshot concurrent request.

or Press [Alt+O]. 3 End of Procedure. Page 494 . 1 You have completed the Taking a Snapshot of Inventory Quantities procedure. . 1 Click the OK button.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Snapshot button. 2 . or Press [Alt+S]. 1 .

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