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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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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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 .

Page 4

. 1 The Status is the material status for this locator. 3 . Page 5 . 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.

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

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

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

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

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

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

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. you must enable it before you can use it in a shipping network. 0 . Procedure Page 12 . When you create a shipping method. Defining Shipping Methods Shipping methods are the way you ship material. you will define the shipping method DHL for your organization. . In this example.

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

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

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

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

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

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 . . you will set up an intransit transfer type for your organization.Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Defining Organization Access procedure. Procedure Step Action 1 Begin by navigating to the Shipping Networks page. In this example. . 9 End of Procedure.

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

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

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

The system automatically uses the default value you defined in the . standard costing.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. 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. 6 . The default value is the value you defined in the Organization Parameters page. You can modify it if necessary. 1 Click in the Purchase Price Variance field. Organization Parameters page. Page 22 . 8 . or you can modify it if you choose. You must enter an account if your receiving organization is using .

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

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

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

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

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

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

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

8 When you click Subinventory. 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. 1 You select the replenishment source for the subinventory from the Type list. 9 . 7 . 1 Click the Type list. Page 30 .

. 0 . Page 31 .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.

2 Enter the desired information into the Pre-Processing field. 3 . 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. Enter "BOX". 6 . 2 Click in the Pre-Processing field. . 2 The Pre-processing. 2 . 5 . Enter "1". 2 Enter the desired information into the Picking UOM field. Page 32 .Training Guide Oracle EBS R12 Inventory Step Action 2 Click in the Picking UOM field.

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

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

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

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

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

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

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

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

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

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

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

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

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

For example. if an item is transactional and stockable. Consider this scenario: you are a product manager for an ice cream manufacturer. Procedure Page 48 . You need to create an item template that automatically defaults item attributes that you typically use in your process manufacturing environment. 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. When you apply a template to an item you overlay a set of values to the item definition. 8 End of Procedure. . An item template does not update the value of status attributes when the values conflict. Defining Item Templates An Item template is a defined set of attribute values. You can apply the same or different templates to an item multiple times. Your company operates in a process manufacturing environment. a template cannot change Transactable to Yes and leave Stockable to no.

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

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

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

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

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

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

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

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

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

Click the vertical scrollbar. Create a pre-production item status that enables you to automatically set the needed item attributes.Training Guide Oracle EBS R12 Inventory Consider this scenario: You periodically make items that you do not want made available to customers. Page 58 . . . 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. 2 Click the vertical scrollbar. 3 Click the Inventory link. .

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

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

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

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

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

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. 1 Enter the desired information into the Name field. 3 . . 2 . 4 . Page 64 . Step Action 1 Enter the desired information into the Seq field. 1 Click in the Name field. Enter "1". Enter "Ceramic".

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

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

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

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

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

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

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

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

5 . Procedure Page 73 . Enter "2". 1 You have completed the Defining Customer Item Cross References procedure. 4 . 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.Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Rank field. 6 End of Procedure. 1 Click the Save button. In this example. . you will create a cross reference type for obsolete item numbers.

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

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

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

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

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

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

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

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

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

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

Enter "Ch_APPL". 1 . Enter "Inventory Class". 1 Click in the Description field. 2 . 3 . 1 Click in the Category field. Page 84 . 0 .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 Enter the desired information into the Structure Name field.

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

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 Items page. Click the vertical scrollbar. 4 Click the Master Items link. . 5 Use the Master Item page to define items and perform actions on items. . Page 86 . . .

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

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

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

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

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

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

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

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

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

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

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

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

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

In this example. .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. Procedure Page 100 . 9 . Assigning Cross Reference Types Cross reference types define relationships between items and entities such as obsolete part numbers or supplier items numbers. 2 You have completed the Assigning Items to Categories procedure. you will cross reference the obsolete part number to the current part number. Your company recently updated its part numbering system and you want to cross reference the old part number with the new part number. 0 End of Procedure.

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

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

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

5 Use the Item Catalog Groups page to item catalogs. 2 Click the Inventory link. 4 Click the Catalog Groups link. Page 104 .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. . 3 Click the vertical scrollbar. Click the vertical scrollbar. You must select an item catalog .

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

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

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

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

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

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

2 Click the Inventory link. 3 Click the vertical scrollbar. . . Page 111 . . . 5 Use the Find Organization Items to enter item search criteria.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. Click the vertical scrollbar.

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

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

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

4 . Page 115 .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 .

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

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

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

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

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

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

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

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

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

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. 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. Procedure Page 126 . In this example.Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Defining Items procedure. . Before you can define item transaction defaults you must define at least one item. one subinventory. 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. 9 End of Procedure. and one locator within your organization. For move orders. receiving and move order transactions.

. 5 Use the Find Item Transaction Defaults page to create new item transaction defaults. 4 Click the Item Transaction Defaults link. 2 Click the Inventory link. . 3 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 . . Click the vertical scrollbar.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 145 . 1 Enter the desired information into the Subinventory field.Training Guide Oracle EBS R12 Inventory Step Action or Press [u]. 6 . 8 . Enter "Stores". 1 When you click in the Description field. 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 . the item description appears automatically.

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

. 2 Click the Inventory link.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. . For example. you will assign a finished good to an existing organization. Page 147 . Click the Vertical scrollbar. you can select Reorder Point planning for an item in one organization. You use the Organization Item page to change organization-level attributes. and Min-Max planning for the item in another organization. In this example.

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

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

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

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

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

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

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

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

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

Page 157 .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. . 4 Click the Organizations: Subinventories link. . 2 Click the Inventory link. Click the vertical scrollbar. 5 Use the Subinventories Summary page to select the subinventory to which you want .

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

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

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

4 Click the Items: Item Information link. 2 Click the Inventory link. .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Item Information page. 3 Click the vertical scrollbar. . 5 Use the Find Item Information page to set the viewing criteria for viewing 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. Page 161 . . . information. Step Action 6 Click the All list item.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

you will create the lot action code discard. In this example.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. 2 Click the Inventory link. . . Page 179 . Procedure Step Action 1 Begin by navigating to the Maintain Actions page. Click the vertical scrollbar. 3 Click the vertical scrollbar. .

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

Procedure Page 181 . 1 You have completed the Defining Lot Action Codes procedure. . Enter "Discard". you will generate a new lot for an item. . 1 Click the Save button. 0 . Creating a New Lot You use the Edit Item Lots window to create new lots manage existing lot information. 1 Enter the desired information into the Action Description field. In this example.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. 2 End of Procedure. 1 .

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

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

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

4 End of Procedure. you will perform a miscellaneous receipt of an item and assign an existing lot to the transaction. You can choose to assign an existing lot or generate a new lot for the transaction. In this example. 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. .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. 1 You have completed the Creating a New Lot procedure. Procedure Page 185 . 3 .

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Enter "1. 8 . Step Action 1 Click in the Starting Serial Number field.Serial button.Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Locator field. 1 Use the Serial Entry page to assign serial numbers to items upon receipt. 9 .2". 6 . 7 . 1 Click the Lot . Page 214 .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. 2 Click the Done button. Enter "100". 3 . or Press [Alt+D]. 2 When you click in the End Serial Number field. . 0 . 2 . the end serial number appears 1 automatically. Page 215 .

. 2 You have completed the Assigning Serial Numbers procedure.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. you will view the material transactions for an item. Procedure Page 216 . 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. In this example.

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

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

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

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

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

5 Use the Material Status Definition page to associate allowed and disallowed . . the transactions for which you enable status control in the Transactions Types page appear in the Material Status Definition page. 2 Click the Inventory link. or subinventory level. Page 222 . You can also assign the planning attributes Allow Reservations. then the transaction type is always allowed. 4 Click the Transactions: Material Status link. 3 Click the vertical scrollbar. . When you setup transaction types. If you do not enable status control for a transaction type. . 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. the transaction fails. If the system finds a status that disallows the transaction. Click the vertical scrollbar. transactions. lot locator. whether at the serial. . you determined whether some transactions can be restricted by material status.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 246 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Details button. 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. .

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

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

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

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

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

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

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

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

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

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

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

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

There is no intermediary step when you perform a direct interorganization transfer. 5 You have completed the Viewing Material Transactions procedure. 5 Click in the Reason field.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. In this example. . Transferring Directly Between Organizations You use direct interorganization transfers to move inventory directly from a shipping organization to a destination organization. 3 . 4 End of Procedure. you will transfer an item directly to another organization. . Procedure Page 259 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

The shipment number uniquely identifies and item or group of items to transfer.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Inter-organization Transfer page. You use the Type field to choose which type of shipment. 3 Click the Inter-organization Transfer link. . . Page 274 . You can only enter valid organizations that you defined on the Shipping Networks page. . 4 You use the Inter-organization Transfer page to enter information about the . You enter the shipment number for an intransit shipment. organization to which you are shipping. 2 Click the Inventory link. Click the vertical scrollbar.

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

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

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

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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and net volume.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. Step Action 1 Click the Subinventory. 4 . Locator tab. Page 288 . 1 Use the Subinventory. 2 . . net value. Subinventory tab displays transaction subinventory information as well as the net quantity. 1 Click the Source Type tab. The . Locator tab to view subinventory and locator transaction 3 history.

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

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

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

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

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

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

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

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

you will view projected supply and demand information. Procedure Page 297 . In this example. 6 End of Procedure. . Viewing Item Supply and Demand Information You use the Supply/Demand Detail page view the supply and demand information and the current and project available quantities of an item. 2 You have completed the Viewing On-hand Quantities procedure. 5 .Training Guide Oracle EBS R12 Inventory Step Action 2 Click the horizontal scrollbar.

Click the vertical scrollbar. or Net subinventories. .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 . and demand history. You can view the supply and demand information for all subinventories. . . Page 298 . 4 Click the Item Supply/Demand link. ATP subinventories. 2 Click the Inventory link. 3 Click the vertical scrollbar.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2 .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. 9 Click an entry in the M1 tree control. 1 . or Press [Alt+T]. 1 Click the Tools menu. 0 . Page 319 . . 1 Click the Defective tree item. .

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

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

2 Click the Inventory link. . Click the vertical scrollbar. . . Page 322 . 5 Use the Query Material page to enter search criteria that determines what appears on . 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. the Material Workbench page. 3 Click the vertical scrollbar. .

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

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

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

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

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

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

or Press [Alt+S]. 0 . . 1 Click the FGI tree item. 1 Click an entry in the On-hand tree control. . 2 . 1 Click the Status button.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 . Page 339 .

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

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

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

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

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

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

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

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. 3 . or Click the Select Available Inventory button. Page 347 . .

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

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

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

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

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

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

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

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

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

1 You have completed the Purging Replenishment Counts procedure. or Press [Alt+O]. 5 . 4 . 2 . In this example. 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. or Press [Alt+Y]. 3 . Procedure Page 367 . 6 End of Procedure. 1 Click the Submit button. you will print kanban cards. or Press [Alt+m].Training Guide Oracle EBS R12 Inventory Step Action 1 Click the OK button. 1 Click the Yes button.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 . or Press [Alt+N].

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

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

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

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

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

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

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

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

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

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

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

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

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

In this example. 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 . Upon completion of this lesson. you will open a future accounting period. Click the vertical scrollbar.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. you will be able to maintain accounting periods.

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

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

• Update ABC item assignments. Procedure Page 401 . 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. Up on completion of this lesson you will be able to: • Define and run an ABC compile. In this example. 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. • Define ABC assignment groups. • Purge ABC item information. • Define ABC item assignments. Purging ABC Information You can submit a concurrent request to purge either ABC assignment groups or ABC compile information. you will submit a request to purge an ABC assignment group.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. • Define an ABC classes. and items of lower value less frequently.

Click the vertical scrollbar. 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. Page 402 . 4 Click the ABC Assignment Groups link. 5 Use the ABC Assignment Groups page to submit a concurrent request to purge ABC . When you submit the concurrent request. . 2 Click the Inventory link. it will delete all items and class assignments associated with the group.

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

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

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]. Page 405 . . . 3 Click the vertical scrollbar. Step Action 6 Click the New button. . 4 Click the ABC Codes: ABC Compiles link. .

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

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

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

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

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

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

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

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

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

4 Click the ABC Assignment Groups link. . associate it with an ABC compile. 2 Click the Inventory link. 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. . 3 Click the vertical scrollbar. Page 415 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

or Press [Alt+O]. 3 . Step Action 1 Click the Include Control Group Items option. requests. 2 . 1 Click the OK button. 1 Click the OK button. 4 . Page 432 .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. . Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Generating Automatic Schedules procedure. Page 433 . Procedure Step Action 1 Begin by navigating toe the Manual Schedule Requests page. 5 End of Procedure. you will schedule a count request for an item. . Entering Manual Schedule Requests You use the Manual Schedule Requests page to manually schedule a count request for an item.

. . . Step Action 6 Click in the Cycle Count Name field. 3 Click the vertical scrollbar. 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. Enter . . 7 Enter the desired information into the Cycle Count Name field. 4 Click the Manual Requests link. Page 434 . "OrganizationCount".

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

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

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

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

Enter "118". 1 End of Procedure. 8 . 2 . 1 Click in the Count Quantity field. 1 Click in the Count Quantity field. 1 Click in the Count Quantity field. 4 . 1 Click in the Count Quantity field. 0 .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. Enter "330". 2 You have completed the Entering Cycle Counts procedure. . Enter "150". 9 . 2 Click the Save button. 6 . The System Quantity is the current on-hand balance in the system. 7 . Page 439 . 1 Enter the desired information into the Count Quantity field. Enter "4000". . 1 Enter the desired information into the Count Quantity field. 3 . 1 Enter the desired information into the Count Quantity field. 5 .

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

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

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

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

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

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

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

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

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

reject the count. You can then approve adjustments. reject.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. and request the recount of cycle count items. or only those counts pending approval. In this example. When you click Find. you can query all counts. you will approve. . Procedure Page 458 . or take no action. or approve cycle counts pending approval. 7 End of Procedure. recount an item in question.

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

0 . or Press [Alt+Y]. 4 . Page 460 . 1 Click the Approval Status Approved option. 2 . . 5 . 1 . 1 Click the Approval Status Recount option. 1 Click the Item Details tab.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. . 8 Click the Find button. 1 Click the Approval Status Rejected option. or Press [Alt+i]. 9 Click the Yes button. 3 . . 1 Click the Approval Status Approved option. . Enter "FGICount". 1 Click the Approval Status Approved option.

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

. 8 . you will you will submit the Cycle Count Listing Report. Procedure Page 462 . 9 End of Procedure.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. 7 . or Press [Alt+O]. 2 Click the OK button. In this example. 2 You have completed the Approving Cycle Count Adjustments procedure. Requesting the Cycle Count List Use the Cycle Count Listing Report to view all counts to perform within a given date range.

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

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

this reports lists all counts that you need to perform within in a given date . Step Action 1 Click the Include Recounts Only option. 1 Click the Display Serial Number option. 1 Click the Display On-hand Quantity option.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. range. Page 465 . 3 . 4 . 2 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. . date the physical inventory was created appears automatically. 8 When you click in the Description field. the physical inventory description and the . . 1 . . 9 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. . 7 Enter the desired information into the Name field. Page 480 . Enter "FGI Physical Inventory".

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

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

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

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

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

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

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

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

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

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

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

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

. 8 Click the Open button. You also use this page to launch the snapshot concurrent request. . . . and ensure not transaction activity occurs in a particular location until after you have performed your adjustments.Training Guide Oracle EBS R12 Inventory Step Action 6 Click the vertical scrollbar. Oracle Inventory does not stop inventory processing during a physical inventory. 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. 7 Click in the Physical Inventory field. . Page 493 . 9 Use the Define Physical Inventory page to enter the physical inventory parameters. or Press [Alt+O].

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

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