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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Training Guide
Oracle EBS R12 Inventory

Inventory Setup
In this lesson, you will learn how to configure parts of Oracle Inventory that you use in day-today operations. Upon completion of this lesson, you will be able to: • Define subinventories. • Define stock locators. • Define organization access. • Define shortage parameters. • Define interorganization shipping networks. • Define shipping methods.

Defining Stock Locators
You use locators to identify physical areas where you store inventory items. Locators may represent rows, aisles, or bins in warehouses. You can track item quantities by locator and transact items into and out of locators. You can restrict the life of locators as well as define locator dimensions. There are many different types of locators. Locators are segregated by their different uses. Locators are used as packing stations, dock doors, receiving locations, storage locators, consolidation locators, staging lanes, and inspection stations. In this example, you will create a storage locator for a finished goods subinventory.

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

Action 8 Click in the Locator field. . 9 You cannot use the same locator names within any two subinventories within the same . organization. 1 Enter the desired information into the Locator field. Enter "S.1.1". 0 . 1 Click the Type list. 1 . 1 Locator types differentiate how locators are used within your organization. 2 .

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

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

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

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

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

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

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

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

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. . 5 You use the Applications Utilities: SHIP_METHOD Lookups page to determine the . . Page 13 . 3 Click the vertical scrollbar. Click the vertical scrollbar. short codes that you use for shipping. . 4 Click the Setup: Shipping Methods link. 2 Click the Inventory link. .

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

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

you assign organization access to a responsibility. System administrators determine which responsibilities a user can access when they establish system security. . all responsibilities have access to all organizations. Once you restrict any responsibility to an organization.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. you must then explicitly define the organizations to which all responsibilities can access. Page 16 . and item search. Users can still specify any valid organization when running these functions. then it can be accessed by all responsibilities. Organization access does not restrict access to functions that cross multiple organizations such as ATP. Step Action 6 Click the New button. . 7 This is the Organization to which you want to restrict access. interorganization transfers. Until .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. 4 . Page 52 . Transactable.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Inventory list item. BOM Allowed and Build in WIP. 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

2 Click the Inventory link. . 4 Click the Customer Items link. . Page 66 . 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.Training Guide Oracle EBS R12 Inventory In this example. 3 Click the vertical scrollbar. Click the vertical scrollbar. .

new customer items. 7 Use the Customer Items Summary page to enter new customer items. . 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 . or Press [Alt+N]. Step Action 6 Click the New button. A customer .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. we will make modifications to one of the existing seeded templates to create a new template. Click the vertical scrollbar. 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. . 3 Click the vertical scrollbar. In this scenario. 2 Click the Inventory. Page 90 . Vision Operations (USA) link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. . or Press [Alt+D]. Page 105 .

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

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

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

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

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

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

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

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

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

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. Page 116 . 5 .

Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. . Defining Manufacturer Part Numbers You can define manufacturer part numbers 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. Procedure Page 117 . You use this information for reporting purposes and in catalog searches for items. 7 End of Procedure. You can assign the same item to multiple manufacturer's part numbers. 6 .

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

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

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

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

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

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

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

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

one subinventory. 9 End of Procedure. Before you can define item transaction defaults you must define at least one item. receiving and move order transactions. . In this example. and one locator within your organization. you will assign a default shipping subinventory for an item. Procedure Page 126 . Oracle Shipping Execution displays the default shipping information when you ship an item and Oracle Inventory displays the default receiving information when you receive and item. For move orders.Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Defining Items procedure. Oracle Inventory derives the default put away locator when you transact an item into a locator-controlled subinventory if you do not specify the locator when you create the move order. Defining Item Transaction Defaults You use the Item Transaction Defaults window to define a default subinventory for an item for shipping.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

The functional security assigned to your responsibility determines for which organizations you can view item information. we will view the Inventory Planning Method across all organizations for item AS18947. . or across all organizations. or revisions for an item. 4 End of Procedure. Depending upon the functional security assigned to your responsibility.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. Procedure Page 160 . you can view the information for an item in a single organization. In this example. a sine organization and its master organization.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

. Page 205 . 9 Click the Find button.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. or Press [Alt+i]. . . 8 Click in the Description field. . . Enter "WM579". 7 Enter the desired information into the Item field.

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

Click the vertical scrollbar. numbers.Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating the Generate Serial Numbers page. 2 Click the Inventory. . 3 Click the vertical scrollbar. . Page 207 . . 4 Click the Generate Serial Numbers link. 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. . . . or Press [Alt+O]. 7 Enter the desired information into the Item field. Enter "6789101112". 1 Click in the Quantity field. Page 208 . 8 Click the OK button.Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Item field. 0 . .

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

Page 210 . 2 Click the Inventory link. . . . . 5 Use the Find Expected Receipts page to search for expected receipts.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. 4 Click the Receipts link. .

Enter "WM579".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. . . or Press [Alt+n]. Page 211 .

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

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

2. 6 . 9 . 7 . Page 214 .2".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. 8 .Serial button. 1 Click the Lot . Enter "1. Step Action 1 Click in the Starting Serial Number field.

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

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

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

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

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

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

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

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

. 8 Click in the Description field. 7 Enter the desired information into the Name field. Page 223 .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Name field. . 9 Enter the desired information into the Description field. . . Enter "Immature". Enter "Immature material . 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".

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

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

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

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

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

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

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

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

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

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

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

Page 235 . . . 2 Click the Inventory link. Click the vertical scrollbar. A user-defined transaction type is a combination of a user-defined transaction source type and a predefined transaction action. 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. transaction entry. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Procedure Page 300 . 0 . 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. 1 End of Procedure. . In this example.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Date field.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. 7 Click the Find button. . or Press [Alt+n]. Page 323 . your organization.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 .

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

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

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

2 Click the Inventory link. 3 Click the vertical scrollbar. Page 337 . information that appears on the Material Workbench page. 5 Use the Query Material page to enter the search criteria which determines the . . . . .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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2 Click the Inventory link. . Click the vertical scrollbar. 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 search for existing kanban cards. 3 Click the vertical scrollbar. . . Page 362 .

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

you will purge a replenishment count. 0 . 1 End of Procedure. Procedure Page 364 . 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. 1 You have completed the Replenishing Kanban Cards procedure. In this example. or Press [Alt+R]. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. 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. . Procedure Page 382 . or Press [Alt+O]. End of Procedure. or Press [Alt+c]. 2 . 2 Click the OK button. 1 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 400 .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. . . or Press [Alt+O]. 1 You have completed the maintaining accounting periods procedure. 8 Click the OK button. . 0 End of Procedure.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

3 . 1 Click the OK button. 2 . 1 Click the OK button. or Press [Alt+O]. requests.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 . Step Action 1 Click the Include Control Group Items option. 4 . Page 432 .

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

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

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

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

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

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

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

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

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

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

Enter "Class AA". Page 443 . 1 Click in the Item 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. 4 . 1 Enter the desired information into the Class Name field. 5 .Training Guide Oracle EBS R12 Inventory Step Action 1 Use the Cycle Count Items page to add items to your cycle count. quantity variances. 3 .

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

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Defining Cycle Count Classes
Use the Cycle Count Classes page to assign abc classes your cycle count. In this example, you will assign abc classes to your cycle count.

Procedure

Step

Action 1 Click the vertical scrollbar. . 2 Click the Inventory link. . 3 Click the vertical scrollbar. .

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

Step

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

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

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Step

Action 1 Click the Classes button. 5 . or Press [Alt+C]. 1 Use the Cycle Count Classes page to determine the ABC classed within an assignment 6 group to count. You also determine the number of times per year to count the class. . You can optionally determine the positive and negative tolerances. If you do not enter tolerances, then the system uses the tolerances you entered in the Cycle Counts header information.

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Step

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

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

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

Defining and Maintaining a Cycle Count
You use the Cycle Counts page to determine cycle count parameter information. Before you can enter a cycle count information you must establish the following prerequisites: • Define an ABC Class • Define a workday calendar • Compile an ABC analysis • Create an ABC assignment group • Define ABC item assignments In this example, you will determine cycle count header information.

Procedure

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Step

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

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Step

Action 6 Click the New button. . or Press [Alt+N]. 7 Use the Cycle Counts page to determine the parameter information for your cycle . count. You use this page to schedule cycle counts, assign abc information, and determine if you want to count the entire organization or specific subinventories.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. . 4 Click the Physical Inventories link. You must select an existing physical inventory for which you want to physical inventory information. 2 Click the Inventory link. Page 468 .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. Click the vertical scrollbar. 3 Click the vertical scrollbar.

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

1 Click the OK button. or Press [Alt+P]. 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].Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Purge button. 3 End of Procedure. Defining a Physical Inventory You can define and maintain an unlimited number of physical inventories. . Page 470 . 2 . 1 .

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

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

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

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

Once you run the adjustment program. Page 475 . In this example. Due to the irreversible nature of this program. 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.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. you will process physical inventory adjustments. . Procedure Step Action 1 Begin by navigating to the Physical Inventories Summary page. Click the vertical scrollbar. the system does not allow you to generate new tags or make any further updates to tag counts.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. . . 2 Click the Inventory link. 5 Use the Physical Inventories Summary page to view existing physical inventories. . 3 Click the vertical scrollbar. Click the vertical scrollbar. 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. Page 492 .

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

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