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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Defining Item Templates An Item template is a defined set of attribute values. The more recent attribute values override previous values unless the previous value is not updateable. Your company operates in a process manufacturing environment. When you apply a template to an item you overlay a set of values to the item definition. if an item is transactional and stockable. Consider this scenario: you are a product manager for an ice cream manufacturer. An item template does not update the value of status attributes when the values conflict. You can apply the same or different templates to an item multiple times. Procedure Page 48 . For example. 8 End of Procedure.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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. 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 . 1 Click the Save button. 1 You have completed the Defining Customer Item Cross References procedure. Procedure Page 73 . In this example. 6 End of Procedure. 5 .

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

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

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

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

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

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

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

Enter "SALE". 1 Click the Save button. 0 End of Procedure.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. Procedure Page 81 . . Defining Categories A category is a logical classification of items that have similar characteristics. 9 . You need to create a category for children's apparel. 2 You have completed the Defining Category Sets procedure. 8 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

6 . or Press [Alt+D]. 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. Page 125 . well. 1 Click the Done button. Step Action 1 Click the Save button.Training Guide Oracle EBS R12 Inventory Step Action or Press [Alt+A]. 7 .

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

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

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

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

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

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

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

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

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

. . . . 4 Click the Items: Master Items link. 3 Click the vertical scrollbar. Page 135 . 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 2 Click the Inventory link.

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

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

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

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. 1 . 2 End of Procedure. 2 You have completed the Defining Item Relationships procedure. Page 140 . 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. . In this example. Assigning Subinventories to an Item You can assign a list of subinventories to an item.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. This information is used to perform min-max planning and replenishment processing at the subinventory level. 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.

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

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. .

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

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

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

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

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

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

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

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

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

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... Click the vertical scrollbar. . Page 152 . 3 Click the vertical scrollbar. . 2 Click the Inventory link. button. . 4 Click the Items: Master Items link. Step Action 5 Click the Find. .

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

or Press [Alt+T].Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Tools menu. 2 . 3 . 1 Use the Item Catalog page to assign item catalog definitions. 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. Page 154 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

5 Use the Account Aliases page to create inventory account aliases GL accounts. must create an inventory account alias if you wish to use an alias for that GL account in inventory transactions. 3 Click the vertical scrollbar. . 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. You . Page 232 . . . 2 Click the Inventory link. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1 Click the Save button. 9 End of Procedure. 6 . . Enter "15". 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. you will transfer an item between two subinventories. Enter "Pittsburgh 4 Electronics . 5 . 1 Click the horizontal scrollbar. . In this example. 1 Click in the Quantity field. 8 . Procedure Page 269 . 1 You have completed the Transferring Consigned and VMI Material procedure.Bridgeville".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. 7 .

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

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

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

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

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

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

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

Enter "Stores". End of Procedure. 1 Click in the To Subinv field. 2 Enter the desired information into the Quantity field. 1 Enter the desired information into the To Subinv field. 1 Click in the Quantity field. quantities.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Subinventory field. 7 . In this example. 2 Click the Save button. you will perform a planning transfer transaction. 1 . . 5 . 8 . 9 . Page 277 . Performing Planning Transfer Transactions Vendor managed inventory is a procurement and planning practice in which you delegate key inventory management functions to one or more supplies under this aggrievement. the supplier determines the items. Enter "100". 0 . 2 You have completed the Transferring Between Organization Using Intransit 2 Processes procedure. 6 . 1 Enter the desired information into the Subinventory field. Enter "FGI".s and delivery schedules on your behalf based on information the supplier receives from your inventory and procurement systems.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

5 Use the Query Material page to enter search criteria that determines what appears on . Click the vertical scrollbar. . 4 Click the On-hand Quantity link. Page 310 . . the Material Workbench page. 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 Query Material page. .

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

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

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

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Select Available Inventory button. Page 347 . 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. 3 . .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. or Press [Alt+O]. 7 Enter the desired information into the Item: Low field. 1 . 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 . 0 . . Page 372 . Enter "AS54888". .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Item: Low field. 1 Click in the Subinventory field. 8 Click the OK button. Enter "FGI".

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

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

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

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

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

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

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

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

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

2 . 2 Click the OK button. you will define a kanban pull sequence. or Press [Alt+O]. In this example. Procedure Page 382 . 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. 1 . or Press [Alt+c]. End of Procedure.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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Click the vertical scrollbar. Upon completion of this lesson.Training Guide Oracle EBS R12 Inventory Cost Accounting and Control Oracle Inventory provides the features you need to summarize costs related to inventory and manufacturing activities for a given accounting period and distributes these costs to the general ledger. you will be able to maintain accounting periods. Page 398 . Maintaining Accounting Periods Use the Inventory Accounting periods page to open and close accounting periods. you will open a future accounting period. In this example. Procedure Step Action 1 Begin by navigating to the Inventory Accounting Periods page .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

3 Click the vertical scrollbar. Click the vertical scrollbar. 2 Click the Inventory link. 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. 4 Click the Update Item Assignments link. . . Page 419 . . .

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

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

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

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

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

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

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

Page 427 . . 3 Click the vertical scrollbar. 6 Click the Perform Full Cycle Count menu. 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. . . .

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

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

5 Use the Cycle Count Summary page to query for existing cycle count information. . Click the vertical scrollbar. 3 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. Page 430 . . . 2 Click the Inventory link. . .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Procedure

Step

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

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

Step

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

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Oracle EBS R12 Inventory
Step Action 8 Click the Enter menu. . or Press [E]. 9 Click in the Cycle Count field. . 1 Enter the desired information into the Cycle Count field. Enter "OrganizationCount". 0 . 1 Click the View menu. 1 . or Press [Alt+V]. 1 Click the Query By Example menu. 2 . or Press [Q]. 1 Click the Run menu. 3 . or Press [R]. 1 Click the Open button. 4 . or Press [Alt+O].

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Oracle EBS R12 Inventory

Step

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

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Step

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

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

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

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

Procedure

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Step

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

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Step

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

Page 453

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Click the vertical scrollbar. 4 Click the Physical Inventories link. . . . 2 Click the Inventory 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. . . 3 Click the vertical scrollbar. 5 Use the Physical Inventories Summary page to view existing physical inventories. Page 492 .

1 You should clear the pending transactions and transactions open interface before you 0 take a snapshot of your inventory quantities. . Page 493 . 7 Click in the Physical Inventory field. You must procedurally coordinate the snapshot of your physical inventory with your actual counting. . . or Press [Alt+O]. . You also use this page to launch the snapshot concurrent request. 8 Click the Open button. . 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. 9 Use the Define Physical Inventory page to enter the physical inventory parameters.Training Guide Oracle EBS R12 Inventory Step Action 6 Click the vertical scrollbar.

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

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