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

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

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. 2 You have completed the Defining Stock Locators procedure.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. Procedure Page 7 . In this example. 1 End of Procedure. Defining Shortage Parameters A material shortage occurs whenever unsatisfied demand exceeds available quantity for the incoming supply of material. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. 4 . Page 40 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

4 Enter the desired information into the Value field. Defining Item Status Codes You use item statuses codes to set default values for certain status attributes. 4 Click the Save button. 4 This item attribute enables you to use the item in a production batch as an ingredient or 4 by-product. 9 End of Procedure. 2 . 6 . 8 . . 5 . Enter "Yes". 4 You have completed the Defining Item Templates procedure. 4 Click the Enabled option. 4 Click in the Process Quality Enabled Value field. 1 . . 4 Click in the Process Execution Enabled field. Page 57 .Training Guide Oracle EBS R12 Inventory Step Action 4 This attribute enables you to use Process Quality to inspect items. 3 . Enter "Yes". 7 . 0 . 4 Click the Enabled option. 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. 3 Click the Inventory link.. Procedure Step Action 1 Begin by navigating to the Item Status page. 2 Click the vertical scrollbar. Page 58 .Training Guide Oracle EBS R12 Inventory Consider this scenario: You periodically make items that you do not want made available to customers. . Click the vertical scrollbar. . You need an initial testing period where internal customers can order the items that you make and verify that is ready for consumption.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Enter "Assemble-to-order . . .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. Step Action 6 Click in the Commodity Code field. parts". 9 Enter the desired information into the Description field. commodity code is the name you associate to a group of customer items. Enter "ATO". The . . Page 77 . 8 Click in the Description field.

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

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

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

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

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

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

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

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

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

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

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

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

Page 90 . . 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. In this scenario. . 2 Click the Inventory. 3 Click the vertical scrollbar. Procedure Step Action 1 Begin by navigating to the Find Item Templates page. . Click the vertical scrollbar. 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. . . Step Action 6 Click the New button.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].

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

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

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

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

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

Enter "A1 DOM". 0 . or Press [F]. Page 97 . 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.. Step Action 8 Click in the Item field.. . . 7 Use the Find Master Items page to search for existing items. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

or Press [Alt+D].Training Guide Oracle EBS R12 Inventory Step Action or Press [Alt+A]. The values on other tabs of the item master were also set as . Step Action 1 Click the Save button. 6 . 1 Click the Done button. 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. 7 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Step Action 5 Click the Find. 4 Click the Items: Master Items link.. Page 148 . 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. button. . . .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

4 Click the Report Types link. . Click the vertical scrollbar. 3 Click the vertical scrollbar. Page 165 . 2 Click the Inventory link. . .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. . .

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

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

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

7 Enter the desired information into the Item field. .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. Page 169 . 4 Click the Master Items link. . Step Action 6 Click in the Item field. 8 Click in the Description field. Enter "678910".

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

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

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

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

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

.Training Guide Oracle EBS R12 Inventory Step Action 3 Click the Shelf life days list item. 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. 4 . Page 175 . At receipt.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

or Press [Alt+d]. 9 Use the Item Lots page to view information about existing lots. Page 192 . lot genealogy. . .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Item field. . 7 Enter the desired information into the Item field. 8 Click the Find button. Enter "PT55166". Before you can view . you must select an existing 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. information about the item and the Lot alternative region contains information about the lot. The Lot Attributes tab 2 contains information about the lot. The Item Details alternative region contains . 1 . 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. or Press [Alt+i]. 1 The Genealogy page depicts the genealogy of a particular lot. 1 Click the View Genealogy button. Page 193 . 0 .

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

7 . 2 Click the Save button. Procedure Page 203 . you will view the serial information for an item. Maintaining Serial Number Information You use the Serial Numbers page to update supplier information associated with you serial numbers. 2 Click the Vertical scrollbar. 5 . 8 .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 this example. . 9 . 2 Click the Assigned option. 0 End of Procedure. In addition you can view the location and status information and update supplier information associated with your serialized units. 2 Click the Assigned option. 6 . 3 You have completed the Setting Up Serial Number Control procedure.

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

Page 205 . 8 Click in the Description field. or Press [Alt+i]. 1 You use the Serial Numbers page to view information about the serial number such as 0 where it resides. . . 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. 9 Click the Find button.

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

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

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

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

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

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

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

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

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

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

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. In this example. 2 You have completed the Assigning Serial Numbers procedure. you will view the material transactions for an item. Procedure Page 216 .Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. 4 . .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. . Click the vertical scrollbar. 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. Page 248 . 2 Click the Inventory link. . . you will view a pending move order transaction. 3 Click the Pending Transactions link.Training Guide Oracle EBS R12 Inventory In this example.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. 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. 2 Click the Inventory link. Page 274 .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Inter-organization Transfer page. You enter the shipment number for an intransit shipment. 3 Click the Inter-organization Transfer link. You can only enter valid organizations that you defined on the Shipping Networks page. Click the vertical scrollbar. organization to which you are shipping. . .

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

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

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

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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Oracle EBS R12 Inventory

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. Page 310 .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. Click the vertical scrollbar.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. Use the Parameters page to enter the processing mode. 2 Click the Inventory link. . the Parameters page . . Click the vertical scrollbar. 5 When you navigate to the Purge Replenishment Counts page. 3 Click the vertical scrollbar. the count name. . Page 365 .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. automatically appears. 4 Click the Replenishment Counts: Purge link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2 You have now completed the Entering and Processing Replenishment Counts 3 procedure. 2 Click the OK button. you will define a kanban pull sequence. In this example. or Press [Alt+c]. End of Procedure. 2 . . Defining Kanban Pull Sequences A pull sequence is a group of information that defines a kanban location source information an planning parameters for an item. Procedure Page 382 . 1 .Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Process and Report button. or Press [Alt+O].

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

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

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

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

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

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

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

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

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

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

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

. you will view the demand detail for an item. Click the vertical scrollbar. . 2 Click the Inventory link. Page 394 . Procedure Step Action 1 Begin by navigating to the Find Demand History Items page. 3 Click the vertical scrollbar. . 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.

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Purging ABC information procedure. In this example. Defining and Running an ABC Compile You can define and compile an ABC analysis for your entire organization or for a specific subinventory within your organization. Page 404 . . Procedure Step Action 1 Begin by navigating to the ABC Compiles page. 1 End of Procedure. you will define an ABC compilation for your organization. Click the vertical scrollbar. .

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Class Name field. Updating ABC Item Assignments If you are not satisfied with the class into which an item falls as a result of the automatic ABC assignment process you can change it. 8 . . 9 . 1 Enter the desired information into the Class Name field. Enter "Lowest". 0 . In this example. Enter "Medium". 2 Click the Save button. 1 Enter the desired information into the Class Name field. 1 Click in the Class Name field. 6 . 7 . Procedure Page 418 . you will update ABC item assignments. 2 You have completed the Defining ABC Assignment Groups procedure. 1 End of Procedure.

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

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

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

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

Page 423 . . . . 4 Click the Cycle Counts 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. . 2 Click the Inventory link. . 3 Click the vertical scrollbar.

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

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

5 End of Procedure. . you will submit a concurrent request to perform a cycle count. . Page 426 . In this example.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. Click the vertical scrollbar. Generating Count Requests Use the Generate Count Requests page to submit a concurrent request to perform a cycle count.

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

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

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

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

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

requests. 4 . Step Action 1 Click the Include Control Group Items option. 3 . 1 Click the OK button.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]. 2 . Page 432 .

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

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

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

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

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

Enter "FGICount". or Press [Alt+Y]. 0 . . 9 Click the Yes button. Page 438 .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Cycle Count field. 1 Click the Adjustments tab. 8 Click the Find button. . . . or Press [Alt+i]. 7 Enter the desired information into the Cycle Count 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. . 1 Click in the Count Quantity field. 1 Enter the desired information into the Count Quantity field. 1 End of Procedure. Enter "118". Enter "330". Enter "4000". The System Quantity is the current on-hand balance in the system. 7 . 6 . . 9 . 1 Click in the Count Quantity field. 1 Enter the desired information into the Count Quantity field. Page 439 . 2 . Enter "150". 1 Enter the desired information into the Count Quantity field.Training Guide Oracle EBS R12 Inventory Step Action 1 The Count Quantity is the actual physical quantity that you counted during your cycle 1 count. 3 . 0 . 8 . 4 . 2 Click the Save button. 2 You have completed the Entering Cycle Counts procedure. 5 .

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

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

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

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

Training Guide
Oracle EBS R12 Inventory
Step Action 1 Enter the desired information into the 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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Oracle EBS R12 Inventory
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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Training Guide
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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Training Guide
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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Training Guide
Oracle EBS R12 Inventory

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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Training Guide
Oracle EBS R12 Inventory
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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Oracle EBS R12 Inventory
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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Oracle EBS R12 Inventory

Step

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

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Step

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

Page 453

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

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

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

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

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

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

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

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

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

2 Click the Inventory link. Click the vertical scrollbar. . . . . 4 Click the Cycle Counts link. 3 Click the vertical scrollbar. . 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. Page 463 .

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

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

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

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

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

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

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

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

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

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

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

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. Due to the irreversible nature of this program. . Procedure Step Action 1 Begin by navigating to the Physical Inventories Summary page. 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. In this example. Page 475 . Oracle Inventory posts no physical inventory adjustments if you have any adjustments that are still pending approval. you will process physical inventory adjustments. Click the vertical scrollbar. the system does not allow you to generate new tags or make any further updates to tag counts.

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

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

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

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

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

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

2 Click the Inventory link. . . 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. . . Page 482 .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Physical Inventory Tag Count page.

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

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

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

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

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

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

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

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

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

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

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

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

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