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 .

Page 4

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

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

Procedure Page 7 . Defining Shortage Parameters A material shortage occurs whenever unsatisfied demand exceeds available quantity for the incoming supply of material.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. 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. In this example. 1 End of Procedure. 0 . you will determine the WIP and Order Management shortage parameters for one of your organizations.

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

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

2 When enabled. 2 Click in the Released Schedules: Days Overdue field. 2 Enter the desired information into the Released Schedules: Days Overdue field. . 6 . . . 2 Enter the desired information into the Unreleased Schedules: Days Overdue field. 8 . 2 Click the Bulk Components option. 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. Page 10 . 3 . . 2 When enabled. 2 Click in the Unreleased Schedules: Days Overdue field. 1 Click the Released option. 4 Enter "1".Training Guide Oracle EBS R12 Inventory Step Action 1 8 Click the If operation before assigned operation is due option. 2 . 0 . . 2 Click the If assigned operation is due option. 2 Click the Unreleased option. 9 . Enter 1 "1".

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

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

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

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

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

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

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

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

If you choose direct. If you choose intransit. Page 19 . and a receipt transaction is required at the destination organization. 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. . You must define a shipping network between two organizations before you can transfer material between organizations. 3 Click the vertical scrollbar. . direct or intransit. . 4 Click the Setup: Shipping Networks link. 5 Use the Shipping Networks page to define a shipping network between two . you must select a transfer type. organizations. the system moves material to an intermediary state before it reaches the destination organization.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Inventory link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. if you create a picking rule that allocates material by lot number in ascending order followed by locator in ascending order. 1 . or Press [Alt+A]. The . 2 Click the Assignment button. This means for picking. 0 . Page 46 . 2 Use the Rules Workbench page to assign your picking rule. system automatically assigns a sequence number and return type to the rule. You can modify the sequence number. but you cannot modify the return type. 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. For example. You can assign your rule to any combination of criteria the Rules Workbench page displays.

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

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

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

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

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

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

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

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

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. 2 . Page 55 . 4 . 3 .

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

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

Procedure Step Action 1 Begin by navigating to the Item Status page. 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.. Create a pre-production item status that enables you to automatically set the needed item attributes. 2 Click the vertical scrollbar. 3 Click the Inventory link. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

4 Click the Items: Cross References link. 2 Click the Inventory link. . 3 Click the vertical scrollbar. . . Click the vertical scrollbar. . items an entities.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 . Page 74 .

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

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

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

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

category sets to group items for various reports and programs. . .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. . 4 Click the Category Sets link. Page 79 . Click the vertical scrollbar. You can use categories and . . . 5 Use the Category Sets page to create category sets. 3 Click the vertical scrollbar.

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

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

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

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

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

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

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

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

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

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

we will make modifications to one of the existing seeded templates to create a new template. 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. 3 Click the vertical scrollbar. 2 Click the Inventory. Click the vertical scrollbar. Procedure Step Action 1 Begin by navigating to the Find Item Templates page. . Page 90 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

the system adds the shelf life 5 days to the days to the system date to determine the expiration date. Page 175 .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. At receipt. . 4 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Enter "1.2. Step Action 1 Click in the Starting Serial Number field. 1 Use the Serial Entry page to assign serial numbers to items upon receipt.Serial button. Page 214 . 7 . 6 .Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Locator field. 9 .2". 8 . 1 Click the Lot .

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

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

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

. You must select a serial 0 number for which to view the genealogy. 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 7 Click in the Description field. Page 218 . 8 Click the Find button.

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

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

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

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

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

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

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

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

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

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

0 . if three . . Enter "2". 7 Click in the Transaction Type field. Page 229 . transactions satisfy the transaction criteria. 1 . Transfer". Enter "Subinventory .Training Guide Oracle EBS R12 Inventory Step Action 6 Click the New button. 1 Click in the Weight field. 8 Enter the desired information into the Transaction Type field. . For example. 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.

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

In this example. During a transaction. . 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. Procedure Page 231 . 3 .Training Guide Oracle EBS R12 Inventory Step Action 2 Enter the desired information into the Item field. 2 You have completed the Defining Consumption Transaction Rules procedure. Enter "AS54888". 5 End of Procedure. and reserve against an account alias. you cause the account alias instead of an account number to refer to the account. 2 Click the Save button. 4 . You can view report.

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

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

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

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

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

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

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

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

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

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

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

. Enter "CM66372". or Press [Alt+i]. 8 Click the Find button.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. shows the Demand Type (job schedule or order) and Identifier ( job number or order number) as well as the quantity. . It . Page 243 . 7 Enter the desired information into the Item field. .

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. or Press [Alt+S].

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

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

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

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

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

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

You can search for transaction information by entering a combination of search criteria. Viewing Material Transactions You can view detail associated with inventory transactions. or Press [Alt+r]. 3 End of Procedure. 1 You have completed the Viewing Pending Transactions procedure. 1 . 1 Use the Serial Numbers page to view serial information for a pending serial 2 transaction. In this example.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 . .

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

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

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

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

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

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

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

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

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

Enter "Direct Org Transfer". . Enter "B2". 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 . destination subinventory. or Press [Alt+r].Training Guide Oracle EBS R12 Inventory Step Action 5 Click in the To Org field. . . 8 Enter the desired information into the Type field. . 7 Click in the Type field. . 6 Enter the desired information into the To Org field. Page 261 . 9 Click the Transaction Lines button.

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

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

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

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. Transferring Consigned and VMI Material You use the Consigned Transactions page to transfer ownership of consigned inventory. you will transfer ownership from a supplier to regular stock. 8 End of Procedure. 7 . In this example. 2 You have completed the Transferring Directly Between Organizations procedure. . Page 265 .

you would like to perform. . 4 On the Consigned Transactions page you choose which Type of ownership transfer . 3 Click the Consigned Transactions link.Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the Consigned Transactions page. 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). Page 266 .

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

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

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

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

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

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Procedure

Step

Action 1 Begin by navigating to the Planning Transfer page. . Click the vertical scrollbar. 2 Click the Inventory link. . 3 Click the Transactions: Planning Transfer link. . 4 Planning Transfers enable you to assume the planning responsibility from the supplier. . This transaction does not move goods, it changes the planning organization from the supplier site to the internal organization that holds the goods. After you perform a planning transfer and run collection, you supplier can no longer see the transferred quantity in the on-hand quantity column.

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Step

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

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Step

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

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

Performing Miscellaneous Transactions
Miscellaneous transactions enable you to issue material to individuals or projects that are not in inventory, receiving or work in process. In this example, you will perform a miscellaneous receipt of an item.

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Procedure

Step

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

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Step

Action 5 Click in the Type field. . 6 Enter the desired information into the Type field. Enter "Miscellaneous receipt". . 7 Click in the Account field. . 8 This is the general ledger account to which you are going to charge the transaction. . 9 Enter the desired information into the Account field. Enter "01-580-7740-0000-000". . 1 Click the Transaction Lines button. 0 . or Press [Alt+r].

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

Step

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

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

Viewing Transaction Summaries
You can view transaction summaries for items transacted within a specified date range. You can use search criteria to further narrow the focus of the information summarized. You can use this information for input, output, and transaction history analysis. In this example, you will view the transaction history for an item.

Procedure

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Step

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

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Step

Action 5 Click in the From Date: Transaction Dates field. . 6 Press [Backspace]. . 7 Enter the desired information into the From Date: Transaction Dates field. Enter "7". . 8 Click in the Item field. . 9 Enter the desired information into the Item field. Enter "AS54888". . 1 Click the Summarize button. 0 . or Press [Alt+i].

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 2 Click the horizontal scrollbar. In this example. Procedure Page 297 . 5 . . you will view projected supply and demand information. 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Step

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

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Step

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

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Click the vertical scrollbar. You can also use ABC classes to group items for planning purposes. Page 412 . . 4 Click the ABC Codes: ABC Classes link. .Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the ABC Classes page. . 2 Click the Inventory link. . 5 Use the ABC Classes page to create new ABC classes. 3 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 use ABC classes to .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. 2 Click the Inventory link. 4 Click the Cycle Counts link. . 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. . Page 430 .

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

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

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

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

1 . 1 Enter the desired information into the Subinventory field. 1 Click in the Subinventory field. 2 . 1 Enter the desired information into the Subinventory field. 1 Click in the Item field. 1 Enter the desired information into the Item field. 1 Click in the Subinventory field. Enter "FGI". 8 . 4 . 6 . 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 Item field. . Enter "AS54888". 0 . 9 Enter the desired information into the Item field. 1 Click in the Subinventory field. 7 . Enter "AS20000". Page 435 . Enter "Stores". . Enter "AS54888". 5 .

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

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

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

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

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

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

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

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

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

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

Procedure

Step

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

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

Step

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

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

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Step

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

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Step

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

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. 9 Click the Tools menu. . Page 477 . . .Training Guide Oracle EBS R12 Inventory Step Action 8 Click in the Physical Inventory field. or Press [Alt+T]. 0 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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