Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

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Training Guide
Oracle EBS R12 Inventory

Table of Contents
Introduction.......................................................................................................................vi Inventory Setup..................................................................................................................1
Defining Stock Locators.............................................................................................................1 Defining Shortage Parameters....................................................................................................7 Defining Shipping Methods......................................................................................................12 Defining Organization Access..................................................................................................14 Defining Interorganization Shipping Networks........................................................................18 Defining Subinventories...........................................................................................................25

Item Setup and Control...................................................................................................34
Defining Picking Rules.............................................................................................................34 Defining Item Templates..........................................................................................................48 Defining Item Status Codes......................................................................................................57 Defining Item Catalog Groups..................................................................................................61 Defining Customer Items..........................................................................................................65 Defining Customer Item Cross References...............................................................................69 Defining Cross Reference Types..............................................................................................73 Defining Commodity Codes.....................................................................................................76 Defining Category Sets.............................................................................................................78 Defining Categories..................................................................................................................81 Defining and Viewing Pending Statuses...................................................................................85 Copying Item Templates...........................................................................................................90 Assigning Items to Categories..................................................................................................95 Assigning Cross Reference Types..........................................................................................100 Specifying Recommended Categories....................................................................................103

Defining and Maintaining Item Information..............................................................110
Updating Organization Level Items........................................................................................110 Defining Manufacturer Part Numbers.....................................................................................117 Defining Items........................................................................................................................121 Defining Item Transaction Defaults........................................................................................126 Defining Item Revisions.........................................................................................................129 Defining Item Relationships...................................................................................................134 Assigning Subinventories to an Item......................................................................................140 Assigning Items to Organizations...........................................................................................147 Assigning Items to Catalogs...................................................................................................151 Assigning Items to a Subinventory.........................................................................................156 Viewing Item Information......................................................................................................160

Lot Control.....................................................................................................................164
Updating Lot Information.......................................................................................................164 Setting Up Lot Control...........................................................................................................167 Displaying Lot Information....................................................................................................176 Defining Lot Action Codes.....................................................................................................179 Creating a New Lot.................................................................................................................181 Assigning Lot Numbers Within Transactions.........................................................................185 Viewing Lot Genealogy..........................................................................................................190

Serial Control.................................................................................................................196
Setting Up Serial Number Control..........................................................................................196 Maintaining Serial Number Information.................................................................................203 Generating Serial Numbers.....................................................................................................206
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Assigning Serial Numbers......................................................................................................209 Viewing Serial Number Genealogy........................................................................................216

Material Status Control.................................................................................................221
Setting Up Material Status Control.........................................................................................221

Transaction Setup..........................................................................................................227
Defining Consumption Transaction Rules..............................................................................227 Defining Account Aliases.......................................................................................................231 Defining Transaction Types....................................................................................................234 Defining Transaction Reasons................................................................................................237

Transactions...................................................................................................................241
Viewing Potential Shortages...................................................................................................241 Viewing Pending Transactions...............................................................................................247 Viewing Material Transactions...............................................................................................251 Transferring Directly Between Organizations........................................................................259 Transferring Consigned and VMI Material.............................................................................265 Transferring Between Subinventories.....................................................................................269 Transferring Between Organizations Using Intransit Processes..............................................273 Performing Planning Transfer Transactions...........................................................................277 Performing Miscellaneous Transactions.................................................................................281 Viewing Transaction Summaries............................................................................................285

On Hand and Availability.............................................................................................292
Viewing On-Hand Quantities.................................................................................................292 Viewing Item Supply and Demand Information.....................................................................297 Viewing Item Availability......................................................................................................300 Viewing Attribute Information...............................................................................................303 Updating a Grade....................................................................................................................309 Performing a Status Update....................................................................................................316 Performing a Mass Move........................................................................................................321 Performing a Mass Issue.........................................................................................................328 Creating Reservations.............................................................................................................333 Viewing Status Information....................................................................................................336

Move Orders...................................................................................................................341
Defining Pick Slip Grouping Rules........................................................................................341 Allocating and Transacting Move Orders...............................................................................343 Generating Move Order Requisitions.....................................................................................350

Planning and Replenishment........................................................................................361
Replenishing Kanban Cards....................................................................................................361 Purging Replenishment Counts...............................................................................................364 Printing Kanban Cards............................................................................................................367 Generating Kanban Cards.......................................................................................................370 Entering and Reloading Item Safety Stocks............................................................................373 Entering and Processing Replenishment Counts.....................................................................377 Defining Kanban Pull Sequences............................................................................................382 Defining Kanban Cards..........................................................................................................388 Summarizing Demand Detail..................................................................................................394

Cost Accounting and Control.......................................................................................398
Maintaining Accounting Periods............................................................................................398

ABC Analysis..................................................................................................................401
Purging ABC Information......................................................................................................401
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Defining and Running an ABC Compile................................................................................404 Defining ABC Item Assignments...........................................................................................408 Defining ABC Classes............................................................................................................411 Defining ABC Assignment Groups........................................................................................414 Updating ABC Item Assignments..........................................................................................418

Cycle Accounting...........................................................................................................422
Purging Cycle Count Information...........................................................................................422 Generating Count Requests....................................................................................................426 Generating Automatic Schedules............................................................................................429 Entering Manual Schedule Requests.......................................................................................433 Entering Cycle Counts............................................................................................................436 Defining Cycle Count Items...................................................................................................440 Defining Cycle Count Classes................................................................................................445 Defining and Maintaining a Cycle Count...............................................................................451 Approving Cycle Count Adjustments.....................................................................................458 Requesting the Cycle Count List............................................................................................462

Physical Inventory.........................................................................................................467
Purging Physical Inventory Information.................................................................................467 Defining a Physical Inventory................................................................................................470 Processing Physical Inventory Adjustments...........................................................................475 Generating Physical Inventory Tags.......................................................................................478 Entering and Voiding Physical Inventory Tags......................................................................481 Approving Physical Inventory Adjustments...........................................................................485 Taking a Snapshot of Inventory Quantities.............................................................................491

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Training Guide
Oracle EBS R12 Inventory

Introduction
Oracle Inventory is a global repository for part number data and on hand balances. Oracle Inventory is member of the Supply Chain product family which streamlines operations within procure to pay, order to cash, logistics and reverse logistics (including returns, repairs and maintenance) processes. Oracle Inventory provides a single repository of inventory data for all business purposes including manufacturing, distribution, service, repair and spares, consigned inventory (both from suppliers and to customers), vendor managed inventory, in transit inventory and more. This eliminates the need to maintain inventory information across disparate systems. Oracle Inventory uses the receipt to issue process to manage your inventory. When inventory arrives in your warehouse you receive it. After you receive inventory, you can transfer it within your organization or to another organization. Finally, you can issue material out of Oracle Inventory. Upon completion of this module, you will be able to: • Create an item. • Create and assign categories. • Process transactions. • Reserve material. • View on-hand material. • Process replenishment counts. • Perform kanban processes. • Maintain accounting periods. • Perform ABC analysis. • Define and perform a cycle count. • Define and perform a physical inventory.

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

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

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

Page 4

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

men's apparel. Consider this scenario: You work for an apparel manufacture. 0 . Your company creates women's apparel. In this example.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. . you will create a category set called apparel. Procedure Page 78 . 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. Procedure Page 100 . In this example. 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. 0 End of Procedure. you will cross reference the obsolete part number to the current part number. 9 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. 2 You have completed the Assigning Items to Categories procedure.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

9 When you click in the Description field. Enter "MugAA". . 1 Click in the Description field. . or Press [Alt+i]. Page 153 . the item description appears automatically. 0 . 1 . 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.

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

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

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

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

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

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

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

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

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

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

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

. . Page 165 . 4 Click the Report Types link. 5 Use the Find/Lots Jobs page to search for existing lots. . 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 Find Lots/Jobs page.

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

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

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

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

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

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

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

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

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

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

3 Click the Save button. 3 You have now completed the Setting Up Lot Control procedure. You can choose to enter search criteria. or leave the search criteria blank. 9 End of Procedure. . 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. If you leave the search criteria blank. Displaying Lot Information You use the Item Lots page to view lot information. 7 . 8 . then the system searches for all lots within the organization. Enter "8". 6 . Page 176 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

Setting Up Serial Number Control Before you can use serial number control you must set the item attributes and organization parameters. You use serial numbers to track individual item units. • Maintain serial number information. In this example. Upon completion of this lesson. Serial number control is a system technique for enforcing the user of serial numbers during a material transaction. you will create an item and set predefined as the serial control option. You can use serial numbers to track items over which you want to maintain very tight control. • Assign serial numbers. • View serial number genealogy. Procedure Page 196 . One serial number is assigned per unit of an item.Training Guide Oracle EBS R12 Inventory Serial Control A serial number is an alphanumeric piece of information that you assign to an individual unit of an item. You establish serial number control for an item when you define it on the Master Item page. you will be able to: • Set up serial number control. • Generate serial numbers.

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

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

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

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

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

Enter "AA". 2 Click in the Starting Number field. 2 Enter the desired information into the Starting Number field. 2 Click the Save button. Enter "0000". 1 . 2 . 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. 3 . Page 202 . 4 . 0 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2 Click the Inventory link. transaction entry. .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating the Transaction Types page. Click the vertical scrollbar. 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. . . 3 Click the Setup: Types link. Page 235 .

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

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

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

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

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

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

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

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

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. 0 . Page 244 . or Press [Alt+S].

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

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

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

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

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

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

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

4 Use the Find Material Transactions page to enter your material transaction search . Click the vertical scrollbar. . You can choose to search on a variety of information. 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. criteria. . 2 Click the Inventory link. Page 252 . .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. You can only enter valid organizations that you defined on the Shipping Networks page. Page 274 . organization to which you are shipping. 2 Click the Inventory link. You enter the shipment number for an intransit shipment. . Click the vertical scrollbar. 4 You use the Inter-organization Transfer page to enter information about the . 3 Click the Inter-organization Transfer link. The shipment number uniquely identifies and item or group of items to transfer. 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.

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

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

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

Training Guide
Oracle EBS R12 Inventory

Procedure

Step

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

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Step

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

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

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

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

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

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

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

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

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

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

2 You have completed the Viewing On-hand Quantities procedure. Procedure Page 297 . 5 .Training Guide Oracle EBS R12 Inventory Step Action 2 Click the horizontal scrollbar. . you will view projected supply and demand information. In this example. 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. 6 End of Procedure.

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

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

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

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

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

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

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

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

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

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

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

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

. . . 5 Use the Query Material page to enter search criteria that determines what appears on . 2 Click the Inventory link. the Material Workbench page. Click the vertical scrollbar. . Page 310 . 3 Click the vertical scrollbar.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.

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

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

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

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

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

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

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

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. .

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

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

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

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

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

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

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

Training Guide
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Step Action 1 Click in the Subinventory field. 8 . 1 Enter the desired information into the Subinventory field. Enter "Stores". 9 . 2 Click the OK button. 0 . or Press [Alt+O]. 2 Click the OK button. 1 . or Press [Alt+O]. 2 Use the Move Orders page to approve the mass move. A move order is a formal 2 request for the movement of material within a single organization. .

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Step

Action 2 Click in the Number field. 3 . 2 Click the horizontal scrollbar. 4 . 2 Click the Approve button. 5 . or Press [Alt+A]. 2 You have completed the Performing a Mass Move procedure. 6 End of Procedure. .

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Performing a Mass Issue
You can use the Material Workbench page to generate a move order to mass issue the entire quantity of an item out of a subinventory. In this example, you will mass issue an item out of inventory.

Procedure

Step

Action 1 Begin by navigating to the Query Material page. . Click the vertical scrollbar. 2 Click the Inventory link. . 3 Click the vertical scrollbar. .

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

Step

Action 6 Click the Find button. . or Press [Alt+n].

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Step

Action 7 Click the Tools menu. . or Press [Alt+T]. 8 Click the Mass Issue menu. . or Press [I]. 9 Use the Destination Details page to enter the GL account to which you want to charge . the issue.

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Step

Action 1 Click in the Account field. 0 . 1 Enter the desired information into the Account field. Enter "01-580-7740-0000-000". 1 . 1 Click the OK button. 2 . or Press [Alt+O]. 1 Click the OK button. 3 . or Press [Alt+O].

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Step Action 1 Use the Move Orders page to approve the requisition the mass issue created. Notice 4 that the primary quantity appears automatically. .

Step

Action 1 Click the Approve button. 5 . or Press [Alt+A]. 1 You have completed the Performing a Mass Issue procedure. 6 End of Procedure. .

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Creating Reservations
A reservation is a link between a supply source and a demand source. You use the Item Reservation page to create a permanent link between a supply source and a demand source, and represents a guaranteed allotment of material to a specified demand source. In this example, you will create a reservation for a sales order.

Procedure

Step

Action 1 Begin by navigating to the Find Reservations page. . Click the vertical scrollbar. 2 Click the Inventory link. . 3 Click the vertical scrollbar. .

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Step Action 4 Click the Reservations link. . 5 Use the Find Reservations page to search for existing reservations. You also use this . page to begin a new reservation.

Step

Action 6 Click the New button. . or Press [Alt+N]. 7 Use the Item Reservations page to create new reservations. Item reservations prevent . the allocation of material you previously set aside for a sales order, or other sources. You cannot create reservations against items with a non-reservable material status. You also cannot create a reservation that causes on-hand quantity to be negative.

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Step

Action 8 Click in the Sales Order field. . 9 Enter the desired information into the Demand Header field. Enter . "64608.Mixed.ORDER ENTRY". 1 Click in the Line field. 0 . 1 Enter the desired information into the Demand Line field. Enter "1.1". 1 . 1 When you click in the Organization field, the sales order information appears 2 automatically. . 1 Click in the Organization field. 3 .

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

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

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

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

You can view the effective status only for on-hand quantity. . 4 . Step Action 1 Click in the Subinventory Status field. locator. or serial.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. 3 lot. Page 340 . 5 End of Procedure.

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

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

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

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

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Step

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

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Step

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

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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

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

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

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". 8 Click the Find button. . or Press [Alt+i]. . 7 Enter the desired information into the Item field. . Page 363 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

or Press [Alt+i]. Enter "Fingood". 4 . 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. 3 . 1 You must click in to another field for the Default Items and Default Lines buttons to 2 be enabled. 1 Click in the Default Deliver To field. 1 . . 1 Click the Lines button. Page 380 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. assignment group information. . it will delete all items and class assignments associated with the group. . 2 Click the Inventory link. Click the vertical scrollbar. . 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 . 5 Use the ABC Assignment Groups page to submit a concurrent request to purge ABC . 4 Click the ABC Assignment Groups link. 3 Click the vertical scrollbar.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Procedure

Step

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

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

Step

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

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

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Oracle EBS R12 Inventory

Step

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

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Step

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

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1 . or Press [Alt+P]. . 2 . 1 Click the OK button. or Press [Alt+O]. 1 You have completed the Purging Physical Inventory information procedure. 3 End of Procedure. 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. You use the Define Physical Inventory page to define physical inventory information. Page 470 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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