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Sections

  • Inventory Setup
  • Defining Stock Locators
  • Defining Shortage Parameters
  • Defining Shipping Methods
  • Defining Organization Access
  • Defining Interorganization Shipping Networks
  • Defining Subinventories
  • Item Setup and Control
  • Defining Picking Rules
  • Defining Item Templates
  • Defining Item Status Codes
  • Defining Item Catalog Groups
  • Defining Customer Items
  • Defining Customer Item Cross References
  • Defining Cross Reference Types
  • Defining Commodity Codes
  • Defining Category Sets
  • Defining Categories
  • Defining and Viewing Pending Statuses
  • Copying Item Templates
  • Assigning Items to Categories
  • Assigning Cross Reference Types
  • Specifying Recommended Categories
  • Defining and Maintaining Item Information
  • Updating Organization Level Items
  • Defining Manufacturer Part Numbers
  • Defining Items
  • Defining Item Transaction Defaults
  • Defining Item Revisions
  • Defining Item Relationships
  • Assigning Subinventories to an Item
  • Assigning Items to Organizations
  • Assigning Items to Catalogs
  • Assigning Items to a Subinventory
  • Viewing Item Information
  • Lot Control
  • Updating Lot Information
  • Setting Up Lot Control
  • Displaying Lot Information
  • Defining Lot Action Codes
  • Creating a New Lot
  • Assigning Lot Numbers Within Transactions
  • Viewing Lot Genealogy
  • Serial Control
  • Setting Up Serial Number Control
  • Maintaining Serial Number Information
  • Generating Serial Numbers
  • Assigning Serial Numbers
  • Viewing Serial Number Genealogy
  • Material Status Control
  • Setting Up Material Status Control
  • Transaction Setup
  • Defining Consumption Transaction Rules
  • Defining Account Aliases
  • Defining Transaction Types
  • Defining Transaction Reasons
  • Transactions
  • Viewing Potential Shortages
  • Viewing Pending Transactions
  • Viewing Material Transactions
  • Transferring Directly Between Organizations
  • Transferring Consigned and VMI Material
  • Transferring Between Subinventories
  • Transferring Between Organizations Using Intransit Processes
  • Performing Planning Transfer Transactions
  • Performing Miscellaneous Transactions
  • Viewing Transaction Summaries
  • On Hand and Availability
  • Viewing On-Hand Quantities
  • Viewing Item Supply and Demand Information
  • Viewing Item Availability
  • Viewing Attribute Information
  • Updating a Grade
  • Performing a Status Update
  • Performing a Mass Move
  • Performing a Mass Issue
  • Creating Reservations
  • Viewing Status Information
  • Move Orders
  • Defining Pick Slip Grouping Rules
  • Allocating and Transacting Move Orders
  • Generating Move Order Requisitions
  • Planning and Replenishment
  • Replenishing Kanban Cards
  • Purging Replenishment Counts
  • Printing Kanban Cards
  • Generating Kanban Cards
  • Entering and Reloading Item Safety Stocks
  • Entering and Processing Replenishment Counts
  • Defining Kanban Pull Sequences
  • Defining Kanban Cards
  • Summarizing Demand Detail
  • Cost Accounting and Control
  • Maintaining Accounting Periods
  • ABC Analysis
  • Purging ABC Information
  • Defining and Running an ABC Compile
  • Defining ABC Item Assignments
  • Defining ABC Classes
  • Defining ABC Assignment Groups
  • Updating ABC Item Assignments
  • Cycle Accounting
  • Purging Cycle Count Information
  • Generating Count Requests
  • Generating Automatic Schedules
  • Entering Manual Schedule Requests
  • Entering Cycle Counts
  • Defining Cycle Count Items
  • Defining Cycle Count Classes
  • Defining and Maintaining a Cycle Count
  • Approving Cycle Count Adjustments
  • Requesting the Cycle Count List
  • Physical Inventory
  • Purging Physical Inventory Information
  • Defining a Physical Inventory
  • Processing Physical Inventory Adjustments
  • Generating Physical Inventory Tags
  • Entering and Voiding Physical Inventory Tags
  • Approving Physical Inventory Adjustments
  • Taking a Snapshot of Inventory Quantities

Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

COPYRIGHT & TRADEMARKS
Copyright © 2003, 2007, Oracle. All rights reserved. Powered by OnDemand Software. Distributed by Oracle under license from Global Knowledge Software LLC. © 1998-2007. All rights reserved. The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. This document is not warranted to be error-free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose. If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government’s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

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
Page iii

Training Guide
Oracle EBS R12 Inventory
Assigning Serial Numbers......................................................................................................209 Viewing Serial Number Genealogy........................................................................................216

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

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

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

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

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

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

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

ABC Analysis..................................................................................................................401
Purging ABC Information......................................................................................................401
Page iv

Training Guide
Oracle EBS R12 Inventory
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

Page v

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.

Page vi

Training Guide
Oracle EBS R12 Inventory

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

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

Procedure

Page 1

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.

Page 2

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.

Page 3

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

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

1 End of Procedure. In this example.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. You can enable the system to send material shortage alerts and notification whenever a material shortage occurs in an organization. 2 You have completed the Defining Stock Locators procedure. . 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. 0 . Procedure Page 7 .

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

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

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

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

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

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

1 You have completed the Defining Shipping Methods procedure. Page 14 . . a user logging in to an Oracle Manufacturing product is restricted to the organizations mapped to the selected responsibility. we will restrict an organization to the Oracle Inventory responsibility. enter and end date. 8 Click in the Code field. 2 . 0 . 1 Click the Save button. . Once you set up this mapping. 1 Click in the Lookup Code Description field. The change organization responsibility window is also restricted. The system uses this . Enter "DHL 3 Shipping".Training Guide Oracle EBS R12 Inventory Step Action 7 This is alphanumeric decode that describes the shipping method. Enter "000001_DHL". In this example. 1 Enter the desired information into the Lookup Code Description field. . 1 Enter the desired information into the Lookup Code Meaning field. 5 End of Procedure. 4 . 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. 9 Enter the desired information into the Code field. To remove an obsolete code you must disable code. code in the list of values for the shipping method field in the Inter-org Shipping Methods window. . Enter "DHL 1 Shipping". or change the meaning and description to match a replacement code. 1 Click in the Lookup Code Meaning field.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

6 . Page 32 . 2 . 5 .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. 2 Enter the desired information into the Picking UOM field. 2 Click in 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. . Enter "BOX". 3 . Enter "1". 2 The Pre-processing.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Step Action 7 Click in the Status field.Training Guide Oracle EBS R12 Inventory Step Action 4 Click the vertical scrollbar. Page 59 . if you set the status attribute BOM Allowed. 5 Click the Status Codes link. For example. 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. 6 Use the Item Status page to set status attributes that enable and disable the . Each status attribute allows you to enable the item for a particular use. . Enter "Pre-Prod".

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

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

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

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

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

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

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

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

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

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

. Page 70 . 5 Use the Find Customer Item Cross References page to search for existing cross . 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. 2 Click the Inventory link. Click the vertical scrollbar. 3 Click the vertical scrollbar. . references and to create new cross references. .

or Press [Alt+B].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 . . a customer item and an inventory item number. Page 71 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

or Press [Alt+N]. 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 . Step Action 6 Click the New button. .

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

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

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

. the item is assigned to the default category set and default category of the functional area. Assigning Items to Categories When you enable an item in a functional area. 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. Procedure Page 95 . you will assign a container item to the container items category set. 2 You have completed the Copying Item Templates procedure. 1 End of Procedure. 0 .

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

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

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

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

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

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

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

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

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

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

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 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2 Click the Inventory link. information you need to maintain the item. you enter only the . Page 122 . 3 Click the vertical scrollbar. When you define items. You define all items in the Master Item page. Oracle Inventory automatically switches to the Master Item page when you define a new item. . . You cannot define an item at the organization level. Click the vertical scrollbar. 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. . . 4 Click the Items: Master Items link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 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. In this example. 2 End of Procedure. You can also specify planning information and locators for the item in its assigned subinventories. Page 140 . 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. Assigning Subinventories to an Item You can assign a list of subinventories to an item. 1 . 2 You have completed the Defining Item Relationships procedure. This information is used to perform min-max planning and replenishment processing at the subinventory level.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

or Press [Alt+r].Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the To Subinv field. Page 263 . . 1 Click in the Quantity field. 8 . 2 Click the Lot / Serial button. Enter "Consigned". 9 . Enter "15". 1 Enter the desired information into the Quantity field. 7 . 1 Click the horizontal scrollbar. 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. 0 . 6 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Procedure

Step

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

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Step

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

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Step

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

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

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

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Procedure

Step

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

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Step

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

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

Step

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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. you can view material within . . On-hand material resides in a storage location. 3 Click the vertical scrollbar. . Page 293 . 2 Click the Inventory link. . on hand. Inbound material is en route to the warehouse. your organization. 4 Click the On-hand Quantity link. receiving and inbound. or material across organizations. Click the vertical scrollbar. . You can search for three types of material. Receiving material resides in a receiving subinventory and cannot be counted as on-hand quantity.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 318 . your organization. 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 . Page 319 . 0 . . 1 Click an entry in the On-hand tree control. . 1 Click the Tools menu. 2 . 1 Click the Defective tree item.Training Guide Oracle EBS R12 Inventory Step Action 8 Click an entry in the Organization tree control. or Press [Alt+T].

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory
Step Action 1 Click in the Subinventory field. 8 . 1 Enter the desired information into the Subinventory field. Enter "Stores". 9 . 2 Click the OK button. 0 . or Press [Alt+O]. 2 Click the OK button. 1 . or Press [Alt+O]. 2 Use the Move Orders page to approve the mass move. A move order is a formal 2 request for the movement of material within a single organization. .

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Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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Step

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

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

Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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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Training Guide
Oracle EBS R12 Inventory

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

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. .

Page 354

Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Oracle EBS R12 Inventory

Step

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

Page 357

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 358

Training Guide
Oracle EBS R12 Inventory

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. .

Page 360

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

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

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

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

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

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

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

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

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

1 You have completed the Printing Kanban Cards procedure. 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. Generating Kanban Cards Use the Generate Kanban Cards page to generate kanban cards. or Press [Alt+m]. 2 . 3 . In this example. 1 Click the Submit button. 1 Click the No button. Procedure Page 370 . . 5 End of Procedure. 4 . you will generate kanban cards.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Enter "SeattleCompile". Page 406 . 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. Enter "ABC Compile for the 1 Seattle Org". 0 . Step Action 8 Click in the Compile Name field. . . 9 Enter the desired information into the Compile Name field. 1 Click in the Description field. . .

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

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

5 Use the Assign ABC Items page to specify the cutoff point for each ABC class. or the % items from the ABC Descending Value Report for the last item to be included in each ABC class. 4 Click the Assign Items link. . . 3 Click the vertical scrollbar. the inventory value. can enter the sequence number. . . You . Click the vertical scrollbar. Page 409 .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. . 2 Click the Inventory link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 426 . In this example. 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. 5 End of Procedure. . Procedure Step Action 1 Begin by navigating to the Cycle Counts Summary page. .

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

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

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

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

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

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

5 End of Procedure. . Click the vertical scrollbar. 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. In this example. Page 433 .

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

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

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

5 Use the Cycle Count Entries page to enter actual on-hand count information. 3 Click the vertical scrollbar. . . . 2 Click the Inventory link. . Click the vertical scrollbar. Page 437 .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.

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

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

. There are two methods you can use to do this. Procedure Step Action 1 Begin by navigating to the Cycle Count Summary page. delete. The second method is to enter. Page 440 . you will use the Cycle Count Items page to adds items to your cycle count. 2 Click the Inventory link. . The first is to specify an existing ABC group from which to load your items. Click the vertical scrollbar. In this example. 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.

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

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

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

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

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Training Guide
Oracle EBS R12 Inventory

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. .

Page 445

Training Guide
Oracle EBS R12 Inventory
Step Action 4 Click the Cycle Counts link. . 5 Use the Cycle Count Summary page to query for existing cycle count header . information.

Step

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

Page 446

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

Page 447

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 448

Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory
Step Action 2 Enter the desired information into the Name field. Enter "Class A". 2 . 2 Click in the Counts Per Year field. 3 . 2 Enter the desired information into the Counts Per Year field. Enter "60". 4 . 2 Click in the Name field. 5 . 2 Enter the desired information into the Name field. Enter "Class B". 6 . 2 Click in the Counts Per Year field. 7 . 2 Enter the desired information into the Counts Per Year field. Enter "50". 8 . 2 Click in the Name field. 9 . 3 Enter the desired information into the Name field. Enter "Class C". 0 . 3 Click in the Counts Per Year field. 1 . 3 Enter the desired information into the Counts Per Year field. Enter "10". 2 .

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Training Guide
Oracle EBS R12 Inventory
Step Action 3 Click the Save button. 3 . 3 You have completed the Defining Cycle Classes procedure. 4 End of Procedure. .

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

Procedure

Page 451

Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

Page 453

. Enter "OrganizationCount". 9 Enter the desired information into the Name field. 1 Click in the Adjustment Account field. 3 . Enter "01-5802 7740-0000-000". 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. Page 454 . . 1 Click in the Inactive On field. 1 .Training Guide Oracle EBS R12 Inventory Step Action 8 Click in the Name field.

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

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

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

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

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

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

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

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

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. . . 4 Click the Cycle Counts link. . 5 Use the Cycle Counts Summary page to search for existing cycle counts. Page 463 . 3 Click the vertical scrollbar. . .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. Enter "FGI Physical Inventory". 7 Enter the desired information into the Name field. Page 480 . 1 Click in the Starting Tag field. date the physical inventory was created appears automatically. . . 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 . . 9 Click in the Description field. 8 When you click in the Description field.Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Name field.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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