Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

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Training Guide
Oracle EBS R12 Inventory

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

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

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

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

Serial Control.................................................................................................................196
Setting Up Serial Number Control..........................................................................................196 Maintaining Serial Number Information.................................................................................203 Generating Serial Numbers.....................................................................................................206
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Oracle EBS R12 Inventory
Assigning Serial Numbers......................................................................................................209 Viewing Serial Number Genealogy........................................................................................216

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

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

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

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

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

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

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

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

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

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

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Training Guide
Oracle EBS R12 Inventory

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

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Oracle EBS R12 Inventory

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

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

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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

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

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

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

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

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

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

When you create a shipping method. you will define the shipping method DHL for your organization. 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. In this example. 0 . . Procedure Page 12 . Defining Shipping Methods Shipping methods are the way you ship material. 4 You have completed the Define Shortage Parameters procedure. 1 End of Procedure.

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

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

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

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

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

you will set up an intransit transfer type for your organization. 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. . . Page 18 .Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Defining Organization Access procedure. Click the vertical scrollbar. Procedure Step Action 1 Begin by navigating to the Shipping Networks page. In this example.

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

. 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 . . destination organization. 1 If you select Intransit. . Enter "M7". 1 Click the Transfer Type list. If you 1 choose this type of transfer. 0 . 7 Enter the desired information into the From field. . Enter "M1".Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the From field. Page 20 . 9 Enter the desired information into the To field.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. Click the vertical scrollbar. Page 58 .Training Guide Oracle EBS R12 Inventory Consider this scenario: You periodically make items that you do not want made available to customers. 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. 2 Click the vertical scrollbar. Create a pre-production item status that enables you to automatically set the needed item attributes. Procedure Step Action 1 Begin by navigating to the Item Status page..

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

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

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

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

. 1 Use the Item Catalog Group page to define any number of descriptive elements for an 0 item catalog group. Page 63 . and whether the descriptive element value is included by default in the item catalog description. or Press [Alt+D].Training Guide Oracle EBS R12 Inventory Step Action 6 Click the New button. Enter "Mugs". 7 Click in the Name field. at item definition. 9 Click the Details button. You can also determine whether the descriptive element is required . . . 8 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. . 1 Click in the Name field. 2 . Page 64 . 4 . 3 . Enter "Ceramic". Enter "1". 1 Enter the desired information into the Name field.

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

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

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

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

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

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

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

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

Defining Cross Reference Types You use cross reference types to define relationships between items and entities such as obsolete item numbers or supplier item numbers. In this example. you will create a cross reference type for obsolete item numbers. 5 . 1 You have completed the Defining Customer Item Cross References procedure.Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Rank field. Procedure Page 73 . 1 Click the Save button. . 4 . Enter "2". 6 End of Procedure.

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

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

3 Click the vertical scrollbar. 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. Procedure Step Action 1 Begin by navigating to the Customer Item Commodity codes page. . In this example. you will define a commodity code for assemble-to-order items. Page 76 . 2 Click the Inventory link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 131 . 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. ..

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

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

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

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

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

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

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

0 . Page 139 .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. 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. . 2 You have completed the Defining Item Relationships procedure. You restrict an item to the list of subinventories by setting the Restrict Subinventories attribute when you define or update an item. Assigning Subinventories to an Item You can assign a list of subinventories to an item. 1 . 2 End of Procedure. you will assign and item to a subinventory and set the minimum and maximum order quantities. In this example. You can also specify planning information and locators for the item in its assigned subinventories. This information is used to perform min-max planning and replenishment processing at the subinventory level.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

8 You have completed the Displaying Lot Information procedure. End of Procedure. and lot status. Page 178 . . . Step Action 6 Click the Find button.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 . or Press [Alt+d]. lot number. item number. .

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

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

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

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

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

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

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

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

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

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

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

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

. Page 191 . 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. 2 Click the Inventory link. .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating the Find Lots/Jobs page.

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

Procedure Page 196 . You can use serial numbers to track items over which you want to maintain very tight control. you will create an item and set predefined as the serial control option. • Assign serial numbers. Upon completion of this lesson.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. In this example. 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. Serial number control is a system technique for enforcing the user of serial numbers during a material transaction. • Generate serial numbers. You use serial numbers to track individual item units. • Maintain serial number information. • View serial number genealogy. you will be able to: • Set up serial number control.

3 Click the vertical scrollbar. 4 Click the Items: Master Items link. . 2 Click the Inventory. Click the vertical scrollbar. . 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. . . Page 197 . Vision Operations (USA) link.

1 . 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. 1 Click the Tools menu. . or Press [Alt+T].. 1 Click the Copy From. 0 . Enter "Serial Controlled . Item". . menu. Page 198 .. 8 Click in the Description field. .

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

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

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

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

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

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

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. or Press [Alt+i]. 9 Click the Find button.Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Item field. . . . Enter "WM579". 8 Click in the Description field. . Page 205 . .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

or you can access the Lot Entry page from this page as well. 6 Enter the desired information into the Type field. Optionally. you can enter the lot information directly on this page. . you can enter a transaction reason on this page as well. Enter "Subinventory Transfer". . If the item is under lot or serial control you can enter the lot control. . information. If the item is under serial control. Page 271 . or Press [Alt+r]. 7 Click the Transaction Lines button. 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. you can access the Serial Entry page from this page.

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Procedure

Step

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

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Step

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

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Step

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

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

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

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Procedure

Step

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

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Step

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

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

Step

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 . Click the vertical scrollbar. Page 301 . 2 Click the Inventory link. 3 Click the vertical scrollbar. . . information that you view on the Material Workbench page. Step Action 6 Click in the Item / Revision field. 4 Click the On-hand Quantity link. . .

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

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

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

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

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

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

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

. Page 309 . 7 End of Procedure. In this example. 6 . 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. you will update a grade. 1 You have completed the Viewing Attribute Information procedure.

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Tools menu. it changes . Page 315 . or Press [G]. 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. or Press [Alt+T]. 0 . You enter 2 the new grade and the reason for the change. the grade for the entire lot. 1 .

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

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

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

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

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

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

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

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

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

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

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

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Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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Step

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

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

Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Step

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

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Step

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

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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

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

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

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

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

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

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

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

4 Click the Kanban: Print Kanban Cards link. cards. . 5 Use the Parameters page to restrict the parameters for which you want to print kanban . 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 to the Print Kanban Cards page. . Page 368 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

new pull sequences. 2 Click the Inventory link. 4 Click the Kanban: Pull Sequences link. Page 383 . 3 Click the vertical scrollbar. 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. .

Page 384 .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. . .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

5 End of Procedure. Procedure Step Action 1 Begin by navigating to the Cycle Counts Summary page. .Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Purging Cycle Count Information procedure. . 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. Page 426 .

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

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

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

. Page 430 . 5 Use the Cycle Count Summary page to query for existing cycle count information. . . . 4 Click the Cycle Counts 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 Cycle Counts Summary page.

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

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

Entering Manual Schedule Requests You use the Manual Schedule Requests page to manually schedule a count request for an item. Page 433 . In this example. you will schedule a count request for an item. Click the vertical scrollbar. . 5 End of Procedure. .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.

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

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

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

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

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

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

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

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

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

You select the ABC 2 class to which the item belongs and optionally associate the positive and negative . Enter "Class AA". 5 . Page 443 . 1 Enter the desired information into the Class Name field. quantity variances. 1 Click in the Item field. 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. 4 . 3 .

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

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

Procedure

Step

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

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

Step

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

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

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Step

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

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Step

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

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 494 . . or Press [Alt+S]. 1 Click the OK button. or Press [Alt+O]. 1 . 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. 3 End of Procedure.