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Sections

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

Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

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

Training Guide
Oracle EBS R12 Inventory

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

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

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

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

Serial Control.................................................................................................................196
Setting Up Serial Number Control..........................................................................................196 Maintaining Serial Number Information.................................................................................203 Generating Serial Numbers.....................................................................................................206
Page iii

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

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

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

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory
Defining and Running an ABC Compile................................................................................404 Defining ABC Item Assignments...........................................................................................408 Defining ABC Classes............................................................................................................411 Defining ABC Assignment Groups........................................................................................414 Updating ABC Item Assignments..........................................................................................418

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

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

Page v

Training Guide
Oracle EBS R12 Inventory

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

Page vi

Training Guide
Oracle EBS R12 Inventory

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

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

Procedure

Page 1

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 2

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 3

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 4

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Enter "10-Mar-2008". 1 Enter the desired information into the Effective Date field. 2 . 5 . . Page 88 . 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. Step Action 1 Click in the Effective Date field.Training Guide Oracle EBS R12 Inventory Step Action 1 Click Pending Status. 4 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

The values on other tabs of the item master were also set as . Page 125 . 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. 1 Click the Done button. 6 .Training Guide Oracle EBS R12 Inventory Step Action or Press [Alt+A]. well. or Press [Alt+D]. 7 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. For example. you will assign a finished good to an existing organization. In this example. Page 147 . and Min-Max planning for the item in another organization. you can select Reorder Point planning for an item in one organization. Procedure Step Action 1 Begin by navigating to the Master Item page. . Click the Vertical scrollbar. 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.

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

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

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

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

Page 152 .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. 3 Click the vertical scrollbar. .. . 2 Click the Inventory link. 4 Click the Items: Master Items link. Click the vertical scrollbar. . . Step Action 5 Click the Find. . .. button.

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

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

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

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

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

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

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

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

4 Click the Items: Item Information link. information. . Click the vertical scrollbar. Page 161 . . 5 Use the Find Item Information page to set the viewing criteria for viewing item . 2 Click the Inventory link.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. When you select All you can view information for an item in all organizations where it is defined depending on your functional security.

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

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

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

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

8 Click the Find button. 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 . 9 Use the Item Lots page to update lot information. . . . or Press [Alt+d]. . Enter "678910".

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

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

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

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

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

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

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

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

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

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

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

. lot number. 8 You have completed the Displaying Lot Information procedure. item number. End of Procedure. 7 The Item Lots page depicts information about the lots within the organization such as . Page 178 . or Press [Alt+d]. and lot status. . 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

3 Click the vertical scrollbar. 5 Use the Find Serials page to search for existing serial numbers. . . . . . 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.

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

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

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

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

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

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

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

.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. . Page 212 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

During a transaction. Enter "AS54888". you will create a miscellaneous account alias. Procedure Page 231 . 4 . You can view report. and reserve against an account alias. 3 . 5 End of Procedure. 2 You have completed the Defining Consumption Transaction Rules procedure.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. 2 Click the Save button. Defining Account Aliases An account alias is an easily recognized name or label that represents a general ledger account number. In this example. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Procedure

Step

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

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Step

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

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Step

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

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

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

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Procedure

Step

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

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Step

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

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

Step

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

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

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

Procedure

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Step

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

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Step

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

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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 . Subinventory tab displays transaction subinventory information as well as the net quantity. and net volume. net value. Step Action 1 Click the Subinventory. 1 Click the Source Type tab. Locator tab. 4 . . The . Locator tab to view subinventory and locator transaction 3 history. 1 Use the Subinventory. 2 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 303 . These numbers . you will view the lot attributes. 3 End of Procedure. In this example.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. 2 . You can view the total 1 quantity. and the number you can transact. Viewing Attribute Information You can use the Material Workbench page to view the attributes of a particular lot or serial. Step Action 1 Click in the Material Location field. the number you can reserve. 1 You have completed the Viewing Item Availability procedure.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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Step

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

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

Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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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Oracle EBS R12 Inventory

Step

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

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Oracle EBS R12 Inventory

Step

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

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Oracle EBS R12 Inventory

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+-].

Page 357

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Oracle EBS R12 Inventory

Step

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

Page 358

Training Guide
Oracle EBS R12 Inventory

Step

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

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

Page 360

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

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

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

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

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

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

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

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

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

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

Click the vertical scrollbar. automatically appears. 5 When you navigate to the Generate Kanban Cards page. Page 371 . the System Items page. 3 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. . . This enables you enter the item for which you want to generate kanban cards. 2 Click the Inventory link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

• Define ABC item assignments. You can optionally use the ABC analyses you compile to drive your cycle counts where you might count items of high value (A items) very frequently. In this example. and items of lower value less frequently. • Update ABC item assignments. you will submit a request to purge an ABC assignment group. • Define an ABC classes.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. Up on completion of this lesson you will be able to: • Define and run an ABC compile. 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. Procedure Page 401 . • Purge ABC item information. • Define ABC assignment groups. Purging ABC Information You can submit a concurrent request to purge either ABC assignment groups or ABC compile information.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

5 Use the Cycle Count Summary page to query for existing cycle count information. 2 Click the Inventory link. . . . Page 430 . 4 Click the Cycle Counts 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 Counts Summary page.

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

1 Click the OK button. 2 . 4 . Step Action 1 Click the Include Control Group Items option. Page 432 . 1 Click the OK button. requests.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 . or Press [Alt+O]. 3 .

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

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

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

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

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

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

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

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

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

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

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

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

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Training Guide
Oracle EBS R12 Inventory

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

Procedure

Step

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

Page 445

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

Step

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

Page 446

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

Page 447

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 448

Training Guide
Oracle EBS R12 Inventory

Step

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

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

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

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

Procedure

Page 451

Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

Page 453

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

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

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

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

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

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

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

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

8 . 7 . 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.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. Procedure Page 462 . In this example. or Press [Alt+O]. 9 End of Procedure. 2 Click the OK button. 2 You have completed the Approving Cycle Count Adjustments procedure. .

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 476 .Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Inventory link. Step Action 6 Click the vertical scrollbar. . . 3 Click the vertical scrollbar. adjustments. . 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. 4 Click the Physical Inventories link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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