Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

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Training Guide
Oracle EBS R12 Inventory

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Training Guide
Oracle EBS R12 Inventory

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

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Training Guide
Oracle EBS R12 Inventory

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

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

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 27 . about the subinventory. or Press [Alt+N]. Step Action 6 Click the New button. 7 You use the Subinventories page to create new subinventories. . 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 .

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

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

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

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

2 Click in the Pre-Processing field. Processing and Post-Processing lead times are used by min-max 4 planning are used when you perform min-max planning at the subinventory level. Enter "1". Enter "BOX". . 3 . 5 . 2 . 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 Enter the desired information into the Pre-Processing field. Page 32 . 6 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. Page 62 . . 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 Item Catalog Groups page. . 5 Use the Item Catalog Groups page to create a new item catalog. . Click the vertical scrollbar. 4 Click the Catalog Groups link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. 2 Click the Inventory link.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 . to assign the item. 3 Click the vertical scrollbar. . Click the vertical scrollbar. Page 157 . 4 Click the Organizations: Subinventories link. .

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

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

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

Page 161 . 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.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Item Information page. . 4 Click the Items: Item Information link. information. 2 Click the Inventory link. . 5 Use the Find Item Information page to set the viewing criteria for viewing item . Click the vertical scrollbar. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 182 . . 3 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. Click the vertical scrollbar. 2 Click the Inventory link. . . 4 Click the Report Types link. .

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

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

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

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

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

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

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

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

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

you must select an existing lot. or Press [Alt+d]. Enter "PT55166". lot genealogy. 9 Use the Item Lots page to view information about existing lots. . Page 192 . Before you can view . 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.

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. Click the vertical scrollbar. . Page 217 .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. . 4 User the Find Serials page to search for existing serial numbers. . 3 Click the Serial Numbers link. Enter "WM579". . 2 Click the vertical scrollbar. Step Action 5 Click in the Item field. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. Enter . consigned and VMI information. Page 253 . "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. . 9 The Location tab of the Material Transactions page depicts where the item currently . resides as well as item information. Enter "AS18947". and transaction information. 8 Click the Find button. or Press [Alt+i]. 6 Click in the Item field. . 7 Enter the desired information into the Item field.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Procedure

Step

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

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Step

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

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Step

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

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

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

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Procedure

Step

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

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Step

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

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

Step

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Step Action 1 Click the Availability button. Page 302 . or Press [Alt+n]. organization. . . Enter "AS18947". or Press [Alt+i]. 0 . 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. 8 Click the Find button.

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

. . 4 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. . Click the vertical scrollbar. Page 304 . 3 Click the On-hand Quantity link. 2 Click the vertical scrollbar. the Material Workbench page.

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

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

. 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. Enter "CM11222". Page 307 . . 9 Click the Find button. or Press [Alt+n]. . .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the Query Material page. 3 Click the vertical scrollbar. . 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. 2 Click the Inventory link. . Page 322 . . Click the vertical scrollbar.

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

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

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

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

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Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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Step

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

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

Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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

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

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

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

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

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

4 Click the Setup: Pick Slip Grouping link. 3 Click the vertical scrollbar. . 5 Use the Pick Slip Grouping Rules page to create rules to organize how picking lines . Click the vertical scrollbar. . 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. . . 2 Click the Inventory link.

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

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

Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Low Order Number field. Page 345 . 8 Click the Find button. or Press [Alt+i]. 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 . to view move order information. Enter "1242". . .

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Step

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

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Step

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

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

8 Click the OK button. or Press [Alt+O]. 9 You do not have to save your work for the status change to take effect. .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. Page 400 .

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

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

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

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

. 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. 5 Use the ABC Compiles page to create a new ABC compile. . or Press [Alt+N]. . Step Action 6 Click the New button. Page 405 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. . 2 Click the Inventory link. .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Cycle Count Entries page. 4 Click the Cycle Count Entries link. . . .

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

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

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

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

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

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

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

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

Procedure

Step

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

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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].

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

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Oracle EBS R12 Inventory

Step

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

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2 .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. . 1 You have completed the Purging Physical Inventory information procedure. Defining a Physical Inventory You can define and maintain an unlimited number of physical inventories. Page 470 . 1 Click the OK button. 1 . or Press [Alt+P]. 3 End of Procedure. or Press [Alt+O].

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

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

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

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

Once you run the adjustment program. Due to the irreversible nature of this program. In this example. Procedure Step Action 1 Begin by navigating to the Physical Inventories Summary page. Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Processing Physical Inventory Adjustments After you finish entering physical inventory counts and approving adjustments. you will process physical inventory adjustments. you can submit the process that automatically posts the adjustments. Page 475 . 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. . 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2 Click the Inventory link. 3 Click the vertical scrollbar. . . 5 Use the Physical Inventories Summary page to view existing physical inventories. . Click the vertical scrollbar. . . 4 Click the Physical Inventories link. 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.

. 1 You should clear the pending transactions and transactions open interface before you 0 take a snapshot of your inventory quantities. You must procedurally coordinate the snapshot of your physical inventory with your actual counting. 7 Click in the Physical Inventory field.Training Guide Oracle EBS R12 Inventory Step Action 6 Click the vertical scrollbar. 8 Click the Open button. . . or Press [Alt+O]. 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. . 9 Use the Define Physical Inventory page to enter the physical inventory parameters. Oracle Inventory does not stop inventory processing during a physical inventory.

2 . 3 End of Procedure. or Press [Alt+S]. Page 494 . 1 Click the OK button. 1 . or Press [Alt+O].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. .

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