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

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

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

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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 .

Page 4

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. . 5 . Step Action 1 Click the Prespecified list item. 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. 1 If you select this parameter.Training Guide Oracle EBS R12 Inventory Step Action 1 If you select Prespecified for the subinventory. Page 29 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Click the vertical scrollbar. 5 Use the Cross Reference Type page to create a cross reference type that you assign to . Page 74 . . 3 Click the vertical scrollbar.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. . . 2 Click the Inventory link. items an entities. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. Page 91 . . 7 Use the Item Template page to enter new item templates. 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. .

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

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

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

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

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

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

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

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

In this example. 9 . Procedure Page 100 . you will cross reference the obsolete part number to the current part number. 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.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. Assigning Cross Reference Types Cross reference types define relationships between items and entities such as obsolete part numbers or supplier items numbers. 0 End of Procedure. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. . 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. 3 Click the vertical scrollbar. Page 127 . . . Click the vertical scrollbar. 2 Click the Inventory link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. Step Action 5 Click the Find. . button. .. Page 148 . 4 Click the Items: Master Items link..

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

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

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

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

8 Enter the desired information into the Item field. or Press [Alt+i]. 1 . Page 153 . 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. 1 Click in the Description field. 0 . the item description appears automatically. . . Enter "MugAA".

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

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

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

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

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]. Page 158 . . subinventory. 7 Click the Item / Subinventory button.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. . you will perform a miscellaneous receipt of an item and assign an existing lot to the transaction. 4 End of Procedure. 3 . Procedure Page 185 . Assigning Lot Numbers Within Transactions You can choose lot numbers for the line item quantity to issue or receive You can view the Lot Entry page only if the item is under lot control. In this example.

3 Click the Miscellaneous Transaction link. . 4 Use the Miscellaneous Transaction page to perform different types of transactions. this case. . . Click the vertical scrollbar. In .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. you are going to receive material in to a subinventory. 2 Click the Inventory link. Page 186 . .

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

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

0 . Step Action 2 Click in the Lot Number field. 8 .Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Quantity field. 1 Click the Lot / Serial button. 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. Page 189 . Enter "600". . or Press [Alt+r]. 7 .

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

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. 2 Click the Inventory link. . 4 Click the Report Types link. . . 3 Click the vertical scrollbar. Click the vertical scrollbar. . . Page 191 .

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

0 . . Enter "6789101112". . . or Press [Alt+O].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 . 8 Click the OK button. 1 Click in the Quantity field. 9 Use the Parameters page to enter the serial quantity to generate.

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

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

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

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

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

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

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

. Procedure Page 216 . you will view the material transactions for an item. 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. 4 . In this example.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. 2 You have completed the Assigning Serial Numbers procedure.

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

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

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

Page 220 . 4 . and transaction type. 6 End of Procedure. .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 5 as the transaction date. subinventory. 1 You have completed the Viewing Serial Number Genealogy procedure.

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

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

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

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

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

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 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. . 7 Enter the desired information into the Item field. It . 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. Page 243 . Enter "CM66372". 8 Click the Find button. . 9 The View Potential Shortages page displays a summary of the potential shortage. or Press [Alt+i].

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

There is no intermediary step when you perform a direct interorganization transfer. 4 End of Procedure. 3 . 5 Click in the Reason 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. 5 You have completed the Viewing Material Transactions procedure. 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. . In this example.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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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4 . Locator tab. Locator tab to view subinventory and locator transaction 3 history. and net volume. Step Action 1 Click the Subinventory. 2 . 1 Use the Subinventory. 1 Click the Source Type tab. . Page 288 .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. Subinventory tab displays transaction subinventory information as well as the net quantity. net value. The .

Training Guide Oracle EBS R12 Inventory Step Action 1 Use the Source Type tab to view the transaction source type. 6 . 2 Click the Source / Transaction Type tab. 7 . 8 . 2 . 1 Click the Action tab. 1 Click the Transaction Type tab. 5 . 2 Click the Right button. 0 . 1 Use the Transaction Type tab to view the transaction type information. Page 289 . 9 . . 1 Use the Action tab to view the transaction action. 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 2 Click the Cost Group menu. 2 Use the Cost Group tab to group cost group information. 4 . Page 290 . 3 .

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

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

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

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

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

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

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

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

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

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

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

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

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

. 3 Click the On-hand Quantity link. 2 Click the vertical scrollbar. Page 304 . . Click the vertical scrollbar. 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. 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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Step

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

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

Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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 347 . . or Click the Select Available Inventory button. 3 .

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

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

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

Training Guide
Oracle EBS R12 Inventory

Step

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

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Step

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

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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

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

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

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

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

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

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

3 . 5 . or Press [Alt+O]. you will print kanban cards. 1 Click the Yes button. or Press [Alt+Y]. 1 Click the Submit button. 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. 6 End of Procedure. or Press [Alt+m]. 4 . 1 You have completed the Purging Replenishment Counts procedure. 1 Use the Purge Replenishment Counts page to submit the concurrent request. . 2 . In this example. Procedure Page 367 .

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

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

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

Click the vertical scrollbar. the System Items page. . automatically appears. 2 Click the Inventory link. 4 Click the Kanban: Generate Kanban Cards link. Page 371 . 5 When you navigate to the Generate Kanban Cards page. 3 Click the vertical scrollbar.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. . .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

• Define ABC item assignments. you will submit a request to purge an ABC assignment group. You can optionally use the ABC analyses you compile to drive your cycle counts where you might count items of high value (A items) very frequently. Procedure Page 401 . • Update ABC item assignments. • Define ABC assignment groups. 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. In this example. • Purge ABC item information. • 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. and items of lower value less frequently.

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

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

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

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

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

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

0 End of Procedure. . 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. Procedure Page 408 . and all items in the ABC compile must be assigned to an ABC class. In this example.

Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Assign ABC Items page. . Page 409 . . . . . 5 Use the Assign ABC Items page to specify the cutoff point for each ABC class. 2 Click the Inventory link. Step Action 6 Click in the ABC Group field. can enter the sequence number. 3 Click the vertical scrollbar. 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. You . Click the vertical scrollbar. the inventory value.

of the item information also appears automatically when you enter information in one of the fields. . 1 . Enter "20". 1 Click in the Items field. Enter "20". 0 . 9 If you choose to enter %Items. 1 Enter the desired information into the Items field. 6 . 5 . Enter "5". 1 Enter the desired information into the Items field. . 1 Enter the desired information into the Items field. 1 Click in the Items field. 3 . 1 Click in the Items field. 1 Click in the Items field. 8 Click the Find button. Enter "OnHandABC". Enter "10". 4 . Page 410 . or Press [Alt+i]. 2 . 7 . 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. 1 Enter the desired information into the Items field. The rest .

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

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

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

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

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

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

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

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

Click the vertical scrollbar. Page 419 . . . . 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. 5 Use the Update ABC Item Assignments page to change the ABC item class. . . 4 Click the Update Item Assignments link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. delete. In this example. or update he items you want included or excluded using the Cycle Count Items page. . Procedure Step Action 1 Begin by navigating to the Cycle Count Summary page. you will use the Cycle Count Items page to adds items to your cycle count. The second method is to enter. Page 440 . 2 Click the Inventory link. There are two methods you can use to do this.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.

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

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

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

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

Step

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

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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

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

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

Procedure

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Oracle EBS R12 Inventory

Step

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

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

1 Enter the desired information into the Late Days field. you can enter counts for items not scheduled 8 to be counted. 7 . 1 Click in the Late Days field. 4 . 2 Click the Display System Qty option. 2 Click the Specific option. . 2 Click in the Maximum field. 1 Click the Unscheduled Entries option.Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Inactive On field. Page 455 . Enter "2". Enter "2". 4 . . 9 . 1 . Enter "14-Apr-2008". 2 . 0 . 6 . 3 . 2 Click the Automatic Recounts option. 1 The Late Days field represents the number of workdays that can pass after you 5 generated the count request before the request is late. 1 When you select Unscheduled Entries. 2 Enter the desired information into the Maximum field.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 479 . numbers. A tag contains the count for a group of a given item.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Generate Physical Inventory Tags page. . Click the vertical scrollbar. 4 Click the Tag Generation link. 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. . . 3 Click the vertical scrollbar. . 2 Click the Inventory link. Although you can record only one item on a tag.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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