Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

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

Training Guide
Oracle EBS R12 Inventory

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page v

Training Guide
Oracle EBS R12 Inventory

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

Page vi

Training Guide
Oracle EBS R12 Inventory

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

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

Procedure

Page 1

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 2

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 3

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 4

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. the subinventory is replenished internally from another . 7 . 8 When you click Subinventory. 9 . subinventory within the same organization. 1 Click the Type list. Page 30 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

4 Click the Master Items link. . . Page 96 . or Press [Alt+V]. Step Action 5 Click the View menu. Click the vertical scrollbar.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. . .

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

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

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

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. 0 End of Procedure. you will cross reference the obsolete part number to the current part number. 9 . In this example. Assigning Cross Reference Types Cross reference types define relationships between items and entities such as obsolete part numbers or supplier items numbers. . 2 You have completed the Assigning Items to Categories procedure. Procedure Page 100 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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. 4 . Page 115 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 131 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Procedure Step Action 1 Begin by navigating to the Master Item page. you can select Reorder Point planning for an item in one organization. and Min-Max planning for the item in another organization. For example. 2 Click the Inventory link. Click the Vertical scrollbar. 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 will assign a finished good to an existing organization. You use the Organization Item page to change organization-level attributes.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 165 . 2 Click the Inventory link. . . 5 Use the Find/Lots Jobs page to search for existing lots. . Click the vertical scrollbar.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. 3 Click the vertical scrollbar. . .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

4 End of Procedure. In this example. .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. 1 You have completed the Creating a New Lot procedure. you will perform a miscellaneous receipt of an item and assign an existing lot to the transaction. 3 . Assigning Lot Numbers Within Transactions You can choose lot numbers for the line item quantity to issue or receive You can view the Lot Entry page only if the item is under lot control. Procedure Page 185 . You can choose to assign an existing lot or generate a new lot for the transaction.

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

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

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

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

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

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

Page 192 . . Before you can view . 8 Click the Find button. lot genealogy. or Press [Alt+d]. you must select an existing lot. Enter "PT55166".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. 7 Enter the desired information into the Item field. . .

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating the Transaction Types page. . Click the vertical scrollbar. . 2 Click the Inventory link. Page 235 . 4 Use the Transaction Types page to define additional transaction types to customize . transaction entry. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

There is no intermediary step when you perform a direct interorganization transfer. . Transferring Directly Between Organizations You use direct interorganization transfers to move inventory directly from a shipping organization to a destination organization. Procedure Page 259 . 4 End of Procedure.Training Guide Oracle EBS R12 Inventory Step Action 5 The Comments tab displays information such as the transaction reason and transaction 2 flow type if applicable. you will transfer an item directly to another organization. 3 . 5 You have completed the Viewing Material Transactions procedure. . In this example. 5 Click in the Reason field.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

Page 278

Training Guide
Oracle EBS R12 Inventory

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.

Page 279

Training Guide
Oracle EBS R12 Inventory

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 .

Page 280

Training Guide
Oracle EBS R12 Inventory
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.

Page 281

Training Guide
Oracle EBS R12 Inventory

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.

Page 282

Training Guide
Oracle EBS R12 Inventory

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].

Page 283

Training Guide
Oracle EBS R12 Inventory
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 .

Page 284

Training Guide
Oracle EBS R12 Inventory
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

Page 285

Training Guide
Oracle EBS R12 Inventory

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. .

Page 286

Training Guide
Oracle EBS R12 Inventory

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].

Page 287

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

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

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

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

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

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

8 Click the Receiving 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. . When you View by receiving. the View By pane and the 0 Quantity pane. 7 Click the On-hand option. when you select a view option on the Find Query page. 9 Click the Find button.you can only view by Location. You determine the information that appears on the View By pane . . 1 The Material Workbench page contains two panes. or Press [Alt+n]. Page 294 .

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

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

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

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

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

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

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

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

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

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

. 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.

9 Click the Find button. or Press [Alt+n].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. . . Page 307 . . Enter "CM11222". 1 The Material Workbench page provides you with information about the material in 0 your organization.

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

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

the Material Workbench page. . Page 310 . . 4 Click the On-hand Quantity link. Click the vertical scrollbar. 3 Click the vertical scrollbar. 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. 2 Click the Inventory link. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. .

Page 326

Training Guide
Oracle EBS R12 Inventory

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. .

Page 327

Training Guide
Oracle EBS R12 Inventory

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. .

Page 328

Training Guide
Oracle EBS R12 Inventory
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].

Page 329

Training Guide
Oracle EBS R12 Inventory

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.

Page 330

Training Guide
Oracle EBS R12 Inventory

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].

Page 331

Training Guide
Oracle EBS R12 Inventory
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. .

Page 332

Training Guide
Oracle EBS R12 Inventory

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. .

Page 333

Training Guide
Oracle EBS R12 Inventory
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.

Page 334

Training Guide
Oracle EBS R12 Inventory

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 .

Page 335

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

Page 337 . . information that appears on the Material Workbench page. 3 Click the vertical scrollbar. 4 Click the On-hand Quantity link. 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. . 2 Click the Inventory link. Click the vertical scrollbar. .

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 351

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 352

Training Guide
Oracle EBS R12 Inventory
Step Action 1 Click in the Source Subinv field. 1 . 1 Enter the desired information into the Source Subinv field. Enter "FGI". 2 . 1 Click in the Destination Subinv field. 3 . 1 Enter the desired information into the Destination Subinv field. Enter "Staging1". 4 . 1 Click in the Item field. 5 . 1 Enter the desired information into the Item field. Enter "AS10000". 6 . 1 If you entered a Transaction Type, a Source Subinventory, or a Destination 7 Subinventory in the Default alternative region, this information appears automatically . when you click in the Transaction Type field. 1 Click in the Transaction Type field. 8 . 1 Click the On Hand button. 9 . or Press [Alt+O].

Page 353

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 354

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 355

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 356

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 357

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 358

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 359

Training Guide
Oracle EBS R12 Inventory
Step Action 3 Click the Destination tab. 1 . 3 Use the Destination tab to enter the destination subinventory information if you did 2 not enter it in the Default alternative region. . 3 Click the Approve button. 3 . or Press [Alt+A]. 3 You have completed the Generating Move Order Requisitions procedure. 4 End of Procedure. .

Page 360

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. 3 Click the vertical scrollbar. 4 Click the Kanban: Pull Sequences link. . 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. 5 Use the Find Pull Sequence page to search for existing pull sequences or to create . . . 2 Click the Inventory link.

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

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

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

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

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

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

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

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

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

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

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. . you will view the demand detail for an item. 2 Click the Inventory link. Page 394 . . Procedure Step Action 1 Begin by navigating to the Find Demand History Items page. In this example. Click the vertical scrollbar. .

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

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

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

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

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

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

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

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

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

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

. 4 Click the ABC Codes: ABC Compiles link. . 5 Use the ABC Compiles page to create a new ABC compile. . or Press [Alt+N]. 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. Procedure Page 429 . 3 . you will submit an automatic schedule request. 1 You have completed the Generating Count Requests procedure. 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. 1 Click the Submit button. 2 . or Press [Alt+O]. Enter 1 "OrganizationCount". or Press [Alt+m]. 4 End of Procedure.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. .

Page 444

Training Guide
Oracle EBS R12 Inventory

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

Procedure

Step

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

Page 445

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

Step

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

Page 446

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

Page 447

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 448

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 449

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 .

Page 450

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

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

Procedure

Page 451

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 452

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 453

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

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

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

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

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

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. . Page 459 . to recount an item. or to reject the adjustment. . . The system uses the approval tolerances you entered when you defined the cycle count to determine which counts need approval. 5 Use the Count Adjustment Approvals Summary page to approve adjustments held . 4 Click the Approve Counts link. 3 Click the vertical scrollbar. Click the vertical scrollbar. .

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

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

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

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

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

3 . 4 . 2 . Page 465 . 1 Click the Display On-hand Quantity option. 1 Click the Display Serial Number option. Step Action 1 Click the Include Recounts Only option. range. this reports lists all counts that you need to perform within in a given date .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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Sign up to vote on this title
UsefulNot useful