Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

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Training Guide
Oracle EBS R12 Inventory

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Training Guide
Oracle EBS R12 Inventory

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

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

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

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

Page 4

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

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

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

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

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

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

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

you will define the shipping method DHL for your organization. When you create a shipping method. you must enable it before you can use it in a shipping network. In this example. 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 . 4 You have completed the Define Shortage Parameters procedure. . Procedure Page 12 . 1 End of Procedure.

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

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

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

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

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

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

You must define a shipping network between two organizations before you can transfer material between organizations. organizations. 4 Click the Setup: Shipping Networks link. If you choose intransit. direct or intransit. Page 19 .Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Inventory link. and a receipt transaction is required at the destination organization. . 5 Use the Shipping Networks page to define a shipping network between two . 3 Click the vertical scrollbar. 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. . the system moves material to an intermediary state before it reaches the destination organization. When you setup a shipping network. . If you choose direct.

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

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

You must enter an account if your receiving organization is using . Page 22 . The default value is the value you defined in the Organization Parameters page. standard costing. or you can modify it if you choose. 8 . You can modify it if necessary. Organization Parameters page. 6 . The system automatically uses the default value you defined in the .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. 1 Click in the Purchase Price Variance field. 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.

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

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

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

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

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

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

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. . 5 . 1 If you select this parameter. Step Action 1 Click the Prespecified list item. you must create locator aliases for all locators within this 6 subinventory. Page 29 . .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. 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 Find Customer Item Cross References page. 4 Click the Customer Item Cross References link. . 5 Use the Find Customer Item Cross References page to search for existing cross . references and to create new cross references. . Page 70 . .

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

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

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

2 Click the Inventory link. . Click the vertical scrollbar. items an entities. 4 Click the Items: Cross References link. . . Page 74 . 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. .

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

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

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

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

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

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

You need to create a category for children's apparel. Enter "SALE". 8 . 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. 2 You have completed the Defining Category Sets procedure. . 1 Click the Save button. 9 . Procedure Page 81 . Defining Categories A category is a logical classification of items that have similar characteristics. 0 End of Procedure.

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

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

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

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

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

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

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

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

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

. or Press [Alt+N].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. . . 5 Use the Find Item Templates page to search for existing item templates. . Page 91 . Step Action 6 Click the New button.

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

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

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

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

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

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

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

7 . Page 99 . 1 Click in the Category field. 1 Enter the desired information into the Category field. 4 . 5 . 1 Enter the desired information into the Category Set field. Enter "ACCESSORY". 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. 6 . 8 .

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

4 Click the Cross References link. 2 Click the Inventory link. 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. You can assign multiple items to a cross reference type as well as assign an item to multiple cross reference types. 5 Use the Cross Reference Types page to select a cross reference type to assign to an . item. . Page 101 . You must select a cross reference type before you can assign it to an item. .

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

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

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

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. or Press [Alt+D]. . Page 105 .

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

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

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

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

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

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

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

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

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

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

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

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

. . Page 118 . part number. 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 Manufacturers page. 4 Click the By Manufacturers link. . 5 Use the Manufacturers page to select the manufacturer to which you associate the .

. for an item. 7 Click the Parts button. or Press [Alt+P]. Page 119 . 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. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Click the vertical scrollbar. . Defining Item Relationships You can define relationships between items. these relationship are for inquiry and reporting purposes. you will define a substitute item. Except in Oracle Receiving. Page 134 . . In this example. You can use these relationships to search for items. 7 End of Procedure.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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. 5 End of Procedure. 4 . Procedure Page 216 . 2 You have completed the Assigning Serial Numbers procedure. you will view the material transactions for an item. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. Page 246 . 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

6 Enter the desired information into the To Org field. Enter "Direct Org Transfer". destination subinventory. You enter the shipping subinventory and optionally the . . Page 261 . or Press [Alt+r]. 7 Click in the Type field. . Enter "B2". 8 Enter the desired information into the Type 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.Training Guide Oracle EBS R12 Inventory Step Action 5 Click in the To Org field. . . .

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

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

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

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

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

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

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

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

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

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

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

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

4 You use the Inter-organization Transfer page to enter information about the . . organization to which you are shipping. The shipment number uniquely identifies and item or group of items to transfer. 3 Click the Inter-organization Transfer link. Click the vertical scrollbar. . You can only enter valid organizations that you defined on the Shipping Networks page. Page 274 . 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. 2 Click the Inventory link.

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

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

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

Training Guide
Oracle EBS R12 Inventory

Procedure

Step

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

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Step

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

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Step

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

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

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

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Procedure

Step

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

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Step

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

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

Step

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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Step

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

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

Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Step

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

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Step

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

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1 Click the OK button. 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]. . 0 . 8 Click the Purge Group menu. . 9 Click the OK button. or Press [Alt+T]. . Page 403 .

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

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

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

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

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

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

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

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

4 Click the ABC Codes: ABC Classes link. . 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. You can use ABC classes to . . 3 Click the vertical scrollbar. Click the vertical scrollbar. 5 Use the ABC Classes page to create new ABC classes.Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the ABC Classes page. 2 Click the Inventory link. Page 412 . . .

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

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

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 . . associate it with an ABC compile. Click the vertical scrollbar. . Page 415 .Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the ABC Assignment Groups page. . 3 Click the vertical scrollbar. .

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

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

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

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

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

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

Purging Cycle Count Information Use the Cycle Counts Summary page to access the Purge Cycle Count Parameters page. You use this concurrent request to purge cycle count information. you will purge cycle count information. • Purge cycle count information. • Enter manual schedule requests. • Generate automatic schedules. Upon completion of this lesson. In this example. • Generate count requests. Procedure Page 422 . Cycle counting can also be a valuable tool to help identify patterns in the errors found. 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. and planning production. • Approve cycle count adjustments. • Enter cycle counts. • Approve cycle counts. • Define cycle count classes. Accurate system on-hand quantities are essential for managing supply and demand. maintaining high service levels. • Request the cycle count list.Training Guide Oracle EBS R12 Inventory Cycle Accounting Cycle counting it the periodic counting of individual items throughout the course of the year to ensure the accuracy of inventory quantities and values.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Procedure

Step

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

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

Step

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

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

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Step

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

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Step

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

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

1 Click the Display Serial Number option. 4 . 3 . 2 . 1 Click the Display On-hand Quantity option. range. Step Action 1 Click the Include Recounts Only option. 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. Page 465 .

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

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

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

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

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

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

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

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

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

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

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

or Press [Alt+T]. . . . 0 .Training Guide Oracle EBS R12 Inventory Step Action 8 Click in the Physical Inventory field. Page 477 . 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. 9 Click the Tools menu.

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

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

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

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

3 Click the vertical scrollbar. Click the vertical scrollbar. . Page 482 . . 2 Click the Inventory link. . . 5 Use the Physical Inventory Tag Counts page to enter the quantity for each tag.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. .

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

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

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

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

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

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

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

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

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

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

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

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

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