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
Oracle EBS R12 Inventory

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

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

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. Page 18 . 9 End of Procedure. In this example. you will set up an intransit transfer type for your organization. Procedure Step Action 1 Begin by navigating to the Shipping Networks page. . Click the vertical scrollbar. 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 must define a shipping network between two organizations before you can transfer material between organizations. When you setup a shipping network. 4 Click the Setup: Shipping Networks link. If you choose intransit. .Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Inventory link. 3 Click the vertical scrollbar. direct or intransit. If you choose direct. organizations. . and a receipt transaction is required at the destination organization. the system moves material to an intermediary state before it reaches the destination organization. 5 Use the Shipping Networks page to define a shipping network between two . 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. Page 19 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

the system allocates the lowest lot number of the item in the lowest locator number where the item resides. 2 Use the Rules Workbench page to assign your picking rule. or Press [Alt+A].Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. you can assign it to an item on the Rules Workbench page. 0 . The . 1 . You can assign your rule to any combination of criteria the Rules Workbench page displays. For example. 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. You can modify the sequence number. 2 Click the Assignment button. if you create a picking rule that allocates material by lot number in ascending order followed by locator in ascending order. This means for picking. system automatically assigns a sequence number and return type to the rule. Page 46 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Click the vertical scrollbar. You must select an item catalog . group with which you want to specify categories. 2 Click the Inventory link. 3 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 . . .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. . . 3 Click the vertical scrollbar. Page 141 . 4 Click the Items: Master Items link. . 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

or revisions for an item.Training Guide Oracle EBS R12 Inventory Step Action 1 You have successfully complete the Assigning Items to a Subinventory procedure. In this example. Procedure Page 160 . 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. The functional security assigned to your responsibility determines for which organizations you can view item information. 4 End of Procedure. or across all organizations. you can view the information for an item in a single organization.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. or assign expiration actions on the Lot Master. 5 You use the Action Codes page to define lot expiration actions. or when you transact the item. 7 Click in the Action Code field.Training Guide Oracle EBS R12 Inventory Step Action 4 Click the Action Codes link. action to an item if you set the item attribute shelf life control on the Master Item page. 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. . Page 180 . You can determine a default expiration action on the Master Item page. You can assign a lot . Enter "DISC". Step Action 6 Click the New button.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 .

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

8 . Page 214 .2. 9 . 7 .Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Locator field. 6 . Step Action 1 Click in the Starting Serial Number field. 1 Click the Lot .Serial button. 1 Use the Serial Entry page to assign serial numbers to items upon receipt. Enter "1.2".

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

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

4 User the Find Serials page to search for existing serial numbers. Page 217 . . . 3 Click the Serial Numbers link. . 2 Click the vertical scrollbar. . . Click the vertical scrollbar. Enter "WM579". .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Serial page. Step Action 5 Click in the Item field. 6 Enter the desired information into the Item 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. . or Press [Alt+i]. . 8 Click the Find button. Step Action 9 Click the vertical scrollbar. Page 218 .Training Guide Oracle EBS R12 Inventory Step Action 7 Click in the Description field. .

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

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

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

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

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

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

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

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 .

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

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

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

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

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

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

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

It is used to classify a particular transaction for reporting and querying purposes. 4 End of Procedure. Defining Transaction Types A transaction type is the combination of a transaction source type and a transaction action. 3 .Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the null field. 2 . 1 Click the Save button. In this example. . you will create transaction type for a goodwill donation. Procedure Page 234 . 1 You have completed the Defining Account Aliases procedure. 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.

3 Click the Setup: Types link. . Page 235 . Click the vertical scrollbar. . . 4 Use the Transaction Types page to define additional transaction types to customize . 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. transaction entry. 2 Click the Inventory link.

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

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

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

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

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

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

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

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

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

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

Page 246 . 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. . 4 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

4 . 8 End of Procedure. 1 Enter the desired information into the To Subinv field. Enter "15". 5 . Procedure Page 273 . In this example you will transfer an item to another organization. 6 . Enter "Stores". 7 . 1 Click the Save button. . 1 Click in the To Subinv 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.Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Quantity field.

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Procedure

Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

grade control. 1 . 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. 2 . When 4 you view by grade. Page 313 . 1 Click in the Description field. 0 . 1 Enter the desired information into the Item / Revision field. 1 Click the Find button. Enter "Strawberries". 3 . you can see all of the items in your organization under lot and . or Press [Alt+n].

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

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

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

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

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

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

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

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

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

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

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

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

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

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Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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Step

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

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

Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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

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

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

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

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

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

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

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

2 Click the Inventory link. 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. . 3 Click the vertical scrollbar. Click the vertical scrollbar. . .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Move Order Lines page. .

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

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

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

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

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

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

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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Oracle EBS R12 Inventory

Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. 1 Click the Lines button. . Page 380 . 4 . . 1 You must click in to another field for the Default Items and Default Lines buttons to 2 be enabled. Enter "Fingood". 1 Use the Replenishment Count Lines page to enter item and quantity information for 5 your replenishment count. 1 . or Press [Alt+i]. 3 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

3 Click the vertical scrollbar. . it will delete all items and class assignments associated with the group. . assignment group information. Page 402 . . . 5 Use the ABC Assignment Groups page to submit a concurrent request to purge ABC . When you submit the concurrent request.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. 2 Click the Inventory link. Click the vertical scrollbar.

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

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

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

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

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

. and all items in the ABC compile must be assigned to an ABC class. you will define ABC item assignments. Defining ABC Item Assignments When you define ABC assignment you specify the cutoff point for each ABC class. 0 End of Procedure. In this example.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. Procedure Page 408 .

Click the vertical scrollbar. 2 Click the Inventory link. You . 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. . 3 Click the vertical scrollbar. 5 Use the Assign ABC Items page to specify the cutoff point for each ABC class. the inventory value. or the % items from the ABC Descending Value Report for the last item to be included in each ABC class. Page 409 . can enter the sequence number. . . 4 Click the Assign Items link. . .

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

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

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

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

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

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

9 Enter the desired information into the Compile Name field. Enter "onhandquantity". 8 Click in the Compile Name field. . Enter "SeattleCompile".Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Group Name field. . 1 Click in the Valuation Scope field. Page 416 . . 1 . . . 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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