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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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. . Material status controls the enabled 4 transactions for all material that resides inside the locator. Page 5 . 1 The Status is the material status for this locator. 3 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

The default value is the value you defined in the Organization Parameters page. Organization Parameters page. or you can modify it if you choose. 1 This is the purchase price variance for interorganization receipts in to standard cost 7 organizations.Training Guide Oracle EBS R12 Inventory Step Action 1 This is the Transfer Credit account used to collect transfer charges for the shipping 5 organization. 1 Click in the Purchase Price Variance field. 6 . 8 . You must enter an account if your receiving organization is using . The system automatically uses the default value you defined in the . Page 22 . standard costing. You can modify it if necessary. Step Action 1 Click in the Transfer Credit field.

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

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

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

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

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

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

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

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

0 .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. Page 31 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. Transactable. You 5 must enable this attribute if you want to enable the attributes: Stockable. Page 52 . . 4 . BOM Allowed and Build in WIP.

8 . You must set this attribute . 7 . Enter "Yes". if you want to transact an item. 0 . 1 Click the Enabled option. 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. 6 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Inventory Item Value field. 1 This item attribute enables you to stock the item. Page 53 .

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

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

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

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

.Training Guide Oracle EBS R12 Inventory Consider this scenario: You periodically make items that you do not want made available to customers. 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.. . . 2 Click the vertical scrollbar. Procedure Step Action 1 Begin by navigating to the Item Status page. Create a pre-production item status that enables you to automatically set the needed item attributes. 3 Click the Inventory link. Page 58 .

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

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

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

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

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

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

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

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

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

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

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

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

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 . a customer item and an inventory item number. or Press [Alt+B]. Page 71 . .

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

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

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

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

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

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

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

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

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

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

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

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

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

6 End of Procedure. Item statuses are made up of status attributes. Status attributes control the functionality an item over time. 4 . Enter "Children's Apparel".Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Description field. you have an item that is currently in the prototype phase. 5 . 1 Click the Save button. 1 You have completed the Defining Categories procedure. . Procedure Page 85 . In this example. You can use item statuses to change the item availability from prototype to active. 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 Begin by navigating to the Master Items page. Page 86 . . . 4 Click the Master Items link. 5 Use the Master Item page to define items and perform actions on items. 3 Click the vertical scrollbar. . Click the vertical scrollbar. 2 Click the Inventory link. . .

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

Training Guide Oracle EBS R12 Inventory Step Action 1 Click Pending Status. 1 Enter the desired information into the Effective Date field. Page 88 . 5 . . 2 . 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. Step Action 1 Click in the Effective Date field. Enter "10-Mar-2008". 4 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

5 . 1 You have completed the Assigning Items to Organizations 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. For example. When you assign an item to an item catalog group.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. Possible values for material might be glass or ceramic. 6 End of Procedure. . Procedure Page 151 .

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

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

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

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

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

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

7 Click the Item / Subinventory button. . Page 158 . . or Press [Alt+I]. 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.

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

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

4 Click the Items: Item Information link. Click the vertical scrollbar. Step Action 6 Click the All list item.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Item Information page. . information. . 2 Click the Inventory link. 5 Use the Find Item Information page to set the viewing criteria for viewing item . Page 161 . . 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

In this example. 2 Click the Inventory link. you will create the lot action code discard. Procedure Step Action 1 Begin by navigating to the Maintain Actions page. . .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. Click the vertical scrollbar. . 3 Click the vertical scrollbar. Page 179 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating the Transaction Types page. . 3 Click the Setup: Types link. . 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. transaction entry. Click the vertical scrollbar. Page 235 . 2 Click the Inventory link. .

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

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

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

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

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

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

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

8 Click the Find button. Page 243 . 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. . . 7 Enter the desired information into the Item field. Enter "CM66372". . or Press [Alt+i].Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Item field. It .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1 Enter the desired information into the Item field. 1 . Page 276 . 3 . You enter 2 the shipping subinventory. and optionally enter the destination subinventory if you . Step Action 1 Click in the Item field. Enter "AS18947". 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 use the Intransit Shipment page to enter information about the item. 4 .

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

Training Guide
Oracle EBS R12 Inventory

Procedure

Step

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

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Step

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

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Step

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

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

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

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Procedure

Step

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

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Step

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

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

Step

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

and the number you can transact. . may differ based on existing reservations and material status control. 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. 3 End of Procedure. 1 You have completed the Viewing Item Availability procedure. the number you can reserve. you will view the lot attributes. You can view the total 1 quantity. These numbers . Viewing Attribute Information You can use the Material Workbench page to view the attributes of a particular lot or serial. 2 . Page 303 .

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

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

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

. . Enter "CM11222". . 9 Click the Find button. or Press [Alt+n].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. 8 Enter the desired information into the Item / Revision field. Page 307 . .

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

7 End of Procedure. 6 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Attribute field. . In this example. 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. 1 You have completed the Viewing Attribute Information procedure. Page 309 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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Step

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

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

Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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

4 Click the On-hand Quantity link. . . 3 Click the vertical scrollbar. 2 Click the Inventory link. Page 337 .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. Click the vertical scrollbar. . . 5 Use the Query Material page to enter the search criteria which determines the .

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

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

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

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

. 3 Click the vertical scrollbar. .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Pick Slip Grouping Rules page. Page 342 . Click the vertical scrollbar. 4 Click the Setup: Pick Slip Grouping link. 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 .

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

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

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

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

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

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

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

or Press [Alt+O]. Generating Move Order Requisitions Use the Move Orders page to manually create new move orders. In this example. 2 You have completed the Allocating and Transacting Move Orders procedure. you will generate a move order requisition. 9 . 0 End of Procedure.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the OK button. 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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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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Replenishing Kanban Cards When a kanban card is empty. and how much should your order? Upon completion of this lesson. • Generate a forecast. You can however. • Purge replenishment counts.Training Guide Oracle EBS R12 Inventory Planning and Replenishment Planning and Replenishment involves answering two questions: When should you place a new order. • Enter and reload item safety stocks. Procedure Page 361 . • Generate kanban cards. • Define kanban pull sequences. • Replenish kanban cards. • Define a forecast rule. • Enter and process replenishment counts. This will change the card status to empty and trigger the necessary transactions to refill the kanban. you will be able to do: • Summarize demand detail. trigger kanban replenishment manually. you can replenish it systematically. you will manually trigger kanban replenishment. • Print kanban cards. • Define kanban cards. In this example.

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

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

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

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

Enter . 8 Click in the Count Name REQUIRED field. Enter . 0 . 7 Enter the desired information into the Processing Mode REQUIRED field. . "Concurrent processing". .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 Enter "Yes". . Page 366 . 1 Enter the desired information into the Delete Errored Counts REQUIRED field. "replen_fin". 9 Enter the desired information into the Count Name REQUIRED field.

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

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

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

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

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

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

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

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

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

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

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

4 Click the Counts link. Click the vertical scrollbar. . Page 378 . . 5 Use the Find Replenishment Count Headers page to create new replenishment . . 2 Click the Inventory link. 3 Click the vertical scrollbar. counts. . 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

0 End of Procedure. . 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. . . or Press [Alt+O]. Page 400 .Training Guide Oracle EBS R12 Inventory Step Action or Press [Alt+C]. 8 Click the OK button.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 . 5 Use the Update ABC Item Assignments page to change the ABC item class. . 2 Click the Inventory link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Procedure

Step

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

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

Step

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

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

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Oracle EBS R12 Inventory

Step

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

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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.

Page 453

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

4 Click the Physical Inventories link. .Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the Physical Inventories Summary page. 3 Click the vertical scrollbar. Click the vertical scrollbar. . 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. . . Page 492 . . 2 Click the Inventory link.

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

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

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