Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

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Training Guide
Oracle EBS R12 Inventory

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

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

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

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

Serial Control.................................................................................................................196
Setting Up Serial Number Control..........................................................................................196 Maintaining Serial Number Information.................................................................................203 Generating Serial Numbers.....................................................................................................206
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Oracle EBS R12 Inventory
Assigning Serial Numbers......................................................................................................209 Viewing Serial Number Genealogy........................................................................................216

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

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

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

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

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

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

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

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

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

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

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Training Guide
Oracle EBS R12 Inventory

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

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Training Guide
Oracle EBS R12 Inventory

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

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

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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3 . 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.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Storage Locator list item.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 . 7 . 1 You select the replenishment source for the subinventory from the Type list. Page 30 . 8 When you click Subinventory. 1 Click the Type list. 9 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

The more recent attribute values override previous values unless the previous value is not updateable. Defining Item Templates An Item template is a defined set of attribute values. When you apply a template to an item you overlay a set of values to the item definition. Consider this scenario: you are a product manager for an ice cream manufacturer. a template cannot change Transactable to Yes and leave Stockable to no. 8 End of Procedure. Procedure Page 48 . 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 2 You have completed the Defining Picking Rules procedure. Your company operates in a process manufacturing environment. For example. . An item template does not update the value of status attributes when the values conflict. if an item is transactional and stockable.

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

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

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

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

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

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

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

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

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

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

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

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

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

. 5 Use the Item Catalog Groups page to create a new item catalog. . . . Click the vertical scrollbar. . 2 Click the Inventory link. Page 62 . 3 Click the vertical scrollbar. 4 Click the Catalog Groups link.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 . at item definition. Page 63 . 8 Enter the desired information into the Name field. . . 1 Use the Item Catalog Group page to define any number of descriptive elements for an 0 item catalog group. . and whether the descriptive element value is included by default in the item catalog description.Training Guide Oracle EBS R12 Inventory Step Action 6 Click the New button. or Press [Alt+D]. Enter "Mugs". . 9 Click the Details button. 7 Click in the Name field.

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

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

Page 66 . 2 Click the Inventory link. we will define a finished good customer item and assign an appropriate shipping container. 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. . 4 Click the Customer Items link. Click the vertical scrollbar.

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

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

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

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

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

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

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

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

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

. 3 Click the vertical scrollbar. Procedure Step Action 1 Begin by navigating to the Customer Item Commodity codes page. . Click the vertical scrollbar. 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. you will define a commodity code for assemble-to-order items. In this example. 2 Click the Inventory link. Page 76 . .

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

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

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

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

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

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

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

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

Defining and Viewing Pending Statuses You can assign item statuses to items your items. Enter "Children's Apparel". You can use item statuses to change the item availability from prototype to active. Item statuses are made up of status attributes.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. but will be ready for launch to the general public in a few months. 6 End of Procedure. 5 . In this example. 4 . 1 Click the Save button. Procedure Page 85 . 1 You have completed the Defining Categories procedure. Status attributes control the functionality an item over time.

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

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

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

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

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

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

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

Step Action 1 Click in the Template field. You can choose 4 which item attribute groups to copy. 1 Use the Copy Template page to copy an existing item template. 3 . Enter "Finished Good". . 1 This copies the seeded template Finished Good. menu. 5 ... .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. Page 93 . Enter the desired information into the Template field.

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

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

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

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

2 . .Training Guide Oracle EBS R12 Inventory Step Action or Press [Alt+i]. or Press [Alt+T]. or Press [a]. 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. 1 . 1 Click the Categories menu. Step Action 1 Click the Tools menu.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

4 Click the Items: Master Items link. 2 Click the Inventory link. you enter only the . Oracle Inventory automatically switches to the Master Item page when you define a new item. Click the vertical scrollbar.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. Page 122 . 5 Use the Master Item page to define items. . . . . When you define items. information you need to maintain the item. You cannot define an item at the organization level. 3 Click the vertical scrollbar.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. ...

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

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

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

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

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

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

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

4 . The item is automatically assigned to the Master Organization in . 1 Click the Assigned option. This page lists all of the organizations within the Master Organization including the Master Organization. 2 . Page 150 . You can assign the item to as many organizations you would like. which it was defined. 0 . 3 .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. 1 Click the Assigned option.

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

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

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

Page 154 . 2 . . When you click in the 4 Name field the Descriptive Elements for the Catalog Group appear automatically. 3 . 1 Click the Catalog menu. 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.

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

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

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

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

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

a sine organization and its master organization. Depending upon the functional security assigned to your responsibility. 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. or across all organizations. . you can view the information for an item in a single organization. Procedure Page 160 . 4 End of Procedure. Viewing Item Information You can use the Find Item Information to quickly view all attributes categories. we will view the Inventory Planning Method across all organizations for item AS18947. In this example. or revisions for an item.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. If you do not click in the Lot. field then the Generate Lot button does not . 9 Enter the desired information into the Item field. field. 2 . Page 184 . Enter "678910". appear. . 1 Click in the Lot field. 1 Click the Generate Lot button.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. or Press [Alt+G]. 1 . you must click in the 0 Lot.

You can choose to assign an existing lot or generate a new lot for the transaction. 3 . 4 End of Procedure. Procedure Page 185 . 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. In this example.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. 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.

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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. 1 Click the Apply button. . and 2 overlay the item information on the template to the new item definition. Page 199 . or Press [Alt+A]. Enter "Finished Good". 4 . 3 . Step Action 1 Enter the desired information into the Template field.

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

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

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

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. 5 . 6 . 2 Click the Assigned option. In this example. 8 . 0 End of Procedure.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Org Assign button. 9 . you will view the serial information for an item. 3 You have completed the Setting Up Serial Number Control procedure. 7 . You can also view all serial numbers created in you current organization. 2 Click the Save button. Procedure Page 203 . 2 Click the Vertical scrollbar.

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

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

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

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

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

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

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

or Press [Alt+n]. Page 211 . Enter "WM579".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. . . . 8 Click the Find button.

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. Procedure Page 216 . 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. In this example. . 2 You have completed the Assigning Serial Numbers procedure. 4 .

. . . 4 User the Find Serials page to search for existing serial numbers. 3 Click the Serial Numbers link. .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. Step Action 5 Click in the Item field. Click the vertical scrollbar. Page 217 .

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

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

Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Material Transactions tab. Page 220 . 4 . . 6 End of Procedure. 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. and transaction type. . subinventory.

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

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

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

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

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

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

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

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

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

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

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

3 Click the vertical scrollbar. Page 232 . Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Account Aliases page. . You . 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. . 2 Click the Inventory link. . 4 Click the Account Aliases link. .

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

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

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

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

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

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

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

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

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

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

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

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

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

or Press [Alt+D]. Page 246 .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 . .

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

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

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

0 . or Press [Alt+o]. 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. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

3 Click the Subinventory Transfer link. you can transfer from asset to expense subinventories as well as from tracked to non-tracked subinventories. . . Page 270 . 4 You use the Subinventory Transfer page to select the type of subinventory transfer to . Click the vertical scrollbar. 2 Click the Inventory link. 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. The system allows you to use user-defined transaction types when you perform a subinventory transfer. . If an items has a restricted lists of subinventories. When you transfer between subinventories. The available choices are subinventory transfer and backflush transfer. perform.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2 . 1 Click an entry in the M1 tree control. 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 Click the S00286 tree item. Page 308 . or Press [Alt+A]. 3 . 1 . 1 Click the Attributes button.

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

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

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

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

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

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

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

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

. 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 . the Material Workbench page. . 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. Page 317 .

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

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

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

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

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

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

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

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

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

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Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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Step

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

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

Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Step

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

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Step

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

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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

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

Page 362 . 3 Click the vertical scrollbar. . 5 Use the Find Kanban Cards page to search for existing kanban cards. . 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. 2 Click the Inventory link. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

you will schedule a count request for an item. In this example. 5 End of Procedure.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. Page 433 . . Procedure Step Action 1 Begin by navigating toe the Manual Schedule Requests page. .

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

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

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

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

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

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

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

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

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

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

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

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

Procedure

Step

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

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

Step

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

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

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Step

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

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Step

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

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. Oracle Inventory does not stop inventory processing during a physical inventory. 7 Click in the Physical Inventory field. You must procedurally coordinate the snapshot of your physical inventory with your actual counting. 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. You also use this page to launch the snapshot concurrent request. Page 493 . 8 Click the Open button. and ensure not transaction activity occurs in a particular location until after you have performed your adjustments. 9 Use the Define Physical Inventory page to enter the physical inventory parameters. . or Press [Alt+O]. . . .

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

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