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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Procedure Step Action 1 Begin by navigating to the Shipping Networks page. . Page 18 . . 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. In this example.Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Defining Organization Access procedure. you will set up an intransit transfer type for your organization. Click the vertical scrollbar.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. Page 40 . 4 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

6 End of Procedure. 4 . 5 . Enter "2". In this example. Procedure Page 73 . . 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. you will create a cross reference type for obsolete item numbers. 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

You can also assign an item to additional categories. 0 . Procedure Page 95 . 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. .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. 2 You have completed the Copying Item Templates procedure. In this example. 1 End of Procedure.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. . 2 Click the Inventory link. 6 Use the Find Master Items page to search for existing items. . Click the vertical scrollbar. . Page 152 . . 3 Click the vertical scrollbar. . . 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. Step Action 5 Click the Find.

. or Press [Alt+i]. 8 Enter the desired information into the Item field. . Enter "MugAA". 9 When you click in the Description field.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. . the item description appears automatically. Page 153 . 0 . 1 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. . 5 You use the Consumption Setup page to designate which transaction to use when you . consuming consigned or vendor-managed inventory. . 3 Click the vertical scrollbar. Click the vertical scrollbar. 2 Click the Inventory link. Page 228 . 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. .

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

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

5 End of Procedure. 2 Click the Save button. During a transaction. . You can view report.Training Guide Oracle EBS R12 Inventory Step Action 2 Enter the desired information into the Item field. 2 You have completed the Defining Consumption Transaction Rules procedure. Procedure Page 231 . 4 . Enter "AS54888". 3 . 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. In this example. you will create a miscellaneous account alias. and reserve against an account alias.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 250 . 0 .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. . or Press [Alt+o].

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

you will transfer an item between two subinventories. 1 Click in the Quantity field. 8 . Enter "15". In this example. Procedure Page 269 . . 1 Click the horizontal scrollbar. 6 . 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. 1 Click the Save button.Bridgeville". . 5 . Transferring Between Subinventories You use the Subinventories Transfers page to transfer material within your current organization between subinventories or between two locators within the same subinventory. 1 Enter the desired information into the Quantity field. Enter "Pittsburgh 4 Electronics . 7 . 9 End of Procedure.

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

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

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

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

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

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

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

2 Click the Save button. you will perform a planning transfer transaction. 6 . 1 Enter the desired information into the To Subinv field. . 1 Click in the To Subinv 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. the supplier determines the items. Enter "Stores". End of Procedure. Enter "100". Page 277 . 1 Click in the Quantity field. 7 . 5 . 2 You have completed the Transferring Between Organization Using Intransit 2 Processes procedure. In this example. 0 . 1 . 9 .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. 2 Enter the desired information into the Quantity field. Enter "FGI". 8 . 1 Enter the desired information into the Subinventory field.

Training Guide
Oracle EBS R12 Inventory

Procedure

Step

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

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Step

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

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Step

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

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

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

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Procedure

Step

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

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Step

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

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

Step

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

You determine the information that appears on the View By pane . 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. 9 Click the Find button. or Press [Alt+n]. . 7 Click the On-hand option.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. When you View by receiving. .you can only view by Location. 8 Click the Receiving option. the View By pane and the 0 Quantity pane. . Page 294 .

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

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

Procedure Page 297 . 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. In this example. you will view projected supply and demand information. 6 End of Procedure.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the horizontal scrollbar. 2 You have completed the Viewing On-hand Quantities procedure. . 5 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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Step

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

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

Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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

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

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

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

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

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

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

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

. 4 Click the Transact Move Orders link. Page 344 . . . Click the vertical scrollbar. 3 Click the vertical scrollbar. 2 Click the Inventory link. . . 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.

. 8 Click the Find button.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. Page 345 . . . Enter "1242". 9 Use the Transact Move Orders page to allocate and transact entire move orders and . to view move order information. or Press [Alt+i].

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

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

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

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

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

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

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

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

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

. Use the Parameters page to enter the processing mode. 2 Click the Inventory link. Click the vertical scrollbar. . Page 365 . the count name. automatically appears. the Parameters page . . 3 Click the vertical scrollbar. 4 Click the Replenishment Counts: Purge link. . 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. 5 When you navigate to the Purge Replenishment Counts page.

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

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

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

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

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

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

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

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

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

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

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

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

4 Click the Counts link. . . 5 Use the Find Replenishment Count Headers page to create new replenishment . 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. . . . Step Action 6 Click the New button. Click the vertical scrollbar. counts. 2 Click the Inventory link.

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

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

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

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

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

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

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

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

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

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

create new kanban cards. Click the vertical scrollbar. 4 Click the Kanban: Kanban Cards link. Page 389 . 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. . 3 Click the vertical scrollbar. . 2 Click the Inventory link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 430 . . . . Click the vertical scrollbar. 4 Click the Cycle Counts link. . 2 Click the Inventory link. . 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.

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

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 . 2 . requests. 4 . Page 432 . Step Action 1 Click the Include Control Group Items option. 3 . 1 Click the OK button. or Press [Alt+O]. 1 Click the OK button.

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

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

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

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

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

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

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

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

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

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

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

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

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

Procedure

Step

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

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

Step

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

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory
Step Action 2 Enter the desired information into the Name field. Enter "Class A". 2 . 2 Click in the Counts Per Year field. 3 . 2 Enter the desired information into the Counts Per Year field. Enter "60". 4 . 2 Click in the Name field. 5 . 2 Enter the desired information into the Name field. Enter "Class B". 6 . 2 Click in the Counts Per Year field. 7 . 2 Enter the desired information into the Counts Per Year field. Enter "50". 8 . 2 Click in the Name field. 9 . 3 Enter the desired information into the Name field. Enter "Class C". 0 . 3 Click in the Counts Per Year field. 1 . 3 Enter the desired information into the Counts Per Year field. Enter "10". 2 .

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

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

Procedure

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Step

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

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Step

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

Page 453

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. . . 5 Use the Generate Physical Inventory Tags page to generate physical inventory tag . . 4 Click the Tag Generation link. Page 479 . Although you can record only one item on a tag. 2 Click the Inventory link.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Generate Physical Inventory Tags page. numbers. 3 Click the vertical scrollbar. Click the vertical scrollbar. 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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