Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

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Training Guide
Oracle EBS R12 Inventory

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Training Guide
Oracle EBS R12 Inventory

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

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

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

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

Page 4

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

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

In this example. 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. Defining Shortage Parameters A material shortage occurs whenever unsatisfied demand exceeds available quantity for the incoming supply of material. 1 End of Procedure. 2 You have completed the Defining Stock Locators procedure. you will determine the WIP and Order Management shortage parameters for one of your organizations. 0 .

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

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

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

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

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

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

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

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

. Page 16 . . 7 This is the Organization to which you want to restrict access. you assign organization access to a responsibility. and item search. then it can be accessed by all responsibilities. you must then explicitly define the organizations to which all responsibilities can access. Organization access does not restrict access to functions that cross multiple organizations such as ATP. 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. all responsibilities have access to all organizations. Until . if there are no restrictions entered for an organization. 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. interorganization transfers. Once you restrict any responsibility to an organization.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. Page 31 . .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 Click the Enabled option. . 6 . Page 47 . 2 Click the Save button. 7 . 2 Enter the desired information into the Item field. 3 . 2 You must enable a rule before you can use it. 4 . Enter "AS18947".

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. . Step Action 6 Click the New button. or Press [Alt+N]. 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. .Training Guide Oracle EBS R12 Inventory Step Action 4 Click the Setup: Templates link.

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

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

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

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

. . Page 96 . Step Action 5 Click the View menu. 4 Click the 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. 2 Click the Inventory link. or Press [Alt+V]. . Click the vertical scrollbar. . .

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

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

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

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

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

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

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

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

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

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

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

0 . 1 Click the Save button. 3 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Category Set field. 2 . 1 . Enter "BEST". 1 Click in the Category field. 1 Enter the desired information into the Category Set field. 4 . Page 108 . Enter "Freight Class". 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. Page 109 . . 5 End of Procedure.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. . . 4 Click the Master Items link. 7 Enter the desired information into the Item field. . 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 . 8 Click in the Description field. . Enter "678910". Step Action 6 Click in the Item field.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2 Click the Done button. 2 Click in the Ending Serial Number field. 2 When you click in the End Serial Number field. 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. . 2 . Page 215 . 3 . Enter "100". 0 .

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. 2 You have completed the Assigning Serial Numbers procedure. Procedure Page 216 . In this example. 4 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Procedure

Step

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

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Step

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

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Step

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

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

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

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Procedure

Step

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

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Step

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

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

Step

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. 4 Click the On-hand Quantity link. 2 Click the Inventory link. Click the vertical scrollbar. . the Material Workbench page. . Page 310 .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. .

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

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

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

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. 7 . Page 314 . 1 Click an entry in the Strawberries tree control. 1 Click an entry in the B tree control. 5 . 9 . 8 . 6 . 1 Click the S00287 tree item.

1 . When you change the grade. 2 Click the Grade Update menu. or Press [G]. it changes . Page 315 . 0 . 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. or Press [Alt+T]. You enter 2 the new grade and the reason for the change. the grade for the entire lot.

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

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

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

0 . or Press [Alt+T]. . 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 Click the Tools menu. 1 . . 2 . 9 Click an entry in the M1 tree control. 1 Click the Defective tree item. Page 319 .

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

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

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

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

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

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

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

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Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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Step

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

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

Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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

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

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

. Page 339 . 9 Click an entry in the M1 tree control. . or Press [Alt+S]. 2 . 1 Click the Status button. 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. 0 . 1 Click the FGI tree item. 1 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Generating Kanban Cards Use the Generate Kanban Cards page to generate kanban cards. In this example. 1 Click the No button. Procedure Page 370 .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. or Press [Alt+m]. . 1 Click the Submit button. 3 . you will generate kanban cards. 2 . 5 End of Procedure. or Press [Alt+N]. 4 .

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

or Press [Alt+O]. Enter "AS54888". Enter "FGI". 1 Click in the Subinventory field. 1 Enter the desired information into the Subinventory field. . 1 . 0 . 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. . 7 Enter the desired information into the Item: Low field. Page 372 . . 8 Click the OK button. criteria.

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

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

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

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

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

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

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

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

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

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

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

. Page 384 . or Press [Alt+N].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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. or Press [Alt+O]. 1 You have completed the maintaining accounting periods procedure. . 8 Click the OK button. Page 400 . 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

5 Use the ABC Assignment Groups page to create and ABC assignment group and . 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. . . 2 Click the Inventory link. Click the vertical scrollbar. Page 415 . . 3 Click the vertical scrollbar. 4 Click the ABC Assignment Groups link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 437 . 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. .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Cycle Count Entries page. 2 Click the Inventory link. 3 Click the vertical scrollbar.

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

1 Click in the Count Quantity field. 1 Enter the desired information into the Count Quantity field. 1 Enter the desired information into the Count Quantity field. 2 You have completed the Entering Cycle Counts procedure. 3 . Page 439 . . 1 Enter the desired information into the Count Quantity field. 4 . The System Quantity is the current on-hand balance in the system. 1 Click in the Count Quantity field. Enter "4000". 1 Enter the desired information into the Count Quantity field. . 9 . Enter "150". 1 End of Procedure. 8 . Enter "118". 6 . 0 . 2 . 7 . 1 Click in the Count Quantity field. 5 . 2 Click the Save button. 1 Click in the Count Quantity field. Enter "330".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.

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

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

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

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

Training Guide
Oracle EBS R12 Inventory
Step Action 1 Enter the desired information into the 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.

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

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

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

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

reject. and request the recount of cycle count items. 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. or only those counts pending approval. recount an item in question. or approve cycle counts pending approval. In this example. 7 End of Procedure. Procedure Page 458 . You can then approve adjustments. you will approve. reject the count. or take no action. . When you click Find. you can query all counts.

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

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

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

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

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

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

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

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

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

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

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

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

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

7 Use the Define Physical Inventory page to enter the parameters for your physical . 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 . . Step Action 6 Click the New button. Page 472 . inventory. or Press [Alt+N].

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

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

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. . 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. Click the vertical scrollbar. In this example. you will process physical inventory adjustments. Page 475 . Procedure Step Action 1 Begin by navigating to the Physical Inventories Summary page. Due to the irreversible nature of this program. Once you run the adjustment program. you can submit the process that automatically posts the adjustments. Oracle Inventory posts no physical inventory adjustments if you have any adjustments that are still pending approval.

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

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. or Press [Alt+T]. . Page 477 . . 1 Click the Launch adjustments menu. . 9 Click the Tools menu. 0 .

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

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

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

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

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

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

Enter "1". 1 Enter the desired information into the Qty field. 2 Enter the desired information into the Qty field. 2 . 9 . 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. Enter "1". Enter "776". 8 . 1 Enter the desired information into the Qty field. 6 . 1 Click in the Qty field. 1 . 7 . 1 . 2 Click in the Qty field. Enter "2300". 1 Enter the desired information into the Qty field. Enter "1". 1 Click in the Qty field. 1 Click in the Qty field. 0 . 5 . Enter "5". 4 . 1 Enter the desired information into the Qty field. 3 .

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

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

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

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

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

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

In this example. 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. 3 End of Procedure. Page 491 . . Taking a Snapshot of Inventory Quantities Before you can generate tags for physical inventory. All tag counts you enter for this physical inventory are compared with these static quantities.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. the snapshot saves all current on-hand quantities and costs. The system uses this information as the basis for all physical inventory adjustments. you will take a snapshot of inventory quantities. 2 .

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

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

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

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