Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

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Training Guide
Oracle EBS R12 Inventory

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

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

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

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

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

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

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

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

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

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

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

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

ABC Analysis..................................................................................................................401
Purging ABC Information......................................................................................................401
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Oracle EBS R12 Inventory
Defining and Running an ABC Compile................................................................................404 Defining ABC Item Assignments...........................................................................................408 Defining ABC Classes............................................................................................................411 Defining ABC Assignment Groups........................................................................................414 Updating ABC Item Assignments..........................................................................................418

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

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

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Training Guide
Oracle EBS R12 Inventory

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

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Training Guide
Oracle EBS R12 Inventory

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

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

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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

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

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

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

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

excludes all components with the supply type Bulk from the material 7 shortage check. 9 . 1 Click the Released option. 2 Enter the desired information into the Released Schedules: Days Overdue field. 6 . 3 . 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. . . 2 Click in the Released Schedules: Days Overdue field. 2 Click the Bulk Components option. 2 When enabled. 4 Enter "1". 2 When enabled. 2 . . 2 Click in the Unreleased Schedules: Days Overdue field. 2 Click the If assigned operation is due option. 8 . 2 Enter the desired information into the Unreleased Schedules: Days Overdue field. Page 10 . . 0 . Enter 1 "1". . 2 Click the Unreleased option.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Item Templates page. . Page 49 . . 3 Click the vertical scrollbar. 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 . create new item templates.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. A customer . or Press [Alt+N]. Page 67 . new customer items.

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

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

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

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

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

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

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

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

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

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

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

category sets to group items for various reports and programs. . Click the vertical scrollbar. . 2 Click the Inventory link. Page 79 . 3 Click the vertical scrollbar. You can use categories and . 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. . 5 Use the Category Sets page to create category sets. . .

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Master Items page. 3 Click the vertical scrollbar. . . . 4 Click the Master Items link. Page 86 . Click the vertical scrollbar. . 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 6 Click in the Item field. 0 . 9 Press [Ctrl+F11]. 1 Click in the Item field. 7 Press [F11]. 8 Enter the desired information into the Item field. 1 Click the Tools menu. Enter "AS54888". Page 87 . . . 1 . . .

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

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

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

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

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

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

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

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

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

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

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

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

Procedure Page 100 . 2 You have completed the Assigning Items to Categories procedure. In this example. you will cross reference the obsolete part number to the current part number. . 0 End of Procedure. Your company recently updated its part numbering system and you want to cross reference the old part number with the new part number. 9 . 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.

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

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

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

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

Page 105 . or Press [Alt+D]. 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.

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 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. 3 Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Inventory link. . . 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.. Page 135 . button..

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2 You have completed the Assigning Serial Numbers procedure. Procedure Page 216 . 4 .Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. In this example. 5 End of Procedure. 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. .

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

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

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

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

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

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

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

the system uses the allows you assign this status at the 6 locator level.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Include in ATP option. . . . 2 Click the Perform miscellaneous issue of material list item. 9 . 1 Click the Nettable option. . 1 When you select this check box. the system uses the allows you assign this status at the 4 subinventory level. Page 224 . 7 . 3 . 1 Click the Subinventory option. 1 Click the Locator option. 1 When you select this check box. 5 . 1 When you select this check box. 1 . 0 . . 1 When you select Nettable. the system uses the allows you assign this status at the 8 lot level. 1 Click the Lot (G) option. 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.

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

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

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

consuming consigned or vendor-managed inventory. 2 Click the Inventory link. Click the vertical scrollbar. 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. . . . 4 Click the Consigned/VMI Consumption link. 5 You use the Consumption Setup page to designate which transaction to use when you .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

0 . Page 244 . or Press [Alt+S]. 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 Supply/Demand button. . 1 The Supply/Demand Detail page depicts detailed information about the item.

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

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

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

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

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

Page 250 . 0 . . 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].

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

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

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

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

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

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

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

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

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

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

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

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

1 Click the horizontal scrollbar. 6 . Page 263 . 9 .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. 2 Click the Lot / Serial button. 0 . . or Press [Alt+r]. 2 You use the Lot Entry page to enter lot numbers when you transfer lots. Enter "Consigned". 8 . You can 1 choose to generate new lots or transfer existing lots. Enter "15". 7 . 1 Click in the Quantity field.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

.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.Training Guide Oracle EBS R12 Inventory Step Action 7 Click in the Item / Revision field. or Press [Alt+n]. . . Page 307 . Enter "CM11222". . . 9 Click the Find button. 8 Enter the desired information into the Item / Revision field.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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Step

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

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

Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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

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

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

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

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

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

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

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

Click the vertical scrollbar. Page 344 . . 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. . .

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Step

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

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Step

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

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. . Entering and Processing Replenishment Counts You can enter counts to replenish subinventories. In this example. 4 . 5 End of Procedure. 1 You have completed the Entering and Reloading Item Safety Stocks procedure. you will run a replenishment count.

Click the vertical scrollbar. 4 Click the Counts link.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Replenishment Count Headers page. 2 Click the Inventory link. Page 378 . 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. . . .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Enter "Lowest". 1 Click in the Class Name field. 0 . 1 Enter the desired information into the Class Name field. 6 . 7 . In this example. 2 You have completed the Defining ABC Assignment Groups procedure. Procedure Page 418 .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. 9 . Enter "Medium". you will update ABC item assignments. 1 End of Procedure. . 1 Enter the desired information into the Class Name field. 8 . 2 Click the Save button.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Generating Automatic Schedules procedure. you will schedule a count request for an item. . . Entering Manual Schedule Requests You use the Manual Schedule Requests page to manually 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. In this example. Page 433 .

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

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. 5 . Enter "AS54888". 1 Click in the Item field. 2 . . Enter "AS20000". 1 Enter the desired information into the Item field. 6 . 1 Click in the Subinventory field. 1 Click in the Item field. 1 . 1 Click in the Subinventory field. Enter "AS54888". 3 . 9 Enter the desired information into the Item field. Page 435 . 8 . 4 . . Enter "Stores". 7 . 0 . 1 Enter the desired information into the Item field. Enter "FGI". 1 Enter the desired information into the Subinventory field.

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

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

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

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

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

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

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

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

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

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

Procedure

Step

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

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

Step

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

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

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Oracle EBS R12 Inventory

Step

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

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

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

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

Procedure

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Step

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

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Step

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

Page 453

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

4 Click the Physical Inventories link. 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. 3 Click the vertical scrollbar. Page 492 . Click the vertical scrollbar. . . 2 Click the Inventory link. . . You must select an existing physical inventory before you can open it to take the snap shot. .

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

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

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