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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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. Page 5 . 3 .

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 19 . If you choose direct. 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. the system moves material to an intermediary state before it reaches the destination organization. .Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Inventory link. . 4 Click the Setup: Shipping Networks link. direct or intransit. organizations. you must select a transfer type. 3 Click the vertical scrollbar. 5 Use the Shipping Networks page to define a shipping network between two . When you setup a shipping network. You must define a shipping network between two organizations before you can transfer material between organizations. . If you choose intransit.

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

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

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

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

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

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

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

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

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

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. you must create locator aliases for all locators within this 6 subinventory. . 1 If you select this parameter. Page 29 . 5 . .

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

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

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

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

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

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

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

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

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

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

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

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

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 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Each status attribute allows you to enable the item for a particular use. Page 59 . if you set the status attribute BOM Allowed. Step Action 7 Click in the Status field. For example. . . 5 Click the Status Codes link. functionality of an item over time. 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 .Training Guide Oracle EBS R12 Inventory Step Action 4 Click the vertical scrollbar. . Enter "Pre-Prod". . 8 Enter the desired information into the Status field.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. 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. . . 5 Use the Find Organization Items to enter item search criteria. 3 Click the vertical scrollbar. Page 111 . . . 2 Click the Inventory link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

fit. Defining Item Revisions A revision is a particular version of an item. then the system checks for onhand quantity against all organizations within the master item organization. 1 . you will create a revision for an item. If revision control is enabled at the organization level. 3 . You cannot change the revision control revision control item attribute when an item has on-hand quantity. 1 Enter the desired information into the Subinventory field. . the system checks for on-hand quantity within the organization. 4 End of Procedure. 1 You have completed the Defining Item Transaction Defaults procedure. If revision control is enabled at the master-item level. 1 Click the Save button. or function of the item. In this example.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Subinventory field. bill or material or routing. 2 . 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. Procedure Page 129 . Enter "DropShip".

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

. Page 131 . . 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..

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

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

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

6 Use the Find Master Items page to search for existing items. Page 135 . 3 Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Inventory link. . . . . . 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. 1 Click the Find button. . . 1 . 9 When you click in the Description field. . 8 Enter the desired information into the Item field. Page 136 . 1 Click in the Description field. the item description appears automatically. Enter "AS18947". or Press [Alt+i]. 0 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in 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. status not available for customer sale". Page 223 . 8 Click in the Description field. Enter "Immature material . 7 Enter the desired information into the Name field.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

it does not satisfy your requirement. 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. 2 Click the Inventory link. you will create a transaction reason. Page 238 . 4 Click the Setup: Reasons link. .Training Guide Oracle EBS R12 Inventory locator. Click the vertical scrollbar. . 3 Click the vertical scrollbar.

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

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

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

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

. . 7 Enter the desired information into the Item field. Enter "CM66372". or Press [Alt+i]. It . Page 243 . 9 The View Potential Shortages page displays a summary of the potential shortage.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. 8 Click the Find button.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

3 Click the Inter-organization Transfer link. You must also enter the shipment number for an intransit shipment. You use the Type field to choose which type of shipment. 2 Click the Inventory link. 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. Page 260 . . . You use this page to enter both direct interorganization transfers and intransit shipments. Click the vertical scrollbar. organization to which you are shipping. 4 You use the Inter-organization Transfer page to enter information about the . The shipment number uniquely identifies and item or group of items to transfer. .

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

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

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

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

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

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

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

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

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

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

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

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

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

You use the Type field to choose which type of shipment. 2 Click the Inventory link. . 4 You use the Inter-organization Transfer page to enter information about the . .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Inter-organization Transfer page. Click the vertical scrollbar. 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. Page 274 . . You can only enter valid organizations that you defined on the Shipping Networks page. organization to which you are shipping.

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

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

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

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

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

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

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

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

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

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. When you View by receiving. the View By pane and the 0 Quantity pane. 9 Click the Find button. 8 Click the Receiving option. . Page 294 . You determine the information that appears on the View By pane . The material location option that you select dictates which viewing option the information the Material Workbench page displays. . . or Press [Alt+n].you can only view by Location. 7 Click the On-hand option.

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

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

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

. 3 Click the vertical scrollbar. Click the vertical scrollbar.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. 5 Use the Supply Demand Item page to enter the item for which to review the supply . Page 298 . ATP subinventories. and demand history. 2 Click the Inventory link. . . You can view the supply and demand information for all subinventories. or Net subinventories. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. . the Material Workbench page. . 5 Use the Query Material page to enter search criteria that determines what appears on . 3 Click the vertical scrollbar. 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. Page 322 . Click the vertical scrollbar.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

3 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Select Available Inventory button. . Page 347 . 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. . 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 1 Begin by navigating to the Cycle Counts Summary page. . 3 Click the vertical scrollbar. Page 430 . . Click the vertical scrollbar. . 2 Click the Inventory link.

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

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

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

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

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

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

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. . . Click the vertical scrollbar. . 5 Use the Cycle Count Entries page to enter actual on-hand count information. Page 437 .

1 Click the Adjustments tab. 0 . or Press [Alt+Y]. . Enter "FGICount". . or Press [Alt+i]. . . 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. 8 Click the Find button. Page 438 . 9 Click the Yes button.

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

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

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

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

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

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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Training Guide
Oracle EBS R12 Inventory

Step

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

2 Click the Inventory link. . Click the vertical scrollbar. 3 Click the vertical scrollbar. . 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. . 4 Click the Cycle Counts link. . Page 463 .

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 477 .Training Guide Oracle EBS R12 Inventory Step Action 8 Click in the Physical Inventory field. or Press [Alt+T]. 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. 0 . 9 Click the Tools menu.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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