Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

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Training Guide
Oracle EBS R12 Inventory

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Training Guide
Oracle EBS R12 Inventory

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

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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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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. 1 The Status is the material status for this locator. Page 5 . 3 .

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

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

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

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

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

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

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

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

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

. . 4 Click the Setup: Organization Access 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 Organization Access page. Click the vertical scrollbar. Page 15 . . .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

3 Click the Inventory link. 2 Click the vertical scrollbar. . Procedure Step Action 1 Begin by navigating to the Item Status page. Page 58 . . Click the vertical scrollbar. 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. Create a pre-production item status that enables you to automatically set the needed item attributes.

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

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

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

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

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

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

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

. 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. Page 66 .Training Guide Oracle EBS R12 Inventory In this example. 4 Click the Customer Items link. Click the vertical scrollbar. 3 Click the vertical scrollbar.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

categories. 2 Click the Inventory link. . Page 82 . . .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 . 4 Click the Category Codes link. 3 Click the vertical scrollbar. Click the vertical scrollbar.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

item. 5 Use the Cross Reference Types page to select a cross reference type to assign to an . Page 101 . 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. 3 Click the vertical scrollbar. You can assign multiple items to a cross reference type as well as assign an item to multiple cross reference types. 2 Click the Inventory link. Click the vertical scrollbar. 4 Click the Cross References link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 131 . .. 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 Click the Find button. . . or Press [Alt+i].Training Guide Oracle EBS R12 Inventory Step Action 7 Click in the Item field. 8 Enter the desired information into the Item field. 1 . 9 When you click in the Items field. 1 Click in the Items field. Enter "12345". 0 . Page 132 . . the Description appears automatically.

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

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

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

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

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

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

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

2 You have completed the Defining Item Relationships procedure. In this example. This information is used to perform min-max planning and replenishment processing at the subinventory level. 2 End of Procedure.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. Assigning Subinventories to an Item You can assign a list of subinventories to an item. You can also specify planning information and locators for the item in its assigned subinventories. 1 . you will assign and item to a subinventory and set the minimum and maximum order quantities. Page 140 . .

4 Click the Items: Master Items 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. . 2 Click the Inventory link. 3 Click the vertical scrollbar.

. .. . 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. Page 142 .

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

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

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

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

For example. In this example. Procedure Step Action 1 Begin by navigating to the Master Item page. . and Min-Max planning for the item in another organization. you will assign a finished good to an existing organization. Page 147 . you can select Reorder Point planning for an item in one organization.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. You use the Organization Item page to change organization-level attributes. Click the Vertical scrollbar.

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

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

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

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. . 5 . you define values for the descriptive elements that apply to your item. Assigning Items to Catalogs You can assign items to catalogs. 1 You have completed the Assigning Items to Organizations procedure. Possible values for material might be glass or ceramic. When you assign an item to an item catalog group. Procedure Page 151 . 6 End of Procedure. For example.

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

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

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

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

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

4 Click the Organizations: Subinventories link. 3 Click the vertical scrollbar. 2 Click the Inventory link. . . 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 1 Begin by navigating to the Subinventories Summary page. Click the vertical scrollbar. . . Page 157 .

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

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

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

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

Enter "AS18947". These are the tabs that appear on the . Master Item page. 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. 1 Click in the Group field. 0 . . . Enter "General Planning". 1 . 8 Enter the desired information into the Item field. Page 162 .

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

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

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

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

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

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

Enter "678910". 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. Step Action 6 Click in the Item field. 7 Enter the desired information into the Item field. 8 Click in the Description field. . . Page 169 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. 3 Click the vertical scrollbar. Page 191 . . . . Click the vertical scrollbar. . 2 Click the Inventory link. 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.

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

Page 205 . . . 7 Enter the desired information into the Item field. Enter "WM579". .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Item field. . 9 Click the Find button. 8 Click in the Description 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].

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

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

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

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

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

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

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

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

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

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

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

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

.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. . 8 Click the Find button. . . Page 218 . or Press [Alt+i]. Step Action 9 Click the vertical scrollbar. 1 Use the Serial Numbers page to access the Genealogy page.

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

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

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

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

. 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 . 9 Enter the desired information into the Description field. . . 8 Click in the Description field.Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Name field. Enter "Immature material . 7 Enter the desired information into the Name field. Enter "Immature". .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 . criteria. . . 3 Click the Material Transactions link. 4 Use the Find Material Transactions page to enter your material transaction search . Click the vertical scrollbar. You can choose to search on a variety of information. .

"28-SEP-2008 00:00:00". Enter . . . 7 Enter the desired information into the Item field. Enter "AS18947". . and transaction information. 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. 8 Click the Find button. 9 The Location tab of the Material Transactions page depicts where the item currently . Page 253 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2 . Enter "RIP". 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. 1 Click in the Owning Party field. . 0 . Page 268 . 1 Enter the desired information into the Subinventory field. 1 . 3 .

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

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

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

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

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

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

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

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

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

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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Oracle EBS R12 Inventory

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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Step

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

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

Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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

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

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

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

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

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

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

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

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

to view move order information. or Press [Alt+i]. Page 345 . Enter "1242". . 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. . 8 Click the Find button. .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Low Order Number field.

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Step

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

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Step

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

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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

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you will manually trigger kanban replenishment. • Enter and reload item safety stocks. • Generate kanban cards. • Generate a forecast. In this example. you can replenish it systematically. • Define kanban cards. and how much should your order? Upon completion of this lesson. Replenishing Kanban Cards When a kanban card is empty. trigger kanban replenishment manually. You can however. • Print kanban cards. • Replenish kanban cards. • Purge replenishment counts. • Enter and process replenishment counts. Procedure Page 361 . you will be able to do: • Summarize demand detail. • Define a forecast rule. • Define kanban pull sequences.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.

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

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

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

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

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

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

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

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

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

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

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

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

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

. or Press [Alt+N]. . Page 375 .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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. . Enter "ABC Compile for the 1 Seattle Org". 0 . 1 Enter the desired information into the Description field. 9 Enter the desired information into the Compile Name field. Enter "SeattleCompile". . 1 Click in the Description field.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. Page 406 . .

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

you will define ABC item assignments.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. Each ABC class must have at least one item assigned to it. 0 End of Procedure. Procedure Page 408 . Defining ABC Item Assignments When you define ABC assignment you specify the cutoff point for each ABC class. In this example. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

5 End of Procedure. . 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.Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Generating Automatic Schedules procedure. Click the vertical scrollbar. In this example. . Page 433 . you will schedule a count request for an item.

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

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

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

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

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

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

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

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

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

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

Step

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

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

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Oracle EBS R12 Inventory

Step

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

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Oracle EBS R12 Inventory

Step

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

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

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

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

Procedure

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Step

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

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Step

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

Page 453

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. Page 477 . . 0 .Training Guide Oracle EBS R12 Inventory Step Action 8 Click in the Physical Inventory field. . 1 Click the Launch adjustments menu. 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. 9 Click the Tools menu.

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

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. . 4 Click the Tag Generation link. 5 Use the Generate Physical Inventory Tags page to generate physical inventory tag . Although you can record only one item on a tag. . 2 Click the Inventory link. . Click the vertical scrollbar. . numbers. 3 Click the vertical scrollbar. Page 479 . A tag contains the count for a group of a given item.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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