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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Training Guide
Oracle EBS R12 Inventory

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

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

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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

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

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

. 3 Click the vertical scrollbar. Page 8 . 2 Click the Inventory link. 4 Click the Setup: Shortage Parameters link. Click the vertical scrollbar. 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.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Shortage Parameters page. organization. . .

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

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

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

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

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

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

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

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

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

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

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

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

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. . 2 . 3 . Page 21 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Intransit list item.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. 6 . Page 42 .

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

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

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

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

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

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

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

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

Page 51 . Enter "Process_ice cream". 1 Enter the desired information into the Description field. . You can choose to 2 view all the All Groups. 0 . or limit the groups by individual tab. . 3 . 1 Click in the Description field. . 1 Click the Show list. 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. Enter "Template for Ice 1 cream".

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

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

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

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

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

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

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

5 Click the Status Codes link. For example. .Training Guide Oracle EBS R12 Inventory Step Action 4 Click the vertical scrollbar. Page 59 . functionality of an item over time. . then you can place an item on a bill of material. Enter "Pre-Prod". 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. . if you set the status attribute BOM Allowed. 8 Enter the desired information into the Status field. . Step Action 7 Click in the Status field.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. . . You can use categories and . . Step Action 6 Click in the Name field. 3 Click the vertical scrollbar. 4 Click the Category Sets link. Page 79 . 2 Click the Inventory link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

You use revision control to track item quantities by revision and to specify a revision for each material transaction. 2 . 4 End of Procedure. or function of the item. 1 You have completed the Defining Item Transaction Defaults procedure. fit. 3 . If revision control is enabled at the master-item level. bill or material or routing. 1 . In this example. Procedure Page 129 . 1 Click the Save button. then the system checks for onhand quantity against all organizations within the master item organization. You cannot change the revision control revision control item attribute when an item has on-hand quantity. 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. If revision control is enabled at the organization level. . Defining Item Revisions A revision is a particular version of an item. Enter "DropShip". 1 Enter the desired information into the Subinventory field. the system checks for on-hand quantity within the organization.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 149 . Enter "AS2000". 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. or Press [Alt+i]. .

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

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

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

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

. 1 Click the Catalog menu.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Tools menu. or Press [Alt+T]. 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. 2 . or Press [g]. 3 . Page 154 .

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

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

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

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

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

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

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

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

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

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

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

Page 166 .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". 7 Enter the desired information into the Item field. . . 8 Click the Find button. . or Press [Alt+d]. .

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

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

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

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

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

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

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

immediately. 9 If you do not enter a number. 5 . Enter "2". Enter "0". 3 . You 2 cannot change lot expiration control if on-hand quantity exists. 1 . Page 174 . 2 Enter the desired information into the Maturity Days field. 3 Enter the desired information into the Hold Days field. then the system checks for on-hand quantity against all child organizations. 3 Lot Expiration Control governs how long items in a given lot remain available. 3 Click the Lot Expiration Control list. 3 Click in the Hold Days field. 8 . 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. then the system assumes the lot is mature at . creation. If lot expiration is . then the system assumes the you can use the lot . 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. If you do not enter a number. 7 . 0 . controlled at the Item Master level.

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 . . Page 175 .Training Guide Oracle EBS R12 Inventory Step Action 3 Click the Shelf life days list item.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

The Item Details alternative region contains . information about the item and the Lot alternative region contains information about the lot. 0 . 1 Click the View Genealogy button. 1 The Genealogy page depicts the genealogy of a particular lot. Page 193 .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. 1 . 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. The Lot Attributes tab 2 contains information about the lot.

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2 Click the Save button. you cause the account alias instead of an account number to refer to the account. Enter "AS54888". In this example. 3 .Training Guide Oracle EBS R12 Inventory Step Action 2 Enter the desired information into the Item field. Procedure Page 231 . You can view report. 5 End of Procedure. 4 . . you will create a miscellaneous account alias. and reserve against an account alias. 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.

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

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

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

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 1 Begin by navigating the Transaction Types page. . Page 235 . transaction entry. . Click the vertical scrollbar. 3 Click the Setup: Types link. 2 Click the Inventory link. 4 Use the Transaction Types page to define additional transaction types to customize .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Procedure

Step

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

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Step

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

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Step

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

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

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

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Procedure

Step

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

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Step

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

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

Step

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

3 Click the vertical scrollbar. . . . 2 Click the Inventory link. the Material Workbench page. Page 310 .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 search criteria that determines what appears on . 4 Click the On-hand Quantity link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

• Generate replenishment move orders. Upon completion of this lesson. • Generate move order requisitions. 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. They allow planners and facility managers to request the movement of material within a warehouse or facility for purpose like replenishment. 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. • Set up move orders. you will create a pick slip grouping rule based on order number and customer. and quality handling. material shortage relocations. you will be able to: • Define pick slip-grouping rules. • Allocate and transact move orders. In this example.

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

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

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

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

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

or Click the Select Available Inventory button. 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 .

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

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

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

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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Oracle EBS R12 Inventory

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. .

Page 360

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Click the vertical scrollbar. 5 Use the Find Pull Sequence page to search for existing pull sequences or to create . 4 Click the Kanban: Pull Sequences link. Page 383 . . . . 3 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. new pull sequences. .

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

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

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

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

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

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

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

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

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

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

Click the vertical scrollbar. . . In this example. 2 Click the Inventory link. you will view the demand detail for an item. 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. . Procedure Step Action 1 Begin by navigating to the Find Demand History Items page. Page 394 .

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

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

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

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

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

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

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

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

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

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. 1 End of Procedure. . you will define an ABC compilation for your organization.Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Purging ABC information procedure. In this example. Click the vertical scrollbar. . Page 404 . Procedure Step Action 1 Begin by navigating to the ABC Compiles page.

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

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

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

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

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

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

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

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

. 0 . Page 413 .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Class Name field. 1 Click in the Class Name field. . Enter "Highest Value Items". 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. . Enter "Highest". .

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

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

1 When you click in the Valuation Scope field the valuation scope appears 0 automatically. . . 9 Enter the desired information into 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. Enter "onhandquantity". . Enter "SeattleCompile". 8 Click in the Compile Name field. 1 Click in the Valuation Scope field. Page 416 . . 1 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

In this example. Procedure Step Action 1 Begin by navigating toe the Manual Schedule Requests page. Page 433 . Entering Manual Schedule Requests You use the Manual Schedule Requests page to manually schedule a count request for an item. . 5 End of Procedure. . you will 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.

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

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

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

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 . 3 Click the vertical scrollbar. 2 Click the Inventory link. . 4 Click the Cycle Count Entries link. . Click the vertical scrollbar.

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

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

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

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

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

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

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

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

Procedure

Step

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

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

Step

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

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

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Training Guide
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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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Step

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

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

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

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

Procedure

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Step

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

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Step

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

Page 453

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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