Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

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Training Guide
Oracle EBS R12 Inventory

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Training Guide
Oracle EBS R12 Inventory

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

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

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

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

You enter information . Step Action 6 Click the New button. 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 . or Press [Alt+N]. about the subinventory. Page 27 . .

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

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

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

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

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

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

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

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

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

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

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

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

Page 40 . 4 .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 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

A category can belong to multiple category sets. Page 83 . or Press [Alt+N]. 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. . segment. 7 Use the Categories page to define categories. You can define an unlimited number of . you can assign a specific meaning to each .

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

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

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

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

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

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

. 3 Click the vertical scrollbar. . Procedure Step Action 1 Begin by navigating to the Find Item Templates page. Click the vertical scrollbar. we will make modifications to one of the existing seeded templates to create a new template. In this scenario. 2 Click the Inventory.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. Page 90 .

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

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

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

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

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

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

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

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

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

0 End of Procedure. In this example. Your company recently updated its part numbering system and you want to cross reference the old part number with the new part number. 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.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. . you will cross reference the obsolete part number to the current part number. 9 . Procedure Page 100 .

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

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. Step Action 9 Click in the Item field. . . items. relationships between cross references. . Enter "AS18947". 0 Enter the desired information into the Item field. 7 Click the Assign button. or Press [Alt+A]. 1 This is the current item number in the system. and entities. . Page 102 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

You can assign the item to as many organizations you would like. 1 Click the Assigned option. 1 Click the Assigned option.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Org Assign button. Page 150 . 3 . which it was defined. 4 . 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. The item is automatically assigned to the Master Organization in . 0 . 1 Click the Assigned option. 2 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

. 7 Enter the desired information into the Item field. . 8 Click in the Description field. Page 205 . 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. . 9 Click the Find button. or Press [Alt+i]. . Enter "WM579".

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 246 . 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]. 4 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

3 Click the Inter-organization Transfer link. Page 274 . organization to which you are shipping. You can only enter valid organizations that you defined on the Shipping Networks page. . Click the vertical scrollbar. You enter the shipment number for an intransit shipment. You use the Type field to choose which type of shipment. . The shipment number uniquely identifies and item or group of items to transfer. 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.

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

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

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

Training Guide
Oracle EBS R12 Inventory

Procedure

Step

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

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Step

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

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Step

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

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

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

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Procedure

Step

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

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Step

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

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

Step

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

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

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

1 Click the horizontal scrollbar. 5 . 3 . 8 . Page 296 . 7 . 1 Click the horizontal scrollbar. 2 Click the horizontal scrollbar. 4 . 1 . 6 . 9 . 2 . 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. 1 Click the horizontal scrollbar. 1 Click the horizontal scrollbar. 2 Click the horizontal scrollbar. 4 . 1 Click the horizontal scrollbar. 2 Click the horizontal scrollbar. 0 .

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

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

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

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

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

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

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

. . Click the vertical scrollbar. . 2 Click the vertical scrollbar. the Material Workbench page.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. Page 304 .

. 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.

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

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

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

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

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

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

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

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

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

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

2 Click the Inventory link. . 3 Click the vertical scrollbar. 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.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Query Material page. Click the vertical scrollbar. Page 317 . . . .

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

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

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

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

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

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

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

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

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

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

. Page 338 . 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 . organization.

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

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

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

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

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

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

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

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

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

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

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

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

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

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Step

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

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Step

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

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Step

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

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

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

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. . Page 362 . .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Kanban Cards page. Click the vertical scrollbar. 2 Click the Inventory link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. 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. Page 380 . 1 . Enter "Fingood". 4 . . 1 Click in the Default Deliver To field. or Press [Alt+i].Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Subinventory field. 3 .

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

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

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

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

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

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

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

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

. . 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. 5 Use the Find Kanban Cards page to find existing find exiting kanban cards and to . 2 Click the Inventory link. 3 Click the vertical scrollbar. create new kanban cards. . Page 389 . Click the vertical scrollbar.

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

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

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

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

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

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

determined by the organization calendar you defined in the Defined Calendar page. 3 . week. 1 . 1 If you choose to compile by period. You can modify this as necessary. 1 Click in the Item: High field. you must . Page 396 . the system compiles by manufacturing calendar 5 periods. 1 Use the Demand History Items page to determine the bucket size for demand history 4 summarization. If you want demand history by day. or Press [Alt+i]. compile each bucket type. or Press [Alt+O]. 1 Click the Find button. 2 . 1 Click the OK button. and by month. .Training Guide Oracle EBS R12 Inventory Step Action 1 When you click in the Item: High field the item information that you entered in the 0 Item: Low field appears automatically. The type of period is . It compiles for the past 260 previously monthly periods.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2 Click the Inventory link. . Page 419 . 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. 3 Click the vertical scrollbar. Click the vertical scrollbar. . . .

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

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

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

. . . . . 5 Use the Cycle Counts Summary page to query for existing cycle counts.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 . 2 Click the Inventory link.

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

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

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

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

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

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

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

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

1 Click the OK button. requests. Step Action 1 Click the Include Control Group Items option. or Press [Alt+O]. 4 . 3 .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 . 2 . 1 Click the OK button. Page 432 .

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

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

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

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

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

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

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

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

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

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

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

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

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

Procedure

Step

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

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Oracle EBS R12 Inventory
Step Action 4 Click the Cycle Counts link. . 5 Use the Cycle Count Summary page to query for existing cycle count header . information.

Step

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

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Oracle EBS R12 Inventory

Step

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

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

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

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

Procedure

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Step

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

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Step

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

Page 453

1 Click in 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. 1 Enter the desired information into the Adjustment Account field. 9 Enter the desired information into the Name field. 1 . 1 The Adjustment Account is the general ledger account used to charge cycle count 0 adjustments. Page 454 . Enter "OrganizationCount". 3 . Enter "01-5802 7740-0000-000". . . .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

0 . 1 Enter the desired information into the Description field. . 1 . 9 Enter the desired information into the Name field. . 1 Click in the Description field. 3 . Enter "FGI Physical Inventory". . 1 Click in the Qty field. Page 473 .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. Enter "Finished Goods 2 Subinventory Physical Inventory".

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

You can resume normal inventory operations after you have entered your counts but before you have authorized all final physical inventory adjustments. The system uses this information as the basis for all physical inventory adjustments. you will take a snapshot of inventory quantities. 2 . All tag counts you enter for this physical inventory are compared with these static quantities. Page 491 . 3 End of Procedure. you must take a snapshot of all system onhand quantities for your items. In this example. 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.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button.

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

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

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

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