Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

COPYRIGHT & TRADEMARKS
Copyright © 2003, 2007, Oracle. All rights reserved. Powered by OnDemand Software. Distributed by Oracle under license from Global Knowledge Software LLC. © 1998-2007. All rights reserved. The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. This document is not warranted to be error-free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose. If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government’s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

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
Page iii

Training Guide
Oracle EBS R12 Inventory
Assigning Serial Numbers......................................................................................................209 Viewing Serial Number Genealogy........................................................................................216

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

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

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

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

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

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

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

ABC Analysis..................................................................................................................401
Purging ABC Information......................................................................................................401
Page iv

Training Guide
Oracle EBS R12 Inventory
Defining and Running an ABC Compile................................................................................404 Defining ABC Item Assignments...........................................................................................408 Defining ABC Classes............................................................................................................411 Defining ABC Assignment Groups........................................................................................414 Updating ABC Item Assignments..........................................................................................418

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

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

Page v

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.

Page vi

Training Guide
Oracle EBS R12 Inventory

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

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

Procedure

Page 1

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.

Page 2

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.

Page 3

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 .

Page 4

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 . 2 Click the Inventory link. 4 Click the Items: Organization Items link. . Click the vertical scrollbar. . . . 5 Use the Find Organization Items to enter item search criteria.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

4 End of Procedure. 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. Viewing Item Information You can use the Find Item Information to quickly view all attributes categories. or revisions for an item.Training Guide Oracle EBS R12 Inventory Step Action 1 You have successfully complete the Assigning Items to a Subinventory procedure. . or across all organizations. Procedure Page 160 . In this example. 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Enter "WM579". Page 211 . . or Press [Alt+n]. .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. 8 Click the Find button.

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

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

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

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

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

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

. You must select a serial 0 number for which to view the genealogy. 8 Click the Find button. 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. Step Action 9 Click the vertical scrollbar. or Press [Alt+i]. .

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

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

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

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

8 Click in the Description field. 7 Enter the desired information into the Name field.Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Name field. 9 Enter the desired information into the Description field. . Enter "Immature material . Enter "Immature". . status not available for customer sale". 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 . . 7 . 1 Click the Subinventory option. 1 Click the Nettable option.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Include in ATP option. Page 224 . the system uses the allows you assign this status at the 6 locator level. 2 When you click the >(A) button it moves the transaction from the Allowed 1 Transactions column to the Disallowed Transactions column. the system includes material in this status in all nettable 2 calculations. 1 Click the Locator option. 1 When you select this check box. . 9 . the system uses the allows you assign this status at the 4 subinventory level. 2 Click the Perform miscellaneous issue of material list item. 1 Click the Lot (G) option. . 1 When you select this check box. . 1 When you select this check box. 3 . 1 When you select Nettable. 5 . 0 . . the system uses the allows you assign this status at the 8 lot level.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1 Use the Serial Numbers page to view serial information for a pending serial 2 transaction. In this example. Viewing Material Transactions You can view detail associated with inventory transactions. 1 You have completed the Viewing Pending Transactions procedure.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. . or Press [Alt+r]. You can search for transaction information by entering a combination of search criteria. . 1 . 3 End of Procedure. Page 251 .

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

Enter "AS18947". "28-SEP-2008 00:00:00". . resides as well as item information. 6 Click in the Item field. 9 The Location tab of the Material Transactions page depicts where the item currently . Enter . and transaction information. Page 253 . or Press [Alt+i]. .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. consigned and VMI information. 7 Enter the desired information into the Item field.

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

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

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

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

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

In this example. 4 End of Procedure.Training Guide Oracle EBS R12 Inventory Step Action 5 The Comments tab displays information such as the transaction reason and transaction 2 flow type if applicable. 3 . . 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 Click in the Reason field. 5 You have completed the Viewing Material Transactions procedure. Procedure Page 259 . . There is no intermediary step when you perform a direct interorganization transfer.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

Page 278

Training Guide
Oracle EBS R12 Inventory

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.

Page 279

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 280

Training Guide
Oracle EBS R12 Inventory
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.

Page 281

Training Guide
Oracle EBS R12 Inventory

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.

Page 282

Training Guide
Oracle EBS R12 Inventory

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].

Page 283

Training Guide
Oracle EBS R12 Inventory
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 .

Page 284

Training Guide
Oracle EBS R12 Inventory
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

Page 285

Training Guide
Oracle EBS R12 Inventory

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. .

Page 286

Training Guide
Oracle EBS R12 Inventory

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].

Page 287

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

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

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

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

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

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

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

Step Action 1 Click an entry in the Organizations tree control. For example. each material location type differs. Page 295 . 3 . If you select a particular organization. you can see material in receiving sub inventories within the organization. the top-level Organizations node. 1 Click an entry in the M1 tree control. displays information for the subinventories of the organization. It lists each type 1 of material location as a different node under an organization. As you navigate through the tree structure. then the Quantity pane. the information under . if you select. When you view material in a receiving location. 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. the information in the quantity pane changes. then the quantity pane summarizes the information for each organization. 2 .

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

In this example. 6 End of Procedure. 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.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the horizontal scrollbar. Procedure Page 297 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory
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. .

Page 326

Training Guide
Oracle EBS R12 Inventory

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. .

Page 327

Training Guide
Oracle EBS R12 Inventory

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. .

Page 328

Training Guide
Oracle EBS R12 Inventory
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].

Page 329

Training Guide
Oracle EBS R12 Inventory

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.

Page 330

Training Guide
Oracle EBS R12 Inventory

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].

Page 331

Training Guide
Oracle EBS R12 Inventory
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. .

Page 332

Training Guide
Oracle EBS R12 Inventory

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. .

Page 333

Training Guide
Oracle EBS R12 Inventory
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.

Page 334

Training Guide
Oracle EBS R12 Inventory

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 .

Page 335

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

5 Use the Query Material page to enter the search criteria which determines the . information that appears on the Material Workbench page. . 4 Click the On-hand Quantity link. 3 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. Click the vertical scrollbar. Page 337 . .

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

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

or serial. 5 End of Procedure. locator. . 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. . Step Action 1 Click in the Subinventory Status field. Page 340 . 4 .

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

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

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

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

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 351

Training Guide
Oracle EBS R12 Inventory

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". .

Page 352

Training Guide
Oracle EBS R12 Inventory
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].

Page 353

Training Guide
Oracle EBS R12 Inventory

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. .

Page 354

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 355

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 356

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 357

Training Guide
Oracle EBS R12 Inventory

Step

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

Page 358

Training Guide
Oracle EBS R12 Inventory

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.

Page 359

Training Guide
Oracle EBS R12 Inventory
Step Action 3 Click the Destination tab. 1 . 3 Use the Destination tab to enter the destination subinventory information if you did 2 not enter it in the Default alternative region. . 3 Click the Approve button. 3 . or Press [Alt+A]. 3 You have completed the Generating Move Order Requisitions procedure. 4 End of Procedure. .

Page 360

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

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

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

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

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

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

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

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

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

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

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

Page 372 . 1 . . . 0 . criteria. 1 Click in the Subinventory field. 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. 8 Click the OK button. Enter "FGI". or Press [Alt+O]. 1 Enter the desired information into the Subinventory field.

. 5 . or Press [Alt+N]. the item is planned as if the safety stock quantity for the period is the zero inventory balance of the item. 4 . 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. you will set the safety stock quantity for item AS54888 for 500. or Press [Alt+m]. Page 373 . or Press [Alt+O]. Enter "Intra Org". 3 . 1 You have completed the Generating Kanban Cards procedure. 1 Click the No button. In this example. 7 End of Procedure. 2 . 1 Click the OK button. 6 . 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. In other words. 1 Click the Submit button. 1 Enter the desired information into the Source Type field.

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

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

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

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

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

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

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

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

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

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

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].

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. Defining ABC Item Assignments When you define ABC assignment you specify the cutoff point for each ABC class. Procedure Page 408 . and all items in the ABC compile must be assigned to an ABC class. In this example.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. 0 End of Procedure. Each ABC class must have at least one item assigned to it.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. 4 Click the Cycle Counts link. . 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. . 3 Click the vertical scrollbar. . . Page 423 . 2 Click the Inventory link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. .

Page 444

Training Guide
Oracle EBS R12 Inventory

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. .

Page 445

Training Guide
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].

Page 446

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].

Page 447

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.

Page 448

Training Guide
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 .

Page 449

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 .

Page 450

Training Guide
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

Page 451

Training Guide
Oracle EBS R12 Inventory

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.

Page 452

Training Guide
Oracle EBS R12 Inventory

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. or Press [Alt+O]. . 8 Click the Open button.Training Guide Oracle EBS R12 Inventory Step Action 6 Click the vertical scrollbar. 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. 1 You should clear the pending transactions and transactions open interface before you 0 take a snapshot of your inventory quantities. You must procedurally coordinate the snapshot of your physical inventory with your actual counting. 7 Click in the Physical Inventory field.

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

Sign up to vote on this title
UsefulNot useful