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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2 . shipping organization and the interorganization payables account for the receiving organization should equal the interorganization payables account for the receiving organization. Page 23 . The interorganization receivable account for the . Organization Parameters page. 5 . 2 Click the Tools menu. 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. 2 Click the Shipping Methods menu. 2 Click in the Payable field. The 3 default value is the value you defined in the Organization Parameters page. 2 Click in the Intransit Inventory field. The default value is the value you defined in the . 0 .Training Guide Oracle EBS R12 Inventory Step Action 1 This is the general ledger receivables account used as an interorganization clearing 9 account for the shipping organization. or Press [Alt+T]. 2 Click in the Receivable field. 2 This is the method you use to ship from the shipping organization to the destination 7 organization . . 4 . 2 This is the general ledger payables account used as an interorganization clearing 1 account for the receiving organization. 6 .

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

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

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

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

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

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

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

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

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

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

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

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

Subinventory Picking Rules". Enter "Subinventory Pick". . 8 Click in the Description field. 7 Enter the desired information into the Name field. 0 . 1 Click the Applicable To list. . Enter "Sales Order . 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

determine preset values for item attributes. 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]. 7 Use the Item Template page to define new item templates.

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

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

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

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

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

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

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

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

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

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

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

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

. You can also determine whether the descriptive element is required . 8 Enter the desired information into the Name field. . 7 Click in the Name field. at item definition. and whether the descriptive element value is included by default in the item catalog description. or Press [Alt+D]. Enter "Mugs". .Training Guide Oracle EBS R12 Inventory Step Action 6 Click the New button. 9 Click the Details button. 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 1 This is the sequence the descriptive elements appear in the Master Item page when 1 you assign them to an item. Enter "Ceramic". 2 . Enter "1". 3 . 4 . Step Action 1 Enter the desired information into the Seq field. 1 Click in the Name field. 1 Enter the desired information into the Name field. Page 64 . .

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

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. . Page 66 . 4 Click the Customer Items link.

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

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

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

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

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

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

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

. . Click the vertical scrollbar. 2 Click the Inventory link. items an entities. Page 74 . 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. 4 Click the Items: Cross References link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Click the vertical scrollbar. Page 130 . . 3 Click the vertical scrollbar. 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 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1 Click in the Description field. 1 Click the Save button. . the description appears automatically. 1 When you click in the Description 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. 0 . Enter "AS54888". Page 159 . 1 . 2 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

0 . . or Press [Alt+r]. subinventory. Enter "Miscellaneous receipt". 1 Click the Transaction Lines button. . 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. 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. Page 187 . 7 This is the GL account to which you are going to charge the transaction. . Enter "01-580-7740-0000-000".

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

. 3 Click the vertical scrollbar. Page 204 . .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. Click the Vertical scrollbar. . . . 4 Click the Serial Numbers link. 2 Click the Inventory link.

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

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

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

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

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

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

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

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

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

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

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

2 You have completed the Assigning Serial Numbers procedure. 5 End of Procedure. Procedure Page 216 .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. 4 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

0 . 6 Click the New button. . Enter "Issue to Goodwill". . 9 Click in the Description field. Page 236 . Enter "Issue to Charity". .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. 1 Enter the desired information into the Description field. .

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

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

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

Page 240 . . Enter "Under pick due to 0 inventory shortage". 1 . 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

In this example. There is no intermediary step when you perform a direct interorganization transfer. Transferring Directly Between Organizations You use direct interorganization transfers to move inventory directly from a shipping organization to a destination organization. 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. Procedure Page 259 . . you will transfer an item directly to another organization. 5 Click in the Reason field. 5 You have completed the Viewing Material Transactions procedure. 3 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Procedure

Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

5 Use the Query Material page to enter the search criteria which determines the . . 4 Click the On-hand Quantity link. 3 Click the vertical scrollbar. 2 Click the Inventory link. . . information that you view on the Material Workbench page. Page 301 .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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1 Click the Defective tree item. 1 . or Press [Alt+T]. 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 Tools menu. 1 Click an entry in the On-hand tree control. Page 319 . 2 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

you will purge a replenishment count. or Press [Alt+R]. Procedure Page 364 . In this example. 1 You have completed the Replenishing Kanban Cards procedure. 0 . 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. 1 End of Procedure. .

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

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

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

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

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

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

automatically appears. . . 3 Click the vertical scrollbar. 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. . .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Generate Kanban Cards page. the System Items page. . 2 Click the Inventory link. Page 371 . Click the vertical scrollbar.

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

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

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

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

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

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

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

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

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

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

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

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

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]. Page 384 .

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

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

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

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

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

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

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

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

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

Page 394 . Procedure Step Action 1 Begin by navigating to the Find Demand History Items page. In this example. . 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. you will view the demand detail for an item. . . 3 Click the vertical scrollbar.

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

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

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

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

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

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

• Define ABC assignment groups. Procedure Page 401 . Up on completion of this lesson you will be able to: • Define and run an ABC compile. You can optionally use the ABC analyses you compile to drive your cycle counts where you might count items of high value (A items) very frequently. and items of lower value less frequently. • Define ABC item assignments. In this example. Purging ABC Information You can submit a concurrent request to purge either ABC assignment groups or ABC compile information. • Update ABC item assignments. you will submit a request to purge an ABC assignment group. ABC refers to rankings you assign to your items because of this analysis where A items are ranked higher than B items and so on. • Define an ABC classes. • Purge ABC item 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 416 . Enter "SeattleCompile".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 Click in the Valuation Scope field. . 7 Enter the desired information into the Group Name field. . 1 When you click in the Valuation Scope field the valuation scope appears 0 automatically. . 8 Click in the Compile Name field. Enter "onhandquantity".

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

quantity variances. Enter "Class AA". 5 . Step Action 1 Click in 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. 3 . 4 . You select the ABC 2 class to which the item belongs and optionally associate the positive and negative . Page 443 . 1 Enter the desired information into 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 Enter the desired information into the Adjustment Account field. 9 Enter the desired information into the Name field. Enter "OrganizationCount". 1 . 1 The Adjustment Account is the general ledger account used to charge cycle count 0 adjustments. . 1 Click in the Inactive On field. 1 Click in the Adjustment Account field. 3 . Enter "01-5802 7740-0000-000".Training Guide Oracle EBS R12 Inventory Step Action 8 Click in the Name field. . Page 454 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

the snapshot saves all current on-hand quantities and costs. The system uses this information as the basis for all physical inventory adjustments. Page 491 . Taking a Snapshot of Inventory Quantities Before you can generate tags for physical inventory. 2 You have completed the Approving Physical Inventory Adjustments procedure. You can resume normal inventory operations after you have entered your counts but before you have authorized all final physical inventory adjustments. 3 End of Procedure. .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. In this example. you must take a snapshot of all system onhand quantities for your items. 2 . you will take a snapshot of inventory quantities.

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

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

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

Sign up to vote on this title
UsefulNot useful