Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

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Training Guide
Oracle EBS R12 Inventory

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Training Guide
Oracle EBS R12 Inventory

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

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Training Guide
Oracle EBS R12 Inventory

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

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

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Click the vertical scrollbar. .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. Procedure Step Action 1 Begin by navigating to the Shipping Networks page. Page 18 . . In this example. 9 End of Procedure. Defining Interorganization Shipping Networks An Interorganization Shipping Network describes the relationships and accounting information between a shipping organization and a destination organization.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Item Templates page. . 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. . Page 49 . . 3 Click the vertical scrollbar. create new item templates. 4 Click the Items: Templates link.

Page 50 . determine preset values for item attributes. . 7 Use the Item Template page to define new item templates.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]. You use item templates to .

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

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

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

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

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

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

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

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

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

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

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

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

You can also determine whether the descriptive element is required . 7 Click in the Name field. 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.Training Guide Oracle EBS R12 Inventory Step Action 6 Click the New button. . at item definition. or Press [Alt+D]. Enter "Mugs". . 8 Enter the desired information into the Name field. Page 63 . . and whether the descriptive element value is included by default in the item catalog description. .

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

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

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

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

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

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

3 Click the vertical scrollbar. . 2 Click the Inventory link. . Click the vertical scrollbar. 5 Use the Find Customer Item Cross References page to search for existing cross . references and to create new cross references. . 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. Page 70 . .

Page 71 . 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. . 7 Use the Customer Item Cross References page to establish a cross reference between .

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

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

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

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

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

8 Click in the Description field. Step Action 6 Click in the Commodity Code field. . Enter "Assemble-to-order . . 9 Enter the desired information into the Description field. . 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.Training Guide Oracle EBS R12 Inventory Step Action 4 Click the Customer Item Commodity Codes link. Enter "ATO". Page 77 . The . 7 Enter the desired information into the Commodity Code field. parts".

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

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

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

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

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

. You can define an unlimited number of . 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].

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Your company recently updated its part numbering system and you want to cross reference the old part number with the new part number. you will cross reference the obsolete part number to the current part number. 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 . In this example.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. 9 . 2 You have completed the Assigning Items to Categories procedure. . 0 End of Procedure.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

you will define a substitute item.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 can use these relationships to search for items. Click the vertical scrollbar. Except in Oracle Receiving. Procedure Step Action 1 Begin by accessing the Master Item page. . Defining Item Relationships You can define relationships between items. Page 134 . 7 End of Procedure.

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

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

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

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

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

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

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

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

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

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

Enter "Stores". 7 . 1 Enter the desired information into the Subinventory field. 6 . the item description appears automatically. 1 When you click in the Description field. 9 . Page 145 . Step Action 1 Click in 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]. 8 .

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

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

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

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

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

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

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

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

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

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

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

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

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. 7 Click the Item / Subinventory button. subinventory. . or Press [Alt+I]. . Page 158 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

3 Click the Serial Numbers link. . Enter "WM579". 4 User the Find Serials page to search for existing serial numbers. . 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. . . . 6 Enter the desired information into the Item field. 2 Click the vertical scrollbar. Click the vertical scrollbar. Page 217 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

4 End of Procedure. In this example. 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. 3 . Procedure Page 234 .Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the null field. Enter "01-110-6100-0000-000". 1 Click the Save button. 2 . 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. . Page 235 . . Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating the Transaction Types page. 3 Click the Setup: Types link. . transaction entry. A user-defined transaction type is a combination of a user-defined transaction source type and a predefined transaction action. 4 Use the Transaction Types page to define additional transaction types to customize .

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

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

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

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

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

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

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

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

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 Supply/Demand button. 0 . 1 The Supply/Demand Detail page depicts detailed information about the item. or Press [Alt+S].

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Procedure

Step

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

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Step

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

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Step

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

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

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

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Procedure

Step

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

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Step

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

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

Step

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the Query Material page. . . Page 310 . 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. Click the vertical scrollbar. 3 Click the vertical scrollbar. . 2 Click the Inventory link.

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

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

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

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

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

2 Click the Inventory link. . the Material Workbench page. . 4 Click the On-hand Quantity link. Click the vertical scrollbar. . . 3 Click the vertical scrollbar. Page 317 . 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.

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

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

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

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

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

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

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

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

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

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Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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Step

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

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

Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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

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

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

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

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

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

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. . for released sales orders and manufacturing tasks are grouped on a pick slip. 3 Click the vertical scrollbar. . 5 Use the Pick Slip Grouping Rules page to create rules to organize how picking lines . Click the vertical scrollbar. Page 342 . . 2 Click the Inventory link.

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

. . Page 344 . 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. . 2 Click the Inventory link. . . 3 Click the vertical scrollbar.

8 Click the Find button. 7 Enter the desired information into the Low Order Number field. . Enter "1242". Page 345 . or Press [Alt+i]. .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 . to view move order information.

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Step

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

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Step

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

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Click the vertical scrollbar. you will define an ABC compilation for your organization. In this example. 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. Procedure Step Action 1 Begin by navigating to the ABC Compiles page.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. Generate automatic schedule requests. 7 Use the Perform Full Cycle Count page to submit the following concurrent requests: . 0 .Training Guide Oracle EBS R12 Inventory Step Action or Press [F]. 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. Step Action 8 Click in the Parameters field. Page 428 . .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Procedure

Step

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

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

Step

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

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Step

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

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

Click the vertical scrollbar. 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. . 2 Click the Inventory link. . . Page 463 . 5 Use the Cycle Counts Summary page to search for existing cycle counts.

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

1 Click the Display On-hand Quantity option. 3 . 1 Click the Display Serial Number option. Step Action 1 Click the Include Recounts Only option. 4 . range. this reports lists all counts that you need to perform within in a given date . Page 465 .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 OK button. 7 End of Procedure. or Press [Alt+O].Training Guide Oracle EBS R12 Inventory Step Action 1 Click the OK button. or Press [Alt+K]. 1 You have completed the Requesting the Cycle Count List procedure. Page 466 . 5 . 6 . .

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

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

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

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

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

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

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

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

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. Page 475 .Training Guide Oracle EBS R12 Inventory Processing Physical Inventory Adjustments After you finish entering physical inventory counts and approving adjustments. you can submit the process that automatically posts the adjustments. . In this example. Due to the irreversible nature of this program. Procedure Step Action 1 Begin by navigating to the Physical Inventories Summary page. Once you run the adjustment program. you will process physical inventory adjustments. Oracle Inventory posts no physical inventory adjustments if you have any adjustments that are still pending approval. Click the vertical scrollbar.

3 Click the vertical scrollbar. adjustments. Step Action 6 Click the vertical scrollbar.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. . . Page 476 . . 5 Use the Physical Inventories Summary page to process physical inventory . . 4 Click the Physical Inventories link.

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

In this example. 1 Click the OK button. 6 End of Procedure. you will generate physical inventory tags. 5 . 1 Enter the desired information into the Adjustment Account field. Procedure Page 478 . . Enter "01-5803 7740-0000-000". or Press [Alt+a]. 2 . 1 Click the Launch Adjustments button. 1 You have completed the Processing Physical Inventory Adjustments procedure. or Press [Alt+O]. . 4 . 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.

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

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

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

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

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

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

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

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

Page 487 . or Press [Alt+Y]. . The first line is automatically selected when you open this . . 8 Click the Find button. 1 If you have an individual line selected. . 7 Enter the desired information into the Name field. page. 9 Click the Yes button. or Press [Alt+i]. Enter "FGI Physical Inventory". . 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.

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

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

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

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

. Click the vertical scrollbar. You must select an existing physical inventory before you can open it to take the snap shot. . 4 Click the Physical Inventories link. 5 Use the Physical Inventories Summary page to view existing physical inventories. . . 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 Physical Inventories Summary page. Page 492 .

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

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

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