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

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

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

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

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

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

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

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

ABC Analysis..................................................................................................................401
Purging ABC Information......................................................................................................401
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Oracle EBS R12 Inventory
Defining and Running an ABC Compile................................................................................404 Defining ABC Item Assignments...........................................................................................408 Defining ABC Classes............................................................................................................411 Defining ABC Assignment Groups........................................................................................414 Updating ABC Item Assignments..........................................................................................418

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

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

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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 .

Page 4

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. 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 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Intransit list item.

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 8 Click in the Name field. 1 Click in the Description field. 9 Enter the desired information into the Name field. 3 . 1 Enter the desired information into the Description field. . You can update this . Page 28 . Enter "Finished Goods 1 Subinventory". 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. option only if there is no on-hand quantity for the subinventory. . Enter "Fingood". . 0 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. if an item is transactional and stockable. a template cannot change Transactable to Yes and leave Stockable to no. Consider this scenario: you are a product manager for an ice cream manufacturer. When you apply a template to an item you overlay a set of values to the item definition. For example. An item template does not update the value of status attributes when the values conflict. Defining Item Templates An Item template is a defined set of attribute values. Procedure Page 48 . . You need to create an item template that automatically defaults item attributes that you typically use in your process manufacturing environment. 8 End of Procedure. You can apply the same or different templates to an item multiple times.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

stock. distribute. Procedure Page 121 . the item description appears automatically. Defining Items An item is a part or service you: purchase. 6 . . In this example. 4 . End of Procedure. 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. 1 Click in the Description field. 5 . 1 You have successfully completed the Defining Manufacturer Part Numbers 7 procedure. or prototype. plan.Training Guide Oracle EBS R12 Inventory Step Action 1 When you click in the Description field. manufacture. sell. 1 Click the Save button.

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

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

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

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

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

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

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

then the system checks for onhand quantity against all organizations within the master item organization. 1 . If revision control is enabled at the master-item level. Enter "DropShip". or function of the item. You cannot change the revision control revision control item attribute when an item has on-hand quantity. 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. 3 . 1 Enter the desired information into the Subinventory field. . Defining Item Revisions A revision is a particular version of an item. the system checks for on-hand quantity within the organization. 1 Click the Save button. you will create a revision for an item. In this example. bill or material or routing. 1 You have completed the Defining Item Transaction Defaults procedure. fit. Procedure Page 129 . 4 End of Procedure. If revision control is enabled at the organization level. 2 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Subinventory field.

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

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

9 When you click in the Items field. . 1 Click the Find button. 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 in the Items field. 0 . the Description appears automatically. Page 132 . Enter "12345". or Press [Alt+i].

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

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

.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. . button. Page 135 . 3 Click the vertical scrollbar. . Step Action 5 Click the Find. . .. 4 Click the Items: Master Items link. .

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

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

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

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

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

. 2 Click the Inventory link. 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. Click the vertical scrollbar. Page 141 . . 3 Click the vertical scrollbar. . .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.Training Guide Oracle EBS R12 Inventory Step Action 3 Click the Shelf life days list item. At receipt. 4 . .

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

. . 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. 4 Click the Report Types link.

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. or Press [Alt+d]. . . End of Procedure. item number. and lot status. 8 You have completed the Displaying Lot Information procedure. lot number. Step Action 6 Click the Find button. . Page 178 .

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

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

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

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

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

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

1 You have completed the Creating a New Lot procedure. You can choose to assign an existing lot or generate a new lot for the transaction. . 4 End of Procedure. 3 . In this example.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. Procedure Page 185 . you will perform a miscellaneous receipt of an item and assign an existing lot to the transaction.

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2 You have completed the Assigning Serial Numbers procedure. 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. 4 .Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. 5 End of Procedure. . you will view the material transactions for an item. In this example.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

.Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Description field. 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 . Page 240 . .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

The available choices are subinventory transfer and backflush transfer. When you transfer between subinventories. perform. . If an items has a restricted lists of subinventories. 3 Click the Subinventory Transfer link. 4 You use the Subinventory Transfer page to select the type of subinventory transfer to . 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. Click the vertical scrollbar. you can transfer from asset to expense subinventories as well as from tracked to non-tracked subinventories. 2 Click the Inventory link. then you can transfer the item from and to subinventories on that list. . . Page 270 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. you will view the lot attributes. the number you can reserve. 2 . and the number you can transact.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. 1 You have completed the Viewing Item Availability procedure. Viewing Attribute Information You can use the Material Workbench page to view the attributes of a particular lot or serial. 3 End of Procedure. These numbers . In this example. Page 303 . Step Action 1 Click in the Material Location field.

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

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

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

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

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

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

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

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

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

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

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

.Training Guide Oracle EBS R12 Inventory 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 . Page 317 . 3 Click the vertical scrollbar. the Material Workbench page. . . Click the vertical scrollbar. 4 Click the On-hand Quantity link. . 2 Click the Inventory link.

your organization. .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 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 Click the OK button. 9 . 2 You have completed the Allocating and Transacting Move Orders procedure. Procedure Page 350 . or Press [Alt+O]. In this example. you will generate a move order requisition. .

Training Guide
Oracle EBS R12 Inventory

Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

9 Enter the desired information into the Item field. Enter "500". 1 Click in the Quantity field. 1 . 1 Click in the Effective Date field. . 2 . Enter "03-APR-2008". . 1 Enter the desired information into the Quantity field. 0 . 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. 3 . Page 376 .

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

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

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

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

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

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

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

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

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

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

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

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

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

.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. Page 390 . define. or Press [Alt+N].

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Procedure Step Action 1 Begin by navigating toe the Manual Schedule Requests page. . Page 433 . In this example. Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Generating Automatic Schedules procedure. . 5 End of Procedure. you will schedule a count request for an item. 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 . . Enter . 3 Click the vertical scrollbar. . Step Action 6 Click in the Cycle Count Name field. . . 5 Use the Manual Schedule Requests page to manually add items to a cycle count. 4 Click the Manual Requests link. . "OrganizationCount". 7 Enter the desired information into the Cycle Count Name field.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1 Click the Display On-hand Quantity option. 1 Click the Display Serial Number option. 4 . range. Step Action 1 Click the Include Recounts Only option. 3 .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. Page 465 . 2 . this reports lists all counts that you need to perform within in a given date .

5 . Page 466 . .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. 7 End of Procedure. 6 . or Press [Alt+O]. 1 Click the OK button.

Upon completion of this lesson. Physical inventories are usually performed once every six months or once a year depending on the organization requirements. • Enter and void physical inventory tags. You can perform physical inventories whenever you choose to verify the accuracy of your system on-hand quantities. the purge does not affect any adjustments or adjustments transactions made using the physical definition. 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. You can also purge only the physical inventory tags. In this example. • Take a snapshot of inventory quantities. Procedure Page 467 .Training Guide Oracle EBS R12 Inventory Physical Inventory A physical inventory is a periodic reconciliation of system on-hand balances with physical counts in inventory. 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 will be able to: • Define a physical inventory. • Process physical inventory adjustments. However. • Generate physical inventory tags. • Approve physical inventory adjustments. • Purge physical inventory information.

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

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

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

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

Page 472 . 7 Use the Define Physical Inventory page to enter the parameters for your physical . .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. inventory. and to create new physical inventories. or Press [Alt+N].

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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