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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 27 . about the subinventory. You enter information . or Press [Alt+N]. 7 You use the Subinventories page to create new subinventories. 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 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Procedure Step Action 1 Begin by navigating to the Item Status page. 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. Click the vertical scrollbar. 2 Click the vertical scrollbar. . . . Create a pre-production item status that enables you to automatically set the needed item attributes.. 3 Click the Inventory link. Page 58 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Enter "Ch_APPL". 1 Enter the desired information into the Structure Name field. Enter "Inventory Class". . 0 . 1 Click in the Category field. Page 84 . 1 .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 Category field. 3 . 2 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

.. 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. . Page 131 ..

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Enter "Mugs".Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Catalog Group field. 1 Enter the desired information into the Catalog Group field. 5 . 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. . 8 . 7 . 6 . Page 155 . 1 Click in the Name field.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

or Press [Alt+r].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". 1 Use the Miscellaneous receipt page to enter item. . and quantity 1 information about the item you are going to receive. 9 Enter the desired information into the Account field. . subinventory. 1 Click the Transaction Lines button. . Enter "Miscellaneous receipt". . . 0 . Page 187 . 8 Click in the Account field.

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

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

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

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

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

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

and a Miscellaneous receipt performed on the lot. 1 The Transaction Details alternative region displays item transaction information such 4 as the transaction date. . there were two . two reservations exist for the item. there are . In this case. 3 . or Press [Alt+R]. 1 Click the Reservations button. In this case. When you click the Reservations button 6 in the Genealogy page. Intransit Shipments. 5 . subinventory and transaction type. 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. 7 End of Procedure. 1 You can view existing reservations for a lot. Page 194 .

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1 Use the Serial Entry page to assign serial numbers to items upon receipt. Enter "1. 6 .Serial button.2.2". 7 . 9 . 8 . Page 214 . Step Action 1 Click in the Starting Serial Number field.Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Locator field. 1 Click the Lot .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. Page 248 . 3 Click the Pending Transactions link. Click the vertical scrollbar.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. 2 Click the Inventory link. . 4 Use the Find Pending Transactions page to search for pending transactions. .

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

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

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

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

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

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

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

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

4 Use the Material Transaction Distributions page to view detailed information about 0 the transactions. 3 Click the Distributions button. Page 257 . 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. 9 .Training Guide Oracle EBS R12 Inventory Step Action 3 Click in the Item field. 7 . or Press [Alt+b]. .

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

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

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

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

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

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

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

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

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

Page 267 . . . 6 Enter the desired information into the Type field. and owning party information. enter the item. 8 The Transfer to Regular page enables you to transfer material to general stock. subinventory. 7 Click the Transaction Lines button. The available quantity is the quantity on hand minus all reservations for the item. or Press [Alt+r]. .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 . Enter "Transfer to Regular".

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

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

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

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

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

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

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

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

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

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

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

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

3 . 4 . Page 290 . 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

When you change the grade. or Press [Alt+T]. 1 . Page 315 . it changes . or Press [G]. 0 . 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.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Tools menu. 2 Click the Grade Update menu. the grade for the entire lot.

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

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

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

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

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

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

. .Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the Query Material page. the Material Workbench 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. Page 322 . . . 4 Click the On-hand Quantity link. 3 Click the vertical scrollbar.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Step

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

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Step

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

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. 4 . Page 392 . 6 .

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

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

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

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

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

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

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

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

• Define ABC item assignments. Up on completion of this lesson you will be able to: • Define and run an ABC compile. • Define an ABC classes. you will submit a request to purge an ABC assignment group.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 assignment groups. 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. and items of lower value less frequently. 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. • Update ABC item assignments. In this example. Purging ABC Information You can submit a concurrent request to purge either ABC assignment groups or ABC compile information.

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

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

you will define an ABC compilation for your organization. Page 404 . 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. In this example. Click the vertical scrollbar. 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. . 1 End of Procedure. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

3 . 5 . 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. 1 Click in the Item field. You select the ABC 2 class to which the item belongs and optionally associate the positive and negative . 1 Enter the desired information into the Class Name field. quantity variances. Page 443 .

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

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

Procedure

Step

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

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

Step

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

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

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Oracle EBS R12 Inventory

Step

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

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Oracle EBS R12 Inventory

Step

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

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

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

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

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

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

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

Page 460 . 3 . 2 . or Press [Alt+i]. 1 Click the Approval Status Approved option. 5 . 1 Click the Approval Status Approved option. 0 . 4 . 8 Click the Find button.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. 1 Click the Approval Status Approved option. 1 Click the Approval Status Rejected option. 1 Click the Item Details tab. 1 . or Press [Alt+Y]. 1 Click the Approval Status Recount option. Enter "FGICount". . . 9 Click the Yes button. .

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

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

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. . . Click the vertical scrollbar. 4 Click the Cycle Counts link. . . Page 463 . 2 Click the Inventory link. .

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

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

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

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

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

. . or Press [Alt+T]. This concurrent .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. The default . selection is Tags Only. 8 Click the Perform purge menu. 7 Click the Tools menu. If you select All. 9 Use the Purge Physical page to purge a physical inventory definition. 1 If you select Tags Only. . request does not affect adjustments or adjustment transactions. Page 469 . then the system purges just tags.

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

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

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

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

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

Click the vertical scrollbar. Procedure Step Action 1 Begin by navigating to the Physical Inventories Summary page. Page 475 .Training Guide Oracle EBS R12 Inventory Processing Physical Inventory Adjustments After you finish entering physical inventory counts and approving adjustments. The system automatically creates a material transaction that adjusts the item quantity and debits or credits the adjustment account you specify for you physical quantity. the system does not allow you to generate new tags or make any further updates to tag counts. Due to the irreversible nature of this program. 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. In this example. Once you run the adjustment program. . you will process physical inventory adjustments.

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

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

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

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

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. the physical inventory description and the . 1 . 9 Click in the Description field. . date the physical inventory was created appears automatically. 1 Click in the Starting Tag field. . Enter "FGI Physical Inventory".Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Name field. . . Page 480 . 7 Enter the desired information into the Name field. 8 When you click in the Description field.

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

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

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

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

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

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. . Page 486 . physical counts. . 2 Click the Inventory link. 3 Click the vertical scrollbar. . Click the vertical scrollbar. approve and reject . 5 Use the Approve Physical Adjustments Summary page to view. 4 Click the Approve Adjustments link. .

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

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

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

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

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

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

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

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

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