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

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

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

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

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

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

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

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

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

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

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

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Training Guide
Oracle EBS R12 Inventory

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

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Training Guide
Oracle EBS R12 Inventory

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

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

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. 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 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. 2 Use the Rules Workbench page to assign your picking rule. The . 2 Click the Assignment button. system automatically assigns a sequence number and return type to the rule. Page 46 . You can modify the sequence number. You can assign your rule to any combination of criteria the Rules Workbench page displays.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. For example. This means for picking. 1 . 0 . The rule that you created 2 on the Inventory Picking Rules page appears on the Rules Workbench page. you can assign it to an item on the Rules Workbench page. if you create a picking rule that allocates material by lot number in ascending order followed by locator in ascending order. or Press [Alt+A].

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

For example. You need to create an item template that automatically defaults item attributes that you typically use in your process manufacturing environment. 8 End of Procedure. The more recent attribute values override previous values unless the previous value is not updateable. 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. Your company operates in a process manufacturing environment. . if an item is transactional and stockable. Consider this scenario: you are a product manager for an ice cream manufacturer. Defining Item Templates An Item template is a defined set of attribute values. Procedure Page 48 . You can apply the same or different templates to an item multiple times.Training Guide Oracle EBS R12 Inventory Step Action 2 You have completed the Defining Picking Rules procedure.

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

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

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

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

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

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

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

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

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

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

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

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

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

. 2 Click the Inventory link.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. 5 Use the Item Catalog Groups page to create a new item catalog. . 3 Click the vertical scrollbar. . .

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

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

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

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

new customer items. A customer . 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 . Step Action 6 Click the New button. item is the number that a customer uses to define an item. Page 67 . or Press [Alt+N].

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 91 . .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. Step Action 6 Click the New button. . or Press [Alt+N]. . . 5 Use the Find Item Templates page to search for existing item templates.

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

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

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

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

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

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

Step Action 1 Click the Tools menu. 2 . or Press [Alt+T]. Page 98 .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. 1 Click the Categories menu. or Press [a]. . You 3 can use this page to assign the item to more then one category set. 1 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2 . Page 113 .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 .

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

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

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

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

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

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

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

. you enter only the . You define all items in the Master Item page. . . You cannot define an item at the organization level. 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. Click the vertical scrollbar. Page 122 . 4 Click the Items: Master Items link. 2 Click the Inventory link. Oracle Inventory automatically switches to the Master Item page when you define a new item. When you define items. information you need to maintain the item. 3 Click the vertical scrollbar. .

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

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

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

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

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. . . . .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Item Transaction Defaults page. . Page 127 . 3 Click the vertical scrollbar.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1 Use the Master Item page to define and maintain item attribute information. . Page 143 . or Press [Alt+i]. Enter "AS54888". 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. 0 .

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

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

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

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

. 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. Step Action 5 Click the Find. Page 148 . button. . ... 4 Click the Items: Master Items link.

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

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

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

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

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

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

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

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

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

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

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

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

2 Click the Inventory link. .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Item Information page. Step Action 6 Click the All list item. 3 Click the vertical scrollbar. . Page 161 . 5 Use the Find Item Information page to set the viewing criteria for viewing item . . information. . . 4 Click the Items: Item Information link. 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

4 Click the Generate Serial Numbers link. . . Click the vertical scrollbar. 3 Click the vertical scrollbar. 2 Click the Inventory. numbers. Vision Operations (USA) link. Page 207 . 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 208 . Enter "6789101112".Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Item field. 8 Click the OK button. or Press [Alt+O]. 7 Enter the desired information into the Item field. . 9 Use the Parameters page to enter the serial quantity to generate. 0 . 1 Click in the Quantity field. .

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

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

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

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

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

2. 8 . 1 Click the Lot . 9 . 1 Use the Serial Entry page to assign serial numbers to items upon receipt. Enter "1.2".Serial button. Step Action 1 Click in the Starting Serial Number field. Page 214 . 7 . 6 .Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Locator 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 When you click in the End Serial Number field. 2 . or Press [Alt+D]. . Page 215 . Enter "100". 0 . 2 Click the Done button. 2 Click in the Ending Serial Number field.

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

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

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

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

.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Material Transactions tab. Page 220 . and transaction type. subinventory. . 4 . 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. 6 End of Procedure.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

you will transfer an item directly to another organization. Transferring Directly Between Organizations You use direct interorganization transfers to move inventory directly from a shipping organization to a destination organization. 3 .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. In this example. . 4 End of Procedure. . 5 You have completed the Viewing Material Transactions procedure. Procedure Page 259 . There is no intermediary step when you perform a direct interorganization transfer. 5 Click in the Reason field.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1 Enter the desired information into the Number field.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. Enter "Intransit Shipment". 0 . Enter "Boston Manufacturing". Enter "4567". . 7 Click in the Type field. . 9 Click in the Number field. 8 Enter the desired information into the Type field. . . Page 275 . .

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

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

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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1 Click the Source Type tab. Step Action 1 Click the Subinventory. Page 288 . 1 Use the Subinventory. The . net value. 2 . and net volume. Locator tab to view subinventory and locator transaction 3 history. Locator tab. Subinventory tab displays transaction subinventory information as well as the net quantity. .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. 4 .

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Date field. In this example. . 1 End of Procedure. Procedure Page 300 . you will view item availability. 0 . 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.

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

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

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

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

. 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 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

your organization. . 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. . or Press [Alt+n]. Page 323 . 7 Click the Find button.

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

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

Training Guide
Oracle EBS R12 Inventory
Step Action 1 Click in the Subinventory field. 8 . 1 Enter the desired information into the Subinventory field. Enter "Stores". 9 . 2 Click the OK button. 0 . or Press [Alt+O]. 2 Click the OK button. 1 . or Press [Alt+O]. 2 Use the Move Orders page to approve the mass move. A move order is a formal 2 request for the movement of material within a single organization. .

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

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

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

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. or Press [Alt+S]. 0 . . 1 Click the FGI tree item. 2 . Page 339 . 1 . . 1 Click the Status button. 9 Click an entry in the M1 tree control.

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

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

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

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

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

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

Page 346 . and the allocated quantity. You can view the item and subinventory .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Select option. 1 . 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. 1 Click the View/Update Allocations button. the requested quantity. 0 . information. or Press [Alt+U].

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Step

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

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Step

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

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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

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

Page 362 . 2 Click the Inventory link. 5 Use the Find Kanban Cards page to search for existing kanban cards. . 3 Click the vertical scrollbar. Click the vertical scrollbar. . . . .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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

and items of lower value less frequently. • Update ABC item assignments. • Define ABC item assignments. • Purge ABC item information. • Define an ABC classes. 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. Purging ABC Information You can submit a concurrent request to purge either ABC assignment groups or ABC compile information.Training Guide Oracle EBS R12 Inventory ABC Analysis An ABC analysis determines the relative value of a group of inventory items based on valuation criteria you specify. Up on completion of this lesson you will be able to: • Define and run an ABC compile. In this example. Procedure Page 401 . You can optionally use the ABC analyses you compile to drive your cycle counts where you might count items of high value (A items) very frequently. • Define ABC assignment groups. you will submit a request to purge an ABC assignment group.

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

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

. 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. Defining and Running an ABC Compile You can define and compile an ABC analysis for your entire organization or for a specific subinventory within your organization. . you will define an ABC compilation for your organization. 1 End of Procedure. Page 404 . In this example. Click the vertical scrollbar.

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. . . . . . or Press [Alt+N]. 5 Use the ABC Compiles page to create a new ABC compile.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. Page 428 . Generate cycle count requests. 7 Use the Perform Full Cycle Count page to submit the following concurrent requests: . 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. 1 Click in the Cycle Count Name REQUIRED field. 0 . and Cycle count listing. Generate automatic schedule requests. .

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

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

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

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

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

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

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

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

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

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

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

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

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

1 . 0 . or Press [Alt+I]. 1 Click the Items button. Page 442 . .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].

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. 3 . Page 443 . 5 . quantity variances. 1 Click in the Item field. Step Action 1 Click in the Class Name field.Training Guide Oracle EBS R12 Inventory Step Action 1 Use the Cycle Count Items page to add items to your cycle count. 4 . Enter "Class AA".

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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Oracle EBS R12 Inventory
Step Action 4 Click the Cycle Counts link. . 5 Use the Cycle Count Summary page to query for existing cycle count header . information.

Step

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

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory
Step Action 2 Enter the desired information into the Name field. Enter "Class A". 2 . 2 Click in the Counts Per Year field. 3 . 2 Enter the desired information into the Counts Per Year field. Enter "60". 4 . 2 Click in the Name field. 5 . 2 Enter the desired information into the Name field. Enter "Class B". 6 . 2 Click in the Counts Per Year field. 7 . 2 Enter the desired information into the Counts Per Year field. Enter "50". 8 . 2 Click in the Name field. 9 . 3 Enter the desired information into the Name field. Enter "Class C". 0 . 3 Click in the Counts Per Year field. 1 . 3 Enter the desired information into the Counts Per Year field. Enter "10". 2 .

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Oracle EBS R12 Inventory
Step Action 3 Click the Save button. 3 . 3 You have completed the Defining Cycle Classes procedure. 4 End of Procedure. .

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

Procedure

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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.

Page 453

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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