Inv Basic Setup Lab.

Oracle Inventory
Basic Setup Labs

E-Business Suite R12
These labs were prepared for the purpose of
demonstrating basic Inventory functions.
Created By Edgar Arroyo
December 12, 2005
Updated by Daniel Newman, Rodrigo Castro

November 9, 2008
PREFACE
These labs were prepared for the purpose of demonstrating basic Inventory functions. They were developed
to assist an applications support analyst by:
Providing an introduction to navigating through Inventory application forms
Listing initial step by step instructions for data entry within the Inventory application to familiarize
a support analyst with the features and functions of common Inventory movements and
application maintainance
Demonstrating various support tips for O

Oracle
racle Applications, while performing common form
functions such using the List of Values feature, submitting concurrent requests, and general
System Administrator functions (System Administrator Responsibility)
Performing common inventory functions that all customers perform, such as defining and
maintaining items, issuing and receiving stock (items) into inventory, and performing stock (item)
replenishment.
Reinforcing Inventory concepts and functional issues that were discussed during class lectures
As a source of reference for future support issues that may arise
Feel free to do these labs as often as you want.

Experiment, change an item attribute, initialize a cycle count in a different fashion or define items with greater
inventory controls. If some of the terms mentioned here are unfamiliar to you, before the week is out, they
may just become part of your daily vocabulary while working in the support environment.
Remember; dont be afraid to make a mistake, YOU are here to learn.
The Labss can be performed on any release instance that has the Vision Demonstration Database installed.
However, several of the labs may not be able to be completed due to the flexibility of implementing Oracle
Applications. Examples would be
- Different item
em attribute settings
- Different organization parameters
- Data that may not exist
Should you have any questions, please contact edgar.arroyo@oracle.com .
If you find any inconsistencies within this do
document, please email edgar.arroyo@oracle.com .
Table Of Contents
LAB 1
Setup: Inventory Structures
LAB 2
Setup: Units of Measure
LAB 3
Setup: Item Attribute Control
LAB 4
Using Status Codes
LAB 5
Using Categories and Category Sets
LAB 6
Item Templates & Items Copy
LAB 7
Items: Relationships, Cross References,

Manufacturers Part Numbers
LAB 8
Item C
Catalog Groups
LAB
Performing Item Searches
LAB 10
Inventory Controls Using Stock Locators
LAB 11
Inventory Controls Item Revisions
LAB 12
Inventory Controls Using Lot Control
LAB 13
Inventory Controls Using Serial Numbers
LAB 14
Creating Custom Transaction Sources

Sources\Types
LAB 15
Performing Inventory Transactions
LAB 16
Processing Return Material Authorizations (RMA)
LAB 17
Perform Receiving Transactions (Purchasi

(Purchasing)
ng)
LAB 18
Implementing ABC Analysis
LAB 19
Implementing Cycle Counting
LAB 20
Physical Inventories
LAB 21
Performing 2nd Day Cycle Counting
LAB 22
Initializing Forecasts and Forecasts Sets
LAB 23
Using Reorder Point Pl

Planning
anning for replenishment
LAB 24
Using Min
Min-Max Planning for replenishment
LAB 25
Available to Promise (ATP)
APPENDIX A
Navigation Hot Keys
LAB 1 - Inventory Structures

NOTE: For all Labs, the value -XX
XX- denotes the student initials or first name.
- Application Navigation path

- Button
- Menu navigation path
Log on to Oracle Applications.

User: <userid>
Password: <password>
Responsibility: Inventory or Manufacturing, Vision Operations (USA)
1. Create New Organizations

Inventory> Setup> Organizations> Organizations
Enter Organization Name (XX-organization1
organization1)
Type: Plant
Location: M1- Seattle
Internal or External: Internal
Save
2. Create a Location for this Inventory Organization

Inventory> Setup> Organizations> Locations
Enter Location Name:
XX-Location1
Description: <enter description>
Address Details TAB
Enter Address
Shipping Details TAB
Take all defaults
Other Details TAB
No information to enter
Save
Enter Organization Classification
Inventory> Setup> Organizations> Organizations

Enter Organization Name (XX-organization1
organization1) in the Find Organization window
Click Find
Under Organzation Classifications Section, put your cursor in the Name field.
Select Inventory Organization using the List of Values (LOV, Control L or to the right of the field)
Select enabled checkbox
Save.
Click on the Others button.
Enter the Accounting Information

Enter Set of Books, Legal Entity, and Operating Unit = (Vision Operations)
Save
Enter Inventory Information
Enter thefollowing:
Organization Code = <XXX>
Item Master Organization = Vision Operations
Calendar Vision01
Under the Costing Information Tab:
Costing Method = Standard
Transfer to GL = Yes
Enter Material Account and other accounts
Under the Revision and Lot Control Tab:
Serial Number uniqueness = within inventory items
Enter Serial Number Prefix <XX>
Enter Starting Serial Number, 000001
In the Others TAB
Enter all the required accounts
Save
________________________________________________________________
3.
Define Subinventories
Setup>Organizations>Subinventories
Click on the New button

Name: XX-subinv
Description:
XX-(your Name)
Locator Control:
At Item Level
Note: Accept all other field defaults

Create at least three subinventories
Use Existing Inventory
Save
LAB 2
1.
Units of Measure
Define a Unit of Measure class and new base Unit of Measure (UOM) for your UOM class. This new
base UOM will then be used as a default for items you will be defining in later labs.
Setup>Units of Measure>Classes
Add a new UOM Class
Name
XX-QTY
Description
XX Quantity
Base Unit
XX-Each
UOM
EXX
Save (Ctrl S)
Note: By entering XX-Each in the base unit field, you have effectively just defined a new UOM.
Add 2 non-base
base units of measure for you new UOM class, XX-Qty.
Click on the Unit of Measure button ((if you are at the Navigator, then chose
Setup>Units of Measure>Conversions
Notice
otice that your base unit already has a conversion defined for it - Since this is a base unit, the
conversion rate will always have a 1 to 1 relationship with itself.
Add a new UOM Class

Name
XX-Dozen
XX-Gross
Unite of Measure
DXX
GXX
Description
XX-Dozen XX-QTY
XX-Gross XX-QTY
Save
3.
Add conversion rates between your base unit of measure and your 2 non
non-base
base units of measure.
Click on the Conversions button (if you are at the Navigator, then chose
Setup>Units of Measure>Conversions
Add conversions between your base unit and non
non-base units.
Choose your non-base
base unit of measure for XX-Dozen,, and enter the appropriate conversion rate:
- Use List of Values (LOV) icon and select XX-Dozen, OR
- Use the CTRL L key to display LOV and select XX-Dozen, OR
- Enter a partial value and the use the <tab> key to display the LOV and select XX-Dozen
XX
Enter the conversion rates for dozen - 12
Add another UOM Conversion
Choose your non-base
base unit of measure for XX-Gross,, and enter the appropriate conversion rate:
- Use List off Values (LOV) icon and select XX-Gross, OR
- Use the CTRL L key to display LOV and select XX-Gross, OR
- Enter a partial value and the use the <tab> key to display the LOV and select XX-Gross
XX
Enter the conversion rates for gross - 144
Save
LAB 3
Status Codes
1. Define a new Status Code for your items. Items that will be defined using this status code will always
have the
following attributes enabled:
Be allowed to be placed on a Bill of Material
Be available to be the purchasing module
Stockable in Inventory
Be transactable in Inventory
Setup>Items>Status Codes
Name:
XX-Status
Description:
XX My new status
(Tab to move to each attribute. Clicking on the CHECK BOX sets the attribute control value=YES.)
BOM Allowed
Build in WIP
Customer Orders Enabled
Internal Orders Enabled
Invoice Enabled
Transactable
Purchasable
Stockable
2.
Yes
No
No
No
No
Yes
Yes
Yes
Define a new item called XX-item

item.
Items>Master Items
Name
XX-item
Description
XX - My item
Click on the top Menu click on Tools

Click on Copy From
Template: Purchased Item (use the LOV icon OR
Use the CTRL L keys OR
Enter a partial value and press the tab to display a list to chose from)
Click on Apply, then Done

Save (Ctrl S)
Should you be asked for your Units of Measure (UOM) sele
select <XX-Each>
Determine some of your item attributes.
From the top menu, chose Tools > Find Attributes OR
Choose the appropriate attribute group from the Alternative Region, and write down the values
valu for
the following item attributes:
Group
Item Attribute
Value
MAIN
Item Status
_____________________
INVENTORY
Transactable
_____________________
Stockable
_____________________
Customer Orders Ena

Enabled
_____________________
Internal Orders Enabled
_____________________
INVOICE
Invoice Enabled
_____________________
WORK IN PROCESS
Build in WIP
_____________________
ORDER MANAGEMENT
3.
Change the Item Status item attribute from its current value to your new status code, XX-Status
From the Main region put your cursor on the Item Status field
Click on the icon for List of Values OR
Use the CTRL L keys OR
Enter a partial value and press
ress the tab to display a list to chose from)
Choose XX-Status
Save
In the Order Management alternative region try to change the Customer order Enabled item
attribute back to yes. What happened and why did it happen?
_______________________________________________________________________________
In the WIP alternative region, change the item attribute WIP ALLOWED to be Not Enabled
What happened and why did it happen?
___________________________________________
_______________________________________________________________________________
____________________________________
Name 1 of the 2 ways discussed during class lecture that will enable you to update these 2
attributes.
1. _____________________________________________________________________________
2. __________________________
_______________________________________________________________
__________________________________________________
4.
Assign your new item to Seattle Manufacturing (M1).

Save
Items>Organization Items
From the organizational item form, Click on the top Menu under Tools
Click on Item costs
Item: XX-item
Click the Find button
When the Item cost Summary form appears,
Click the Costs button
You may receive a forms error pop up box stating:
FRM-40350:
40350: Query caused no records to be retrieved
Click ok
OR
You will have a default record for cost element=ma
element=material overhead and subelement= Purchasing - delete
this record, select OK, and then save the transaction and add the following:
Cost Element
MATERIAL
Subelement
Material
Basis
Item
Rate or Amount
5
You can also navigate to the Item Costs form by:

Costs>Item Costs
LAB 4
1.
Item Attribute Controls
Determine the attribute group name and the control level (Master \ Organization) of the following
attributes settings for your Organization ((XX-organization1):
Setup>Items>Attribute Controls
Attribute Name
Group Name
Controlled At:
BOM Item Type

Cost of Goods Sold
Customer Ordered
Inspection required
Lot control
_______________
_______________
_______________
_______________
_______________
___________________
___________________
___________________
___________________
___________________
Inventory item
Min-Max Maximum quantity
2.
_______________
_______________
___________________
___________________
Define your item XX-item1 in the master organization you created ((XX-organization1):
organization1):
Items>Master Items
Query enter (F11).
Key in item number: XX-item1 OR

Enter a partial value and the wildcard character (%) XX-%% and then use the down arrow key until iteM
XX-item1 is displayed in the item name field
Query run (Ctrl F11)
From the Main region get the Item Status code. ___________________
From the alternative regions choose the appropriate region to display and then record the values of the
following item attributes (if the box is checked, consider the attribute Enabled or set to Yes; if
unchecked, consider the attribute NOT
NOT enabled or set to No).
Attribute
ALT Region
Value
Inventory Item
WIP Supply Type
Lot Control
Costing Enabled
Inv. Planning Method
Default Shipping Org
Purchasable
User Item Type
_______________________
_______________________
_______________________
_______________________
_______________________
_______________________
_______________________
_______________________
_____________
_____________
_____________
_____________
_____________
_____________
_____________
_____________
3. Determine the actual item attribute values for item XX-item1, in the organization created.
Items>Organization Items
Item:
XX-item1
Click then Find button
Attribute
ALT Region
Value
Inventory Item
WIP Supply Type
Lot Control
Costing Enabled
Inv. Planning Method
Default Shipping Org
Purchasable
User Item Type
_______________________
_______________________
_______________________
_______________________
_______________________
_______________________
_______________________
_______________________
_____________
_____________
_____________
_____________
_____________
_____________
_____________
_____________
LAB 5
Categories and Category Sets
ENSURE YOU ARE IN Organization Seattle Manufacturing (M1)

Enter Inventory > Setup > Flexfields > Key > Values
10
In Find Key Flexfield Structures field, Enter Item Categores

Under Dependent Segment, Enter Class
Click Find
Under Values, Effective enter XX
XX-desk
desk (Use Control Down Arrow to add a new row)
1.
Define 3 new categories

Setup>Items>Categories>Category Codes
Structure Name: Item categories
Category: (Click on the Edit icon to open the Item Categories key flexfield window)
Family:
Class:
XX-desk
XX-brown
Click on the OK button

Description: XX-brown desk
Tab to the next line, and add your second category code
Structure Name
Item categories
Category
XX-chair.brown
Description
XX-chair.brown
Tab to the next line, and add your third category code (use either method above for data entry)
Structure Name
Item categories
Family
XX-car
car
Class
XX-brown
Description
XX-brown
brown car
Save
2.
Define a Category Set and include your 3 new category codes as th

the
e only valid categories you can
use when you assign items to your category set.
Setup>Items>Categories>Category Sets
Name:
XX
XX-SET
Description:
<last
last name
name> Items Set
Flex Structure:
Item Categories
Controlled at:
Organization level
Default Category: % <tab> (choose one of your categories you defined)
Enforce List of Valid Categories = Yes
Save
3.
Add your remaining 2 categories to you category set, so that when

en you update an item with your
category set, they will be the only categories you can choose from:
Click on Categories field below Enforce List of Valid Categories.
Wait for the hourglass to change back to a cursor pointer.
11
Notice that the default category you entered for your Category Set has been placed in the
valid list. This is because the default category for a category set must be a valid category
ca
whenever you assignyour category set to an item.
Add a new category code to your category set

set:
Enter a % and then use the <tab> to display LOV for category code combinations. Choose one of
the category code combinations you just defined, (except the default of course) and then repeat this
step a second time to chose
hose your other category code you defined.
Save
3. Assign one of your category codes to your item XX-item

Click on the Assign button
Item:
XX-item
Category: Use % and then <tab> key and then choose a category code
Save
LAB 6
Item Templates & Item Copy
1. Create an item template with 8 attributes enabled.

Setup>Items>Templates
Template: XX-sell
Description: XX-items
items for sale
Select the appropriate Group from the alternative region.
Group
Main
Inventory
Costing
Order Management
Attribuite
Primary UOM
User Item Type
Item Status
Inventory Item
Cycle Count Enabled
Costing Enabled
Inventory Assest
Customer Ordered
Customer Orders Enabled
Value
XX-Each
Finished Good
XX-Status
YES
YES
YES
YES
YES
YES
Save after each Tab/Group

2. Define a new item using your template
Items>Master Items
12
Item:
Description:
XX-item2
Created from my template
Click on the top Menu under Tools

Click on Copy From
Template:
XX-sell
Click on Apply then Done
Save
How did the item attribute User Item Type under the Main alternative region get set to Finished
Good?_____________________________________________________________________________
Is your new item able to be purchased? ________
Why\Why not? _______________________________________________________________________
____________________________________________________________________
Can you disable the costing enabled item attribute for this item?
_____________
Why\Why
Why not?________________________________________________________________________
Increase
ncrease the operating functionality of your item by updating the item attributes tha
thatt enable an item to be
purchased.
Either applies the Purchased Item Template, OR update the appropriate item attribute.
Save
Why did the item attribute User Item Ty
Type
pe under the Main alternative region change from Finished
Good to Purchased
Item?___________________________________________________________________________
___________________________________________________________________________
3.
Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations.
organization
Then assign your category set to your item in both organizations. Either do this from the master
organization, then from the top Menu under Tools, organization assignment, org attributes button,
and when the organization items form appears, use the top Menu under Tools, categories; OR use
the organization items form, then the top Menu under Tools, categories, OR use the category sets
form, Assign button and assign your category set to both organization items. If you need help,
please ask. Also, update the frozen cost for item XX-item2 in org M1, Seattle Manufacturing. If you
need help with this step, see Lab 4, step 5.
Save
4.
Define another item by copying item XX-item2.. This item will have the exact same attributes
enabled that item XX-item2 has enabled
Add a new record
Name
XX-item3
Description
item copied from XX-item2
13
Click on top Menu under Tools

Click on Copy From
Item: XX-item2
(Note: Ensure that you are only copying an item, and that the template field does not have a
value.)
Click on Apply then Done
Save
5.
3
Then assign your category set to your item in both organizations. If you need help, please see step
of this lab.
Save
6. You are going to copy an existing item and apply a template at the same time. Does the copy item
occur first or does the template get applied before the item is copied?
(Hint: you must have a value in the template field and the item field on the copy pop-up
up window. If you are
not sure of the answer, try defining a new item and applying a template and copying another item!!)
LAB 7
1.
Item Relationships
Define a substitute
te relationship between XX-item2 and XX-item3. - Ensure you are in the Master
Organization, V1
Items>Item Relationships
Click on New button
From Item
XX-item2
To Item
XX-item3
item3
Type
Substitute
Reciprocal
Yes
Save
2. Define a customer cross-reference

reference type and assign one of your items to the type.
Items>Cross References
Type
XX-xref
Description
XX-include in set
Save
Click on Assign button
Item
XX-item
Applicable to all Orgs

DO NOT CHECK BOX
Org
M1
Value
XX-brown set
Description
Include in set
Save
3.
Define a new Manufacturer to the system.
14
Items> Manufacturers Part Numbers>By Manufacturers

Manufacturer
XX-USA Parts
Description
XX-Manufacturer
Save
4.
Enter the Manufacturers Part Numbers for your items: XX-item and XX-item2.
Items>Manufacturers Part Numbers>By Items
Click on New button
Manufacturer: XX-USA Parts
Add the following information:
Manufacturer Part
USA-XX01
USA-XX02
Item
XX-item
XX-item2
Save
NOTE: You can also navigate to this same form using:
Items> Manufacturers Part Numbers>By Manufacturers
Query manufacturer if not listed, then click the button
Button
LAB 8
1.
Parts
Item Catalog Groups
Define a new item catalog group with 4 descriptive elements. This catalog will be used to capture
additional information that you would like to search for when generating purchase orders or to search
for items with similar characteristics (descriptive elements)
Setup>Items>Catalog Groups
Name:
Description:
XX-Automobile
Automobile
XX-auto
Click on the Details button and add the following catalog sequences
Seq
1
2
3
4
Name
Type
Make
Model
Color
Description
Type
Make
Model
Color
Req.
Yes
Yes
Yes
Yes
Description Default
Yes
Yes
Yes
Yes
Save
2.
Define 2 new items XX-Van and XX-Car, assign your catalog group, XX-Automobile
Automobile to these items.
15
Items>Master Items
Name:
Description:
XX-Car
My automobile
XX-My
Click on the on the top Menu under Tools

Click on Copy From
Template: XX-sell (use the LOV icon, CTRL L, or enter a partial value and press the tab to display
a list to chose from)
Save
Item:
Description:
XX-Van
XX-other
Click on the top menu under Tools

Click on Copy From
Item: XX-Car
Save
Click on Catalog
Catalog Group: XX-Automobile
Automobile
Name
Type
Make
Model
Color
Value
Van
Honda
Odyssey SE
Silver
Click on Update Description button

Save
Close Item Catalog window
Notice that the item description for XX-Van has been updated to include
e the additional descriptive
elements from the catalog group. You should see XX-My
My other.Van.Honda.Odyssey SE.Silver
2. Now, perform the same catalog assignment for item XX-Car, changing the
e values for the catalog
group descriptive elements to the information below, but DO NOT UPDATE DESCRIPTION.
DESCRIPTION
Either use the up key to get to the previous record OR
Query entry (F11)
Item: XX-Car OR a partial value and wildcard ((XX%)
16
and then press the tab key to display a list to choose from
Click on Catalog
Catalog Group: XX-Automobile
Automobile
Name
Type
Make
Model
Color
Value
4 Door
Honda
Accord LE
Red
Save
Close Item Catalog window
Notice that the item description for XX

XX-Car has NOT been updated to include
de the additional descriptive
elements from the catalog group. It still reads XX
XX-My automobile, but the descriptive elements are still
attached to the item for searching, since the iytem catalog was assigned to the item.
LAB 9
Item Searches
Perform various item searches to familiarize yourself with form functionality

1.
Use the Item Search form to find substitute parts for item XX-item2.
Items>Item Search
Organization: M1
Click on alternative region and choose Item Relationship
Type: S and then the <tab> key OR click the and select Substitute
Item: XX-item2
Click on Find button to view search results
Was anything returned after you clicked the Find button? ______
Why\Why not?
______________________________________________
2. Use the Item Search form to find the cross

cross-reference part for item XX-item within organization M1
Items>Item Search
Organization: M1
Ensure alternative region has Cross References displayed
Cross Reference Type:
XX
XX-xref
Value:
XX
XX-brown set
Was anything returned after you clicked the Find button? _______
Why\Why not?
_________________________________________
______________________________________________
17
3.
Use the Item Search form to find the cross

cross-reference part for item XX-item within organization M2.
Organization: M2
Click ok after the following message appears:
APP-05197:
05197: Changing organization will clear associated queries
Ensure alternative region has Cross References displayed
Cross Reference Type: XX-xref
xref
Value:
XX-brown
brown set
Did the system allow you to enter value: XX-brown set
Why\Why not?
________
______________________________________________
4. Use the Manufacturers Part Numbers form to find a manufacturer for part XX-item2
Items>Manufacturers Part Numbers>By Items
Item: XX-item2
Was anything returned after you clicked the Find button?
______________________________________________
5. Use the Manufacturers Part Numbers form to find parts manufactured by XX-USA
USA Parts
Items>Manufacturers Part Num
Numbers> By Items
Manufacturer: XX-USA Parts
Click on Find button to view search results OR
Items>Manufacturers Part Numbers>By Manufacturers
Manufacturer: XX-USA
USA Parts, click the Parts button
With cursor placed on
6. Use the Item Search form to find items that have specific descriptive elements for your catalog group,
XX-Automobile within organization V1
Organization: V1
APP-05197:
05197: Changing organiz
organization will clear associated queries
Ensure alternative region has Item Catalog displayed
Catalog: XX-Automobile
Press the tab key
Name: Make
Value: Honda
Name: Model
Value: Accord LE
Was anything
ing returned after you clicked the Find button? _____________
Why\Why not?__________________________________________________________________
__________________________________________________________________
18
7. Use the Item Search form again to find items that have a specific descriptive element for your catalog
group, XX-Automobile within organization V1
Organization: V1
APP-05197:
05197: Changing organization will clear associated queries
Ensure alternative region has Item Catalog displayed
Catalog: XX-Automobile
Press the tab key
Name: Make
Value: Honda
Was anything returned after you clicked the Find button? _____________
Why\Why not?___________________________________________________________________
___________________________________________________________________
LAB 10
Inventory Co
Controls: Item Locators
What is the organization level locator control option for Seattle Manufacturing (M1) or your organization
XX-organization1? __________________
____________________________
Inventory>Setup>Organizations>Parameters
2. What is the locator control option for each of the following subinventories in the Seattle
Manufacturing (M1) organization? __________________
____________________________
Inventory>Setup>Organizations>Subinventories
Click on the Open button
Query Enter (F11)
Name: XX-SUBINV
Enter a partial value with a wildcard ((XX%) or your subinventories
Engineer
_________________
Query Enter (F11)

Name: Restricted OR
Enter a partial value with a wildcard ((Res%)
Query Run (Ctrl F11)
Restricted
____________________
Are there any locators defined for this subinventory?
__________
How did you determine

termine if there were locations defined?
_____________________________________________________________
19
3. Define an item that uses locator control so you can track specific quantities of this item in specific
locations in your subinventory
Items>Master Items
Item
XX-track
Description
Locator Controlled item

Click on Copy From
Template:
Purchased Item
Click on Apply and then Done
Click on the Alternative Region: Inventory
Locator Control: Dynamic Entry
Save
Then assign your category set to your item in both organizations. If you need help, please refer to
Lab 6, step 3.
Note: If you havent yet created
d Subinventory XX
XX-subinv
subinv you will need to do this before the next step.
Under Name enter XX-subinv
Under Description Enter XX Subinventory, Status = Active
Define 6 specific locations (locators)
ocators) within your subinventory. This will be a two step process to
show a user 2 of the 3 different methods that stock locators can be defined to the Oracle Inventory
Application.
Inventory>Setup>Organizations>Stock Locators
Ensure you have switched organizations (if necessary)
Click on the Edit icon to pop the stock locator key flexfield and enter the following three segment
values
Locator:
5.
Row
XX
Rack
101
Bin
XX
Description
101 Locator
Subinventory
XX-subinv
Status
Active
Define your last 3 stock locators for your subinventory.
Click the Flashlight icon and select subinventory XX-subinv OR run a query for subinventory XXsubinv.
Click on the Locators button, and enter the following stock locators:
\
20
Row
XX
XX
XX
XX
XX
Locator:
Locator:
Locator:
Locator:
Locator:
Rack
102
103
104
105
106
Bin
XX
XX
XX
XX
XX
Description
102 Locator
103 Locator
104 Locator
105 Locator
106 Locator
Save and return to the Navigator.
Notice that the subinventory automatically defaulted for each locator enter
entered - this is because you are
defining stock locators while using the Subinventories form, for a specific subinventory.
.
6. Use the Miscellaneous Transaction, Miscellaneous Receipt to receive 50 dozen units of item XX-item
Inventory>Transactions>Miscellaneous
Miscellaneous Transaction
Date:
(Accept default)
Type:
Miscellaneous Receipt (use CTRL L, List of Values icon, or type in a partial value)
Click on the Transaction Lines button
Item
XX-item
Subinventory
XX-subinv
UOM
DXX
Quantity
50
Account
<Enter Account>
Save
7. Verify that the system performed you unit of measure conversion correctly for you receipt transaction
for item XX-item.
On-hand, Availability>On-hand
hand Quantities
Organization: M1
Item:
XX-item
Click on Find
What is the Total Quantity for your item, XX-item? ____________
Is this value correct? ____________________
Why? ______________________________________________________________
8. Use the Miscellaneous Transaction, Miscellaneous Receipt to receive 20 units of your locator
controlled item. If you need help, refer to step 6.
Transactions>Miscellaneous Transaction
Date
XX-item
Type
Miscellaneous Receipt
Item
XX-track
Subinventory
XX-subinv
Locator
XX.107.XX
21
Did the system accept this locator?
______
Why\Why Not?
_______________________________________________________________________________
Quantity:
Account:
20
Use the CTRL L key or click the LOV icon - type in M then click OK
Save
9.. Define another item that is under restricted locator control. If you restrict subinventories,
ventories, you must
define the subinventory (ies) the item is restricted to prior to performing a transac
transaction with
ith this item. If you
restrict an item to specific locators, you must define the subinventory (ies)
(ies)\locator(s) the
he item will be
restricted to, prior to performing a transaction with this item. Since you have already defined 6 locators for
XX-subinv you
ou can use these locator combinations to restrict your item to.
Items>Master Items
Item
XX-track_r
Description
Item restricted to specific subinv and pre-specified locator.

Click on Copy From
Template: Purchased Item
Click on the alternative region and choose Inventory
Locator Control: Prespecified
Restricted Subinventories: Yes
Restricted Locators:
Yes
Save
10. Assign your item to Seattle Manufacturing (M1) AND assign your category
gory set to the new item in
Organization M1.
Save
11. To specify which subinventories and locators item XX-track_r can use in organization M1, place you
cursor on org M1, and clickk the Org Attributes button
Click on Item Subinventories
Place cursor on the Subinventory field and enter
Subinventory:
XX-subinv
subinv
Place cursor on the Locators field and add the following:
Locator:
XX.105. XX
Save
If cursor is not on a blank line under subinventory field, place curso
cursorr on the Subinventory field:
Subinventory:
FGI
22
Place cursor on the Locators field and add the following:

Locator:
XX.106. XX
Save
You have just restricted item XX-track_r
track_r to 2 specific subinventory-locator combinations
binations for all
movement and adjustment transactions within organization Seattle Manufacturing (M1)
12. Use the Miscellaneous Transaction Miscellaneous Receipt to re

receive
ceive 3 units of item XX-track_r
Date:
(Let default to today's date)
Type:
Miscellaneous Receipt (use CTRL L or List of Values icon to find value)
Item:
XX-track_r
track_r
Subinventory:
Stores
What happens? ___________________________________________________________________
WHY? __________________________________________________________________________
___________________________________________________________________
Subinventory:
Locator:
Quantity:
Account:
XX-subinv
v
% <tab> to open flexfield (select one of your restricted locators
3
Save
13. Name 2 of the 3 ways you can define stock locators to the Oracle Inventory Application.
1. __________________________________
___________________________________________________________________________
_________________________________________
2. ___________________________________________________________________________
3. ___________________________________________________________________________
LAB 11
Inventory Controls: Item Revision
1. What is the default starting revision for the Seattle Manufacturing (M1) organization?
Setup>Organizations>Parameters
Click on the alternative region: Rev, Lot, Serial
Starting Revision: ________
Remember, this is the default revision that will be added to all ite
items
ms you assign to the Seattle
Manufacturing (M1) organization, regardless of value for the item attribute Revision Control
2. Add an item that is revision controlled, wher
where you must specify
fy a specific revision whenever
performing a movement or adjustment transactions.
23
Items>Master Items
Item:
XX-revision
Description: Revision Controlled item
Click on Copy From
Template: Finished Good
Click on Apply and then Done
Select alternative region - Inventory
Revision Control: Enable by checking the revision control checkbox
Save
3.
Assign your new item to Seattle Manufacturing (M1) and Boston M

Manufacturing
anufacturing (M2) organizations.
Then assign your category set to your item in both organizations. If you ne
need
ed help, please refer to
Lab 6,step 3.
Save
4.
Define a second revision for item XX-revision

Items>Master Items
Requery item XX-revision if necessary
Click on Revisions
Click on the + icon to add an other revision
Revision
Description
Effective Date
B
2nd revision
Use today's date
Save
5. Use the Miscellaneous Transaction, Miscellaneous Receipt to receive 2 units of item XX-revision
revision A, and 10 units of XX-revision
revision revision B into subinventory XX-subinv
Date:
Type:
Today's date
Item:
Rev:
Subinventory:
Quantity:
Account:
XX-revision
revision
A
XX-subinv
subinv
2
Save
Now, perform your Miscellaneous Receipt of 10 units of XX-revision revision B into XX--subinv
Item:
XX-revision
revision
Rev:
B
24
What happened?
__________________________________________________________________
Is Revision B a valid revision for this item? ____________

Why \ Why not? ______________________________________________
________________________________________________________________
__________________
If revision B is not valid for this item, is it possible to enable it? ______
How?_______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________
____________________________________________________________________________________
Either
ther clear the current record and update the revision for item XX-revision, or just accept the default
revision to complete the miscellaneous receipt
Subinventory:
Quantity:
Account:
XX-subinv
subinv
10
Save
LAB 12
Inventory Controls: Lot Control
1. What are the lot number uniqueness and lot generation control options for the Seattle Manufacturing
(M1) organization?
Click on the alternative region Rev, Lot, Serial
2.
Lot Control Uniqueness:
__________________________
Generation:
__________________________
Define an item that utilizes Lot Control, and always has a shelf life expiration date of 200 days.
Items>Master Items
Item:
Description:
Template:
XX-200 lot
Lot/Shelf life controlled item
Purchased Item
Click on the alternative region Inventory

Lot Expiration Control: Shelf life days
Shelf life days:
200
Lot Control:
Full Control
Starting Prefix:
XX
Starting Number:
00001
Save
3.
25
Then assign your category set to your item in both organizations. If you need help, please refer to
Lab 6,step 3.
Save
4.
Use the Miscellaneous Transac

Transaction form to receive 20 units of item XX-200 lot into your
subinventory
Date:
Type:
Today's date
Item:
Subinventory:
Enter Lot #:
XX-200 lot
XX-subinv
subinv
B00XX00
Was the expiration date filed automatically populated?
______________
How does the system know when your items lot will expire?
____________________________________
Is there a way to allow a user to specify the EXACT expiration date for a part
particular
icular item if the item is
lot controlled? ________________
_________
How? __________________________________________________________________________
Quantity:
Account:
20
Save
5. Receive another 5 units of item XX-200 lot into subinventory XX-subinv, allowing the system
to partially generate lot numbers for you
you.
Item:
Subinventory:
Quantity:
Account:
XX-200 lot
XX-subinv
subinv
5
Click on the Lot\Serial button

With the cursor placed in the Lot field, enter (Use Control Down Arrow to create new rows)
Lot Number:
XXLotXX
Quantity: 3
Press the TAB key twice
Quantity: 1
Press the TAB key twice
Quantity: 1
Click on the Done button
Save
26
6.
If you were complete another receiving transaction for item XX-200 lot in organization M1,
M1 what
would the next lot number generated by the system be? (Hint:
Hint: What is the lot generation set to for
M1?) ____________________________________________________________________________
LAB 13
1.
Inventory Controls
Controls: Item Serial numbers
What are the serial number uniqueness and generation control options for the Seattle Manufacturing
(M1) organization?
Click on the alternative region Rev, Lot, Serial
Serial Control Uniqueness: _____________________
Generation:
_____________________
Notice that as you tabbed out of the lot field, the lot numbers that were added to the system were
sequential values, based upon the settings in the organization parameters form and the
t item attributes
set for the organization items, and that the first lot number generated by the system came from the item
attributes starting prefix and
nd number, for your item, XX-200 lot
2.
Define an item that is under predefined serial number control. If you do not have any systemsystem
generated serial numbers for this item, you will not be able to perform any transactions utilizing this
item.
Items>Master Items
Item:
XX-serial_p
Desc:
Predefined Serial Numbers
Template: XX_Sell
Click on the alternative region: Inventory
Serial Generation: Predefined
Starting Prefix:
XX
Starting Number: 00001
Save
3.
Assign your new item to Seattle Manufacturing (M1) and Boston Manufacturing (M2)
organizations,, or your organization XX
XX-organization1.
Then assign your category set to your item in these organizations. If you ne
need help, please refer to
Lab 6,step 3.
Save
4.
Define another item that is under serial number control, using the option at receipt:
27
Item:
Desc:
XX-serial_r
Serial numbers entered at receipt

Click on Copy From
Item:
XX-serial_p
Click on the alternative region: Inventory
Serial Generation: At Receipt
Starting Prefix:
AXX
Starting Number: 00001
Save
5. Predefine 20 serial numbers for item XX-serial_p, so you will be able to perform
rm transactions
transacti
utilizing this item.
ON-HAND,
HAND, AVAILABILITY>GENERATE SERIAL NUMBERS
Item:
XX-serial_p
Quantity: 20
Click on the Submit button, then No to submit another request Monitor your concurrent request id: (From the Menu, chose Help >View my requests
Click on the Help Menu
Click on View my requests
Click on the Find button or use the single request function
****DO
DO NOT proceed to step 6 until your concurrent request has completed normally!!!
6. Perform a Miscellaneous Receipt to receive 5 units of item XX-serial_p and 50 units of item XXserial_r into your subinventory
Transactions>Miscellaneous Transaction
Date:
Today's date
Type:
Source:
(your name)
Account: <enter account information>
Item:
Subinventory:
Quantity:
XX-serial_p
serial_p
XX-subinv
subinv
1
Click on the Lot/Serial button

Click on the List of Values icon (CTRL L)
Choose the first available serial number
Add new record OR use the CTRL and DOWN arrow key
Item:
XX-serial_p
serial_p
28
Subinventory:
Quantity:
XX-subinv
subinv
4

With your cursor in the Serial number field, type % and then hit the tab keykey
Notice how you now have a list of values immediately, as opposed to havin
having
g to click the LOV button
and then hit the Find button as in the previous example
Notice how the system calculates the to serial number based upon the transaction quantity and the
fact that the serial number entry mode radial button is set to Ranges - if you wanted to enter serial
numbers that were not sequential, change the serial number entry mode radial button
butt
to Individual,
and then you can select individual serial numbers.
Choose the first available serial number -

Save
Now, perform your Miscellaneous Receipt to receive 50 units of item XX-serial_r
Item:
Subinventory:
Quantity:
XX-serial_r
serial_r
XX-subinv
subinv
2

Click the Individual radio button
Serial Number:
XX00XX
Serial Number:
XX01XX
Add new record OR use the CTRL and DOWN arrow key
Item:
Subinventory:
Quantity:
XX-serial_r
serial_r
XX-subinv
subinv
48

Serial Number:
01XX
Save
Why didnt you manually have to enter an account for these transactions?
________________________________________________________________________________
Notice that you were able to enter specific serial numbers individually or by specifying a starting number.
29
7.
Verify that the system updated your serial number statuses for item XX-serial_p and XX-serial_r
On-hand,
hand, Availability>Serial Numbers
Item:
XX-serial_p
serial_p
Review the status for your serial numbers for item XX-serial_p - toggle to alt region Status and
review our serial numbers you just received.
Query Enter (F11)
Item:
XX-serial_r
Query Run (Ctrl F11)
Review the status for your serial numbers for item XX-serial_p - toggle to alt region Status and
review your serial numbers you just received.
LAB 14
Creating Custom Transaction Source

Sources\Types
Create custom transaction source types and transaction types to track your do
donations
nations to charity. It is
your company's practice to set aside inventory in a spare subinventory and then issue it to a local charity
once a year. You will need to perform a subinventory transfer to move the stock from your
subinventory to the charity (donation) subinventory, and then perform an issue from stores to ship your
items to the charity.
Set up a new subinventory in organization M1 called XX
XX-Donate - refer to lab 1, step 4, if you are
having trouble.
2.
Define a new transaction source type.

Setup>Transactions>Source Types
Switch to User Defined Tab
Name
Description
XX-CHARITIES
XX's Charity Transactions
Validation Type
None
Save
3.
Define 2 new transaction types for your transaction source type XX-CHARITIES
Setup>Transactions>Types
Under atl region User
User Defined
Defined, add a 2 new transaction types.
Name
XX-HOLD-CHARITY
XX-ISSUE-CHARITY
Description
Hold for Charity
Issue to Charity
Action
Subinventory Transfer
Issue from stores
Save
4. Create 2 new Transaction Reason Codes to track all your charity movement transactions in your
organization
Setup>Transactions>Reasons
Add a record
Name
Description
30
XX-DONATION
XX-CHARITY-HOLD
Donate to Charity
Hold for Charity
Save
5.
You just received a call from your supervisor informing you that the company is going to donate 1
item to charity. Use the Subinventory Transfer transaction to transfer 1 unit of item XX-item from
Note:: If you havent yet created Subinventory XX

XX-Donate
Donate you will need to do this before the next step.
your subinventory into the subinventory XX-Donate.
Under Name enter XX-Donate
Under Description Enter XX Subinventory, Status = Active
Transactions>Subinventory Transfer
Date:
Today's date
Type:
XX-HOLD-CHARITY
CHARITY
Source:
(your name)
Item:
XX-item
Subinventory:
XX-subinv
subinv
To Subinv:
XX-Donate
Donate
Quantity:
1
Reason:
XX-CHARITY
CHARITY-HOLD
Save
5.
Now, perform your issue to a charity.

Transactions> Miscellaneous Transaction
Date:
Type:
Source:
Today's date
XX-ISSUE--CHARITY
Goodwill

Item:
XX-item
Donate
Subinventory:
XX-Donate
Quantity:
1
Account: Use the CTRL L key or click the LOV icon - type in M then click OK
Reason:
XX-DONATION
DONATION
Save
LAB 15
Performing Inventory Transactions
1. Perform a Miscellaneous Transaction to receive 7 different items into your subinventory. If you are
having problems, refer to one of the previous labs (lab 10 thru 14)
31
(This will be in preparation of our Physical Inventory and Cycle Count labs)
Date:
Type:
Source:
Account:
Today's date
(your name)
<enter account information>
Item
XX-Item
XX-200 lot
XX-serial_r
XX-track
XX-200 lot
XX-track_r
XX-serial_p
Subinventory
XX
XX-subinv
XX
XX-subinv
XX
XX-subinv
XX
XX-subinv
XX
XX-subinv
XX
XX-subinv
XX
XX-subinv
Loc
Lot
Serial
???
???
???
???
???
???
Qty
10
15
1
10
2
10
3
If you cannot find an item listed above, then simply select another classmates similar item
(Eg. If you cannot find 03-serial_r,
serial_r, then look for 02-serial_r or 04-serial_r).
IMPORTANT - when you save your 7 transaction lines watch for missing inventory controls such as
missing
issing lots, serial number, locators. ((CURSOR
CURSOR is normally placed on line in error after a save is
performed).
). Provide the additional information required to complete transaction processing..
processing.
Save
2.
The Boston Manufacturing (M2) has just notified you that it is short 10 pieces of XX-item.
XX
Since you
have already received 500 into your subinventory in M1, use the Inter-organization
organization Transfer to send
10 of them to Boston Manufacturing.
Transactions>Inter-organization
organization Transfer
Date:
To Org:
Type:
Containers:
Source:
Shipment Number: XX999
Expected Receipt Date:
Today's date
Boston Manufacturing
Inventory intransit shipment
1
(your name)
Todays Date
Click on ''Transaction Lines button

Item:
XX-item
Can you use this item?
Why\Why Not?
__________
________________________________________________________________________________
32
Clear the current Inter-organization

organization Transfer information and return to the Navigator, from the master
items window, assign item XX--item to M2- Boston Manufacturing
3.
Use the Inter-organization

organization Transfer to send 10 units of XX-item to Boston Manufacturing.
Transactions>Inter-organization
organization Transfer
Date:
To Org:
Type:
Containers:
Source:
Shipment:
Expected Receipt Date:
Subinventory:
To Subinventory:
Tab to Quantity:
Today's date
Boston Manufacturing
Inventory intransit shipment
1
(your name)
XX999
Todays Date
XX-subinv
subinv
Stores
10
Will there be any transfer charges?

What will they be?
Is the information correct?
_______________
_______________
_______________
Save
4. The Inventory Manager in Boston Manufacturing has been notified that the iintransit
ntransit shipment has
arrived. Change organizations to Boston Manufacturing and do a receipt transaction for shipment
number XX999.
Change organization - MRP
Click on the Change Organization button, then Click on Boston Manufacturing (M2), then Click ok
Close windows and return to the Navigator.
Receive the intransit shipment for Boston Manufacturing.
Transactions>Receiving>Receipts
Click on the Shipment Number and enter XX999
Click on the Find button
Close the Receipt Header Window after it is returned
Click on the check box to the far left (in front of the quantity field) for your interorg transfer.
Change the quantity field to 10 (If need be)
Save
5.
Deliver the shipment XX999 to Boston Manufacturing, subinventory Stores.

Transactions>Receiving>Receiving Transactions
Click on the check box in front of the quantity field and then tab to verify subinventory=Stores
subinventory=
Save
6.
Verify your receiving transaction by viewing the transactions
33
Transactions>Receiving>View Receiving Transactions

You can use either of the following fields to limit your search, or any combination you wish:
Source Type:
Internal
Supplier:
Seattle Manufacturing (M1)
Shipment Number: XX999
Item:
XX-item
Is you receipt listed?
7.
____________
Verify your On Hand Quantity is available for transactions.

hand Quantities
Item:
Subinventory:
XX-item
Stores

Is you On hand Quantity correct?
LAB 16
___________
Qty ____________
Return Material Authorizations (RMAs)
Ensure you are in organization Seattle Manufacturing M1

First we must create a Purchase Order to use for the RMA
Purchasing > Purchase Orders > Purchase Orders
Under Supplieru use 1005, American Telephone and Telegraph
Ensure there is a Supplier Site
Under Item, RD-ITEM
Quatnity 5, Price 10
Enter Need by Date, Enter todays
days date
Save (Control S)
Click Approve, Submit for Approval, Click OK
Check under View, Requests that the Request submitted properly.
Inventory > Transactions > Receiving > Receipts
Enter Purchase Order, Go to Lines and check the white box on the left for the line item
Save (Control S)
Note the Receipt Number
1.
Receive an RMA
Transactions>Receiving> Returns
Enter the the Purchase Order Number or Receipt Number
34
Click on Find Button

Line number: (List of Values CTRL L or enter your RMA number)
Subinventory: 01-Subinv
Return to, Use the Supplier you used
Quantity: (enter quantity you Inspected)
Reason: COMPdamage
) Save
If you receive the message: The
The currently entered RMA quantity receipt quantity is greater than the
total RMA quantity - Just click OK - YOU are allowed to over-receive RMAs
LAB 17
Receiving Transactions
First we must create a Purchase Order to use for the PO Receivin

Receiving Transaction
Purchasing > Purchase Orders > Purchase Orders
Under Supplier use 1005, American Telephone and Telegraph
Ensure there is a Supplier Site
Under Item, RD-ITEM
Quantity 5, Price 10
Enter Need by Date, Enter todays date
Save (Control S)
Click Approve, Submit for Approval, Click OK
Check under View, Requests that the Request submitted properly.
Inventory > Transactions > Receiving > Receipts
Enter Purchase Order, Go to Lines and check the white box on the left for the line item
Save (Control S)
Note the Receipt Number
1. You will be doing one PO receiving transaction; a Standard receipt, which requires a receipt to be
entered into the system before items can actually be placed (received) into in
inventory.
ventory.
Change organizations to Seattle Manufacturing (M1) and perform the receipt transaction.
Transactions>Receiving>Receipts
>Receiving>Receipts
Purchase Order: 90XX
35
Close the Receipt Header'' window

Click on the check box,, which is left of the Quantity field
Save
2.
The Standard PO line is now ready to be delivered to Stores subinventory.

Transactions>Receiving>Receiving Transactions
Source Type:
Purchase Order:
Supplier
90XX

Click on the Check box left of the quantity field.
Tab to subinventory:
Stores
Save
3.
Check the results of your transactions by viewing the transaction history and then verify the on hand
quantities.
Transactions>Material Transactions
Accept the default dates
Tab to the subinventory field and enter: Stores
The first view is of the location information.
Click on the alternative region: Transaction Type
What does the source field represent? ____________________________
Does it change for different types of transactions? _______________
hand Quantities
Item:
AS18947
Subinventory:
Stores
Is the qty correct? __________
If you had not delivered your standard line into a subinventory, would you be able to view the on
hand quantity here? ____________
Why? _______________________________________
u path would you use to find receiving transactions?
What menu
____________________________________________
Lab 18
1.
ABC Analysis
Define 3 ABC classes to use for your ABC compilation. ((Ensure

Ensure you are in organization M1)
M1
ABC Codes>ABC Classes
Click on the + icon to add a new class, OR
use the down key to get to the first blank line, or use the mouse and place your cursor on the first
blank line
36
Class Name:
Description:
XX-Class
Class A
My class A items
Click on the + icon to add a new class, or use the down key to get to the next blank line
Class Name:
XX-Class
Class B
Description:
My class B items
Click on the + icon to add a new class, or use the down key to get to the next blank line
Class Name:
XX-Class
Class C
Description:
My class C items
Save
2.
Rank or sequence the items in your subinventory by current on hand quantity

ABC Codes>ABC Compiles
COMPILE
Name:
XX-COMPILE
Description:
XX's Compile
Content Scope: Subinventory
Subinventory: XX-subinv
subinv
Valuation Scope:
Criterion:
Cost type:
Subinventory
Current on hand quantity
Frozen
Click on the Compile button

Click on the OK button for the caution pop up bo
box:
APP-05209:
05209: Concurrent request xxxxx submitted
* * PRINT COMPILE RESULTS --- YES *
Click on the OK button for the caution pop up box:
APP-05209:
05209: Concurrent request xxxxx submitted
Ensure request ABC DESCENDING VALUE REPORT completes with a status of Normal:
Click on the View Output button to view the ABC Descending Value Report Exit file
Notice
otice the sequence numbers that have been assigned to each iitem.
tem. These sequence numbers
generated are based upon the compile options you chose - current on hand quantity and specific
subinventory. The lowest sequence number (1) has been assigned to the item in your subinventory
with the highest on hand quantity, and the highest sequence n
number (x) has been assigned to the item
in your subinventory with the lowest on hand quantity.
Close all windows and return to the Navigator

3. Create an ABC group for your XX
XX-COMPILE,, assign your ABC classes to this group, and then assign
your items to your ABC classes. This ABC group will automatic
automatically
ally have all items that were compiled
37
by the system when you generated your ABC compile because you are linking your ABC group to
your compile.
ABC Codes>ABC Assignment Groups
Click on the + icon to add a new group name
Group Name
Compile Name
XX-GROUP
XX-COMPILE
COMPILE
Save (Ctrl S) Note: Make sure the cursor is highlighting YOUR new group name before proceeding
Click on the Group Classes button to add your ABC classes to your group
Priority
Class Name
1
XX-Class A
2
XX-Class
Class B
3
XX-Class C
Save (Ctrl S) Close window ABC group class Assignments window.
Click on the Assign Items button to assign items within your compile to the specific ABC classes
you linked to your ABC group.
Class
XX-Class A
XX-Class B
XX-Class C
Seq
2
3
?
What was the sequence number assig

assigned to XX-Class C?
Why was this sequence number assigned to XX-Class C?
__________
________________________________________________________________________________
Are there other ways (besides assigning sequence numbers to ABC classe
classes)
s) to assign
assi items from an
ABC compile to an ABC group?
________________________________________________________________________________
Save
Concurrent program Define ABC Assignments is then initiated - wait until this request completes
normally before proceeding.
Concurrent request id
________________

Click on the Find button or use single request and enter your request id
When the request Define ABC assignments completes normal
normally,
ly, close the ABC Assign Items
window and requery your ABC Assignment group
Click on the Update items button to change the system generated item-class
class assignments,
because you would like to can change one of the items assigned to Class A to Class B
38
Highlight the item you wish to change classes for, and simply update the class by entering a new value or
by using the LOV icon to select a new class (while your cursor is in the class field)
Save
Lab 19
1.
Cycle Counting
Define a cycle count header

ader and initialize it with the ABC compile group, XX-GROUP
GROUP. Enable
unscheduled entries. Approve out of tolerances only and choose the daily option for running the
Automatic Scheduler.
Counting>Cycle Counting>Cycle Counts
Name:
XX
XX-CYCLE-COUNT
Description:
XX's Cycle Count
Adjustment Account:
Use the CTRL L key or click the LOV icon - type in Ph then click OK
Count Subinventories:
Specific
Subinventory:
XX
XX-subinv
Alternative Region: Control,
ol, Scope
Late Days:
1
Unscheduled Entries:
Yes
Display System Qty:
Yes
Automatic Recounts:
Click the check box Maximum:
1
Alternative Region: Serial Control, Schedule
Serial Control Option
Multiple Per Request
Auto Schedule:
Click the check box
Frequency:
Daily
Count Zero Quantity:
Click the check box
Save (Ctrl S)
Alternative Region: Adjustments, ABC
Approval Required: If out of Tolerance
Qty
5%
5%
Adjust. Value
5
5
Hit/Miss
10%
10%
ABC Initialization
Group:
XX-GROUP
GROUP
Option:
(Re) Initialize
Save (Ctrl S)
Write down your concurrent request id __________________ (OK)
Click on the Find or use the single request option
When your concurrent request id has completed with a status of Normal, close the request window
and continue to the next step
While the Cycle Count header form is displayed, requery your cycle count you just created
2.
Update your cycle count with yyour ABC classes

Click on Classes button, and update your counts per year for each class
Name
Counts per year
Approval Variance/Quantity %
39
XX-Class A
XX-Class B
XX-Class C
Save
4.
225
75
50
Initiate the cycle counting functionality for your cycle count, so you can begin performing daily cycle
counts.
Select Perform Full Cycle Count - This is a request set composed of 3 concurrent programs.
progra
Click on the Parameters field for each request to get the popup window for parameter inputs
Name
Parameters
Gen. AutoSched
Cycle Name: XX-CYCLE-COUNT
Gen. CycleCountReg.
Cycle Count Listing
Ensure that you check the save box for this report ONLY.
Click on the Submit button, then click no to submit another request
When the program name CYCLE COUNT LISTING has completed normally, then
Click on the View Output button
The CYCLE COUNT LISTING contains items that must be counted within 1 day
ay of the scheduler
being run, due to you setting the Late Days option to 1.
Note: If you have data on the output of the report you have successfully generated an 'Automatic
Cycle Count' process. If the previous step was successful, close all windows and return to the
Navigator. If not, please ask for assistance.
This compile will then be used to assign your items to specific ABC class within an ABC group
you will be defining.
5.
Enter cycle count entries for your cycle count, XX-CYCLE-COUNT (Keep
Keep the quantities reasonable)
reasonable
Counting>Cycle Counting>Cycle Count Entries
Cycle Count:
XX-CYCLE
CYCLE-COUNT
Find all open count requests = YES
Enter quantities:
(Note: if you change the region to Adjustments you can see the system generated quantity.)
Enter several counts out of tolerance and make the rest of the counts entered match the system
quantity.
40
For counts entered that are out of tolerance, enter at least one count that will allow the system to
bypass the tolerance qty at the header level, but not the Class (A) level (item classes are shown on
lower portion of the cycle count entries screen)
(ie..if
ie..if system quantity=50, then enter count qty of 54; this quantity variance will pass the header
level tolerance of + or -5%,
5%, but not the class A tolerance of + or -2%.
For serial items that appear on your cycle count, after entering a count for that item, click the Serial
button and click the All Present button if you do not want to perform an adjustment, otherwise,
unclick the present checkbox (to enter an adjustment) If you do not click the Serial button prior
to moving from the count field,, a pop up not will appear informing you to Please enter the serial
number details for this request
Once you have entered a count for each item on the cycle count entries form,
Save (Ctrl S)
Click then Ok button when the note Adjustments process
processed window appears.
6.
Approve, reject or recount your cycle count entries for your cycle count; XX
XX-CYCLE
CYCLE-COUNT
Counting>Cycle Counting>Approve Counts
Cycle Count:
XX-CYCLE
CYCLE-COUNT
Click on Find button

Query counts pending approval only? NO
Notice counts that were entered which matched system quantities are tagged as approved and that
counts that are out of tolerance ar
are
e automatically set to a status of recount. If a count is within
tolerance but not
ot the same quantity that the system has, then status of the adjustment is approved
due to the cycle count
ount option for approval being set to If out of tolerance - If you set
se this option to
Always, then each count within tolerance but not the same quantity as the system, you would either
eit
need to approve, reject or recount the item (if recounts were allowed). If you do not have any counts
cou
with an approval status of recount
recount, then you do not have to perform
form steps 7 and 8 of this lab.
7.
Recount any of your cycle count items that have a status of recounted
Cycle Count:
XX-CYCLE
CYCLE-COUNT
Enter quantities:
Save
8.
Approve, reject or recount your cycle count entries for your cycle count; XX-CYCLE
CYCLE-COUNT
Cycle Count:
XX-CYCLE
CYCLE-COUNT

Notice the counts just entered for recount have the approval option set to None.
ne. This is doing to the
factthat
that automatic recounts were enabled for your cycle count, and the maxi
maximum
mum number of recounts
was set to 1. If you had entered 2 for the maximum number of recounts, then the action
act
for recounted
items that were recounted and still not with tolerances would still be set to Recount
Reco
(until maximum
number for recounts is reached)
41
LAB 20
Physical Inventories
Change organizations to Seattle Manufacturing (M1)

I.
Define a physical inventory to count ALL items within your subinvnetory.

Counting>Physical Inventory>Physical Inventories
Click on New button
Name:
Description:
Date:
Approval region
XX-PI
XX's PI
Today's date
If out of tolerance
Required:
Tolerances
Qty
5
5
Value 10
10
Count Subinventories
Click Specific
(Subinventory)
XX-subinv
subinv
Allow Dynamic Tags should be checked Yes

Click on Snapshot' button concurrent
ncurrent request id __________________
When your Freeze physical inventory request has completed with a status of Normal, close the
request window and return to the Navigator.
2.
Generate both blank and default tags for physical inventory XX-PI.
Blank tag information
Counting>Physical Inventory>Tag Generation
Name:
XX- PI
Tag Type:
Blank
Starting tag:
XX0001
Number of tags: 3
Notice how the ending tag number is automatically generated based upon the number of tags
requested.
Write down your ending tag number
number.
Ending tag number:
_______________
Click on the Generate button
42

When the program name GENERATE PHYSICAL INVENTORY TAGS has completed normally,
generate your default tag information
Default tag information
Name:
XX- PI
Tag Type:
Blank
Starting tag:
This information should already be displayed
- If not, then enter your ending tag number +1
- (eg. If your ending tag number was XX0004, then enter XX0005)
Digit Increment:
this information should also default - if not enter 001111
If above information defaulted correctly, then you should simply have to plac
place
e your cursor in the
Starting Tag number field and then hit the Tab to allow system to complete the default information
Click on the Generate button
When the program name GENERATE PHYSICAL INVENTORY TAGS has completed normally,
proceed to the next step.
3.
Enter tag counts for physical inventory XX-PI.

Counting>Physical Inventory>Tag Counts
Name: XX-PI
Query all existing tags: YES
Your blank tags will be displayed first. For your first blank tag, enter the following information for an
item you found in your subinventory, but that was not accounted for when the snapshot was taken.
Item:
Subinventory
Qty:
AS10001
XX-subinv
subinv
100
Since this was the only item you found in your subinventory that was not included in the snapshot,
void the remaining 2 blank tags:
VOID:
Check box
Enter quantities for all your remaining tags, entering any count you wish.
Save
4
Run the Physical inventory missing tag listing
43
Reports>ABC and Counting

Single request
Click Ok
Request Name:
Physical Inventory Missing Tag Listings
Name:
XX
XX-PI
Once the request has completed, verify on the report output that you see:
Number of Missing Tags: 0
Highlight your request, and
Click on the View Report button to ensure you see Number of Missing Tags: 0
5
Approve all of the adjustments

Counting>Physical Inventory>Approve Adjustments
Name: XX-PI
Query out of tolerance adjustments only? YES
1) You MUST approve, reject or void EVERY tag

2) You should always run the Physical Inventory Adjustment REPORT before running the adjustments
program to be assured that every thing looks reasonable.
Click on Approve All button
6.
Launch the adjustments program:

Counting>Physical Inventory >Physical Inventories
Query your physical inventory. With your cursor on your physical inventor
inventory,
Click on Launch Adjustments
Account:
Use the CTRL L key or click the LOV icon - type in Ph then click OK
Click on Launch Adjustments
Lab 21
2nd Day Cycle Counting
1. Your manager has just notified you that you will need to count a new item daily. Manually add that item
to your Cycle Count, which was not included in your original ABC compile, and place that item in the
control group.
This additional count is considered a Manual entry
entry, not an unscheduled entry.
Counting>Cycle Counting>Cycle Counts
Query enter (F11)
44
Key in: XX%

Click on the Open button
Click on the Items button
Click on the + icon to add a new class, OR
Click on Edit, and Select New record
Class:
XX-Class
Class A
Item:
AS10001
Control Group: Check Box
Save
2.
Now initiate the cycle counting (autoscheduler) for Day 2 of your cycle count.
Select Perform Full Cycle Count Name
Parameters
Gen. AutoSched
Gen. CycleCountReg.
Cycle Count Listing
Ensure that you check the save box for this report ONLY.
Click on the Submit button, then click no to submit another request
When the program name CYCLE COUNT LISTING has comp
completed normally
Click on the View Output button to see what items need to be counted.
Note: If you do not have data on the output of the report, please ask for assistance.
3. Enter several preapproved cycle count entries and then enter the remainder of your items to be
counted for your cycle count, XX
XX-CYCLE-COUNT.
Preapproved counts are not subject to any cycle count tolerances estab
established;
lished; whatever count qty is
entered on the cycle count entry form is automatically approved.
Counting>Cycle Counting>Cycle Count

Cycle Count:
XX-CYCLE
CYCLE-COUNT

Select Enter Preapproved Counts
Enter a count for one of your items that is unreasonable - If your system quantity is 500, then enter
in a count quantity of 50,000.
45
Save (Ctrl S)
Close the Cycle Count Entries form.
4. Review the Approval action of the count you just entered.
Click on the Approvals button
Notice the Approval Action for this item is Approved ev
even
en though the count quantity entered exceeded
the cycle count tolerances established. This was a preapproved count requested.
5.
Enter the remaining count quantities for your items.

Click on the Counts button
(Note: if you change the region to Adjustments you can see the system generated quantity.)
Enter you count quantities for your items.
For serial items that appear on your cycle count, after entering a count for that item, click the Serial
button and click the All Present button if you do not want to perform an adjustment, otherwise, un
click the present checkbox (to enter an adjustment) If you do not click the Serial button prior to
moving from the count field, a pop up not will appear informing you to Please enter the serial
seri
number details for this request
Once you have entered a count for each item on the cycle count entries form
Save
Click OK button for Adjustments processed window
3.
XX-CYCLE
CYCLE-COUNT
Cycle Count:
XX-CYCLE
CYCLE-COUNT

If you do not have any counts that have a status of recount, then skip the step 4 and step 5
4.
Recount any of your cycle count items that have a status of recounted
Cycle Count:
XX-CYCLE
CYCLE-COUNT
Enter quantities:
Save
5.
XX-CYCLE
CYCLE-COUNT
46

Cycle Count:
XX-CYCLE
CYCLE-COUNT

Notice the counts just entered for recount have the approval option set to None. This is due to the
fact that automatic recounts were enabled for your cycle count, and the maximum number of recounts
was set to 1. If you had entered 2 for the maximum number
umber of recounts, then the action for recounted
items that were recounted and still not with tolerances would still be set to Recount (until maximum
number for recounts is reached)
LAB 22
1.
Forecast and Forecast Sets
Define an item, which

h will have a general planning method of reorder point planning. Enter the
appropriate item attributes, which enable the EOQ and reorder points to be calculated. (Planning
method, lead times, order cost, carrying cost)
Items>Master Items
Item:
XX-reorder
For testing reorder point planning
Desc:
Click on Copy From
Template: Purchase Item
Click on Apply and Done
Click on the alternative region: General Planning
Inventory Planning Method = Reorder
Reorder Point
Point (pop list)
Cost:
Order=6 (fixed dollar amount to place the order regardless of quantity)
Carrying=. 15 (the annual carrying cost to stock one unit of the item)
Source Type: Supplier
Click on the alternative region MPS/MRP
Ensure that planning method is set to: Not Planned
Forecast Control: None
Click on the alternative region Lead Times
Preprocessing Leadtime:
1 (number of days required to place a purchase order)
Processing Leadtime:
1 (number of days to procure the item)
Postprocessing Leadtime:
1 (number of days to deliver a Purchased Item into inventory)
Save
Assign to Seattle Manufacturing (M1) and Boston Manufacturing (M2) organizations. Then assign
your category set to the new item in both organizations.
Save
47
2. Create a Forecast Rule to use when you generate your Forecast in step 5.
Setup>Rules>Forecast
Name:
Description:
Bucket Type:
Include
Sales Order shipments:
Issues to WIP:
Miscellaneous Issues:
Inter-org Transfers:
Forecast:
XX
XX-MY Rule
My forecasting rule
Weeks
Check box
Do NOT Check box
Check box
Check box
Focus
Save
3.
Manually load the safety stock quantity for item XX-reorder

Planning>Safety Stocks
Click on New button
Default Item:
Effective Date:
Quantity:
reorder
XX-reorder
Todays Date
100
Save
4. Create a forecast and forecast set, which will be used by the reorder point
point-planning
planning lab to calculate
the EOQ for your reorderr point planned item.
Planning>Forecast>Sets
Add a forecast set
Forecast Set:
XX-FC-SET
SET
Desc:
XX's FCSET
Bucket type:
Weeks
Level:
Item
Consume:
Yes
Outlier Update:
100%
Backward Days: 3
Forward Days:
3
Save
Forecast
XX-FC
Save
Description
XXs Forecast
Click on the Forecast Items button

Note:
ote: You should receive a pop up note box: Warning: This item is not planned
Item:
XX-reorder (rest of information will default)
Just click ok - This warning message is letting the user know that the item is NOT MRP or MPS
planned.
48
You can still plan for this item using Reorder Point Planning.
Click on Detail button
Bucket
Date
Original
Weeks
Today's date
(defaulted)
End Date
3 mo. from today
No. of Buckets
(accept default)
Current
300
What happened when you tried to put in todays date?

____________________________________________________________
Why? _______________________________________________________
Save
5.
Generate your forecast.

Planning>Forecasts>Generate
Forecast Name:
XX-FC
Forecast Rule:
XX-MY
MY Rule
Selection:
Specific Inventory Item
Item:
XX-reorder
reorder
Category Set:
XX-SET
Specific Category: (blank)
Overwrite:
All entries
Start Date:
Accept default
Cutoff Date:
Accept default
Click on Submit request button
This forecast will be used for the Reorder Point lab.
4.
What are the two types of forecasts Oracle Inventory can generate for you?
_______________________
LAB 23
1.
_______________________
Reorder Point Planning
Run the Reorder Point Planning report to see if its time to replenish item XX-reorder
reorder
Planning>Reorder Point Planning
PARAMETERS:
Item selection:
Restock:
Forecast:
st
1 Sort:
Category Set:
Items under reorder point

No
XX-FC
Category
XX-SET
Note: accept all other default parameters

Click on OK button
49
Click on the Submit Request button

Write down the concurrent request id ____________________ click No
Click on View my request
When the program Reorder Point planning has completed with a status of Normal
Click on the View Output button to view your report
If there is no data on the report output, when assigning item XX
XX-reorder to yourr child organization,
did you also add your category set and category code combination that was used as an input
parameter for the ROP report?
Was the item attribute under General Pl
Planning
anning for planning method set to Reorder Point Planning?
Was the item attribute under MPS/MRP Planning for planning method set to None ?
If there is no data on the report output, ask for assistance before proceeding to next step.
2.
Now, perform a Miscellaneous Receipt transaction in organization M1 for item XX-reorder

reorder for a
quantity of 50, and then rerun the ROP report again. (Use the same input parameters used when first
running the report)
If you need help performing a miscella
miscellaneous transaction, see labs 9 thru 14.
Did the reorder qty change? ________
Is the value correct?
________
Qty _______
WHY\WHY NOT?
____________________________________________________________________________________
LAB 24
Min-Max Planning
1. Define an item, which will be min

min-max,
max, planned. Set appropriate values to allow running the min/max
report for either the whole organization or for specific subinventories; XX-subinv
subinv and FGI.
Items>Master Items
Item:
Desc:
XX-minmax
For testing min/max planning report

Template: XX-sell
Click on Apply and Done
Click on the alternative region General Planning
Inventory planning Method Min
Min-Max (pop list)
Min-Max quantities:
Minimum:
50
Maximum:
500
50
Order Quantity
Minimum:
Maximum:
50
250
Cost
Order:
Carrying:
5
5
Source:
Supplier
Fixed Order Quantity: 50
Click on the alternative region MPS/MRP
Planning method: Not Planned
Forecast Control: None
Pegging:
None
Click on the alternative region Lead Times
1 (number of days required to place a purchase order)
1 (number of days to procure the item)
1 (number of days to deliver a Purchased Item into inventory)
Save
2.
Assign to Seattle Manufacturing (M1).

When the organizations items form is returned, notice all item attribute values
es entered at the
master level default to the child org -these item attribute values at the organization level are used
when running the min/max for the entire organization
organization)
Then assign your category set to your item in Seattle Manufacturin
Manufacturing.
g. Either do this from the
master organization, then from the top Menu under Tools, organization assignment, org attributes
button, and when the organization items form appears, use the top Menu under Tools, item
categories; OR use the organization ititems
ems form, then the top Menu under Tools, item categories,
OR use the category sets form, Assign button. And assign your category set to both organization
items. If you need help, please ask.
Save
If you HAVE NOT assigned your category set to item XX-minmax from the organization window
within the master items form, then navigate to the organization items window (Items>Organization
Items) and perform step 3. If you have assigned you category set to item XX-minmax
minmax from the
organization window within the
e
master items form, DO NOT close the Organization Assignment
window, continue on.
Click on the Org Attributes button (ensure your cursor is on the correc
correctt organization (M1) prior to
do this)
3.
Establish min-max
max parameters for running the report by subinventory.
Click on Item Subinventories
Subinventory
Min-Max Planning
Min Qty
Max Qty
51
XX-subinv
Yes
25
500
Click on the alternative region Sourcing''

Type: Supplier (pop list)
Click on the alternative region Lead Times''
1
1
1
Subinventory
FGI
Min-Max Planning
Yes
Min Qty
100
Max Qty
250
Click on the alternative region Sourcing''

Type: Supplier (pop list)
Click on the alternative region Lead Times''
1
1
1
Save
Note: these values entered at the subinventory level are used when runnin
running
g the min/max for the
specific organization/subinventory specified)
Close all windows and return to the Navigator.
4.
Run the Min-Max

Max Planning report to see if it is time to replenish item XX-minmax
minmax in XX-subinv
XX
Planning>Min-Max Planning
Planning Level:
Subinventory:
Item Select:
Category Set:
Restock:
Subinventory
XX
XX-subinv
Items under minimum quantity
XX
XX-SET
No
(Note: accept all other default values)

Click on the OK button
Click on the Submit Request button - click No
Click on View my request
When the program Min\Max
Max Planning has completed with a status of Normal
Click on the View Output button to view your report
Is there a suggested reorder quantity on the report output for your item?
How Much?
________
Is the quantity correct?
________
_________
WHY\WHY NOT?
52
____________________________________________________________________________________
Now, perform a Miscellaneous Receipt transaction in organization M1 for ititem XX-minmax,
minmax, subinventory
FGI a quantity of 75, and then rerun the min
min-max report again for specific subinventory.
If you need help performing the transaction, see labs 9 thru 14.
(For the report, use the same input parameters used in step 4, except cha
change
nge subinventory XX-subinv to
(subinventory FGI)
How Much?
________
________
_________
WHY\WHY NOT?
____________________________________________________________________________________
Run the min-max for the entire organization to see if there are any items that need to be replenished.
Planning>Min-Max Planning
Planning Level:
Organization
Item Select:
Category Set:
XX
XX-SET
Restock:
No
How Much?
________
________
_________
WHY\WHY NOT?
____________________________________________________________________________________
7.
Now, perform a Miscellaneous Issue transaction in organization M1 for item XX-minmax,

minmax,
subinventory
FGI for a quantity of 30, and then rerun the min
min-max
max report again for the entire
organization.
(Use the same input parameters used in step 6 of this lab.
Is there a suggested reorder quantity on the report output for your ititem?
em?
How Much?
________
________
_________
WHY\WHY NOT?
____________________________________________________________________________________
8.
Now, rerun the min-max

max report again for the entire organization, allowing the system to generate
requisitions or purchase orders.
Planning Level:
Item Select:
Organization
53
Category Set:
XX
XX-SET
Restock:
Yes
At this point, please do not continue to the next step until all requisitions have been imported
into the Purchasing module.
9.
Now, rerun the min-max

max report again for the entire organization
Planning Level:
Item Select:
Category Set:
Restock:
Supply Cuttoff Date:
Organization
All min-max planned items
XX
XX-SET
No
1 month from today

How Much?
________
________
WHY\WHY NOT?
_________
____________________________________________________________________________________
Is the supply quantity correct?
WHY\WHY NOT?
________
___________________________________________________________________________________
Lab 25
1.
Available to Promise (ATP)
Create an ATP rule which you can run to check availability of item
XX-item.
Setup>Rules>Available to Promise
Name:
Consumption:
Backward
Forward
Accumulate avail.
XX
XX-ATP-RULE
= Yes
= Yes
= Yes
Infinite Supply = User Defined Time fence

Days = 15
Accept all other defaults
Save
2.
Perform an ATP inquiry for item XX-item.
54
On-hand,
hand, Availability>Available to Promise
Change the Default ATP rule to: XX-ATP-RULE
Accept all other defaults
Click on the Item button
Item:
ATP rule:
Tab to required quantity:
Tab to required date:
XX
XX-item
XX
XX-ATP-RULE
10000
Today's date
Click on the View Results button

Click on the Open button to view results presented in another format.
55
Appendix A
Navigation Function (Hot) Keys
Function
Key
56
Filename:
Inventory Basic Setup Lab.docx
Directory:
C:\Documents and Settings\rcastro\Desktop\Labs Updated (Final Review)
Template:
C:\Documents and Settings\rcastro\Application
Data\Microsoft\Templates\Normal.dotm
Title:
Oracle Inventory
Basic Setup Labs
Subject:
E-Business Suite R12
Author:
Rodrigo Castro - Daniel Newman
Keywords:
Comments:
Creation Date:
11/19/2008 1:02:00 PM
Change Number:
3
Last Saved On:
12/1/2008 3:06:00 PM
Last Saved By:
rcastro
Total Editing Time:
1 Minute
Last Printed On:
12/1/2008 3:10:00 PM
As of Last Complete Printing
Number of Pages:
56
Number of Words: 12,745 (approx.)
Number of Characters:
72,652 (approx.)

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Oracle Inventory

Basic Setup Labs

Updated by Daniel Newman, Rodrigo Castro

Providing an introduction to navigating through Inventory application forms

Demonstrating various support tips for O

As a source of reference for future support issues that may arise

Feel free to do these labs as often as you want.

Setup: Inventory Structures

Setup: Units of Measure

Setup: Item Attribute Control

Using Status Codes

Using Categories and Category Sets

Item Templates & Items Copy

Items: Relationships, Cross References,

Performing Item Searches

Inventory Controls Using Stock Locators

Inventory Controls Item Revisions

Inventory Controls Using Lot Control

Inventory Controls Using Serial Numbers

Creating Custom Transaction Sources

Performing Inventory Transactions

Processing Return Material Authorizations (RMA)

Perform Receiving Transactions (Purchasi

Implementing ABC Analysis

Implementing Cycle Counting

Performing 2nd Day Cycle Counting

Initializing Forecasts and Forecasts Sets

Using Reorder Point Pl

Available to Promise (ATP)

Navigation Hot Keys

LAB 1 - Inventory Structures

- Application Navigation path

Log on to Oracle Applications.

1. Create New Organizations

2. Create a Location for this Inventory Organization

Inventory> Setup> Organizations> Organizations

Enter the Accounting Information

Click on the New button

Note: Accept all other field defaults

Add a new UOM Class

Define a new item called XX-item

Click on the top Menu click on Tools

Click on Apply, then Done

Customer Orders Ena

Internal Orders Enabled

Assign your new item to Seattle Manufacturing (M1).

You can also navigate to the Item Costs form by:

Item Attribute Controls

BOM Item Type

Key in item number: XX-item1 OR

Categories and Category Sets

ENSURE YOU ARE IN Organization Seattle Manufacturing (M1)

In Find Key Flexfield Structures field, Enter Item Categores

Define 3 new categories

Click on the OK button

Define a Category Set and include your 3 new category codes as th

Add your remaining 2 categories to you category set, so that when

Add a new category code to your category set

3. Assign one of your category codes to your item XX-item

Item Templates & Item Copy

1. Create an item template with 8 attributes enabled.

Save after each Tab/Group

Click on the top Menu under Tools

Click on top Menu under Tools