Fast-Track Item-Creation Process in Oracle Inventory using Workflow

Vikas Khurana, Infosys Technologies Limited Lalitha Valli Malkapuram, Infosys Technologies Limited

Learning Objectives
! Appreciate the requirement for Automating the Item-Creation process ! Understand how Conventional Item-Creation process works ! Learn how to leverage Oracle API's/Interfaces and Fast-track the Conventional process through automation ! Appreciate the usage-context of Automated process

2

Speaker’s Qualifications
" Vikas Khurana
• Vikas is Technical Consultant in Enterprise Solutions (ES ) group of Infosys Technologies • Vikas has 4+ years of experience in Oracle Apps arena and has worked extensively on Design/Development of various applications

" Lalitha Valli Malkapuram
• Lalitha is Project Manager in Enterprise solutions (ES) group of Infosys Technologies • Lalitha has 4+ years of experience in Oracle Apps domain and an overall experience of 8 years in IT industry in various capacities

3

Presentation Agenda
" Item-Creation Automation – A Sample Requirement " Item-Creation – The Conventional way " Fast tracking Item-Creation – A Solution Framework " Item-Creation – Conventional vs. Automated way " Conclusion

4

Item Creation Automation – A Sample Requirement
" Context :
# Shared Services environment with Centralized Administrative control

" Functional Requirement :
# # # # User places a System-based request for Item-Creation to Shared-services admin Admin should receive a Automatic notification of the newly logged request Admin should be able to Approve/Reject the request Admin should be able to complete the Item-Creation process from a central location
• • • • • Item-Creation in Inventory Costing in Cost manager / Inventory Pricelist Assignment in Advanced Pricing / Order Management Sourcing Rule Assignment in Purchasing Cross References Creation

#

Upon completion, User should receive a Automatic notification for Item-Creation

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Presentation Agenda
" Item-Creation Automation – A Sample Requirement " Item-Creation – The Conventional way " Fast tracking Item-Creation – A Solution Framework " Item-Creation – Conventional vs. Automated way " Conclusion

6

Item Creation – The Conventional way
" Step 1 : Item-Creation in Inventory " Step 2 : Costing in Cost Manager / Inventory " Step 3 : Pricelist Assignment in Advanced Pricing / Order Management " Step 4 : Sourcing Rule Assignment in Purchasing " Step 5 : Cross Reference Creation in Inventory

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Conventional Item Creation Process–The Details

Process
Step 1 : Item-Creation in Inventory

Sub-Process
C1.1 – Item-Creation in Master Inventory Org C1.2 – Category Assignment Master Category Sets C1.3 – Template Assignment Master Inventory Org C1.4 – Org Assignment C1.5 – Template Assignment Inventory Org C1.6 – Category Assignment Org Category Sets

Navigation
Inventory $ Items $ Master Items Inventory $ Items $ Master Items $ Tools $ Categories Inventory $ Items $ Master Items $ Tools $ Copy Inventory $ Items $ Master Items $ Tools $ Org Assignment Inventory $ Items $ Master Items $ Tools $ Copy Inventory $ Items $ Master Items $ Tools $ Categories

Hyperlink
Master Item Master Category Sets Template Assignment Org Assignment Org Template Assignment Org Category Sets

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Conventional Item Creation Process–The Details

Process
Step 2 : Costing in Cost Manager / Inventory Step 3 : Pricelist Assignment in Advanced Pricing / Order Management Step 4 : Sourcing Rule Assignment in Purchasing Step 5 : Cross Reference Creation in Inventory

Sub-Process
C2.0 – Costing in Cost Manager / Inventory C3.0 – Pricelist Assignment in Order Management C4.0 – Sourcing Rule Assignment in Purchasing C5.1 – Cross reference Creation in Inventory C5.2 – Mfg Part Number Creation in Inventory / Purchasing C5.3 – Customer Item Number Creation in Inventory / Order Management

Navigation
Inventory $ Costs $ Item Costs Order Management Super User $ Price Lists $ Price List Setup Purchasing Super User $ Supply Base $ Assign Sourcing Rules Inventory $ Items $ Cross References Inventory $ Items $ Manufacturers’ Part Numbers $ By Items Order Management Super User $ Items $ Customer Items

Hyperlink
Costing Pricelist Assignment Souring Rule Assignment Cross Reference Mfg Cross Reference Customer Item Reference

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C1.1 : Item Creation in Master Inventory Org

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C1.2 : Category Assignment – Master Category Sets

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C1.3 : Template Assignment – Master Inventory Org

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C1.4 : Org Assignment

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C1.5 : Template Assignment – Inventory Org

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C1.6 : Category Assignment – Org Category Sets

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C2.0 : Costing in Cost Manager / Inventory

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C3.0 : Pricelist Assignment in Order Management

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C4.0 : Souring Rule Assignment in Purchasing

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C5.1 : Cross Reference Creation in Inventory

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C5.2 : Mfg Part Number Creation in Inventory

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C5.3 : Customer Item Number Creation in Inventory

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Gap Analysis – As Against Sample Requirement
S No
1 2 3 4 4.1 4.2 4.3 4.4 4.5 4.6 4.7 4.8 4.9 5

Requirement
User places a system-based request for Item-Creation to Shared-services admin Admin should receive a Automatic Notification of the newly logged request Admin should be able to Approve/Reject the request Admin should be able to complete the Item-Creation process from a Central location New Item Creation / Assignment of Item to Inventory Organizations Item Category Assignment Item Template Assignment Costing Pricelist Assignment Souring Rule Assignment Cross Reference Creation Manufacturing Part Number Creation Customer Item Number Creation User should receive a Automatic Notification for Item-Creation / Item-Rejection

Conventional Way
No No No No Yes Yes Yes Yes No No No Yes No No

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Presentation Agenda
" Item-Creation Automation – A Sample Requirement " Item-Creation – The Conventional way " Fast tracking Item-Creation – A Solution Framework " Item-Creation – Conventional vs. Automated way " Conclusion

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Fast tracking Item-Creation – A Solution Framework

S No
1 2

Requirement
User places a request for Item-Creation to Shared-services admin Admin should receive a Automatic notification of the newly logged request

Solution Comments
Step 1 : Item-Creation Request Custom Item-Creation Request Form – XXINVICR.fmb Step 2 : Item Request Notification Custom Notification Workflow - XXINVICR.wft associated with XXINVICR.fmb Step 3 : Item Approval Custom Item-Request Approval Form – XXINVIAP.fmb Step 4 : Item-Creation Process Custom Item-Creation concurrent program – XXINV_ITEM_CRTN_PKG.main() Wrapper program associated with XXINVIAP.fmb Item Category Import - INV_ITEM_CAT_ASSIGN_OI Spawned from XXINV_ITEM_CRTN_PKG.main() Custom Item-Request Approval Form – XXINVIAP.fmb Souring Rule Assignment API - MRP_SRC_ASSIGNMENT_PUB Spawned from XXINV_ITEM_CRTN_PKG.main()

3 4

Admin should be able to Approve/Reject the request Admin should be able to complete the Item creation process from a central location

4.1 4.2 4.3

Category Assignment Template Assignment Sourcing Rule Assignment

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Fast tracking Item-Creation – A Solution Framework
S No
4.4 4.5 4.6 4.7

Requirement
Item Accounts Org Assignment Pricelist Assignment Costing

Solution Comments
Custom Item-Request Approval Form – XXINVIAP.fmb Item Import – INCOIN Spawned from XXINV_ITEM_CRTN_PKG.main() Pricelist API - QP_PRICE_LIST_PUB Spawned from XXINV_ITEM_CRTN_PKG.main() Costing Interface – CSTPCIMP Spawned from XXINV_ITEM_CRTN_PKG.main() to import Cost in Pending State Standard Cost Update – CMCICU Spawned from XXINV_ITEM_CRTN_PKG.main() to import Cost in Frozen State Step 5 : Item Request Notification Custom Notification Workflow - XXINVICR.wft Spawned from XXINV_ITEM_CRTN_PKG.main Workflow Create process - WF_ENGINE.CreateProcess , Workflow Start process -WF_ENGINE.StartProcess are the processes used to launch workflow

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Admin / User should receive a Automatic notification on completion of Item-Creation / Item- Rejection

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Fast tracking Item-Creation Process–The Details
Process
Step 1 : Item-Creation Request

Sub-Process
A1.1 – Item-Creation Request by User A1.2 – Org Assignment A1.3 – Pricelist Assignment

Navigation
Inventory $ Item-Creation Request

Hyperlink
Item Creation Request Org Assignment Pricelist Assignment Item Request Notification

Step 2 : Item Request Notification Step 3 : Item Approval Step 4 : Item-Creation Process

A2.0 – Workflow Notification for Item-Creation request A3.0 – Item Approval Form A4.1 – Category Assignment A4.2 – Template Assignment A4.3 – Sourcing Rule Assignment A4.4 – Item Accounts A4.5 – Org Assignment A4.6 – Pricelist Assignment A4.7 – Costing Inventory $ Item Approval Inventory $ Item Approval

Item Approval Item Approval Item Approval Item Approval Item Accounts Org Assignment Pricelist Assignment Costing Item Creation Notification Item Rejection Notification

Step 5 : Item-Creation / Item Rejection Notification

A5.0 – Workflow Notification for Item-Creation / Item-Rejection

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Presentation Agenda
" Item-Creation Automation – A Sample Requirement " Item-Creation – The Conventional way " Fast tracking Item-Creation – A Solution Framework " Item-Creation – Conventional vs. Automated way " Conclusion

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A1.1 : Item Creation Request Form

Item Request Type

Item Type

Item Number

Item Attributes

Pricelists Item Categories Request Notification

Inventory Organizations

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A1.2 : Org Assignment

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A1.3 : Pricelist Assignment

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A2.0 : Item Creation Request Notification

Item Approval form

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A3.0 : Item Approval Form

Item Request Type Item Accounts

Inventory Organizations

Pricelists Costing Item Attributes

Approve / Reject

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A4.4 : Item Accounts

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A4.5 : Org Assignment

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A4.6 : Pricelist Assignment

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A4.7 : Costing

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A5.0 : Item Creation Notification

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A5.0 : Item Rejection Notification

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Item Creation – Conventional vs. Automated way
S No
1 2 3 4 4.1 4.2 4.3 4.3 4.4 4.5 4.6 4.7 4.8 5

Requirement
User places a system-based request for Item-Creation to Shared-services admin Admin should receive a Automatic Notification of the newly logged request Admin should be able to Approve/Reject the request Admin should be able to complete the Item-Creation process from a Central location New Item-Creation / Assignment of Item to Inventory Organizations Item Category Assignment Item Template Assignment Costing Pricelist Assignment Souring Rule Assignment Cross Reference Creation Manufacturing Part Number Creation Customer Item Number Creation User should receive a Automatic Notification for Item-Creation / Item-Rejection

Conventional Way
No No No No Yes Yes Yes Yes No No No Yes No No

Automated Way
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No No No Yes

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Presentation Agenda
" Item-Creation Automation – A Sample Requirement " Item-Creation – The Conventional way " Fast tracking Item-Creation – A Solution Framework " Item-Creation – Conventional vs. Automated way " Conclusion

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Automated Item Creation – Advantages & Limitations

S No
1

Type
Process Optimization

Advantages

Limitations

Consolidates and streamlines the navigations Enhances the std. functionality by providing workflow notifications at various stages 2 Costing / Pricelist / Item-attributes control Optimizes the process of associating multiple pricelists Centralized control for Costing, that would import material, materialoverhead costs Facilitates Centralized control over item-attributes

Cannot be used for mass-upload of items

Cannot be used where resource/resource overhead costs are involved Cannot be used for updating Itemattributes

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Q&A

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