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Beginners Guide
Beginners Guide
Oracle Inventory
Thampy Mathew
Thampy Mathew
Page 1
Oracle Inventory
THAMPY MATHEW
Thampy Mathew
Page 2
Oracle Inventory
Beginners Guide
Contents
1.0 Sequencing the implementation of Inventory 1.1 Define Flexfields 1.1.1 Item 1.1.2 Item Categories 1.1.2.1 Define Value sets 1.1.2.2 Define Flex Structure 1.1.2.3 Compile the Flex Structure 1.1.2.4 Enter Possible Values for Each Segment 1.1.2.5 Define Category Codes (Category Names) 1.1.2.6 Define Category Sets 1.1.2.7 Assign Items to Category Codes 1.1.2.8 List the Items Belonging to a Particular Category 1.1.3 1.1.4 1.1.5 1.1.6 1.2 1.3 1.4 1.5 1.6 1.7 1.8 1.9 1.10 1.11 1.12 1.13 1.14 1.15 1.16 1.17 1.18 1.19 1.20 1.21 1.22 Item Catalog Group Stock Locators Account Aliases Sales Orders Page 1 1 1 1 3 3 4 4 5 5 6 6 1 1 1 1 7 8 10 10 10 11 14 15 16 18 19 19 19 20 21 23 23 24 25 26 27 Page 3
Assign Default Category Sets Define Workday Calendar Define ATP Rules Define Picking Rules Define Locations Define Organizations Define Shipping Networks Define Units Of Measures Define Item Attribute Control Levels Define Item Status Templates Define User Item Types Define User Item Type Templates Define Asset Items and Assign to Organizations Define Expense Items and Assign to Organizations Define UOM Conversions Define Item Revisions Define Item Relationships Create Item Catalog Define Asset Subinventories and Assign Items Define Expense Subinventories and Assign Items Define Vehicle
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1.23 Define Container Types 27
Contents
1.24 1.25 1.26 1.27 1.28 1.29 1.30 1.31 1.32 2.0 3.0 Define Containers Define Freight Carriers Define Transaction Source Types Define Transaction Reasons Define Account Aliases Define Shipping Methods Define Transit Times for Shipping Methods Define Organization Access Launching Transaction Managers Page 27 28 28 28 28 29 29 29 30 30 30 30 31 31 32 42 43 43 44 46 47 50 50 50 52 54 56 56 56 57 59
Open Inventory Accounting Periods Miscellaneous Transactions 3.1 3.2 3.3 3.4 3.5 Miscellaneous Receipt Miscellaneous Issue Transferring Items Between Subinventories Transferring Items Between Organizations Without ISO Tracking Materials in Intransit Inventory
4.0
Inventory Controls 4.1 4.2 4.3 4.4 Revision Control Locator Control Lot Control Serial Control
5.0
Inventory Planning 5.1 Min-Max Planning 5.1.1 Organization Level Min-Max Planning for Buy Items 5.1.2 Subinventory Level Min-Max Planning for Buy Items 5.1.3 Organization Level Min-Max Planning for Make Items Reorder Point Planning 5.2.1 5.2.2 5.2.3 5.2.4 Set the Required Item Attributes Define a Forecast Define or Generate Safety Stock Run the Reorder Point Report
5.2
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5.2.5 Do Requisition Import from Purchasing 59
Contents
5.2.6 5.3 5.4 6.0 Page Find out the Requisition Number from the Requisition Summary window. Page 60
Replenishment 61 Kanban
63 65 65 68 70 73 73 73 74 75 76 76 77 77 77 78 79
Accuracy 6.1 6.2 6.3 ABC Analysis Cycle Counting Using ABC Compile Physical Inventory
7.0
Inventory Costing 7.1 7.2 7.3 7.4 7.5 7.6 Cost Elements Cost Sub-elements Cost Types Define Item Cost Updating Item Cost Viewing Different Costs of an Item at Different Times
Purchase Order Receipts Checking ATP Attaching Documents Transferring Transactions to GL Closing Inventory Accounting Periods
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Flexfields
Flexfields are of two types (1) Descriptive Flexfields and (2) Key Flexfields. As the name suggests, Descriptive Flexfields are used for providing extra information about a particular record. They normally remain hidden. On the screen, you will find only a very small box slightly bigger than a check box. When the cursor enters into the box, a bigger text box appears in which the user can enter the required information. When finished the longer text box disappears and it will Thampy Mathew Page 6
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appear as a small box as usual. With the help of this type of an arrangement, the programmers save the much needed screen space. Key Flexfields are slightly different in its construction. They are attached to certain specific fields of the screen. As the cursor enters that particular text box to which a Flexfield is attached, multiple text boxes, which otherwise remain hidden, pop up. The user enters values in the text boxes that pop up and when finished, they disappear and the values arranged one after another, separated by a dot or hyphen, appears as a single value in the normal text box. For example, suppose we have attached a Flexfield with three text boxes in one of the text boxes, Text Box 1 on your screen. In the normal situation, you will not see the three text boxes of the Flexfield. But, as the cursor enters the Text Box 1 to which the Flexfield is attached, the three text boxes will pop up. Suppose you entered a value of 01 in the first text box, a value of 02 in the second text box and a value of 03 in the third text box. When you click on OK, all the three text boxes disappear, and a value of 01.02.03 appears in Text Box 1. Which field in your screen can be made a Flexfield is decided in the Application Level. A user cannot change it. But, how many text boxes should pop up when the cursor enters into it is decided at the user level. The user can also decide what shall be the kind of data (Character or Numeric) that can go into each one of the text box that pop up and also he can decide how many characters or digits a pop up text box can accept. Technically, a pop up text box is called a Segment and the combination of the data type (Character or Numeric) and the maximum length (Maximum number of characters or digits that can go into a text box) is called a Value Set. You have to create one value set for each segment and you can choose as high as 30 segments for a Flexfield. The method of defining the Flexfield remains the same through out Oracle Applications. Though there are six flexfields, as listed above, can be created in Oracle Inventory, as the method of creation is exactly the same, we will discuss only one, which is the Item Category Flexfield. Suppose you want to segregate all the items in your subinventories. You have decided to classify them as Electronic, Mechanical and Others. After the first classification, you will get three groups of items under three different headings. Now, you have decided to classify each group as Buy, Make and Others. After the second classification you will get nine groups of items as Electronic.Buy, Electronic.Make, Electronic.Others Mechanical.Buy, Mechanical.Make, Mechanical.Others, Others.Buy, Others.Make and Others.Others.
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Now, look at the classification names. Each one is made up of two words, one is to the left side of the dot and the other is to the right side of the dot. So, we can say that category names in the example given above are made up of two segments. Now, if we list the possible values for Segment 1 and Segment 2, it will be as follows. Possible Values for Segment 1 Electronic Mechanical Others Possible Values for Segment 2 Buy Make Others
From the above list we can find that the values for Segment 1 are made up of characters and the length of the longest value is 10. Similarly, the values for Segment 1 are also made up of characters and the length of the longest value is 6. So, we can finalize that we have to define two value set as follows. Value Set 1 Data Type Max Length : Character : 10 (12 on safer side) Value Set 2 Data Type Max Length : Character : 6 (8 on safer side)
We have now made all basic preparations needed for creating a Flex Structure. Now, we will see how it can be implemented. 1.1.2.1
1.1.2.2
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See that Oracle Inventory appeared in the field Applications (c) Move Cursor to the field Flexfield Title (d) Press the down arrow key repeatedly till the value Item Categories appears in the field. (e) Enter a name for your Structure (Say My Structure) (f) Optionally enter a description (g) Click on the push button Segments (h) Enter Num (1) (i) Enter a name for your first segment (Elect/Mech) (j) Enter a window prompt for your first segment (Electronic/Mechanical) (k) In the field Column choose the value SEGMENT1 (l) In the Value set field choose the name of the Value Set defined for the first segment. That is VS 1 (m)Move cursor to the next line (n) Enter Num (2) (o) Enter a name for your second segment (Buy/Make) (p) Enter a window prompt for your first segment (Buy/Make) (q) In the field Column choose the value SEGMENT2 (r) In the Value set field choose the name of the Value Set defined for the second segment. That is VS 2 (s) Save 1.1.2.3
1.1.2.4
(a) (b) (c) (d) (e) (f) Thampy Mathew
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(g) (h) (i) (j) (k) (l) (m) Close N Setup Flexfields Key Values Choose the radio button Value Set Enter the name of the first Value Set (VS 2) Click on the push button Find Enter values Buy, Make and Others Save
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(Explanation shall be provided in step 1.2 (g) Check the check box Enforce Valid Categories (h) In the lines below create only those combinations that you want a user to use them as category names. (i) Save You will be able to create combinations that are already defined in step 1.1.2.5. But, here you are permitted to exclude certain combinations that are already created in step 1.1.2.5. Because you have checked the check box Enforce Valid Categories a user will be able to use only those combinations that are made below. When creating combinations, see that you are not creating the same combination that is already mentioned in step (f) above (Others.Others in this case).
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(i) When the report processing is completed, click on the push button View Output. You will see that the report lists all items that were assigned to the category selected in step (d) above.
1.2
or
N Setup Items Categories Default Category set Choose a Category Set against each functional area. Save
(Please do not change the existing Category Set) In step 1.1.2.6 (e) we have seen that a Control Level is required to be defined when you define a Category Set. Similar to this the Item attributes also can be controlled at two levels (Master or Organization). Also we
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have seen that enabling the Key Attribute is the point of time when an Item is assigned to its respective functional area by the system. Because of this very reason, if a particular Key Attribute is controlled at Master Level, the Category Set assigned to its corresponding functional area also must be controlled at Master Level and if the Key Attribute is controlled at Organization Level, then the Category Set assigned to its corresponding functional area also must be controlled at Organization Level. We have also seen that in a Category Set there will be many Category Names. Now, the question is, out of the many Category Names available in a Category Set assigned to a particular functional area, the system should assign the item to which Category Name. The system will always assign all the items only to that particular Category Name which you have defined as the Default Category in the Category Set defining window. Refer step 1.1.2.6 (f). After defining the items, you have to reassign the actual category as follows. From the Item defining window, Special Categories In the window that appears, you can change the category name.
1.3
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Assuming that your calendar stats on Monday, if you want Wednesday Off for your first shift enter the pattern as follows. Seq On Off 1 2 1 2 4 0 Always ensure that the total of the On/Off must be equal to 7 1.3.16 Save and close the window 1.3.17 Keep the cursor in shift number 2 and define the workday pattern as mentioned above. 1.3.18 Keep the cursor in Shift 1 and click on the push button Times Suppose the first shift timing is from morning 7.00 to evening 3.30 with a break of an hour from 11.00 to11.30, enter the values as follows. Start Stop 7:00:00 11:30:00 11:00:00 15:30:00
1.3.19 Save and Close the window. 1.3.20 Move cursor to the next shift and define the second shift timings as above. 1.3.21 Click on the push button Dates 1.3.22 Whichever dates you want to make as holidays, just click on those dates.
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Applying the Exception Template to Your Calendar
1.3.23 After step 1.3.21 skip step 1.3.22 and click on the push button Exception List 1.3.24 Click on the push button Load 1.3.25 Choose the Template that you have created 1.3.26 Click on OK 1.3.27 Save The dates that entered in the template will be marked as holidays in your Calendar.
1.4
1.5
1.6
Define Locations
N Setup Organizations Locations Refer page 6 of Inventory Course Material An organization can have multiple locations defined for it. The name and address of the exact place where the organization is located will be the primary location. Apart from this you can define additional locations for this organization. The other locations may be the locations of the organizations Godowns at other places.
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If an outside location is shared by more than one organization, dont attach an Inventory Organization in the location definition. If the location is used by single organization, it is always suggested to attach the corresponding organization name in the location definition. Note: If you choose a particular location as the Ship-To location in one of your purchase orders and if no Inventory Organization is attached to that location, then you have to pen the Shipment window of the PO and select the organization there. On the contrary, if the Ship-To location selected in your PO is having an Inventory Organization attached to it, the corresponding organization will automatically default in the Shipment window of your PO.
1.7
Define Organizations
1.7.1 1.7.2 1.7.3 1.7.4 1.7.5 1.7.6 1.7.7 1.7.8 1.7.9 1.7.10 1.7.11 N Setup Organizations Organizations Enter the name of your organization Choose a Type Enter the Establishment date of your organization Choose the location of your organization Choose Internal as value for the field Internal/External Save Bring the cursor to the Organization Classification block Choose the classification Inventory Organization Check the check box Enabled Save
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1.7.23 Enter an organization Code (Can use a maximum of 3 alphanumeric characters) 1.7.24 Choose Vision Operations as the Item Master Organization Though you can choose any Inventory Organization as the Item Master organization, so long as you practice in Concourse, always choose Vision Operations as the Item Master Organization. If the Item Master Organization is any thing other than Vision Operations, when you try to assign items to organizations, you will find that your organization is not listed. 1.7.25 Choose the Calendar that you have already defined 1.7.26 Check or uncheck the check box Allow Negative Balances If the check box is checked, during inventory transactions, if the qty of any item is driven negative, the system will not object. If the check box is unchecked, you will not be able to do any transaction by which the qty of any item will be driven negative. 1.7.27 Chose the locator control 1.7.28 Change region to Costing Information 1.7.29 Choose a Costing Method If BOM and WIP are installed always Standard as the Costing Method, because Average Costing is not possible were BOM and WIP are installed. 1.7.30 Check or uncheck the check box Transfer Details to GL If this check box is unchecked, only summary of the Inventory Transactions will be transferred to GL, and not the complete details. Checking this check box can lead to system slow down when the transactions are transferred to GL. 1.7.31 Check or uncheck the check box Reverse Encumbrance 1.7.32 Choose all the Valuation Accounts 1.7.33 Change region to Revision, Lot, Serial 1.7.34 Enter a Starting Revision (any single alphanumeric character) Any item assigned o this organization, if placed under revision control will use this value as the first revision. 1.7.35 Choose a Lot Control Uniqueness (Across Items or None) 1.7.36 Choose a Lot Number Generation Level (At organization level, At item level or User-defined) 1.7.37 Enter a Lot Number Prefix (Any alphanumeric characters) 1.7.38 Enter the total length of the Lot Numbers 1.7.39 Choose the Serial Number Uniqueness (Within Inventory Items, Within Organization, Across Organizations)
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1.7.40 hoose the Serial Number Generation Level (At item level, At organization level) 1.7.41 Enter a Serial Number Prefix (any alphanumeric character) 1.7.42 Enter a Starting Serial Number 1.7.43 Change region to ATP Pick, Item Sourcing 1.7.44 Choose an ATP Rule If no ATP Rule is attached, you will not be able to do Sales Order Scheduling in Order Entry. 1.7.45 Choose a Picking Rule 1.7.46 Enter a Subinventory Order (The value you enter here will be used as a default for all the Subinventories of the organization) 1.7.47 Enter a Locator Order (The value you enter here will be used as a default for all the Subinventories of the organization) 1.7.48 Choose the Item Source Type (Supplier or Inventory) 1.7.49 If Inventory is selected as the Source Type, choose the Organization from where you source the items. 1.7.50 If the organization name is entered, choose the name of the Subinventory from where you source the material. (The values you enter here doesnt have too much of meaning. Even if you enter Inventory as the Source Type, you can purchase items from Suppliers) 1.7.51 Change region to Inter-org Information 1.7.52 Choose a Inter-organization Transfer Charge type 1.7.53 Choose all the Accounts 1.7.54 Change region to Other Accounts 1.7.55 Choose all the Accounts 1.7.56 Save and Close
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The critical information that the system seeks from this window is the Receiving Account. Without providing an account you will not be allowed to save. This account is used to create automatic journal entries when PO receipts are made.
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1.9 Define Unit Of Measures
The UOM definition involves two steps as follows Define UOM Classes Define UOM
Oracle Inventory
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1.10 Define Item Attribute Control Levels
One hundred and fifty eight attributes are there for every Item. The way in which we set the attributes decides the functionality of he item. The attributes can be controlled at two levels (1) Master and (2) Organization.
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Attributes That Can Be Controlled Only At The Master Level
1. Base Model 2. BOM Item Type
9. Cost of Goods Sold Account 10. Encumbrance Account 11. Expense Account 12. Sales Account 13. Planner 14. Planning Exception Set 15. Source Organization 16. Source Subinventory 17. WIP Supply Locator 18. WIP Supply Subinventory 1.10.1 N Setup Items Attributes This window is divided into two blocks. In the upper block, 150 attributes are listed and in the lower block, the 8 Status Attributes or Key Attributes are listed.Inthe upper block, against each attribute you can choose a value for the Controlled At field. (Master or Organization) In the lower block also you can choose a value of Master or Organization for the Controlled At field. Apart from the control level setting, in the case of Status Attributes, you have to choose a value for the field Status Setting
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Status Setting of the Key Attributes
In the Status Setting field of the key attributes, you can choose either Defaults Value or Sets Value. If Defaults Value is selected, the users will be able to make changes whenever they want. On the contrary, if Sets Value is selected, a user will not be able to update the values even at the Master Level. The window of Attribute Control will be accessible only by a very high authority of the organization in a real situation.
Once when this template is applied to an item and hen saved, even from the master organization no body will be able to update the attribute Build in WIP. If any situation arises in which you want to update the Build in WIP attribute of the above-mentioned item, you have to change the Status Setting of Build in WIP to Defaults Value from the Attribute Control window. The Attribute Control window will be normally available for a higher authority of an organization. Thampy Mathew Page 23
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1.12 Define User Item Types
User Item Types are nothing but a label for the item. In a given time when a user wants to find out the general functionality of an item, it is difficult to go through all the regions of the item definition window. To save a user from the difficulty mentioned above, we use a label or name or Item Type to roughly understand the way in which the attributes are set in general. By seeing the name, say, Purchased Item we get an idea about the possible attribute setting of that item. Similarly, by seeing the name, say, Finished Good we get an idea about the possible attribute setting of that item. This name or better to say this User Item Type is assigned in the first window of Item definition. 1.12.1 N Setup Items Item Types 1.12.2 Click on the Lines 1.12.3 If no blank row is available, create one by pressing the keys Ctrl and Down Arrow together. 1.12.4 Enter a Code for the Item Type 1.12.5 Enter a Meaning for the Code The word(s) you enter as Meaning will be the word(s) that is going to be displayed in the LOV of the field named User Item Type in the Item definition window. 1.12.6 Optionally enter a description 1.12.7 Optionally enter an Effective From date. 1.12.8 Check the check box Enabled 1.12.9 Save
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1.14.1 Items Master Items 1.14.2 Enter a name (code) for the item 1.14.3 Enter a description for the item (mandatory field) Setting the Attributes by Copying from a User Item Type Template 1.14.4 Special Copy From 1.14.5 Choose the required Template name (Leave the item field blank) 1.14.6 Click on the push button Done 1.14.7 Save Assigning the Items to Different Organizations (This must be done in continuation to the step 11.14.7) 11.14.8 Special Organization Assignment (This option in the Special menu will be available only if the item definition is saved) 11.14.9 The names and codes of all organizations that are coming under the current item master organization will be there in this window with a check box to the right of each organization name. Check the above said check box against all those organization names to which you want to assign the current item. 11.14.10 Save Note: In your organization definition, if any organization other than V1Vision Operations, then you will not find your organization in the above window.
After ensuring the above attribute setting, you can proceed with the steps from 11.14.7
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1.16 Define UOM Conversions
You can define two types of UOM Conversions.
The Item Specific Conversions can conversions can again be made in two ways. o Inter Class Conversions o Intra Class Conversions
Standard Conversions
Standard Conversions are defined between standard UOMs like Kilogram, Gram, Meter, Centimeter, Each, Dozen etc. As the defined conversion factors are universally accepted figures, it can be made applicable to any item. Standard Conversions can be defined even before defining the item Assumptions: Unit of Measure Class : Weight UOMs defined for the above class : Gm, Kg, Quintal and Ton Base UOM : Kg StandardConversion factor for: Gm = 0.001 Quintal = 100 Ton = 1000 1.16.1 N Setup Unit of Measures Conversions 1.16.2 Choose the region Standard 1.16.3 Choose a UOM other than the Base Unit of Measure in the field Unit. (Gm, Quintal or Ton) 1.16.4 Tab to the field Conversion. 1.16.5 Enter the Conversion factor (for Gm, enter the value 0.001, for Quintal, enter the value 100 and for Ton, enter the value 1000) 1.16.6 Save Read the display field at the bottom of the screen
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Item Specific Conversions
Item Specific Conversions can be defined only after defining items. There will be many situations when you want to use a different UOM for an item when transacting it. If a different UOM is used, naturally there must be a relationship established between the involved UOMs. We have already seen that when standard conversions are defined between different UOMs of the same class, it is not item specific. It need not be item specific because the conversions are done between UOMs of the same class and moreover, the used conversion factors are world wide accepted standards. Now, let us look into a practical situation where you use a UOM of Box for a particular item. Here the question is 1 Box = How Many. Even though both the UOMs involved in this conversion belong to the same class, the answer to this question can be given only if the item is specified. We can say that if the item A01 is packed into the box, 1 Box = 50 Each. If item A02 is packed into the box, 1 Box = 25 Each. That is, if conversions are defined for non-standard UOMs, they must be Item Specific. Now, let us analyze a situation when you want to define a conversion between UOMs of two different classes. Assume that we want to define conversion between KG and Cubic Meter. In this case also, we will be able to derive a conversion factor only if the item is known. So, a conversion between UOMs of different classes, is also will be Item Specific. A conversion defined for an item between two UOMs of the same class is known as Intra Class Conversion. A conversion defined for an item between two UOMs of different classes is known as Inter Class Conversion.
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Inter Class Conversions
The conversions of this type are always defined with the primary UOM of the item. 1.16.7 N Setup Unit Of Measures Conversions 1.16.8 Change region to Inter-class 1.16.9 Choose an item As soon as you choose the item, in the Source block the Base Unit of the class to which the items primary UOM belongs will default. 1.16.10 Choose a base UOM of a different class other than the Class to which the primary UOM of the selected item belongs, in the field named Base Unit of the Destination block 1.16.11 Choose a conversion factor in the field named Conversion 1.16.12 Save 1.16.13 Move cursor to the next line and repeat steps 1.16.9 to 1.16.12
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1.18.8 Indicate whether the relationship is one way or reciprocal by checking or unchecking the check box Reciprocal
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1.19.12 1.19.13 1.19.14 1.19.15 1.19.16 1.19.17 F11, enter a partial item name, Ctrl + F11 Special Catalog Choose the Catalog Group Name Check the check box Catalog Complete Click on the Lines All the descriptive elements that you have entered for the Catalog Group defaults. 1.19.18 Enter values of the item queried in step 1.20.10 for each Descriptive Element. If a particular descriptive element is not applicable for a particular item, then you can leave that field blank. 1.19.19 Query the next item and repeat steps 1.20.11 to 1.20.16 till all the required items are assigned to the Catalog Group
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1.20.8 Choose a Locator Control option (None, Prespecified, Dynamic Entry or Item Level) 1.20.9 Optionally enter a Picking Order 1.20.10 Optionally enter the following Lead Times. Preprocessing, Processing Post Processing 1.20.11 Optionally enter the following item Sourcing details Type : (Supplier or Inventory) Organization : (If Type is selected as Inventory, then optionally choose an organization Subinventory : (If Type is selected as Inventory, then optionally choose a Subinventory) 1.20.12 1.20.13 1.20.14 Change region to Accounts Choose all the accounts Save
Assign Items
(Continuation) 1.20.15 1.20.16 1.20.17 1.20.18 1.20.19 Click on the push button Item/Subinventory Choose the Item Move cursor to the next line and choose the next item Repeat the above step till you finish assigning all the items Save
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Assign Items
(Continuation) 1.21.9 Click on the push button Item/Subinventory 1.21.10 Choose the Item 1.21.11 Move cursor to the next line and choose the next item 1.21.12 Repeat the above step till you finish assigning all the items 1.21.13 Save
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1.24.7 Choose a Container Type from the LOV 1.24.8 Optionally choose the remaining Physical Attributes 1.24.9 Save
Note: Refer page 190 of the Course Material to find the list of Source Types and actions that you can choose in steps 1.27.3 and 1.27.4
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1.29 Define Shipping Methods
1.29.1 N Setup Organization Shipping Methods 1.29.2 Enter a Code for the new shipping method 1.29.3 Enter a meaning for the above Code. This meaning that you enter here will be the value that you are going to get in the LOV wherever a Shipping Method is to be selected. 1.29.4 Optionally enter a description 1.29.5 Enter an effective From date 1.29.6 Check the check box Enabled 1.29.7 Save
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Application Oracle Purchasing Oracle Purchasing Name PO Super User Local User
2.0
3.0
Miscellaneous Transactions
3.1 Miscellaneous Receipt
3.1.1 3.1.2 3.1.3 3.1.4 3.1.5 N Transactions Miscellaneous Transactions Choose the Type as Miscellaneous Receipt Click on the push button Transaction Lines Choose an Item Choose the Subinventory Page 35
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3.1.6 3.1.7 3.1.8 3.1.9 Enter the Qty Choose the Account Optionally choose a Reason Save
3.2
Miscellaneous Issue
3.2.1 3.2.2 3.2.3 3.2.4 3.2.5 3.2.6 3.2.7 3.2.8 3.2.9 N Transactions Miscellaneous Transactions Choose the Type as Miscellaneous Issue Click on the push button Transaction Lines Choose an Item Choose the Subinventory Enter the Qty Choose the Account Optionally choose a Reason Save
3.3
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3.3.5 3.3.6 3.3.7 3.3.8 3.3.9 3.3.10 Choose the Subinventory (From Subinventory) Choose the To Subinv Enter the Qty to be transferred Optionally choose a Reason Save Check On-hand quantities. You must see that the Qty enteredinstep 3.3.7 is incremented in the Subinventory that is selected in step 3.3.6 and decremented in the subinventory that is selected in step 3.3.5.
3.4
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and later in a third transaction, the accepted items should be delivered to the required Subinventory.
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Direct Inter-organization Transfer
3.4.1 3.4.2 3.4.3 N Transactions Inter-org Transfers Choose the To Org Ctrl + L. The Type will default as per the definition in the Shipping Network 3.4.4 Enter a value in the field named Number in the Shipment block (This is a mandatory field) 3.4.5 Optionally enter the Freight Carrier, waybill/Airbill, Containers and Expected Receipt Date 3.4.6 Click on the push button Transaction Lines 3.4.7 Choose the item 3.4.8 Choose the (source) Subinventory 3.4.9 Choose the (destination) To Subinventory 3.4.10 Enter Qty 3.4.11 Optionally enter a Reason
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3.4.20 Save 3.4.15 Change organization to the Destination Organization
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Intransit/Standard Inter-organization Transfer
3.4.1 3.4.2 3.4.3 N Transactions Inter-org Transfers Choose the To Org Ctrl + L. The Type will default as per the definition in the Shipping Network 3.4.4 Enter a value in the field named Number in the Shipment block (This is a mandatory field) 3.4.5 Optionally enter the Freight Carrier, waybill/Airbill, Containers and Expected Receipt Date 3.4.6 Click on the push button Transaction Lines 3.4.7 Choose the item 3.4.8 Choose the (source) Subinventory 3.4.9 Choose the (destination) To Subinventory 3.4.10 Enter Qty 3.4.11 Optionally enter a Reason
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3.4.21 Save 3.4.22 Change organization to the Destination Organization
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3.4.43 Choose a subinventory name to which you want to deliver the received item as value for the field named Subinventory 3.4.44 Save
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Intransit/Inspection Required Inter-organization Transfer
3.4.1 3.4.2 3.4.3 N Transactions Inter-org Transfers Choose the To Org Ctrl + L. The Type will default as per the definition in the Shipping Network 3.4.4 Enter a value in the field named Number in the Shipment block (This is a mandatory field) 3.4.5 Optionally enter the Freight Carrier, waybill/Airbill, Containers and Expected Receipt Date 3.4.6 Click on the push button Transaction Lines 3.4.7 Choose the item 3.4.8 Choose the (source) Subinventory 3.4.9 Choose the (destination) To Subinventory 3.4.10 Enter Qty 3.4.11 Optionally enter a Reason
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3.4.22 Save 3.4.23 Change organization to the Destination Organization
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3.4.46 Move cursor to the next line if the accepted qty is less than the received qty 3.4.47 Enter an Action 3.4.48 Choose a status Reject 3.4.49 Enter the qty rejected The total of the accepted qty and the rejected qty should match with the qty received 3.4.50 Save
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3.5 Tracking Materials in Intransit Inventory Intransit Inventory
Intransit Inventory is not a defined subinventory. The material is in Intransit Inventory means that the material is on the road or better to say that the material is on the move. Till the transferred quantities are received in the Destination organization, you will be able to see the Intransit Inventory only from the Source Organization 3.5.1 3.5.2 3.5.3 3.5.4 3.5.5 Change Organization to the Organization from where the transfer is made. N Transactions Transaction Summaries Enter an Item Click on the push button Summarize Change region to Intransit Here you will be able to see the quantities of material lying in the Intransit Inventory.
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The purpose of each type of control and in Oracle Inventory how you can implement one or two or three or all the four controls on an item shall be discussed below.
4.1
Revision Control
Revision Control is normally adopted for identifying a modified item. Let us take the example of an item, Oracle Applications. Even though the name Oracle Applications remains the same for all the versions, they are not one and the same. Depending on the version number, the item named Oracle Applications varies though the difference is marginal in many cases. Thus, when you want to identify the changes made in an item, you can place that item under Revision Control. 4.1.1 4.1.2 4.1.3 4.1.4 4.1.5 4.1.6 N Items Organization Items Enter the item that you want to place under Revision Control Click on the push button Find Change region to Inventory Check the check box Revision Control Save Hereafter you will not be able to do any transaction with the above item without specifying a valid Revision. Caution: You cannot change revision control when an item has on-hand quantity. If Revision Control is controlled at Master level, the check for on-hand qty is against the sum of on-hand quantities in all child organizations.
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Testing
4.1.7 4.1.8 4.1.9 4.1.10 4.1.11 4.1.12 4.1.13 4.1.14 4.1.15 4.1.16 Transactions Miscellaneous Transactions Choose the Type as Miscellaneous Receipt Click on the push button Transaction Lines Choose the item selected in step 4.1.2 Do not choose a value in the field named Rev Choose the Subinventory Enter Qty Choose the Account Optionally choose a Reason Save You will see that the system does not permit you to save it, as you have not provided a valid revision in step 4.1.11. Now, chose a revision in the field Rev and save. You will see that the transaction is effected. When you want a new revision for a particular item that should be defined as given in step 1.17
4.2
Locator Control
Locator Control is adopted to find out where exactly the item is lying in a store. Normally Locator Control is adopted for items smaller in size. The locators are defined as Row, Rack Bin. You can customize your Item Locator key flexfield to suit your exact requirement.
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Defining Locators for a Subinventory
4.2.9 4.2.10 4.2.11 4.2.12 4.2.13 N Setup Organization Subinventories F11, Enter the Subinventory name, Ctrl + F11 Click o the push button Open Click o the push button Locators By keeping the cursor in the first item, define the locators for it in the lower block named Locators for this Item Subinventory 4.2.14 Move cursor to the next item in the upper block and repeat the above step. 4.2.15 Save Now, you cannot do transactions with the above item without choosing a valid locator.
Testing
4.2.16 4.2.17 4.2.18 4.2.19 4.2.20 4.2.21 4.2.22 4.2.23 4.2.24 4.2.25 4.2.26 Transactions Miscellaneous Transactions Choose the Type as Miscellaneous Receipt Click on the push button Transaction Lines Choose the item selected in step 4.2.4 Choose a value in the field named Rev Do not choose a value for the field named Locator Choose the Subinventory Enter Qty Choose the Account Optionally choose a Reason Save You will see that the system does not permit you to save it, as you have not provided a valid Locator in step 4.2.21. Now, chose a Locator in the field Locator and save. You will see that the transaction is effected.
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4.2.32 Change region to Inventory 4.2.33 Choose a value Dynamic Entry in the field named Locator Control 4.2.34 Save 4.2.35 Do the Testing as mentioned in step 4.2.16 to 4.2.26
4.3
Lot Control
Lot Control is adopted to identify a group of items. If you are a Textile Manufacturer, the cotton that you receive may be placed under lot control. Each truckload of cotton may be treated as one lot. 4.3.1 Ensure the following values for Lot Control fields (Revision, Lot, Serial region) in your organization definition. Uniqueness : Across Items Generation : At Item Level Prefix : Enter an alphanumeric character as prefix Total Length : Enter a value of 4 if you want to generate three-digit lot number. (The extra 1 is for the prefix) 4.3.2 4.3.3 4.3.4 4.3.5 4.3.6 4.3.7 4.3.8 4.3.9 N Items Organization Items Enter the item that you want to place under Lot Control Click on the push button Find Change region to Inventory Choose a value of Full Control for the field named Lot Control Enter a Starting Lot Prefix (an alphanumeric character) Enter a Starting Lot Number Save
Testing
4.3.10 4.3.11 4.3.12 4.3.13 4.3.14 4.3.15 4.3.16 4.3.17 4.3.18 4.3.19 Thampy Mathew Transactions Miscellaneous Transactions Choose the Type as Miscellaneous Receipt Click on the push button Transaction Lines Choose the item selected in step 4.3.3 Choose a value in the field named Rev Choose a value for the field named Locator Choose the Subinventory Enter Qty Choose the Account Optionally choose a Reason Page 51
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4.3.20 Save You will see that the system does not allow you to save the transaction as you have not selected a valid lot number for the qty received. 4.3.21 Click on the push button Lot/Serial 4.3.22 Click on the push button Generate You will fin a new lot number appears in the field named Lot 4.3.23 Enter a partial qty of the total received qty, in the field named Quantity. 4.3.24 Move cursor to the next field 4.3.25 Click on the push button Generate 4.3.26 Enter the remaining qty in the Quantity field 4.3.27 When finished click on the push button Done Note: It is definitely not necessary to do steps 4.3.24 to 4.3.26, if you wish to give the same lot number for all the received qty. In that case, you have to enter all the received qty in step 4.3.23.
4.4
Serial Control
Serial Number Control is adopted when you want to track individual pieces of an item. This is generally used for costly items. 4.4.1 Ensure the following values for Serial Control fields (Revision, Lot, Serial region) in your organization definition. Uniqueness : Within Inventory Items Generation : At Item Level Prefix : Enter an alphanumeric character as prefix Starting Serial Number : Enter a number 4.4.2 4.4.3 4.4.4 4.4.5 4.4.6 4.4.7 4.4.8 4.4.9 N Items Organization Items Enter the item that you want to place under Serial Control Click on the push button Find Change region to Inventory Choose a value of Predefined for the field named Serial Generation Enter a Starting Serial Prefix (an alphanumeric character) Enter a Starting Serial Number Save
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Generating Serial Numbers
4.4.10 N On-hand Availability Generate Serial Numbers 4.4.11 Chose the following parameters for the report Item Quantity 4.4.12 4.4.13 4.4.14 4.4.15 : Chose the item selected in 4.4.3 : Enter the total number of serial numbers you want to generate this time.
Click on OK Click on the push button Submit Help View My Request Click on the push button Find See that the server processed your request
Testing
4.4.16 4.4.17 4.4.18 4.4.19 4.4.20 4.4.21 4.4.22 4.4.23 4.4.24 4.4.25 4.4.26 Transactions Miscellaneous Transactions Choose the Type as Miscellaneous Receipt Click on the push button Transaction Lines Choose the item selected in step 4.4.3 Choose a value in the field named Rev (assumes that the same item is under Revision control also) Choose a value for the field named Locator (assumes that the same item is under Locator control also) Choose the Subinventory Enter Qty Choose the Account Optionally choose a Reason Save You will see that the system does not allow you to save the transaction as you have not selected a valid lot number and a valid serial number for the qty received. 4.4.27 Click on the push button Lot/Serial 4.4.28 4.4.29 4.4.30 4.4.31 4.4.32 4.4.33 If the item is under lot control also, then Click on the push button Generate Enter a Qty Click on the push button Serial Choose the radio button Range The Qty field will display the total qty you are receiving Choose the last number that is to be assigned to the last item of the received qty. Page 53
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Suppose you are receiving 100 items, you must ensure that 100 or more serial numbers are generated before trying to receive the item. 4.4.34 Save
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Create Purchase Requisition Automatically
Ensure that the on-hand qty of the item is well below the MinMax minimum qty. 5.1.1.12 Help View My Request 5.1.1.13 Click on the push button Find 5.1.1.14 Click on the push button Submit a New Request 5.1.1.15 Choose the report Min-Max Planning Report 5.1.1.16 Select the following parameters for the report Planning Level : Organization Item Selection : Items under minimum quantity Items From : Choose your item To : Choose the same item Restock : Yes Include PO Supply : No Include WIP Supply : No Include Interface Supply : No 5.1.1.17 Click on OK 5.1.1.18 Click on the push button Submit 5.1.1.19 Click on No 5.1.1.20 Click on the push button Refresh till then your request is processed by the server. 5.1.1.21 Click on the push button View Output 5.1.1.22 Click on the push button Next You must see that all the relevant data have come there. Note: When you run the Min-Max Planning Report, the data required to generate a purchase requisition are transferred to the Interface Tables. These data will be converted into a purchase requisition only when you do Requisition Import from Oracle Purchasing.
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5.1.1.23 Switch Responsibility to Purchasing 5.1.1.24 Help View My Request 5.1.1.25 Click o the push button Submit a New Request 5.1.1.26 Choose the report Requisition Import 5.1.1.27 Select the following parameters for the report Import Source : INV Group By : Item 5.1.1.28 Click on OK 5.1.1.29 Click on the push button Submit 5.1.1.30 Click on No 5.1.1.31 Click on the push button Refresh till then the server process your request. 5.1.1.32 Click on the push button View Output You must see the message requisition created.
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Create Purchase Requisition Automatically
Ensure that the on-hand qty of the item in the above Subinventory is well below the Min-Max minimum qty. 5.1.2.12 Help View My Request 5.1.2.13 Click on the push button Find 5.1.2.14 Click on the push button Submit a New Request 5.1.2.15 Choose the report Min-Max Planning Report 5.1.2.16 Select the following parameters for the report Planning Level : Subinventory Subinventory : Choose the Subinventory Item Selection : Items under minimum quantity Items From : Choose your item To : Choose the same item Restock : Yes Include PO Supply : No Include WIP Supply : No Include Interface Supply : No 5.1.2.17 Click on OK 5.1.2.18 Click on the push button Submit 5.1.2.19 Click on No 5.1.2.20 Click on the push button Refresh till then your request is processed by the server. 5.1.2.21 Click on the push button View Output 5.1.2.22 Click on the push button Next You must see that all the relevant data have come there. Note: When you run the Min-Max Planning Report, the data required to generate a purchase requisition are transferred to the Interface Tables. These data will be converted into a purchase requisition only when you do Requisition Import from Oracle Purchasing.
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Your Employee name is attached to your User name You have bee defined as a Buyer 5.1.2.23 Switch Responsibility to Purchasing 5.1.2.24 Help View My Request 5.1.2.25 Click o the push button Submit a New Request 5.1.2.26 Choose the report Requisition Import 5.1.2.27 Select the following parameters for the report Import Source : INV Group By : Item 5.1.2.28 Click on OK 5.1.2.29 Click on the push button Submit 5.1.2.30 Click on No 5.1.2.31 Click on the push button Refresh till then the server process your request. 5.1.2.32 Click on the push button View Output You must see the message requisition created.
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5.1.3.11 Optionally enter the Fixed Lot Multiplier 5.1.3.11 Save 5.1.3.12 N Items Master items 5.1.3.13 F11, Enter the Item Name, Ctrl + F11 5.1.3.14 Change region to Purchasing 5.1.3.15 Uncheck the check box named Purchasable 5.1.3.16 Save
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5.2 Reorder Point Planning
A complete Reorder Point planning involves the following steps.
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5.2.2.19 Choose the Bucket Type (Days) 5.2.2.20 Choose the starting date of your demand in the field named (From) Date 5.2.2.21 Choose the last date of your demand in the field named End Date 5.2.2.22 Enter your demand in the field named (Current) Quantity The Quantity you enter here is the requirement per bucket. Say, for example, if your Bucket Type is selected Days and you entered a qty of 70 means that your demand for the item is 70 per day. If the selected Bucket Type is Weeks and if you entered a Qty of 70, means that your demand for the item is 70 per week or 10 per day. 5.2.2.23 Optionally enter a Confidence Percent The Confidence Percent represent the accuracy of Forecast. If you entered a Qty of 100 and a confidence Percent of 90, the actual demand will be considered as 100 (100 x 90/100) = 90. 5.2.2.24 Close the window 5.2.2.25 Click on the second line and repeat steps 5.2.2.18 to 5.2.2.23 5.2.2.26 Close the Details window 5.2.2.27 Close the Forecast Items window. 5.2.2.28 Click on the second Forecast name 5.2.2.29 Repeat steps 5.2.2.14 to 5.2.2.25 5.2.2.30 Save Note: One Forecast Set can contain multiple Forecasts, A Forecast can be used to define the demand for specific period of a year or to define the demand for a particular region of sales.
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5.2.3.4 Enter an Effective date 5.2.3.5 Enter the Qty that you want as Safety Stock 5.2.3.6 Save
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5.2.4
5.2.4.5 Click on OK 5.2.4.6 Click on the push button Submit 5.2.4.7 Click on No 5.2.4.8 Click on the push button Find 5.2.4.9 Click on the push button Refresh till then your request is processed by the Server. 5.2.4.10 Click on the push button View Output 5.2.4.11 Click on the push button Next You must see that all the relevant data are available here.
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5.2.5.3 Click on the push button Submit a New Request 5.2.5.4 Choose the report named Requisition Import 5.2.5.5 Choose the following parameters for the report Import Source Group By : INV : Item
5.2.5.6 Click on OK 5.2.5.7 Click on the push button Submit 5.2.5.8 Click on No 5.2.5.9 Click on the push button Find 5.2.5.10 Click on the push button Refresh till then your request is processed by the Server 5.2.5.11 Click on the push button View Output
from
the
In the window that appears, you can find out the requisition number.
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5.3 Replenishment
The Replenishment is normally used to replenish Expense Subinventories. You can use this feature to replenish Asset Subinventories also. The Expense item, while assigning them to an expense subinventory can be placed under Min-Max Panning as usual. In the example give below, it is assumed that the item is not under Min-Max Planning. 5.3.1 5.3.2 5.3.3 5.3.4 5.3.5 5.3.6 5.3.7 5.3.8 5.3.9 5.3.10 5.3.11 N Counting Replenishment Counts Counts Click on the push button New Enter a name for the Replenishment Count Choose the Subinventory Click on the push button Lines Choose the item Choose the Count Type as Order Quantity Enter a Qty Save Close the Lines window Click on the push button Process and Report
5.3.12 Help View My Request 5.3.13 Click on the push button Find 5.3.14 Click on the push button Refresh till then your request is processed by the Server
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5.3.21 Click on the push button Submit 5.3.22 Click on No 5.3.23 Click on the push button Find 5.3.24 Click on the push button Refresh till then your request is processed by the Server 5.3.25 Click on the push button View Output You must get the message requisition created
Find out the Requisition Number from the Requisition Summary window.
5.3.26 N Requisition Requisition Summary 5.3.27 Enter the item 5.3.28 Click on the push button Find In the window that appears, you can find out the requisition number. Note: In step 5.3.7, you can choose the options, Order Maximum or On-hand quantity provided that the item is placed under Min-Max Planning at Subinventory Level. If Order Maximum is selected as the option, you need not to enter a Qty at all. The system will generate a purchase requisition for the Min-Max maximum qty. On the other hand, if the option selected is On-hand Quantity, then the Qty you enter will be compared with the Min-Max minimum qty and if the entered qty is less than the Min-Max minimum qty, then a purchase requisition will be generated for a qty of Min-Max maximum qty. You can use the Replenishment Count to replenish an asset item assigned to an Asset Subinventory also if required.
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5.4 Kanban
5.4.1 5.4.2 5.4.3 5.4.4 5.4.5 5.4.6 5.4.7 5.4.8 5.4.9 5.4.10 5.4.11 5.4.12 5.4.13 N Kanban Pull Sequences Click on the push button New Choose the item Choose the Subinventory Choose a locator if the item is under Locator Control Choose the Status Active Choose a Card Status New Choose the Source Type as Supplier Choose a Supplier Name Tab to the field named Kanban Size and enter the Kanban size Enter he Number of Cards Enter the Min Order Qty Save
5.4.14 lick on the push button Cards 5.4.15 Enter a Card Number 5.4.16 Click on the push button Replenish See that the Card Status is changed to Empty
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5.3.24 Click on the push button Refresh till then your request is processed by the Server 5.3.26 Click on the push button View Output You must get the message requisition created
Find out the Requisition Number from the Requisition Summary window.
5.3.26 N Requisition Requisition Summary 5.3.27 Enter the item 5.3.28 Click on the push button Find In the window that appears, you can find out the requisition number.
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6.1
ABC Analysis
A complete ABC Analysis includes the following
Define a ABC Compile Define ABC Classes Define ABC Assignment Group and Assign Classes to it Assign Items to Various Classes
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6.1.5 6.1.6 6.1.7 6.1.8 6.1.9 Choose a Criterion in the Compile Specification block. (Current on-hand value) Click on the push button Compile
Help View My Request Click on the push button Find Click on the push button Refresh till then the server process your request. 6.1.10 Click on the push button View Output In this window, you can see the result of the ABC Compile Content Scope: The Content Scope specifies list of items to be considered in the ABC Compile. If a value of organization is selected here, all the items assigned to the current organization will be included in the ABC Compile. If a value of Subinventory is selected, then you have to specify a Subinventory. In this case, the items assigned to the selected Subinventory only will be included in the ABC Compile. Valuation Scope The Valuation Scope specifies, in which all areas the system should search for the items selected as per the Content Scope. For example, if Subinventory is selected as the Content Scope and Organization is selected as the Valuation Scope, then the system will search all subinventories of the current organization for finding the items assigned to the Subinventory selected in the Content Scope. Compile Criteria that You can Use 1. Current on-hand quantity 2. Current on-hand value 3. Historical usage value 4. Historical usage quantity 5. Historical number of transactions 6. Forecasted usage value 7. Forecasted usage quantity 8. Previous cycle count adjustment quantity 9. Previous cycle count adjustment value 10. MRP demand usage quantity 11. MRP demand usage value
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Define ABC Classes
6.1.11 6.1.12 6.1.13 6.1.14 6.1.15 6.1.16 6.1.17 6.1.18 N ABC Codes ABC Classes Enter a Class name Optionally enter description for the above class Move cursor to the next line Enter the name of the second Class Optionally enter a description for the second Class Repeat steps 6.1.14 to 61.1.16 till all the Class names are entered Save
Note: You can enter any number of classes. Need not to limit to only three classes named A, B and C.
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6.1.33 Repeat steps 6.1.31 and 6.1.32 till all the items are assigned. 6.1.34 Save
6.2
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Generate automatic schedule requests Generate cycle count requests Cycle count listing 6.2.29 Click in the field Parameters of the first report and enter the following parameters. All Cycle Counts : No Cycle Count Name : Choose your cycle count name Include Control Items : No 6.2.30 Click on OK 6.2.31 Click in the field Parameters of the second report and enter the following parameters. All Cycle Counts : No Cycle Count Name : Choose your cycle count name Include Control Items : No 6.2.32 Click on OK 6.2.33 Click in the field Parameters of the third report and enter the following parameters. All Cycle Counts : No Cycle Count Name : Choose your cycle count name Include Control Items : No 6.2.34 6.2.35 6.2.36 6.2.37 6.2.38 Click on OK Click on the push button Submit Help View My Request Click on the push button Find Click on the push button Refresh till then the server process your request. 6.2.39 Click on the report name Cycle Count Listing 6.2.40 Click on the push button View Output You must see the items scheduled for cycle counting
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6.2.44 Enter the counted quantities for all the listed items in the field named Quantity 6.2.45 Save
6.3
Physical Inventory
A complete Physical Inventory involves the following actions
Define Physical Inventory Take a Snapshot of System On-hand Quantities Generate Physical Inventory Tags Print the Generated Tags Attach the Tags to its respective item Count the actual quantities and enter them in the respective tag. Collect all the Tags Enter the quantities recorded in the Tag in the System Approve the Physical Inventory Launch Adjustments
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Take a Snapshot of System On-hand Quantities
6.3.8 Click on the push button Snapshot
Count the actual quantities and enter them in the respective tag.
This has to be done manually
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Enter the quantities recorded in the Tag in the System
6.3.26 6.3.27 6.3.28 6.3.29 6.3.30 6.3.31 N Counting Physical Inventory Tag Counts Enter the Physical Inventory name Click on the push button Find All the items will be listed now in the lines Enter the counted quantities in the field named Qty for each item. Check the check box named Void for all those items, which are not deliberately counted. If voiding is not done for any missing entry, the system will assume a qty of zero when posting adjustments 6.3.32 Save
Launch Adjustments
6.3.37 6.3.38 6.3.39 6.3.40 6.3.41 6.3.42 N Counting Physical Inventory Physical Inventories F11, Enter the Physical Inventory name, Ctrl + F11 Special Launch Adjustments Enter an Adjustment Account Enter an Adjustment Date Click on the push button Launch Adjustments
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7.1
Cost Elements
The following are the Cost Elements
Material (Material Cost) Material Overhead (Procurement cost of materials) Resource (Resource Cost) Overhead (Any overhead cost other than the Material overhead) Outside processing (the cost incurred due to outside processing)
These elements are standard you cannot add or remove the above stated Cost Elements. But, for each Cost Element, you can define as many Subelements as you like. When you define a Sub-element, you have to specify, for which Cost Element you are defining the Sub-element.
7.2
Cost Sub-elements
Sub-elements are containers to hold a piece of cost of cost of a particular Cost Element. For example, you can have two Sub-elements named Order Cost and Unloading Cost for the Element Material of a particular item.
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Material Sub-element
7.2.1 7.2.2 7.2.3 7.2.4 7.2.5 N Setup Costs Sub-elements Material (for defining Material Sub-elements) Enter a Sub-element name in the field named Material Optionally enter a description for the Sub-element Choose the Default Basis as Item Save
Overhead Sub-element
7.2.6 N Setup Costs Sub-elements Overhead (for defining Overhead Sub-elements) 7.2.7 Enter an Overhead Sub-element name in the field named Overhead 7.2.8 Choose the Cost Element as Overhead 7.2.9 Optionally enter a description 7.2.10 Choose an Absorption Account 7.2.11 Save
7.3
Cost Types
Cost Types are logical containers for holding the cost of an item. A Cost Type is made up of certain or all Cost Elements and their corresponding Sub-elements. It should be note that the values of cost are held by Subelements and not by Cost Elements. Even if there is only one piece of cost for a particular Cost Element, say, Material, you have to define a Material Sub-element for holding that piece of cost. Oracle Inventory provides two predefined Cost Types. (1) Frozen and (2) Current. Frozen is used as the Default Cost Type under Standard Costing and Current is used as the Default Cost Type under Average Costing. Under standard costing, we have seen that the item cost is defined manually by a user. This will necessitate to updating the cost of an item periodically. The updation cannot be done directly by changing the values once after transacting the item. What you have to do for updating the cost of an item is to create a separate set of costs under a different Cost Type and then update the original cost from the new Cost Type created. Now the item is having two Cost Types associate with it. One is the running cost held by the Default Cost Type (Frozen) and the other is the cost held by another Cost Type created for updating the Default Cost. In this way you can create any number of costs for an item using different Cost Types. Afterwards, if you want, you can compare the costs of different Cost Types.
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Suppose you have created Cost Types named Cost 2000, Cost 2001 for holding the item costs of the year 2000 and 2001. You used this Cost Types to update the Default Cost Type (Frozen) in the years 2000 and 2001. Now, you got three Cost Types with values in it. You can now make comparison among the costs of 2000 and 2001. 7.3.1 7.3.2 7.3.3 7.3.4 7.3.5 7.3.6 N Setup Costs Cost Types Click on the push button New Enter a name for the Cost Type Optionally enter a description Choose the Default Cost Type as Frozen Check the check box named Multi-Org if you want this Cost Type name to be available in organizations other than your current organization. If this check box is checked, only the Cost Type name will be available to other organizations and not the cost defined in it. 7.3.7 Check the check box named Allow Update 7.3.8 Check the check box named Available To Engineering 7.3.9 Check the check box named Component Yield 7.3.10 Check the check box named Element 7.3.11 Check the check box named Operation 7.3.12 Save
7.4
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Oracle Inventory
Beginners Guide
7.4.13 Choose a Basis Lot 7.4.14 Enter a Rate or Amount The entered value will be divided by the Lot Size entered in step 7.4.4 to derive the Unit Cost due to this sub-element. 7.4.15 Move cursor to the next line 7.4.16 Repeat steps 7.4.11 to 7.4.14 7.4.17 Save
7.5
Testing
7.5.8 N Costs Item Costs 7.5.9 F11, Enter the item name, Ctrl + F11 7.5.10 Keep the cursor in the Cost Type Frozen and click on the push button Open 7.5.11 Click on the push button Views You must see that the item cost is changed.
7.6
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Oracle Inventory
Beginners Guide
You can now see the various costs under different Cost Types
8.0
9.0
Checking ATP
You can check ATP for an item from inventory with different ATP Rules. By using different ATP Rules you can find out the supply level by including/excluding Supply and Demand Sources of your choice. 9.1 9.2 9.3 9.4 9.5 9.6 9.7 9.8 9.9 9.10 9.11 N On-hand Availability Available To Promise Choose an ATP Rule in the field named Default ATP Rule Choose the organization in the field named Calendar Organization Choose a date in the field Default Required Date Click on the push button Items Choose the Organization Chose the item Enter the Required Quantity Enter the Required Date Click on the push button View Results Click on the push button Period ATP for viewing ATP by periods (The periods are automatically created by the system. One period is the duration of time between one supply date and one day before the next supply date.)
Creating a Document
10.1 10.2 10.3 N Setup Attachments Enter a Description for your document (mandatory field) Choose a Data Type Short Text for text below 2000 characters Long Text for text above 2000 characters Image for pictures
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Oracle Inventory
Beginners Guide
10.4 10.5 10.6 Check the check box named Share Enter the document content in the blank area below Save
N Items Organization Items Enter the item name Click on the push button Find Edit Attachments Click on the push button Document Catalog Enter the Description of your document Click on the push button Find
The Document details appears in the lower block 10.14 Click on the push button Attach 1 The Document is attached to the item. You can attach the same document to different items at the same time.
Deleting an Attachment
10.15 10.16 10.17 10.18 N Items Organization Items Enter the item name Click on the push button Find Edit Attachments If any document is attached to this item, it appears now. 10.19 Edit Delete Note: When you delete an attachment, the original document is not getting deleted. Instead the association of the document with the record is removed.
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Oracle Inventory
Beginners Guide
transaction date is the accounting date with a line for line transfer. When summary entries are passed with two periods open, and a transfer date is entered in the second period, the transfer process assigns an end date to period one for all the summarized transactions in period one, and assigns the entered transfer date for the summarized transactions in period two. Using Journal Import and Post Journal Process in GL, this information can be posted to GL. 11.1 N Accounting Close Cycle Transfer Transactions to GL
Note: You cannot close a period if any prior period(s) is open. That is, if the period Jan 2001 is open, you cannot close the period Feb 2001. First you have to close Jan 2001 and then Feb 2001
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