Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

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Training Guide
Oracle EBS R12 Inventory

Table of Contents
Introduction.......................................................................................................................vi Inventory Setup..................................................................................................................1
Defining Stock Locators.............................................................................................................1 Defining Shortage Parameters....................................................................................................7 Defining Shipping Methods......................................................................................................12 Defining Organization Access..................................................................................................14 Defining Interorganization Shipping Networks........................................................................18 Defining Subinventories...........................................................................................................25

Item Setup and Control...................................................................................................34
Defining Picking Rules.............................................................................................................34 Defining Item Templates..........................................................................................................48 Defining Item Status Codes......................................................................................................57 Defining Item Catalog Groups..................................................................................................61 Defining Customer Items..........................................................................................................65 Defining Customer Item Cross References...............................................................................69 Defining Cross Reference Types..............................................................................................73 Defining Commodity Codes.....................................................................................................76 Defining Category Sets.............................................................................................................78 Defining Categories..................................................................................................................81 Defining and Viewing Pending Statuses...................................................................................85 Copying Item Templates...........................................................................................................90 Assigning Items to Categories..................................................................................................95 Assigning Cross Reference Types..........................................................................................100 Specifying Recommended Categories....................................................................................103

Defining and Maintaining Item Information..............................................................110
Updating Organization Level Items........................................................................................110 Defining Manufacturer Part Numbers.....................................................................................117 Defining Items........................................................................................................................121 Defining Item Transaction Defaults........................................................................................126 Defining Item Revisions.........................................................................................................129 Defining Item Relationships...................................................................................................134 Assigning Subinventories to an Item......................................................................................140 Assigning Items to Organizations...........................................................................................147 Assigning Items to Catalogs...................................................................................................151 Assigning Items to a Subinventory.........................................................................................156 Viewing Item Information......................................................................................................160

Lot Control.....................................................................................................................164
Updating Lot Information.......................................................................................................164 Setting Up Lot Control...........................................................................................................167 Displaying Lot Information....................................................................................................176 Defining Lot Action Codes.....................................................................................................179 Creating a New Lot.................................................................................................................181 Assigning Lot Numbers Within Transactions.........................................................................185 Viewing Lot Genealogy..........................................................................................................190

Serial Control.................................................................................................................196
Setting Up Serial Number Control..........................................................................................196 Maintaining Serial Number Information.................................................................................203 Generating Serial Numbers.....................................................................................................206
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Assigning Serial Numbers......................................................................................................209 Viewing Serial Number Genealogy........................................................................................216

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

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

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

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

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

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

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

ABC Analysis..................................................................................................................401
Purging ABC Information......................................................................................................401
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Defining and Running an ABC Compile................................................................................404 Defining ABC Item Assignments...........................................................................................408 Defining ABC Classes............................................................................................................411 Defining ABC Assignment Groups........................................................................................414 Updating ABC Item Assignments..........................................................................................418

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

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

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Training Guide
Oracle EBS R12 Inventory

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

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Training Guide
Oracle EBS R12 Inventory

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

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

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 60 . . 1 Click the BOM Allowed option. Enter "Pre-Production Item 2 Status". 1 This check box enables you to use this item in a production batch as an ingredient. . 1 . . or by-product. 1 Enter the desired information into the Description field. . 9 product. 1 Enter the desired information into the Translated Status field. 1 Click in the Description field. or to assign the 3 item as a component on a bill. 4 . 6 .Training Guide Oracle EBS R12 Inventory Step Action 9 Click in the Translated Status field. . 7 . 1 If you enable this item attribute. 8 . . Enter "Pre-Production 0 Item Status". 1 You use this item attribute to indicate whether the item is built with a discrete job or 5 repetitive assembly in Oracle Work in Process. 1 Click the Build In WIP option. you can place the item on an internal requisition. 1 This item attribute enables you to define a bill of material for an item. 1 Click the Internal Orders Enabled option.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Enter "FG18947". Enter "Obsolete part 5 number". Specifying Recommended Categories You can recommend categories for an item catalog group. 1 Click in the Value field. 1 You have completed the Assigning Cross Reference Types procedure.Training Guide Oracle EBS R12 Inventory Step Action 1 The value you enter is the entity you would like to cross reference to the item. 3 . 7 End of Procedure. . Procedure Page 103 . This is for information and reporting purposes only. In this 1 case the obsolete part number. 6 . In this example. 4 . 1 Click the Save button. 2 . . . you will assign a default a category an existing category set to an item catalog group. 1 Enter the desired information into the Value field. 1 Enter the desired information into the Description field. 1 Click in the Description field. You can print the list of categories and use the list of recommended categories when you define items.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Oracle Inventory derives the default put away locator when you transact an item into a locator-controlled subinventory if you do not specify the locator when you create the move order. . For move orders. Defining Item Transaction Defaults You use the Item Transaction Defaults window to define a default subinventory for an item for shipping. you will assign a default shipping subinventory for an item. one subinventory. In this example. Oracle Shipping Execution displays the default shipping information when you ship an item and Oracle Inventory displays the default receiving information when you receive and item.Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Defining Items procedure. receiving and move order transactions. Before you can define item transaction defaults you must define at least one item. and one locator within your organization. Procedure Page 126 . 9 End of Procedure.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

4 End of Procedure. .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. Assigning Lot Numbers Within Transactions You can choose lot numbers for the line item quantity to issue or receive You can view the Lot Entry page only if the item is under lot control. you will perform a miscellaneous receipt of an item and assign an existing lot to the transaction. 1 You have completed the Creating a New Lot procedure. Procedure Page 185 . You can choose to assign an existing lot or generate a new lot for the transaction. 3 . In this example.

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

8 . 1 Use the Serial Entry page to assign serial numbers to items upon receipt.Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Locator field. Enter "1. 7 . Step Action 1 Click in the Starting Serial Number field. 9 . 1 Click the Lot .2".Serial button. Page 214 . 6 .2.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Oracle EBS R12 Inventory

Procedure

Step

Action 1 Begin by navigating to the Planning Transfer page. . Click the vertical scrollbar. 2 Click the Inventory link. . 3 Click the Transactions: Planning Transfer link. . 4 Planning Transfers enable you to assume the planning responsibility from the supplier. . This transaction does not move goods, it changes the planning organization from the supplier site to the internal organization that holds the goods. After you perform a planning transfer and run collection, you supplier can no longer see the transferred quantity in the on-hand quantity column.

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Step

Action 5 Click the Transaction Lines button. . or Press [Alt+r]. 6 You use the Planning Transfer page to information about the vendor-managed . inventory to issue or receive.

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Step

Action 7 Click in the Item field. . 8 Enter the desired information into the Item field. Enter "CM66273". . 9 This is the subinventory where the vendor managed inventory resides. . 1 Click in the Subinventory field. 0 . 1 Enter the desired information into the Subinventory field. Enter "ConsignVen". 1 . 1 This is the planning party from which you will take over the planning responsibility. 2 .

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Step Action 1 Click in the Planning Party field. 3 . 1 Enter the desired information into the Planning Party field. Enter "Pittsburgh 4 Electronics- BRIDGEVILLE". . 1 Click in the UOM field. 5 . 1 Enter the desired information into the UOM field. Enter "BG". 6 . 1 Click in the Quantity field. 7 . 1 Enter the desired information into the Quantity field. Enter "2". 8 . 1 Click the Save button. 9 . 2 You have completed the Performing Planning Transfer Transactions procedure. 0 End of Procedure. .

Performing Miscellaneous Transactions
Miscellaneous transactions enable you to issue material to individuals or projects that are not in inventory, receiving or work in process. In this example, you will perform a miscellaneous receipt of an item.

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Procedure

Step

Action 1 Begin by navigating to the Miscellaneous Transaction page. . Click the vertical scrollbar. 2 Click the Inventory link. . 3 Click the Miscellaneous Transaction link. . 4 You use the Miscellaneous Transaction page to enter transactions that you normally . do not process in day-to-day business. These could include a research and development group or an accounting department. You can also make manual adjustments to the general by receiving material from one account to inventory, and then issuing that material from inventory to another account.

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Step

Action 5 Click in the Type field. . 6 Enter the desired information into the Type field. Enter "Miscellaneous receipt". . 7 Click in the Account field. . 8 This is the general ledger account to which you are going to charge the transaction. . 9 Enter the desired information into the Account field. Enter "01-580-7740-0000-000". . 1 Click the Transaction Lines button. 0 . or Press [Alt+r].

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Step Action 1 Use the Miscellaneous receipt page to receive stock in to inventory. 1 .

Step

Action 1 Click in the Item field. 2 . 1 Enter the desired information into the Item field. Enter "AS54888". 3 . 1 Click in the subinventory field. 4 .

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Step Action 1 Enter the desired information into the subinventory field. Enter "Stores". 5 . 1 Click in the Quantity field. 6 . 1 Enter the desired information into the Quantity field. Enter "100". 7 . 1 Click the Save button. 8 . 1 You have completed the Performing Miscellaneous Transactions procedure. 9 End of Procedure. .

Viewing Transaction Summaries
You can view transaction summaries for items transacted within a specified date range. You can use search criteria to further narrow the focus of the information summarized. You can use this information for input, output, and transaction history analysis. In this example, you will view the transaction history for an item.

Procedure

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Step

Action 1 Begin by navigating to the Summarize Transactions page. . Click the vertical scrollbar. 2 Click the Inventory link. . 3 Click the Transaction Summaries link. . 4 Use the Summarize Transactions page to enter transaction search criteria. .

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Step

Action 5 Click in the From Date: Transaction Dates field. . 6 Press [Backspace]. . 7 Enter the desired information into the From Date: Transaction Dates field. Enter "7". . 8 Click in the Item field. . 9 Enter the desired information into the Item field. Enter "AS54888". . 1 Click the Summarize button. 0 . or Press [Alt+i].

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 6 Click the Lot list item. . Page 306 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Step

Action 2 Click in the Number field. 3 . 2 Click the horizontal scrollbar. 4 . 2 Click the Approve button. 5 . or Press [Alt+A]. 2 You have completed the Performing a Mass Move procedure. 6 End of Procedure. .

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Performing a Mass Issue
You can use the Material Workbench page to generate a move order to mass issue the entire quantity of an item out of a subinventory. In this example, you will mass issue an item out of inventory.

Procedure

Step

Action 1 Begin by navigating to the Query Material page. . Click the vertical scrollbar. 2 Click the Inventory link. . 3 Click the vertical scrollbar. .

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Step Action 4 Click the On-hand Quantity link. . 5 Use the Query Material page to enter search criteria that determines what appears on . the Material Workbench page.

Step

Action 6 Click the Find button. . or Press [Alt+n].

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Step

Action 7 Click the Tools menu. . or Press [Alt+T]. 8 Click the Mass Issue menu. . or Press [I]. 9 Use the Destination Details page to enter the GL account to which you want to charge . the issue.

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Step

Action 1 Click in the Account field. 0 . 1 Enter the desired information into the Account field. Enter "01-580-7740-0000-000". 1 . 1 Click the OK button. 2 . or Press [Alt+O]. 1 Click the OK button. 3 . or Press [Alt+O].

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Step Action 1 Use the Move Orders page to approve the requisition the mass issue created. Notice 4 that the primary quantity appears automatically. .

Step

Action 1 Click the Approve button. 5 . or Press [Alt+A]. 1 You have completed the Performing a Mass Issue procedure. 6 End of Procedure. .

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Creating Reservations
A reservation is a link between a supply source and a demand source. You use the Item Reservation page to create a permanent link between a supply source and a demand source, and represents a guaranteed allotment of material to a specified demand source. In this example, you will create a reservation for a sales order.

Procedure

Step

Action 1 Begin by navigating to the Find Reservations page. . Click the vertical scrollbar. 2 Click the Inventory link. . 3 Click the vertical scrollbar. .

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Step Action 4 Click the Reservations link. . 5 Use the Find Reservations page to search for existing reservations. You also use this . page to begin a new reservation.

Step

Action 6 Click the New button. . or Press [Alt+N]. 7 Use the Item Reservations page to create new reservations. Item reservations prevent . the allocation of material you previously set aside for a sales order, or other sources. You cannot create reservations against items with a non-reservable material status. You also cannot create a reservation that causes on-hand quantity to be negative.

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Step

Action 8 Click in the Sales Order field. . 9 Enter the desired information into the Demand Header field. Enter . "64608.Mixed.ORDER ENTRY". 1 Click in the Line field. 0 . 1 Enter the desired information into the Demand Line field. Enter "1.1". 1 . 1 When you click in the Organization field, the sales order information appears 2 automatically. . 1 Click in the Organization field. 3 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide
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Step

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

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Step

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

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1 . 1 Use the Demand History Items page to determine the bucket size for demand history 4 summarization. compile each bucket type. 1 Click the Find button. 1 If you choose to compile by period. week. .Training Guide Oracle EBS R12 Inventory Step Action 1 When you click in the Item: High field the item information that you entered in the 0 Item: Low field appears automatically. The type of period is . the system compiles by manufacturing calendar 5 periods. 3 . Page 396 . You can modify this as necessary. If you want demand history by day. It compiles for the past 260 previously monthly periods. you must . determined by the organization calendar you defined in the Defined Calendar page. and by month. 1 Click the OK button. 2 . or Press [Alt+O]. or Press [Alt+i]. 1 Click in the Item: High field.

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

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

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

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

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

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

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

1 End of Procedure. In this example. . Defining and Running an ABC Compile You can define and compile an ABC analysis for your entire organization or for a specific subinventory within your organization. you will define an ABC compilation for your organization. Procedure Step Action 1 Begin by navigating to the ABC Compiles page. Page 404 .Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Purging ABC information procedure. Click the vertical scrollbar. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

5 . 1 Click in the Item field.Training Guide Oracle EBS R12 Inventory Step Action 1 Use the Cycle Count Items page to add items to your cycle count. Enter "Class AA". 4 . quantity variances. Step Action 1 Click in the Class Name field. 1 Enter the desired information into the Class Name field. You select the ABC 2 class to which the item belongs and optionally associate the positive and negative . 3 . Page 443 .

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

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

Procedure

Step

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

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

Step

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

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Oracle EBS R12 Inventory

Step

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

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

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

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

Procedure

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Step

Action 1 Begin by navigating to the Cycle Counts page. . Click the vertical scrollbar. 2 Click the Inventory link. . 3 Click the vertical scrollbar. . 4 Click the Cycle Counting: Cycle Counts link. . 5 Use the Cycle Counts Summary page to open exiting cycle counts or initiate a new . cycle count.

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Step

Action 6 Click the New button. . or Press [Alt+N]. 7 Use the Cycle Counts page to determine the parameter information for your cycle . count. You use this page to schedule cycle counts, assign abc information, and determine if you want to count the entire organization or specific subinventories.

Page 453

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

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

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

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

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

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

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

and uom information . 2 Click the Count Status. Page 461 . . 7 . 1 Click the Item Location tab. 2 Use the Count tab to view information about the count such as who counted the items 2 and the date of the count. serial 6 number. Class tab to view the status of the count and the ABC class to 4 which the items belong. . 1 Use the Item Location tab to view sub inventory and locator information. 2 Click the Count tab. 3 . 0 . 2 Use the Count Status.Training Guide Oracle EBS R12 Inventory Step Action 1 Use the Item Details tab to view information about the item such as revision. Reference tab to optionally enter a reason for the adjustment action. 2 Click the Approval tab. 2 Use the Approval tab to view who has cycle count approval authority and the date the 6 cycle count was approved. 9 . 5 . 1 Click the Reason. Class tab. 1 . 8 . . Reference tab. lot. 2 Use the Reason.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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