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

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

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

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

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

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

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

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

ABC Analysis..................................................................................................................401
Purging ABC Information......................................................................................................401
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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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Oracle EBS R12 Inventory

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

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

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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

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

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

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

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

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

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

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

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

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

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. . . . Click the vertical scrollbar. Page 15 .

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

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

In this example. Click the vertical scrollbar. . you will set up an intransit transfer type for your organization. Defining Interorganization Shipping Networks An Interorganization Shipping Network describes the relationships and accounting information between a shipping organization and a destination organization.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. 9 End of Procedure. . Page 18 .

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

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

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

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

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

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

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

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

7 You use the Subinventories page to create new subinventories. new subinventories. Step Action 6 Click the New button. about the subinventory. 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 . You enter information . .

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 2 Click in the Picking UOM field. 2 Enter the desired information into the Pre-Processing field. Page 32 . 2 Enter the desired information into the Picking UOM field. . Enter "BOX". 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. 6 . Enter "1". 5 . 2 The Pre-processing. 2 . 3 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

4 . Step Action 1 Enter the desired information into the Seq field.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 Enter the desired information into the Name field. 3 . Enter "1". Enter "Ceramic". . 1 Click in the Name field. Page 64 . 2 .

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

Training Guide Oracle EBS R12 Inventory In this example. Page 66 . . 2 Click the Inventory link. 3 Click the vertical scrollbar. 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. . . Click the vertical scrollbar. . 4 Click the Customer Items link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Procedure Page 100 . you will cross reference the obsolete part number to the current part number. 9 . 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. 2 You have completed the Assigning Items to Categories procedure. In this example.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. . 0 End of Procedure.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

You can assign the same item to multiple manufacturer's part numbers. 7 End of Procedure. .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. 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. In this example. 1 You have completed the Updating Organization Level Items procedure. you will associate a manufacturer's part number to a system item. Procedure Page 117 . 6 .

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

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

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

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

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

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

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

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

9 End of Procedure. Defining Item Transaction Defaults You use the Item Transaction Defaults window to define a default subinventory for an item for shipping. 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. and one locator within your organization. In this example. . Before you can define item transaction defaults you must define at least one item. For move orders. 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. you will assign a default shipping subinventory for an item. Procedure Page 126 . receiving and move order transactions. one subinventory.

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. 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. 1 . In this example. 2 You have completed the Defining Item Relationships procedure. 2 End of Procedure. Assigning Subinventories to an Item You can assign a list of subinventories to an item. You restrict an item to the list of subinventories by setting the Restrict Subinventories attribute when you define or update an item. . Page 140 . You can also specify planning information and locators for the item in its assigned subinventories. you will assign and item to a subinventory and set the minimum and maximum order quantities.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. 4 Click the Report Types link.Training Guide Oracle EBS R12 Inventory In this example. you will search for all lots within the organization. . Page 177 . Procedure 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. .

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

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

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

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

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

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

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

Procedure Page 185 . You can choose to assign an existing lot or generate a new lot for the transaction. 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. 4 End of Procedure.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. 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. 3 . In this example.

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. 1 Use the Serial Numbers page to access the Genealogy page. . 8 Click the Find button. 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. Page 218 . or Press [Alt+i]. Step Action 9 Click the vertical scrollbar.

1 Click the View Genealogy button. 1 Use the Genealogy page to view the serial genealogy. 2 . 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. where the item resides. 1 . The Serial Details alternative region contains information about the particular serial number such as the serial state. Page 219 . and current serial material status.

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

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

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

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

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

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

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

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

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

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

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

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 2 Enter the desired information into the Item field. and reserve against an account alias. you cause the account alias instead of an account number to refer to the account. 2 You have completed the Defining Consumption Transaction Rules procedure. . 2 Click the Save button. 5 End of Procedure. you will create a miscellaneous account alias. 4 . Procedure Page 231 . In this example. 3 . Enter "AS54888". During a transaction.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

3 Click the Consumption Advice tab. 3 Click the Transaction Type tab.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the horizontal scrollbar. 2 . 3 Click the horizontal scrollbar. 8 . transaction source type information. 6 . 1 . 4 . . 7 . and 3 transaction information. 3 The Consumption Advice tab displays the consigned and vendor-managed 6 information. 2 Click the horizontal scrollbar. Page 256 . 2 Click the horizontal scrollbar. 3 Click the horizontal scrollbar. 3 Click the horizontal scrollbar. 0 . 2 Click the horizontal scrollbar. 5 . 3 The Transaction Type tab displays the item. . 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]. . Page 257 . 4 Use the Material Transaction Distributions page to view detailed information about 0 the transactions.Training Guide Oracle EBS R12 Inventory Step Action 3 Click in the Item field. 3 Click the Distributions button. 7 . 3 Click the horizontal scrollbar. 8 . 9 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Procedure

Step

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

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Step

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

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Step

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

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

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

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Procedure

Step

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

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Step

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

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

Step

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

1 End of Procedure. In this example.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Date field. Procedure Page 300 . 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.

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

0 . . 8 Click the Find button. 9 Use the Material Workbench page to view where material is located in your . organization. Page 302 .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. Enter "AS18947". or Press [Alt+n]. . or Press [Alt+i].

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

3 Click the On-hand Quantity link. the Material Workbench page. Page 304 . . . 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. . Click the vertical scrollbar.

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

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

1 The Material Workbench page provides you with information about the material in 0 your organization. Page 307 .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. 9 Click the Find button. or Press [Alt+n]. . Enter "CM11222". .

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

. In this example. 1 You have completed the Viewing Attribute Information procedure. you will update a grade. 6 . Page 309 . 7 End of Procedure.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.

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

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

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

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

5 .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. 8 . 1 Click an entry in the Strawberries tree control. 6 . 9 . 1 Click an entry in the M1 tree control. Page 314 . 1 Click the S00287 tree item. 7 .

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

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

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

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

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

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

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

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

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

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

or Press [o].Training Guide Oracle EBS R12 Inventory Step Action 1 Click the AS18947 tree item. 1 Use the Destination Details page to enter the destination subinventory information. 1 Click the Tools menu. Page 325 . or Press [Alt+T]. 1 Click the Mass Move menu. 6 . 4 . 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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1 Enter the desired information into the Reservation Quantity field. subinventory. 9 . In this example.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Quantity field. lot. Low level reservations contain more detailed information about the item such as the revision. If you create reservations . Viewing Status Information You can use the Material Workbench page to view material status information. high-level reservations and low level reservations. 1 You can create reservations for different supply types such as on-hand inventory. and other sources. 5 . 2 End of Procedure. 2 You have completed the Creating Reservations procedure. Page 336 . 4 . and locator. 6 . serial. Enter "Sales Order 64608". 0 . Enter "30". 7 purchase orders. against on-hand inventory. you will view the material status for a subinventory. internal requisitions. 2 Click the Save button. then there are two types of reservations. 1 Click in the Name field. 1 You can create a unique name to identify the reservation 8 . . 1 Click the Supply tab. 1 . High level reservations contain information about the item and the organization. 2 Enter the desired information into the Name field.

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

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

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

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

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

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

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

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

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

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

or Click the Select Available Inventory button. Page 347 . 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. 5 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Selected Transaction Qty field. 1 Enter the desired information into the Selected Transaction Qty field. Enter "1". or Press [Alt+n]. 6 . 7 .

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

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

Training Guide
Oracle EBS R12 Inventory

Step

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

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Step

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

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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

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

. Page 362 . 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. 4 Click the Kanban: Kanban Cards link. . . 2 Click the Inventory link. . . 3 Click the vertical scrollbar.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2 Click the OK button. or Press [Alt+c]. Procedure Page 382 . you will define a kanban pull sequence. 2 You have now completed the Entering and Processing Replenishment Counts 3 procedure. 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. 2 . End of Procedure. .Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Process and Report button. or Press [Alt+O]. In this example. 1 .

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

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

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

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

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

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

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

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

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

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

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

. Page 394 . Procedure Step Action 1 Begin by navigating to the Find Demand History Items page. you will view the demand detail for an item. . 3 Click the vertical scrollbar. In this example. 2 Click the Inventory link. . 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.

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

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

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

In this example. you will be able to maintain accounting periods. Upon completion of this lesson.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. you will open a future accounting period. Maintaining Accounting Periods Use the Inventory Accounting periods page to open and close accounting periods. Click the vertical scrollbar. Procedure Step Action 1 Begin by navigating to the Inventory Accounting Periods page . Page 398 .

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

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

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

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

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

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. Click the vertical scrollbar. Procedure Step Action 1 Begin by navigating to the ABC Compiles page. 1 End of Procedure. Page 404 . In this example. . you will define an ABC compilation for your organization. .Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Purging ABC information procedure.

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 2 You have completed the Defining and Running an ABC Compile procedure. Each ABC class must have at least one item assigned to it. Procedure Page 408 . you will define ABC item assignments. . 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. In this example. 0 End of Procedure.

the inventory value. Page 409 . You . . Step Action 6 Click in the ABC Group field. . 3 Click the vertical scrollbar. can enter the sequence number. 2 Click the Inventory link. . Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Assign ABC Items page. . 4 Click the Assign Items link. 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. .

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

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

You can also use ABC classes to group items for planning purposes. 3 Click the vertical scrollbar. Click the vertical scrollbar. 2 Click the Inventory link. . 4 Click the ABC Codes: ABC Classes link.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. Page 412 . You can use ABC classes to . . . . 5 Use the ABC Classes page to create new ABC classes.

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

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

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

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

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

2 Click the Save button. 0 . .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 End of Procedure. 1 Enter the desired information into the Class Name field. 9 . 6 . you will update ABC item assignments. 7 . Enter "Medium". 8 . Procedure Page 418 . Enter "Lowest". 2 You have completed the Defining ABC Assignment Groups procedure. 1 Enter the desired information into the Class Name field. In this example. 1 Click in the Class Name field.

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

or Press [Alt+i]. 0 . 1 Click in the ABC Class field. . Enter "M1_DAILY". Page 420 . or Press [Alt+Y]. . . 9 Click the Yes button. 8 Click the Find button. .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.

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

• Purge cycle count information. • Request the cycle count list. 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. • Generate count requests. you will be able to: • Define and maintain a cycle count. • Approve cycle counts. Procedure Page 422 . and planning production. • Define cycle count classes. Cycle counting enables you to keep inventory records accurate by correcting errors between the system on-hand (perpetual) and actual on-hand (physical) quantities. • Approve cycle count adjustments. maintaining high service levels. You use this concurrent request to purge cycle count information. Upon completion of this lesson. • Enter manual schedule requests. In this example. Purging Cycle Count Information Use the Cycle Counts Summary page to access the Purge Cycle Count Parameters page. • Enter cycle counts. you will purge cycle count information. • Generate automatic schedules. Accurate system on-hand quantities are essential for managing supply and demand.

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

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

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

Page 426 . . Click the vertical scrollbar. Procedure Step Action 1 Begin by navigating to the Cycle Counts Summary page. 5 End of Procedure. Generating Count Requests Use the Generate Count Requests page to submit a concurrent request to perform a cycle count. . you will 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.

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

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

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

Page 430 . . . . Click the vertical scrollbar.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. 4 Click the Cycle Counts link. 2 Click the Inventory link. . .

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

Page 432 . 1 Click the OK button. 3 . 1 Click the OK button.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]. Step Action 1 Click the Include Control Group Items option. 4 . requests. 2 .

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

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

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

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

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

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

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. 1 Enter the desired information into the Count Quantity field. 1 Click in the Count Quantity field. 1 Click in the Count Quantity field. 2 . 2 Click the Save button. 3 . 1 End of Procedure. Page 439 . 9 . 6 . The System Quantity is the current on-hand balance in the system. 1 Enter the desired information into the Count Quantity field. Enter "150". Enter "330". 1 Click in the Count Quantity field. 1 Enter the desired information into the Count Quantity field. 1 Enter the desired information into the Count Quantity field. 0 . 7 . Enter "4000". . Enter "118". 4 . 2 You have completed the Entering Cycle Counts procedure. 1 Click in the Count Quantity field. 8 . 5 . .

. . you will use the Cycle Count Items page to adds items to your cycle count. 2 Click the Inventory link. There are two methods you can use to do this. The second method is to enter. In this example. 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. Click the vertical scrollbar. Procedure Step Action 1 Begin by navigating to the Cycle Count Summary page. delete. Page 440 . The first is to specify an existing ABC group from which to load your items.

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

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

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

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

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

Procedure

Step

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

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

Step

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

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

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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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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. you will be able to: • Define a physical inventory. • Approve physical inventory adjustments. You can perform physical inventories whenever you choose to verify the accuracy of your system on-hand quantities. the purge does not affect any adjustments or adjustments transactions made using the physical definition. • Purge physical inventory information. • Enter and void physical inventory tags. • Process physical inventory adjustments. Upon completion of this lesson. you will purge the physical inventory tags associated with a physical inventory definition. Procedure Page 467 . In this example. • Take a snapshot of inventory quantities. Physical inventories are usually performed once every six months or once a year depending on the organization requirements.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 can also purge only the physical inventory tags. However. Purging Physical Inventory Information Use the Purge Physical page to purge a physical definition from the database. • Generate physical inventory tags.

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

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

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

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

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

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

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

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

5 Use the Physical Inventories Summary page to process physical inventory . 3 Click the vertical scrollbar. adjustments. . Page 476 . .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. . . .

or Press [Alt+T]. 1 Click the Launch adjustments menu. 9 Click the Tools menu. . 0 .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. Page 477 .

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

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

9 Click in the Description field.Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Name field. Page 480 . 7 Enter the desired information into the Name field. 1 Click in the Starting Tag field. . . 8 When you click in the Description 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 physical inventory description and the . . date the physical inventory was created appears automatically. 1 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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