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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Training Guide
Oracle EBS R12 Inventory

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

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

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

.Training Guide Oracle EBS R12 Inventory Step Action 1 If you select Prespecified for the subinventory. Step Action 1 Click the Prespecified list item. 5 . . 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. 1 If you select this parameter. Page 29 .

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

. 0 . 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. Page 31 .

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

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

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. • Define categories. • Define item templates. use the Rules Workbench to assign the rule to an item. • Copy item templates. You can create an inventory picking rule to do this. • Define customer item cross references. process manufacturing batches or work in process jobs. • Specify recommended categories. • Define cross-reference types. After you create a picking you. • Define item catalog groups. Procedure Page 34 . • Define and view pending statuses. • Define customer items. Upon completion of this lesson. • Define category sets. when you book a sales order you would like to pick an item from a particular subinventory. • Define picking rules. • Assign items to categories. • Define commodity codes. For example. • Assign cross-reference types. you will be able to: • Define item status codes.

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

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

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

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

3 . Page 39 .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.

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

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

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

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

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

if an item is transactional and stockable. For example. .Training Guide Oracle EBS R12 Inventory Step Action 2 You have completed the Defining Picking Rules procedure. When you apply a template to an item you overlay a set of values to the item definition. Defining Item Templates An Item template is a defined set of attribute values. Your company operates in a process manufacturing environment. 8 End of Procedure. You can apply the same or different templates to an item multiple times. The more recent attribute values override previous values unless the previous value is not updateable. 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. Procedure Page 48 . Consider this scenario: you are a product manager for an ice cream manufacturer. You need to create an item template that automatically defaults item attributes that you typically use in your process manufacturing environment.

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

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

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

Transactable. 4 . . Page 52 . 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.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Inventory list item. BOM Allowed and Build in WIP.

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

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

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

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

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

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

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

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

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

5 Use the Item Catalog Groups page to create a new item catalog. Page 62 . Click the vertical scrollbar. . . . 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. 2 Click the Inventory link. .

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

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

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

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

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

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

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

Click the vertical scrollbar. . Page 70 . 2 Click the Inventory link. . . .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. 5 Use the Find Customer Item Cross References page to search for existing cross . references and to create new cross references. 3 Click the vertical scrollbar.

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

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

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

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

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

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

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

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

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

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

0 End of Procedure. 9 . Enter "SALE". Procedure Page 81 . 8 . 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. . 1 Click the Save button. You need to create a category for children's apparel.Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Category field.

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

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

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

Item statuses are made up of status attributes. but will be ready for launch to the general public in a few months. 4 . Enter "Children's Apparel". . In this example. 5 . Status attributes control the functionality an item over time. 1 Click the Save button. you have an item that is currently in the prototype phase. 6 End of Procedure.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. You can use item statuses to change the item availability from prototype to active. Procedure Page 85 . 1 You have completed the Defining Categories procedure.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Assigning Cross Reference Types Cross reference types define relationships between items and entities such as obsolete part numbers or supplier items numbers. 0 End of Procedure. 9 . In this example. 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. . you will cross reference the obsolete part number to the current part number.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. Procedure Page 100 .

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

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 137 . 2 . 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]. 1 Use the Item Relationships page to create relationships between items. For example. or Press [l]. 1 Click the Item Relationships menu. 3 . sell.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. Page 165 . 4 Click the Report Types link.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. . . 2 Click the Inventory link. . Click the vertical scrollbar. 3 Click the vertical scrollbar.

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

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

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

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

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

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

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

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

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

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

3 Click the Save button. . then the system searches for all lots within the organization. You can choose to enter search criteria. 9 End of Procedure. Page 176 . Enter "8". Displaying Lot Information You use the Item Lots page to view lot information. If you leave the search criteria blank. 6 . 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. 7 . 8 . or leave the search criteria blank. 3 You have now completed the Setting Up Lot Control procedure.

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

Page 178 . or Press [Alt+d]. and lot status. 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. Step Action 6 Click the Find button. 8 You have completed the Displaying Lot Information procedure. lot number. End of Procedure. . .

Page 179 . . 2 Click the Inventory link. you will create the lot action code discard. In this example. . Click the vertical scrollbar. 3 Click the vertical scrollbar. . Procedure Step Action 1 Begin by navigating to the Maintain Actions page.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.

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

1 Click the Save button. 1 You have completed the Defining Lot Action Codes procedure. In this example. 1 Enter the desired information into the Action Description field. Enter "Discard". 0 . Procedure Page 181 . . 2 End of Procedure. 1 . . you will generate a new lot for an item. Creating a New Lot You use the Edit Item Lots window to create new lots manage existing lot information. 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.

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

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

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

You can choose to assign an existing lot or generate a new lot for the transaction. 1 You have completed the Creating a New Lot procedure. In this example. . 3 . 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. Procedure Page 185 . you will perform a miscellaneous receipt of an item and assign an existing lot to the transaction.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button.

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

9 Enter the desired information into the Account field. Page 187 . . 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". 1 Use the Miscellaneous receipt page to enter item. . or Press [Alt+r].Training Guide Oracle EBS R12 Inventory Step Action 6 Enter the desired information into the Type field. 0 . 1 Click the Transaction Lines button. subinventory. . . . 8 Click in the Account field. Enter "01-580-7740-0000-000".

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Locator field. Enter "1. 6 . Page 214 . 8 . 1 Use the Serial Entry page to assign serial numbers to items upon receipt. 9 . Step Action 1 Click in the Starting Serial Number field. 7 . 1 Click the Lot .Serial button.2.2".

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

2 You have completed the Assigning Serial Numbers procedure. . Procedure Page 216 . 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. 5 End of Procedure. 4 . you will view the material transactions for an item. In this example.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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]. 0 . Page 244 . It shows 1 the available quantity as well as from which the demand originated. .

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

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

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

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

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

. 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. 0 . Page 250 .

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

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

. Page 253 . "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. consigned and VMI information. or Press [Alt+i]. Enter . and transaction information. 6 Click in the Item field. . resides as well as item information. . 7 Enter the desired information into the Item field. 8 Click the Find button. Enter "AS18947". 9 The Location tab of the Material Transactions page depicts where the item currently .

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

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

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

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

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

5 You have completed the Viewing Material Transactions procedure. . . There is no intermediary step when you perform a direct interorganization transfer. 5 Click in the Reason field. 4 End of Procedure. Procedure Page 259 . 3 .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. you will transfer an item directly to another organization. In this example. 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. . Page 260 . 3 Click the Inter-organization Transfer link.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Inter-organization Transfer page. 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. 4 You use the Inter-organization Transfer page to enter information about the . Click the vertical scrollbar. 2 Click the Inventory link. You use the Type field to choose which type of shipment. . . The shipment number uniquely identifies and item or group of items to transfer. organization to which you are shipping.

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

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

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

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

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

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

Page 267 . Enter "Transfer to Regular". enter the item. subinventory. You . . The available quantity is the quantity on hand minus all reservations for 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. 7 Click the Transaction Lines button. and owning party information. 6 Enter the desired information into the Type field. 8 The Transfer to Regular page enables you to transfer material to general stock. or Press [Alt+r].

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

6 . 1 Click in the Quantity field. 1 You have completed the Transferring Consigned and VMI Material procedure. 1 Click the horizontal scrollbar. 5 . 8 . Enter "15". . 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". 7 . Enter "Pittsburgh 4 Electronics . 9 End of Procedure. Procedure Page 269 . 1 Enter the desired information into the Quantity field. . In this example. 1 Click the Save button.

If an items has a restricted lists of subinventories. perform. 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. 3 Click the Subinventory Transfer link. 2 Click the Inventory link. . . When you transfer between subinventories. . Page 270 . 4 You use the Subinventory Transfer page to select the type of subinventory transfer to . The system allows you to use user-defined transaction types when you perform a subinventory transfer. The available choices are subinventory transfer and backflush transfer. Click the vertical scrollbar. then you can transfer the item from and to subinventories on that list.

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

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

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

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

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

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

In this example. Enter "Stores". the supplier determines the items. 1 Click in the To Subinv field.s and delivery schedules on your behalf based on information the supplier receives from your inventory and procurement systems. 5 . 2 Enter the desired information into the Quantity field. End of Procedure. 7 . 9 . 2 You have completed the Transferring Between Organization Using Intransit 2 Processes procedure. 6 . 1 Enter the desired information into the To Subinv field. Enter "100". 8 . Enter "FGI". 1 . quantities. Page 277 . . 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. 2 Click the Save button. 1 Enter the desired information into the Subinventory field. 0 . you will perform a planning transfer transaction.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Subinventory field. 1 Click in the Quantity field.

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

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

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

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

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

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

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

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

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

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

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

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

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

3 Click the vertical scrollbar. Click the vertical scrollbar. . Page 301 . information that you view on the Material Workbench page. 2 Click the Inventory link. 4 Click the On-hand Quantity link. Step Action 6 Click in the Item / Revision field. . . . 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.

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

These numbers . In this example. 3 End of Procedure. Step Action 1 Click in the Material Location field. . 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. and the number you can transact. You can view the total 1 quantity. 2 . 1 You have completed the Viewing Item Availability procedure. the number you can reserve. you will view the lot attributes.Training Guide Oracle EBS R12 Inventory Step Action 1 Use the Availability page to view the item availability. Page 303 .

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

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

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

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

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

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

4 Click the On-hand Quantity link. the Material Workbench page. 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. 3 Click the vertical scrollbar. . . 2 Click the Inventory link. Page 310 . . Click the vertical scrollbar. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

3 Click the vertical scrollbar. 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. information that appears on the Material Workbench page. Click the vertical scrollbar. Page 337 . 2 Click the Inventory link. 5 Use the Query Material page to enter the search criteria which determines the . . .

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 1 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. or Click the Select Available Inventory button. 3 .

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

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

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

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

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

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

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

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

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

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

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

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

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

automatically appears. Page 371 . . This enables you enter the item for which you want to generate kanban cards. . 2 Click the Inventory link. . 4 Click the Kanban: Generate Kanban Cards link. 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. the System Items page. . . 3 Click the vertical scrollbar. Click the vertical scrollbar.

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

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

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

or Press [Alt+N]. . 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 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

In this example. • Purge ABC item information. Procedure Page 401 . • Define ABC item assignments. Up on completion of this lesson you will be able to: • Define and run an ABC compile. • Define an ABC classes. 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. 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.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. you will submit a request to purge an ABC assignment group. • Define ABC assignment groups. 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. • Update ABC item assignments.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

4 . or Press [Alt+O]. 3 . 1 Click the OK button. Page 432 . Step Action 1 Click the Include Control Group Items option. 1 Click the OK button. requests. 2 .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 .

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

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

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

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

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

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

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

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

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

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

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

Step

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

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

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

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

Procedure

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Step

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

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Step

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

Page 453

. Enter "OrganizationCount". 1 . 9 Enter the desired information into the Name field. . Page 454 . . 1 Click in the Inactive On field.Training Guide Oracle EBS R12 Inventory Step Action 8 Click in the Name 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 Adjustment Account field. 3 . Enter "01-5802 7740-0000-000".

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2 . Page 491 . . 2 You have completed the Approving Physical Inventory Adjustments procedure. In this example. you must take a snapshot of all system onhand quantities for your items.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. 3 End of Procedure. You can resume normal inventory operations after you have entered your counts but before you have authorized all final physical inventory adjustments. you will take a snapshot of inventory quantities. 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.

Click the vertical scrollbar. . 3 Click the vertical scrollbar. 4 Click the Physical Inventories link. . 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. . 5 Use the Physical Inventories Summary page to view existing physical inventories. . Page 492 . 2 Click the Inventory link.

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

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

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