Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

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Training Guide
Oracle EBS R12 Inventory

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Training Guide
Oracle EBS R12 Inventory

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 .

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

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

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

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

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

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

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

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

or Press [Alt+N]. You use item templates to . Page 50 . 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. . You can then apply the item template when you define an item on in the Master Item page.

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

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

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

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

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

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

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

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. Procedure Step Action 1 Begin by navigating to the Item Status page. . . 2 Click the vertical scrollbar. 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. . Page 58 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 86 . Click the vertical scrollbar. . . . . 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. 4 Click the Master Items link. 2 Click the Inventory link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

7 Click the Assign button. 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. Page 102 . relationships between cross references. Enter "AS18947". and entities. items. . Step Action 9 Click in the Item field. 1 This is the current item number in the system. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

or Press [Alt+D]. Page 125 . 1 Click the Done button. well. 7 .Training Guide Oracle EBS R12 Inventory Step Action or Press [Alt+A]. 6 . 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. The values on other tabs of the item master were also set as .

In this example. one subinventory. you will assign a default shipping subinventory for an item. Defining Item Transaction Defaults You use the Item Transaction Defaults window to define a default subinventory for an item for shipping. 9 End of Procedure.Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Defining Items procedure. Before you can define item transaction defaults you must define at least one item. and one locator within your organization. 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. 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. receiving and move order transactions. . For move orders.

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

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

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

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

..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.

1 Click the Find button. Page 132 . Enter "12345". 1 . 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. 1 Click in the Items field. the Description appears automatically. . . . 0 . 9 When you click in the Items field.

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

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

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

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

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

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

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

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

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

. . . button.Training Guide Oracle EBS R12 Inventory Step Action 5 Click the Find.. Page 142 . 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. 9 Click the Find button. . . Enter "AS54888". 1 Use the Master Item page to define and maintain item attribute information. . 8 Enter the desired information into the Item field. Page 143 . or Press [Alt+i]. 0 .

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

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

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

Procedure Step Action 1 Begin by navigating to the Master Item page. 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. . and Min-Max planning for the item in another organization. you can select Reorder Point planning for an item in one organization. Click the Vertical scrollbar. For example. . In this example. Page 147 . you will assign a finished good to an existing organization. You use the Organization Item page to change organization-level attributes.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Click the vertical scrollbar. . Page 165 . . 5 Use the Find/Lots Jobs page to search for existing lots. 3 Click the vertical scrollbar. . 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. . 2 Click the Inventory link. .

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

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

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

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

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

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

Step Action 2 Click the Full Control list item. you can track inventory balances by lot 9 number. then the system checks for on-hand quantity in all child organizations.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Inventory tab. You can establish lot . 8 . 7 . 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. Page 172 . If you establish lot control at the Master Item level. 1 Click the Control list. 0 .

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

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

At receipt. Page 175 . 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.Training Guide Oracle EBS R12 Inventory Step Action 3 Click the Shelf life days list item.

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. In this example. You can choose to assign an existing lot or generate a new lot for the transaction. . 4 End of Procedure. 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. Procedure Page 185 . 1 You have completed the Creating a New Lot procedure. you will perform a miscellaneous receipt of an item and assign an existing lot to the transaction.

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 212 . 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 213 . 1 Click in the Subinventory field. Enter "FGI". 2 . 1 . 5 . 1 Enter the desired information into the Subinventory field. 4 . 1 Click the horizontal scrollbar. 3 . 1 Click in the Locator field.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Select Line option.

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

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

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

3 Click the Serial Numbers link. 2 Click the vertical scrollbar. . Page 217 . 6 Enter the desired information into the Item field. 4 User the Find Serials page to search for existing serial numbers. Enter "WM579". 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. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. . 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. 2 . 1 Click an entry in the On-hand tree control. Page 319 . or Press [Alt+T]. 1 . 1 Click the Tools menu. 0 . 1 Click the Defective tree item.

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

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

. 3 Click the vertical scrollbar. Page 322 . . 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 . 2 Click the Inventory link. . Click the vertical scrollbar. .Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the Query Material page.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2 You have completed the Allocating and Transacting Move Orders procedure. 0 End of Procedure. . or Press [Alt+O]. Generating Move Order Requisitions Use the Move Orders page to manually create new move orders. Procedure Page 350 . In this example. 9 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the OK button. 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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trigger kanban replenishment manually. and how much should your order? Upon completion of this lesson. • Define kanban cards. • Replenish kanban cards. Procedure Page 361 . • Define a forecast rule. In this example. you will be able to do: • Summarize demand detail. you will manually trigger kanban replenishment.Training Guide Oracle EBS R12 Inventory Planning and Replenishment Planning and Replenishment involves answering two questions: When should you place a new order. • Enter and process replenishment counts. • Generate kanban cards. • Define kanban pull sequences. Replenishing Kanban Cards When a kanban card is empty. This will change the card status to empty and trigger the necessary transactions to refill the kanban. • Enter and reload item safety stocks. • Generate a forecast. You can however. • Print kanban cards. you can replenish it systematically. • Purge replenishment counts.

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

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

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

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

Enter . Page 366 . 1 Enter "Yes". Enter . 0 . 8 Click in the Count Name REQUIRED field. "replen_fin". . 7 Enter the desired information into the Processing Mode REQUIRED field.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. 9 Enter the desired information into the Count Name REQUIRED field. . . 1 Enter the desired information into the Delete Errored Counts REQUIRED field. "Concurrent processing".

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1 Click the Source Type list. . 0 . Page 385 . 1 . 9 Enter the desired information into the Item field. . Enter "AS54888". 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.

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

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

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

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

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

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

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

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

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

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

week. you must . 2 . 1 . the system compiles by manufacturing calendar 5 periods. Page 396 . or Press [Alt+i]. The type of period is . or Press [Alt+O]. 1 If you choose to compile by period. 1 Click the OK button. If you want demand history by day. compile each bucket type. 3 . determined by the organization calendar you defined in the Defined Calendar page. 1 Click the Find button. and by month. 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.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. You can modify this as necessary. .

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

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

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

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

In this example. you will submit a request to purge an ABC assignment group. Purging ABC Information You can submit a concurrent request to purge either ABC assignment groups or ABC compile information. and items of lower value less frequently. • Update ABC item assignments. You can optionally use the ABC analyses you compile to drive your cycle counts where you might count items of high value (A items) very frequently. • Define ABC item assignments. Up on completion of this lesson you will be able to: • Define and run an ABC compile. 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. • Purge ABC item information. • Define an ABC classes. • Define ABC assignment groups. Procedure Page 401 .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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. or Press [Alt+p]. 4 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Group Classes button. 5 . 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. Enter "Highest". 1 Enter the desired information into the Class Name field. Page 417 . 2 .

2 Click the Save button. Enter "Medium". 9 . you will update ABC item assignments. 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. 2 You have completed the Defining ABC Assignment Groups procedure. Procedure Page 418 . 7 . 0 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Class Name field. 1 Enter the desired information into the Class Name field. 6 . 1 Enter the desired information into the Class Name field. 1 Click in the Class Name field. Enter "Lowest". 1 End of Procedure. In this example. . 8 .

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

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

. 5 . 2 . Enter "Class C". 4 . 3 . 1 You have completed the Updating ABC Item Assignments procedure. 1 Press [Backspace]. 6 . Page 421 . 1 . 1 Enter the desired information into the ABC Class field. 1 Click in the ABC Class field. 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. Enter "Class B". 7 End of Procedure.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1 Click in the Item field. 3 . quantity variances. You select the ABC 2 class to which the item belongs and optionally associate the positive and negative . 4 . 5 .Training Guide Oracle EBS R12 Inventory Step Action 1 Use the Cycle Count Items page to add items to your cycle count. Step Action 1 Click in the Class Name field. 1 Enter the desired information into the Class Name field. Page 443 . 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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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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Oracle EBS R12 Inventory
Step Action 8 Click the Enter menu. . or Press [E]. 9 Click in the Cycle Count field. . 1 Enter the desired information into the Cycle Count field. Enter "OrganizationCount". 0 . 1 Click the View menu. 1 . or Press [Alt+V]. 1 Click the Query By Example menu. 2 . or Press [Q]. 1 Click the Run menu. 3 . or Press [R]. 1 Click the Open button. 4 . or Press [Alt+O].

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Oracle EBS R12 Inventory

Step

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

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

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

8 . or Press [Alt+O]. you will you will submit the Cycle Count Listing Report.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. 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. In this example. Procedure Page 462 . 7 . 9 End of Procedure.

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

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

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

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

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

. Click the vertical scrollbar. .Training Guide Oracle EBS R12 Inventory 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 468 . . 3 Click the vertical scrollbar. 4 Click the Physical Inventories link. You must select an existing physical inventory for which you want to physical inventory information. . 2 Click the Inventory link.

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

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

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

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

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

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

Oracle Inventory posts no physical inventory adjustments if you have any adjustments that are still pending approval. . Page 475 . Once you run the adjustment program.Training Guide Oracle EBS R12 Inventory Processing Physical Inventory Adjustments After you finish entering physical inventory counts and approving adjustments. you can submit the process that automatically posts the adjustments. you will process physical inventory 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. 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. In this example. Click the vertical scrollbar. Due to the irreversible nature of this program.

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

. . or Press [Alt+T].Training Guide Oracle EBS R12 Inventory Step Action 8 Click in the Physical Inventory field. . 1 Click the Launch adjustments menu. Page 477 . 0 . 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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