Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

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Training Guide
Oracle EBS R12 Inventory

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Training Guide
Oracle EBS R12 Inventory

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

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Training Guide
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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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Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Storage Locator list item. . 3 . Page 5 . 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.

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

1 End of Procedure. Procedure Page 7 .Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. 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. Defining Shortage Parameters A material shortage occurs whenever unsatisfied demand exceeds available quantity for the incoming supply of material. . 0 . In this example. you will determine the WIP and Order Management shortage parameters for one of your organizations.

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

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

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

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

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

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

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

. . 3 Click the vertical scrollbar. Page 15 . Click the vertical scrollbar. . . 2 Click the Inventory link.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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

8 Click in the Description field. . . . Subinventory Picking Rules". Enter "Subinventory Pick". Enter "Sales Order . 0 . 1 Click the Applicable To list.Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Name field. 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 1 Click the Sales Order list item. 1 . Page 37 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2 Click the Inventory link. . Page 70 . . 4 Click the Customer Item Cross References link. . Click the vertical scrollbar. . references and to create new cross references. 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. 5 Use the Find Customer Item Cross References page to search for existing cross .

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

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

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

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

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

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

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

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

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

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

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

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

A category can belong to multiple category sets. Page 83 . or Press [Alt+N]. segment. 7 Use the Categories page to define categories. 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. 8 When you determine a product structure. .Training Guide Oracle EBS R12 Inventory Step Action 6 Click the New button.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

In this example. you will cross reference the obsolete part number to the current part number. 9 . 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.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. Your company recently updated its part numbering system and you want to cross reference the old part number with the new part number. 2 You have completed the Assigning Items to Categories procedure. 0 End of Procedure. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

4 Click the Items: Master Items link. Click the vertical scrollbar. When you define items. . you enter only the . . 2 Click the Inventory link. 3 Click the vertical scrollbar. information you need to maintain the item. . Page 122 . 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. 5 Use the Master Item page to define items. .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Master Item page.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Enter "Mugs". 8 . . 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. 5 . Page 155 . 6 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Catalog Group field. 7 . 1 Click in the Name field. 1 Click the Description Default option.

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

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

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

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

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

3 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. Step Action 6 Click the All list item. information. 4 Click the Items: Item Information link. 5 Use the Find Item Information page to set the viewing criteria for viewing item . .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Item Information page. . . Click the vertical scrollbar. 2 Click the Inventory link. Page 161 . .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

you will generate a new lot for an item.Training Guide Oracle EBS R12 Inventory Step Action 9 Click in the Action Description field. Procedure Page 181 . 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. In this example. 0 . . 1 Enter the desired information into the Action Description field. 1 Click the Save button. Enter "Discard". 1 . 2 End of Procedure. 1 You have completed the Defining Lot Action Codes procedure.

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

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

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

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

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

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

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

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

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

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

. lot genealogy. or Press [Alt+d]. 8 Click the Find button. Page 192 . . you must select an existing lot. Enter "PT55166". 9 Use the Item Lots page to view information about existing lots. 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.

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

. . . Page 197 . . Vision Operations (USA) link. 2 Click the Inventory. 3 Click the vertical scrollbar. Click the vertical scrollbar.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. . 4 Click the Items: Master Items link.

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

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

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

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

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

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

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

. . . . 7 Enter the desired information into the Item field. or Press [Alt+i]. 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. 9 Click the Find button. Enter "WM579". 8 Click in the Description field. . Page 205 .

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

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

. 8 Click the OK button. Page 208 . . 0 . . 1 Click in the Quantity field. 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. 7 Enter the desired information into the Item field. Enter "6789101112". .

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

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

Page 211 . 8 Click the Find button. or Press [Alt+n]. 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.

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

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

Page 214 .2. 6 .Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Locator field. 1 Click the Lot .Serial button. 7 . 8 . Step Action 1 Click in the Starting Serial Number field. Enter "1.2". 9 . 1 Use the Serial Entry page to assign serial numbers to items upon receipt.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. 7 Click in the Type field. . . Enter "Boston Manufacturing". 9 Click in the Number field. Page 275 . . 0 . 6 Enter the desired information into the To Org field. Enter "4567". . 8 Enter the desired information into the Type field. 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".

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

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

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

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

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

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

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

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

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

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

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

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

. 2 Click the Inventory link. 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. and demand history. . . . Page 298 . or Net subinventories. 4 Click the Item Supply/Demand link. 5 Use the Supply Demand Item page to enter the item for which to review the supply . You can view the supply and demand information for all subinventories. 3 Click the vertical scrollbar.

Page 299 . You can see the supply or demand source type such as purchase 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 . sales order. and WIP discrete job. In addition. . . You can also see the identifier for the supply source or demand source such as the purchase order number or work in process discrete job number. the item. 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 "AS18947".

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

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

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

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

3 Click the On-hand Quantity link. . Click the vertical scrollbar. the Material Workbench page.Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the Query Material page. . 2 Click the vertical scrollbar. Page 304 . 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 .

Enter "CM11222". . Page 307 . or Press [Alt+n].Training Guide Oracle EBS R12 Inventory Step Action 7 Click in the Item / Revision field. 9 Click the Find button. . . 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. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Step

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

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Step

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

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

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Step

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

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Step

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

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Oracle EBS R12 Inventory

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

. 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. 2 Click the Inventory link. . . 4 Click the Kanban: Kanban Cards link. . 5 Use the Find Kanban Cards page to search for existing kanban cards. Page 362 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. • Update ABC item assignments. • Purge ABC item information. Purging ABC Information You can submit a concurrent request to purge either ABC assignment groups or ABC compile information. you will submit a request to purge an ABC assignment group. Up on completion of this lesson you will be able to: • Define and run an ABC compile. 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. In this example. and items of lower value less frequently. • Define an ABC classes. ABC refers to rankings you assign to your items because of this analysis where A items are ranked higher than B items and so on. • Define ABC item assignments. • Define ABC assignment groups. Procedure Page 401 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

or Press [Alt+i]. Page 460 . 1 Click the Approval Status Recount option.Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Cycle Count field. 1 . 4 . . . 1 Click the Approval Status Rejected option. 9 Click the Yes button. or Press [Alt+Y]. 0 . 7 Enter the desired information into the Cycle Count field. 8 Click the Find button. Enter "FGICount". 1 Click the Approval Status Approved option. 1 Click the Approval Status Approved option. 1 Click the Item Details tab. . 1 Click the Approval Status Approved option. . 3 . 2 . 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. 0 . 7 . 8 . 2 Click the Count tab. 1 . 1 Use the Item Location tab to view sub inventory and locator information. 3 . 2 Use the Approval tab to view who has cycle count approval authority and the date the 6 cycle count was approved. 9 . Reference tab. Class tab to view the status of the count and the ABC class to 4 which the items belong.Training Guide Oracle EBS R12 Inventory Step Action 1 Use the Item Details tab to view information about the item such as revision. 2 Use the Reason. 1 Click the Item Location tab. 2 Use the Count Status. 5 . Class tab. 2 Click the Count Status. serial 6 number. and uom information . . . 1 Click the Reason. Page 461 . 2 Click the Approval tab. lot. . Reference tab to optionally enter a reason for the adjustment action.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

3 Click the vertical scrollbar. . Page 482 . 4 Click the Global Parameters link. . . Click the vertical scrollbar. 2 Click the Inventory link.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. .

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

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

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

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

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

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

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

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

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

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

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

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

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