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

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

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

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

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

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

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

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

ABC Analysis..................................................................................................................401
Purging ABC Information......................................................................................................401
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Oracle EBS R12 Inventory
Defining and Running an ABC Compile................................................................................404 Defining ABC Item Assignments...........................................................................................408 Defining ABC Classes............................................................................................................411 Defining ABC Assignment Groups........................................................................................414 Updating ABC Item Assignments..........................................................................................418

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

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

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Training Guide
Oracle EBS R12 Inventory

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

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Training Guide
Oracle EBS R12 Inventory

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

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

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2 Click the Save button. . 2 You must enable a rule before you can use it. 7 . Page 47 . Enter "AS18947". 3 . You must also disable a rule before you 5 can modify it. 2 Enter the desired information into the Item field. 6 . 4 . 2 Click the Enabled option.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. Your company operates in a process manufacturing environment. Defining Item Templates An Item template is a defined set of attribute values.Training Guide Oracle EBS R12 Inventory Step Action 2 You have completed the Defining Picking Rules procedure. The more recent attribute values override previous values unless the previous value is not updateable. When you apply a template to an item you overlay a set of values to the item definition. a template cannot change Transactable to Yes and leave Stockable to no. . You can apply the same or different templates to an item multiple times. For example. 8 End of Procedure. Consider this scenario: you are a product manager for an ice cream manufacturer. if an item is transactional and stockable. Procedure Page 48 . You need to create an item template that automatically defaults item attributes that you typically use in your process manufacturing environment.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

7 Click in the Name field. 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. . or Press [Alt+D]. 8 Enter the desired information into the Name field. 1 Use the Item Catalog Group page to define any number of descriptive elements for an 0 item catalog group. You can also determine whether the descriptive element is required . Page 63 . . 9 Click the Details button. .

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

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

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

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

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

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

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

or Press [Alt+B]. Page 71 . a customer item and an inventory item number. . 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.

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

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

2 Click the Inventory link. . 5 Use the Cross Reference Type page to create a cross reference type that you assign to . . . items an entities. Click the vertical scrollbar. . Page 74 . 3 Click the vertical scrollbar. 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Enter "Container Item". 8 . 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. 1 Click in the Category field. Enter "ACCESSORY". 6 . 4 . 5 . 1 Enter the desired information into the Category Set field. 1 Enter the desired information into the Category field. Page 99 . 7 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

and one locator within your organization.Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Defining Items 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. For move orders. Defining Item Transaction Defaults You use the Item Transaction Defaults window to define a default subinventory for an item for shipping. one subinventory. In this example. receiving and move order transactions. you will assign a default shipping subinventory for an item. Procedure Page 126 . Oracle Shipping Execution displays the default shipping information when you ship an item and Oracle Inventory displays the default receiving information when you receive and item. . 9 End of Procedure. Before you can define item transaction defaults you must define at least one item.

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

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

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

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

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

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

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

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

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

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

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

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

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

This information is used to perform min-max planning and replenishment processing at the subinventory level. Page 140 . you will assign and item to a subinventory and set the minimum and maximum order quantities. You can also specify planning information and locators for the item in its assigned subinventories. 2 End of Procedure. 1 . You can use the item-subinventory relations to specify valid subinventories for zero quantity cycle counts and to specify items for an abc analysis performed at the subinventory level. . In this example. Assigning Subinventories to an Item You can assign a list of subinventories to an item. 2 You have completed the Defining Item Relationships 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.

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

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

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

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

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

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

. Procedure Step Action 1 Begin by navigating to the Master Item page. In this example. . you can select Reorder Point planning for an item in one organization. and Min-Max planning for the item in another 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 use the Organization Item page to change organization-level attributes. For example. 2 Click the Inventory link. Page 147 . you will assign a finished good to an existing organization.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. 8 Click the Find button. Page 218 . or Press [Alt+i]. . .Training Guide Oracle EBS R12 Inventory Step Action 7 Click in the Description field.

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

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

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

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

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

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

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

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

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

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

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

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

Defining Account Aliases An account alias is an easily recognized name or label that represents a general ledger account number. Enter "AS54888". 3 . and reserve against an account alias. 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 can view report. During a transaction. 5 End of Procedure. you will create a miscellaneous account alias. you cause the account alias instead of an account number to refer to the account. 2 Click the Save button. In this example.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

resides as well as item information. or Press [Alt+i]. and transaction information. . Enter . Page 253 . 7 Enter the desired information into the Item field. 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. . Enter "AS18947". "28-SEP-2008 00:00:00". 8 Click the Find button. consigned and VMI information. 9 The Location tab of the Material Transactions page depicts where the item currently . .

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

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

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

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

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

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

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

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

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

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

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

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

Click the vertical scrollbar. 3 Click the Consigned Transactions link. you would like to perform. 2 Click the Inventory link. . 4 On the Consigned Transactions page you choose which Type of ownership transfer . Page 266 . 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

and the number you can transact. may differ based on existing reservations and material status control. Viewing Attribute Information You can use the Material Workbench page to view the attributes of a particular lot or serial. 3 End of Procedure. 2 . the number you can reserve.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. In this example. You can view the total 1 quantity. Page 303 . you will view the lot attributes. 1 You have completed the Viewing Item Availability procedure. These numbers .

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

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 . .

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

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

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

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

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

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

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

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

2 Click the Grade Update menu. 1 . or Press [Alt+T]. Page 315 . or Press [G]. it changes .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. the grade for the entire lot. When you change the grade. 2 The Grade Update Details page enables you to update the grade of a lot. 0 .

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

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

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

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

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

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

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

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

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

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

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

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Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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Step

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

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

Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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

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

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

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

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

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

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

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

Page 344 . . . . 3 Click the vertical scrollbar. Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Move Order Lines page. . 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.

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Step

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

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Step

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

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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 Generate Kanban Cards page. . the System Items page. . Page 371 . This enables you enter the item for which you want to generate kanban cards. 4 Click the Kanban: Generate Kanban Cards link. automatically appears. 5 When you navigate to the Generate Kanban Cards page.

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

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

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

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

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

you will run a replenishment count. 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. Procedure Page 377 . In this example. 1 You have completed the Entering and Reloading Item Safety Stocks procedure. 4 . 5 End of Procedure.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. .

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

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

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

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

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

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

or Press [Alt+N]. . . Page 384 .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 .Training Guide Oracle EBS R12 Inventory Step Action 8 Click in the Item field. 9 Enter the desired information into the Item field. Enter "AS54888". 0 . 1 Click the Source Type list. 1 The Source Type is the source of the material from you replenish. Page 385 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. group items for a cycle count where you count higher value items more frequently than medium and lower value items. 4 Click the ABC Codes: ABC Classes link. 5 Use the ABC Classes page to create new ABC classes. You can use ABC classes to . .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. . Click the vertical scrollbar. 2 Click the Inventory link. You can also use ABC classes to group items for planning purposes.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

or update he items you want included or excluded using the Cycle Count Items page. . The first is to specify an existing ABC group from which to load your items. you will use the Cycle Count Items page to adds items to your cycle count. Click the vertical scrollbar. 2 Click the Inventory link. delete. The second method is to enter. Procedure Step Action 1 Begin by navigating to the Cycle Count Summary page. There are two methods you can use to do this. . In this example. 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. 8 Press [Ctrl+F11]. . Step Action 6 Press [F11]. Enter "OrganizationCount". . . .Training Guide Oracle EBS R12 Inventory Step Action 3 Click the vertical scrollbar. . Page 441 . . 7 Enter the desired information into the Cycle Count field. 4 Click the Cycle Counts link.

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

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

Step

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

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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

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

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

Procedure

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Step

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

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Step

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

Page 453

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

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

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

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

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

for approval. 5 Use the Count Adjustment Approvals Summary page to approve adjustments held . The system uses the approval tolerances you entered when you defined the cycle count to determine which counts need approval. Page 459 . . or to reject the adjustment. 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 Count Adjustment Approvals Summary page. . . to recount an item. 4 Click the Approve Counts link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. In this example.Training Guide Oracle EBS R12 Inventory Processing Physical Inventory Adjustments After you finish entering physical inventory counts and approving adjustments. Once you run the adjustment program. you can submit the process that automatically posts the adjustments. Due to the irreversible nature of this program. Click the vertical scrollbar. Page 475 . the system does not allow you to generate new tags or make any further updates to tag counts. . you will process physical inventory adjustments.

. Page 476 . . . adjustments. 4 Click the Physical Inventories link. Step Action 6 Click the vertical scrollbar. . . 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 .Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Inventory link.

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

1 You have completed the Processing Physical Inventory Adjustments procedure. . In this example.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. 6 End of Procedure. 1 Click the OK button. 1 Enter the desired information into the Adjustment Account field. Procedure Page 478 . 5 . or Press [Alt+O]. . or Press [Alt+a]. 4 . you will generate physical inventory tags. Enter "01-5803 7740-0000-000". 1 Click the Launch Adjustments button. 2 .

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. 2 . All tag counts you enter for this physical inventory are compared with these static quantities. you will take a snapshot of inventory quantities. Taking a Snapshot of Inventory Quantities Before you can generate tags for physical inventory. . In this example. 3 End of Procedure. 2 You have completed the Approving Physical Inventory Adjustments procedure. the snapshot saves all current on-hand quantities and costs. Page 491 . 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.

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

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

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

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