Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

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Training Guide
Oracle EBS R12 Inventory

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Training Guide
Oracle EBS R12 Inventory

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

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Training Guide
Oracle EBS R12 Inventory

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

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

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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

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

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

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

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

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

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

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

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

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

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

Once you restrict any responsibility to an organization. then it can be accessed by all responsibilities. Page 16 . interorganization transfers. and item search. you must then explicitly define the organizations to which all responsibilities can access. . all responsibilities have access to all organizations.Training Guide Oracle EBS R12 Inventory Step Action 5 Use the Organization Access page to assign an organization to a responsibility. Until . 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. if there are no restrictions entered for an organization. you assign organization access to a responsibility. Users can still specify any valid organization when running these functions. System administrators determine which responsibilities a user can access when they establish system security. Step Action 6 Click the New button.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. 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. . 2 Click the vertical scrollbar. Click the vertical scrollbar. Procedure Step Action 1 Begin by navigating to the Item Status page. You need an initial testing period where internal customers can order the items that you make and verify that is ready for consumption. . Page 58 .. 3 Click the Inventory link.

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

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

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

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

7 Click in the Name field. .Training Guide Oracle EBS R12 Inventory Step Action 6 Click the New button. 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 . at item definition. and whether the descriptive element value is included by default in the item catalog description. . . or Press [Alt+D]. Page 63 . . 9 Click the Details button. 8 Enter the desired information into the Name field. Enter "Mugs".

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

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

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

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

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

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

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

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

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

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

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

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

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

. Page 77 .Training Guide Oracle EBS R12 Inventory Step Action 4 Click the Customer Item Commodity Codes link. 7 Enter the desired information into the Commodity Code field. Enter "ATO". . 9 Enter the desired information into the Description field. The . 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. Enter "Assemble-to-order . . Step Action 6 Click in the Commodity Code field. parts". .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1 Click in the Description field. Page 153 . . 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. Enter "MugAA". the item description appears automatically. 1 . . 0 . 9 When you click in the Description field. 1 Click the Find button.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

9 Enter the desired information into the Account field. subinventory. Enter "Miscellaneous receipt". 1 Click the Transaction Lines button. . . . . 0 . and quantity 1 information about the item you are going to receive. 1 Use the Miscellaneous receipt page to enter item. Page 187 . .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". 7 This is the GL account to which you are going to charge the transaction. or Press [Alt+r].

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

. Page 205 . 8 Click in the Description field. .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Item field. or Press [Alt+i]. . . 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".

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

status not available for customer sale". 8 Click in the Description field. . 7 Enter the desired information into the Name field. . Enter "Immature". 9 Enter the desired information into the Description field. . 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 . Page 223 .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Name field.

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

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

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

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

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

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

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

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

. 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. 3 Click the vertical scrollbar. You . 2 Click the Inventory link. . 5 Use the Account Aliases page to create inventory account aliases GL accounts. Page 232 .

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

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

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

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

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

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

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

.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. . Page 240 . Enter "Under pick due to 0 inventory shortage". 2 End of Procedure. 1 . 1 Click the Save button.

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

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

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

1 The Supply/Demand Detail page depicts detailed information about the item. 0 . . Page 244 . or Press [Alt+S]. 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+F]. Page 245 . or Press [C].Training Guide Oracle EBS R12 Inventory Step Action 1 Click the File menu. 1 Click the Close Form menu. 3 . 2 .

or Press [Alt+D]. 4 . . Page 246 .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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

You enter 2 the shipping subinventory. or Press [Alt+r]. and optionally enter the destination subinventory if you . 3 . 1 . 4 . Step Action 1 Click in the Item field. know it at the time of shipment. Page 276 . 1 Enter the desired information into the Item field. Enter "AS18947".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.

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

Training Guide
Oracle EBS R12 Inventory

Procedure

Step

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

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Step

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

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Step

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

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

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

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Procedure

Step

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

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Step

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

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

Step

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

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

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

Procedure

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Step

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

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Step

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

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

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

Page 290 .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. 3 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. . . 3 Click the vertical scrollbar. 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 Procedure Step Action 1 Begin by navigating to the Query Material page. . 2 Click the Inventory link. Page 310 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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Step

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

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

Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Step

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

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Step

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

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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Step

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

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

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

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

. Page 363 .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Item field. 8 Click the Find button. Enter "AS18947". . . 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]. .

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

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

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

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

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

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

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

. . Click the vertical scrollbar. the System Items page. Page 371 . . 2 Click the Inventory link. . 3 Click the vertical scrollbar. 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.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Generate Kanban Cards page. .

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

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

2 Click the Inventory link. . . Click the vertical scrollbar. . . 4 Click the Planning: Safety Stocks link. 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. Page 374 . 5 Use the Find Item Safety Stocks page to search for existing safety stock information. . or to enter new safety stock information.

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

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

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

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

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

. Enter "Fingood".Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Subinventory field. 1 Use the Replenishment Count Lines page to enter item and quantity information for 5 your replenishment count. 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. or Press [Alt+i]. 1 Click the Lines button. 3 . Page 380 . 4 . 1 . .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

6 When you click in the Items field the System Items page appears automatically and . which you want to summarize demand. Step Action 7 Click in the Items field. . 8 Click in the Item: Low field. . Page 395 .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 . prompts you to enter the item information. 9 Enter the desired information into the Item: Low field. . Enter "AS18947". .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

you will submit an automatic schedule request. In this example. 2 . 1 Click the Submit button. 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.Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Cycle Count Name REQUIRED field. or Press [Alt+O]. 3 . 1 Click the OK button. 4 End of Procedure. Procedure Page 429 . . Enter 1 "OrganizationCount". or Press [Alt+m]. .

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 443 . Step Action 1 Click in the Class Name field. 1 Click in the Item field. You select the ABC 2 class to which the item belongs and optionally associate the positive and negative . 5 . 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". 1 Enter the desired information into the Class Name field. 3 . 4 .

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

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

Procedure

Step

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

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

Step

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

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Step

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

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Generate Physical Inventory Tags page. Page 479 . . A tag contains the count for a group of a given item. numbers. 2 Click the Inventory link. 3 Click the vertical scrollbar. 4 Click the Tag Generation link. . . 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 . Click the vertical scrollbar.

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

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

. 2 Click the Inventory link. . . 3 Click the vertical scrollbar. 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. . 5 Use the Physical Inventory Tag Counts page to enter the quantity for each tag. Page 482 . . Click the vertical scrollbar.

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

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

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

approve and reject . . Click the vertical scrollbar. 3 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. 4 Click the Approve Adjustments link. 5 Use the Approve Physical Adjustments Summary page to view. . physical counts. Page 486 . This page displays a summary of all count information. .

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

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

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

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

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

. Click the vertical scrollbar. . 4 Click the Physical Inventories link. . . You must select an existing physical inventory before you can open it to take the snap shot. Page 492 . 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. . 2 Click the Inventory link.

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

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

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