Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

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Training Guide
Oracle EBS R12 Inventory

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

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

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

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

Serial Control.................................................................................................................196
Setting Up Serial Number Control..........................................................................................196 Maintaining Serial Number Information.................................................................................203 Generating Serial Numbers.....................................................................................................206
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Oracle EBS R12 Inventory
Assigning Serial Numbers......................................................................................................209 Viewing Serial Number Genealogy........................................................................................216

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

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

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

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

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

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

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

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

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

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

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Training Guide
Oracle EBS R12 Inventory

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

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Oracle EBS R12 Inventory

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

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

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

you will set up an intransit transfer type for your organization. Procedure Step Action 1 Begin by navigating to the Shipping Networks page.Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Defining Organization Access procedure. . Page 18 . . Click the vertical scrollbar. 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. In this example.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

at item definition. . Page 63 . . 7 Click in the Name field. You can also determine whether the descriptive element is required . . and whether the descriptive element value is included by default in the item catalog description. Enter "Mugs".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. . or Press [Alt+D]. 9 Click the Details button. 8 Enter the desired information into the Name field.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Enter "Obsolete part 5 number". 4 . 1 You have completed the Assigning Cross Reference Types procedure. This is for information and reporting purposes only. . 1 Click in the Value field. 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. 2 . 6 . In this 1 case the obsolete part number. Enter "FG18947".Training Guide Oracle EBS R12 Inventory Step Action 1 The value you enter is the entity you would like to cross reference to the item. Specifying Recommended Categories You can recommend categories for an item catalog group. 1 Click the Save button. You can print the list of categories and use the list of recommended categories when you define items. In this example. 1 Click in the Description field. 1 Enter the desired information into the Description field. 7 End of Procedure. 3 . Procedure Page 103 . . .

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

Page 105 .Training Guide Oracle EBS R12 Inventory Step Action 6 Click the Details button. 7 Use the Item Catalog Group page to specify categories for reporting purposes. 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 the desired information into the Category Set field. 1 Click the Save button. 1 Enter the desired information into the Category field. Enter "BEST". Enter "Freight Class". 0 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Category Set field. 3 . 4 . 1 . 2 . 1 Click in the Category field. Page 108 .

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

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

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

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

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

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

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

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

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

. Page 118 .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 . . 2 Click the Inventory link. part number. 3 Click the vertical scrollbar. Click the vertical scrollbar. 4 Click the By Manufacturers link.

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

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

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

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

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

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

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

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

. 4 Click the Item Transaction Defaults link. . 3 Click the vertical scrollbar. 5 Use the Find Item Transaction Defaults page to create new item transaction defaults. .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Item Transaction Defaults page. Page 127 . . 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. . 0 . Shipping is the default transaction type that appears. . You do not need to modify the Default For field. 7 Use the Item Transaction Default page to assign transaction default subinventories to . Page 128 . items. . 1 This is the default shipping subinventory for the item. Step Action 8 Click in the Item field. Enter "AS18947". 9 Enter the desired information into the Item field.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

In this example. . . 2 Click the Inventory link.Training Guide Oracle EBS R12 Inventory Assigning Items to Organizations After you create an item you assign it to specific organizations. For example. you can select Reorder Point planning for an item in one organization. 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. you will assign a finished good to an existing organization. You use the Organization Item page to change organization-level attributes. Page 147 .

Page 148 . . .. 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. button. . .Training Guide Oracle EBS R12 Inventory Step Action 3 Click the vertical scrollbar.

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

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

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

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

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

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

1 Click the Description Default option. 1 Enter the desired information into the Catalog Group field. Page 155 . 7 . 8 .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. 1 Click in the Name field. . Enter "Mugs". 6 . 5 .

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

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

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

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

. Depending upon the functional security assigned to your responsibility. Procedure Page 160 . a sine organization and its master organization. 4 End of Procedure. or across all organizations. In this example. Viewing Item Information You can use the Find Item Information to quickly view all attributes categories. we will view the Inventory Planning Method across all organizations for item AS18947.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. The functional security assigned to your responsibility determines for which organizations you can view item information. you can view the information for an item in a single organization.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. Page 232 . 4 Click the Account Aliases link. . 5 Use the Account Aliases page to create inventory account aliases GL accounts. . 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.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Account Aliases page. You . Click the vertical scrollbar. . 2 Click the Inventory link.

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

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

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

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

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

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

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

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

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

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

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

1 The Supply/Demand Detail page depicts detailed information about the item. Page 244 . 0 . 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

4 Click the Currency tab. 5 .Training Guide Oracle EBS R12 Inventory Step Action 4 Click in the Transaction Date field. 1 . 1 . 2 . . 0 . 6 . 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. 8 . 4 The Type tab displays the transaction type information. 5 Click in the Currency field. Page 258 . 4 Click in the Transaction Date field. 4 Click the Type tab. 4 . 4 Click in the Subinventory field. 5 Click the Comments tab. 7 . 4 Click the Location tab. .

you will transfer an item directly to another organization. 4 End of Procedure. Transferring Directly Between Organizations You use direct interorganization transfers to move inventory directly from a shipping organization to a destination organization. In this example.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. There is no intermediary step when you perform a direct interorganization transfer. . 5 You have completed the Viewing Material Transactions procedure. . Procedure Page 259 . 5 Click in the Reason field. 3 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. 3 Click the Inter-organization Transfer link. . organization to which you are shipping. You can only enter valid organizations that you defined on the Shipping Networks page. .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. The shipment number uniquely identifies and item or group of items to transfer. Page 274 .

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

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

1 Click in the Quantity field. 1 Enter the desired information into the Subinventory field. 2 Click the Save button. 9 . End of Procedure. quantities. 6 . 1 Enter the desired information into the To Subinv field. Page 277 . 0 . . Enter "Stores". 7 . you will perform a planning transfer transaction. In this example. 8 . 5 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Subinventory field. 1 . 2 Enter the desired information into the Quantity field. the supplier determines the items. 1 Click in the To Subinv field. Enter "FGI". Enter "100". 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. 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 311 . . 8 Click the View By list. you must View By grade. . 7 To update the grade of a lot. .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 . .

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

1 Click an entry in the M1 tree control. 1 Click the S00287 tree item. 8 . 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 an entry in the Strawberries tree control. 9 . 6 . 7 . 5 . Page 314 .

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

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

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

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

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

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

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

. the Material Workbench page. . 4 Click the On-hand Quantity link. Page 322 . 3 Click the vertical scrollbar. Click the vertical scrollbar. 2 Click the Inventory link. .Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the Query Material page. . 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 Item / Revision field. . or Press [Alt+n]. 7 Click the Find button. 8 The Material Workbench page provides you with information about the material in . your organization. . Page 323 .

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

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

Training Guide
Oracle EBS R12 Inventory
Step Action 1 Click in the Subinventory field. 8 . 1 Enter the desired information into the Subinventory field. Enter "Stores". 9 . 2 Click the OK button. 0 . or Press [Alt+O]. 2 Click the OK button. 1 . or Press [Alt+O]. 2 Use the Move Orders page to approve the mass move. A move order is a formal 2 request for the movement of material within a single organization. .

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Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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Step

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

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

Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. . Page 404 . 1 End of Procedure. Procedure Step Action 1 Begin by navigating to the ABC Compiles page. you will define an ABC compilation for your organization. Click the vertical scrollbar.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. In this example.

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

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

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

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

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. can enter the sequence number. 2 Click the Inventory link. the inventory value. . . or the % items from the ABC Descending Value Report for the last item to be included in each ABC class. . Click the vertical scrollbar. 4 Click the Assign Items link. Step Action 6 Click in the ABC Group field. . Page 409 . You . .

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

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

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

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

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

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

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

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

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

Click the vertical scrollbar. 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. . . . . 5 Use the Update ABC Item Assignments page to change the ABC item class. Page 419 . 2 Click the Inventory link. 3 Click the vertical scrollbar. .

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

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

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

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

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

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

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

or Press [Alt+T]. 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. . . 3 Click the vertical scrollbar. Page 427 . 6 Click the Perform Full Cycle Count menu.

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

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

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

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

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

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

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

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

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

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

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

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

Click the vertical scrollbar. .Training Guide Oracle EBS R12 Inventory Defining Cycle Count Items You need to load items in to your cycle count before you can schedule or count them. 2 Click the Inventory link. delete. Procedure Step Action 1 Begin by navigating to the Cycle Count Summary page. . In this example. There are two methods you can use to do this. The first is to specify an existing ABC group from which to load your items. The second method is to enter. or update he items you want included or excluded using the Cycle Count Items page. Page 440 . you will use the Cycle Count Items page to adds items to your cycle count.

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

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

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

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

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

Procedure

Step

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

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

Step

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

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

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Step

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

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Step

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

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Step Action 6 Click the New button. 7 Use the Define Physical Inventory page to enter the parameters for your physical . Page 472 . or Press [Alt+N]. 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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