Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

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Training Guide
Oracle EBS R12 Inventory

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Training Guide
Oracle EBS R12 Inventory

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

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Training Guide
Oracle EBS R12 Inventory

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

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

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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

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

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

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

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

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

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

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

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

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

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

interorganization transfers. System administrators determine which responsibilities a user can access when they establish system security. you must then explicitly define the organizations to which all responsibilities can access. . Once you restrict any responsibility to an organization. you assign organization access to a responsibility. Step Action 6 Click the New button. and item search. 7 This is the Organization to which you want to restrict access. .Training Guide Oracle EBS R12 Inventory Step Action 5 Use the Organization Access page to assign an organization to a responsibility. all responsibilities have access to all organizations. Users can still specify any valid organization when running these functions. if there are no restrictions entered for an organization. Page 16 . Organization access does not restrict access to functions that cross multiple organizations such as ATP. then it can be accessed by all responsibilities. Until .

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

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

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

Page 20 . destination organization. 1 If you select Intransit. 0 . Enter "M7". . 8 Click in the To field. 1 Click the Transfer Type list.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 . 9 Enter the desired information into the To field. then the system performs an intermediary move first. If you 1 choose this type of transfer. Enter "M1". 7 Enter the desired information into the From field. . . .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

An item template does not update the value of status attributes when the values conflict. Defining Item Templates An Item template is a defined set of attribute values. . if an item is transactional and stockable. Your company operates in a process manufacturing environment. Procedure Page 48 . You need to create an item template that automatically defaults item attributes that you typically use in your process manufacturing environment. The more recent attribute values override previous values unless the previous value is not updateable. For example. 8 End of Procedure.Training Guide Oracle EBS R12 Inventory Step Action 2 You have completed the Defining Picking Rules procedure. When you apply a template to an item you overlay a set of values to the item definition. Consider this scenario: you are a product manager for an ice cream manufacturer. You can apply the same or different templates to an item multiple times. 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. . Click the vertical scrollbar. 5 Use the Find Item Templates page to search for existing item templates or you can . . . 3 Click the vertical scrollbar. Page 49 . . 2 Click the Inventory link. create new item templates. 4 Click the Items: Templates link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. Procedure Step Action 1 Begin by navigating to the Customer Item Commodity codes page. Page 76 . Click the vertical scrollbar. you will define a commodity code for assemble-to-order items. 2 Click the Inventory link. . 3 Click the vertical scrollbar.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. In this example.

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

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

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. . You can use categories and . . 5 Use the Category Sets page to create category sets. . . Click the vertical scrollbar. . Step Action 6 Click in the Name field. 2 Click the Inventory link. 4 Click the Category Sets link. 3 Click the vertical scrollbar. Page 79 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

If revision control is enabled at the organization level. Enter "DropShip". 3 . You use revision control to track item quantities by revision and to specify a revision for each material transaction. you will create a revision for an item. the system checks for on-hand quantity within the organization. or function of the item. Defining Item Revisions A revision is a particular version of an item. fit. 1 You have completed the Defining Item Transaction Defaults procedure. In this example. 2 . 1 Enter the desired information into the Subinventory field. If revision control is enabled at the master-item level. 1 Click the Save button.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. 1 . bill or material or routing. 4 End of Procedure. You cannot change the revision control revision control item attribute when an item has on-hand quantity. then the system checks for onhand quantity against all organizations within the master item organization. Procedure Page 129 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

item number. . Page 178 . and lot status.Training Guide Oracle EBS R12 Inventory Step Action 5 Use the Find/Lots Jobs page to search for existing lots. End of Procedure. . 8 You have completed the Displaying Lot Information procedure. 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].

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

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

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

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

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

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

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

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

. . . subinventory. Enter "01-580-7740-0000-000". . or Press [Alt+r]. 7 This is the GL account to which you are going to charge the transaction.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. 0 . 9 Enter the desired information into the Account field. Enter "Miscellaneous receipt". 1 Click the Transaction Lines button. 8 Click in the Account field. 1 Use the Miscellaneous receipt page to enter item. Page 187 .

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

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

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

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

or Press [Alt+d]. Page 192 . 9 Use the Item Lots page to view information about existing lots. . 8 Click the Find button. lot genealogy. Before you can view . .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Item field. Enter "PT55166". . 7 Enter the desired information into the Item field. you must select an existing 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. or Press [Alt+i]. 1 . The Lot Attributes tab 2 contains information about the lot.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Lot field. The Item Details alternative region contains . information about the item and the Lot alternative region contains information about the lot. 0 . 1 The Genealogy page depicts the genealogy of a particular lot. It also provides the document type that you used to receive it into inventory. 1 Click the View Genealogy button. Page 193 .

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

5 Use the Find Serials page to search for existing serial numbers. Click the Vertical scrollbar. 2 Click the Inventory link. Page 204 . . 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. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating the Transaction Types page. Page 235 . 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. . Click the vertical scrollbar. transaction entry. . . 4 Use the Transaction Types page to define additional transaction types to customize . 2 Click the Inventory link.

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

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

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

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

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

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

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

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

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

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

. Page 246 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Details button. 4 . or Press [Alt+D]. 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. 1 You have completed the Viewing Potential Shortages procedure. and correct pending transactions before validation. 1 Click the Close Form menu. 6 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the File menu. . or Press [Alt+F]. 8 End of Procedure. or Press [C]. 7 . edit. Page 247 .

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

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

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

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

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

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". resides as well as item information. 7 Enter the desired information into the Item field. consigned and VMI information. 9 The Location tab of the Material Transactions page depicts where the item currently . or Press [Alt+i]. Enter "AS18947". . . . 6 Click in the Item field. Page 253 . 8 Click the Find button. Enter . and transaction information.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Enter "Stores". 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 Click in the To Subinv field. 7 . 6 . Procedure Page 273 . Enter "15". 8 End of Procedure. 5 . 1 Click the Save button. 4 . 1 Enter the desired information into the To Subinv field. In this example you will transfer an item to another organization. .Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the Quantity field.

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

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

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

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

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

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

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

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

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

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

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

2 . then the quantity pane summarizes the information for each organization. Page 295 . if you select. If you select a particular organization. displays information for the subinventories of the organization. For example. the top-level Organizations node. As you navigate through the tree structure. 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. each material location type differs. Step Action 1 Click an entry in the Organizations tree control. It lists each type 1 of material location as a different node under an organization. When you view material in a receiving location. 3 . the information under . you can see material in receiving sub inventories within the organization. then the Quantity pane. 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.

1 Click the horizontal scrollbar.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. 9 . 2 Click the horizontal scrollbar. 2 Click the horizontal scrollbar. 4 . 1 Click the horizontal scrollbar. 0 . 8 . 6 . Page 296 . 4 . 1 . 1 Click the horizontal scrollbar. 7 . 3 . 1 Click the horizontal scrollbar. 2 . 2 Click the horizontal scrollbar. 5 . 1 Click the horizontal scrollbar.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

5 Use the Query Material page to enter search criteria that determines what appears on . 2 Click the Inventory link. Click the vertical scrollbar. 3 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. the Material Workbench page. . Page 317 . . .

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

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

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

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

. 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. . Click the vertical scrollbar. . Page 322 . 4 Click the On-hand Quantity link. . 2 Click the Inventory link.

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

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

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

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

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Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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Step

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

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

Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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

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

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

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

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

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

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

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

. 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. 2 Click the Inventory link. Page 344 . 3 Click the vertical scrollbar. Click the vertical scrollbar. 5 Use the Move Order Lines page to find the move orders you need to transact. . . .

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

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

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

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

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

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

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

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

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

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

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

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

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. . . Page 368 . . cards. . 3 Click the vertical scrollbar. 4 Click the Kanban: Print Kanban Cards link. 5 Use the Parameters page to restrict the parameters for which you want to print kanban .

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

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

Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Generate Kanban Cards page. . . 4 Click the Kanban: Generate Kanban Cards link. the System Items page. Page 371 . 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. . Click the vertical scrollbar. . . 2 Click the Inventory link. 3 Click the vertical scrollbar.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

• Define ABC assignment groups. Purging ABC Information You can submit a concurrent request to purge either ABC assignment groups or ABC compile information. you will submit a request to purge an ABC assignment group. Procedure Page 401 . 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. and items of lower value less 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. • Define ABC item assignments. • Purge ABC item information. 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. • Update ABC item assignments. Up on completion of this lesson you will be able to: • Define and run an ABC compile. In this example. • Define an ABC classes.

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

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

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

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

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

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

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

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

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

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

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

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

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

4 Click the ABC Assignment Groups link. . 5 Use the ABC Assignment Groups page to create and ABC assignment group and . associate it with an ABC compile. Page 415 . . . 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 ABC Assignment Groups page.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. .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]. 7 Enter the desired information into the Cycle Count field. Enter "M1_DAILY". or Press [S]. 0 . Page 431 .

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

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

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

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

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

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

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

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

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

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

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

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

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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Oracle EBS R12 Inventory

Step

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

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Step

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

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

5 Use the Cycle Counts Summary page to search for existing cycle counts. 3 Click the vertical scrollbar. . 4 Click the Cycle Counts link. Page 463 . . . 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. 2 Click the Inventory link. Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the Physical Inventories Summary page. 3 Click the vertical scrollbar. 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. . Page 492 . . . . 4 Click the Physical Inventories link.

Training Guide Oracle EBS R12 Inventory Step Action 6 Click the vertical scrollbar. . Oracle Inventory does not stop inventory processing during a physical inventory. 8 Click the Open button. or Press [Alt+O]. Page 493 . 7 Click in the Physical Inventory field. 1 You should clear the pending transactions and transactions open interface before you 0 take a snapshot of your inventory quantities. . 9 Use the Define Physical Inventory page to enter the physical inventory parameters. 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. .

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