Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

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Training Guide
Oracle EBS R12 Inventory

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Training Guide
Oracle EBS R12 Inventory

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

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Oracle EBS R12 Inventory

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

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

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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3 .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 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. . Page 50 . determine preset values for item attributes. or Press [Alt+N]. You can then apply the item template when you define an item on in the Master Item page.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. . 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. 6 . In this example. Defining Manufacturer Part Numbers You can define manufacturer part numbers for items. 7 End of Procedure. 1 You have completed the Updating Organization Level Items procedure. Procedure Page 117 . You can assign the same item to multiple manufacturer's part numbers.

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

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

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

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

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

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

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

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

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

5 Use the Find Item Transaction Defaults page to create new item transaction defaults. 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. . . . 2 Click the Inventory link. 3 Click the vertical scrollbar. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Step Action 6 Click the All list item. . . . 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 Item Information page. When you select All you can view information for an item in all organizations where it is defined depending on your functional security. 4 Click the Items: Item Information link. Page 161 . 5 Use the Find Item Information page to set the viewing criteria for viewing item . information. . . Click the vertical scrollbar.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2 . . field then the Generate Lot button does not . or Press [Alt+G]. . 1 . you must click in the 0 Lot. Page 184 . field. appear. 1 Click the Generate Lot button. 9 Enter the desired information into the Item field. If you do not click in the Lot.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. 1 Click in the Lot field. Enter "678910".

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

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

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

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

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

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

. 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. Page 191 . . 5 Use the Find Lots/Jobs page to search for existing lots. . Click the vertical scrollbar. . . 2 Click the Inventory link.

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 228 . . . Click the vertical scrollbar. 3 Click the vertical scrollbar. consuming consigned or vendor-managed inventory.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. 5 You use the Consumption Setup page to designate which transaction to use when you . .

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

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

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

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

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

In this example. . 1 You have completed the Defining Account Aliases procedure. 3 . Oracle Inventory also uses transaction types to identify certain transaction to include in historical usage calculations for ABC analysis or forecasting. you will create transaction type for a goodwill donation. Procedure Page 234 . 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. Defining Transaction Types A transaction type is the combination of a transaction source type and a transaction action. Enter "01-110-6100-0000-000". 1 Click the Save button. 2 . 4 End of Procedure.

2 Click the Inventory 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. . 3 Click the Setup: Types link.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating the Transaction Types page. Page 235 . . 4 Use the Transaction Types page to define additional transaction types to customize .

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

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

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

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

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

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

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

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

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

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

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. .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Details button. Page 246 .

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

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

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

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

Page 251 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Serial button. or Press [Alt+r]. . Viewing Material Transactions You can view detail associated with inventory transactions. you will search for all transaction performed on item AS18947 in the last six months. In this example. 3 End of Procedure. . 1 You have completed the Viewing Pending Transactions procedure. 1 . You can search for transaction information by entering a combination of search criteria. 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 . You can choose to search on a variety of information. 3 Click the Material Transactions link. Page 252 . criteria. Click the vertical scrollbar. . . 2 Click the Inventory link. .Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the Find Material Transactions page.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Procedure

Step

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

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Step

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

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Step

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

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

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

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Procedure

Step

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

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Step

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

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

Step

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

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

you can see material in receiving sub inventories within the organization. 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. then the Quantity pane. if you select. 1 Click an entry in the M1 tree control. then the quantity pane summarizes the information for each organization. Page 295 . the top-level Organizations node. When you view material in a receiving location. If you select a particular organization. The quantity pane summarizes the material information at the next lower level from the current tree node. displays information for the subinventories of the organization. 3 . each material location type differs. the information under . 2 . 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. As you navigate through the tree structure. For example.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

3 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 Inventory link. 4 Click the On-hand Quantity link. . . 5 Use the Query Material page to enter search criteria that determines what appears on . Click the vertical scrollbar. Page 310 .

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

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

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

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

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

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

Page 317 . . 5 Use the Query Material page to enter search criteria that determines what appears on . . . the Material Workbench page. 4 Click the On-hand Quantity link. .Training Guide Oracle EBS R12 Inventory 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.

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

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

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

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

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

. your organization. Page 323 .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 . 7 Click the Find button. or Press [Alt+n]. .

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

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

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

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

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

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

Page 340 . 5 End of Procedure. You can view the effective status only for on-hand quantity. 4 . or serial. 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. locator. 1 You have completed the Viewing Status Information procedure. . . 3 lot.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Click the vertical scrollbar. Upon completion of this lesson. you will be able to maintain accounting periods.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. Maintaining Accounting Periods Use the Inventory Accounting periods page to open and close accounting periods. you will open a future accounting period. Page 398 . In this example. Procedure Step Action 1 Begin by navigating to the Inventory Accounting Periods page .

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

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

• Update ABC item assignments. • Define ABC assignment groups. • Define ABC item assignments. Up on completion of this lesson you will be able to: • Define and run an ABC compile. ABC refers to rankings you assign to your items because of this analysis where A items are ranked higher than B items and so on. • Purge ABC item information. 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. 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. In this example. You can optionally use the ABC analyses you compile to drive your cycle counts where you might count items of high value (A items) very frequently. • Define an ABC classes. Procedure Page 401 .

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

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

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

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

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

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

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

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

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

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

3 Click the vertical scrollbar. . 2 Click the Inventory link. 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. 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. Page 412 . Click the vertical scrollbar.

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Group Name field. 7 Enter the desired information into the Group Name field. . Enter "SeattleCompile". . Page 416 . Enter "onhandquantity". 1 . . 1 Click in the Valuation Scope field. 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 1 Click the Group Classes button. 4 . Enter "Highest". or Press [Alt+p]. 5 . 2 . Step Action 1 Click in the Class Name field. 1 Use the ABC Group Class Assignment page to associate ABC class with an ABC 3 assignment group and an ABC compile. Page 417 . 1 Enter the desired information into the Class Name field.

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

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

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

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

• Approve cycle counts. You use this concurrent request to purge cycle count information. Cycle counting enables you to keep inventory records accurate by correcting errors between the system on-hand (perpetual) and actual on-hand (physical) quantities. • Enter cycle counts. and planning production. In this example. • Enter manual schedule requests. Accurate system on-hand quantities are essential for managing supply and demand.Training Guide Oracle EBS R12 Inventory Cycle Accounting Cycle counting it the periodic counting of individual items throughout the course of the year to ensure the accuracy of inventory quantities and values. • Approve cycle count adjustments. Purging Cycle Count Information Use the Cycle Counts Summary page to access the Purge Cycle Count Parameters page. • Generate automatic schedules. Cycle counting can also be a valuable tool to help identify patterns in the errors found. you will purge cycle count information. • Generate count requests. • Purge cycle count information. maintaining high service levels. • Request the cycle count list. Procedure Page 422 . • Define cycle count classes. Upon completion of this lesson. you will be able to: • Define and maintain a cycle count.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1 Enter the desired information into the Count Quantity field. 5 . . 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. 9 . 2 . 4 . 1 Click in the Count Quantity field. Enter "150". 0 . 1 Click in the Count Quantity field. Enter "330". The System Quantity is the current on-hand balance in the system. 1 Click in the Count Quantity field. . 1 Enter the desired information into the Count Quantity field. Enter "4000". 8 . 1 End of Procedure. Page 439 . 7 . 3 . 2 You have completed the Entering Cycle Counts procedure. 6 . 1 Enter the desired information into the Count Quantity field. 1 Click in the Count Quantity field. 1 Enter the desired information into the Count Quantity field. Enter "118".

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

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

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

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

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

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

Procedure

Step

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

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

Step

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

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

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Step

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

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Step

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

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. . 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. 4 Click the Physical Inventories link. . Page 476 . . 5 Use the Physical Inventories Summary page to process physical inventory . 3 Click the vertical scrollbar. adjustments. Step Action 6 Click the vertical scrollbar. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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