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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Training Guide
Oracle EBS R12 Inventory

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

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

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Procedure Step Action 1 Begin by navigating to the Shipping Networks page. 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. Click the vertical scrollbar. . Page 18 . .Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Defining Organization Access procedure. 9 End of Procedure.

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

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

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

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

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

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

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

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

You enter information . or Press [Alt+N]. new subinventories. Step Action 6 Click the New button. about the subinventory.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 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Locator Sort Rank list. 8 . 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. The rule that you created 2 on the Inventory Picking Rules page appears on the Rules Workbench page. the system allocates the lowest lot number of the item in the lowest locator number where the item resides. You can modify the sequence number. You can assign your rule to any combination of criteria the Rules Workbench page displays. For example. but you cannot modify the return type. 1 . 0 . The . if you create a picking rule that allocates material by lot number in ascending order followed by locator in ascending order. This means for picking. 2 Use the Rules Workbench page to assign your picking rule. or Press [Alt+A]. 2 Click the Assignment button.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. Page 46 . system automatically assigns a sequence number and return type to the rule.

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

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

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

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

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

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

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

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

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

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

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

. 2 Click the vertical scrollbar. Create a pre-production item status that enables you to automatically set the needed item attributes. . 3 Click the Inventory link. .Training Guide Oracle EBS R12 Inventory Consider this scenario: You periodically make items that you do not want made available to customers. Procedure Step Action 1 Begin by navigating to the Item Status page.. 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. Page 58 .

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

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

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

3 Click the vertical scrollbar. Click the vertical scrollbar. . . 5 Use the Item Catalog Groups page to create a new item catalog. 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. . 2 Click the Inventory link. Page 62 . .

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

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

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

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

A customer . 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 . or Press [Alt+N]. . Page 67 . Step Action 6 Click the New button. item is the number that a customer uses to define an item.

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

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

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

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

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

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

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

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

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

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

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

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

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

Procedure Page 81 . 9 . Enter "SALE". You need to create a category for children's apparel. . 0 End of Procedure. 8 . 2 You have completed the Defining Category Sets procedure. 1 Click the Save button. Defining Categories A category is a logical classification of items that have similar characteristics. 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.

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

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

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

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

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

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

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

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

. Click the vertical scrollbar. Page 90 . . 2 Click the Inventory. 3 Click the vertical scrollbar. .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. In this scenario. Procedure Step Action 1 Begin by navigating to the Find Item Templates page.

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

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

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

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

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

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

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

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

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

. 0 End of Procedure. you will cross reference the obsolete part number to the current part number. 2 You have completed the Assigning Items to Categories procedure. 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. Procedure Page 100 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. 9 . In this example.

. You can assign multiple items to a cross reference type as well as assign an item to multiple cross reference types. Click the vertical scrollbar. 2 Click the Inventory link. item. . . 3 Click the vertical scrollbar. 4 Click the Cross References link. 5 Use the Cross Reference Types page to select a cross reference type to assign to an .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. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. Oracle Inventory automatically switches to the Master Item page when you define a new item. . . You define all items in the Master Item page. Page 122 . 3 Click the vertical scrollbar. 5 Use the Master Item page to define items. you enter only the . 2 Click the Inventory link. information you need to maintain the item. When you define items. 4 Click the Items: Master Items link. Click the vertical scrollbar. . 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.

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

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

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

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

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

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

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

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. 4 Click the Items: Master items link. . Page 130 .

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

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

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

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

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

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

3 . 2 . or Press [l].Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Tools menu. sell. 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. For example. or Press [Alt+T]. Page 137 . 1 Click the Item Relationships menu.

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

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

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

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

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

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

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

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

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

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

Page 148 . 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. . . button. 4 Click the Items: Master Items link.. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2 Enter the desired information into the Starting Prefix field. When you create additional lots for the item. the system uses this number as the starting lot .Training Guide Oracle EBS R12 Inventory Step Action 2 This is the starting prefix for the lot. 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. then the system uses this prefix when you . number. 2 . Step Action 2 Click in the Starting Prefix field. 2 This is the starting lot number. Enter "A". Page 173 . define a lot number for the item. the system increments each succeeding lot. 3 .

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

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

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

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

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

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

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

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

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

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

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

. 4 End of Procedure. you will perform a miscellaneous receipt of an item and assign an existing lot to the transaction. In this example.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. 3 . 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. 1 You have completed the Creating a New Lot procedure. Procedure Page 185 . You can choose to assign an existing lot or generate a new lot for the transaction.

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

4 .Training Guide Oracle EBS R12 Inventory Step Action or Press [C]. Page 199 . 1 Click the Apply button. 3 . Enter "Finished Good". 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. and 2 overlay the item information on the template to the new item definition. or Press [Alt+A]. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Material Transactions tab. Page 220 . . 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. 4 . and transaction type. . 6 End of Procedure. subinventory.

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

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

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

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

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

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

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

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

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

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

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

. Click the vertical scrollbar. . . 4 Click the Account Aliases link. 2 Click the Inventory link. . 3 Click the vertical scrollbar. 5 Use the Account Aliases page to create inventory account aliases GL accounts. Page 232 .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Account Aliases page. You . 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 6 Click in the Name field. . account". 7 Enter the desired information into the Name field. 1 . You can change this account only if the account alias has not been . 9 Enter the desired information into the Description field. Enter "miscellaneous". referenced. Page 233 . 8 Click in the Description field. 1 Click in the Account field. 1 This is the general ledger account to which you charge all transaction that use this 0 account alias. Enter "miscellaneous . .

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

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

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

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

. 2 Click the Inventory link. Procedure Step Action 1 Begin by navigating to the Transaction Reasons page. . 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. Click the vertical scrollbar. it does not satisfy your requirement. Page 238 . . 4 Click the Setup: Reasons link. .Training Guide Oracle EBS R12 Inventory locator. In this example.

Transaction . Enter "Under". reasons can be used in all desktop transaction pages and mobile pages. 7 Click in the Name field.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. Step Action 6 Click the New button. Page 239 . . . . 9 Click in the Description field. . You can use transaction treason with any type of material transaction.

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

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

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

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

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

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

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

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

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

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

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. . 0 . or Press [Alt+o]. Page 250 .

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

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

consigned and VMI information. resides as well as item information. . Enter "AS18947". . . or Press [Alt+i]. and transaction information. Enter .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. 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". Page 253 . 6 Click in the Item field.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Enter "FGI". 1 Enter the desired information into the To Subinv field. Enter "100". 1 Enter the desired information into the Subinventory field. 1 . 0 . the supplier determines the items. Page 277 . 2 Click the Save button. 2 You have completed the Transferring Between Organization Using Intransit 2 Processes procedure. 2 Enter the desired information into the Quantity field. 7 . 1 Click in the Quantity field. 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. Enter "Stores". 5 . 6 . . 1 Click in the To Subinv field.Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Subinventory field. quantities.s and delivery schedules on your behalf based on information the supplier receives from your inventory and procurement systems. 9 . In this example. you will perform a planning transfer transaction. End of Procedure. 8 .

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

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

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

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

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

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

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

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

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

In this example. Viewing Item Supply and Demand Information You use the Supply/Demand Detail page view the supply and demand information and the current and project available quantities of an item. 5 . Procedure Page 297 . . 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. 2 You have completed the Viewing On-hand Quantities procedure.

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

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

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

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

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

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

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

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 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Select option. and the allocated quantity. Page 346 . 1 . or Press [Alt+U]. You can view the item and subinventory . the requested quantity. 0 . 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. information. You can also transact the move order line from this page.

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

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

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

Procedure Page 350 . or Press [Alt+O]. Generating Move Order Requisitions Use the Move Orders page to manually create new move orders.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the OK button. you will generate a move order requisition. . 0 End of Procedure. 9 . 2 You have completed the Allocating and Transacting Move Orders procedure. 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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Procedure Page 361 . • Define kanban cards. and how much should your order? Upon completion of this lesson. you will manually trigger kanban replenishment. You can however. • Define kanban pull sequences. you will be able to do: • Summarize demand detail. In this example. • Enter and process replenishment counts. • Generate a forecast. • Define a forecast rule. 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. you can replenish it systematically. • Print kanban cards. • Replenish kanban cards. • Generate kanban cards. • Purge replenishment counts. This will change the card status to empty and trigger the necessary transactions to refill the kanban. Replenishing Kanban Cards When a kanban card is empty. • Enter and reload item safety stocks.

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

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

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

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

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

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

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

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

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

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

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

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

3 Click the vertical scrollbar. 2 Click the Inventory link. . Page 374 . . 4 Click the Planning: Safety Stocks link. 5 Use the Find Item Safety Stocks page to search for existing safety stock information. . . . 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 375 . 7 Use the enter Item Safety Stocks page to enter safety stock. or Press [Alt+N].Training Guide Oracle EBS R12 Inventory Step Action 6 Click the New button.

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

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

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

The souring information is pulled from information you previously specified. 9 Enter the desired information into the Name field.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 . 0 . Step Action 8 Click in the Name field. . Enter "Finreplen". You enter the name of the replenishment. Page 379 . . and the subinventory to be replenished. to replenish inventory. 1 Click in the Subinventory field.

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

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

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

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

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

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 The Source Type is the source of the material from you replenish. 1 Click the Source Type list. 0 . Page 385 . Enter "AS54888".

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

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

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

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

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

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

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

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

Page 394 . . 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. In this example. . you will view the demand detail for an item. 2 Click the Inventory link.

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

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

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

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

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

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

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

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

. . or Press [Alt+O]. 1 Click the OK button. 7 Click the Tools menu. 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]. 9 Click the OK button. 0 . or Press [Alt+T].

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

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

. 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. 0 . Enter "ABC Compile for the 1 Seattle Org". Enter "SeattleCompile". . 1 Click in the Description field. Page 406 . 9 Enter the desired information into the Compile Name field. . . Step Action 8 Click in the Compile Name field.

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

Training Guide Oracle EBS R12 Inventory Step Action 2 You have completed the Defining and Running an ABC Compile procedure. 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. 0 End of Procedure. . In this example. Defining ABC Item Assignments When you define ABC assignment you specify the cutoff point for each ABC class. Procedure Page 408 .

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

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

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

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

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

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

2 Click the Inventory link. . Page 415 . 5 Use the ABC Assignment Groups page to create and ABC assignment group and . associate it with an ABC compile. . Click the vertical scrollbar. 4 Click the ABC Assignment Groups link. 3 Click the vertical scrollbar. .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. 1 Click in the Valuation Scope field. . . . 1 When you click in the Valuation Scope field the valuation scope appears 0 automatically. . Enter "SeattleCompile". 1 . Page 416 . 7 Enter the desired information into the Group Name field. Enter "onhandquantity". 9 Enter the desired information into the Compile Name field. 8 Click in the Compile Name field. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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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Oracle EBS R12 Inventory
Step Action 4 Click the Cycle Counts link. . 5 Use the Cycle Count Summary page to query for existing cycle count header . information.

Step

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

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

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Oracle EBS R12 Inventory

Step

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

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Oracle EBS R12 Inventory

Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Step Action 6 Click the New button. . and to create new physical inventories. inventory. 7 Use the Define Physical Inventory page to enter the parameters for your physical . 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 .

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

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

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

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

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

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

4 Click the Tag Generation link. Page 479 . Click the vertical scrollbar. . 3 Click the vertical scrollbar. A tag contains the count for a group of a given item. . 2 Click the Inventory link. 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. Although you can record only one item on a tag. numbers. . 5 Use the Generate Physical Inventory Tags page to generate physical inventory tag .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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