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

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

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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

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

. In this example. Defining Shortage Parameters A material shortage occurs whenever unsatisfied demand exceeds available quantity for the incoming supply of material. 0 . you will determine the WIP and Order Management shortage parameters for one of your organizations. Procedure Page 7 .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. 1 End of Procedure.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. Page 31 . . 0 .

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 45 . 9 .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. 2 Click the Assignment button.Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. 0 . system automatically assigns a sequence number and return type to the rule. 2 Use the Rules Workbench page to assign your picking rule. You can assign your rule to any combination of criteria the Rules Workbench page displays. The . or Press [Alt+A]. You can modify the sequence number. For example. The rule that you created 2 on the Inventory Picking Rules page appears on the Rules Workbench page. if you create a picking rule that allocates material by lot number in ascending order followed by locator in ascending order. but you cannot modify the return type. This means for picking. Page 46 . 1 . the system allocates the lowest lot number of the item in the lowest locator number where the item resides.

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

Training Guide Oracle EBS R12 Inventory Step Action 2 You have completed the Defining Picking Rules procedure. An item template does not update the value of status attributes when the values conflict. Procedure Page 48 . 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. The more recent attribute values override previous values unless the previous value is not updateable. 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. Your company operates in a process manufacturing environment. 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. For example.

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

You use item templates to . 7 Use the Item Template page to define new item templates. 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. Page 50 . or Press [Alt+N]. determine preset values for item attributes. .

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

Transactable. 4 . Page 52 . . You 5 must enable this attribute if you want to enable the attributes: Stockable. 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. BOM Allowed and Build in WIP.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. a customer item and an inventory item number. Page 71 . or Press [Alt+B]. .

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

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

Page 74 . 5 Use the Cross Reference Type page to create a cross reference type that you assign to . . . Click the vertical scrollbar. . 2 Click the Inventory link. 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.

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

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

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

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

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

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

0 End of Procedure. Enter "SALE". 8 . 9 . 1 Click the Save button. . 2 You have completed the Defining Category Sets procedure. Procedure Page 81 . 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. You need to create a category for children's apparel.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

8 . 6 . Page 99 . 4 . 1 This is the individual category to which you want to assign your item. Enter "ACCESSORY". 7 . 1 Enter the desired information into the Category field.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. 1 Click in the Category field. Enter "Container Item". 5 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

7 End of Procedure. Procedure Page 117 . In this example. 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. 6 .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. 1 You have completed the Updating Organization Level Items procedure. you will associate a manufacturer's part number to a system item. . You can assign the same item to multiple manufacturer's part numbers.

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

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

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

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

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

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

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

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

. 9 End of Procedure. In this example. receiving and move order transactions. Procedure Page 126 . 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. Before you can define item transaction defaults you must define at least one item. For move orders. and one locator within your organization. Defining Item Transaction Defaults You use the Item Transaction Defaults window to define a default subinventory for an item for shipping.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. 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

or Press [Alt+i].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. . 8 Enter the desired information into the Item field. . 9 Click the Find button. 0 . Page 143 . Enter "AS54888".

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. 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. . 2 Click the Inventory link. 4 Click the Report Types link. 5 Use the Find/Lots Jobs page to search for existing lots. . . Page 165 . .

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

2 . 1 . 0 . . 3 End of Procedure. 1 You have completed the Updating Lot Information procedure. Setting Up Lot Control Before you can use lot control.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. Page 167 . 1 Click the Save button.You can establish lot control for an item when you define it.

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

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

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

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

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

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

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

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

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

. 2 Click the Inventory link. . 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.Training Guide Oracle EBS R12 Inventory In this example. 3 Click the vertical scrollbar. Click the vertical scrollbar. Page 177 . .

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

Page 179 . 2 Click the Inventory link. you will create the lot action code discard.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. . In this example. . Procedure Step Action 1 Begin by navigating to the Maintain Actions page. 3 Click the vertical scrollbar. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. Page 228 . . Click the vertical scrollbar. 2 Click the Inventory link. 5 You use the Consumption Setup page to designate which transaction to use when you . consuming consigned or vendor-managed inventory. . 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.

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

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

You can view report.Training Guide Oracle EBS R12 Inventory Step Action 2 Enter the desired information into the Item field. you will create a miscellaneous account alias. and reserve against an 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. . you cause the account alias instead of an account number to refer to the account. 5 End of Procedure. 4 . In this example. 2 Click the Save button. During a transaction. Enter "AS54888". Procedure Page 231 . 3 .

4 Click the Account Aliases link. 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. . must create an inventory account alias if you wish to use an alias for that GL account in inventory transactions. You . . 2 Click the Inventory link. 3 Click the vertical scrollbar. .

You can change this account only if the account alias has not been . . Page 233 . 8 Click in the Description field. . referenced. 7 Enter the desired information into the Name field. 9 Enter the desired information into the Description field. Enter "miscellaneous". . Enter "miscellaneous . 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. account". 1 .Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Name field.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

You use the Type field to choose which type of shipment. Click the vertical scrollbar. . . organization to which you are shipping. Page 274 . You 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. You can only enter valid organizations that you defined on the Shipping Networks page. 4 You use the Inter-organization Transfer page to enter information about the . 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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Step

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

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

Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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

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

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

1 Click the FGI tree item. 2 . . 0 . or Press [Alt+S]. . 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. 1 . 1 Click the Status button. Page 339 . 1 Click an entry in the On-hand tree control.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

5 End of Procedure.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Save button. In this example. 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. 1 You have completed the Entering and Reloading Item Safety Stocks procedure. 4 . Procedure Page 377 . you will run a replenishment count. .

3 Click the vertical scrollbar. . 5 Use the Find Replenishment Count Headers page to create new replenishment .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. Click the vertical scrollbar. Page 378 . . counts. . . 2 Click the Inventory link. . 4 Click the Counts link.

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

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

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

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

.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 383 . . . 2 Click the Inventory link. . 3 Click the vertical scrollbar. new pull sequences. 5 Use the Find Pull Sequence page to search for existing pull sequences or to create . Click the vertical scrollbar.

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

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

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

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

2 You have completed the Defining Kanban Pull Sequences procedure. 1 . 9 . Defining Kanban Cards Procedure Page 388 . 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 End of Procedure. . Enter "10". 0 . 2 Click in the Number of Cards field. 2 . 2 Click the Save button.

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

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

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

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

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

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

. which you want to summarize demand. 9 Enter the desired information into the Item: Low field. . prompts you to enter the item information.Training Guide Oracle EBS R12 Inventory Step Action 4 Click the Planning: Demand History link. Step Action 7 Click in the Items 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 . Enter "AS18947". . Page 395 . 8 Click in the Item: Low field. .

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

interorganization transfers. and issues . to wip. 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. miscellaneous issues. 1 You have completed the Summarizing Demand Detail procedure. or Press [Alt+s]. Page 397 . 6 . 8 End of Procedure. . It shows 7 the sales order shipments.

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

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

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

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

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

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

Click the vertical scrollbar. Procedure Step Action 1 Begin by navigating to the ABC Compiles page. . In this example. 1 End of Procedure. Page 404 . you will define an ABC compilation for your organization.Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Purging ABC information procedure. 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. .

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

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

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

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

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

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

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

5 Use the ABC Classes page to create new ABC classes. . Page 412 . . 4 Click the ABC Codes: ABC Classes link. . .Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the ABC Classes page. You can 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. Click the vertical scrollbar. You can use ABC classes to . 3 Click the vertical scrollbar. 2 Click the Inventory link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. . 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. or Press [Alt+T]. . 4 Click the Cycle Counts link. 6 Click the Perform Full Cycle Count menu. Page 427 . . .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Procedure

Step

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

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

• Take a snapshot of inventory quantities. You can also purge only the physical inventory tags. Procedure Page 467 . Purging Physical Inventory Information Use the Purge Physical page to purge a physical definition from the database. • Purge physical inventory information. 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. you will purge the physical inventory tags associated with a physical inventory definition. • Approve physical inventory adjustments.Training Guide Oracle EBS R12 Inventory Physical Inventory A physical inventory is a periodic reconciliation of system on-hand balances with physical counts in inventory. you will be able to: • Define a physical inventory. • Process physical inventory adjustments. However. • Enter and void physical inventory tags. You can perform a physical inventory for an entire organization or for particular subinventories within an organization. • Generate physical inventory tags. Upon completion of this lesson. In this example. Physical inventories are usually performed once every six months or once a year depending on the organization requirements. You can perform physical inventories whenever you choose to verify the accuracy of your system on-hand quantities.

Page 468 . . . 2 Click the Inventory link. 4 Click the Physical Inventories link. 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. . 3 Click the vertical scrollbar.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Physical Inventories Summary page. . Click the vertical scrollbar. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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