Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

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Training Guide
Oracle EBS R12 Inventory

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Training Guide
Oracle EBS R12 Inventory

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

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Training Guide
Oracle EBS R12 Inventory

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

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

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

0 .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 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. 2 Click the vertical scrollbar. Page 58 .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. 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. Click the vertical scrollbar. 3 Click the Inventory link. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

7 Enter the desired information into the Commodity Code field. . 5 Use the Customer Item Commodity Codes page to create commodity codes. The . 8 Click in the Description field. parts". 9 Enter the desired information into the Description 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. . Enter "ATO". Page 77 . . Enter "Assemble-to-order . Step Action 6 Click in the Commodity Code field. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1 . 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 [Alt+T]. 2 .Training Guide Oracle EBS R12 Inventory Step Action or Press [Alt+i]. or Press [a]. Step Action 1 Click the Tools menu. 1 Use the Category Assignment page to assign your item to a group of categories.

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

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

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

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

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

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

Page 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.

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

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

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

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

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

. 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. Click the vertical scrollbar. 3 Click the vertical scrollbar. 5 Use the Find Organization Items to enter item search criteria. . 2 Click the Inventory link. Page 111 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

7 Click the Item / Subinventory button. Page 158 . . subinventory. 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 . .

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

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

Page 161 . . 2 Click the Inventory link. information. Click the vertical scrollbar. 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. . . . . Step Action 6 Click the All list item.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Item Information page. 4 Click the Items: Item Information link. 3 Click the vertical scrollbar.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

8 . 7 .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. You can choose to enter search criteria. Page 176 . 3 Click the Save button. Displaying Lot Information You use the Item Lots page to view lot information. or leave the search criteria blank. . 9 End of Procedure. 3 You have now completed the Setting Up Lot Control procedure. Enter "8". 6 . 3 Enter the desired information into the Shelf Life Days field. If you leave the search criteria blank.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

.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.

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 2 Click the Save button. In this example. you will view the material transactions for an item. 2 You have completed the Assigning Serial Numbers procedure. . 4 . 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 . 5 End of Procedure.

4 User the Find Serials page to search for existing serial numbers. Click the vertical scrollbar. Page 217 . . 6 Enter the desired information into the Item field. . 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. . . Enter "WM579".

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

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

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. subinventory. 1 You have completed the Viewing Serial Number Genealogy procedure. 4 . and transaction type. . Page 220 .

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

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

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

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

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

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

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

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

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

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

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

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

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

Procedure Page 234 . Enter "01-110-6100-0000-000". 4 End of Procedure. 1 You have completed the Defining Account Aliases procedure. It is used to classify a particular transaction for reporting and querying purposes. 1 Click the Save button. you will create transaction type for a goodwill donation. In this example. 2 .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. . Defining Transaction Types A transaction type is the combination of a transaction source type and a transaction action. 3 .

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

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

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

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

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

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

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

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

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. Enter "CM66372".Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Item field. . . 8 Click the Find button. . 7 Enter the desired information into the Item field. It . or Press [Alt+i]. Page 243 .

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

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

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

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

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

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

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

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

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

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

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

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

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

8 . You use the Account tab to view the account information associated with transaction as well as the transaction value and transaction type. . 3 Click the Distributions button. 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. Page 257 . 3 Click the horizontal scrollbar. 7 . 9 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Procedure

Step

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

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Step

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

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Step

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

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

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

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Procedure

Step

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

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Step

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

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

Step

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 318 . . 7 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 Query field.

1 Click an entry in the On-hand tree control. 1 . or Press [Alt+T]. 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. 2 . Page 319 . . . 1 Click the Tools menu. 0 . 1 Click the Defective tree item.

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

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

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

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

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

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

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

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Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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Step

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

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

Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Step

Action 1 Begin by navigating to the Move Orders page. . Click the vertical scrollbar. 2 Click the Inventory link. . 3 Click the vertical scrollbar. . 4 Use the Move Orders page to manually generate move order requisitions. .

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Step

Action 5 Click in the Number field. . 6 Enter the desired information into the Number field. Enter "1234". . 7 Click in the Description field. . 8 Enter the desired information into the Description field. Enter "Transfer to Staging". . 9 Click in the Transaction Type field. . 1 Enter the desired information into the Transaction Type field. Enter "Move Order 0 Transfer". .

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Step Action 1 Click in the Source Subinv field. 1 . 1 Enter the desired information into the Source Subinv field. Enter "FGI". 2 . 1 Click in the Destination Subinv field. 3 . 1 Enter the desired information into the Destination Subinv field. Enter "Staging1". 4 . 1 Click in the Item field. 5 . 1 Enter the desired information into the Item field. Enter "AS10000". 6 . 1 If you entered a Transaction Type, a Source Subinventory, or a Destination 7 Subinventory in the Default alternative region, this information appears automatically . when you click in the Transaction Type field. 1 Click in the Transaction Type field. 8 . 1 Click the On Hand button. 9 . or Press [Alt+O].

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Step

Action 2 Click the Availability button. 0 . or Press [Alt+i]. 2 Use the Availability page to verify that you have enough material in your subinventory 1 to generate your move order requisition. .

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Step

Action 2 Click the menu. 2 . or Press [Alt+-].

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Step

Action 2 Click the Close menu. 3 . or Press [C].

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Step

Action 2 Click the menu. 4 . or Press [Alt+-].

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Step

Action 2 Click the Close menu. 5 . or Press [C].

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Step

Action 2 Click the horizontal scrollbar. 6 . 2 Click in the Primary Quantity field. 7 . 2 Enter the desired information into the Primary Quantity field. Enter "15". 8 . 2 Click the Source tab. 9 . 3 Use the Source tab to enter the source subinventory information if you did not enter it 0 in the Default alternative region. You can also enter the lot, and locator information if . desired.

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Step Action 3 Click the Destination tab. 1 . 3 Use the Destination tab to enter the destination subinventory information if you did 2 not enter it in the Default alternative region. . 3 Click the Approve button. 3 . or Press [Alt+A]. 3 You have completed the Generating Move Order Requisitions procedure. 4 End of Procedure. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1 Enter the desired information into the Criterion field. 1 Use the Criterion field to define what the rank of a particular item will be in the ABC 3 compile. or Press [Alt+C]. 2 . or Press [Alt+Y]. Page 407 . 1 Click the Yes button. 1 Click the Save button. 6 . 5 . 1 Click the OK button. or Press [Alt+O]. 8 . 7 . if you use Current on-hand quantity as the your compile . 1 Click the Compile button. Enter "Current on hand 4 quantity".Training Guide Oracle EBS R12 Inventory Step Action 1 Click in the Criterion field. . 1 Click the OK button. For example. or Press [Alt+O]. 9 . criterion. 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. Each ABC class must have at least one item assigned to it. you will define ABC item assignments. . 0 End of Procedure. Procedure Page 408 . In this example. and all items in the ABC compile must be assigned to an ABC class.Training Guide Oracle EBS R12 Inventory Step Action 2 You have completed the Defining and Running an ABC Compile procedure.

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

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

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

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

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

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

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

Page 416 . . 1 When you click in the Valuation Scope field the valuation scope appears 0 automatically. . . . 8 Click in the Compile Name field. 1 . . 1 Click in the Valuation Scope field. 9 Enter the desired information into the Compile Name field. Enter "SeattleCompile". 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. Enter "onhandquantity".

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

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

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

Page 420 . Enter "M1_DAILY". . 1 Click in the ABC Class field. . 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. . 7 Enter the desired information into the ABC Group field. or Press [Alt+Y]. 0 . or Press [Alt+i]. .

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

• Define cycle count classes. • Approve cycle count adjustments. • Approve cycle counts. Accurate system on-hand quantities are essential for managing supply and demand. you will be able to: • Define and maintain a cycle count. you will purge cycle count information. Cycle counting enables you to keep inventory records accurate by correcting errors between the system on-hand (perpetual) and actual on-hand (physical) quantities. Purging Cycle Count Information Use the Cycle Counts Summary page to access the Purge Cycle Count Parameters page. • Generate count requests. • Purge cycle count information. • Request the cycle count list. Cycle counting can also be a valuable tool to help identify patterns in the errors found. and planning production. Procedure Page 422 . • Enter manual schedule requests. maintaining high service levels. • Generate automatic schedules. • Enter cycle counts. You use this concurrent request to purge cycle count information. In this example. Upon completion of this lesson.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. . 5 Use the Cycle Counts Summary page to query for existing cycle counts. . 4 Click the Cycle Counts link. . 3 Click the vertical scrollbar. 2 Click the Inventory link. . . Page 423 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Procedure

Step

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

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

Step

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

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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.

Page 453

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

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

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

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

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

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

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

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

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

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

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

4 . 1 Click the Display On-hand Quantity option. 2 . 1 Click the Display Serial Number option. Step Action 1 Click the Include Recounts Only option. this reports lists all counts that you need to perform within in a given date . range. 3 .Training Guide Oracle EBS R12 Inventory Step Action 1 After you generate count requests you can submit the requests for the Cycle Count 1 lists report. Page 465 .

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

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

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

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

You use the Define Physical Inventory page to define physical inventory information. 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. or Press [Alt+P]. 1 . 2 . Page 470 . .Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Purge button. 1 Click the OK button. 3 End of Procedure. or Press [Alt+O].

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

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

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

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

you can submit the process that automatically posts the adjustments.Training Guide Oracle EBS R12 Inventory Processing Physical Inventory Adjustments After you finish entering physical inventory counts and approving adjustments. Once you run the adjustment program. In this example. you will process physical inventory adjustments. . 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. Page 475 . 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. the system does not allow you to generate new tags or make any further updates to tag counts.

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

or Press [Alt+T]. 1 Click the Launch adjustments menu. Page 477 . 0 .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. 9 Click the Tools menu. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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