Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

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Training Guide
Oracle EBS R12 Inventory

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Training Guide
Oracle EBS R12 Inventory

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

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Training Guide
Oracle EBS R12 Inventory

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

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

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

Page 4

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. 3 . Page 5 . Material status controls the enabled 4 transactions for all material that resides inside the locator.

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

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

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

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

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

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

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

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

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

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

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

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

Defining Interorganization Shipping Networks An Interorganization Shipping Network describes the relationships and accounting information between a shipping organization and a destination organization. Page 18 . 9 End of Procedure. . 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. . Click the vertical scrollbar. In this example. you will set up an intransit transfer type for your organization.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. . . . Page 127 . 2 Click the Inventory link. 3 Click the vertical scrollbar. . Click the vertical scrollbar. 5 Use the Find Item Transaction Defaults page to create new item transaction defaults. .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 166 . 9 Use the Item Lots page to update lot information. . . . 8 Click the Find button. Enter "678910". .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].

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 182 . Click the vertical scrollbar. 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. . . 2 Click the Inventory link. . . 4 Click the Report Types link. 3 Click the vertical scrollbar. .

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Account Aliases page. Click the vertical scrollbar. . 2 Click the Inventory link. 5 Use the Account Aliases page to create inventory account aliases GL accounts. . . You . 4 Click the Account Aliases link. Page 232 . .

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

1 Click the Save button. Procedure Page 234 . 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 . you will create transaction type for a goodwill donation. 1 You have completed the Defining Account Aliases procedure.Training Guide Oracle EBS R12 Inventory Step Action 1 Enter the desired information into the null field. 2 . 4 End of Procedure. It is used to classify a particular transaction for reporting and querying purposes. . Enter "01-110-6100-0000-000". In this example.

3 Click the Setup: Types link. 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. . . Page 235 . Click the vertical scrollbar. .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating the Transaction Types page. 2 Click the Inventory link. transaction entry.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

6 . 5 . or Press [Alt+D]. 2 Enter the desired information into the Quantity field. Enter "15". Page 264 . 2 Click the Done button. 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. 2 . 2 Click in the Quantity field. 4 .

8 End of Procedure. . In this example. 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. 7 . Transferring Consigned and VMI Material You use the Consigned Transactions page to transfer ownership of consigned inventory. 2 You have completed the Transferring Directly Between Organizations procedure. you will transfer ownership from a supplier to regular stock. Page 265 .

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Procedure

Step

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

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Step

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

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Step

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

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

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

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Procedure

Step

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

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Step

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

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

Step

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

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

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

Procedure

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Step

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

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Step

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. Page 318 .

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

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

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

the Material Workbench page. 2 Click the Inventory link. 3 Click the vertical scrollbar. . . Click the vertical scrollbar. . .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. Page 322 . 5 Use the Query Material page to enter search criteria that determines what appears on .

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

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

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

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

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Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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Step

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

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

Step

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

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

Procedure

Step

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

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

Step

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

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Step

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

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

4 Click the On-hand Quantity link. 3 Click the vertical scrollbar. . Page 337 . information that appears on the Material Workbench page. . . 5 Use the Query Material page to enter the search criteria which determines the . 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

and to indicate if you would like to purge a replenishment that did not process due to error. the Parameters page . the count name. . automatically appears. 5 When you navigate to the Purge Replenishment Counts page.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 . Click the vertical scrollbar. Use the Parameters page to enter the processing mode. 2 Click the Inventory link. . 3 Click the vertical scrollbar. . .

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

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

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

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

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

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

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

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

. 4 Click the Planning: Safety Stocks link. Click the vertical scrollbar. . 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. .Training Guide Oracle EBS R12 Inventory Procedure Step Action 1 Begin by navigating to the Find Item Safety Stocks page. . 2 Click the Inventory link.

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Pull Sequence Summary page. . Click the vertical scrollbar. Page 383 . . new pull sequences. 2 Click the Inventory link. . 3 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. .

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

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

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

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

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

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

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

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

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

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

. 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. . 3 Click the vertical scrollbar. Procedure Step Action 1 Begin by navigating to the Find Demand History Items page. . In this example. you will view the demand detail for an item. Page 394 . Click the vertical scrollbar.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

3 Click the vertical scrollbar. 4 Click the Cycle Counts link. 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. 5 Use the Cycle Count Summary page to query for existing cycle count information. . Click the vertical scrollbar.

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

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

Procedure Step Action 1 Begin by navigating toe the Manual Schedule Requests page. Click the vertical scrollbar. . . 5 End of Procedure. you will 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. Entering Manual Schedule Requests You use the Manual Schedule Requests page to manually schedule a count request for an item.

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

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

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

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

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

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

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

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

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

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

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

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

Procedure

Step

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

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

Step

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

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

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Oracle EBS R12 Inventory

Step

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

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

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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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Enter "01-5803 7740-0000-000". or Press [Alt+a]. or Press [Alt+O]. 4 . Procedure Page 478 . 1 Click the Launch Adjustments button. In this example. 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. 2 . 1 Click the OK button. 1 You have completed the Processing Physical Inventory Adjustments procedure. . 6 End of Procedure. Generating Physical Inventory Tags You use physical inventory tags to record the physical counts of inventory items. . 5 .

Page 479 . . A tag contains the count for a group of a given item. 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. . . 3 Click the vertical scrollbar. 5 Use the Generate Physical Inventory Tags page to generate physical inventory tag . Click the vertical scrollbar. 2 Click the Inventory link. numbers. 4 Click the Tag Generation link. .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Generate Physical Inventory Tags page.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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