Oracle EBS R12 Inventory

Created on Thursday, June 26, 2008

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Training Guide
Oracle EBS R12 Inventory

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Training Guide
Oracle EBS R12 Inventory

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

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

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

Procedure

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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Training Guide
Oracle EBS R12 Inventory

Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

The default value is the value you defined in the Organization Parameters page. 8 . 1 Click in the Purchase Price Variance field. You must enter an account if your receiving organization is using . 6 . or you can modify it if you choose. The system automatically uses the default 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. Page 22 . You can modify it if necessary. 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 3 default value is the value you defined in the Organization Parameters page. . Page 23 . 5 . 2 This is the general ledger payables account used as an interorganization clearing 1 account for the receiving organization. The interorganization receivable account for the . 2 Click in the Receivable field. 0 . 2 . shipping organization and the interorganization payables account for the receiving organization should equal the interorganization payables account for the receiving organization. 2 Click the Shipping Methods menu. 2 This is the method you use to ship from the shipping organization to the destination 7 organization . The default value is the value you defined in the . or Press [Alt+T]. 2 This is the general ledger account used to hold the intransit inventory value.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. Organization Parameters page. the default value is the value you defined in the Organization Parameters page. 2 Click in the Intransit Inventory field. 6 . 2 Click the Tools menu. 4 . 2 Click in the Payable field.

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

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

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

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

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

1 If you select this parameter. . . Page 29 .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. Step Action 1 Click the Prespecified list item. you must create locator aliases for all locators within this 6 subinventory.

subinventory within the same organization. Page 30 . 8 When you click Subinventory.Training Guide Oracle EBS R12 Inventory Step Action 1 Click the Enable Locator Alias option. 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 . 9 . 7 .

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

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

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

Defining Picking Rules You create picking rules that enable you to sort picks based on criteria that you define for sales orders. • Define and view pending statuses. For example. • Define category sets. • Define cross-reference types. • Copy item templates. Procedure Page 34 . • Define customer items. • Define item catalog groups. • Define picking rules. • Define commodity codes. • Define customer item cross references. • Define categories. • Specify recommended categories. • Assign items to categories. you will be able to: • Define item status codes. • Define item templates. Upon completion of this lesson. process manufacturing batches or work in process jobs. After you create a picking you. use the Rules Workbench to assign the rule to an item. 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. • Assign cross-reference types. You can create an inventory picking rule to do this.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

3 Click the vertical scrollbar. Click the vertical scrollbar. 5 Use the Find Item Templates page to search for existing item templates or you can . .Training Guide Oracle EBS R12 Inventory Step Action 1 Begin by navigating to the Find Item Templates page. 4 Click the Items: Templates link. . . . Page 49 . 2 Click the Inventory link. create 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. Page 50 . You use item templates to . or Press [Alt+N]. 7 Use the Item Template page to define new item templates. .Training Guide Oracle EBS R12 Inventory Step Action 6 Click the New button.

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Consider this scenario: You periodically make items that you do not want made available to customers. 2 Click the vertical scrollbar. 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. . 3 Click the Inventory link. Click the vertical scrollbar. . Create a pre-production item status that enables you to automatically set the needed item attributes..

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

You can define an unlimited number of . categories and group subsets of your categories into category sets.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. . 8 When you determine a product structure. Page 83 . segment. you can assign a specific meaning to each . or Press [Alt+N].

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

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

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

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

Training Guide Oracle EBS R12 Inventory Step Action 1 Click Pending Status. . Page 88 . 2 . 4 . 5 . You also can 3 determine the effective date for the status. 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. Enter "10-Mar-2008".

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 .

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

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

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

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

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

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

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

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

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

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

Step Action 1 Click the Save button. 6 . 1 Click the Done button. The values on other tabs of the item master were also set as . well.Training Guide Oracle EBS R12 Inventory Step Action or Press [Alt+A]. 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. or Press [Alt+D].

In this example. .Training Guide Oracle EBS R12 Inventory Step Action 1 You have completed the Defining Items procedure. Before you can define item transaction defaults you must define at least one item. 9 End of Procedure. and one locator within your organization. one subinventory. Procedure Page 126 . you will assign a default shipping subinventory for an 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. Defining Item Transaction Defaults You use the Item Transaction Defaults window to define a default subinventory for an item for shipping. receiving and move order transactions. For move orders. Oracle Inventory derives the default put away locator when you transact an item into a locator-controlled subinventory if you do not specify the locator when you create the move order.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Training Guide Oracle EBS R12 Inventory Page 195 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1 You have completed the procedure Defining Transaction Types. 1 Enter the desired information into the Source Type field. . Defining Transaction Reasons A transaction reason is a standard means of classifying or explaining the reason for a transaction. 7 . . 2 . 1 Enter the desired information into the Action field. Consider this scenario: You have a pick slip that requires you to pick material from a locator. 1 Click in the Action field. 1 Click the Save button. When you pick the material from the Page 237 . Enter "Charity". 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. 1 . Enter "Issue from stores". 5 . 4 . 9 End of Procedure. 1 Click the horizontal scrollbar. 8 . 1 Select the Status Control check box to enable material status control for this 6 transaction type. 1 Click the Status Control option. 3 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

4 You use the Subinventory Transfer page to select the type of subinventory transfer to . you can transfer from asset to expense subinventories as well as from tracked to non-tracked subinventories. then you can transfer the item from and to subinventories on that list. . Click the vertical scrollbar. The system allows you to use user-defined transaction types when you perform a subinventory transfer. 3 Click the Subinventory Transfer link. Page 270 . The available choices are subinventory transfer and backflush transfer. perform. 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. . When you transfer between subinventories. . 2 Click the Inventory link.

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

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

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

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

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

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

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

Training Guide
Oracle EBS R12 Inventory

Procedure

Step

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

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Step

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

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Step

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

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

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

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Procedure

Step

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

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Step

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

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

Step

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

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

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

Procedure

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Step

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

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Step

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

. Page 394 . . you will view the demand detail for an item. In this example. Click the vertical scrollbar. . Procedure Step Action 1 Begin by navigating to the Find Demand History Items page.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. 2 Click the Inventory link.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1 You have completed the Generating Count Requests procedure. 4 End of Procedure. Procedure Page 429 . 2 . or Press [Alt+O]. 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+m]. 3 . 1 Click the OK button. Generating Automatic Schedules You can use the Cycle Count Summary page to submit automatic schedule requests. . Enter 1 "OrganizationCount". you will submit an automatic schedule request. In this example.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Procedure

Step

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

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

Step

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

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

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Step

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

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Step

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

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

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

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

Procedure

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Step

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

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Step

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

Page 453

Enter "OrganizationCount". 1 Enter the desired information into the Adjustment Account field.Training Guide Oracle EBS R12 Inventory Step Action 8 Click in the Name field. 1 . 1 Click in the Inactive On field. 1 Click in the Adjustment Account field. . 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. 3 . . Page 454 . Enter "01-5802 7740-0000-000".

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

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

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

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

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

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

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

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

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

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

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

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

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

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

If you select All. . Page 469 . 1 If you select Tags Only. . then the 0 system purges all information associated with the physical inventory. 8 Click the Perform purge menu. selection is Tags Only. 7 Click the Tools menu. The default . This concurrent . or Press [Alt+T]. then the system purges just tags. 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. request does not affect adjustments or adjustment transactions.

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

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

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

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

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

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

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

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

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

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

. 7 Enter the desired information into the Name field. 1 Click in the Starting Tag field. . date the physical inventory was created appears automatically.Training Guide Oracle EBS R12 Inventory Step Action 6 Click in the Name field. 1 . the physical inventory description and the . 8 When you click in the Description 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. Enter "FGI Physical Inventory". 9 Click in the Description field. . Page 480 .

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

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

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

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

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

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 . 5 Use the Approve Physical Adjustments Summary page to view. . 4 Click the Approve Adjustments link. 2 Click the Inventory link. Click the vertical scrollbar. . approve and reject . 3 Click the vertical scrollbar. . . physical counts.

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

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

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

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

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

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

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

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