2.

1 Guided Demonstration - Setting up Locations

Responsibility = Inventory, Vision Operations USA 1. Navigate to the Locations window. (N) > Setup > Organizations > Locations. Name: M12 Orlando (Give your own Name: lalit location3) Description: Orlando Manufacturing Address Style: United States Address Line 1: 100 Buena Vista Drive City: Orlando State: FL Zip Code: 32803 County: Orange Country: United States Telephone: (407) 828-5000 Eastern Ship-To Location: M12 Orlando Ship-To Site Receiving Site Office Site Bill-To Site Internal Site 2. Define a Location using the following information:

3. (T) Address Details 4. Enter the following address information:

5. Select the following Timezone from the list of values: 6. (T) Shipping Details 7. Verify the following boxes are checked

8. Save and Close form.

Wokday Calendar: lalitcale3

2.2. Guided Demonstration - Setting Up Organizations

Responsibility: Inventory, Vision Operations USA 1. Navigate to the Organizations window. (N) > Setup > Organizations > Organizations. 2. (B) New in Find window 3. Set up a new organization using the following information: Name: M12 Orlando MFG lalit Inventory Org3 Type: Plant Location: M12 Orlando MFG

4. Save your work. 5. In the Organization Classification alternative region, select the following information: Name: Inventory Organization Enabled: Selected

6. Save your work. Define Accounting Information 7. (B) Others > Accounting Information. 8. Enter the following accounting information: Primary Ledger: Vision Operations Legal Entity: Vision Operations Operating Unit: Vision Operations

9. Save your work. Define Inventory Parameters 10. (B) Others > Inventory Information > (T) Inventory Parameters 11. Enter the following inventory parameters: 2

Organization Code: Item Master Organization: Calendar: Demand Class: Move Order Timeout Period:

M12 Vision Operations Vision01 Blank 60 Days Approve automatically

Mover Order Timeout Action: Locator Control:

Determined at Subinventory Level

Auto Delete Allocations at Move Order Cancel: Selected

12. (T) Costing Information 13. Enter the following costing parameters: Costing Method: Standard Transfer to GL: Yes Reverse Encumbrance: No Project Cost Collect Enabled: No Defer Logical Transactions: No Cost Cutoff Date: Blank Default Material Sub-Element: Blank Material Overhead Sub-Element: Blank

14. Enter the following valuation accounts:

Account Type Material Outside Processing Material Overhead Overhead Resource Expense Account 01-000-1410-0000-000 01-000-1450-0000-000 01-000-1420-0000-000 01-000-1430-0000-000 01-000-1440-0000-000 01-520-7530-0000-000

15. (T) Other Accounts 16. Enter the following other account information:

Account Type Purchase Price Variance Invoice Price Variance Inventory AP Accrual Sales Cost of Goods Sold Account Deferred COGS Account

Account 01-520-5210-0000-000 01-520-5220-0000-000 01-000-2220-0000-000 01-520-4110-0000-000 01-450-5110-0000-000 01-450-5110-0000-000

17. (T) Revision, Lot, Serial And LPN 18. Enter A in the Starting Revision field. 19. Enter the following Lot Control parameters: Uniqueness: Generation: Total Length: Generation: Across Items At Item Level 30 At item level

Auto Create Lot UOM Conversion: Blank Allow Different Lot Status: Uniqueness: Generation: Prefix Starting Serial Number: With exception Within organization At Item level SER lal 0000000001 1

20. Enter the following Serial Control parameters:

21. (T) ATP, Pick, Item-Sourcing 22. Enter the following information: ATP Defaults Rule: Total ATP, No DC (select second) Picking Defaults: Rule: Default Picking Rule PR1 Subinventory Order: Blank Locator Order: Blank Pick Confirmation Required: Blank Over Picking for Manufacturing: Blank Over Picking for Transfer Orders: Selected Enable Rules Override for Lot-Level Res.: Selected

Item Sourcing Detail: Type: Supplier Item Sourcing Detail: Organization: Blank Item Sourcing Detail: Subinventory: Blank

23. (T) Inter-org Information 24. Enter the following information: Inter-organization Transfer Charge: Predefined Percent: Transfer Credit: Purchase Price Variance: Receivable: Payable: Intransit Inventory Predefined percent 10% 01-520-5290-0000-000 01-520-5210-0000-000 01-000-1810-0000-000 01-000-2370-0000-000 01-000-1460-0000-000

25. ((M) File > Close Form Define Receiving Information 26. (B) Others > Receiving Information 27. Enter the following Receiving Information: Enforce Ship-To: ASN Control Action: Receipt Days Early and Late: Receipt Days Exceed-Action Over Receipt Tolerance (%) Over Receipt Action RMA Receipt Routing: Receipt Routing: Allow Substitute Receipts: Allow Unordered Receipts: Allow Express Transactions: Allow Cascade Transactions: Validate Serial Numbers on RMA Receipts: None None 5 Warning 5% Warning Standard Standard Selected Selected Selected Selected elected

Receipt Number Generation: Receipt Number Type: Next Receipt Number: Validate Lots on RMA Receipts: Receiving Inventory Account: Clearing Account:

Automatic Alphanumeric 1 Restricted 01-000-1410-0000-000 01-000-1410-0000-000

28. (B) Save 29. Click Close Window. 30. Save your work. 31. Close the Organizations window. Link the Location to the Inventory Organization 32. Navigate to the Location window. (N) Setup > Organizations > Location (M) > View > Query By Example > Enter (M) > View > Query By Example > Run 33. Find M12 Orlando. 34. Enter %M12% in the Name field. 35. (T) Other Details 36. Enter the following information: Inventory Organization: M12 Orlando MFG 37. Save your work and close the window.

2.3. Solution - Creating Sub inventories

Responsibility = Inventory, Vision Operations USA 1. Change Organization to M1 Seattle. (N) Change Organization Choose Seattle Manufacturing Select OK (N) Setup > Organizations > Sub inventories Name: ##FGI Description: Finished Goods Inventory Status: Active Type: Storage Locator Control: Item Level

2. Navigate to the Sub-inventories window. 3. (B) New

lal subin3 lal subin4

lalit subinventory3-RM lalit subinventory4-FG

4. (M) File > Save 5. (M) File > New. Name: ##Main Description: Main Stores Type: Storage Status: Active Locator Control: Dynamic Entry

6. (M) File > Save 7. (M) File > New Name: ##RM Description: Raw Materials Status: Active Type: Storage Locator Control: None

8. (M) File > Save 9. (M) File > New Name: ##LV Description: Low Value Inventory Status: Unserviceable: Not Available for Netting, ATP and Reservations Type: Storage Locator Control: None Quantity Tracked: Deselected

10

10. Save and Close window. (M) File > Save (M) File > Close Form

11. In which organization are your new subinventories? M1 Seattle Manufacturing Verifying Subinventories 12. Does a subinventory called ##FGI exist in M2 Boston Manufacturing? No, you created your sub inventories in M1 Seattle Manufacturing. 13. (N) Change Organization. Select M2 Boston Manufacturing. 14. (N) Setup > Organizations > Subinventories 15. (M) View > Find.

11

16. (M) File > Close Form.

12

2.4. Solution Setting Up Locator Control

Defining Stock Locators 1. Navigate to the Stock Locators window. (N) Setup > Organizations > Stock Locators (B) New

2. Enter the following new locators using the following information: Row: (your team #) Rack: Bin: Description: Type: Subinventory: Locator Status: Row: Rack: Bin: Description: Type: Subinventory: Locator Status: Active : Reservations Row: Rack: Bin: Description: Subinventory Locator Status: ## 2 01 Anything you want ##Main Active ## 1 01 Anything you want Storage Locator ##FGI Active ## 1 02 Anything you want Storage Locator ##FGI Not Available for Netting, ATP and

13

Row: Rack: Bin: Description: Subinventory Locator Status: Active :

## 2 02 Anything you want ##Main Available for ATP and Reservations

3. Select (M) File > Save 4. Select (M) File > Close

14

3.1 Guided Demonstration - Creating Units of Measure

Responsibility: Inventory, Vision Operations USA 1. (N) > Setup > Units of Measure > Units of Measure. 2. (M) File > New. 3. Use the following information to create two new units of measure: Name 00-Centimeter 00-Kilometer 4. (M) File > Save. 5. (M) File > Close Form. UOM 00C 00K Description 00 Centimeter 00 Kilometer Class 00-Metric 00-Metric

15

3.2 Guided Demonstration - Creating Unit of Measure Classes

Responsibility: Inventory, Vision Operations USA 1. (N) > Setup > Units of Measure > Classes. 2. (M) File > New. 3. Enter the following unit of measure information: Name: 00-Metric Description: 00-Metric Class Base Unit 00-Meter UOM: 00M

4. (M) File > Save. 5. (M) File > Close Form.

16

3.3 Guided Demonstration - Defining Unit of Measure Conversions

Responsibility: Inventory, Vision Operations USA 1. (N) Setup > Units of Measure > Conversions 2. (M) File > New. 3. Enter 00-Centimeter in the Unit field. 4. Enter 0.01 in the Conversion field. 5. (M) File > New. 6. Enter 00-Kilometer in the Unit field. 7. Enter 1000 in the Conversion field. 8. (M) File > Save. 9. (M) File > Close Form.

17

3.4 Solution Defining Units of Measure

Responsibility = Inventory, Vision Operations USA Defining Unit of Measure Classes 1. Navigate to the UOM Classes window. (N) Setup > Units of Measure > Classes 2. The application prompts you to select an organization if it is a first-time access to the database. Select M1 Seattle Manufacturing from the list of values. 3. (M) File > New Name Description Base Unit UOM (abbreviation) ##E ##-QTY ##-Quantity Class ##-Each

4. (M) File > Save.

Defining Units of Measure 5. Navigate to the Units of Measure window. (B) Units of Measure 6. (M) File > New 18

7. Enter the units of measure information according to the following table:

Name ##-Dozen ## Gross # Case UOM ##D ##G ##C# Description ## Dozen UOM ## Gross UOM ## Case UOM

Note: Select (M) File > New between each new unit of measure.

8. (M) File > Save. 9. (M) File > Close form Setting up Unit of Measure Conversions 10. Navigate to the Unit of Measure Conversions window. (B) Setup > Units of Measure > Conversions 11. (M) File > New 12. Enter the unit of measure conversion information according to the following table:
Unit ##-Dozen ##-Gross ##-Case Class ##-Qty ##-Qty ##-Qty Conversion 12 144 24 Base Unit ##-Each ##-Each ##-Each

Note: Select (M) File > New between each new unit of measure conversion.

19

Note: Verify that you are creating a standard unit of measure conversion.

13. (M) File > Save. 14. (M) File >Close Form. Setting up Lot-Level Unit of Measure Conversions Navigate to the Lot Inter-Class Unit of Measure Conversions window. (N) Setup > Units of Measure > Lot Specific Conversions Item: Lot: Base Unit CM20001 BC2500 00-Each 15. Enter the following information:

Conversion: 1

16. (B) On-hand Quantities 17. Enter a value in the New Primary quantity field (for example, 480).

20

18. (M) File > Save. 19. (M) File >Close Form. 20. What types of updates can you perform on the Update Quantities window? ________________________________________________________________ ________________________________________________________________

21

4.1 Guided Demonstration - Define Item

Responsibility: Inventory, Vision Operations USA 1. (N) > Items > Master Items. 2. Define an item using the following information. Item: Description: 3. (M) Tools > Copy From. 4. Select Finished Good template from LOV. 5. Select Apply. 6. Select Done. 7. (M) File > Save. 8. (M) Tools > Organization Assignment. 9. Enable the Item in M1 Seattle. 10. (M) File > Save. 11. (M) File > Close Form. AS18456 Lap Top Assembly

22

4.2 Guided Demonstration - Viewing Item Attributes

Responsibility: Oracle Inventory, Vision Operations USA 1. (N) Items > Master Items. 2. (M) View > Query by Example > Enter. 3. Enter item %AS20000. 4. (M) View > Query by Example > Run. 5. (T) Inventory. 6. Select the Master radio button from the Display Attributes zone. 7. Select the Org radio button from the Display Attributes zone. 8. (T) Purchasing 9. (T) Receiving 10. (T) Order Management 11. (M) File > Close Form.

23

4.3 Solution Viewing Item Attributes

Viewing Item Attributes Responsibility = Inventory, Vision Operations USA 1. Navigate to the Master Items Window. (N) Items > Master Items

2. Query Item # AS20000. (M) View > Query by Example > Enter Enter AS20000% in the Item field. (M) View > Query by Example > Run

3. (T) Bills of Material A BOM is allowed for item for AS20000. This attribute is controlled at the master level.

24

4. (T) Process Manufacturing Item AS20000 is recipe enabled. This attribute is controlled at the organization level.

25

5. Find Item AS54888. (M) View > Find

26

 Click Find. 6. (T) Main Item AS5488 Item Status is active, and master controlled.

27

7. (T) Bills of Material A Bill of Material is allowed for this item, and the attribute is master controlled. 8. (T) Order Management Customer orders are enabled for this item, and the attribute is master controlled

28

9. (T) Invoicing Invoicing is enabled for this item, and the attribute is master controlled.

10. (T) Inventory

29

This item is transactable, and stockable. These attributes are master controlled

11. In how many Organizations can this part be used?

30

4.4. Guided Demonstration - Creating Item Templates

Responsibility: inventory, Vision Operations (USA) 1. Navigate to the Item Templates window. (N) Setup > Items > Templates 2. (B) New 3. Use the following information to create an item template: Template: 00-Leadtime Description: Standard lead times for new parts Organization: M1 4. Save your work. (M) File > Save 5. Select Lead Times from the show drop-down menu. 6. Enable the following item attributes in the following table:
Attribute Name Preprocessing Lead Time Processing lead Time Post Processing Lead Time Value 5 44 1

7. Save your work. (M) File > Save 8. Close the window. (M) File > Close Form

31

4.5. Solution - Defining Items

Responsibility, Inventory, Vision Operations USA Create Items 1. Navigate to the Master Items window (N) Items > Master Items Name: ##-Item01 Description Team ## No Inventory Controls 2. Create the no inventory controls item: lalitFG3

3. (M) Tools > Copy From 4. Enter Finished Goods in the Template field 5. (B) Apply. 6. (B) Done

32

7. (M) File > Save 8. (M) Tools > Organization Assignment 9. Assign the item to the following inventory organizations: Org: M1 Seattle Manufacturing Org: M2 Boston Manufacturing

33

10. (M) File > Save 11. Click the Attribute Groups tab. 12. File > New 13. (T) Inventory 14. Create your locator-controlled item. Enter the item name and description. Repeat steps 2-6 to copy the finished good template. Enable the following additional item attributes for you locator-controlled item: Name: Description Team Locator Control: ##-Item02 ## Locator Controlled Item Prespecified

34

15. (M) File > Save 16. Repeat steps 8-10 to enable the item both M1 Seattle Manufacturing, and M2 Boston Manufacturing. 17. Click the Attribute Groups tab. 18. (M) File > New 19. (T) Inventory 20. Create your revision-controlled item. Enter the item name and description. Repeat steps 2-6 to copy the finished good template. Enable the following additional item attributes for your revision-controlled item: Name: ##-Item03 Description Team ## Revision Controlled Item Revision Control: Selected

35

21. (M) File > Save 22. Repeat steps 8-10 to enable the item both M1 Seattle Manufacturing, and M2 Boston Manufacturing. 23. Click the Attribute Groups tab. 24. (M) File > New 25. (T) Inventory 26. Create your lot-controlled item. Enter the item name and description. Repeat steps 2-6 to copy the finished good template. Enable the following additional item attributes for your lot controlled item: Name: ##-Item04 Description Team ## Lot Controlled Item Lot Control: Full Control Starting Prefix: A Starting Number: 001 Maturity Days: 10 Hold Days: 5

36

27. (M) File > Save 28. Repeat steps 8-10 to enable the item both M1 Seattle Manufacturing, and M2 Boston Manufacturing. 29. Click the Attribute Groups tab. 30. (M) File > New 31. (T) Inventory 32. Create your parent and child lot-controlled item. Enter the item name and description. Repeat steps 2-6 to copy the finished good template. Enable the following additional item attributes for your parent and child-lot-controlled item: Name: ##-Item05 Description Team ## Child and Parent Lot Item Lot Control: Full Control Maturity Days: 10

37

 Hold Days: 5 Child Lot Enabled: Selected Child Generation: Parent+Child Prefix: A Starting Number: 001

33. (M) File > Save 34. Repeat steps 8-10 to enable the item both M1 Seattle Manufacturing, and M2 Boston Manufacturing. 35. Click the Attribute Groups tab. 36. (M) File > New 37. (T) Inventory 38. Create your grade-controlled item. Enter the item name and description. Repeat steps 2-6 to copy the finished good template. Enable the following additional item attributes for your grade-controlled item: 38

 Name: ##-Item06 Description Team ## Grade controlled item Lot Control: Full Control Starting Prefix: A Starting Number: 001 Maturity Days: 10 Hold Days: 5 Grade Controlled: Selected Default Grade: A

39. (M) File > Save 40. Repeat steps 8-10 to enable the item both M1 Seattle Manufacturing, and M2 Boston Manufacturing. 41. Click the Attribute Groups tab. 42. (M) File > New 43. (T) Inventory 44. Create your serial-controlled item. Enter the item name and description. Repeat steps 2-6 to copy the finished good template. Enable the following additional item attributes for your serial-controlled item:

39

 Name: ##-Item07 Description Team ## Serial Controlled Item Generation: Predefined Starting Prefix: A Starting Number: 0000001

45. (M) File > Save 46. Repeat steps 8-10 to enable the item both M1 Seattle Manufacturing, and M2 Boston Manufacturing. 47. Click the Attribute Groups tab. 48. (M) File > New 49. (T) Main 50. Create your dual unit of measure and lot expiration-controlled item. Enter the item name and description. Repeat steps 2-6 to copy the finished good template. Enable the following additional item attributes to enable dual unit of measure control: Primary: 00-Each

40

 Tracking: Primary and Secondary Pricing: Primary Secondary: 00-Meter Defaulting: No Default Deviation + 0 Deviation 0

51 (T) Inventory 52. Enter the following lot control parameters: Name: ##-Item08 Description Team ## Dual UOM and Lot expiration controlled tiem Lot Expiration (Shelf Life Control) Full Control Shelf Life Days: 30 Retest Interval: 10 Expiration Action Interval: 5 Expiration Action: Dispose Lot Control: Full Control Starting Prefix: A

41

 Starting Number: 001 Maturity Days: 10 Hold Days: 5

53. (M) File > Save 54. Repeat steps 8-10 to enable the item both M1 Seattle Manufacturing, and M2 Boston Manufacturing. 55. (M) File > Save 56. (M) File > Close Form Create a Unit of Measure Conversion for your Dual UOM controlled item 57. Navigate to the Unit of Measure Conversions window 58. (N) Setup > Units of Measure > Conversions 59. (T) Inter-Class 60. Enter the following information Item: ##-Item-08 Destination: ##-Meter Conversion: .05

42

61. (M) File > Save 62. (M) File > Close Form.

43

5.11
Responsibility: Inventory, Vision Operations USA 1. Navigate to the Organizations window. (N) > Setup > Organizations > Organizations.

2. (B) New in Find window 3. Set up a new organization using the following information: Name: M12 Orlando MFG Type: Plant Location: M12 Orlando MFG 4. Save your work. 5. In the Organization Classification alternative region, select the following information: Name: Inventory Organization Enabled: Selected

6. Save your work. Define Accounting Information 7. (B) Others > Accounting Information. 8. Enter the following accounting information: Primary Ledger: Vision Operations Legal Entity: Vision Operations Operating Unit: Vision Operations 9. Save your work. Define Inventory Parameters 10. (B) Others > Inventory Information > (T) Inventory Parameters 11. Enter the following inventory parameters: Organization Code: Item Master Organization: Calendar: Demand Class: Move Order Timeout Period: M12 Vision Operations Vision01 Blank 60 Days

44

 Mover Order Timeout Action: Approve automatically Locator Control: Determined at Subinventory Level Allow Negative Balances: Selected Auto Delete Allocations at Move Order Cancel: Selected 12. (T) Costing Information 13. Enter the following costing parameters: Costing Method: Transfer to GL: Reverse Encumbrance: Project Cost Collect Enabled: Defer Logical Transactions: Cost Cutoff Date: Default Material Sub-Element: Material Overhead Sub-Element: 14. Enter the following valuation accounts:
Account Type Material Outside Processing Material Overhead Overhead Resource Expense Account 01-000-1410-0000-000 01-000-1450-0000-000 01-000-1420-0000-000 01-000-1430-0000-000 01-000-1440-0000-000 01-520-7530-0000-000

Standard Yes No No No Blank Blank Blank

15. Other Accounts 16. Enter the following other account information:
Account Type Purchase Price Variance Invoice Price Variance Inventory AP Accrual Sales Cost of Goods Sold Account Account 01-520-5210-0000-000 01-520-5220-0000-000 01-000-2220-0000-000 01-520-4110-0000-000 01-450-5110-0000-000

45

17. (T) Revision, Lot, Serial And LPN 18. Enter A in the Starting Revision field. 19. Enter the following Lot Control parameters: Uniqueness: Across Items Generation: At Item Level Total Length: 30 Generation: At item level Auto Create Lot UOM Conversion: Blank Allow Different Lot Status: With exception 20. Enter the following Serial Control parameters: Uniqueness: Within organization Generation: At organization level Prefix SER Starting Serial Number: 0000000001 21. ATP, Pick, Item-Sourcing 22. Enter the following information: ATP Defaults Rule: second) Picking Defaults: Rule: Rule PR1 Subinventory Order: Locator Order: Pick Confirmation Required: Over Picking for Manufacturing: Over Picking for Transfer Orders: Enable Rules Override for Lot-Level Res.: Item Sourcing Detail: Type: Item Sourcing Detail: Organization: Item Sourcing Detail: Subinventory: 23. (T) Inter-org Information 24. Enter the following information: Inter-organization Transfer Charge: Predefined Percent: Transfer Credit: 000 Purchase Price Variance: Receivable: 46 Predefined percent 10% 01-520-5290-000001-520-5210-0000-000 01-000-1810-0000-000 Total ATP, No DC (select Default Picking Blank Blank Blank Blank Selected Selected Supplier Blank Blank

 Payable: Intransit Inventory 25. (M) File > Close Form Define Receiving Information 26. (B) Others > Receiving Information

01-000-2370-0000-000 01-000-1460-0000-000

27. Enter the following Receiving Information: Enforce Ship-To: None ASN Control Action: None Receipt Days Early and Late: 5 Receipt Days Exceed-Action Warning Over Receipt Tolerance (%) 5% Over Receipt Action Warning RMA Receipt Routing: Standard Receipt Routing: Standard Allow Substitute Receipts: Selected Allow Unordered Receipts: Selected Allow Express Transactions: Selected Allow Cascade Transactions: Selected Validate Serial Numbers on RMA Receipts: Selected Receipt Number Generation: Automatic Receipt Number Type: Alphanumeric Next Receipt Number: 1 Validate Lots on RMA Receipts: Restricted Receiving Inventory Account: 01-000-1410-0000000 Clearing Account: 01-000-1410-0000-000 28. (B) Save 29. Click Close Window. 30. Save your work. 31. Close the Organizations window. Link the Location to the Inventory Organization 32. Navigate to the Location window. (N) Setup > Organizations > Location

47

33. Find M12 Orlando. (M) > View > Query By Example > Enter

34. Enter %M12% in the Name field. (M) > View > Query By Example > Run

35. (T) Other Details 36. Enter the following information: Inventory Organization: 37. Save your work and close the window. M12 Orlando MFG

48

5.21
Responsibility: Inventory, Vision Operations 1. Navigate to the Master Items window. (N) Items > Master Items

2. Create an item with the following information Item: lot_control_item Description: Lot control item 3. (N) Tools > Copy From Template: Finished Good 4. (B) Apply 5. (B) Done 6. (T) Inventory 7. Enable the following Item Attributes: Lot Control: Maturity Days: Hold Days: Lot Expiration (Shelf Life): Shelf Life Days: Retest Interval: Expiration Action Interval: Expiration Action: Grade Controlled: Default Grade: 8. (M) File > Save 9. (T) Organization Assignment 10. Enable the item in the following organizations: M1 Seattle Manufacturing M2 Boston Manufacturing 11. (M) File > Save 12. (M) File > Close Form Full Control 15 5 Shelf Life Days 60 30 10 Dispose Enabled A

49

13. Navigate to the Lots window. (N) On-hand, Availability > Lots

14. (B) New 15. Enter lot_control_item in the Item field. 16. (B) Generate Lot

50

51

5.31
Responsibility: Inventory, Vision Operations USA 1. Navigate to the Maintain Grades window. (N) Setup > Maintain Grades

2. (M) File > New 3. Enter the following grade information. Grade: AVG Description: Average grade 4. (M) File > Save 5. (M) File > Close Form.

52

5.4Solution Using the Lot Master

Generating Lots Responsibility, Inventory, Vision Operations USA 1. Navigate to the Item Lots window. (N) On-hand, Availability > Lots

2. (B) New 3. Enter Item ##-Item04 in the Item field where ## represents your team number. 4. Press Enter.

5. (B) Generate Lot 6. (M) File > Save

53

7. (M) > New 8. Enter item ##-Item05 in the Item field where ## represents your team number. 9. Press Enter.

54

10. (B) Generate Parent Lot 11. (B) Generate Lot 12. (M) File > Save

55

13. (M) File > New 14. Enter item ##-Item06 in the Item field where ## represents your team number.

56

15. (B) Generate Lot 16. Where does the Grade field default from? ______________ 17. (M) File > Save 18. (M) File > New 19. Enter item ##-Item08 in the Item field where ## represents your team number.

57

20. (B) Generate Lot 21. Enter the current date in the Origination Date field.

58

22. Enter date information in the following fields: Expiration Date Expiration Action Date Expiration Retest Date Note: The dates do not appear in these fields 23. (M) File > Save 24. (M ) File > Close Form

59

60

5.51
Responsibility: Inventory, Vision Operations USA Creating New Revisions 1. If you are not in M1 organization, change your organization to M1. (N) Change Organization. Select M1 Seattle Manufacturing from the organization list.

2. (N) Items > Organization Items. 3. Find Item AS18456. 4. (T) Inventory. 5. Select the Revision Control check box. 6. (M) Tools > Revisions. 7. (M) File > New. 8. Enter the following revision information: Revision: B Revision Label: B Description: Lap Top Assembly Revision Effective Date: Today's Date. 9. (M) File > Save. 10. (M) File > Close Form. Enabling Lot Control 11. (N) Items > Organization Items. 12. Find item AS18456. 13. (T) Inventory. 14. Select Full Control in the Lot alternative region. 15. Enter the starting lot prefix. 16. Enter the lot starting number. 61

17. (M) File > Save. 18. (M) File > Close Form. Enabling Serial Control 19. (N) Items > Organization Items. 20. Find Item AS42001. 21. (T) Inventory. 22. Select Predefined from the Serial alternative region: Starting Prefix: AS Starting Number: 000001 23. (M) File > Save. 24. (M) File > Close Form. Generating Serial Numbers 25. (N) On-hand, Availability > Generate Serial Numbers. 26. Enter the following information to generate serial numbers: Item: AS42001 Quantity: 1000 27. Choose Submit. Transacting Locator Controlled Items. 28. (N) Transactions > Miscellaneous Transactions. 29. Enter the following transaction information: Type: Miscellaneous receipt Account: Miscellaneous 30. Choose Transaction Lines. 31. Enter the following receipt information: Item: AS18456 Revision: B Subinventory: FGI Quantity: 10 32. Choose Lot /Serial.

62

33. Choose Generate. Lot Quantity: 34. Choose Done. 35. (M) File > New.

10

36. Enter the following receipt information: Item: AS42001 Subinventory: FGI Quantity: 15 37. Choose Lot /Serial. 38. Select the first available serial number from the list of values. Note: The End Serial Number field populates automatically according to the transaction quantity. 39. Choose Done. 40. (M) File > Save. 41. (M) File > Close Form.

63

64

5.6Solution Generating and Maintaining Serial Numbers

Responsibility: Inventory, Vision Operations USA Generate Serial Numbers 1. Navigate to the Generate Serial Numbers window. (N) On-hand, Availability > Generate Serial Numbers.

2. Enter the following information: Item: ##- Item-07 Quantity: 10000

3. (B) OK.

65

4. (B) Submit 5. (B) Yes

6. (M) File > Save 7. (M) File > Close Form Find Serial Numbers 8. Navigate to the Serial Numbers window. (N) On-hand, Availability > Serial Numbers

9. Enter the following information: 66

 Item: ##-Item07 If you place your cursor in the item field then you can enter information in that field.

10. (B) Find

67

11. (B) Serial Info

68

The serials are in the Defined but not used state. 12. (M) File > Close Form

69

5.71
Responsibility: Inventory, Vision Operations USA 1. (N) On-hand, Availability > Lots 2. Select an item 3. (B)View Genealogy 4. (T) Lot Attributes Explain the Lot Attributes tab. This tab contains information about the lot. 5. (T) Material Transactions Explain the Material Transactions tab. If you transacted this lot, then the transactions appear in this tab. You can also access the Grade /Status history as well as reservations and on-hand quantity. 6. (T) Pending Txns and Allocations Explain the Pending Txns and Allocations tab. If there are any pending transactions or allocations for the lot, then you can view it on this tab. You can access the existing reservations and the on-hand quantity as well. 7. (T) Products or Components Explain the Product and Components tabs. If you are viewing the lot by source, then you can view the Lot components. If you are viewing where the lot is used, then you can view the lot products. You can view the product or information such as transaction information and work, batch, or work order details. 8. (T) Quality Collections or Quality Samples Explain the Quality Collections and Quality Samples tabs. If you are using Oracle Quality, or Process Quality then you can view these tabs. 9. (T) Lot Based Jobs Explain the Lot Based Job Transactions tab.If you have Oracle Shop Floor Management installed, then you can see the Lot Based Job Transactions tab. The Lot Based Job Transactions tab displays the Oracle Shop Floor Management transactions, such as splitting, merging, bonus lots, and updating assemblies. It displays the previous values for WIP Lot Name, Start Quantity, and Assembly Number, and the resulting values after the transaction.

70

6.11
Responsibility: Inventory, Vision Operations USA Setting Up Source Types 1. (N) Setup > Transactions > Source Types 2. Select the User tab. 3. (M) File > New. 4. Use the following information to define a source type. Name: Charitable Donation Description: Charitable Donation 5. (M) File > Save. 6. (M) File > Close Form. Setting Up Transaction Types 7. (N) Setup > Transactions > Types. 8. Select the User tab. 9. (M) File > New. 10. Use the following information to define a transaction type. Name: Goodwill Donation Description: Goodwill Donation Source Type: Charitable Donation Action: Issue from Stores 11. (M) File > Save. 12. (M) File > Close Form. Setting Up Transaction Reasons 13. (N) Setup > Transactions > Reasons 14. (M) File > New. 15. Use the following information to define a transaction reason. Name: Goodwill

71

 Description: 16. (M) File > Save. 17. (M) File > Close Form.

Charitable donation to Goodwill

72

73

6.21
Responsibility: Inventory, Vision Operations USA 1. Navigate to the Inventory Picking Rules window. (N) Setup > Rules > Picking Sales_Order_Partial_Lot_Subinventry Sales order partial lot allocation allowed Enabled RECEIPT DATE DESC 1

2. Enter the following information: Name: Description: Partial Allocation Allowed: Subinventory: Rank: 3. (M) File > Save 4. Select the Enabled check box. 5. (M) File > Save 6. (B) Assignment 7. Assign the rule to the following item: Item: AS18947 8. (M) File > Save 9. (M) File > Close Form 10. (M) File > Close Form

74

6.31
Responsibility: Inventory, Vision Operations USA 1. Navigate to the Inventory Accounting Periods window. (N) Accounting Close Cycle > Inventory Accounting Periods

2. Select a Future accounting period. 3. (B) Change Status. 4. (B) OK 5. (M) File > Close Form

75

7.1Solution Processing Miscellaneous Receipts

Responsibility = Inventory, Vision Operations (USA) 1. Navigate to the Miscellaneous Transactions window. (N) Transactions > Miscellaneous Transactions

2. Enter the following information: Type: Miscellaneous receipt Account: 01-580-7740-0000-000

3. (B) Transaction Lines Enter the following information for item ##item-01: Item: ##-Item-01 Subinventory: ##FGI Quantity: 1000

76

4. (M) > New 5. Enter the following information for ##-Item02: Item: ##-Item02 Subinventory: ##FGI Locator: ##.1.01 Quantity: 1000 6. (M) File > New 7. Enter the following information for ##-Item03: Item: ##-Item03 Subinventory: ##FGI Revision: A Quantity: 1000

77

8. (M) File > New 9. Enter the following information for ##Item04: Item: ##-Item04 Subinventory: 00FGI Quantity: 1000

78

10. (B) Lot/Serial 11. (B) Generate Lot 12. Enter the following lot information: Quantity: 500

13. (M) File > New 14. (B) Generate Lot 79

15. Enter the following lot information: Quantity: 500

16. (B) Done 17. (M) File > New 18. Enter following information for ##Item05: Item: ##Item05 Subinventory: ##FGI Quantity: 1000 Lot: Select an existing lot from the list of values

80

19. (M) File >New 20. Enter the following information for item ##-Item06: Item: ##-Item06 Subinventory: 00FGI Quantity: 1000 21. (B) Lot/Serial 22. (B) Generate Lot 23. Enter the following information: Lot Quantity: 1000

81

24. (M) File > New 25. Enter the following information for item ##-Item07: Item: ##-Item07 Subinventory: 00FGI Quantity: 500 26. (B) Lot/Serial 27. Enter a range of serial numbers.

82

28. (B) Done 29. (M) File > New 30. Enter the following information for ##-Item08: Item: ##-Item08 Subinventory: 00FGI Quantity: 1000 Note: Because of the defaulting rule you selected during setup, the secondary quantity appears automatically. 31. (B) Lot/Serial 32. (B) Generate Lot 33. Enter the following lot information: Quantity: 500

83

34. (B) Done 35. (M) File >Save 36. (M) File > Close Form 37. (M) File > Close Form Verify the Transactions Processed 38. Navigate to the Material Transactions window. (N) Transactions > Material Transactions

39. Verify todays date appears in the Transactions Dates fields.

84

40. (B) Find

41. What is the Source Type for item ##-Item03? ________________________________ 85

7.2Solution Processing Subinventory Transfers

Transferring Items between Subinventories Responsibility: Inventory, Vision Operations USA 1. Navigate to the Subinventory Transfers window. (N) Transactions >Subinventory Transfer

2. Enter Subinventory Transfer in the Type field.

3. (B) Transaction Lines 4. Enter the information according to the following table:
Item ##-Item01 ##-Item-02 Subinventory ##FGI ##FGI Quantity 10 10 To Subinv ##Main ##Main Locator N/A ##.1.01 To Locator ##.2.01 ##.2.01

86

Why do you have to enter a locator for both items in the ##Main subinventory? The ##Main subinventory is a Dynamic entry subinventory. All items in this subinventory are under locator control. 5. (M) File > Save 6. (M) Close > Form Verify the Transaction Processed 7. Navigate to the Material Transactions window. (N) Transactions > Material Transactions

8. Verify todays date appears in the Transactions Dates fields.

87

9. (B) Find

10. Verify the transaction processed. 11. (M) File > Close Form

88

7.3Solution Performing Interorganization

Transfers
Transacting Items Responsibility: Inventory, Vision Operations USA 1. Navigate to the Inter Organization Transfer Window. (N) Transactions > Inter-organization Transfer To Org: M2 Boston Manufacturing Transact Type: Intransit shipment Shipment Number: T## Freight: DHL Waybill: T## Containers: 1 Expected Receipt date: 1 week from today.

2. (B) Transaction Lines 3. Enter the following information: Item: your choice From subinventory: ##-FGI To subinventory: Stores

89

Quantity:

4. (B) Lot / Serial 5. Select the Lot from the lot LOV. The parent lot appears automatically. 6. Enter the 10 in the Quantity field.

7. (B) Done

90

Viewing Transactions 8. Navigate to the Material Transactions window. (N) Transactions > Material Transactions.

9. Enter your part number. 10. (B) Find

11. (T) Intransit

91

12. (M) File > Close Form

92

7.41
Responsibility: Inventory, Vision Operations USA Receipts 1. (N) Change Organization. M2 Boston Manufacturing 2. (N) Transactions > Receiving > Receipts. 3. Enter the following transaction information: Source Type: Internal Item: AS18947 4. Choose Find. 5. Select the Item to receive. 6. Enter the M2-Boston as the receiving Location. 7. (M) File > Save. 8. (M) File > Close Form. Receiving Stock 9. (N) Transactions > Receiving > Receiving Transactions. 10. Enter the following transaction information: Type: Internal Item: AS18947 11. Choose Find. 12. Select the transaction to deliver. 13. Enter the following receiving information: Location: M2 Boston Subinventory: Stores 14. (M) File > Save. 15. (M) File > Close Form.

93

Verifying Receipts and Receiving Transacitons 16. (N) Transactions > Receiving > View Receiving Transactions 17. Enter the following transaction information: Type: Internal Item: AS18947 18. Choose Find. 19. Select the appropriate receipt number. 20. Choose Transactions. 21. (M) File > Close Form.

94

7.5Solution Transacting Move Orders

Create a Move Order Responsibility = Inventory, Vision Operations USA Create a Move Order 1. Navigate to the Move Order window. (N) Move Orders > Move Orders

2. Define a Move Order Using the following Information: Number: ##-1 Description: Team ## move order Transaction Type: Move Order Transfer Source Subinventory: ##FGI Item: ##-Item08 Quantity: 10

3. (T) Destination Subinventory: ##Main Locator: ##.02.01

95

4. (B) Approve 5. (M) File > Close Form Transact Move Order 6. Navigate to the Transact Move Orders window. (N) Move Orders > Transact Move Orders

7. Find your move order. Numbers: ##-1

96

8. (B) Find

9. Update your Move Order. (B) View/Update Allocations Verify/Update the following: Subinventory: ##FGI To Subinventory: ##Main To Locator: ##.2.01

97

 Quantity:

10

10. (B) Transact 11. (B) OK 12. (M) File > Close Form Verify the Results 13. View the results to verify the transaction processed. (N) Transactions >Material Transactions

14. Enter Item ##-Item08 in the Item field

98

15. (B) Find 16. Verify the transaction processed.

99

7.61
Responsibility: Inventory, Vision Operations USA 1. (N) Setup > Organizations > Subinventories Verify you are in organization M1 Seattle. 2. (M) File > New 3. Enter the following subinventory information: Name: Description: Locator Control: 4. (B) Open. 5. Select Receiving as the subinventory Type. Explain to the students the difference between storage and receiving subinventory types. 6. (M) File > Save. 7. (M) File > Close Form. 8. (M) File > Close Form. Verifying Subinventories 9. (N) Change Organization. 10. Select M2 Boston Manufacturing. 11. (N) Setup > Organizations > Subinventories 12. (M) View > Find. 13. Enter Raw in the Find Field. 14. Click OK. 15. Note that subinventory Raw is not available in M2. 16. (M) File > Close Form. Raw Raw Materials Item Level

100

7.7Solution Mobile Transactions

Interorganization Transfers Using the Mobile Interface Responsibility = Materials & Mfg 1. Start the Telnet session. Windows Start menu > Run Enter telnet esxxxx.oracle.com 7070 in the Run dialog box, where xxxx is the instance number.

2. Select Default from the Device List.

3. Enter your user name and password. Note that Materials & Mfg responsibility must be assigned to your user name.

101

4. If more than one responsibility had been assigned to your user name, then select Materials & Mfg from the list.

5. Select Inventory from the Materials & Mfg Menu.

102

6. Select Transfers from the Inventory Menu.

7. Select Org Transfer from the Transfers Menu.

103

8. Enter your item to transfer using the following information: (The mobile device is case sensitive) Org Code: M1 To Org: M2 Trx Type: Intransit Shipment Shipment Number: ## Item: Your Choice From Sub: ##FGI Quantity: 1 To Sub: Stores

104

9. Select Done. Note: Use the down arrow to advance to Done.

10. Select Logout.

105

106

8.1. Solution Using the Material Workbench

Use the Material Workbench to view all On-hand Quantity in a Subinventory Responsibility = Inventory, Vision Operations USA 1. Navigate to the Material workbench (N) On-hand, Availability, On-hand Quantity 2. Enter the following information: Organization: Subinventory: On-hand: View by: M1 ##FGI Selected Location

107

4. Click Organizations 5. Click M1 6. Click Onhand

108

7. Select Item ##-03 in the right pane. 8. (B) Availability

109

9. What is the total quantity? _______________________________________ 10. What is the available to reserve quantity? ____________________________ 11. What is the available to transact quantity? ___________________________ 12. (M) File > Close Form

110

8.2. Guided Demonstration - Creating an ATP Rule

Responsibility: Inventory, Vision Operations USA 1. Navigate to the ATP Rules window. (N) Setup > Rules > Available to Promise

2. Enter the following information: Name: Description: consumption Backward Past Due Days Demand: Infinite Supply: Aggregate Order Promising Time Fence: Selected 10 User-defined time fence User Defined ATP_Backward ATP Backward

3. Select the following Demand Sources: Sales Orders Internal Orders Discrete WIP Repetitive WIP

4. Select the following Supply Sources: Discrete WIP Repetitive WIP Internal Reqs Supplier Reqa Purchase Orders On-hand Available Interorg Transfers

5. (M) File > Save 111

6. (M) File > Close Form

8.3. Solution Creating Reservations

Create a Reservation Responsibility = Inventory, Vision Operations 1. Navigate to the Item Reservations window. (N) On-hand, Availability > Reservations 2. (B) New 3. Enter the following Demand information: Organization: M1 Item: ##-Item02 Type: Inventory Name: Team ## Reservation Need by date: Todays date UOM: Ea Quantity: 10

112

4. (T) Supply 5. Enter the following Supply information: Type: Inventory Name: Team ## Reservation

6. (M) File > Save

113

7. (M) File > Close Form

9. Solution Setting up Material Status Control

Verify Transaction Type Responsibility = Inventory, Vision Operations 1. Navigate to the Transaction Types window. (N) Setup > Transactions > Types 2. (T) System 3. Verify Status Control is selected for the Subinventory Transfer transaction type.

114

4. (M) File > Close Form Define a Material Status 5. Navigate to the Material Status window. (N) Setup > Transactions > Material Status 6. Enter the following information: Name: Team ## Material Status Description: Team ## disallow subinventory transfers Usage: Subinventory 7. Select transfer material between subinventories from the Allowed Transactions list. 8. (B) > (A)

115

(M) File > Save (M) File > Close Form Assign a Material Status Navigate to the Subinventories Summary window. (N) Setup > Organizations > Subinventories 9. Select your ##LV Subinventory.

116

10. (B) Open 11. Select your material status from the Status list of value.

12. (B) Ok

117

13. (M) File > Save 14. (M) File > Close Form 15. (M) File > Close Form Perform a Transaction with Your Material Status 16. Navigate to the Miscellaneous Transactions window. (N) Transactions > Miscellaneous Transaction Type: Miscellaneous Receipt Account: 01-580-7740-0000-000

17. Enter the following information:

118

18. (B) Transaction Lines 19. Enter the following information: Item: ##-Item01 Subinventory: ##LV Quantity: 15

119

20. (M) File > Save 21. (M) File > Close Form 22. (M) File > Close Form 23. Navigate to the Subinventory Transfers window. (N) Transactions > Subinventory Transfer 24. Enter the following information: Type: Subinventory Transfer

120

25. (B) Transaction Lines 26. Enter the following information: Item: ##-Item01 Subinventory: ##LV

Can you perform subinventory transfer? No, ##LV is missing from the list of subinventories. Why is ##LV missing from the list of Subinventories? ____________________ 121

27. (B) Cancel 28. (M) Edit > Clear > Record 29. (M) File > Close Form 30. (M) File > Close Form

10.1. Guided Demonstration - Creating a Manual Forecast

Responsibility: Inventory, Vision Operations USA Creating a Forecast Set 1. (N) Planning > Forecasts > Sets 2. Enter the following the information to create a forecast set: Forecast Set: FG Set Description: Finished Goods forecast set Bucket Type: Weeks Level: Item Forecast: FGI Description: Finished Goods forecast

3. (M) File > Save.

122

4. (M) File > Close Form. Setting Up Forecast Entries 5. (N) Planning > Forecasts > Entries 6. (M) View > Find 7. Select the FG Set forecast set. 8. Enter the following forecast entry information Item: AS54888 Bucket: Weeks Date: Todays Date End Date: 1 week in advance. Current: 1000 Item: AS18947 Date: 1 week in advance End Date: 2 weeks in advance Current: 2000 Item: AS18947 Date: 2 weeks in advance End Date: 3 weeks in advance. Current: 3000

9. (M) File > Save. 10. (M) File > Close Form. Viewing Forecast Quantities 11. (N) Planning > Forecasts > View Entries 12. (M) View > Find. 13. Select the FG Set Forecast set. 14. Choose Bucketed 15. (M) File > Save. 16. (M) File > Close Form.

123

10.2. Guided Demonstration - Setting up Reorder Point Planning

Responsibility: Inventory, Vision Operations USA Setting up Reorder Point Planning for an Item 1. Navigate to the Organization Items window. (N) Items > Organization Items. 2. Enter item AS18947 in the Item field. 3. (B) Find. 4. (T) General Planning. 5. Change the Inventory Planning Method to Reorder Point. 6. Change the Minimum Order Quantity to 35. 7. Change the Order Cost to 45.

124

8. Change the Carrying Cost % to 12. 9. (T) Lead Times. 10. Change the Processing lead time to 5. 11. (M) File > Save. 12. (M) File > Close Form. Running the Reorder Point Planning Report 13. Navigate to the Reorder Point Planning window. (N) > Planning > Reorder Point Planning. 14. Select Items under reorder point as the Item Selection. 15. Enter Demand and Supply cut off dates. 16. Select FG Set from the list of values. 17. Submit your request. Viewing the Reorder Point Planning Report 18. (N) Requests.

10.3. Solution Performing Min-max Planning

Enable Min-Max Planning for Item Responsibility = Inventory, Vision Operations USA 1. Navigate to the Organization Items window and find your ##-Item03 item. (N) Items > Organization Items 2. Find your ##-Item03 item. 3. (T) General Planning Inventory planning Method: Min-Max

125

4. (M) File > Save 5. (M) Tools > Item Subinventories 6. Enter the minimum and maximum quantities for the item/subinventory combination as follows: Name: ##FGI Minimum Quantity: 300 Maximum Quantity: 900

126

7. Save and Close window. (M) File > Save (M) File > Close Form

Request a Min-Max Planning Report 8. Navigate to the Min-Max Planning window. (N) Planning > Min-Max Planning Planning Level: Subinventory Subinventory: ##-FGI Demand Cuttoff Date: 1 month from today Supply Cuttoff Date 1 month from today 9. Enter the following information in the Parameters window:

127

10. (B) OK. 11. (B) Submit. 12. (B) No.

128

View the Min-Max Planning Report 13. (N) Requests 14. Select My Completed Requests

129

15. Select Find. 16. Select your request.

130

17. (B) View Output. 18. (M) File > Close. 19. (M) File >Close Form.

131

10.4. Solution - Performing a Replenishment Count Using Forms

Define Item-Subinventory Relationship and Sourcing Information Responsibility = Inventory, Vision Operations USA 1. Verify the on-hand quantity of ##-Item02 in your ##FGI subinventory. (N) On-hand, Availability > On-hand Quantity o Subinventory: ##FGI o Item / Revision: ##-Item02

132

2. (B) Find (M) File > Close Form

3. Navigate to the Subinventories window. (N) Setup > Organizations > Subinventories 4. Select the ##LV subinventory from the list.

133

5. (B) Item/Subinventory 6. Define the item-subinventory relationship using the following information: (T) Planning Item: ##-Item02 Min-Max Planning: Yes Min Qty: 10 Max Qty: 50

(T) Sourcing Type: Subinventory Subinventory: ##FGI

134

7. (M) File > Save Enter Replenishment Count Header Information 8. Navigate to the Replenishment Count Headers window. (N) Counting > Replenishment Counts > Counts 9. (B) New 10. Create a new replenishment count header using the following information: Name: ##RC1 Subinventory: ##LV Count Using Mobile: No

135

Enter Replenishment Count Using Forms 11. (B) Default Items 12. Enter the following information: Count Type: Onhand Quantity Quantity: 5

13. (M) File > Save Process the Count Information Using Forms 14. Return to the Replenishment Count Headers window.

136

15. (B) Process and Report 16. (B) Ok 17. View the details of the Replenishment Count Report by querying for the request number in the Requests window. Note: Because ##-Item02 is sourced from another subinventory, Oracle Inventory automatically creates a move order after you process the count. To complete this transaction you must transact this move order using the Transact Move Orders window. 18. What is the reorder quantity for ##RC1? The reorder quantity is 45 (maximum quantity on-hand quantity).

137

10.5. Solution - Performing a Replenishment Count Using the Mobile Application

Enter Replenishment Count Header Information Responsibility = Inventory, Vision Operations USA 1. Navigate to the Replenishment Count Headers window. (N) Counting > Replenishment Counts > Counts 2. (B) New 3. Create a new replenishment count header using the following information: Name: ##RC2 Subinventory: ##-LV Count Using Mobile: Yes

Enter Replenishment Count Lines 4. (B) Default Items. 5. Enter the following information: Count Type: Order Quantity

138

6. (M) File > Save 7. (M) File > Close Form Enter Replenishment Count Using the Mobile Application Responsibility = Materials & Mfg 8. Start the Telnet session. Windows Start menu > Run Enter telnet esxxxx.oracle.com 7070 in the Run dialog box, where xxxx is the instance number.

9. Select <Default> from the Device List.

139

10. Enter your user name and password. Note that Materials & Mfg responsibility must be assigned to your user name.

11. Select <Materials & Mfg>

140

12. Select <Inventory> from the Materials & Mfg Menu.

13. Select <Counting> from the Inventory menu.

141

14. Select <Repl Count> from the Counting menu.

15. Enter the following information when prompted. Note: The mobile application screen is case sensitive. Organization Code: M1 Subinventory: ##-LV Replenishment Count Name: ##RC2 142

16. Select <Count> to enter the order quantity.

17. Enter ##-Item02 in the Item field. 18. Enter 30 in the Order Qty field.

19. Select <Save/Next>

143

20. Press Ctrl+B to view the Message Page.

Process the Count Information Using the Mobile Application 21. Select <Process and Report> 22. Press Ctrl+B to view the Message Page. The request number is displayed. You can view the details of the Replenishment Count Report by querying for the request number in the Requests window.

144

23. Select Logout to exit the mobile application. 24. Can you enter the count in the Replenishment Count Lines window for ##RC2? Why? No, you cannot enter the count in the Replenishment Count Lines for ##RC2. This is because you would have selected the Count Using Mobile check box in the Replenishment Count Headers window, you can enter the count only using the mobile application.

145

10.6. Solution Performing Kanban Replenishment

Setting up a Kanban Pull Sequence Responsibility = Inventory, Vision Operations USA 1. Navigate to the Pull Sequences window. (N) Kanban > Pull Sequences > (B) New. o Item: ##-Item03 o Subinventory: ##FGI o Source Type: Supplier o Supplier: Advanced Network Devices o Supplier Site: Santa Clara (T) Kanban o Calculate: Number of Cards o Size: 10 o Number of Cards: 10 o Minimum Order Quantity: 20 2. Use the following information to define a new pull sequence:

146

3. (M) File > Save Generate Kanban Cards 4. (B) Generate Cards 5. Yes to print Kanban cards. 6. Verify your Kanban cards printed. (M) View > Requests Select All My Requests (B) Find

147

(M) File > Close Form

Replenish Kanban Cards 7. Navigate to the Kanban Cards Summary window. (B) Cards or (N) Kanban > Kanban Cards. Select the first Kanban card in the list. (B) Replenish. Verify the supply status changed to Wait. Select the second Kanban card in the list. (B) Replenish. Verify the supply status is Empty. 8. Replenish Kanban cards.

148

9. (N) File > Save. 10. (N) File > Close Form.

149

11.1. Solution Compiling an ABC Analysis

Compile an ABC Analysis Responsibility = Inventory, Vision Operations USA 1. Navigate to the ABC Compile window. (N) ABC Codes > ABC Compiles (M) File > New 2. Compile an ABC Analysis using the following information: Name: ##FGI-ABC Description: ABC Compile for Team ##FGI Content and Valuation Scope: Subinventory Subinventory: ##FGI Criterion: Current on hand quantity Cost Type: Frozen

(B) Compile (B) OK Note your report request number. ___________________

150

 (B) Yes (B) OK Note your request number. _________________ 3. (M) File > Close Form Define ABC Classes 4. Navigate to the ABC Classes window. (N) ABC Codes > ABC Classes (M) File > New 5. Define three ABC Classes using the following naming conventions: Name: ##Class A Description: A items Name: ##Class B Description: B items Name: ##Class C Description: C items

6. Save and Close window. (M) File > Save. (M) File > Close Form.

151

Define an ABC Group 7. Navigate to the ABC Assignment Groups window. (N) ABC Codes > ABC Assignment Groups. (M) File > New

8. Define an ABC group using the following information: Group Name: ##ABC Group Compile Name: ##FGI-ABC

Note: Make sure that ##ABC Group (the group that you created) is selected.

(B) Group Classes

Define an ABC Sequence 9. Define an ABC Sequence using the classes you created earlier. Class Name ##Class A ##Class B ##Class C

152

10. Save your work. (M) File > Save Assign Item Valuation 11. (B) Assign Items. 12. Enter the following percentages in the % Items field: ##Class A: 50 ##Class B: 80 ##Class C: (system calculates)

153

13. (B) Assign 14. (B) OK Update ABC Codes 15. Review and update the ABC codes assigned to items in the ##FGI sub inventory. Select ##ABC Group in the ABC Assignment Groups window. (B) Update Items
1 2 3 4 5 6 6 16.67% 33.33% 50.00% 66.67% 83.33% 100.00%

154

Change one item from ##Class C to ##Class A. Change one item from ##Class B to ##Class C. (M) File > Save (M) File > Close Form

155

11.2. Solution Performing a Cycle Count

Define a Cycle Count Header Responsibility: Inventory, Vision Operations USA 1. Navigate to the Cycle Counts Window. (N) Counting > Cycle Counting > Cycle Counts 2. (B) New 3. Enter a new cycle count header using the following information: (T) Scope and Control o Name: ##Cycle Count o Description Team ##Cycle Count o Calendar: Vision01 o Adjustment Account: Miscellaneous o Late Days: 1 o Starting Sequence: ## o Unscheduled entries Yes o Display System qty: Yes o Count Subinventories: Specific o Subinventory: ##FGI

156

(T) Serial and Schedule o Count: Not Allowed o Auto Schedule: Yes o Frequency: By Period

157

(T) Adjustments and ABC o Approval Required: If out of Tolerance o QTY 3% o Adjust Value: 50 o Hit/Miss: 10% o Group: ##ABC Group o Option: (Re)initialize

158

(B) Classes o ##Class A: 150 counts per year o ##Class B: 100 counts per year o ##Class C: 50 counts per year

159

4. (M) File > Save 5. (B) OK Perform a Cycle Count 6. (M) Tools > Perform Full Cycle Count

160

7. Enter the following parameters. After entering each power click OK. Generate automatic schedule (Parameters field): ##Cycle Count

Generate cycle count requests (Parameters field): ##Cycle Count

Cycle Count Listing (Parameters field): ##Cycle Count 161

8. (B) Submit 9. (B) OK 10. (M) File >Close >Form 11. (M) File >Close Form Note: Do not proceed until after your concurrent request completes. Enter Cycle Count Entries

162

12. Navigate to the Cycle Count Entries window. (N) Counting > Cycle Counting > Cycle Count Entries 13. Enter ##Cycle Count in the Cycle Count name field, or select your cycle count from the list of values. 14. (B) Find 15. (B) Yes

16. (T) Adjustments 17. Enter Count Quantities for your items. Enter a few quantities that are out of tolerance, a few quantities within tolerance, and at least one that matches the system quantity.

163

18. Save and Close window. (M) File > Save (M) File > Close Form

Approve, Reject or Recount Cycle Count 19. Navigate to the cycle count approvals window. (N) Counting > Cycle Counting > Approve Counts 20. Select your cycle count from the LOVs in the Cycle Count field. 21. (B) Find 22. (B) No

164

23. Why are some of the items already approved? They fall within set approval limits. 24. Approve, reject or recount your items. 25. Save and Close window. (M) File > Save (B) OK (M) File > Close Form

See adjustment in material transactuion summary window Or On hand availability weindow if you know the earlier on hand quatiioties

165

11.3. Solution Mobile Counting

Entering Item Quantities Using the Mobile Responsibility = Materials & Mfg 1. Start the Telnet session. Windows Start menu > Run Enter telnet esxxxx.oracle.com 7070 in the Run dialog box, where xxxx is the instance number.

2. Select Default from the Device List.

166

3. Enter your user name and password. Note that Materials & Mfg responsibility must be assigned to your user name.

4. If more than one responsibility had been assigned to your user name, select Materials & Mfg from the list.

5. Select Inventory from the Materials & Mfg Menu.

167

6. Select Counting from the Inventory Menu.

7. Select Cycle Count from the Counting Menu.

168

9. Enter the following information when prompted. Note: The mobile application screen is case sensitive. Org Code: M1 Cycle Count Name: ##Cycle Count Sub: ##FGI Item: Enter an item in your ##FGI subinventory Qty: Enter a quantity

169

10. Select Done to apply your cycle count. 11. Select Logout to exit the Mobile.

170