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2.

1 Guided Demonstration - Setting up Locations
Responsibility = Inventory, ision !perations "S# 1. Navigate to the Locations window.  (N) > Setup > Organizations > Locations. Na e! "12 Orlando (#ive $our own Na e! lalit location%) Description! Orlando "anufacturing 'ddress St$le! (nited States 'ddress Line 1! 1++ ,uena -ista Drive .it$! Orlando State! /L 0ip .ode! %21+% .ount$! Orange .ountr$! (nited States &elephone! ()+2) 12134+++ the list of values! *astern Ship3&o Location! "12 Orlando Ship3&o Site 9eceiving Site Office Site ,ill3&o Site :nternal Site 2. Define a Location using the following infor ation!  

%. (&) 'ddress Details  ). *nter the following address infor ation!       

4. Select the following &i ezone fro  5. (&) Shipping Details 

2. -erif$ the following 6o7es are chec8ed     

1. Save and .lose for .

1

;o8da$ .alendar! lalitcale%

2.2. Guided Demonstration - Setting "p !rgani$ations
Responsibility% Inventory, ision !perations "S# 1. Navigate to the Organizations window.  (N) > Setup > Organizations > Organizations. 2. (,) New in /ind window %. Set up a new organization using the following infor ation!    Na e! "12 Orlando "/# lalit :nventor$ Org% &$pe! <lant Location! "12 Orlando "/#

). Save $our wor8. 4. :n the Organization .lassification alternative region= select the following infor ation!   Na e! :nventor$ Organization *na6led! Selected

5. Save $our wor8. De&ine #ccounting In&ormation 2. (,) Others > 'ccounting :nfor ation. 1. *nter the following accounting infor ation!    <ri ar$ Ledger! -ision Operations Legal *ntit$! -ision Operations Operating (nit! -ision Operations

>. Save $our wor8. De&ine Inventory 'arameters 1+. (,) Others > :nventor$ :nfor ation > (&) :nventor$ <ara eters 11. *nter the following inventor$ para eters! 2

       

Organization .ode! :te "aster Organization!

"12 -ision Operations -ision+1 ,lan8 5+ Da$s 'pprove auto aticall$

.alendar! De and .lass! "ove Order &i eout <eriod! "over Order &i eout 'ction! Locator .ontrol!

Deter ined at Su6inventor$ Level

'uto Delete 'llocations at "ove Order .ancel! Selected

12. (&) .osting :nfor ation 1%. *nter the following costing para eters!         .osting "ethod! Standard &ransfer to #L! ?es 9everse *ncu 6rance! No <ro@ect .ost .ollect *na6led! No Defer Logical &ransactions! No .ost .utoff Date! ,lan8 Default "aterial Su63*le ent! ,lan8 "aterial Overhead Su63*le ent! ,lan8

1). *nter the following valuation accounts!
#ccount (ype "aterial Outside <rocessing "aterial Overhead Overhead 9esource *7pense #ccount +13+++31)1+3++++3+++ +13+++31)4+3++++3+++ +13+++31)2+3++++3+++ +13+++31)%+3++++3+++ +13+++31))+3++++3+++ +1342+324%+3++++3+++

14. (&) Other 'ccounts 15. *nter the following other account infor ation!

3

(&) 9evision= Lot= Serial 'nd L<N 11. (select second) <ic8ing Defaults! 9ule! Default <ic8ing 9ule <91 Su6inventor$ Order! .! Selected 4 . *nter the following Serial .onfir ation 9eAuired! .reate Lot (O" . *nter ' in the Starting 9evision field.ith e7ception .lan8 Over <ic8ing for "anufacturing! . 1>.#ccount (ype <urchase <rice -ariance :nvoice <rice -ariance :nventor$ '< 'ccrual Sales . (&) '&<= <ic8= :te 3Sourcing 22.ithin organization 't :te S*9 lal +++++++++1 1 level 2+.lan8 'llow Different Lot Status! (niAueness! #eneration! <refi7 Starting Serial Nu 6er! .ost of #oods Sold 'ccount Deferred .O#S 'ccount #ccount +1342+3421+3++++3+++ +1342+3422+3++++3+++ +13+++3222+3++++3+++ +1342+3)11+3++++3+++ +13)4+3411+3++++3+++ +13)4+3411+3++++3+++ 12.lan8 Locator Order! . *nter the following infor ation!         '&< Defaults 9ule! &otal '&<= No D.ontrol para eters!     21. *nter the following Lot .lan8 Over <ic8ing for &ransfer Orders! Selected *na6le 9ules Override for Lot3Level 9es.lan8 <ic8 .onversion! .ontrol para eters!       (niAueness! #eneration! &otal Length! #eneration! 'cross :te s 't :te %+ 't ite level Level 'uto .

ontrol 'ction! 9eceipt Da$s *arl$ and Late! 9eceipt Da$s *7ceed3'ction Over 9eceipt &olerance (B) Over 9eceipt 'ction 9"' 9eceipt 9outing! 9eceipt 9outing! 'llow Su6stitute 9eceipts! 'llow (nordered 9eceipts! 'llow *7press &ransactions! 'llow . *nter the following 9eceiving :nfor ation!              *nforce Ship3&o! 'SN .arning Standard Standard Selected Selected Selected Selected elected 5 . (&) :nter3org :nfor ation 2). (.redit! <urchase <rice -ariance! 9eceiva6le! <a$a6le! :ntransit :nventor$ <redefined percent 1+B +1342+342>+3++++3+++ +1342+3421+3++++3+++ +13+++3111+3++++3+++ +13+++32%2+3++++3+++ +13+++31)5+3++++3+++ 24.arning 4B .   :te :te :te Sourcing Detail! &$pe! Supplier Sourcing Detail! Organization! .ascade &ransactions! -alidate Serial Nu 6ers on 9"' 9eceipts! None None 4 . *nter the following infor ation!        :nter3organization &ransfer .harge! <redefined <ercent! &ransfer .lan8 Sourcing Detail! Su6inventor$! .lan8 2%.lose /or De&ine Receiving In&ormation 25.) Others > 9eceiving :nfor ation 22. ((") /ile > .

lose the Organizations window.$ *7a ple > 9un %%. Navigate to the Location window. Lin) t*e Location to t*e Inventory !rgani$ation %2. (&) Other Details %5. 6 . Save $our wor8. *nter B"12B in the Na e field.  (N) Setup > Organizations > Location (") > -iew > Cuer$ .lic8 . %+. /ind "12 Orlando. %1.$ *7a ple > *nter (") > -iew > Cuer$ . Save $our wor8 and close the window.indow.  %). . .  %4.      9eceipt Nu 6er #eneration! 9eceipt Nu 6er &$pe! Ne7t 9eceipt Nu 6er! -alidate Lots on 9"' 9eceipts! 9eceiving :nventor$ 'ccount! . *nter the following infor ation!  :nventor$ Organization! "12 Orlando "/# %2.lose . (.learing 'ccount! 'uto atic 'lphanu eric 1 9estricted +13+++31)1+3++++3+++ +13+++31)1+3++++3+++ 21.) Save 2>.

ontrol! :te Level 2.hange Organization to "1 Seattle.hange Organization . .    (N) . Navigate to the Su63inventories window.hoose Seattle "anufacturing Select OD (N) Setup > Organizations > Su6 inventories Na e! EE/#: Description! /inished #oods :nventor$ Status! 'ctive &$pe! Storage Locator .) New      lal su6in% lal su6in) lalit su6inventor$%39" lalit su6inventor$)3/# 7 .  %.reating Sub inventories Responsibility = Inventory.+.2. ision !perations "S# 1. Solution . (..

(") /ile > Save 4. (") /ile > New.      Na e! EE"ain Description! "ain Stores &$pe! Storage Status! 'ctive Locator .ontrol! D$na ic *ntr$ 8 .).

5.ontrol! None 9 . (") /ile > Save 2. (") /ile > New      Na e! EE9" Description! 9aw "aterials Status! 'ctive &$pe! Storage Locator .

(") /ile > New       Na e! EELDescription! Low -alue :nventor$ Status! (nservicea6le! Not 'vaila6le for Netting= '&< and 9eservations &$pe! Storage Locator .1. (") /ile > Save >.ontrol! None Cuantit$ &rac8ed! Deselected 10 .

:n which organization are $our new su6inventoriesF "1 Seattle "anufacturing eri&ying Subinventories 12.lose window.hange Organization. Does a su6inventor$ called EE/#: e7ist in "2 .   (") /ile > Save (") /ile > .oston "anufacturing. (N) . 1). Save and . (N) Setup > Organizations > Su6inventories 14. (") -iew > /ind.oston "anufacturingF No= $ou created $our su6 inventories in "1 Seattle "anufacturing. 1%. 11 .lose /or 11.  Select "2 .1+.

15. (") /ile > .lose /or . 12 .

) New 2. *nter the following new locators using the following infor ation! 9ow! /your team 01 9ac8! . Solution .ontrol De&ining Stoc) Locators 1.-. Navigate to the Stoc8 Locators window. • • • • • • • • • • • • • • • • • • • • • • (N) Setup > Organizations > Stoc8 Locators (. Setting "p Locator .2.in! Description! Su6inventor$ Locator Status! EE 2 +1 'n$thing $ou want EE"ain 'ctive EE 1 +1 'n$thing $ou want Storage Locator EE/#: 'ctive EE 1 +2 'n$thing $ou want Storage Locator EE/#: Not 'vaila6le for Netting= '&< and 13 .in! Description! &$pe! Su6inventor$! Locator Status! 9ow! 9ac8! .in! Description! &$pe! Su6inventor$! Locator Status! 'ctive ! 9eservations 9ow! 9ac8! .

lose 14 . Select (") /ile > . Select (") /ile > Save ).• • • • • • 9ow! 9ac8! .in! Description! Su6inventor$ Locator Status! 'ctive ! EE 2 +2 'n$thing $ou want EE"ain 'vaila6le for '&< and 9eservations %.

(se the following infor ation to create two new units of 3ame ++3. 4. ision !perations "S# 1. %.+.. ++D easure! . (N) > Setup > (nits of "easure > (nits of "easure.1 Guided Demonstration . "!2 ++. 2.lass ++3"etric ++3"etric Description ++ . (") /ile > New. (") /ile > Save.enti eter ++3Dilo eter ).lose /or .enti eter ++ Dilo eter 15 .reating "nits o& 2easure Responsibility% Inventory. (") /ile > .

+.2 Guided Demonstration - ,reating "nit o& 2easure ,lasses
Responsibility% Inventory, ision !perations "S# 1. (N) > Setup > (nits of "easure > .lasses. 2. (") /ile > New. %. *nter the following unit of     Na e! ++3"etric Description! ++3"etric .lass ,ase (nit ++3"eter (O"! ++" easure infor ation!

). (") /ile > Save. 4. (") /ile > .lose /or .

16

+.+ Guided Demonstration - De&ining "nit o& 2easure ,onversions
Responsibility% Inventory, ision !perations "S# 1. (N) Setup > (nits of "easure > .onversions 2. (") /ile > New. %. *nter ++3.enti eter in the (nit field. ). *nter +.+1 in the .onversion field. 4. (") /ile > New. 5. *nter ++3Dilo eter in the (nit field. 2. *nter 1+++ in the .onversion field. 1. (") /ile > Save. >. (") /ile > .lose /or .

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+.- Solution . De&ining "nits o& 2easure
Responsibility = Inventory, ision !perations "S# De&ining "nit o& 2easure ,lasses 1. Navigate to the (O" .lasses window.  (N) Setup > (nits of "easure > .lasses the list of values. 2. &he application pro pts $ou to select an organization if it is a first3ti e access to the data6ase. Select "1 Seattle "anufacturing fro %. (") /ile > New     Na e Description ,ase (nit (O" (a66reviation) EE* EE3C&? EE3Cuantit$ .lass EE3*ach

). (") /ile > Save.

De&ining "nits o& 2easure 4. Navigate to the (nits of "easure window.  (,) (nits of "easure 5. (") /ile > New 18

lass EE3Ct$ EE3Ct$ EE3Ct$ 3ote% Select (") /ile > New 6etween each new unit of easure conversion.ase (O" 3ote% Select (") /ile > New 6etween each new unit of easure.onversions easure conversion infor ation according to the following . (") /ile > .onversions 1+.lose for Setting up "nit o& 2easure . *nter the units of Na e EE3Dozen EE #ross E .2. 1. (") /ile > Save.  (.) Setup > (nits of "easure > .E Description EE Dozen (O" EE #ross (O" EE . *nter the unit of ta6le! (nit EE3Dozen EE3#ross EE3.ase easure infor ation according to the following ta6le! (O" EED EE# EE. 19 .ase . >. Navigate to the (nit of "easure .ase (nit EE3*ach EE3*ach EE3*ach 11. (") /ile > New 12.onversion 12 1)) 2) .onversions window.

*nter the following infor ation!     . (") /ile >. 1%.24++ ++3*ach 14."2+++1 .) On3hand Cuantities 12. Setting up Lot-Level "nit o& 2easure .onversions window. *nter a value in the New <ri ar$ Auantit$ field (for e7a ple= )1+). 20 . 1).onversions :te ! Lot! .3ote% -erif$ that $ou are creating a standard unit of easure conversion. (.ase (nit .onversion! 1 15.lose /or .lass (nit of "easure ..onversions Navigate to the Lot :nter3.  (N) Setup > (nits of "easure > Lot Specific . (") /ile > Save.

1>.11.hat t$pes of updates can $ou perfor on the (pdate Cuantities windowF GGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGG GGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGG 21 . (") /ile > Save. . 2+.lose /or . (") /ile >.

Select 'ppl$. 2. Define an ite H :te ! H Description! %. 1. >. *na6le the :te in "1 Seattle.-. 1+. (") &ools > Organization 'ssign ent.lose /or . using the following infor ation.op$ /ro . ision !perations "S# 1. (N) > :te s > "aster :te s. Select /inished #ood te plate fro 4. LO-. 2. (") /ile > Save. 11. ). 'S11)45 Lap &op 'sse 6l$ 22 . (") &ools > . (") /ile > Save. (") /ile > .De&ine Item Responsibility% Inventory. 5. Select Done.1 Guided Demonstration .

). (") -iew > Cuer$ 6$ *7a ple > *nter. (") -iew > Cuer$ 6$ *7a ple > 9un. (&) <urchasing >. the Displa$ 'ttri6utes zone. 2. Select the Org radio 6utton fro 1. Select the "aster radio 6utton fro 2.-. *nter ite B'S2++++. 23 . 5. (&) Order "anage ent 11. %.lose /or . 4.2 Guided Demonstration . (N) :te s > "aster :te s. the Displa$ 'ttri6utes zone.ie4ing Item #ttributes Responsibility% !racle Inventory. ision !perations "S# 1. (") /ile > . (&) 9eceiving 1+. (&) :nventor$.

+ Solution . ie4ing Item #ttributes ie4ing Item #ttributes Responsibility = Inventory. 2. field.indow. for 'S2++++. &his attri6ute is controlled at the aster 24 . • (N) :te s > "aster :te s E 'S2++++. ision !perations "S# 1.-. Navigate to the "aster :te s .ills of "aterial ' .O" is allowed for ite level. (&) . Cuer$ :te I (") -iew > Cuer$ 6$ *7a ple > *nter H *nter 'S2++++B in the :te I (") -iew > Cuer$ 6$ *7a ple > 9un %.

&his attri6ute is controlled at the organization level. (&) <rocess "anufacturing :te 'S2++++ is recipe ena6led.). 25 .

/ind :te 'S4)111.4. I (") -iew > /ind 26 .

27 .lic8 /ind. (&) "ain :te 'S4)11 :te Status is active= and aster controlled.I . 5.

2. 28 . (&) Order "anage ent . (&) .usto er orders are ena6led for this ite = and the attri6ute is aster controlled aster controlled.ill of "aterial is allowed for this ite = and the attri6ute is 1.ills of "aterial ' .

(&) :nvoicing :nvoicing is ena6led for this ite = and the attri6ute is aster controlled.>. (&) :nventor$ 29 . 1+.

:n how an$ Organizations can this part 6e usedF 30 .&his ite is transacta6le= and stoc8a6le. &hese attri6utes are aster controlled 11.

-. I (") /ile > . I (N) Setup > :te s > &e plates te plate! the show drop3down alue 4 )) 1 enu.lose /or 31 . (. I (") /ile > Save 4.lose the window. Select Lead &i es fro 5. *na6le the following ite #ttribute 3ame <reprocessing Lead &i e <rocessing lead &i e <ost <rocessing Lead &i e &e plates window.) New %..reating Item (emplates Responsibility% inventory. attri6utes in the following ta6le! 2. Save $our wor8. . I (") /ile > Save 1. (se the following infor ation to create an ite H &e plate! ++3Leadti e H Description! Standard lead ti es for new parts H Organization! "1 ). Guided Demonstration . Save $our wor8. Navigate to the :te 2.-. ision !perations /"S#1 1.

ision !perations "S# .5.-. (. . *nter /inished #oods in the &e plate field 4.De&ining Items Responsibility.ontrols 2.op$ /ro ). Solution . 5. (") &ools > . Navigate to the "aster :te s window  (N) :te s > "aster :te s Na e! EE3:te +1 Description &ea EE No :nventor$ .) Done 32 . Inventory. (.reate the no inventor$ controls ite ! lalit/#%   %.reate Items 1.) 'ppl$.

oston "anufacturing 33 . 'ssign the ite   to the following inventor$ organizations! Org! "1 Seattle "anufacturing Org! "2 . (") /ile > Save 1. (") &ools > Organization 'ssign ent >.2.

12.lic8 the 'ttri6ute #roups ta6. .reate $our locator3controlled ite . . (&) :nventor$ 1). /ile > New 1%. (") /ile > Save 11. 9epeat steps 235 to cop$ the finished good te plate.ontrolled :te <respecified 34 .ontrol! na e and description. *nter the ite additional ite HJNa e! HJDescription &ea HJLocator . *na6le the following attri6utes for $ou locator3controlled ite ! EE3:te +2 EE Locator .1+.

ontrolled :te HJNa e! EE3:te +% HJDescription &ea • 9evision . 9epeat steps 131+ to ena6le the ite "2 . (") /ile > New 1>.ontrol! Selected 6oth "1 Seattle "anufacturing= and 35 .reate $our revision3controlled ite . 11. .14. *na6le the following attri6utes for $our revision3controlled ite ! EE 9evision .lic8 the 'ttri6ute #roups ta6. .oston "anufacturing. (&) :nventor$ 2+. (") /ile > Save 15. 12. *nter the ite additional ite na e and description. 9epeat steps 235 to cop$ the finished good te plate.

9epeat steps 235 to cop$ the finished good te plate. *na6le the following additional 6oth "1 Seattle "anufacturing= and Lot .oston "anufacturing. . (") /ile > New 24.21.lic8 the 'ttri6ute #roups ta6.ontrolled :te na e and description. 2%. 9epeat steps 131+ to ena6le the ite "2 .reate $our lot3controlled ite .ontrol Starting <refi7! ' Starting Nu 6er! ++1 "aturit$ Da$s! 1+ Kold Da$s! 4 36 . 2). . (&) :nventor$ 25. (") /ile > Save 22.ontrol! /ull . *nter the ite ite        attri6utes for $our lot controlled ite ! Na e! EE3:te +) Description &ea EE Lot .

*na6le the following additional ite attri6utes for $our parent and child3lot3controlled ite ! EE .22. *nter the ite description. (") /ile > New %1. 2>. . (") /ile > Save 21. 9epeat steps 235 to cop$ the finished good te plate. 9epeat steps 131+ to ena6le the ite "2 . %+.hild and <arent Lot :te H Na e! EE3:te +4 H Description &ea H "aturit$ Da$s! 1+ H Lot .ontrol! /ull . .reate $our parent and child lot3controlled ite . (&) :nventor$ %2.oston "anufacturing.ontrol na e and 6oth "1 Seattle "anufacturing= and 37 .lic8 the 'ttri6ute #roups ta6.

%4. *na6le the following attri6utes for $our grade3controlled ite ! 38 6oth "1 Seattle "anufacturing= and .hild Lot *na6led! Selected H . . (&) :nventor$ %1.H Kold Da$s! 4 H . 9epeat steps 235 to cop$ the finished good te plate.lic8 the 'ttri6ute #roups ta6. (") /ile > New %2. (") /ile > Save %). 9epeat steps 131+ to ena6le the ite "2 . %5. *nter the ite additional ite na e and description.hild #eneration! <arentL.reate $our grade3controlled ite .oston "anufacturing. .hild H <refi7! ' H Starting Nu 6er! ++1 %%.

)2.reate $our serial3controlled ite . *na6le the following attri6utes for $our serial3controlled ite ! 6oth "1 Seattle "anufacturing= and 39 .H Na e! EE3:te +5 H Description &ea H Starting <refi7! ' H Starting Nu 6er! ++1 H "aturit$ Da$s! 1+ H Kold Da$s! 4 H #rade . 9epeat steps 131+ to ena6le the ite "2 . *nter the ite additional ite na e and description. )1.ontrol %>.ontrolled! Selected H Default #rade! ' EE #rade controlled ite H Lot .oston "anufacturing. (") /ile > New )%.lic8 the 'ttri6ute #roups ta6. (&) :nventor$ )). .ontrol! /ull . 9epeat steps 235 to cop$ the finished good te plate. (") /ile > Save )+. .

H Na e! EE3:te +2 H Description &ea H Starting <refi7! ' H Starting Nu 6er! ++++++1 EE Serial .ontrolled :te H #eneration! <redefined

)4. (") /ile > Save )5. 9epeat steps 131+ to ena6le the ite "2 ,oston "anufacturing. )2. .lic8 the 'ttri6ute #roups ta6. )1. (") /ile > New )>. (&) "ain 4+. .reate $our dual unit of ite easure and lot e7piration3controlled ite . *nter the attri6utes to ena6le dual unit of easure na e and description. 9epeat steps 235 to cop$ the finished good te plate. 6oth "1 Seattle "anufacturing= and

*na6le the following additional ite control! H <ri ar$! ++3*ach

40

H &rac8ing! <ri ar$ and Secondar$ H <ricing! <ri ar$ H Secondar$! ++3"eter H Defaulting! No Default H Deviation L + H Deviation M +

41 (&) :nventor$ 42. *nter the following lot control para eters! H Na e! EE3:te +1 H Description &ea EE Dual (O" and Lot e7piration controlled tie H Lot *7piration (Shelf Life .ontrol) /ull .ontrol H Shelf Life Da$s! %+ H 9etest :nterval! 1+ H *7piration 'ction :nterval! 4 H *7piration 'ction! Dispose H Lot .ontrol! /ull .ontrol H Starting <refi7! '

41

H Starting Nu 6er! ++1 H "aturit$ Da$s! 1+ H Kold Da$s! 4

4%. (") /ile > Save 4). 9epeat steps 131+ to ena6le the ite "2 ,oston "anufacturing. 44. (") /ile > Save 45. (") /ile > .lose /or ,reate a "nit o& 2easure ,onversion &or your Dual "!2 controlled item 42. Navigate to the (nit of "easure .onversions window 41. (N) Setup > (nits of "easure > .onversions 4>. (&) :nter3.lass 5+. *nter the following infor ation H :te ! EE3:te 3+1 H Destination! EE3"eter H .onversion! .+4 6oth "1 Seattle "anufacturing= and

42

51. (") /ile > Save 52. (") /ile > .lose /or .

.

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5.11
Responsibility% Inventory, ision !perations "S# 1. Navigate to the Organizations window. • (N) > Setup > Organizations > Organizations.

2. (,) New in /ind window %. Set up a new organization using the following infor ation! − Na e! "12 Orlando "/# − &$pe! <lant − Location! "12 Orlando "/# ). Save $our wor8. 4. :n the Organization .lassification alternative region= select the following infor ation! − Na e! :nventor$ Organization − *na6led! Selected

5. Save $our wor8. De&ine #ccounting In&ormation 2. (,) Others > 'ccounting :nfor ation. 1. *nter the following accounting infor ation! − <ri ar$ Ledger! -ision Operations − Legal *ntit$! -ision Operations − Operating (nit! -ision Operations >. Save $our wor8. De&ine Inventory 'arameters 1+. (,) Others > :nventor$ :nfor ation > (&) :nventor$ <ara eters 11. *nter the following inventor$ para eters! − Organization .ode! − :te "aster Organization! − .alendar! − De and .lass! − "ove Order &i eout <eriod! "12 -ision Operations -ision+1 ,lan8 5+ Da$s

44

− "over Order &i eout 'ction! 'pprove auto aticall$ − Locator .ontrol! Deter ined at Su6inventor$ Level − 'llow Negative ,alances! Selected − 'uto Delete 'llocations at "ove Order .ancel! Selected 12. (&) .osting :nfor ation 1%. *nter the following costing para eters! − .osting "ethod! − &ransfer to #L! − 9everse *ncu 6rance! − <ro@ect .ost .ollect *na6led! − Defer Logical &ransactions! − .ost .utoff Date! − Default "aterial Su63*le ent! − "aterial Overhead Su63*le ent! 1). *nter the following valuation accounts!
#ccount (ype "aterial Outside <rocessing "aterial Overhead Overhead 9esource *7pense #ccount +13+++31)1+3++++3+++ +13+++31)4+3++++3+++ +13+++31)2+3++++3+++ +13+++31)%+3++++3+++ +13+++31))+3++++3+++ +1342+324%+3++++3+++

Standard ?es No No No ,lan8 ,lan8 ,lan8

14. Other 'ccounts 15. *nter the following other account infor ation!
#ccount (ype <urchase <rice -ariance :nvoice <rice -ariance :nventor$ '< 'ccrual Sales .ost of #oods Sold 'ccount #ccount +1342+3421+3++++3+++ +1342+3422+3++++3+++ +13+++3222+3++++3+++ +1342+3)11+3++++3+++ +13)4+3411+3++++3+++

45

12.harge! − <redefined <ercent! − &ransfer .ontrol para eters! − (niAueness! .redit! +++ − <urchase <rice -ariance! − 9eceiva6le! 46 <redefined percent 1+B +1342+342>+3++++3 +1342+3421+3++++3+++ +13+++3111+3++++3+++ &otal '&<= No D. *nter the following Serial . *nter the following infor ation! − '&< Defaults 9ule! second) − <ic8ing Defaults! 9ule! 9ule <91 − Su6inventor$ Order! − Locator Order! − <ic8 . (select Default <ic8ing .lan8 .onfir ation 9eAuired! − Over <ic8ing for "anufacturing! − Over <ic8ing for &ransfer Orders! − *na6le 9ules Override for Lot3Level 9es.lan8 .lan8 Selected Selected Supplier .ithin organization − #eneration! 't organization level − <refi7 S*9 − Starting Serial Nu 6er! +++++++++1 21. *nter the following Lot .ontrol para eters! − (niAueness! 'cross :te s − #eneration! 't :te Level − &otal Length! %+ − #eneration! 't ite level − 'uto . *nter the following infor ation! − :nter3organization &ransfer .lan8 − 'llow Different Lot Status! . '&<= <ic8= :te 3Sourcing 22.ith e7ception 2+. *nter ' in the Starting 9evision field. (&) 9evision= Lot= Serial 'nd L<N 11. (&) :nter3org :nfor ation 2).lan8 .! − :te Sourcing Detail! &$pe! − :te Sourcing Detail! Organization! − :te Sourcing Detail! Su6inventor$! 2%.reate Lot (O" . 1>.lan8 .onversion! .lan8 .

(") /ile > . %1.learing 'ccount! +13+++31)1+3++++3+++ 21.) Save 2>. %+. (.arning − Over 9eceipt &olerance (B) 4B − Over 9eceipt 'ction . . • (N) Setup > Organizations > Location 47 .ascade &ransactions! Selected − -alidate Serial Nu 6ers on 9"' 9eceipts! Selected − 9eceipt Nu 6er #eneration! 'uto atic − 9eceipt Nu 6er &$pe! 'lphanu eric − Ne7t 9eceipt Nu 6er! 1 − -alidate Lots on 9"' 9eceipts! 9estricted − 9eceiving :nventor$ 'ccount! +13+++31)1+3++++3 +++ − .lose the Organizations window. *nter the following 9eceiving :nfor ation! − *nforce Ship3&o! None − 'SN . (. Save $our wor8. .) Others > 9eceiving :nfor ation +13+++32%2+3++++3+++ +13+++31)5+3++++3+++ 22. Lin) t*e Location to t*e Inventory !rgani$ation %2.lose .lose /or De&ine Receiving In&ormation 25.ontrol 'ction! None − 9eceipt Da$s *arl$ and Late! 4 − 9eceipt Da$s *7ceed3'ction .indow.arning − 9"' 9eceipt 9outing! Standard − 9eceipt 9outing! Standard − 'llow Su6stitute 9eceipts! Selected − 'llow (nordered 9eceipts! Selected − 'llow *7press &ransactions! Selected − 'llow . Navigate to the Location window.lic8 .− <a$a6le! − :ntransit :nventor$ 24.

/ind "12 Orlando.%%. • (") > -iew > Cuer$ . • (") > -iew > Cuer$ . "12 Orlando "/# 48 . *nter the following infor ation! − :nventor$ Organization! %2. Save $our wor8 and close the window. *nter B"12B in the Na e field. (&) Other Details %5.$ *7a ple > *nter %).$ *7a ple > 9un %4.

ontrol! − "aturit$ Da$s! − Kold Da$s! − Lot *7piration (Shelf Life)! − Shelf Life Da$s! − 9etest :nterval! − *7piration 'ction :nterval! − *7piration 'ction! − #rade .lose /or /ull . *na6le the ite in the following organizations! − "1 Seattle "anufacturing − "2 .reate an ite with the following infor ation − :te ! lotGcontrolGite − Description! Lot control ite %. • (N) :te s > "aster :te s 2. (&) :nventor$ 2. (") /ile > Save >.) 'ppl$ 4.) Done 5. *na6le the following :te 'ttri6utes! − Lot . ision !perations 1. (&) Organization 'ssign ent 1+.5. Navigate to the "aster :te s window. (") /ile > Save 12. (N) &ools > . (. .ontrol 14 4 Shelf Life Da$s 5+ %+ 1+ Dispose *na6led ' 49 .ontrolled! − Default #rade! 1.21 Responsibility% Inventory.op$ /ro − &e plate! /inished #ood ).oston "anufacturing 11. (. (") /ile > .

*nter lotGcontrolGite 15. 50 . Navigate to the Lots window. (.) New 14. (.1%.) #enerate Lot in the :te field. • (N) On3hand= 'vaila6ilit$ > Lots 1).

51 .

ision !perations "S# 1. − #rade! '-# − Description! 'verage grade ). Navigate to the "aintain #rades window.+1 Responsibility% Inventory.lose /or .5. (") /ile > New %. • (N) Setup > "aintain #rades 2. (") /ile > Save 4. *nter the following grade infor ation. 52 . (") /ile > .

(N) On3hand= 'vaila6ilit$ > Lots 2. (") /ile > Save 53 .) #enerate Lot 5. 4. Navigate to the :te • Lots window.5. *nter :te nu 6er. Inventory.-Solution . "sing t*e Lot 2aster Generating Lots Responsibility.) New %. (. (. ision !perations "S# 1. EE3:te +) in the :te field where EE represents $our tea ). <ress *nter.

<ress *nter. (") > New 1. EE3:te +4 in the :te field where EE represents $our tea >. *nter ite nu 6er. 54 .2.

(") /ile > Save 55 .) #enerate <arent Lot 11.1+. (. (.) #enerate Lot 12.

(") /ile > New 1).1%. EE3:te +5 in the :te field where EE represents $our tea 56 . *nter ite nu 6er.

) #enerate Lot 15.here does the #rade field default fro F GGGGGGGGGGGGGG 12.14. (") /ile > Save 11. *nter ite nu 6er. EE3:te +1 in the :te field where EE represents $our tea 57 . (. (") /ile > New 1>. .

) #enerate Lot 21. (.2+. *nter the current date in the Origination Date field. 58 .

(" ) /ile > .lose /or 59 . (") /ile > Save 2).22. *nter date infor ation in the following fields! − *7piration Date − *7piration 'ction Date − *7piration 9etest Date Note! &he dates do not appear in these fields 2%.

. 60 .

15. 1. 1%. *nter the following revision infor ation! − 9evision! . :f $ou are not in "1 organization= change $our organization to "1. 61 . Select /ull .ontrol in the Lot alternative region. 2. (") /ile > . (") &ools > 9evisions. 6nabling Lot . /ind :te 'S11)45. (") /ile > New. 1).5. (N) :te s > Organization :te s. 5. Select "1 Seattle "anufacturing fro the organization list. (&) :nventor$. /ind ite 'S11)45. >.lose /or . 4. − 9evision La6el! . Select the 9evision .51 Responsibility% Inventory. • • (N) .ontrol chec8 6o7. 1+. *nter the lot starting nu 6er. 14. *nter the starting lot prefi7. (N) :te s > Organization :te s. 2. 12. (") /ile > Save. %.reating 3e4 Revisions 1. (&) :nventor$.ontrol 11. ision !perations "S# .hange Organization. ). − Description! Lap &op 'sse 6l$ 9evision − *ffective Date! &oda$Ns Date.

(ransacting Locator . %1. 6nabling Serial . (N) &ransactions > "iscellaneous &ransactions. 25. /ind :te 'S)2++1.12. (") /ile > . . 21.hoose &ransaction Lines. 22. 21. 2>. 62 . *nter the following receipt infor ation! − :te ! 'S11)45 − 9evision! . (N) On3hand= 'vaila6ilit$ > #enerate Serial Nu 6ers.ontrol 1>.ontrolled Items. 2+.hoose Su6 it.lose /or . *nter the following transaction infor ation! − &$pe! "iscellaneous receipt − 'ccount! "iscellaneous %+.lose /or . 11. . Select <redefined fro the Serial alternative region! − Starting <refi7! 'S − Starting Nu 6er! +++++1 2%. (") /ile > Save. . (&) :nventor$. 2). (") /ile > . Generating Serial 3umbers 24. − Su6inventor$! /#: − Cuantit$! 1+ %2. *nter the following infor ation to generate serial nu 6ers! − :te ! 'S)2++1 − Cuantit$! 1+++ 22. (") /ile > Save.hoose Lot OSerial. (N) :te s > Organization :te s.

. (") /ile > New. (") /ile > .hoose Lot OSerial. Select the first availa6le serial nu 6er fro the list of values. .hoose Done. − Lot Cuantit$! %). 63 . )1. 3ote% &he *nd Serial Nu 6er field populates auto aticall$ according to the transaction Auantit$. %1. 1+ %5.hoose #enerate.hoose Done.lose /or . . )+. . %>. *nter the following receipt infor ation! − :te ! 'S)2++1 − Su6inventor$! /#: − Cuantit$! 14 %2. (") /ile > Save.%%. %4.

64 .

) OD.7Solution . Navigate to the #enerate Serial Nu 6ers window. 2. 65 . ision !perations "S# Generate Serial 3umbers 1.Generating and 2aintaining Serial 3umbers Responsibility% Inventory. (. • (N) On3hand= 'vaila6ilit$ > #enerate Serial Nu 6ers.5. *nter the following infor ation! − :te ! EE3 :te 3+2 − Cuantit$! 1++++ %.

lose /or 8ind Serial 3umbers 1. Navigate to the Serial Nu 6ers window.). (") /ile > Save 2. • (N) On3hand= 'vaila6ilit$ > Serial Nu 6ers >. (") /ile > . (.) Su6 it 4. *nter the following infor ation! 66 .) ?es 5. (.

) /ind 67 . field then $ou can enter infor ation in 1+. (.− :te ! EE3:te +2 :f $ou place $our cursor in the ite that field.

) Serial :nfo 68 . (.11.

lose /or 69 . (") /ile > .&he serials are in the Defined 6ut not used state. 12.

ollections or Cualit$ Sa ples *7plain the Cualit$ . ision !perations "S# 1. ?ou can view the product or infor ation such as transaction infor ation and wor8= 6atch= or wor8 order details.4. &his ta6 contains infor ation a6out the lot. :f $ou are using Oracle Cualit$= or <rocess Cualit$ then $ou can view these ta6s.ased Po6s *7plain the Lot . :t displa$s the previous values for .ased Po6 &ransactions ta6.o ponents *7plain the <roduct and . (&) "aterial &ransactions *7plain the "aterial &ransactions ta6. (N) On3hand= 'vaila6ilit$ > Lots 2. 4. ?ou can access the e7isting reservations and the on3hand Auantit$ as well.)-iew #enealog$ ). 1. ?ou can also access the #rade OStatus histor$ as well as reservations and on3hand Auantit$. :f $ou are viewing the lot 6$ source= then $ou can view the Lot co ponents.ased Po6 &ransactions ta6.:f $ou have Oracle Shop /loor "anage ent installed= then $ou can see the Lot . (&) <ending &7ns and 'llocations *7plain the <ending &7ns and 'llocations ta6. &he Lot .ased Po6 &ransactions ta6 displa$s the Oracle Shop /loor "anage ent transactions= such as splitting= erging= 6onus lots= and updating asse 6lies.ollections and Cualit$ Sa ples ta6s. :f there are an$ pending transactions or allocations for the lot= then $ou can view it on this ta6.o ponents ta6s. >. :f $ou are viewing where the lot is used= then $ou can view the lot products. (&) Lot 'ttri6utes *7plain the Lot 'ttri6utes ta6. (&) Lot . (&) Cualit$ . (&) <roducts or . 5.21 Responsibility% Inventory. Select an ite %.:< Lot Na e= Start Cuantit$= and 'sse 6l$ Nu 6er= and the resulting values after the transaction. :f $ou transacted this lot= then the transactions appear in this ta6. 2. (. 70 .

lose /or . %.harita6le Donation :ssue fro Stores 71 .harita6le Donation 4. 12. (") /ile > . (se the following infor − Na e! − Description! − Source &$pe! − 'ction! 11. (se the following infor ation to define a source t$pe. 1+. − Na e! . − Na e! #oodwill ation to define a transaction t$pe. Setting "p (ransaction (ypes 2.7. 1. (") /ile > Save. 14. 5.lose /or . Select the (ser ta6. (") /ile > Save. #oodwill Donation #oodwill Donation . (N) Setup > &ransactions > 9easons 1). (N) Setup > &ransactions > Source &$pes 2. (") /ile > New. ision !perations "S# Setting "p Source (ypes 1. ). (") /ile > New. >. (") /ile > . (") /ile > New. Select the (ser ta6. (se the following infor ation to define a transaction reason.harita6le Donation − Description! . Setting "p (ransaction Reasons 1%.11 Responsibility% Inventory. (N) Setup > &ransactions > &$pes.

(") /ile > . .− Description! 15.harita6le donation to #oodwill 72 .lose /or . (") /ile > Save. 12.

73 .

1 2. *nter the following infor ation! − Na e! − Description! − <artial 'llocation 'llowed! − Su6inventor$! − 9an8! %.) 'ssign ent 2. ision !perations "S# 1. (") /ile > .lose /or 74 . Select the *na6led chec8 6o7. (") /ile > Save 5.21 Responsibility% Inventory. • (N) Setup > 9ules > <ic8ing SalesGOrderG<artialGLotGSu6inventr$ Sales order partial lot allocation allowed *na6led 9*.*:<& D'&* D*S.lose /or 1+. 4. (") /ile > Save >.5. (. 'ssign the rule to the following ite ! − :te ! 'S11>)2 1. (") /ile > Save ). Navigate to the :nventor$ <ic8ing 9ules window. (") /ile > .

%.hange Status.5. (.) OD 4. ision !perations "S# 1.$cle > :nventor$ 'ccounting <eriods 2. (. ).lose .lose /or 75 .) . • (N) 'ccounting .%1 Responsibility% Inventory. Navigate to the :nventor$ 'ccounting <eriods window. (") /ile > . Select a /uture accounting period.

Navigate to the "iscellaneous &ransactions window. *nter the following infor ation! − &$pe! "iscellaneous receipt − 'ccount! +1341+322)+3++++3+++ %. • (N) &ransactions > "iscellaneous &ransactions 2.2. 'rocessing 2iscellaneous Receipts Responsibility = Inventory. (.1Solution .) &ransaction Lines − *nter the following infor ation for ite − :te ! EE3:te 3+1 − Su6inventor$! EE/#: − Cuantit$! 1+++ EEite 3+1! 76 . ision !perations /"S#1 1.

(") > New 4.+1 − Cuantit$! 1+++ 5. *nter the following infor ation for EE3:te +%! − :te ! EE3:te +% − Su6inventor$! EE/#: − 9evision! ' − Cuantit$! 1+++ 77 .1. *nter the following infor ation for EE3:te +2! − :te ! EE3:te +2 − Su6inventor$! EE/#: − Locator! EE.). (") /ile > New 2.

(") /ile > New >.1. *nter the following infor ation for EE:te +)! − :te ! EE3:te +) − Su6inventor$! ++/#: − Cuantit$! 1+++ 78 .

) LotOSerial 11. (. (. *nter the following lot infor ation! − Cuantit$! 4++ 1%. (") /ile > New 1).) #enerate Lot 79 . (.) #enerate Lot 12.1+.

*nter following infor ation for EE:te +4! − :te ! EE:te +4 − Su6inventor$! EE/#: − Cuantit$! 1+++ − Lot! Select an e7isting lot fro the list of values 80 . (") /ile > New 11.14. *nter the following lot infor ation! − Cuantit$! 4++ 15.) Done 12. (.

(") /ile >New 2+. (.) LotOSerial 22.) #enerate Lot 2%. *nter the following infor ation for ite − :te ! EE3:te +5 − Su6inventor$! ++/#: − Cuantit$! 1+++ 21.1>. *nter the following infor ation! − Lot Cuantit$! 1+++ EE3:te +5! 81 . (.

*nter the following infor ation for ite − :te ! EE3:te +2 − Su6inventor$! ++/#: − Cuantit$! 4++ 25.) LotOSerial 22. (. *nter a range of serial nu 6ers. (") /ile > New 24.2). EE3:te +2! 82 .

(") /ile > New %+.) #enerate Lot %%. *nter the following infor ation for EE3:te +1! − :te ! EE3:te +1 − Su6inventor$! ++/#: − Cuantit$! 1+++ Note! . %1. *nter the following lot infor ation! − Cuantit$! 4++ 83 . (.) LotOSerial %2.) Done 2>.21. (. (.ecause of the defaulting rule $ou selected during setup= the secondar$ Auantit$ appears auto aticall$.

84 .lose /or %2. -erif$ toda$Qs date appears in the &ransactions Dates fields.%). • (N) &ransactions > "aterial &ransactions %>.) Done %4. (") /ile > . (. (") /ile >Save %5. Navigate to the "aterial &ransactions window. (") /ile > .lose /or eri&y t*e (ransactions 'rocessed %1.

) /ind )1. . (.hat is the Source &$pe for ite EE3:te +%F GGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGG 85 .)+.

Navigate to the Su6inventor$ &ransfers window. ision !perations "S# 1.1. (.2. %. 'rocessing Subinventory (rans&ers (rans&erring Items bet4een Subinventories Responsibility% Inventory.+1 86 .2. • (N) &ransactions >Su6inventor$ &ransfer 2.2Solution .+1 (o Locator EE.) &ransaction Lines ). *nter Su6inventor$ &ransfer in the &$pe field.2.+1 EE. *nter the infor ation according to the following ta6le! Item EE3:te +1 EE3:te 3+2 Subinventory EE/#: EE/#: 9uantity 1+ 1+ (o Subinv EE"ain EE"ain Locator NO' EE.

(") . -erif$ toda$Qs date appears in the &ransactions Dates fields.lose > /or eri&y t*e (ransaction 'rocessed 2.h$ do $ou have to enter a locator for 6oth ite s in the EE"ain su6inventor$F &he EE"ain su6inventor$ is a D$na ic entr$ su6inventor$. (") /ile > Save 5.. 87 . 4. Navigate to the "aterial &ransactions window. 'll ite s in this su6inventor$ are under locator control. • (N) &ransactions > "aterial &ransactions 1.

>. (. 11.) /ind 1+. -erif$ the transaction processed.lose /or 88 . (") /ile > .

• (N) &ransactions > :nter3organization &ransfer − &o Org! "2 .) &ransaction Lines %. ision !perations "S# 1.2. 'er&orming Interorgani$ation (rans&ers (ransacting Items Responsibility% Inventory.a$6ill! &EE − .%Solution . (.oston "anufacturing − &ransact &$pe! :ntransit ship ent − Ship ent Nu 6er! &EE − /reight! DKL − .indow.ontainers! 1 − *7pected 9eceipt date! 1 wee8 fro toda$. 2. Navigate to the :nter Organization &ransfer . *nter the following infor ation! − :te ! $our choice − /ro su6inventor$! EE3/#: − &o su6inventor$! Stores 89 .

) Done 90 .) Lot O Serial 4. *nter the 1+ in the Cuantit$ field. &he parent lot appears auto aticall$. 5. (. 2.− Cuantit$! 1 ). (. Select the Lot fro the lot LO-.

) /ind 11. (&) :ntransit 91 . • (N) &ransactions > "aterial &ransactions.ie4ing (ransactions 1. >. (. *nter $our part nu 6er. Navigate to the "aterial &ransactions window. 1+.

lose /or 92 . (") /ile > .12.

hange Organization. 4. *nter the "23. %. 1. 1+. − "2 .oston as the receiving Location. 1%.oston − Su6inventor$! Stores 1). . (N) &ransactions > 9eceiving > 9eceiving &ransactions. *nter the following transaction infor ation! − &$pe! :nternal − :te ! 'S11>)2 11. Receiving Stoc) >. (N) &ransactions > 9eceiving > 9eceipts. *nter the following receiving infor ation! − Location! "2 . Select the transaction to deliver.hoose /ind. . 5.lose /or . *nter the following transaction infor ation! − Source &$pe! :nternal − :te ! 'S11>)2 ). (") /ile > . ision !perations "S# Receipts 1. (") /ile > Save. 2. 12.)1 Responsibility% Inventory. (") /ile > . Select the :te to receive. (N) .lose /or . (") /ile > Save. 14.oston "anufacturing 2.2. 93 .hoose /ind.

Select the appropriate receipt nu 6er. 1>. . (") /ile > . 94 .lose /or . 2+. *nter the following transaction infor ation! − &$pe! :nternal − :te ! 'S11>)2 11.eri&ying Receipts and Receiving (ransacitons 15.hoose &ransactions.hoose /ind. (N) &ransactions > 9eceiving > -iew 9eceiving &ransactions 12. 21. .

(&) Destination − Su6inventor$! EE"ain − Locator! EE. ision !perations "S# .+1 95 . Navigate to the "ove Order window.4Solution .reate a 2ove !rder Responsibility = Inventory.reate a 2ove !rder 1. • (N) "ove Orders > "ove Orders 2.+2.2. (ransacting 2ove !rders . Define a "ove Order (sing the following :nfor ation! − Nu 6er! EE31 − Description! &ea EE ove order − &ransaction &$pe! "ove Order &ransfer − Source Su6inventor$! EE/#: − :te ! EE3:te +1 − Cuantit$! 1+ %.

EE31 2.). • (N) "ove Orders > &ransact "ove Orders ove order.) 'pprove 4. (. /ind $our • Nu 6ers! 96 . Navigate to the &ransact "ove Orders window. (") /ile > .lose /or (ransact 2ove !rder 5.

2. (. (pdate $our "ove Order.) -iewO(pdate 'llocations -erif$O(pdate the following! − Su6inventor$! EE/#: − &o Su6inventor$! EE"ain − &o Locator! EE.) /ind >. • • (.1.+1 97 .

(. • (N) &ransactions >"aterial &ransactions EE3:te +1 in the :te field 1). *nter :te 98 . (") /ile > .) &ransact 11. (.lose /or eri&y t*e Results 1%.) OD 12.− Cuantit$! 1+ 1+. -iew the results to verif$ the transaction processed.

(.) /ind 15. 99 .14. -erif$ the transaction processed.

1.2.hange Organization.oston "anufacturing. 15. (") /ile > Save. 1+. *7plain to the students the difference 6etween storage and receiving su6inventor$ t$pes. (") /ile > . 2.lose /or .ontrol! ). Note that su6inventor$ 9aw is not availa6le in "2. Select 9eceiving as the su6inventor$ &$pe. *nter 9aw in the /ind /ield. ision !perations "S# 1. *nter the following su6inventor$ infor ation! − Na e! − Description! − Locator .lose /or . 2. (N) Setup > Organizations > Su6inventories -erif$ $ou are in organization "1 Seattle. Select "2 .lic8 OD. (") /ile > . 1). (N) Setup > Organizations > Su6inventories 12. (") /ile > New %. (") /ile > . 5. 11.51 Responsibility% Inventory. (. 9aw 9aw "aterials :te Level 100 .) Open. eri&ying Subinventories >. .lose /or . (") -iew > /ind. (N) . 1%. 4. 14.

Start the &elnet session.indows Start enu > 9un − *nter telnet es7777. 2obile (ransactions Interorgani$ation (rans&ers "sing t*e 2obile Inter&ace Responsibility = 2aterials . 2+2+ in the 9un dialog 6o7= where 2.oracle.:Solution . Select Default fro the Device List. *nter $our user na e and password.:.co 7777 is the instance nu 6er. 2&g 1. Note that R"aterials S "fgT responsi6ilit$ ust 6e assigned to $our user na e. − . 101 . %.

102 . 4. Select :nventor$ fro the "aterials S "fg "enu. :f ore than one responsi6ilit$ had 6een assigned to $our user na e= then select "aterials S "fg fro the list.).

Select Org &ransfer fro the &ransfers "enu.5. 2. Select &ransfers fro the :nventor$ "enu. 103 .

1.ode! "1 − &o Org! "2 − &r7 &$pe! :ntransit Ship ent − Ship ent Nu 6er! EE − :te ! ?our . *nter $our ite to transfer using the following infor ation! (&he device is case sensitive) − Org .hoice − /ro Su6! EE/#: − Cuantit$! 1 − &o Su6! Stores o6ile 104 .

Select Done. 105 . 1+. 3ote% (se the down arrow to advance to Done. Select Logout.>.

106 .

"sing t*e 2aterial =or)benc* "se t*e 2aterial =or)benc* to vie4 all !n-*and 9uantity in a Subinventory Responsibility = Inventory.<.1. Navigate to the "aterial wor86ench I (N) On3hand= 'vaila6ilit$= On3hand Cuantit$ 2. *nter the following infor ation! H Organization! H Su6inventor$! H On3hand! H -iew 6$! "1 EE/#: Selected Location 107 . Solution . ision !perations "S# 1.

lic8 Organizations 4. .lic8 Onhand 108 .lic8 "1 5.). . .

Select :te EE3+% in the right pane.2.) 'vaila6ilit$ 109 . (. 1.

lose /or 110 . .hat is the availa6le to reserve Auantit$F GGGGGGGGGGGGGGGGGGGGGGGGGGGG 11.>. .hat is the availa6le to transact Auantit$F GGGGGGGGGGGGGGGGGGGGGGGGGGG 12.hat is the total Auantit$F GGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGG 1+. . (") /ile > .

Guided Demonstration .ac8ward %.2. Select the following Suppl$ Sources! Discrete . Navigate to the '&< 9ules window.reating an #(' Rule Responsibility% Inventory.ac8ward '&< .:< 9epetitive . *nter the following infor ation! Na e! Description! consu ption .:< ). • • • • • • • • • • • • • • • • • • (N) Setup > 9ules > 'vaila6le to <ro ise 2. Select the following De and Sources! Sales Orders :nternal Orders Discrete .:< 9epetitive .. (") /ile > Save 111 .<. ision !perations "S# 1.:< :nternal 9eAs Supplier 9eAa <urchase Orders On3hand 'vaila6le :nterorg &ransfers 4.ac8ward <ast Due Da$s De and! :nfinite Suppl$! 'ggregate Order <ro ising &i e /ence! Selected 1+ (ser3defined ti e fence (ser Defined '&<G.

(") /ile > .reate a Reservation Responsibility = Inventory.reating Reservations . . I (N) On3hand= 'vaila6ilit$ > 9eservations 112 . (.+.5. *nter the following De and infor ation! H Organization! "1 H :te ! EE3:te +2 H &$pe! :nventor$ H Na e! &ea H (O"! *a H Cuantit$! 1+ EE 9eservation H Need 6$ date! &oda$Qs date 9eservations window. ision !perations 1. Navigate to the :te 2.lose /or <. Solution .) New %.

). *nter the following Suppl$ infor ation! H &$pe! :nventor$ H Na e! &ea EE 9eservation 5. (&) Suppl$ 4. (") /ile > Save 113 .

Solution . (&) S$ste %. Setting up 2aterial Status .2. (") /ile > . I (N) Setup > &ransactions > &$pes 2.lose /or >.ontrol eri&y (ransaction (ype Responsibility = Inventory. -erif$ Status . ision !perations 1. 114 .ontrol is selected for the Su6inventor$ &ransfer transaction t$pe. Navigate to the &ransaction &$pes window.

1.).) > (') H (sage! Su6inventor$ aterial 6etween su6inventories fro 115 . *nter the following infor ation! H Na e! &ea EE "aterial Status EE disallow su6inventor$ transfers the 'llowed H Description! &ea 2. Select transfer &ransactions list. (. (") /ile > . I (N) Setup > &ransactions > "aterial Status 5.lose /or De&ine a 2aterial Status 4. Navigate to the "aterial Status window.

lose /or #ssign a 2aterial Status Navigate to the Su6inventories Su >. I (N) Setup > Organizations > Su6inventories 116 .Su6inventor$.(") /ile > Save (") /ile > . Select $our EEL. ar$ window.

1+.) Open 11. (. Select $our aterial status fro the Status list of value.) O8 117 . 12. (.

*nter the following infor ation! 118 .1%.lose /or 'er&orm a (ransaction 4it* ?our 2aterial Status 15. (") /ile > . Navigate to the "iscellaneous &ransactions window. (") /ile > Save 1). • (N) &ransactions > "iscellaneous &ransaction H &$pe! "iscellaneous 9eceipt H 'ccount! +1341+322)+3++++3+++ 12. (") /ile > .lose /or 14.

) &ransaction Lines 1>. *nter the following infor ation! H :te ! EE3:te +1 H Su6inventor$! EELH Cuantit$! 14 119 .11. (.

lose /or 2%.2+. Navigate to the Su6inventor$ &ransfers window. (") /ile > .lose /or 22. (") /ile > . I (N) &ransactions > Su6inventor$ &ransfer 2). *nter the following infor ation! H &$pe! Su6inventor$ &ransfer 120 . (") /ile > Save 21.

24. *nter the following infor ation! H :te ! EE3:te +1 H Su6inventor$! EEL- . . (.is issing fro issing fro the list of the list of Su6inventoriesF GGGGGGGGGGGGGGGGGGGG 121 .h$ is EEL- su6inventor$ transferF No= EEL.an $ou perfor su6inventories.) &ransaction Lines 25.

122 . *nter the following the infor ation to create a forecast set!       /orecast Set! /# Set Description! /inished #oods forecast set ..lose /or %+.) .reating a 8orecast Set 1.ee8s Level! :te /orecast! /#: Description! /inished #oods forecast %.22.lear > 9ecord 2>.ancel 21. (") /ile > .reating a 2anual 8orecast Responsibility% Inventory. (") /ile > Save.uc8et &$pe! .1. (") /ile > . (") *dit > . ision !perations "S# . (N) <lanning > /orecasts > Sets 2. (. Guided Demonstration .lose /or 1@.

1+. (N) <lanning > /orecasts > *ntries 5. (") /ile > Save. ie4ing 8orecast 9uantities 11. 1%. (") /ile > Save.).uc8eted 14.ee8s Date! &oda$Qs Date *nd Date! 1 wee8 in advance. *nter the following forecast entr$ infor ation              :te ! 'S4)111 . (") -iew > /ind 2.uc8et! .lose /or . 1).urrent! %+++ >. (") /ile > .urrent! 2+++ :te ! 'S11>)2 Date! 2 wee8s in advance *nd Date! % wee8s in advance.urrent! 1+++ :te ! 'S11>)2 Date! 1 wee8 in advance *nd Date! 2 wee8s in advance .lose /or . (") /ile > . (") -iew > /ind. 15. Select the /# Set forecast set. . .lose /or . Select the /# Set /orecast set.hoose . (N) <lanning > /orecasts > -iew *ntries 12. 1. 123 . (") /ile > . Setting "p 8orecast 6ntries 4. .

hange the 2inimum !rder 9uantity to +5. 5. Navigate to the Organization :te s window. Guided Demonstration . ).  (N) :te s > Organization :te s. . *nter ite %. 124 . ision !perations "S# Setting up Reorder 'oint 'lanning &or an Item 1. 4.ost to -5. 2. .) /ind. 'S11>)2 in the :te field. 2. (.Setting up Reorder 'oint 'lanning Responsibility% Inventory.hange the !rder .hange the Inventory 'lanning 2et*od to Reorder 'oint.2.1@. (&) #eneral <lanning. .

hange the 'rocessing lead ti e to 4. . Selection. 1). Select Items under reorder point as the :te 14. >. 12. (&) #eneral <lanning  :nventor$ planning "ethod! "in3"a7 125 .hange the . . (") /ile > Save. /ind $our EE3:te +% ite .ost A to 12. 11.  (N) :te s > Organization :te s 2. (") /ile > . (&) Lead &i es. 1@.+.lose /or . Select /# Set fro the list of values. Navigate to the Organization :te s window and find $our EE3:te +% ite . 'er&orming 2in-maB 'lanning 6nable 2in-2aB 'lanning &or Item Responsibility = Inventory. Navigate to the 9eorder <oint <lanning window. ision !perations "S# 1. *nter De and and Suppl$ cut off dates. 15. Su6 it $our reAuest. ie4ing t*e Reorder 'oint 'lanning Report 11.1.arrying . (N) 9eAuests. Solution . Running t*e Reorder 'oint 'lanning Report 1%. %. 12. 1+.  (N) > <lanning > 9eorder <oint <lanning.

). (") &ools > :te 5. (") /ile > Save 4. *nter the ini u Su6inventories and a7i u Auantities for the ite Osu6inventor$ co 6ination as follows!    Na e! EE/#: "ini u "a7i u Cuantit$! %++ Cuantit$! >++ 126 .

 (N) <lanning > "in3"a7 <lanning <lanning Level! Su6inventor$ Su6inventor$! EE3/#: De and .lose /or ReCuest a 2in-2aB 'lanning Report 1.uttoff Date! 1 Suppl$ .2.lose window. Save and . *nter the following infor ation in the <ara eters window!     127 . Navigate to the "in3"a7 <lanning window.   (") /ile > Save (") /ile > .uttoff Date 1 onth fro onth fro toda$ toda$ >.

) Su6 it. 12. 11. (. (. (.) OD. 128 .) No.1+.

ie4 t*e 2in-2aB 'lanning Report 1%. (N) 9eAuests 1). Select "$ .o pleted 9eAuests 129 .

130 . Select /ind. 15.14. Select $our reAuest.

11.lose /or . 1>.lose.12.) -iew Output. (. (") /ile >. 131 . (") /ile > .

-erif$ the on3hand Auantit$ of EE3:te +2 in $our EE/#: su6inventor$. ision !perations "S# 1.  (N) On3hand= 'vaila6ilit$ > On3hand Cuantit$ o Su6inventor$! EE/#: o :te O 9evision! EE3:te +2 132 .ount "sing 8orms De&ine Item-Subinventory Relations*ip and Sourcing In&ormation Responsibility = Inventory.-.1@.'er&orming a Replenis*ment . Solution .

(. Navigate to the Su6inventories window.) /ind I (") /ile > . I (N) Setup > Organizations > Su6inventories ).lose /or %.su6inventor$ fro the list. Select the EEL.2. 133 .

4.) :te OSu6inventor$ 5. Define the ite 3su6inventor$ relationship using the following infor ation! I (&) <lanning H :te ! EE3:te +2 H "in3"a7 <lanning! ?es H "in Ct$! 1+ H "a7 Ct$! 4+ I (&) Sourcing H &$pe! Su6inventor$ H Su6inventor$! EE/#: 134 . (.

Navigate to the 9eplenish ent .ount (sing "o6ile! No 135 . (") /ile > Save 6nter Replenis*ment .ounting > 9eplenish ent .2.ount Deader In&ormation 1.ounts >. . (.reate a new replenish ent count header using the following infor ation! H Na e! EE9.ount Keaders window.ounts > .) New 1+. I (N) .1 H Su6inventor$! EELH .

ount In&ormation "sing 8orms 1).6nter Replenis*ment . 136 .ount &$pe! Onhand Cuantit$ H Cuantit$! 4 1%.ount Keaders window. (") /ile > Save 'rocess t*e . (.) Default :te s 12.ount "sing 8orms 11. *nter the following infor ation! H . 9eturn to the 9eplenish ent .

another su6inventor$= Oracle ove order using the &ransact ove order after $ou process the count.) O8 12. -iew the details of the 9eplenish ent .1F &he reorder Auantit$ is )4 ( a7i u Auantit$ M on3hand Auantit$). (. 11. (.) <rocess and 9eport 15.hat is the reorder Auantit$ for EE9. Note! .ount 9eport 6$ Auer$ing for the reAuest nu 6er in the 9eAuests window.ecause EE3:te +2 is sourced fro :nventor$ auto aticall$ creates a co plete this transaction $ou "ove Orders window. &o ust transact this 137 .14. .

Navigate to the 9eplenish ent .5.ount &$pe! Order Cuantit$ 138 .ount Lines ).2 H Su6inventor$! EE3LH .) Default :te s.ount "sing t*e 2obile #pplication 6nter Replenis*ment .ounting > 9eplenish ent . ision !perations "S# 1.1@.ounts > .) New %. *nter the following infor ation! H .ount (sing "o6ile! ?es 6nter Replenis*ment . I (N) .ounts 2.ount Deader In&ormation Responsibility = Inventory. 4. (.ount Keaders window. . (.reate a new replenish ent count header using the following infor ation! H Na e! EE9. Solution .'er&orming a Replenis*ment .

Start the &elnet session. (") /ile > Save 2.lose /or 6nter Replenis*ment . 139 .ount "sing t*e 2obile #pplication Responsibility = 2aterials .5. Select UDefault> fro the Device List. 2&g 1.oracle. H .co is the instance nu 6er. (") /ile > .indows Start enu > 9un 2+2+ in the 9un dialog 6o7= where 7777 H *nter telnet es7777. >.

Note that "aterials S "fg responsi6ilit$ ust 6e assigned to $our user na e. Select U"aterials S "fg> 140 . *nter $our user na e and password.1+. 11.

Select U. Select U:nventor$> fro the "aterials S "fg "enu.12.ounting> fro the :nventor$ enu. 141 . 1%.

14.ode! "1 H Su6inventor$! EE3LH 9eplenish ent .2 142 . H Organization .ounting enu.ount> fro the .1).ount Na e! EE9. *nter the following infor ation when pro pted. Select U9epl . 3ote% &he o6ile application screen is case sensitive.

15. 11. *nter %+ in the Order Ct$ field. Select USaveONe7t> 143 . 12. Select U.ount> to enter the order Auantit$. 1>. *nter EE3:te +2 in the :te field.

'rocess t*e .ount In&ormation "sing t*e 2obile #pplication 21. <ress . Select U<rocess and 9eport> 22.2+. <ress . to view the "essage <age.ount 9eport 6$ Auer$ing for the reAuest nu 6er in the 9eAuests window. ?ou can view the details of the 9eplenish ent .trlL. 144 .trlL. &he reAuest nu 6er is displa$ed. to view the "essage <age.

h$F No= $ou cannot enter the count in the 9eplenish ent .ount Lines for EE9. &his is 6ecause $ou would have selected the .an $ou enter the count in the 9eplenish ent . Select Logout to e7it the o6ile application.2F . 2). .2. 145 .ount Lines window for EE9.ount (sing "o6ile chec8 6o7 in the 9eplenish ent .2%.ount Keaders window= $ou can enter the count onl$ using the o6ile application.

Navigate to the <ull SeAuences window.  (N) Dan6an > <ull SeAuences > (.7.1@.ards! 1+ o "ini u Order Cuantit$! 2+ 2.alculate! Nu 6er of . (se the following infor ation to define a new pull seAuence! 146 .ards o Size! 1+ o Nu 6er of . 'er&orming Eanban Replenis*ment Setting up a Eanban 'ull SeCuence Responsibility = Inventory.lara  (&) Dan6an o . Solution . o :te ! EE3:te +% o Su6inventor$! EE/#: o Source &$pe! Supplier o Supplier! 'dvanced Networ8 Devices o Supplier Site! Santa . ision !perations "S# 1.) New.

5.ards 4.) #enerate .    (") -iew > 9eAuests Select 'll "$ 9eAuests (.) /ind 147 . ?es to print Dan6an cards. (. -erif$ $our Dan6an cards printed.%. (") /ile > Save Generate Eanban .ards ).

ards Su  1. -erif$ the suppl$ status is * pt$.ards. Replenis* Eanban . (") /ile > . (. 9eplenish Dan6an cards.) 9eplenish.       Select the first Dan6an card in the list.lose /or ar$ window. (. (. -erif$ the suppl$ status changed to . 148 .ards 2.) 9eplenish. Navigate to the Dan6an .ards or (N) Dan6an > Dan6an . Select the second Dan6an card in the list.ait.) .

>. 1+. 149 . (N) /ile > .lose /or . (N) /ile > Save.

.o pile window.o pile I (.urrent on hand Auantit$ H ..odes > '... . ision !perations "S# 1. .ompile an #F. ..o pile for &ea H Su6inventor$! EE/#: H .ost &$pe! /rozen EE/#: H . #nalysis . . Solution . I (N) '.riterion! ..o pile an '.o piles I (") /ile > New 2. Navigate to the '. #nalysis Responsibility = Inventory.ompiling an #F.ontent and -aluation Scope! Su6inventor$ I (.) . 'nal$sis using the following infor ation! H Na e! EE/#:3'. .1. H Description! '.. GGGGGGGGGGGGGGGGGGG 150 .11.) OD I Note $our report reAuest nu 6er.

odes > '.lasses I (") /ile > New 4.) ?es I (. .lass ' H Description! ' ite s H Na e! EE.lasses using the following na ing conventions! H Na e! EE.lose /or De&ine #F. H Description! . (") /ile > . GGGGGGGGGGGGGGGGG %. Navigate to the '. . ite s H Na e! EE.lass ..lasses window.. .I (. H Description! .lose window. . . ite s 5.. 151 .lasses )..lose /or .) OD I Note $our reAuest nu 6er. Define three '. • • (") /ile > Save. I (N) '. (") /ile > .lass . Save and .

'ssign ent #roups window. #roup (the group that $ou created) is selected. Navigate to the '. Define an '. Group 2. • (. .. 'ssign ent #roups..) #roup . 3ote% "a8e sure that EE'..lass ' EE. group using the following infor ation! #roup Na e! EE'.. • . #roup . (") /ile > New 1.lasses De&ine an #F... 152 .o pile Na e! EE/#:3'.lass .odes > '... SeCuence >.De&ine an #F. Define an '. • • • • (N) '.lass . SeAuence using the classes $ou created earlier. EE.lass Na e    EE.

12.) 'ssign :te s.! (s$ste calculates) 153 .lass .1+. (.! 1+ EE. *nter the following percentages in the B :te s field!    EE.lass .  (") /ile > Save #ssign Item aluation 11. Save $our wor8.lass '! 4+ EE.

52B %%. . (.. (. codes assigned to ite s in the EE/#: su6 inventor$.++B 154 .   Select EE'.52B 1%.odes 14. 'ssign ent #roups window. 9eview and update the '... #roup in the '.) OD "pdate #F.) (pdate :te s 1 2 % ) 4 5 5 15.%%B 1++.1%. (.%%B 4+.++B 55.) 'ssign 1).

(") /ile > .hange one ite ..lass .lass . to EE.lass .    . EE. to EE.hange one ite (") /ile > Save fro fro EE.lass '.lose /or 155 .

Navigate to the . ision !perations "S# 1.2.$cle .$cle .ycle . (.indow.ount Deader Responsibility% Inventory.alendar! -ision+1 o 'd@ust ent 'ccount! "iscellaneous o Late Da$s! 1 o Starting SeAuence! EE o (nscheduled entries ?es o Displa$ S$ste At$! ?es o .11.) New %.ount o Description &ea EE.ount De&ine a .ounts 2. *nter a new c$cle count header using the following infor ation!  (&) Scope and .ount Su6inventories! Specific o Su6inventor$! EE/#: 156 .ounting > .$cle .ycle .  (N) .$cle .ount o .ounting > .ontrol o Na e! EE.ounts . 'er&orming a .$cle . Solution .

ount! Not 'llowed o 'uto Schedule! ?es o /reAuenc$! .$ <eriod 157 . (&) Serial and Schedule o .

(&) 'd@ust ents and ',. o 'pproval 9eAuired! :f out of &olerance o C&? %B o 'd@ust -alue! 4+ o KitO"iss! 1+B o #roup! EE',. #roup o Option! (9e)initialize

158

(,) .lasses o EE.lass '! 14+ counts per $ear o EE.lass ,! 1++ counts per $ear o EE.lass .! 4+ counts per $ear

159

). (") /ile > Save 4. (,) OD 'er&orm a ,ycle ,ount 5. (") &ools > <erfor /ull .$cle .ount

160

2.  #enerate auto atic schedule (<ara eters field)! EE.$cle . *nter the following para eters.$cle .ount  .ount 161 .ount Listing (<ara eters field)! EE.ount  #enerate c$cle count reAuests (<ara eters field)! EE.$cle .$cle . 'fter entering each power clic8 OD.

(. (.) OD 1+. 6nter .ount 6ntries 162 .lose /or 3ote% Do not proceed until after $our concurrent reAuest co pletes.lose >/or 11.1. (") /ile >.ycle . (") /ile >.) Su6 it >.

*nter EE. Navigate to the .$cle .ount in the .) /ind 15. (&) 'd@ust ents 12.ount *ntries the list of values. *nter . *nter a few Auantities that are out of tolerance= a few Auantities within tolerance= and at least one that s$ste Auantit$.ount *ntries window. (.ount Cuantities for $our ite s.ount na e field= or select $our c$cle count fro 14.$cle . 1%.ounting > .) ?es 1).ounting > .$cle .$cle .  (N) . (.$cle . atches the 163 .12.

11. (.) /ind 22. Select $our c$cle count fro 21. Navigate to the c$cle count approvals window.lose /or #pprove.   (") /ile > Save (") /ile > .$cle .ounts the LO-s in the .ount 1>.$cle .) No 164 . (.ounting > . ReGect or Recount .ycle .  (N) .ount field. 2+. Save and .ounting > 'pprove .lose window.

2%.lose /or See ad@ust ent in aterial transactuion su ar$ window Or On hand availa6ilit$ weindow if $ou 8now the earlier on hand Auatiioties 165 . 24. 'pprove= re@ect or recount $our ite s. Save and .lose window. .) OD (") /ile > .    (") /ile > Save (. 2).h$ are so e of the ite s alread$ approvedF &he$ fall within set approval li its.

Start the &elnet session. Solution . 2. 166 . 2obile .oracle. Select Default fro the Device List.co the instance nu 6er.+. 2&g 1.indows Start enu > 9un 2+2+ in the 9un dialog 6o7= where 7777 is *nter telnet es7777.   .ounting 6ntering Item 9uantities "sing t*e 2obile Responsibility = 2aterials .11.

:f ore than one responsi6ilit$ had 6een assigned to $our user na e= select the list. ). Note that R"aterials S "fgT responsi6ilit$ ust 6e assigned to $our user na e. "aterials S "fg fro 4. Select :nventor$ fro the "aterials S "fg "enu. *nter $our user na e and password. 167 .%.

168 .ounting fro the :nventor$ "enu.$cle . Select . 2.5.ounting "enu. Select .ount fro the .

ode! "1 .ount Su6! EE/#: :te ! *nter an ite in $our EE/#: su6inventor$ Ct$! *nter a Auantit$ 169 .$cle . 3ote% &he      o6ile application screen is case sensitive.$cle . Org .ount Na e! EE.>. *nter the following infor ation when pro pted.

1+. 11. Select Done to appl$ $our c$cle count. Select Logout to e7it the "o6ile. 170 .